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.

By Ellen M. Miller, IOA Executive Director

IOA Is Looking to Talk to Ombuds Allies

Many ombuds have allies who understand and promote the value and effectiveness of the ombuds office. Whether they are general counsel, Title IX or Clery coordinators, risk managers, HR or compliance professionals, CEOs, presidents, chancellors, or superintendents (just to name a few), these allies help advocate for the ombuds role within an organization.

In alignment with Goal 2 of our Strategic Plan, "Organizational leaders in key sectors understand and value the ombuds function, and IOA," we would like to gain additional insight into the perspectives of these allies and see if they can help us tell your story, especially to their peers.  Are you willing to make an introduction?  If you have a champion in your organization, please reach out to me via email at [email protected] or give me a call at +1 (619) 943-0792.

By Ion Anghel, Head of the Ombuds Department of OMV Petrom, Romania

Over the last decade, I have been involved in the life of this department on a constant basis, first from the outside (as an advisor to its activities) and then from its core, as Director of this function. Looking back over time, I can say that the Ombuds’ mission here in OMV Petrom was never an easy one. This statement may surely be confirmed by all international Ombuds colleagues who have had the difficult task of launching an Ombudsman program in a company (or even more, a country) with little or no experience on this topic.

Moreover, the last years have been particularly challenging, as we have seen the whole world deal with the effects of the Covid pandemic. I think that in this new era, the importance of having somebody to talk to and address your concerns has proven to be so much more significant than before. For this reason, we have tried to stay in contact with the people in our organization even when physical presence became scarcer than before, to prevent the feeling of isolation and help build the necessary bridges to move forward. At the same time, we have had to re-invent ourselves on both a personal and professional level, as probably many of you have been required to.

Ombudsperson, Graduate School at Virginia Tech, 
Independent Voice Blog Editor

What should a single-person ombuds office do when a member of their community contacts the ombuds office about a matter, but the ombuds determines that they have a conflict of interest in working with that individual? 

An inquiry of just this type was recently raised with the IOA by an individual that encountered that situation with their ombuds. In this case, the ombuds told the individual that they could not provide assistance to them. The Ombuds apparently did not explain the basis for the conflict of interest nor suggested any other means to provide assistance to the individual who considered themselves one of the constituents served by the ombuds office. The individual contacted IOA because they thought that the ombuds may have acted improperly and wanted to raise the issue with the IOA. Since the ombuds involved in this situation is not COOP certified and there is no relevant procedure for investigating the conduct of non-certified IOA members, it was established there is no basis for the IOA to become involved. 

The dilemma presented in this case surely is not unique. While it is likely not appropriate in most situations to disclose to an individual the basis for the conflict of interest, is there nothing that the ombuds can do to help an individual receive assistance? Because this may be a recurring problem for single-person ombuds offices, we thought we would offer a suggestion here that an ombuds may want to consider and invite IOA members to suggest other possible options. 

What Is Changing & Why Is It Important?

By IOA SOP & COE Working Group

In the Fall of 2020, the IOA Board of Directors presented revised drafts of the Standards of Practice and Code of Ethics to the IOA membership for feedback (more information is available on The Independent Voice). We received many comments via our survey questionnaire, during listening sessions, and in individual communications. The majority of the comments supported the proposed changes, but there were a number of members who offered valuable constructive criticism and specific suggestions.

Next, the Board convened a working group to methodically review and evaluate the comments and suggestions from members. That group met weekly and conducted a section-by-section, paragraph-by-paragraph review of the Standards of Practice and Code of Ethics, incorporating many of the suggested edits. The working group exercised its best judgment to reconcile many conflicting member suggestions.

By Paul Sotoudeh, Chief Ombudsman, USPTO Office of the Ombudsman

The Coalition of Federal Ombudsman (COFO) is pleased to announce its 2021 Annual Conference, being held virtually on October 15, 2021, and COFO’s Conference Committee is now accepting proposals to present at the conference.

The Annual Conference is focused on the needs of ombuds practitioners serving in the federal government, but the day is always an ombuds-wide family affair and we welcome anyone either practicing as an ombuds or interested in ombuds to join us as an attendee or presenter. Registration is free, and the conference typically draws around 200 attendees from across the ombuds profession and broader ADR community.

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. 

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.

By Chuck Howard, IOA Executive Director

Americans—and much of the world—watched in horror at the violence and insurrection at the United States Capitol on 6 January 2021. However, this spectacle was only one of the most visible manifestations of the toxicity of intolerance that has leached into our politics and society over many years.

Not since the War of 1812 has the United States Capitol been under such an attack. As shocking and damaging as this outpouring of anger and retribution was, it is only one of the crises that we—collectively—are facing.

By Jennifer Mahony
Associate Ombudsman, NIH

What are the mechanisms you use to create meaningful insight for your organizations?  How do you show that your ombuds office is valuable and effective? What frameworks are you using with your organization to define effectiveness?

In a recent blog post, Hector Escalante discussed The Ombuds Effectiveness Project as well as the work of Goal #1. Chuck Howard, IOA’s Executive Director, formed a project team led by Randy Williams and Ronnie Thomson 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”.

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

UPDATED JANUARY 2021

by Mark Batson Baril, Resologics

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 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.