Regardless of where we are placed structurally in relation to the organizations we serve, I have learned that we have an opportunity to become embedded by building relationships with stakeholders and earning the trust of the visitors and organizations we serve. This leads to ombuds being recognized as an indispensable and unique resource. Ombuds who describe themselves as embedded without acknowledging that embeddedness is an earned state and something we continuously have to work at do a disservice to the profession and the organizations they serve.
Your last point about the Standards of Practice being aspirational is critically important. I would like to see the IOA play a greater role in setting and enforcing accountability measures that uphold the SoPs. This will be a big step towards advancing our profession, IMHO.
Thanks again for moving the conversation forward.
]]>Thank you for your thought-provoking and professionally shared insights! I genuinely appreciate that you took the time to challenge my approach and to offer additional perspectives on the subject. It is through this kind of dialogue that concepts emerge and ideas are refined.
In your comments, you urge me to use a different term rather than “embedded.” I want to explain why I consciously chose the term and why I reframed the discussion in reaction to the rather polarizing and binary debate at the International Ombuds Association conference in Miami (regarding internal and external models of providing ombuds services).
As the main post above notes, the term embedded is defined with five different applications (see paragraph 2., of the article). What I noted was that the first four of the five definitions of the term directly applied to how I elected to use it – “closely fitting into something,” “incorporated as an essential characteristic,” “working within a unit as an external (such as journalist [non-combatant] within a military unit),” and “working closely with a group or being invited as an expert.” Only the fifth use of the term ostensibly applies to organizational structure, i.e., placing “one resource into a larger resource.”
During the discussion in Miami, I observed that “embedded” was being conflated with the term “internal,” in an apparent effort to leverage the qualitative connotations of embeddedness to suggest that internal placement is inherently superior. Given of the predominant dictionary definitions, I believe using the term embedded to refer to internal ombuds (i.e., those who are directly employed by their organization) carries an implied value judgment that, regardless of other factors (such poor reporting structure, mandatory reporting, limited access, or poor ombuds skills), the model is inherently superior. While you assert that I have appropriated the term, to the contrary, I believe that I have more accurately used the term. In fact I would encourage more precise and neutral framing when referring the internal ombuds approach.
In my thirty years of ombuds work and ombuds program review, I have found that the assumption that internal placement is inherently superior is not automatically the case. I have seen any number of internal programs fail for a variety of reasons, but primarily for one of two reasons: either the ombuds failed to adequately engage (embed themselves, as I use the term) with the key stakeholders causing the program to lose trust and relevance, or the program was so poorly structured (as I use the term) that it was programmed to fail – either losing the confidence of the workforce, or of management, or both. My perspectives are informed by my experience within all three approaches – having served as an internal ombuds, a contract ombuds, and an outsourced provider of ombuds services.
I acknowledge that the way I use the term is new to our community lexicon. You suggest “integration” is perhaps a better term to describe the concept, but I find its formal definitions do not capture the concept. Beyond using the term to refer to equality for racial, ethnic, or religious groups, “integration” is defined as ”(1.) combining or coordinating separate elements so as to provide a harmonious interrelated whole, and (2.) organized or structured so that constituent units function cooperatively.” While these terms come close, they fall short, given the Standards of Practice requirements for independence and impartiality. As defined, integration connotes working within the hierarchy and sharing their goals. Ombuds very openly work independently of the organization’s hierarchy and sometimes have to be the messenger that some function or goal is a problem.
In contrast, for example, an “embedded” journalist in a combat unit is not part of that unit, but performs their independent duties within it. The embedded journalist, does not set mission priorities and may not even support the mission’s goals. No one expects the journalist to directly engage in combat. Similarly, the ombuds works within the organization, but independent to it. Thus, I selected the term embedded very deliberately.
As someone with years of experience as a lawyer, mediator, ombuds, arbitrator and program auditor, I chose to reframe the discussion following the Miami conference. I believe this is an appropriate role and my right and perhaps even an obligation. You may, of course, reject my reframing. Only time will tell, whether it will gain traction, though I take it as a positive sign that the IOA chose to repost my blog with my permission.
In your original post comment, you stated that “the promotion of outsourcing within our field [ombuds] is undercutting our [presumably internal ombuds] ability to engage effectively in our organizations” yet you offered no supporting evidence. You also shared the unsupported assumption that “outsourced positions are not structured to be well-engaged with their organization.” In my research and experience, however, I have found that – regardless of model— the critical success factors are adequate embedding and sound structure (as I use the terms). I’ve found that, in some settings, the organizations themselves deliberately chose the outsourced model because they perceive advantages. Examples include the CEO who preferred the model because they felt that no internal person could be viewed by the skeptical workforce as adequately independent, or the CEO who preferred the outsourced model because they believed that it actually better ensured supervision and quality service, as no one internal to the organization was qualified to evaluate and determine whether the ombuds was performing the role as required by the SOPs and sound structuring. But the terms of the contract had those commitments.
I appreciate that you agree in principle with the need for deeper discussion and greater focus on how ombuds can enhance their effectiveness and quality of engagement. I am grateful that you challenge and add depth to the perspectives, prompting my own deeper reflection on the role of effective embedding and sound structure to avoid suboptimal results. Whether the term, as I use it, is embraced or rejected, I believe the primary goal is understanding the key engagement elements that distinguish a struggling program from effective and durable ones.
Finally, in the larger context of my fairly long and deep involvement in the ombuds community, I see a larger issue looming, which has been largely ignored: the role of the Standards of Practice – or lack of a role. As a community, we continue to accept aberrant practice variants and structural deficiencies. For example, the person who introduced themselves to me as the Title IX Coordinator/Campus Ombuds. While our Standards of Practice articulate a sound model, over the years, our practice community has demonstrated that it values inclusivity (encouraging membership growth) over the exclusivity of requiring any compliance with the standards. Thus, the SOPs remain largely aspirational. Even after fifty years, essentially anyone may call themselves an ombuds and practice any way they like. Many question why ombuds cannot further “professionalize” the role, but my view is no professionalization will come without reasonable enforcement mechanisms, excluding invalid practice variants, and ensuring reasonable compliance in order to use the term ombuds. Until this day comes, all of our discussions are sort of academic.
]]>Thank you for the insightful and well-articulated expansion to the discussion! I think you have added an excellent and deeper dimension to it. I’ve struggled to wrap words around this aspect of the evolving dynamic. When I first entered the profession in the 1990’s, the concept of a “corporate ombudsman” was that the position was typically filled by an existing late-career member of the organization, who stepped into the position as their last role before they retired. Essentially, by definition, this person was highly “embedded,” but they were also highly independent by virtue of their late-career status. The view was that a person at this point in their career was less subject to any career pressures.
Today, the role is very different. Many seek and obtain ombuds roles as an early career option. This phenomenon has implications for the ombuds role as well. Early career individuals can be readily trained in the transactional aspects of the ombuds role and they can provide excellent transactional support, such as explaining options and alternatives to visitors. But, if one strategic objective of the ombuds community is to be viewed as a fundamental risk management resource to the organization, do these individuals carry the same gravitas as someone well known to the leadership of the organization who has “earned their stripes” so to speak. It is a conundrum. We want inclusive, fresh ideas and energy, but at the same time, we want the ombuds to be a respected resource to which senior management can turn to explore strategic and serious risk management concerns.
In any event, I think your comment gets to the heart of the underlying dynamic tension that is at play here. Again, many thanks for the wonderful way you articulated it!
]]>I posted these comments on Tom’s blog’s initially, but will follow Reese’s example and post them here as well.
I agree that effective long-term engagement with organizational stakeholders (or “embeddedness” as you define it) is key to success as an ombuds. However, I think we are losing sight of a few important realities:
1) The design and structure of an ombuds position are extremely important. This is because the ability of an ombuds to be effectively engaged with their organization is highly dependent on the structure and design of the role. Can an individual be effective and well engaged with their organization even if they are in a poorly designed, disempowered position? In theory, yes, but it would be much easier and more probable for the same individual to be effective if their position was better structured.
2) We are not distinguishing between an externally contracted ombuds and the outsourced model. In the outsourced model that is being most heavily promoted, the organization contracts with a corporate business entity that then subcontracts with individual practitioners.
3) The promotion of outsourcing within our field is undercutting the ability of ombuds to engage effectively with our organizations. Outsourced positions are not structured to be well-engaged with their organizations, and they devalue the credibility of the ombuds role for the rest of us.
4) An ombuds is a person not a business. The outsourced model involves a corporate business entity effectively serving in the ombuds role. This represents a radical departure from any existing ombuds model. It raises questions and concerns that have yet even to be articulated, much less considered seriously, because we are not distinguishing it from an externally contracted individual ombuds.
5) I think many of us are conflating the services we provide with the role we serve in. Providing conflict coaching services does not mean we are serving as an ombuds. By defining ourselves by the tools we use, we are allowing our role to be redefined and watered down. Howard Gadlin warned us of this trend more than a decade ago. (See https://ioa.memberclicks.net/assets/docs/JIOA_Articles/JIOA_Vol5_Issue_1.pdf)
What are we doing folks? We talk about “demonstrating our value,” “being valued as professionals,” “getting a seat at the table,” and “engaging with leadership,” and yet we are outsourcing ourselves? How can we expect to be respected by others if we do not respect ourselves?
]]>Thanks for your comment Reese! As you can see from my post, I have tried to move away from using “embedded” to refer to an in-house, employee ombuds, but rather to the degree to which the ombuds truly knows the organization, its culture and its resources. As you note, a contract ombuds can also be well-versed on the organization they serve and, in that sense, they are just as embedded as an employee ombuds and, perhaps even more so than someone who has just joined an organization from the outside. I really appreciate your thoughts!
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