Building an Infrastructure for Collaboration – How are we doing?

How do NESEA members propose new programs they’d like to be involved in launching?
How does NESEA engage members in projects that align both with their passions and their skill sets?
How do we build the capacity of our members to be effective leaders and collaborators for the projects we take on?
Who decides which NESEA programs get launched and which ones don’t?
How do we reinvent legacy programs so that they align with NESEA’s mission and its brand?
What’s the mechanism for welcoming new members into our community?

These are just a few of the questions we’re attempting to answer in our “Infrastructure for Collaboration” (IFC) working group. The IFC group launched in May 2012, after NESEA held two charrettes during which the members present requested that we develop better processes for engaging current and new members and for deciding which programs and initiatives to undertake.

The underlying premise of these two charrettes was that NESEA is at its best when its programs are primarily member-driven and staff supported. (The BuildingEnergy Planning Committee’s process, although by no means perfect, is the best current example of this.) Thus, the IFC group has been attempting to take what’s good about the BE planning process and adapt it for re-use in other areas.

We’ve made some progress, and IFC group chair Jamie Wolf and I thought it would be a great time to bring you all up to date.

What we’ve done so far

So far, the IFC group has developed a workgroup template. This template is intended to walk a NESEA member, step-by-step, through the process of proposing a new program/initiative. In the template, the member is asked to:

  • Give a brief description of the project/program/initiative
  • Articulate the purpose of the program (and how it fits in with NESEA’s mission)
  • Specify the objectives of the program
  • Articulate the process by which the group/program will accomplish these objectives
  • Propose a timeline for the program
  • Specify what type of support is needed to launch the program (including staffing resources, equipment, money, etc.) and what plans are in place to secure that support
  • Address how the group will communicate, both internally and externally
  • Specify who will lead the group and who will be members (or how members will be selected, what their roles will be and how they will be held accountable
  • Articulate what the end product will be, if any, from the project/program (how will success be measured)

Once this template is completed, the appropriate NESEA staff representative (typically me in my role as executive director) completes a companion template to provide feedback/a reality check on the proposal. In this template, staff answers questions about:

  • Whether we support the proposed initiative
  • Whether we believe the project can be accomplished with the resources projected, and what other resources might be available
  • Whether/how the project will likely fit in with other, potentially competing priorities, and the conditions that must be met in order for staff to support the project optimally
  • Who on staff will be the primary staff person on the project
  • What authority the group will have to act on its own

We’ve also developed a member survey that will help us start to catalog our members’ skill sets and their interests, so we can do a better job of filling the gaps in various NESEA projects and committees.

What we’re learning

Developing these templates felt a bit abstract to many of us in the IFC group. So we decided to try them out – first to apply the process to the Communities of Practice that Robert Leaver is heading up, and then to our own work within the IFC group.

What we’re learning is that it takes discipline to remember to follow the process. As a staff person who focuses primarily on member support, my inclination is often to jump into projects when they are proposed – and especially when they are proposed by members I have worked with, and those I know have the horsepower and the follow through to get the projects done. But I’m recognizing that this process may have value in encouraging those who are new to the community or inclined to be less vocal to propose ideas that otherwise might never reach the surface.

We’re also learning that it’s hard to foresee every possible variable that we should ask for in a proposal. We want the bar to be set sufficiently high so that we’re not getting new requests for new, big, resource-intensive programs every day. But we don’t want to set the bar so high that somebody with a fantastic idea can’t figure out how to get it to us, or gives up trying.

What’s next?

We’ll continue to experiment with these templates just a bit longer, and try to vet them sufficiently so they’re ready for you to use. We’ll keep you updated on our progress!

– Jennifer Marrapese, Executive Director, NESEA, and Jamie Wolf, IFC group chair

Jennifer M. About Jennifer M.

Jennifer Marrapese is the executive director of NESEA. She is currently in the process of completing her first deep energy retrofit on a home she purchased in South Deerfield, MA.

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