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Inclusive Leadership in Action: Diversity Includes Disability Kathy Miller, MSW, Director of Community Services Guy Caruso, Ph.D., Western Coordinator November 11, 2014 AUCD Conference, Washington D.C.

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Page 1: Inclusive Leadership in Action: Diversity Includes Disability Kathy Miller, MSW, Director of Community Services Guy Caruso, Ph.D., Western Coordinator

Inclusive Leadership in Action: Diversity Includes Disability

Kathy Miller, MSW, Director of Community Services Guy Caruso, Ph.D., Western Coordinator

November 11, 2014 AUCD Conference, Washington D.C.

Page 2: Inclusive Leadership in Action: Diversity Includes Disability Kathy Miller, MSW, Director of Community Services Guy Caruso, Ph.D., Western Coordinator

Pennsylvania’s University Center for Excellence in Developmental Disabilities

Education, Research and Service

Page 3: Inclusive Leadership in Action: Diversity Includes Disability Kathy Miller, MSW, Director of Community Services Guy Caruso, Ph.D., Western Coordinator

VISIONA society where all people are valued and respected, and where all people have the knowledge, opportunity and power to improve their lives and the lives of others.

MISSIONThe Institute on Disabilities leads by example, creating connections and promoting networks within and among communities so that people

with disabilities are recognized as integral to

the fabric of community life.

Page 4: Inclusive Leadership in Action: Diversity Includes Disability Kathy Miller, MSW, Director of Community Services Guy Caruso, Ph.D., Western Coordinator

Inclusive Leadership in Action (ILA)

The vision of the ILA project is that generic community organizations include qualified individuals with disabilities as fully participating members of their decision-making bodies, boards and committees.

Page 5: Inclusive Leadership in Action: Diversity Includes Disability Kathy Miller, MSW, Director of Community Services Guy Caruso, Ph.D., Western Coordinator

Inclusive Leadership in Action (ILA)

The mission of ILA is to identify, develop and disseminate evidence-based resources, materials and techniques on including individuals with disabilities to decision making bodies of generic community organizations.

Page 6: Inclusive Leadership in Action: Diversity Includes Disability Kathy Miller, MSW, Director of Community Services Guy Caruso, Ph.D., Western Coordinator

Inclusive Leadership in Action (ILA)

This Project is funded by the Pennsylvania

Developmental Disabilities Council for two years with the possibility of funding for an additional two years.

Page 7: Inclusive Leadership in Action: Diversity Includes Disability Kathy Miller, MSW, Director of Community Services Guy Caruso, Ph.D., Western Coordinator

Inclusive Leadership in Action (ILA)

Technical assistance will be provided to selected statewide, diverse, generic community organizations so that they can recruit, support and sustain qualified individuals with disabilities as fully participating members of their decision making bodies, boards and committees.

Page 8: Inclusive Leadership in Action: Diversity Includes Disability Kathy Miller, MSW, Director of Community Services Guy Caruso, Ph.D., Western Coordinator

ILA Presentation Objectives

• Discuss the design, structure and operations of the ILA Project’s Advisory Committee and Work Groups as a working model for successful inclusion of individuals with disabilities on decision making bodies;

• Share the results of our findings in the literature on the benefits and challenges of diversity for organizations and their decision making bodies;

Page 9: Inclusive Leadership in Action: Diversity Includes Disability Kathy Miller, MSW, Director of Community Services Guy Caruso, Ph.D., Western Coordinator

ILA Presentation Objectives

• Share the results of our statewide survey of community organizations and their views on diversity including the frequency and willingness to include individuals with disabilities on their decision-making bodies; and

• Discuss our plans for approaching community organizations and providing them with the necessary resources, materials and techniques on including individuals with disabilities to their decision making bodies.

Page 10: Inclusive Leadership in Action: Diversity Includes Disability Kathy Miller, MSW, Director of Community Services Guy Caruso, Ph.D., Western Coordinator

ILA Advisory Committee and Work Groups

The Advisory Committee is comprised of 16 individuals from across Pennsylvania

representing:• Generic Community Leadership

Development Organizations • Disability Organizations• Disability Leaders

• Board Members of generic community organizations

• 50% of ILA Committee members are individuals experiencing disabilities

Page 11: Inclusive Leadership in Action: Diversity Includes Disability Kathy Miller, MSW, Director of Community Services Guy Caruso, Ph.D., Western Coordinator

ILA Advisory Committee and Work Groups

50% of ILA Committee members are individuals experiencing disabilities

Page 12: Inclusive Leadership in Action: Diversity Includes Disability Kathy Miller, MSW, Director of Community Services Guy Caruso, Ph.D., Western Coordinator

ILA Community Partners

Self-Advocates United as One

Leadership Harrisburg

The Coro Center for Civic Leadership: Pittsburgh

JT Consulting Services

Page 13: Inclusive Leadership in Action: Diversity Includes Disability Kathy Miller, MSW, Director of Community Services Guy Caruso, Ph.D., Western Coordinator

ILA Advisory Committee and Work Groups

ILA’s Committee and Work Group structure is designed to:

• Model successful diverse decision making; and

• Demonstrate the value of individuals with disabilities actively participating and serving as leaders on decision

making bodies.

Page 14: Inclusive Leadership in Action: Diversity Includes Disability Kathy Miller, MSW, Director of Community Services Guy Caruso, Ph.D., Western Coordinator

ILA Advisory Committee and Work Groups

• The Advisory Group meets as a whole on a bi-monthly basis and is charged with meeting the objectives of the Project through small group work

• The Work Groups meet on an as needed basis and consist of: Educational Design Work Group Accommodations Work Group Research Work Group Resource Work Group

Page 15: Inclusive Leadership in Action: Diversity Includes Disability Kathy Miller, MSW, Director of Community Services Guy Caruso, Ph.D., Western Coordinator

Research Findings in the Literature on Including Individuals with Disabilities on Boards

• It is difficult finding evidence-based research stating why it would be important/ valuable to have individuals with disabilities on a board of directors.

• As Konrad, Prasad and Pringle note in their 2006 article “ The majority of literature on diversity on boards concerned gender. There were a few evidence sources relating to ethnicity and there was almost no information on disability.”

Page 16: Inclusive Leadership in Action: Diversity Includes Disability Kathy Miller, MSW, Director of Community Services Guy Caruso, Ph.D., Western Coordinator

Research Findings in the Literature on Including Individuals with Disabilities on Boards

In a survey of non profit boards from across Canada, conducted in 2008, we found that the majority of board members were between thirty and sixty years old, and 44 percent were women. Almost 28 percent of the organizations indicated that there was at least one person with a disability on their board, while 22.4 percent of those surveyed had a board member who was openly lesbian, gay, or bisexual. Only 13 percent of board members were what in Canada are termed “visible minorities,” or persons of color. (Bradshaw P., Fredette C., 2012)

Page 17: Inclusive Leadership in Action: Diversity Includes Disability Kathy Miller, MSW, Director of Community Services Guy Caruso, Ph.D., Western Coordinator

Research Findings in the Literature on Including Individuals with Disabilities on Boards

“ Whilst most academic research tackling board diversity is focused on women, numerous social groups (racial/ethnic minorities, disabled people, homosexuals) remain conspicuously underrepresented in decision-making in general and on boards of directors in particular, and this is also a gap in the literature.” (Stone-Romeo E., Stone D., and Lukaszewski K., 2006)

Page 18: Inclusive Leadership in Action: Diversity Includes Disability Kathy Miller, MSW, Director of Community Services Guy Caruso, Ph.D., Western Coordinator

Why is Diversity so Important?

“Recognize that diversity brings richness. Diversity brings new ideas. Diversity brings growth. Diversity brings dynamism. Diversity brings energy. And lack of diversity means sameness, dullness, lack of growth.”

Interviewed board member

Page 19: Inclusive Leadership in Action: Diversity Includes Disability Kathy Miller, MSW, Director of Community Services Guy Caruso, Ph.D., Western Coordinator

Why is a Diverse Board a Benefit?

• Diversity for the sake of diversity, even without pointed constituent representation, can form a base for innovation and creative thinking.

• A diverse board sends a message and sets a powerful example for the entire organization. (Bradshaw P., Fredette C., 2012)

Page 20: Inclusive Leadership in Action: Diversity Includes Disability Kathy Miller, MSW, Director of Community Services Guy Caruso, Ph.D., Western Coordinator

Why is a Diverse Board a Benefit?

• By understanding the power of diversity and by utilizing it appropriately, a nonprofit board possesses the basic tools for creating a responsive and open-minded organization.

• More diversity leads to superior financial performance, better

strategic decision making, increased responsiveness to community and client stakeholders, and an enhanced ability to attract and retain top talent. (Bradshaw P., Fredette C., 2012)

Page 21: Inclusive Leadership in Action: Diversity Includes Disability Kathy Miller, MSW, Director of Community Services Guy Caruso, Ph.D., Western Coordinator

The Value of Diversity on Decision Making Boards

A homogeneous board may not always be ready to deal effectively with problems due to an inherent near- sightedness. Diversity on a board breeds varying opinions, approaches, attitudes, and solutions. (Bradshaw P., Fredette C., 2012)

Page 22: Inclusive Leadership in Action: Diversity Includes Disability Kathy Miller, MSW, Director of Community Services Guy Caruso, Ph.D., Western Coordinator

The Value of Diversity on Decision Making Boards

It requires open-mindedness, curiosity, acceptance, and responsiveness, which can ultimately facilitate understanding and willingness to work together. (Bradshaw P., Fredette C., 2012)

Page 23: Inclusive Leadership in Action: Diversity Includes Disability Kathy Miller, MSW, Director of Community Services Guy Caruso, Ph.D., Western Coordinator

The Value of Diversity on Decision Making Boards

Boards are often expected to “represent” the organization’s constituency. This is a way to create accountability and form a link with the constituents, as long as representation equals to reflecting the needs of the stakeholders, not creating political fights between board members. (Bradshaw P., Fredette C., 2012)

Page 24: Inclusive Leadership in Action: Diversity Includes Disability Kathy Miller, MSW, Director of Community Services Guy Caruso, Ph.D., Western Coordinator

The Value of Diversity on Decision Making Boards

By focusing on defining board diversity in terms of skills and aptitude, we can create a structure for matching organizational needs with acceptable candidates. (Bradshaw P., Fredette C., 2012)

Page 25: Inclusive Leadership in Action: Diversity Includes Disability Kathy Miller, MSW, Director of Community Services Guy Caruso, Ph.D., Western Coordinator

The Value of Diversity on Decision Making Boards

Functional inclusion was found to be positively associated with overall board effectiveness, cohesion, and commitment, while it did little for group cohesion and commitment. Social inclusion, on the other hand, had little direct impact on board effectiveness, but added significantly to group cohesion and commitment. (Bradshaw P., Fredette C., 2012)

Page 26: Inclusive Leadership in Action: Diversity Includes Disability Kathy Miller, MSW, Director of Community Services Guy Caruso, Ph.D., Western Coordinator

The Value of Diversity on Decision Making Boards

There is a need to balance both social and functional inclusion, or else boards neglect one dimension (social inclusion) in favor of focusing prominently on the other (functional inclusion). (Bradshaw P., Fredette C., 2012)

Page 27: Inclusive Leadership in Action: Diversity Includes Disability Kathy Miller, MSW, Director of Community Services Guy Caruso, Ph.D., Western Coordinator

The Value of Diversity on Decision Making Boards

The cumulative implications of diversity and inclusion are complex and intertwined, but largely support our general theme that functional and social inclusion enhance the effectiveness and viability of governing groups, particularly in relation to making the more diverse groups effective, cohesive, and committed. (Bradshaw P., Fredette C., 2012)

Page 28: Inclusive Leadership in Action: Diversity Includes Disability Kathy Miller, MSW, Director of Community Services Guy Caruso, Ph.D., Western Coordinator

The Value of Diversity on Decision Making Boards

The (direct and indirect) patterns of relationships that we found between board diversity and board effectiveness speak to the transformative potential that lies at the heart of inclusion. (Bradshaw, Fredette, 2012)

Page 29: Inclusive Leadership in Action: Diversity Includes Disability Kathy Miller, MSW, Director of Community Services Guy Caruso, Ph.D., Western Coordinator

ILA Statewide Board Diversity Survey

• The Research Work Group developed a 14 Question Survey to collect information and

attitudes on Board Diversity including Disability

• Disseminated to Generic Community Organizations through Survey Monkey

• To date we have 94 respondents representing 35 organizations

Page 30: Inclusive Leadership in Action: Diversity Includes Disability Kathy Miller, MSW, Director of Community Services Guy Caruso, Ph.D., Western Coordinator

ILA Statewide Board Diversity Survey

Page 31: Inclusive Leadership in Action: Diversity Includes Disability Kathy Miller, MSW, Director of Community Services Guy Caruso, Ph.D., Western Coordinator

ILA Statewide Board Diversity Survey

Page 32: Inclusive Leadership in Action: Diversity Includes Disability Kathy Miller, MSW, Director of Community Services Guy Caruso, Ph.D., Western Coordinator

ILA Statewide Board Diversity Survey

What comes to mind when you think of diversity and group decision-making? N=66

Number of Respondents

Percentage of Responses

Inclusion of many perspectives makes for higher quality decisions 25 35.9%

People of all races and genders should be included. 20 31.3%

Diversity is standard for group decision making. 13 20.3%

Response unclear or not relevant to question 7 10.9%

Diversity is not required. 1 1.6%

Page 33: Inclusive Leadership in Action: Diversity Includes Disability Kathy Miller, MSW, Director of Community Services Guy Caruso, Ph.D., Western Coordinator

ILA Statewide Board Diversity Survey

88% of the respondents said that their organization actively sought to recruit members

with the goal of increasing diversity

Page 34: Inclusive Leadership in Action: Diversity Includes Disability Kathy Miller, MSW, Director of Community Services Guy Caruso, Ph.D., Western Coordinator

ILA Statewide Board Diversity Survey

88% of the respondents said that their organization actively sought to recruit board members with the goal of increasing diversity

Page 35: Inclusive Leadership in Action: Diversity Includes Disability Kathy Miller, MSW, Director of Community Services Guy Caruso, Ph.D., Western Coordinator

ILA Statewide Board Diversity Survey

• 100% of board member respondents indicated that they would consider the inclusion of a qualified candidate with a disability to serve on their board of directors or decision making group if they knew where/how to identify and recruit them.

• 81% of respondents indicated that they would very likely nominate a highly qualified candidate with a disability to serve on their decision making group.

Page 36: Inclusive Leadership in Action: Diversity Includes Disability Kathy Miller, MSW, Director of Community Services Guy Caruso, Ph.D., Western Coordinator

ILA Statewide Board Diversity Survey

71% of the Respondents indicated that their community organization have a nominating committee to select board members

When asked how does your board usually recruit new members? N= 64

Number of Respondents

Percentage of Responses

Nomination and Recommendation 32 50.0%Informal Networks (Word-of-Mouth) 19 29.7%Other/No Process 6 9.4%Application Process 4 6.3%Volunteers 3 4.7%

Page 37: Inclusive Leadership in Action: Diversity Includes Disability Kathy Miller, MSW, Director of Community Services Guy Caruso, Ph.D., Western Coordinator

ILA Statewide Board Diversity Survey

39 Board members indicated that they would be interested in receiving information on

recruiting and supporting a qualified person with a disability to serve on their decision

making groups/board of directors

Page 38: Inclusive Leadership in Action: Diversity Includes Disability Kathy Miller, MSW, Director of Community Services Guy Caruso, Ph.D., Western Coordinator

ILA Curriculum Design

• The ILA Curriculum will be delivered to board members of selected interested generic Community Organizations.

• We will select community organizations in western and central Pennsylvania, located near Pittsburgh and Harrisburg.

Page 39: Inclusive Leadership in Action: Diversity Includes Disability Kathy Miller, MSW, Director of Community Services Guy Caruso, Ph.D., Western Coordinator

ILA Curriculum Design

Pilot training will begin in the Spring of 2015Organizations will be invited to training based on their: – Expressed interest in participating, ( identified

through their survey response);– Their affiliation with our community partners and

members.

Page 40: Inclusive Leadership in Action: Diversity Includes Disability Kathy Miller, MSW, Director of Community Services Guy Caruso, Ph.D., Western Coordinator

ILA Curriculum Design

The intent of the training is to: provide evidence-based information on the

value of including qualified individuals with disabilities on an organization’s governance boards; so that

board members will learn the intrinsic value to their organizations of more inclusive boards in our communities.

Page 41: Inclusive Leadership in Action: Diversity Includes Disability Kathy Miller, MSW, Director of Community Services Guy Caruso, Ph.D., Western Coordinator

ILA Curriculum Design

The ILA curriculum has 5 Learning ObjectivesBoard Members will:

1. Understand the theory and evidence behind the idea that effective inclusion of many different perspectives leads to better decision making.

Page 42: Inclusive Leadership in Action: Diversity Includes Disability Kathy Miller, MSW, Director of Community Services Guy Caruso, Ph.D., Western Coordinator

Evidence–Based Information

Key Objective to be shared:A compilation of user friendly evidence-

based facts on the benefits of a diverse board to the organization.

Page 43: Inclusive Leadership in Action: Diversity Includes Disability Kathy Miller, MSW, Director of Community Services Guy Caruso, Ph.D., Western Coordinator

ILA Curriculum Design

Board Members will:

2. Understand the current practices and/or trends in their community regarding board diversity specifically related to individuals with disabilities.

Page 44: Inclusive Leadership in Action: Diversity Includes Disability Kathy Miller, MSW, Director of Community Services Guy Caruso, Ph.D., Western Coordinator

Current Practices and Trends

Some Key Actions include :

Sharing the results of our survey.Highlighting testimonials/vignettes about current

successful board members who experience a wide range of disabilities.

Page 45: Inclusive Leadership in Action: Diversity Includes Disability Kathy Miller, MSW, Director of Community Services Guy Caruso, Ph.D., Western Coordinator

ILA Curriculum Design

Board Members will: 3.Know how to and be willing to make

accommodations for people with disabilities on their boards, committees and work groups.

Page 46: Inclusive Leadership in Action: Diversity Includes Disability Kathy Miller, MSW, Director of Community Services Guy Caruso, Ph.D., Western Coordinator

Accommodations

• Some Key Objectives: Raise awareness of the individual nature of

accommodations needed for people with disabilities.

Be willing to make accommodations on their own boards.

Have information on how to make accommodations.

Page 47: Inclusive Leadership in Action: Diversity Includes Disability Kathy Miller, MSW, Director of Community Services Guy Caruso, Ph.D., Western Coordinator

ILA Curriculum Design

Board Members will: 4. Know how to locate and access potential

new board members with disabilities in their area.

Page 48: Inclusive Leadership in Action: Diversity Includes Disability Kathy Miller, MSW, Director of Community Services Guy Caruso, Ph.D., Western Coordinator

Key Actions:Provide boards with resources on where potential board

members may be found; e.g. disability organizations and disability leadership development training program contacts.

Provide technical assistance to community organizations in the matching process.

Locate and Access Potential Board Members

Page 49: Inclusive Leadership in Action: Diversity Includes Disability Kathy Miller, MSW, Director of Community Services Guy Caruso, Ph.D., Western Coordinator

ILA Curriculum Design

Board Members will: 5. Know the basic requirements of creating a

group culture that maximizes diversity.

Page 50: Inclusive Leadership in Action: Diversity Includes Disability Kathy Miller, MSW, Director of Community Services Guy Caruso, Ph.D., Western Coordinator

Creating a Group Culture

Key learning Objectives :Understand how to share knowledge.Know how to build a culture of close listening.Know how to promote open communication.Is able to create well-defined process and goals.Know how to use tools and process to support equal

participation.

Page 51: Inclusive Leadership in Action: Diversity Includes Disability Kathy Miller, MSW, Director of Community Services Guy Caruso, Ph.D., Western Coordinator

Thank you !!For further information, please contact:

Kathy [email protected]

Guy [email protected]

Page 52: Inclusive Leadership in Action: Diversity Includes Disability Kathy Miller, MSW, Director of Community Services Guy Caruso, Ph.D., Western Coordinator

Inclusive leadership in Action Bibliography

Bradshaw, P. & Fredette, C. (2012) The Inclusive Nonprofit Boardroom: Leveraging the Transformative Potential of Diversity, BoardSource ‘Benefiting from Diversity’ and Non Profit Quarterly Burns, C., Barton, K. & Kerby, S. (July 2012) The State of Diversity in Today’s Workforce: As Our Nation Becomes More Diverse So Too Does Our Workforce, Center for American Progress

Diversity on Boards (2014) National Council of Nonprofits, www.councilofnonprofits.org Boards and Governance

Ferreira, D. (2010). Board diversity. In H.K. Baker & R. Anderson (Eds.), Corporate governance: Asynthesis of theory, research, and practice (pp. 225-242). Hoboken, NJ: John Wiley & Sons, Inc.

First People of California, Inc. (2008). Boardmanship: Inclusive and accessible (PDF document). Retrieved from http://www.dds.ca.gov/ConsumerCorner/docs/Boardsmanship_Eng.pdf.

Page 53: Inclusive Leadership in Action: Diversity Includes Disability Kathy Miller, MSW, Director of Community Services Guy Caruso, Ph.D., Western Coordinator

Inclusive leadership in Action Bibliography

Fredette, B., Fredette, C. , & Bradshaw, P ( 2006) Creating Diverse Non-Profit Boards: Engaging Multiple Dimensions of Power1, Schulich School of Business, York University

Goodstein, J; Gautam, K; and Boeker, W (1994) The effects of board size and diversity on strategic change, Strategic Management Journal (Impact Factor: 3.78). 02/1994; 15(3):241 - 250. DOI: 10.1002/smj.4250150305

Hewlett, S.A., Marshall, M. & Sherbib, L. (December, 2013) How Diversity Can Drive Innovation in Harvard Business Review - The Magazine.

Institute of Corporate Directors (2011). Diversity in the boardroom: findings and recommendations of the institute of corporate directors. Toronto, ON: Institute of Corporate Directors.

Menendez, Senator R. (2010) 2010 Corporate Diversity Report - www.menendez.senate.gov/.../CorporateDiversityReport2....

Page 54: Inclusive Leadership in Action: Diversity Includes Disability Kathy Miller, MSW, Director of Community Services Guy Caruso, Ph.D., Western Coordinator

Inclusive leadership in Action Bibliography

Sealy, R., Doldor, E., & Vinnicombe, S. (2009). Increasing Diversity on Public and Private Sector Boards. Part 1 - How diverse are boards and why? London: Government Equalities Office.

Stone-Romero, E., Stone, D., & Lukaszewski, K. (2006). The influence of disability on role-taking in organizations. In A. Konrad, P. Prasad, & J. Pringle (Eds.), Handbook of workplace diversity. (pp. 402-432). London: SAGE Publications Ltd.

Strachan, G. , French, E.L. & Burgess, J. (2010) The origins and development of managing diversity. In Strachan, Glenda, French, Erica L., & Burgess, John (Eds.) Managing Diversity in Australia: Theory and Practice. McGraw-Hill, Sydney, Australia, pp. 1-16.

Thomas, D.A. (September 2004) Diversity as Strategy, Harvard Business Review