We hope you have enjoyed the In Practice columns featured in the Independent Voice. If you have not had a chance to read through them all, we invite you to take the time and review the columns posted below. We also encourage further dialogue around these dilemmas and invite your thoughts and insights within the comment section of each posting.

• Ombuds Dilemma: When the Visitor is the Problem
• Ombuds Dilemma: Do Ombuds Provide “Emergency” Services?
• Ombuds Dilemma: Should I list my degree?
• Ombuds Dilemma: Should I stay or should I go?

What’s Your Dilemma?

We recognize that you may have experienced dilemmas in your practice that would be helpful to discuss with your colleagues. In Practice readers are invited to submit their own practice-related dilemmas for possible future publication. Dilemma narratives of under 200 words can be submitted by email to: [email protected]. Please note that dilemma submissions may be edited for length and clarity and are published without attribution. Editors will select dilemmas for publication based on a variety of factors, including relevance across sectors, focus on practice, and the likelihood that the dilemma will engage readers in novel or nuanced analysis of ombuds practice.

Ombuds Dilemma: When the Visitor is the Problem

Over the past year, several visitors have expressed values or views that are absolutely repugnant to me. These visitors usually come in with a familiar organizational concern and then out comes hateful speech. They have come from across the organizational spectrum and include leaders who have significant power and authority.

Their disrespect towards others is expressed in various ways - crude innuendo about how a female colleague got a promotion; racist nicknames; contempt for the ideas, beliefs, or identities of co-workers; and even cruel remarks about a person’s disability.

Ombuds Dilemma: Do Ombuds Provide “Emergency” Services?

I’m a new ombuds and am surprised by how many visitors call my office in a state of distress, with situations they describe as “an emergency.” I feel an internal pressure in those moments to make space immediately on my calendar – space I really don’t have – and I sometimes find myself working into the evenings and on weekends to accommodate these unexpected demands, in addition to my other responsibilities. I no longer have time for many activities I enjoy and that support my health and well-being (like exercising) and calls outside of business hours are impacting my time with my family. I pursued this role because I find purpose in helping others but I’m starting to wonder where the line is between service and altruistic narcissism – I don’t want to cross it.

Emergency Calls as Opportunities

As an Ombuds, I regularly look for tools to add to my practice that help me engage effectively with those I serve. Recently, I was introduced to behavioral research-based reflective practice tools that I could use in my regular routine of reflection and practice.  The Structured Reflective Instrument (SRI) provided a comprehensive framework for working through those tough cases that linger in my mind as an ombuds. Using this framework and the thoughtful lines of inquiry allows me to constructively work through my individual engagements with visitors in my office. As an ombuds working in an office of one, I believe it is critical to look for various types of frameworks for reflection to help us work through those times when we feel challenged by the cases we are presented with so we can ensure that our approach remains rooted in the proven mental models that we use to engage in our work. Following the training, I reached out to the program facilitators, Michael and Tzofnat, to see if they could share a bit about their reflective work and the SRI with our IOA colleagues. - Bryan Hanson

The Structured Reflective Instrument

By Tzofnat Peleg Baker and Michael Lang,

As third-party interveners, we navigate through complex and strenuous circumstances, where intense tensions and high emotions are the norm. The diverse concerns and goals of the parties and visitors we assist are often implicit, making them challenging to identify and express. To effectively address these invisible undercurrents that drive destructive conflict, we must constantly evolve and learn as professionals.

By Martina Peskoller-Fuchs
Ombudsperson, European Molecular Biology Laboratory (EMBL), 

As ombuds practitioners, we often encounter workplace conflicts that seem intractable. Today, I'd like to explore a powerful approach to conflict resolution rooted in Viktor Frankl's logotherapy and further developed by Elisabeth Lukas. This meaning-centered approach offers valuable tools for helping our visitors break free from cycles of conflict and find paths to personal growth and improved relationships.^[1]

I believe this approach can be understood and applied effectively regardless of whether one fully subscribes to logotherapy or has an in-depth understanding of Viktor Frankl's teachings. The core principles of personal growth, freedom, values, and meaning that underpin this approach are universal concepts found in many philosophical and psychological traditions. As such, this approach can be valuable for practitioners from diverse backgrounds and theoretical orientations.

Ombuds Dilemma: Should I stay or should I go?

I’ve been in my ombuds role for a year and would like to remain in this role for the foreseeable future. The president who hired me unexpectedly retired 6 months after I arrived and there have been significant transitions as a result. Just as I was starting to build relationships, leaders started exiting the organization – sometimes I look around the room at meetings and don’t recognize many of the faces. The president’s expanded cabinet (about 40 leaders) has been invited to a two-and-a-half-day retreat at a retreat center in the mountains, about 3 hours from where most of us live. This is the first ever off-site retreat for this group. Many of our activities will focus on planning for the future, and our new president has also been very clear that this retreat is an attempt to help the organization’s leaders get to know one another and build relationships. I’m included in this invitation as a direct report to the president. Should I stay or should I go?

Response 1: Mary Rowe, consulting ombuds

By Mary Rowe, Tim Hedeen, and Ellen Miller,

"The nature of relationships among the adults within a school has a greater influence on the character and quality of that school and on student accomplishments than anything else. ……..Our ability as adults to collaborate in service of the complex needs of the …. youth that we serve requires us to change our individual and collective relationship to conflict and learn to leverage our diversity in service of this work…." Gregory Abell

Many Organizational Ombuds (OOs) are asking how they can help serve their constituents and their organizational mission in times of high conflict. One of the options being pursued by some OOs, this summer of 2024, is to help all the conflict management personnel of their organization to work together in strategic planning—and to share their diverse skills, lived experience, values and wisdom, in service of the organizational mission. 

By Martina Peskoller-Fuchs
Ombudsperson, European Molecular Biology Laboratory (EMBL), 

In the workplace, how we label and discuss issues can significantly impact their resolution. Terms like "conflict," "bullying," and "discrimination" carry strong connotations and can influence perceptions and outcomes. Understanding why people might avoid these terms and exploring alternative approaches can lead to more effective and empathetic problem-solving.

1)    Why People Avoid the Term "Conflict"

Practice Survey in Action: Mary’s Riffs on Organizational Ombuds Sources of Power and Influence, Values, and Effectiveness and the IOA Survey

Watch our recent webinar featuring Mary Rowe and the IOA Practice Survey Team discussing why and how the IOA survey has been helpful to individual organizational ombuds and the profession. 

Thank you to everyone who participated in the Practice Survey. Results will be announced later this year. 

By Kenneth Cloke,

As I write, it is now the year of the 60th anniversary of the Free Speech Movement (FSM) at U.C. Berkeley, in which I was an active participant (I am at the far right in the photo.)  It is also a time when free speech issues are again triggering campus conflicts, largely because of intense polarization over fighting in Gaza, and the mutually antagonistic activities of student supporters of Israel or Palestine.

Starting in the 1980’s, I began working as a mediator, conflict resolver, and dialogue facilitator, helping thousands of people and hundreds of organizations with vastly differing opinions, many mired in hatred and enmity, discover that they could somehow, unexpectedly, talk to each other, engage in open, honest, constructive dialogue, improve their understanding, and solve common problems.

By Doriana Vintila, Ombuds - OMV Petrom S.A.

We can all agree that speak up culture is an essential characteristic of a people-oriented inclusive organization. Forbes said it, and I think they said it well in a very insightful article on the benefits of creating a speak-up culture at work [1]. Undoubtedly, most companies have evolved from the initial purpose of speak-up, which was to protect them from wrongdoings, and moved towards making people feel respected, empowered and safe. A work environment where members of the staff, irrelevant of their position, feel safe bringing their ideas to work every day will grow and flourish. Speaking up is very much about learning and improving, becoming a better version of what was yesterday – both individually and collectively.

But having a speak-up culture is more than just having policies and hotlines in place. People often refrain from speaking their minds for a variety of reasons that have nothing to do with the availability of tools do so, or where those tools are placed (with HR, Compliance, the Ombuds etc). I’ve more than once heard people say that they won’t criticize a coworker because they don’t want to hurt their feelings or put their friendship at risk. However, isn’t holding back doing exactly that? That is where valuing a true speak-up culture comes into place: the belief that your suggestions, constructive criticism and openness will be perceived as an act of goodwill, both by colleagues and especially by management.

After extensive input from IOA members and other participants, we are pleased to announce the pilot of IOA’s new Organizational Values and Community Norms that will go into effect 22 March 2023. We also invite member input on a proposed IOA Concern and Complaint Policy and Concern and Complaint Procedures.   

Good Day IOA

Organizational Values and Community Norms

By Christina Tay

Director of Services - Restorative Resolution 

Over the past few years, I have been thinking thematically about the tension between being dependable as a organizational ombuds and the unintended consequence of dependency developing with a user of the service.  In a previous role, I had attended a potential client’s senior leadership team meeting with our organization's business development manager and we were attending to promote the value and benefit of providing ombuds services. One of the senior leaders asked “What do you do if one of the staff becomes dependent on you as a practitioner or the service you are here to promote”? As we had a very limited amount of allocated time I responded “One of our key roles as a practitioner is to empower individuals through the sharing of knowledge and tools to move towards being able to manage the situations they are experiencing.”  It has been a few years since that question was posited and it is a topic that I have continued to consider.

One of the senior leaders asked “What do you do if one of the staff becomes dependent on you as a practitioner or the service you are here to promote”?

In a past role, I was working in an organization that employed a few thousand employees.  One of the requirements of the role was to continue to promote the service to the widest possible audience across the organization.  I started to observe that once some users of the service connected with the ombuds they were inclined to return for multiple individual sessions and while the subject may have slightly changed between sessions it did raise thoughts about the possibility of dependency.  On one hand, I see the absolute value of providing as much support as an individual requires but this has to be balanced against ensuring that there is sufficient time and energy available to an expanded base of users.

By Doriana Vintila
Ombuds
PetrOmbudsman Department,

Ombuds have been around for quite a while now, in all areas of activity, either private or part of the public health or educational systems. However, from my experience of almost a decade since the opening of the Ombuds office in OMV Petrom, I feel that when people have a complaint, they still have a hard time deciding where to place it in their organization. This is because there are usually many functions in the same organization that deal with complaints, and there is more clarity needed on what each of them can do to help the individual. Most certainly, there are quite a handful of differences in the way Ombuds operate, as compared to formal functions.

This is the reason why our Ombuds team decided this year to film a short video, picturing our Ombuds Director and our company’s Compliance Director, as they answer some of the most frequently asked questions on how we conduct our activities. The result was a mirror interview between the Ombuds and Compliance Departments. Of course, this could be adapted and done as a mirror interview between Ombuds and any other function in an organization, be it HR, Legal, Trade Unions and so on.

By Mary Rowe,

I am writing a note after listening to a number of Organizational Ombuds (OOs) these past few months. Several OOs report cases characterized by verbal attacks that seem unusual: employees who intimidatingly refuse an order, unafraid of being accused of insubordination. Undergraduates who loudly and insultingly reject faculty rights to set the requirements and rules in a college classroom. Students who insult the race or religion or ethnicity of staff and faculty and visitors to their school. Senior managers who loudly express bitter hate for each other. Visitors who insult their ombuds and their organization for having an ombuds. Bullying that is ratcheting up to being totally unacceptable.

Several OOs have noted that the nation is losing many professionals, for example those who no longer wish to serve as teachers, nurses, doctors and other caretakers. 

By Mary Rowe, Timothy Hedeen, Jennifer Schneider, and Hector Escalante,
Practice & Compensation Sub-Committee of the IOA Research & Assessment Committee

Why Are Data about the Most Serious Cases (MSC) Important to Organizational Ombuds?

MSC have several important characteristics:

1)    The most serious cases in an ombuds office entail high potential costs—and major gains or losses of possible benefits—for all constituents involved in these cases, including their organization. The value of the organizational ombuds (OO) office is sometimes very apparent, for constituents and the organization, after an OO helps to identify, assess, and help to manage a serious case.

By Sue Diviney, Co-Chair, Joint IOA/CO-OP® Accreditation Task Force

In May 2022, IOA announced a Joint IOA/CO-OP® Accreditation Task Force had been formed to advance IOA’s Strategic Direction, specifically, Goal 1.4: Develop a program for accreditation of ombuds offices that are structured to comply with IOA and Standards of Practice and Code of Ethics.

The purpose of the Task Force is to explore the creation of an office accreditation program that will pave the way for refocusing the CO-OP® designation to certify the knowledge, skills, and experience of individuals and remove program requirements from certification. Thus, the group is charged with developing a proposal to accredit programs separately from individual certifications.

By Doriana Vintilă
Ombuds, PetrOmbudsman Department, OMV Petrom S.A.

Dear colleagues,

During the pandemic period, many organizations were surprised at how quickly their employees adapted to doing their jobs remotely. Psychologists told us that compared to other changes, this one was more easily accepted as it happened under a threat – that of an unknow virus we all needed to hide from.