By Melanie Jagneaux, JD, MBA, CO-OP®, IOA President

IOA begins the new year strong. Steadily growing over the past two years, IOA has surpassed its 1,000 member milestone! Even as the impacts of the COVID pandemic continued, we ended 2021 in a prosperous financial position, closing the year with an approximate net surplus of more than $35,000.

We, the members of IOA, accomplished a great deal in 2021! I think it is important to pause and celebrate our successes because our efforts in 2021 will bring even more value to our membership and the ombuds profession in the years to come. If you volunteered your time and talent on an IOA Committee or Task Force, IOA has greatly benefited from your investment. If you provided valuable feedback on proposals in surveys, you helped IOA leaders make better decisions. If you shared viewpoints in town halls or member meetings you contributed to our collaborative culture. We stayed well focused on our goals, engaged openly, collaborated well, met challenges with confidence and persistence, and made important changes to ready the organization for the future.

By IOA

We would like to thank IOA's  1,000+ members for participating in our organization in 2021. Members' support and investment in the association help us continue striving toward our mission to advance the organizational ombuds profession worldwide.

The IOA Board of Directors Call for Nominations Is Open

The nominations window will close on 16 December 2021.

We are pleased to invite you to submit nominations for the IOA Board of Directors. This is the first step in kicking off the elections process for the next set of directors. All eligible candidates directors will begin their service following the 2022 IOA Annual Business Meeting in March 2022.

Your Questions Answered

How Is this Nominations Cycle Different from Others in the Past?

After the November 2021 Special Member Meeting, several changes were made to the IOA Bylaws and Articles of Incorporation. Due to these changes, IOA will be following a modified process to catch up after the postponed 2021 election.

16 November 2021 Member Vote Results

All proposals were passed by a clear majority.

On 16 November 2021 at 8:30 AM Pacific Time, voting at the IOA Special Member Meeting concluded. After a quorum of 322 members was declared achieved, a live vote was conducted for each proposal and tallied along with the proxy votes that were previously submitted. Below are the final results of each vote. All proposals were passed by a clear majority.

Based on these results, the new IOA Bylaws are now in effect. The IOA Articles of Incorporation will be revised and filed as required by IOA's attorney, and then shared with members once available. 

In alignment with these new changes, we will soon be opening the 2021 & 2022 Call for Board Nominations. Please be on the lookout for an announcement email soon. Additionally, we will roll out a new name and logo in early 2022 and implement other necessary changes to our elections process as a result of the revised Bylaws.

By Lee Twyman, Executive Director Search Team Co-Chair

In late September, the IOA Executive Director Search Team began our search for IOA’s next Executive Director. The Search Team values members’ perspectives as we meet the goal of selecting a new ED that represents you, our members, and we wish to share the following update and give you the opportunity to provide input. Our next ED will be a full-time position and work in collaboration with membership, the Board, and our staff to advance the goals of the IOA and the Organizational Ombuds profession. As a reminder, the Search Team includes the following members: Marcia Gee Riley, Juan Lattanzio, Suzanne Diviney, Marcia Martinez-Helfman, Lindsay Jennings, IOA Managing Director, and Co-Chairs Willem Kweens and Lee Twyman. Please view the IOA Board-approved ED position description for reference.

The search process and timeline includes:

Find out what you missed and what you need to do next.

Have you been following all of the latest updates on the IOA Bylaws and Articles of Incorporation? Are you feeling a little overwhelmed and lost in the sea of documents and links?

Here is a timeline to help you make sense of it all and help inform you about the next two steps of this process, including participating in one of the October Town Halls taking place on 26 October and placing your vote by proxy or at the next Special Member Meeting taking place on 16 November.

Fall 2021 Bylaw's & Articles of Incorporation Update

IOA's Board of Directors has announced a new process to amend the IOA Bylaws & Articles of Incorporation. Members received an email on 1 October 2021 summarizing past events, meetings, and conclusions regarding the IOA Bylaws & Articles of Incorporation. This email also included information about the next steps the Board will be taking to finalize the proposed changes. These steps will include hosting two more town hall-style meetings and opening a new vote.

Below is a shortened version of the information members received. Members can log into their IOA profile to review the information in its entirety.  

Summary of Events & Updates on Our Progress

The Way Forward: An Informed Design

In 2018, IOA partnered with Westfourth Communications to redefine the way we communicate about IOA as an organization and the Ombuds profession as a whole. From building foundational core messaging to establishing a mission statement, values, and tagline member outreach and member feedback have served as our roadmap to modernize the IOA brand. 

Here is a recap of the rebranding timeline to date:

Members Are Invited to Share Their Thoughts & Questions

All IOA members are invited to participate in one of two Member Dialogues focused on the proposed amendments to the IOA Bylaws & Articles of Incorporation.

These dialogues will provide a space for members to discuss the proposed Bylaws changes, provide input, and ask questions of the IOA Board of Directors. The meetings will include small group discussions to encourage meaningful conversation. 

The Member Dialogues are identical in format and purpose and will follow the same agenda. We will begin in a large group with the same opening remarks, then move into the small breakout groups for 40 minutes. Each breakout group will be facilitated by a board member, who will capture the notes of the discussions and share highlights with the large group when it comes back together. 

By Chuck Howard, IOA Executive Director

I am not an ombuds, but I have been a member of IOA in whatever category I was allowed to be since its inception. I have represented and worked with ombuds for more than 30 years, and I hope that my advocacy and admiration for ombuds and the work that they do has been apparent.

For the past two years, I have been privileged to serve as the Executive Director of IOA, and I have worked very hard to expand awareness of the ombuds role externally; and also, within IOA, I have tried to help it become a more effective association for the ombuds profession. I am keenly aware of the strong history of voluntarism within IOA but also keenly aware of the need for more professionalism in how IOA operates. Over the years, since IOA was so small, much of its work and decision-making has been conducted much like a committee of the whole. As IOA has grown—and especially if it wants to continue to grow—as a profession, that model of collective decision-making does not always serve the organization well. There is a Board of Directors for a reason—to provide leadership and guidance on difficult questions. 

Message from the IOA Executive Committee

Dear IOA Members,

We strongly encourage everyone’s participation in the upcoming Special Member Meeting on Thursday, 15 July to cast your vote on the proposed revisions to the IOA Bylaws and Articles of Incorporation. All votes matter and count toward the required quorum (and your chance to win prizes!). If we do not meet quorum (approximately 250 votes), regardless of the votes cast, the Bylaws will fail. 

By Kristine Paranica
University Ombuds - North Dakota State University

I was first introduced to Organizational Ombuds’ work during the years that I lead a community mediation center on another campus.  About 10 years ago, the faculty at that university had begun to petition to add the position of Ombuds.  In support of their effort, our Center helped to bring in the Ombuds at the University of Minnesota to educate the campus on the benefits of the Organizational Ombuds.  I found the presentations intriguing, though I was quite happy in my role directing the mediation center at the time, and so didn’t apply for this new position.   Unfortunately, the Administration did not take the role seriously, created road-blocks to confidentiality, and hired someone who had no experience in any of the skills required of an Ombuds.  They left after 9 months, ending hopes for an Ombuds.  

Three years later, our Center underwent budget cuts and Administration decided to gradually close the Center.  Shortly after we received that news, I was approached by North Dakota State University to apply for their first full-time Ombuds.  I was leery given my experience at the other university, so I asked many questions and realized that they had done their research and were doing this the right way.  I applied, and was offered the position. 

Special Member Meeting for Bylaws Revisions Announced

In our roles as ombuds professionals and association members, it has never been more important to continue our advancement of standards and practices that strengthen IOA’s commitment to diversity, equity, inclusion, and belonging (DEIB).

As the world continues to grapple with some of its most complex and painful challenges, our pursuit of justice continues. This includes ensuring that we maintain fair and equitable processes for qualification, nomination, and election to the IOA Board of Directors.

In March of 2021, IOA's DEIB Task Force reported concerns regarding IOA elections.  IOA leadership took immediate action and approved an outside review of the nomination and selection process as it pertains to Board service. That independent review, conducted by the law firm of Ahmad Zaffarese LLC, recently concluded. The firm's report offers valuable, actionable insight and makes several recommendations the Board has been considering as proposed changes to IOA's Bylaws. These newly proposed changes are to be submitted to a vote of IOA members at a special member meeting to be held this July. Among the review’s findings are the following:

By Janie Tanner,

Greetings from Texas! I am Janie Tanner and I currently work as a part-time contractor supporting the Chevron Ombuds organization. Prior to retiring from Chevron in 2016, I was a full-time Ombudsman for three years. Chevron kept me around for a total of 39 years and even now, years later, I have this great part-time opportunity. I know that I am blessed.

Most of my Chevron work background was in the Human Resources function as an HR Generalist role (15 years) to provide day-to-day HR support to a client group or as the HR Manager (10 years) to supervise and mentor other HR professionals. The HR Generalist role sometimes meant managing employee issues and finding workable solutions between parties. Mid-career, I transferred into Chevron’s Employee Relations department (8 years) and my responsibilities included conducting interviews, investigations, mediation, and leading facilitated discussions to find agreeable and workable solutions. In each of these roles, I was able to help employees and found great satisfaction in providing that service and support. In some of the employee issues, I was contacted by a Chevron Ombudsman as a resource or for counsel and the position always intrigued me.  

International Member Feature

IOA member, Dr. Eng. Ion Anghel, Director of PetrOmbudsman Department in Romania recently shared the exciting news that their department was celebrating its seventh year of activity.

As part of the celebration, the office wanted to contribute to increasing ombuds awareness in Romania. Dr. Eng. Anghel provided IOA with a Romanian Translation of the IOA Standards of Practice and Code of Ethics. We are honored to now reveal this latest translation.

IOA Member Feature

by Chuck Howard, IOA Executive Director

IOA members Armando Peri and Dawn Clement, ombuds with the Fairfax County (VA) Public Schools, recently shared an article on the valuable role they serve in connection with the special education process, which is subject to federal legal requirements.

These K-12 ombuds engage in extensive outreach efforts to help parents and others learn more about the special education process and are often asked to explain in understandable language the various legal requirements and procedures. They also serve as an informal resource for parents to share their concerns and to help them develop options for special education strategies. 

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

In North America, where vaccinations continue and an end to the pandemic appears to be in sight, many of us are beginning to feel a sense of relief as we perceive that the worst may be behind us.

However, as an international organization, IOA is well aware that our colleagues around the world are experiencing grave difficulties and have families, coworkers, organizations, and communities that continue to struggle with COVID-19.

Anlaşabiliriz/We Can Find a Way Podcast

IOA member, Tom Kosakowski, University Ombuds at the University of Southern California and creator of The Ombuds Blog, was featured on the bilingual podcast, Anlaşabiliriz/We Can Find a Way last month. The podcast is hosted by Idil Elveris and this episode, "Ombuds helped universities to become compassionate," speaks to the benefits ombuds make on higher education campuses. Take a listen.