When the fundraising team at Shelter had to deal with a couple of incidents of behaviour crossing the line, they handled them well and the situations were resolved.
It would have been easy for them to have chalked those incidents up to experience and “just another HR issue” to deal with, but they didn’t. They took a far more enlightened approach and realised that while they had all the right policies in place (as so many organisations do) they needed to help their people understand what these really meant in practice - particularly in understanding the tricky area of socialising with colleagues and what still constitutes work.
So, Jon head of Direct Dialogue and Sophia Head of Individual Giving talked to us about supporting them to bring clarity to this challenging area.
One of the key considerations was to get the positioning right to ensure the team felt this was a supportive initiative, rather than in any way punitive.
We worked with all the managers in the fundraising team from across the UK in two groups. The workshop created a safe place to discuss what is appropriate and inappropriate behaviour - giving the managers a chance to ask whatever questions they wanted and hear experiences and points of view from others.
We created a number of scenarios which were highly relevant to the team and how they work (out in the field, very sociable, lots of after work drinks) and this really helped them to identify how to manage the very real situations which might arise and bring clarity to the boundaries between work and social situations, particularly.
The groups appointed 2 people to lead on creating the Fundraising team charter as a tangible output from the sessions.
There have been a number of immediate outcomes: