By Chuck Howard, IOA Executive Director and Melanie Jagneaux, JD, MBA, CO-OP

The International Ombudsman Association (IOA) continues to monitor the actions of the University of Mississippi regarding Paul J. Caffera in connection with a purported investigation into allegations of a hostile work environment, stemming from the disclosure of anonymous emails from university officials to the press. 

IOA Executive Director Chuck Howard spoke yesterday with Ashton Pittman, the reporter from the Mississippi Free Press who has written many of the articles concerning events at the University of Mississippi and the university's actions against Mr. Caferra. In particular, Chuck noted that the process apparently used by the university in appointing an interim ombuds—while Mr. Caferra is still the ombuds and on administrative leave—was flawed. Not only is it not clear why the appointment of an interim ombuds was necessary while the investigation is pending, the appointment of someone on an interim basis (with no disclosed search process) who is the Chair of the Academic Discipline Committee, regardless of any personal qualities of the person appointed, is not consistent with the core principles of independence and impartiality recognized both in the University of Mississippi Ombuds' Charter and in the IOA Standards of Practice. Chuck also explained the chilling effect that this interim appointment would have on the interim ombuds' ability to actually perform the job. It is clear from previous reporting that there appears to be widespread fear of retaliation among the faculty. Even if the interim ombuds were to recuse himself in matters in which he might have a conflict of interest, this misses the main point: Faculty members and graduate students will likely be reluctant to even contact him given his other responsibilities, especially since he was appointed while Mr. Caferra is still the ombuds and the investigation into the source of the disclosure of anonymous emails by university officials is still pending.   

by Mark Batson Baril, Resologics

By the IOA Membership Committee

As 2020 comes to an end, and for many, the IOA membership renewal period begins, we reflect on the ways our association has strengthened its commitment to support its members in the work we do as ombuds. When presented with uncertainties and roadblocks due to the global pandemic, IOA stepped up to the task by offering opportunities for support, skill-building, and connection. When IOA faced the difficult and unavoidable decision to cancel the annual conference, our leaders rose to the challenge by providing innovative options and opportunities to share our knowledge, skills, and emotions through town halls, comforting videos, timely communications, improved virtual platforms, relevant webinars (free to members), and a myriad of new networks for caring and sharing. 

The IOA Membership Committee would like to express our gratitude for the tireless efforts of our leaders, Chuck Howard (Executive Director), Melanie Jagneaux (IOA President), and Lindsay Jennings (Managing Director), as well as the hard work of all IOA staff and volunteers. Thanks to them, our association and the global ombuds community have continued to grow and evolve amidst current challenges. Now is also the time for all of us, as IOA members, to rekindle our commitment to the work we do and use our talents to advance IOA’s mission. As we reflect on the change and opportunities still to come in the year ahead, the Membership Committee encourages you to renew your membership now to avoid a lapse upon your membership expiration, whether in January or later in 2021. Together we can continue to strengthen international ombuds practices by supporting wellbeing and communication around the globe for many years to come.

By Chuck Howard, IOA Executive Director and Melanie Jagneaux, JD, MBA, CO-OP

As many of you know, the University of Mississippi campus Ombuds has been placed on administrative leave. IOA leadership is aware of this situation and has been in contact with IOA member Paul Caferra, the University of Mississippi Ombuds, and his lawyer. It appears that the university has not honored its obligation to respect the confidentiality of its ombuds’ communications with visitors, an issue which is of great concern to IOA and all of its members. Please be assured that IOA leadership has offered to provide Paul any support it can in this matter and will continue to monitor this situation.

As a reminder to our members, if you ever have a need for consultation and support for a matter such as this, Chuck Howard, as our Executive Director, may be able to assist you. Our IOA Ombuds, Elaine Shaw, also is available to offer confidential, informal, impartial, and independent support and guidance to all IOA members.

By Elizabeth Hill, Associate Director, University of Colorado Boulder Ombuds Office & Sana Manjeshwar, Global Ombuds Manager, Chevron

We hope you are all staying well and resilient during these uncertain times. Since March 2020, our ombuds community has faced unprecedented challenges and recognized a heightened need to demonstrate value to our stakeholders. This article aims to illuminate how two organizational ombuds programs, Chevron’s Global Office of Ombuds (CGOO) and the University of Colorado Boulder’s Ombuds Office (UCBOO), continue to show their value to visitors, key stakeholders, and other internal and external audiences during these transient times. While our industries may differ, we have identified three effective steps to remain visible and impactful.

By Melanie Jagneaux, JD, MBA, CO-OP, 2020-2021 IOA President

Beginning in early 2020, IOA embarked on a strategic planning process to set the course for our near future – the coming three years. The Board of Directors engaged Solid Ground Consulting as just the right partner to guide an effective and fruitful process.

To ensure that we were addressing important interests and perspectives across our organization, we intentionally involved key stakeholders of the organization, including chairs and co-chairs of committees and task forces, members of our emerging ombuds network, former leaders, staff, as well as additional IOA members. Through a series of focus group meetings and one-on-one interviews, Solid Ground gathered a broad range of input and perspectives to inform our process. This information was collected in the form of a Pre-Planning Report, which the Board reviewed over a series of three half-day virtual retreats in late summer 2020. With support from Solid Ground, the strategic planning team presented a draft Strategic Direction document to the Board and to all other members of the Leadership Group (which includes all committee and task force co-chairs). That draft was revised to incorporate feedback and the final draft was presented to the Board and approved at its last meeting in October 2020.

By Marcia Martinez-Helfman, JD, MSW

The Diversity, Equity, Inclusion, and Belonging Task Force has been formally launched. An organizational meeting of forty-two volunteers was held on Friday, 30 October, and a leadership team is coming together. Jai Calloway, Corporate Ombudsman for Haliburton, and Brett Harris, University Ombudsperson for the University of Oregon, were elected Co-Chairs by the group. It will be on the agenda for the Board of Directors to officially approve the Task Force Co-Chairs at its December meeting.

The Task Force members agreed to break into four teams, each of which will have a particular focus relating to the themes of diversity, equity, inclusion, and belonging, respectively, and will be selecting their own team leads. The IOA Board of Directors provided a draft Terms of Reference, which lays out the Task Force’s purpose, scope of responsibilities, relationship to the organization’s strategic direction, and other guidance for consideration, and invited feedback and recommendations for revisions to the document.

By the Editor of the Independent Voice

The Independent Voice provides a channel to communicate happenings within the IOA, as well as insights on timely topics and practice reflections from members. This year, the Independent Voice expanded access to the blog so the public can benefit from this channel as well. As the current editor of this blog, I’ve gone through the archived posts to make sure links are still live and to assess the various topics discussed throughout the years. A result of this effort allowed me to experience the great wisdom shared throughout the years related to topics of discussion in our field, pathways for professional development, and practical skills shared to build our capacity for success in our role. This post is meant to highlight some of the archived posts as a means to share the wisdom conveyed with those that may be newly accessing this blog.

A Meatball by Any Other Name (originally posted 12-14-2018)

This post touches on an issue that I’ve seen surface as of late in social media chatter. It is an introduction to a greater JIOA article on the need for reflection on the title we assign for our work in this profession. After you read through this short article, I invite you to share your thoughts and reflections on where we can bring this conversation. [READ MORE]

By Steven Prevaux, JD, CO-OP®
IOA Vice President

IOA successfully launched a new Leadership Onboarding Program (LOP) with more than 30 IOA volunteers participating on 23 September 2020 using a virtual workshop format. We enjoyed an open dialogue with a meaningful exchange of diverse viewpoints and perspectives. A dynamic discussion of IOA leadership roles considered aspects of our “value proposition” through the lens of a focus question: “Why IOA?” Those two words sparked a range of honest, robust, and constructive responses from IOA leaders past, present, and emerging. To get a good sense of these timely and essential concerns check out the following video montage that includes thoughtful wisdom from a half-dozen veteran IOA leaders. 

On October 9^th, the U.S. Department of Education rescinded the guidance in its 2016 Clery Act Handbook for Campus Safety and Security Reporting. This is good news for those college and university Ombuds who have been compelled or who are under the threat of being designated “campus security authorities” by their institution. Read the full announcement and the new guidance from the Department of Education here.   Read on for a memorandum with analysis from the IOA Government & Policy Committee, or download it below.

Download the Memo

GPC MEMORANDUM

To:                   All IOA Members & the Ombuds Community

From:               IOA Government and Policy Committee

By IOA's Community Connections Task Force

2020 continues to be the year that just won’t stop. However, this past spring/summer IOA found a way to pivot from our canceled 15th Annual Conference in Portland, Oregon to a series of well-received and well-attended mini-events. This included discussions on how members were managing personally and professionally during COVID, important networking opportunities, interesting topical presentations, moving Petcha Kutcha presentations, and an opportunity to recognize the 2020 Distinguished Alumni, Janet Hill.

"As we have all learned over the past six months, everything is new and a work-in-progress."

By IOA Executive Director, Chuck Howard

Today, on this 3^rd Annual Ombuds Day, IOA Executive Director Chuck Howard was honored to speak during the virtual event Ombuds Day – A Recognition of the Ombuds Profession & the Value of Ombuds, presented by the ABA Dispute Resolution Section Ombuds Day Committee.

By Eliane Markoff
Ombuds - Bentley University

This reflection describes initiatives launched by my Ombuds Office to create a platform for faculty and staff to be empowered to address challenging situations in a timely and constructive manner. In addition, these initiatives create an infrastructure to proactively ensure practicing core values of collaboration and caring. The initiatives are referred to as Reach Out initiatives. The first initiative launched, Reach Out to Resolve a Conflict, outlined steps and best practices in addressing and resolving a conflict. 

The idea and inspiration came to me as I spoke with members of our community who wanted to resolve an issue or a conflict but were hesitant when too much time has passed or were a bit uncertain on the best way to proceed. During a dedicated week, members of our community were encouraged to reach out to those they have or had a conflict with.  Other initiatives focused on expressing appreciation, on apologizing and on requesting and providing constructive feedback.

By Mary Rowe

Hello IOA,

I have been studying how peers and bystanders are being encouraged to support community values with respect to COVID. I continue to study peers and bystanders because I have come to believe that peers and bystanders are the principal constraints on unacceptable behavior in our society. (And I believe that this is especially true in constraining the unacceptable behavior of people who have a lot of power in any context.) 

By Hector Escalante, Ed.D, MFA
Ombudsperson - Pacific University

What are the top suggestions ombuds can use to show value to leadership? What tools can they use to make a case that their office deserves to exist? Recently, Chuck Howard, IOA’s Executive Director formed a team led by Randy Williams and Ronnie Thompson to address these key questions. The Ombuds Effectiveness Project’s mission is “to equip ombuds offices with guidance, research tools, and training to measure and present effectiveness of their programs relevant to the stakeholder’s goals, in alignment with their organization's mission and values”.

In today’s uncertain and unstable environment, this mission is critically important for ombuds offices. Many ombuds offices may be at risk for closure. I recently experienced the possibility of my office being closed because of new leadership and extreme budget cuts. Fortunately, with the help of IOA, close ombuds colleagues and my university stakeholders, I was strategically able to convince our new leader that the ombuds role brings tremendous value to him as a leader and to the greater university community.

By Mary Rowe,

The survey team has been preparing many reports from the 2020 Practice and Compensation survey report. Here are the first two reports. Information is coming next about compensation. And more is coming about OO Practice in addition to the attached articles. Hi Colleagues, we enormously appreciate all who participated in the IOA survey by sharing your insights and information. Through your contributions, the world - and we - are able to understand the functions, boundaries, and impact of organizational ombuds (OO) with greater clarity. Thank you, thank you!

The first report helps provide information to a confused world about what OOs actually do and do not do - and how we fit into the whole world of all ombudspeople.

Celebrate Our Profession October 8, 2020

The primary goal of Ombuds Day is to improve public awareness of ombuds. 

Our actions are intended to

• Educate the public about the role of ombuds
• Explain the wide variety of services that ombuds provide
• Encourage greater use of ombuds programs and services
• Highlight the value ombuds bring to the institutions and constituents they serve.
  
  

With all of that in mind. How can you participate this year while keeping safe and healthy? Here are some helpful suggestions from Ken Skodacek, representing the ABA Ombuds Day Subcommittee.

By Shannon Burton
JIOA Editor

Dear IOA Colleagues,

The Journal of the International Ombudsman Association (JIOA) has been busy these past few months!  Please visit our website if you have not done so recently.  There are new articles and book reviews posted.  These include:

By Michael Green

With #OmbudsDay 2020 around the corner, I received a ‘challenge’ from a few colleagues and members of IOA. They, knowing of my passion for creating meaningful playlists, suggested I curate a list of songs for this event taking place on October 8th, 2020. I took this informal invitation as an opportunity to craft some songs for personal reflection and professional development. Using the lens of an ombuds, with an eagerness to serve communities and listen to the issues facing organizations, institutions, and everyday people, I developed the playlist that follows.

It was my intention to utilize art, in this case music, as a mechanism for awareness into the lives of the people who walk through the doors of ombuds offices. I attempted to absorb the complexities and dynamics that various populations are being forced to face during this turbulent year and mold that into a list of songs that could provide insight for those of us working with those populations. I believe that being intune with the culture of our constituents is vital to our impact. It is my hope that my fellow ombuds (former, current, and aspiring) can use this playlist to reflect on the past year, enhance their current practice amidst major societal shifts, and as a means to inspire transformation as we move forward. There is much work to be done, but I think if we listen intently to those we serve we will be better ombuds, better global citizens, and better human beings.

by Melanie Jagneaux, CO-OP®, IOA 2020-2021 President

In July of 2020, the IOA Board unanimously approved the establishment of a Diversity, Equity & Inclusion Task Force. This task force will help IOA internally evaluate itself on aligning with anti-racism practices and racial justice. It will also define parameters for ensuring IOA cultivates a diverse, equitable, and inclusive environment that supports membership belonging and connection within the organization.

Initial work of the DEI Task Force will be to propose a position statement for IOA regarding racism and racial injustice and recommending any changes to the Terms of Reference for the task force that will better articulate its purpose, composition, authority, and role in relation to the IOA Board of Directors. More importantly, the task force will be critical in the process of profound reflection and examination of how our organization may have contributed to the perpetuation of racial injustice, whether intentional or unintentional. Ultimately, the work of this new task force must be focused on action—that is, doing our part to dismantle the structures, processes, and practices that have reinforced racial injustice—and then building a way forward that advances racial justice, belonging, diversity, equity, and inclusion.