Haiyya Leadership Competencies

June 1, 2013

Guidelines
Goal to provide common definition and language for:
Leadership development framework for fellows and team Team goal-setting, self-evaluations and reviews Ongoing feedback Recruiting of fellows and team members Identifying development needs for fellows and team members

How to read this document

Not a checklist, but grounds for shared understanding More work to be done
Develop appropriate training and development programs for Haiyya team and fellows Will look forward to your feedback

Haiyya Competencies
STORYTELLING: COMMUNICATION
Issue Understanding and Relevance Storytelling & Public Narrative Communicating (Written and Verbal)

RELATIONSHIP BUILDING & MANAGEMENT

Managing Internal and External Relationships Developing Commitment Radically Hospitable

CONTRIBUTION TO HAIYYA
Building & Preserving Our Organization Moral Imagination and Learning Orientation Leadership in the Field

STRUCTURING: PEOPLE MANAGEMENT & TEAMWORK

Being a Team Player Managing Self & Others Coaching & Leadership Building Delivering & Receiving Feedback

STRATEGY & ACTION: PROJECT MANAGEMENT & EXECUTION

Managing Project & Delivering on Project Objectives Designing Tasks to Build Leadership Designing & Facilitating Meetings Adaptability and Iteration

Core Leadership Competencies

Core Competency: Storytelling: Issue Identification & Communication

Description
Pusues personal learning about issues selected Understand political, cultural and economic context of issues selected Maintains leadership development and community building as center of all issue engagement

Issue Understanding and Relevance

Storytelling & Public Speaking

Communicates the Haiyya model and successfully connects with and inspires people using personal stories and simple anecdotes Consistently succeeds in connecting others to Haiyyas work through stories Identifies stories within Haiyyas work that illustrate impact and values Utilizes storytelling as an alternative presentation style weaving both facts and narratives into verbal or written presentations Adjusts stories to different audiences and media mobilizing others to support our work Uses appropriate communication method (i.e., email, phone, written or in-person) Makes strong and inspiring oral presentations with clear purpose, effective use of time, and adept handling of questions on topic Writes strong, crisp and well structured documents

Communicatin Delivers equally effective one-on-one and group presentations g (Written and Balances communications by keeping stakeholders appraised of needed information and while not over-copying Verbal)
Consistently displays ability to keep Haiyya values at the heart of communications such as 24 hour call returns, answering emails in a timely fashion, etc. Uses inspiring verbal communications that excite audiences about our work

Issue relevan but that li

Core Competency: Relationship Building and Management

Description
Treats others with respect and courtesy, both internally and externally Independently builds, manages and owns relationships Prioritizes new and existing relationships Communicates with grace, generosity and integrity with individuals across languages, cultures, geographies and economic classes, cultivating relationships across lines of difference with trust and mutual understanding Manages relationships effectively and pulls in other resources as necessary Seeks mentoring from senior staff to successfully manage internal and external relationships Shares relevant information with stakeholders along entire process from inception to project delivery Uses listening as a tool to effectively build relationships Remains present and attentive at individual and group meetings Uses different tactics (one:ones, mass meetings, events, etc.) to build relationships

Managing Internal and External Relationships

Building Commitment

Drives action and commitment from relationships Is clear about asks from individuals in communities Follows up in a timely manners with a specific responsibility

Constantly assessing resources of individuals and identifying opportunities within the organization and campaigns for contribution
Welcoming to everyone who touches Haiyya in person or virtually JOSH CAN LIKELY PROVIDE THE REST

Radically Hospitable

Core Competency: Structuring: People Management & Teamwork

Description
Understands role on team and is willing to contribute to team's success beyond specific role Contributes positively to team dynamics to create a positive team experience Seeks and shares relevant information with team, even when not directly asked Balances need for quality work product and development needs of volunteers and fellows Solicits diverse participation and manages team dynamics Sets example of teamwork by involving others in decisions Speaks up and corrects team dynamics that may lead to internal conflict

Being a Team Player

Scopes realistic work plans for fellows, interns and volunteers; delegates appropriate timelines and amount of work; provides appropriate supervision and feedback Managing Self Actively supervises, manages, and drives towards quality work product and development experience & Others Consistently manages upwards and laterally to effectively prioritize work Creates opportunities to contribute and improve Acumen Funds work Consistently building snowflake structure and able to communicate it to others Supports peers in learning and brainstorming Mentors and coaches fellows, interns, and volunteer Solicits coaching from senior team members as necessary Actively managing career planning of self and others

Coaching & Leadership Building

Delivering & Receiving Feedback

Solicits and quickly incorporates informal and formal feedback from team and supervisors to improve performance Sets example of receiving and providing feedback by being direct, open and responsive Creates culture of feedback and openness to dialogue through formal review process and informal feedback Provides balanced feedback

Core Competency: Strategy & Action: Project Management & Execution

Description

Managing Projects & Delivering on Project Objectives

Clearly defines project goals and timeline and communicates project vision to team, translating Haiyya goals into projects Defines and/or seeks clarity on decision making processes for projects Defines appropriate project metrics for success and ensures project metrics are fulfilled Shares drafts in a timely manner to define expectations and anticipate problems, effectively manages delays and disruptions Provides feedback during the project Is able to helicopter from details to high-level objectives seamlessly Adheres to and facilitates decision-making process by participating actively Delivers high quality finished product on time with guidance and support from supervisors or peers

Ensures five criteria of tasks when delegating work: 1) Task identify, 2) Task significance, 3) Autonomy, 4) Xx, 5) Xx Designing Tasks to Build Seeks guidance to ensure tasks are design appropriately Leadership

Adaptability and Iteration

Does not allow disruptions or changes in the environment to cause significant delays or frustration Maintains listening attitude willing to allow previous assumptions to be questioned Build adaptation and iteration into all work plans Creates agendas, determines appropriate mix of participants and topics for a productive meeting Runs internal and external meetings with a clear and compelling agenda and objectives, and follow-up that advances a clear institutional agenda Facilitates productive meeting environment where participants have clear roles, are energized in the meeting and motivated for follow-up Facilitates divergent opinions to create a shared outcome Shares outcomes with appropriate individuals for timely follow-up Follows-up on meetings efficiently and incorporates feedback as appropriate

Designing & Facilitating Meetings

Core Competency: Contribution to Haiyya

Description
Willingness to go above and beyond specific role to work on high priority organization building activities

Building & Preserving Our Organization

Actively seeks ways to improve organizational processes Uses financial discipline in all decisions and actively seeks ways to reduce costs Demonstrates willingness to learn and to teach others daily

Moral Imagination &

Learning Orientation

Empathetic and comfortable walking in the shoes of the communities we serve Willing to ask challenging questions Highlights the communities we serve in internal and external communications Serves Haiyya team, fellows, leaders, partners, friends and community with grace, integrity and generosity Displays drive to meet the needs of the community and question the status quo of engagement in all aspects of work and communication Refutes apathy as a way of being Actively incorporates creativity, culture and ethics into daily work Constantly curious and driving curiously of others Lives the values of Haiyya and can clearly represent the mission to internal and external audiences Strong understanding of economic, political and social systems which affect our work Begins to build networks of influence Sees our work as levers for broader systems change Actively seeks feedback to understand intended and unintended consequences to refine strategy

Leadership in the Field

Functional Competencies
Haiyya yet

Acumen Fund Functional Competencies

PORTFOLIO
Spotting Innovations and Contributing Knowledge

KNOWLEDGE
Contributing Insights to Sector Developing Content for External Communications Delivering Value to Strategic Partners Managing External Resources Utilizing Tools to Build Knowledge and Community

TALENT
Learning Orientation Developing Talent Management Tools & Systems Relationship Building with Internal Team & External Partners Operational Excellence

BUSINESS DEVELOPMENT
Fundraising Managing External Relationships Proposal Writing & Negotiating Researching Developing & Using Tools and Systems

apt to : Investment Due emsDiligence ledge Deal Structuring ning Adding Value to
Investees & Customers

y to that given do Commitment to Metrics Performance hich & case, we Management e out a way to cific skills based job
Finance

ADMINISTRATION & OPERATIONS

Administration Legal Executive Assistant

Functional Competencies: Portfolio

Associate Identifies investment opportunities that are consistent with portfolio strategy Identifies external networks Manager Director/Chief Spotting Innovations and Contributing Knowledge Takes risks or pushes the envelope of innovation Develops and builds global portfolio strategy within the sector Originates block-buster deals that bring true innovation to Possesses clear domain expertise and relationships the sector external to Acumen Fund that show how investments Is viewed as a thought leader in sector fit into evolution of sector innovation Understands country and issue context of all investments clearly Conducts due diligence consistently with clear prioritization and detailed analysis of risks Reviews historical performance of organization and entrepreneur thoroughly Conducts face-to-face meetings to understand "character" of entrepreneur and extent of operations Guides team on due diligence Conducts face-to-face site visits with PM and senior Acumen Fund staff to understand character of entrepreneur Tests and validates all major assumptions within reason

Investment Due Diligence

Conducts due diligence effectively Completes risk assessment Introduces new or additional facts, context and analysis

Deal Structuring

Completes financial and operational models Tests detailed financial and operational model reality against on the ground data Translates financials pro forma with few analytical gaps and tests most major Builds financial models with range of scenarios and assumptions sensitivity analysis on core issues of financial sustainability and scale Supports the deal structuring process Works effectively with senior management, internal Asks effective questions and seeks out and external legal resources and entrepreneur to information and support on unfamiliar dimensions execute and close deals in a timely fashion of investment structure Manages investment committee process
Offers strategic advice and guidance to entrepreneur and management team Considers ways to provide student teams and MBA interns with opportunities to work with investment and their team Identifies opportunities for additional management support Provides trusted advice on core business issues relating to Acumen Fund investment Considered for board seat or "kitchen cabinet" for major business decisions Actively seeks out additional resources with the experience and skill to help solve core business issues of investment

Guides team on deal structuring Provides insights into success optimization and clearly lays out financing and capital structures Clearly ties deal structure into cash flows, sources and uses of investment capital Develops term sheet and legal agreements seamlessly with effective coordination of entrepreneur, internal and external legal resources
Advises senior management at both professional and personal level on range of issues, primarily relating to Acumen Fund, but also beyond our investments Considered for board seat Creatively brokers involvement of range of Acumen Fund resources, including interns and fellows, partners, advisors, who can substantially improve company performance Builds metrics into deal structure and shared agenda for on-going management of investment Provides insights into social metrics that prove impact Manages portfolio metrics such as speed through pipeline, reaching annual targets, etc. Guides team in business planning analysis and creatively garners resources to support investees, may serve on board

Adding Value to Investees & Customers

Commitment to Metrics & Performance Management

Completes necessary financial, operational and social metrics in investment Collects periodic monthly reports and data from investment Analyzes business issues relating to investment and identifies problem areas

Reviews metrics with team and includes comprehensive list of operational and financial metrics in deal Collects and analyzes monthly reports from investments and considers social metrics Provides constructive suggestions and resources to critical post-investment business needs

Functional Competencies: Knowledge

Associate Manager Director/Chief Contributing Insights to Sector

Finds and collects content that illustrate insights and key trends of sector Supports development of knowledge and insights (e.g. articles, white papers, etc.) Interacts with institutions involved in developing knowledge and research with us

Understands audiences and creates the correct mix of content material and visual aids for appropriate audience Collects and also generates appropriate media stories and knowledge objects Identified and collaborates with institutions to create knowledge and insights for the field (cases, research, articles, etc.)

Focuses on strategic recommendations concerning knowledge & content creation Authors original pieces for external publication Actively seeks opportunities to connect with thought leaders within sector Tracks research and best practices to position Acumen Fund as a thought leader

Developing Content for External Communications

Understands target audience (partners, investees, public etc.) Possesses strong editing, proof-reading and relevant writing skills Understands basic design concepts

Translates complex ideas and synthesizes information for Develops vision and overall communications diverse use (e.g. adapting technical investing information strategy for blog entries) Guides team in content development and Supports broad AF team in contributing to storytelling communicating messages and communication efforts Represents Acumen Fund externally, specifically Ability to design and structure communications materials through media and conferences Delivers media-ready content in written or oral form Manages key media relationships Understands needs and interests of strategic partners, such as investors, corporations, universities Effective in designing and delivering specific products for key partners, including communications, reports, proposals, and summaries Leads proposal drafting effort and regularly creates nearclient-ready proposals Builds and manages relationships with Acumen Fund investors, universities, corporations and other strategic partners (e.g. corporate circle) Identifies and meets the needs of key partners through sharing of knowledge and access to AF team and networks Cultivates and manages big ask relationships

Delivering Value to Strategic Partners

Displays comfort working with strategic partners and effectively communicates with them through appropriate follow-ups and feedback Supports the delivery of specific products for key partners, including communications, reports, proposals, and summaries

Managing External Resources

Corresponds with key external resources (vendors, advisors) and develops volunteer resources

Identifies and screens external resources such as PR firms, design firms and contractors Manages relationships with external resources towards specific outcomes

Ensures accountability for external resources and also manages advisor relations Manages contract development, invoicing, and performance assessment of key external resources Selects and engaged advisors
Guides team in development and utilization of tools and systems Assures strategic and efficient use of knowledge capture and sharing tools across organization

Utilizing Tools to Build Knowledge and Community

Utilizes appropriate forms and templates online or otherwise to efficiently share knowledge internally and externally Familiar with relevant tools (PDMS, Salesforce) for data capture and synthesis

Manages and creates systems for knowledge sharing and communications, including intranet, website, and new tools

Functional Competencies: Talent

Associate Values and supports learning culture across firm Manager Builds systems to promote learning culture across firm Seeks innovative ways to stretch individual and team development and career path Advocates feedback and development Director/Chief Develops vision & strategy of learning culture in internal HR processes as well as Fellows Program Understands learning needs for the Acumen Fund team

Learning Orientation

Developing Talent Management Tools & Systems

Understands the link between Talent pillar and Acumen Funds business strategy Displays an interest for key trends in talent management and shares this information appropriately with team

Translates Talent strategy into processes and policies that balance needs across Acumen Funds global team Is aware of key trends and thought leaders in talent management for social enterprise

Develops vision and creates Talent strategy that ties into Acumen Funds business goals

Possesses superior people skills Handles sensitive materials with confidentiality

Relationship Building with Internal Team and External Partners

Builds trusting relationships with team Manages relationships across sector with other organizations regarding talent Leverages and engages external resources as necessary in all aspects of work

Becomes a trusted advisor to the Acumen Fund team Manages relationships with senior management Provides trusted advice to the CEO Is recognized as an expert in external networks and in the sector Communicates externally to drive Talent strategy in the field Builds, utilizes and manages advisory networks to build excitement and momentum around Talent

Operational Excellence

Manages basic talent management processes including HR and Fellows Program Co-ordinates effectively with larger operations team (i.e., visas and legal; payroll and finance, etc.) Organizes and manages records and information efficiently

Manages delivery of traditional HR recruiting, training and development, performance management, reward / compensation, etc. Effectively garners and facilitates Fellows Program and manages fellows experience through the year with investees, country teams and senior management Ensures effective co-ordination of talent department with overall organization

Leverages significant expertise and experience in Talent management Guides team in coordinating administration across organization

Functional Competencies: Business Development

Associate Connects with different people at various levels and builds meaningful relationships Succeeds in connecting with and inspiring people from diverse backgrounds and motivating them to support Acumen Fund Successfully and comfortably makes philanthropic asks of at least $50,000 within own segment (Individual, Institution, Partner) Manager Recognizes and responds to prospective/existing Partner priorities, customizing written and verbal communications to adapt to and meet these priorities An excellent listener who can craft and customize a story appropriately and who regularly connects with prospects in a meaningful way Uses necessary tools to empower non-BD staff and successfully manage their own outreach efforts Successfully and comfortably makes philanthropic asks of at least $100,000 and shows the ability to close funders across segments Director/Chief Develops vision and strategy for business development and fund-raising Displays style of being outcome-driven, as opposed to process-driven more discriminatory in events attended and translating into outcomes Influences sector and field in how to raise money in social sector to create sustainable firms Succeeds in compressing the typical ask cycle with storytelling and communication skills Successfully and comfortably makes philanthropic asks of at least $1,000,000 regardless of segment

Fundraising

Managing External Relationships

A strong relationship manager who begins to "own" their segment (e.g., Individual, Partner, Institutional) Ability to recognize how to cultivate relationships

Leads the flow of relationships for a given segment (e.g., Individual, Partner, Institutional) for Acumen Fund Possesses skills, maturity and expertise to manage a number of priority relationships in a given segment Successfully cultivates new individual and institutional relationships for Acumen Fund

Successfully builds and manages relationships across industries, geographies, segments (Individual; Institutional; Corporate; etc.), and sectors Advises and connects Acumen Fund Partners and prospects across the spectrum Becomes a trusted resource for external Acumen Fund partners and Board members Builds, utilizes and manages advisory networks

Proposal Writing and Negotiating

Creates draft proposals that incorporate the required factual and structural elements Identifies situations requiring negotiations and consults Managers and Directors as needed Conducts independent research on individuals/institutions Presents research in consolidated fashion to senior management Utilizes Raisers Edge and business productivity tools (e.g., Excel, PowerPoint) for database management and creation of presentations

Regularly creates near-client-ready proposals Successfully negotiates and explains Acumen Fund priorities and incorporates Partner priorities from proposal phase to close Successfully synthesizes research findings Demonstrates new insights and action plans from research results

Guides team in proposal writing and negotiations Successfully negotiates across all levels of external organizations (CEO/President on down)

Guides team in research projects

Researching

Developing & Using Tools and Systems

Possesses mastery of all business productivity tools for Guides team in fundraising systems database management and creation of presentations

Functional Competencies: Administration & Operations

Associate
Possesses functional expertise in financial accounting principle and processes Possesses good spreadsheet skills Uses financial accounting software and financial tools competently (e.g. Financial Edge) Possesses a strong quality of service to team Gives superior attention to detail

Manager
Demonstrates skill at managing all internal financial administration needs Identifies strategic needs and makes recommendations to add value to internal financial department or Acumen Fund as a whole Able to inculcate financial discipline across organization Effectively manages relationships with vendors, Business Development team and investees Communicates financial and budgeting concepts and information in a clear, user-friendly fashion

Director/Chief
Oversees the budget process and manages relationships with team, board, vendors, outside auditors, bankers etc Understands fiduciary, treasury, financial and management functions Possesses superior financial forecasting and investment management skills Effectively utilizes knowledge of foreign operations to leverage business Delivers financial oversight and prudence with effectiveness but firm diplomacy Takes strong positions in time of need to ensure long-term viability of the organization Displays comfort in communicating financial, management and budgeting decisions to the Board

Finance

Understands and is aware of policies to support administrative tasks Utilizes office equipment and other relevant technology to meet organizational needs Displays attention to detail and produces accurate work product Is well organized and takes ownership of assigned task Monitors and reconciles admin budget and tracks office expenditures Functions as a corporate/commercial generalist under supervision of General Counsel Supports deal structuring and drafting Possesses intermediate expertise in transactional work Ability to learn / issue-spot on new areas of law (e.g., immigration, intellectual property) Ability to work proactively with business colleagues to mitigate risk with a solution orientation

Effectively initiates and manages all administrative, operational and technological aspects of the physical office environment Manages relationships with vendors and other 3rd party service providers Possesses organizational judgment to provide strategic recommendations Defines and manages Technology and Administration budgets, recommending use of funds

To be developed with the growth of Acumen Fund

Administration

Functions as a corporate/commercial generalist with oversight by General Counsel Provides basic advice on legal issues (e.g. immigration, contracts, intellectual property) Is a critical resource for deal structuring, drafting and negotiation Possesses level of deal expertise to develop first draft of deal documentation and deliver deal training to Acumen Fund staff Possesses mastery of corporate secretariat function Knows when to call upon and strategically utilize outside counsel

Able commercial/corporate generalist Some familiarity with entire spectrum of legal issues Trusted business / legal advisor

Legal

Garners team to support activities

N/A Usually, executive assistants career track will involve mobility to a different division at Acumen Fund

N/A

Executive Assistant

Manages conflicting priorities and negotiates with different parties Communicates effectively with Acumen Fund community