Tag Archives: information technology

Nonprofit Radio for July 13, 2018: IT/C-Suite Crosstalk & Capacity Call Out

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Joshua Peskay & Robin Jenkins: IT/C-Suite Crosstalk
How do we improve the relationship between IT and management? Our panel from the Nonprofit Technology Conference is Joshua Peskay at RoundTable Technology and Robin Jenkins with The Hope Program.

 

 

Steve Heye: Capacity Call Out
“Capacity” means nothing until we unlock what kind. Technical? Managerial? Fundraising? Board? Steve Heye with NetSuite encourages introspection and shares assessment tools and models. (Also recorded at the Nonprofit Technology Conference)

 

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Hello and welcome to tony martignetti non-profit radio big non-profit ideas for the other ninety five percent on your aptly named host oh, i’m glad you’re with me. I’d suffer the effects of fei bro dysplasia, pacific cans progressive. If you exhibited the tendency to miss today’s show i t c suite cross talk how do we improve the relationship between it and management? Our panel from the non-profit technology conference is joshua peskay, eh? At round table technology and robin jenkins with the hope program and capacity call out capacity means nothing until we unlock what kind technical managerial fund-raising board steve, hi with nets sweet encourages introspection and shares assessment tools and models that’s also recorded at the non-profit technology conference on tony steak, too. A big lump of thanks, responsive by pursuant full service fund-raising data driven and technology enabled tony dahna slash pursuant radio by wagner, cps guiding you beyond the numbers wagner, cps dot com and by tell us turning credit card processing into your passive revenue stream. Tony dahna slash tony tello’s here are joshua peskay, eh and robin jenkins. Welcome to tony martignetti non-profit radio coverage of eighteen ninety sea it’s a non-profit. Technology conference in new orleans were at the convention center, and this kicks off day three of our coverage coverage, cracking like a fourteen year old. This interview is sponsored by network for good, not by the penguins. It’s actually sponsored by network for good, easy to use dorner management and fund-raising software for non-profits i’m joined by penguin one joshua peskay eh? And robin jenkins and robin also robin’s show your penguin for those who are not do not have the privilege of the video. Robin and joshua both have blow up penguins, probably three feet tall. Blackfeet black beak andi joshua, who were these courtesy is a courtesy of soap box engaged. They have a booth entirely filled with these giant inflatable penguins and have been doing that for the last ten years started when there was a lennox day preceding the conference that they brought the penguins for. Okay, so the penguins are not gonna be able to join us. We do have enough head sametz easy, joshua put it, had you on his? Yeah, we’re goingto neo-sage you’re putting the heck out of my head, said it’s, all stretched out now i think i have a fat head amy could take that for you. Thank you, amy. I don’t know. Wait. I would just leave this here. Okay. Uh, penguin madness on the third day of the and thank you to woobox who’s it’s a fox and gabe woobox neo-sage thank you very much for that. Nice folks. Joshua peskay a is vice president of round table technology. And robin jenkins is chief financial and operating officer at the hope program. And your seminar topic is unmet. Expectations and intervention between tea and non-profit leadership. Is that correct? That’s, correct way. Yesterday waited another session yesterday. All right, strategic tech planning. Yeah. Now you’re complicating my problems are today. We’re talking about bringing penguins i t and management together. Absolutely. Okay. Yeah. Can d’oh? Well, we did mostly multi task. You can’t wait to be single. Single focus. All right. Like direct mail. The best direct mail, you know, single single purpose. Yes. That’s. What non-profit radio? Okay, so, let’s, start with you, robin. What what’s the problem between management and why? Why? Why do we need this session? Well, sometimes they can’t talk past each other with different languages on dso, making sure that we can converse and a common language helps us to get to our end goals? Yeah, and joshua what’s the implication if we’re talking across each other well, i think that technology people in particular are guilty of not thinking of communications as a really critical part of their job and one main component sessions to be here. It is, yeah, it is an absolutely critical part of their job. And when they fail to communicate effectively, two executives about technology than the organization’s needs are ultimately unmet. That’s the unmet expectation in the title. Okay, so, robin, i understand. So, robin, you’re the you’re the leader in the leadership, a strata of this organisation, correct. And joshua was the vice president of technology. And what technology and technology strategy. Okay, tech guy robbins, the leadership. So he’s, actually, our vendor. So we actually a chance to practice in real time. Okay? Workflows kayman okay. You work together? Yeah. Let’s. See, you mentioned something. Well, now we’ll get to that about offers of children and skills. We’ll get to that. How do we how do we start? All right. Everybody needs to come to the center, you know, in a common language, right? I mean, he’s got their technical language. They tend to be very graphical. Maybe leadership, maybe not so much interested in the graphics. Is that? Is that a part of it? Okay, well, i was gonna say in the session were actually encouraging people there’s, there’s something in marketing that’s called a buyer persona where a market are actually develops an overall picture of the person that they’re attempting to sell. Tio what are they looking, what they read, what they listen exactly, you’re familiar with that, so we’re persona donorsearch dona we’re we’re giving them a template to develop an executive persona and encouraging people to actually create one. And then look at that when they’re thinking about communicating with executives around important strategic technology initiatives right now. But is it only the tech people who have toe come to leadership? Shouldn’t leadership be coming coming now? I was coming down. That’s not right, but coming, yeah. Reaching across the aisle wuebben their circle toward the circle that common space is that a common elliptical between the two circles? Yes, it’s. Not all on it. So, that’s, how i take my role is being able to straddle. Both groups and making sure that leadership is held accountable for how they communicate and what they need. Okay, so they are accountable as well. So should we start with our leadership persona? Is that is that a good place to can we develop together? Way could yeah. E-giving visual on someone you get included in the thing. Okay. Could be a link to it or were shooting video. We can. You don’t have. We don’t have a visual with you. I have it on my phone. But abila small. Okay? Yeah. If you had something penguin size, i do not have anything coincides and for just a small persona, but it’s a big personality. Okay, so how do we start now? The persona is different for every organization i write. I mean, for every person in every way. But we’re trying to reach to the c suite. Exactly. Or for the people who spend the money, you could okay. Who could be sponsors? Could be champions. Okay. Yeah. In a small organ might only be the executive director. Correct. We’re talking a lot of mean were there are twelve thousand listeners are small and midsize. Shop some of the marrow, you know, two or three people, right? So it may be a fundraiser. Executive director on dh, you know, maybe a marketing person. Morning communications. All right. I think these skills, though, in this workshop are are incredibly useful for anyone’s who’s communicating with someone who has a different perspective from themselves, which is essentially everybody all right. Because that’s really not more complicated, the fact that their executives is just part of the session title ultimately it’s about how do i who has one perspective communicate effectively with someone else who has a different perspective about a common need that we have but don’t think we have. Okay. Okay. Fair enough. So, it’s not only i t and management let’s. See? Amy, you have those, okay? The penguins are local. We’re going to call on them. Right? I told you this is this’s improvised penguins, by the way. Incredibly effective communicators. I mean, it zoho their way. They have to find each other right in a sea of penguins. Where are they? All look the same. What? Find each other? Oh, yeah. Find individual penguin you’ve never seen like march of the penguins. That thing with the guy? You know that the female penguin comes back with the fish he’s gotta find like her killed turner in, like, a million penguins. That all look the same. Like, how do you do that? We’re gonna call doing through communication. They have a unique calls that are very, you know, very effective. Why don’t we just create a penguin persona? Oh, yeah. It’s got the alliteration like a really big fan of fish cold weather extremes lighting on belly bilich magazine reader subscriber like water parks love the slides in water polo yeah, okay, all right. Let’s, let’s stick with our likes, polar bears. You know, you know, sharks are just starting with joshua peskay non-profit radio, so watch it or i’m shutting our eyes. They put the penguin in your seat and you’re out. Penguin talks a lot less than you do on robin and i will continue all right. It’s time for a break pursuant. Their newest paper is the digital donation revolution. You’re online donors have high expectations of you because of the swift transactions that they could do it amazon, zappos and other fine retailers that have easy user experiences the digital giving bar has been raised how do you get over it? Get the digital donation revolution the latest it’s on the listener landing page. Tony dahna em a slash pursuing to radio now back to it. See sweet cross talk. Okay, let’s, build our see sweet persona. How do we how do we start with this? So if i think of actual examples in my own organization, so i have a staff member who was very open and eager for change change but doesn’t always understand how that can impact their lives. So i have to make the tool that we’re thinking about implementing real to this person. How will it change? So i asked them questions. What do you do? And what would this have with this tool? Improve your work efficiency, your understanding, communicating with others, getting things done quickly worked quickly. So that’s how i begin to approach it. Okay on dh who is it? That’s asking these questions? Eso i’m asking the questions of the staff person of the person no more of this just not even someone who has either. Is aversa rights he or someone who doesn’t have much experience with it? Ok, ok, so we’re going a little broader than just okay. Okay, good. By the way, the penguin is also better dressed in you. The color blue is not becoming skin like pencil radio. Howard stern was nicer way sometime. Okay? And then what do we do with the answers to these questions? Right? So then i translate them to round table or two. Joshua i say this is the thieves or the people that i have. Then how can we make sure that we can communicate our pitch the proposal properly in the way that they can understand it and approve it? I mean, in the end goal, my goal is to get it approved. So how do i get to that place? Okay, joshua. And then what are you doing with this information that robin’s giving you? I’m really helping to make sure that we’re understanding not on ly what problems the organization has, but what challenges the executives have that we need to understand and communicate about how we’re going to overcome a lot of executives may be pressed by either they are intimidated by the technology that that might be changing, and they might not want to talk about that with other staff, but that could be a block for them or they have other pressing priorities that aren’t technology related and don’t think this is really worth their time, so if if we need their time and we need their buy-in what? Usually we d’oh understanding their challenger, okay, is critical something? I heard it in an interview i did yesterday duitz seems related come to me with a solution, not a problem. So you’re you’re suggesting not not just coming to the leadership in the decision makers with what the issue is, but with technology solution, but that also includes recognizing their needs and what their challenges are not just the challenge that you’ve identified, i’ll put it really succinctly, i shouldn’t come, teo, if you’re the executive, tony, i shouldn’t go, and i’m the me and robin like that like that i should like asking you for the problem. You’re the one who tells me the problems we say, oh, great here’s a way that we think we can solve that, then you say here’s some challenges that i have with that, like, oh, if i have to learn a new piece of software, i’m not sure that i’m ready to do that? We say, oh, here’s, that we can help you overcome that challenge so that we can solve this problem for you. Okay, if i don’t know those things and i don’t ask, you’re not you’re not querying the leadership. You don’t know what the troubles are, so i can build on that a little bit with a specific example. So my executive director, she has a really special quality of asking a lot of questions. That’s what i’ve learned is, if i can think through what she’s going to ask and what she’s going to need it, i can get it down to two questions based on our conversations, and i know i have i’ve solved a lot of her problems if i come out she’s still asking questions, and i haven’t predicted and i don’t know very well what her what her issues. Okay, so you’re you’re you’re you’re putting a thought into your that’s, right? You’re whatever weekly meetings are your proposal, executive directors were proposal. Okay? Yeah. Okay. How do we move this persona along? I feel like i feel like we haven’t developed this person yet. Yeah, well, i could get you. More specifics of the persona when you’re breaking it out, your whoever your person is right, you’re kind of saying here’s a little bit about them. So this is the one we have in this in that session is erin the is the first one, right? Just air in the diner, erin e r i n her and and she’s she’s got an avatar of a unicorn, right? Our unicorn executive director and, you know, she’s, super smart, but super busy. She probably has personal demands on her life as well as professional demands. And she really wants her organization to thrive and be successful and her staff to be, you know, well equipped with all the things they need. We should hope so. But she also she also has a lot of pressures around budget around the board asking to do things so so that’s kind of like a snapshot of her right. Then you have in the middle section, like here’s, the things that are most important to her that she’s working on right now, like these air, the air forms are top priority rights fund-raising i’m trying to fundraise for, you know, two thousand nineteen, you know? The next one is i’m dealing with hr issues right in the next one like these air, so from my perspective, like the it guy, like i need to understand that, like, it is not in her top four things, this is just not, you know, so unless i can appeal to these problems and say that the work that robin and i are doing is going to help with these things or help you focus on them even more, i’m fighting a losing battle, right? Okay, yeah, okay. Okay. And then was there another component to the they’re going to the three point is yes, so the third probono hand is then is so if you think of these, like, three columns, right? So we’ve got like, this is about erin. These are the problems and challenges she faces than the last one is here. In order to successfully communicate with aaron, here are the things i’m going to dio, right? I’m going to ask her about the problems that she’s facing in the organization. Okay? And this is what robin, this is what you try to anticipate, and i’m going to communicate the why, what and how if everything were doing very clearly. I’m going to prepare fully from conversations with her, so i don’t not ever waste her time, right? I’m going to anticipate questions she’s goingto ask about things we want to do. This is where robbins. Incredible, right? So, robin, when we had a big meeting with her executive director, she reached out to me and said, we need teo spend probably four hours making a slide deck and here’s all the questions i think she’s gonna have, right? So you you take the time to do that and it’s, in my opinion, it’s stuff we all i think i know, but i think doing it, we’re not regularly. We’re not being fundez being intentional about it. Yeah. Okay, so and so that’s and so it’s. Like a little one sheet thing, you can stick on your office. And and now it’s a reminder to you like, okay, these are all the things i need to do before i go talk to aaron or send her an email or ask her for something, right? I need to understand these is her problems. And these are the things i need to do to communicate successfully, okay? Okay? And is that what about in terms of actual words like, i mean, your your your session to talk about language? Does it get down to that granular level or words? Natural words? How does that how do we find the commonality in the words like avoiding jar? I mean, avoiding technical jargon. All right, you help me? Yeah shouldn’t be trying, you know, i guess if you tell me no, i think you’re you’re right, it’s that sometimes even the number of words someone may not have enough time, do you have to really keep its distinct? In short, i’d say there’s a even bigger gap between fund-raising and where we need to translate it into fund-raising funders will understand too healthy development team to communicate their proposals. So a couple of times we’ve had to go back multiple times to understand how to phrase something, even to the point where we have a specific budget of twenty five thousand that means i may only be ableto order for laptops and not five, because i really am above twenty five thousand with five so it really there are, you know, boundaries that we have to follow on dh. Communicate. Get down, tio. Okay, okay. Joshua language. Anything you want to add about this is a language really specific example that we give in the session. We’ll give it here, too. And hold out on video. Listen, i’m not going. Teo, cut your mike again. We’ll get the penguin’s. I have offstage talent breeding. I would never i would never claim to be more effective than the penguin at a change management executive communication. One of the questions is if you’re, you know, expressing like, hey, i think we should go to sales forthis is another problem that comes up the executive, maybe read something in the times or maybe here’s something from a boardmember and says, you know, we should use slack everybody else using slacks, we should you slack and a lot of people or folks like robin, your operations are kind of like, is that really what we need to be doing right now? And the pushback on that with an executive? Give me challenging. So a question, a specific phrases. What? Help me understand what problems we have at this organization that slack is going to solve for it. Right? And then then follow-up question. Is how does solving that problem help our organization and it’s a softer way of kind of, you know, walking them back from an idea that might be a bit something came from a boardmember has a wild hair, right? Exactly right? And so that that question i always push people to come back to the question of please tell me what problem we’re trying to solve here, that’s what i have to understand and then on lee then cannot communicate. You know, whether slack is the right resource, right tool to do that exact or, you know, maybe there isn’t really a problem or maybe there’s a better way to solve it. Okay, yeah. That’s related. Teo. Something you mentioned in your description, which is, uh, the boardmember child and nephew. Uh, i have a nephew took a coding course. Yep. And, uh, i think he could help the organization with his computer science skill. Right? Rare. You’re found course certificate, right way do with joshua. Well, i mean, i’m not going to sound really redundant, but it’s the same. So help me understand what problem we have in this organization that a recently graduated she’s going programmer could could be effectively applied to solving right if we can identify that, that, in fact, there may be an opportunity for that person to help us, but if we’re hammer looking for a nail and we’re not a nail it’s going to hurt? Yeah, you know? And so okay, andi, rock god, robert doesn’t add to that we actually had an example where we wanted to show a boardmember how much something costs and what we folded into that was the cost of me spending time with that person who was volunteering, so they sold them, they see true cost. So there’s a real life example, this is a real life example, and we show them the true class, and they were shocked, so i would say, don’t be afraid to show them under the hood so they truly understand the impact of what they’re asking for you in your your role as cfo. You get a lot of that, you know, coming down from boardmember zor, maybe your executive director sort of these ad hoc, you know, i read this article type or i heard about slack type, you know, we should be looking at this there’s a lot. Of that that come to you. So i want to get compliments through our board before i sit, go any fire there until they’re an amazing forward. I really mean that, so no, we don’t get too much. But when we do that’s where this example came in, where we really showed the true cost of personnel time training, if this person doesn’t stay, you know, this person doesn’t last long enough to actually get the work done. What does that cost? So so we have a good bounce with our board, but we do want them to understand sometimes what their suggestions metoo institutional costs and including time, right, right, and what that’s resulted? That is, of course, because they fundez us. Then they understand they’re going to raise that much more. But this other person, the way they responded was actually very helpful. They said, look, you know what, let’s, let me join the committee with you so i can dig in and understand how this works. And so now he’s working with us, you threw an opportunity. That’s, right? Yes. Excellent. And pick you up on that? Yes, you may be okay, but i appreciate you asking. For you, teo, turn around to the other side of that close to your mind. Sorry, so i’m picking up on what robin said i’m go and going back to his redundant any of the problems, if if executive director came to me with that and said the boardmember want that if i’m i have a good, strong relationship, i’m okay having candid conversations, we actually have some in our workshop on howto, like develop resilience toe having difficult conversations, i might ask the exact director is the real problem here that we need to find something for this person to do, to engage with the organization to satisfy this boardmember if that’s actually the problem we have to solve, then i will solve it right? But that’s not the problem, then maybe this isn’t the right opportunity, right? But let’s, be honest about what the problem is exactly i can find something if that’s if that’s what you’re asking me to dio, you know, and we’re guard listen, whether benefits organization, because it may be on a macro level benefits because this this boardmember or yours and you will be happy donor, exactly important insider to the organization and and that’s, the perfect example of, like, i may not be able to see that as a mighty person, so i’m not open to seeing it and don’t know how to ask the questions. I’m hopeless. Okay, okay, now you teach something maybe that’s because it was in your other session which i which i forbid you from bringing you said, push back and difficult conversations no that’s in this session that’s it it’s going to be a way we don’t have a hard time keeping my boundary. I’m enforcing that and let’s let’s talk about that, some having having that difficult conversation, who wants to start? So actually, the topic is now pushing back. When when you’re getting resistance, is that it? Yes, doing it appropriately and right. Eso joshua could speak really well to this because we talked about this thing other evening, but in my case, i think i’m very clear on where we need to end up, but open to changes in the path and because i’m very clear on where we need to end up it’s not problematic when people push back. Okay, so you know, if you’re not confident, what? Where you think you need to go, then you question in yourself if people you know push back on you but a cz long as i’m clear on where i think we need to go, then it’s much easier to have those cards. Conversation you’re advocating for something that you really believe in. That’s. Good for the organization. That’s. Right. Ok. All right. So how do we do it? Well, essentially, there’s there’s. I think people think there are other good or not good at having difficult conversations with people and it’s a skill that you can build like any other skill. And were we give a couple examples. This will sound kind of out there, but the example, the first example, we give us something called the ten percent challenge. Where for a week you go. And this was not something i came up with this they got him. Noah kegan who came up with this and you go. Any retail transaction you have? I go to starbucks to buy coffee. I asked for ten percent off. And if the city of a coupon, you have a discount code, i said no, i’ve just i would like you to give me a ten. Percent discount because i just, um, asking and i’m hoping that you’ll give it to me and you’re not pushy about it or anything you just you just and you do that every time you bison, you force yourself to do that every time for a week, and what you’re doing is essentially, like the equivalent of a push up for having difficult conversations. You’re building the muscle? Yeah, you’re building the muscle for, you know, dealing with that discomfort around having may be a difficult conversation, what that there’s other things you can do, and it allows you to maybe talk to your executive about something that you think they’re not going to be very happy about and say, you know what? This thing that we set up isn’t going very well, here’s, why it’s not going well, here’s what i think we need to do to fix it and have that, you know, very candidly because our tendency is due over promise and under deliver constantly because it’s easier on an interpersonal level for me to promise you the world and then once i’m not in the room with you and doing stuff, just get it good enough. And then hope that you don’t notice that. It’s. Not really what i promised. And you want to do exactly the opposite. When i’m with you. I want to really calibrate expectations conservatively, even though you’re you may not like it, right? And if i, if i can get over that difficulty, that discomfort and get really used to it, and i’m going to be much more effective with that, okay? And where do you go? Out? Ten percent. Ten percent challenge? No kegan k a g a n you did it, it’s it’s. Kind of it’ll seem kind of cheesy because it’s kind of been like what i refer to is the opto bro community, you know, like all that, you know, like the, uh, you know, the tim. I mean, with all due respect to this group who i’m a huge fan of. And i suppose i should be dead, but you know what? They’re like the kind of young dot com guys who are, like here’s, how you optimize everything in your life. So it’s, like the young white venture capitalist crowd, got almost exclusively male who were like yours, that you optimize your fitness, your diet, your productivity or everything to be like a super you know, dotcom entrepreneur. So i refer to them. I shorthand them is opto bro’s? Isn’t that what we all aspire? Yes. Okay, let’s. See, we’re going to aa. We’re gonna bring the penguins back. Amy! Hey, could we get the penguins? Oh, and i was so dull. What did i say? Penguin wanted penguin. You know, this is aaron here’s, the arrows! Aaron the yeah, this is air in the air in the back, headset back honor because they’re stretching out, but, well, they’re in the on dh er wait, you need robbins to caress way brought in the frame garrett to bring robin another one. Okay, we need teo or we got everybody now. I guess that’ll do it right. Okay, now that you’re showing that penguin, don’t do that. Okay, there we go again. But it’s, aaron and yu want t this is the other one said, oh, that’s our other next hour, both very dapper in both eyes. All right, all right. This is the panel, aaron and cedric. Oh, and also joshua peskay a vice president, roundtable technology and also robin jenkins, cfo, chief financial on operating officer at the hope of program. Thank you so much. Thank you. Last thiss interview sponsored exclusively by network for good, easy to use donordigital and fund-raising software for non-profits thank you so much for being with non-profit radio coverage of eighteen ntc we need to take a break. Wagner, cps. We recently had segments on storytelling, but you don’t want your excellent storytelling to be so excellent, so compelling. That it leads to too many restricted gif ts based on the stories that’s where wagner comes in their block post is avoiding restrictions from donations inspired by storytelling. Regular cps dot com quick resource is then belong in a moment its capacity call out right now. Time for tony’s take two. A big lump of listener. Thank you. No discrimination, no hierarchical. Thank you’s. If you are supporting listening to this show, supporting this show, gaining knowledge and help from this show for your organization, for your work. I’m glad. Thank you. Thank you for being with us. You’re getting something out of it. But we are on this end too. And i certainly am so glad that the show helps you. It helps you do the good work that you need to do. Thank you for being with us, it’s that simple. My video of gratitude if you wanna get a little more complex at tony martignetti dot com now time for steve. Hi and capacity. Call out. Welcome to tony martignetti non-profit radio coverage of eighteen ntc non-profit technology conference in new orleans. This interview is sponsored by network for good, easy to use donorsearch and fund-raising. Self aware for non-profits and my guest is steve. Hi, he’s. Solution consultant at net sweet. Welcome, steve. I thank you. Welcome pleasure. You want to welcome you to my own show? Well, i feel welcome. You are. You are genuinely welcome. Your seminar topic is capacity is more than a buzzword. Yep. Alright, that’s short. But i feel like there’s a lot in there. Iss what are we talking about? When we say capacity? What do you mean? And that was the whole point in the session. The whole point of the session was varies depending on where you’re sitting and yet there’s so many definitions of capacity. Everybody talks about it differently. So the idea of this session was too, really walk through all the different ways that people talk about capacity, how you can measure it, how you act on it when you know what it is. And so one of the key things was providing context to the word capacity. So the only way you can really talk about capacities by putting something in front of it. Like if you think about a car, it has seating capacity. Where if you think about, you know, a truck. It has towing capacity. All right, so that was a lot of our framework. So what are some things that might go? A friend of, uh, acquisition capacity fund-raising capacity. So fund-raising bassett is a good example. Organizational capacity program capacity, you know, financial capacity, technical. So we did it’s been quite a bit of time on technology, cassidy. So we’re around, you know, duvette right systems, right operations, the right technology, the right tech staff skills also. So there’s, you know, layers to how you can talk about capacity within an organization to meet their mission. All right, what with it being the non-profit technology conference? I feel like we should start with technology capacity. Absolute, which is a phrase i’ve never heard. Yes, i’ve heard those two words never put together. Yeah, what now, make sure you know that our listeners are large over twelve thousand there in small and midsize non-profits so they may very well not have any devoted technology staff correct. They probably sure they still have some some technology capacity right on, and we’re gonna help them try to measure it right? And we’ll flush it out more because i can’t even think about other things, too, say about it right now, but i’ll know more in about twenty minutes. Exactly. Um okay, but so, you know, a very good chance they don’t have dedicated technology staff, right? They’re outsourcing everything that they need or they’re piecing it together through. Ah, they’re executive director. And maybe you don’t an office manager or something. Okay? Technology capacity. Okay. What is that? So one thing to think about is the technical capacity. So what do you have enough? Do you have someone on staff that knows enough to able to talk to the vendors you work with and to be able to do the right sort of planning so that you at least understand the systems you have and the need you have so it’s a simple term of technical questioning. Meaning you know the right questions to ask. You know, you have a person driving the strategy. You have somebody making the decisions around your technique technology. And so one of the things that we do at my work is we donate software. Yes. Through social impact. Yes. And so what? My role is before we donate to software what we want to do. Is ask a simple set of questions to see if they have enough technical capacity to be able to implement the software. Oh, i know how you fit into this. Because i had peggy duvette on the show. Yes, just maybe two months ago. Or so you could. You could. If you miss that one, you go to twenty martignetti dot com and you could search her last name. Do you, e t and you can listen to how oracle net sweet social impact has all kinds of free not only product, but also consulting to go along with that to help you build your capacity for use the product that you will get from social impact from from oracle, that sweet social done. You could go back and listen to that. Okay. So now, steve, hi. You fit in determining whether an organisation has the capacity in a technical side. Correct. Tio tio, use what? Your company don’t generously donate. Correct. Okay, so how do you measure it? So we e so one of the challenges we had way had all kinds of grand ideas of how to measure. So he had all these thoughts around, you know, really? Deep interviews and but all of those things take time. So what we ended up doing as we came up with a very simple set of, like, twelve questions, and they’re all kind of very high level questions, but give us a set of information. For example, we asked, do you have a tech plan? These are these questions answered online? Yes. It’s a form that they fill out a hell of a lie you’re building your capacity for for intake to the donation program through social impact. Correct. You are. Congratulations. We had our own constraints and your talk. You’re walking your walk? Yes, it was one questions in your do you have a tech plan? One is. Do you have an i t staff and most people say no, but the second the answer is no, we don’t. But we have a volunteer that has a lot of tech skills that helps all of us allow it a lot. Another question was around. How much time are you willing to commit to a project? How much do you have? A financial understanding accounting in those kind of questions. Right? So the software is khun khun take on financial financial management, right. And i just use this is the one example of measuring technical capacity. And so then the idea is ok. Now we understand our capacity. Where do we where do we have gaps? And then what are some creative ways to fill that so for our non-profit to think about their technique capacity, that’s simple to just sit down and look at it. And then if you decide good. Okay, i got to stop for a minute. Yeah. What if what if an organization is not planning to apply? Tio oracle, that sweet social impact for donation? Can they still use these question? I mean, how would they manage our measure, their technical capacity? So our questions are pretty specific to our program. If they have an organization i think is looking to measure their own, i would look at the end ten and ten just lost the new launched a new technical capacity survey as well. That one is much more broad and open. Okay, so i would look to somebody, something like that for a more generic won. The example i use is just a little straight. Why? You would measure it in what you would do with a one way of measuring the inten a technical capacity survey. You could find it. And ten and tn dot org’s. Yes, kruckel second capacity and that’s a new one that they’ve just launched. And it kind of helps you give, get a clear picture of the technical capacity of your full organization as a whole and then gives you when you take the survey, it will spit out results afterwards of oh, you were a little short here. Go read this book here. Oh, you’re short here. Here’s a website. You should go visit. So it gives us set of recommendations as well. So that once you understand you capacity now you have a set of actions to follow-up right as well. So there is that much more public. Ours is for a very specific purpose. Yeah. So that was a key part of our whole presentation. My presentation of capacity was the there before you even talk about capacity. The key is to understand what? What? What capacity? Trying to understand what gold you have once you understand your capacity. And that would help you determine what type of assessment to do so, for example. Yeah, help. If your goal was to increase your outcomes, your program outcomes so you want to be more effective in the work you do to meet your mission. That would probably mean you would need to do like two different assessments. One is organizational effectiveness. How well do your staff work and how clear our their goals and isn’t tied to the outcomes versus a resource falik assessment to figure out ofyour right funding? Do you have the right revenue streams to support the right staff and then to do a staff have the right skills? So tying those two things together then allows you determine what needs to change in order to have more outcomes from your organization? Ok, boy, that’s a mouthful. It’s a lot. A lot. I’m gonna take a little aggression. So what is your work now, if you’re you strictly devoted to measuring the capacity of potential grantees for the social impact program, so no, i do two things. One is i designed this. The assessments that we use to figure out their capacity design that survey. Okay? And then i designed the interventions that go with it. So once we have their assessment, then we figure out what path they need to go down and what they need to get ready to be able to implement the software. And then once they’re implemented, i figure out, well, there there’s this capacity, we create interventions along the way to help them grow in their capacity so that they’re more successful in what they’re trying to do. Okay, like, but i know a standard part of a program is there’s a monthly monthly webinar for grantees drive that right? So there’s quarterly probono and then there’s regular opportunities to get help and assistance? Yes, we don’t know that there was something webinar maybe i’m wrong, okay? Yeah, i know i’m not sure, but i do a lot of interviews. Yeah, you’re being kind because it doesn’t exist. Not only you’re not sure about it does exist. I just realized you’re you’re good. He has branded oh yeah, you’re branded with nets sweet it’s, the old it’s our old logo on the old alright doesn’t say work along. All right? Yeah. Okay. All right. We got a good amount of time together. Yeah. How do we know what i’d love to talk about it? Unless you were going to take it out. Please go ahead. Thistle. Abstruse for me? Yes, absolutely. Zoho that was the whole purpose of the session was because when people talk about capacity, they it’s such a buzz word that it means nothing like this whole session, if we’re not careful, belongs in george in jail. It’s. And it is the whole thing was jargon joe and that’s. What? Really? So so what? The way i’ve structured the session was i first talked about. There are standard models of doing organizational capacity assessment. Mckinsey has one there’s, an organization called lisk that has one that’s called cap map. And then there’s an organization called the unit. I think it’s a unity foundation. And they have a model so it’s, a very purposeful, driven model. And they measure it in different ways. So you can do a capacity assessment as a self assessment where you just every staff person kind of takes a survey. You look at avery quantitative way to figure out what your what your capacity looks like that way, then you khun benchmark yourself against others that have taken the same survey or what they do is usually give you a report that says here’s your capacity here’s the actions need take here’s your strengths, here’s your weaknesses that’s quite an algorithm. How did they figure all that out? Yeah, and that’s that? Yeah. Then that’s. Why? You should leave something like that to the professionals? Because i don’t know. Okay, you are a professional. You designed a twelve question survey. Yeah, yeah. It’s a week really scaled ours. Now you’re touching at the perimeters of this, but gosh, i mean all right. What? What are the factors that go into it? Depends what kind of capacity you’re measuring me. We gotta break it down so i can break it down. So we had a list of six things. So is it really hold your list? Hold you. Listen, it sounds like something interesting, but is it really worthless to say the phrase organizational capacity? It is useless. It doesn’t mean anything. Yes, it factors in all these different capacities, right? That that is so it’s a broad. It really is unhelpful. Right? And organizational capacity. For what? For what? That’s? My follow up question. Capacity for what? Okay, okay. So that was one of my biggest struggles was as i walk around, you know, the vendor booths, and i will go to sessions and i could hear people and, you know, all of these vendors and several of, like, capacity building initiative. So what? What does that what does that mean? And what does that? How does their non-profit actually act on that? It just becomes, you know, like other words that people throw around there, just buzzwords, and it doesn’t have enough of a meeting. So that was my goal. Was that really actually give it a meaningful contact? Okay, now i see how worthless that is. Georgia. Organizational capacity really is all right. You had your your your clickbait and i’m clicking six list of six. Yeah. So though, so when the when the those three surveys, when they would do their type of assessment, they can’t keyed in a on key areas. One was leadership in governance. So that’s the top level? Do you have the right leadership? You have the right board structure because that really drives a lot of things. The second level then was around do have the right strategy and plan. And then the third was like program delivery. The fourth was around the right staff and structure to do that part. And then the last was resource is in the last was the final, final one with zsystems. Okay, so the penultimate was resource is, yes, the ultimate was back-up saying last night wasn’t the last one that was my sixth and ultimate. Yes, uh, okay, s so all right, so we have these six areas that okay, so these are the two categories that the tools that you mentioned, like the mackenzie said, this is what they’re surveying, yet they’re breaking down into differently. Yeah, okay, different layers of capacity, okay. And then that that broad. All right, go ahead. Yeah. So when you take those six, then it becomes much more meaningful to talk about capacity. Because if you break those down, you take the first two for example, leadership in governance and strategy and planning. If you if you do an assessment on that to see how effective you are, the gore, the and creating a strategy driving towards your mission and then does the board actually have the right governance structure and the leadership have the right tools in place to actually make changes that build your ability to meet those things. So that becomes more meaningful, rather entire organization capacity, which is such a fluffy where that means nothing. When you get into the details of does your leadership do the right things to move you closer to meeting your mission? Okay. So now you’re talking about tying capacity goals yet to the to your plan. Yeah, well, see your organization? Yes, exactly. Organization as it exists. And then you need a plan for filling the gap between what you need and what you have yet to reach the capacity that you’re striving for. Right? Okay. Okay. That makes sense. Those sentences makes sense. What i just said they make sense. Okay, all right. Got to take a break. Tell us this new tellis moughniyah liz from a company tell us, has been has allowed my business to support my favorite charity without even feeling the pinch of writing a check. I am donating money every month that i would have spent on credit card processing anyway. Also, their customer service is far better than we’ve ever had. End quote, one hundred percent business satisfaction with tell us the businesses you refer are going to love it. You will get the money. Watch the video at tony dahna slash tony. Tell us now. Back to capacity. Call out with steve. Hi. All right. So if you don’t have the means, you need one of these tools. You need some kind of professional. You said that earlier? Yeah. That’s. Where? Bringing bringing the professional. You really need some help measuring your capacity in whatever it was through. Whatever chadband whatever channel you want to talk about correct way that you’re concerned about you. And if you’re concerned about your whole organization, then it’s the six sound like the place to start, but you need help, right? And so on, but i think it’s, in a large organization, you really, really help if you’re small and you only have six staff, right? There’s really boils down to is simple questions, because then you don’t need the complex question because you don’t have eight departments to interview, you don’t have one hundred staff, you don’t have this big, unknown kind of presents from my wife’s organization that is no full time staff, you know, they just have a couple, you know, like, eat part time staff, they’re never going to need an organizational capacity assessment. They know they know what they can and can’t do, but so at that level, what they need to acknowledge, though, is do they have a strategic plan? Do they have a mission statement? Do they have a vision statement? Is their board engage, you know, and asking some simple questions like that and then doing it on a quarterly basis and then actually investing in that and finding someone that could maybe come in on a pro bono basis and just provide an outside opinion of whether things were going well or not on that organizational top level leadership? Because i think with small organizations what tends to happen is obviously they don’t need this, you know, one hundred question assessment, but what they do need is to have somebody tell them if they’re spending enough time strategically thinking versus just meeting today’s needs. So that’s, where we really spent the rest, that second half of our session was we were focused in on well, i gave an analogy, so the analogy i used was beer. So my whole session was your themed. My slides had beer on it. I gave away beer during my session was wonderful. It was a nice ice breaker. So the idea was, i gave somebody a beer. I said here, hold this beer. And then i threw a ball to them and told him to catch the ball. They were able to catch the ball, and then i did it again, and then somebody in the audience says, well, why don’t they set down their beer so they can catch the ball use here? And so i was like, oh, that’s, a great question. I was hoping somebody would ask that that was the whole idea for the exercise and i said, the reason you don’t want to sit down your beer is what we want to do is pretend to beers your mission and what often happens at a small non-profit is we put all of our capacity into catching the everyday balls we set down our beer, which is our mission, and nobody ever takes enough time to really think about how do we meet the one year goal, the three year goal in the five year goal? What changes do we need to make today? So for example, was going go back back to my wife’s small non-profit they wanted in five years from now, they wanted to be able to have my wife retire as the founder, but as an unpaid executive director, you can’t hire another executive director and tell him that it’s a freak job. Yeah, so she’s like, well, if i could want to retire, i need to be able to pay an executive tractor, so but in order to do that, i need to have more students in our program and in order to have more students in our program, i need to have a second studio, but in order have a second studio, i need to have a better staff set of of skills so that i can handle capacity, so i don’t have enough people in my organization to handle more students, so she worked backwards from there and figure out which capacity she needed to start with fixing, and what she needed to start with was management. So she took her executive director roll started breaking into an admin role, a program role and an executive director role, which usually doesn’t happen it tiny non-profits usually it has one leader, and they control all the power and it’s that founder syndrome of a lyman charge, and then what happens over time those that when that founder leaves, you have that? Oh, my gosh, is that huge hole? So she saw the capacity need of ok at the leadership level on strategy level can’t be me. We’re going to spread the beer around everybody’s, going to have a cup full of beer, and we’re all going to hold the mission and hold onto it together, and we’re going to share a part of it. So i think that’s the difference between what’s needed at a tiny organization versus a large one if you’re complicated, if you’ve a lot of politics, a lot of messiness, you need someone from the outside to come in with a very rigid tested nice framework. Toby, evaluate your capacity at the leadership level at a small one. It’s usually it’s just having coffee with a friend that understands is coming to a conference like this and having somebody just sit down. You share what you d’oh give you a beer and throw balls at yes, exactly. So what? The way my wife did it was she went to a dance studio owner conference she’s a non-profit dance studio. She had other studio owners tell her and do an evaluation of how she was working. So she benchmarked against them. She told him how she was doing and they’re like all you’re doing this wrong. You’re doing this wrong and the leadership level. So it was a peer evaluation rather than a formal evaluation. All right, first of all, shout out the name of the organization. Oh, my wife’s organisations called leap of faith arts ministries. So it’s a very small non-profit in the chicago land area. Okay, okay. All right, so this is very helpful because we’re breaking it down now for smaller organizations. Yeah, there’s also there’s a good degree of self assessment. I mean, inspection going, yes, there are a lot of founders who would not be willing to divide their job. Yeah, the way your wife did in tow three parts and that’s a that’s, a real struggle because you’re putting all the burden on one person, which is great because that that one person is there for a reason they’re really good at their job and they do it well, so it makes sense tow have them keep all of that stuff. But at the same time, you’re not building a long term capacity for that organization cause when the founder leaves, then the whole order dies. And it’s also not healthy for all these different functions to be in right, ready in one place, because even if the founder doesn’t leave or doesn’t die, eventually they go on vacation. Yeah, they do on dh if if if if getting to the next level which i hear a lot right, you know, how do i do? It is important to you? Yes. Then having a founder. Or maybe two people, maybe not literally just one. But write one or two people holding all the keys and the power that’s all the potential for the organization is is unhealthy. Limited instrument, of course. So yeah. So that was a start assessing start looking in for introspection. Yeah. Figuring out where the you know where the consolidation of power is, so that you can spread it out so that more people are involved. So then we then we continue the conversation to a much more tactical level. So we ended with all right. So if we want to be able to spend more time thinking, capacity, thinking, strategy, thinking, leadership, the on ly way we can do that is to stop doing other things. So you you need to be able to sit down and okay, where am i spending my time? That isn’t helping the mission. What tasks am i doing? What tax my staff doing mohr introspection. Right? So then you look down and you go, okay, well, wow. We’re spending a lot of time on our finances were spending a lot of time tracking our donors that we’re spending a lot of time. Tracking manual pieces of paper for our students doing registration, doing so you talked to start to take those things that there are systems in ways to automate those things. So it’s almost taking a laundry list of, you know, work for three weeks, right down where you spend your hour every hour to write down. Oh, i spent this on adam and i spent this some finance. I spent this and just doing like, a catalogue of your time and then looking back and going so well, i spent a lot of time doing stuff that really doesn’t change our outcomes. It makes us run, and it has to be done. But i could probably give that decided piela won doing it. Yeah. So so then that’s where you start to break down and build capacity because it allows you to focus on the mission in the vision and strategy, and you start to offload those things. And almost everybody went to get a capacity. Says that the first two things they think it’s all i need to raise more money. I need to hire more staff. That’s the only way that we’re going to build capacity and really to me, it’s not that you, khun. If you get your staff trained, they may be able to work better if you get the right systems. It may take away some of the work that you spent all your time doing. If you start to bring in probono staff to do some of this look for a probono accountant look for probono lawyer look for, you know, ways to supplement your staff because of you, in my experience every non-profit that i’ve been at when we ask for more money, or we ask for more staff, the answer is always no. So when i talk about capacity, i say let’s, just stop talking about the illusion that there’s more money and more staff so let’s take and go in two directions. The only way you can do it is supplement your staff, increase the skills of your staff, or look for ways to automate things that your staff shouldn’t be doing that a system can do for you that’s where we ended and that was a really fun cover, that that was the fun part of the conversation to me once we get past the gobbledygook of the word capacity. And the words organizational capacity because really what all what it’s all about is what do you choose to spend your time on? What tasks do you choose as your priorities and what? Where do you invest? The resource is thatyou’re non-profit has been given to meet your mission. What kind of questions did you get? The questions i got from the audience were really about one a lot about the tools. Which tools should i use? Of course, that’s where we started the other one, though, was what do you do? One leadership stands in the way and doesn’t want to change. Or what do you do when thie organization is so small that you know, these tools get away don’t know. Sorry latto clothe first one leadership leadership is resistant. Yeah, so i think when leadership is resistant to this, i think the best way to do it is to celebrate small winds, so arguing with the leadership and trying to prove your point usually doesn’t work. So i think what the way i’ve approached this in the past was do small experiments with just the other staff around you find ways to involve a volunteer or automata. Task and then celebrate it and show hey, you know, we did this little thing over here, and it saved me three hours a week, and now i’m able to do this other work. So i think a way to convince leadership is to prove success when you change capacity on your own, and then eventually you can show them dahna that it is worthwhile for them to spend time, maybe bite it off in small bit and do a test and show show the improvement. Yeah, exactly. Small level. Okay, we got time for one more question that you were asked and but because you can provide the answer. So the last one that since this is a technology conference is doesn’t make sense to do a technology specific assessment and i think that’s another way to answer the first question. So one of the ways that you can get around if somebody doesn’t want to do a full organization assessment, there are some great ways to have somebody just come in. Look at your technology set up, you know, hyre of endor or ask money report members. If they have a solid person, have them come into an inventory of your look at your tax strategy, i think that’s a simple way to start to prove the worth wildness of spending time looking at capacity is just to start with a technology capacity assessment and just have a vendor committed. Do it for you. That it’s. Not all that expensive. If you can find it probono it it’s. Very effective, too. Okay, we’re gonna leave it there. Yeah, steve. Hi. Thank you very much. Thank you. I hope i didn’t confuse you too much of a good overview. I mean, it’s a it’s, a dense topic. But it is a really done you broke it down. Well, for the small order. Good. Steve. Hi, he’s. The solution consultant at net sweet. Thank you again. Thank you. Appreciate it. My pleasure. This interview sponsored by network for good, easy to use dahna management and fund-raising software for non-profits. And you are with tony martignetti non-profit radio coverage of eighteen ntc wrapping up our coverage right now. This interview. Thanks so much for being with us. Thank you. Next week. Attentive and productive with steve rio at bright webb. If you missed any part of today’s show, i beseech you find it on tony martignetti dot com were supported by pursuing toe online tools for small and midsize non-profit it’s, data driven and technology enabled. Tony dahna slash pursuant radio by wagner, cps, guiding you beyond the numbers. Wagner, cps, dot com and by telus, credit card and payment processing. Your passive revenue stream, tony dahna slash tony tell us, are pretty creative producer is claire meyerhoff. Sam liebowitz is the line producer, shows social media is by susan chavez, and our music is by scott stein. Be with me next week for non-profit radio. Big non-profit ideas for the other ninety five percent. Go out and be great. You’re listening to the talking alternate network to get you thinking. You’re listening to the talking alternative network. Are you stuck in a rut? Negative thoughts, feelings and conversations got you down? Hi, i’m nor in sometime, potentially, ater tune in every tuesday at nine to ten p m eastern time and listen for new ideas on my show. Yawned potential. Live life your way on talk radio dot n y c hey, hey, all you crazy listeners looking to boost your business? Why not advertise on talking alternative with very reasonable rates? 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Nonprofit Radio for March 9, 2018: Risk Management & Your Disaster Recovery Plan

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Ted Bilich: Risk Management

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Dar Veverka: Your Disaster Recovery Plan

An IT disaster is one of the bad risks. What belongs in your DR plan? Dar Veverka is from LIFT and she’ll help you sort it out. (Originally aired 5/1/15)

 

 


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Buy-in hello and welcome to tony martignetti non-profit radio big non-profit ideas for the other ninety five percent. I’m your aptly named host. Oh, i’m glad you’re with me. I’d break out with cering go sista noma, if you made me sweat with the idea that you missed today’s show risk management, not all risk is bad, says ted village. We’ll walk you through why you should care about the good and bad and how to get going with your risk inventory he’s ceo of risk-alternatives and your disaster recovery plan one bad risk is you’re going to put ignore it at your own peril. What belongs in your d our plan darva arika is from lift that originally aired on may fifth twenty fifteen i’ll take two charity registration and plan giving podcasts responsive by pursuant full service fund-raising data driven and technology enabled tony dahna slash pursuant radio and by weinger cps guiding you beyond the numbers regular cps dot com tell us turning credit card processing into your passive revenue stream. Tony dot, m a slash tony tell us it’s my pleasure to welcome ted village. He is ceo of risk-alternatives llc, providing risk management and process improvement. Solutions for non-profits and start ups he used to practice law and has served on the boards of numerous organizations. Ted has written about risk management and process improvement in stanford social innovation review, where you can also hear this show. Corporate responsibility magazine. This show is not on corporate sponsors. What magazine and risk management magazine were also not there. He’s at t bilich and the company is at risk. Hyphen alternatives dot com welcome to non-profit radio. Ted. Tony it’s. Great to be here. I hope you’re doing well. Thank you. I am. And how are you? I have to ask. I’m doing great. Thanks. I’m glad. Everybody’s. Good today. All right. Um all right. You’ve been in some magazines that non-profits are most likely not reading responsability magazine. Corpse. Sorry. Corporate responsibility magazine risk management magazine. I’m sure you’re not unfamiliar with this risk management sounds boring. Why either boring or scary? Alright. And if this was not on some affiliate stations, i might use stronger language. I might put it. Put an adjective on before the word for before the word boring. Oh, my god. Why should we be paying attention to this? You know you. Hit on one of the most important issues that i face, which is when people think about risk management, they think about either the fact that it’s one more obligation for them or that they don’t wanna lift up rocks because they’re afraid of what what’s under them and and, you know, what i say to people time and time again is that risk management is a critical part of your business because especially if you’re a non-profit you are dealing with more risks than almost any other organization you could possibly think of, you know, think of the non-profit business model, toni it’s, your taking money from strangers in order to deal with intractable problems. And if you do your job really well, your business should go out of business that’s a risky model, so it really pays to pay attention to risk management, and we could get into sort of what that means if you’d like, yeah, we’re going to, um you do say that not all risk is bad. That’s exactly right? Flush it out. Yeah. Yeah, sure. You know, one of the one of the issues in risk management is what do you mean by rich? And risk matt necessarily mean bad things risk. So i always tell people, when you’re talking about risk talking about uncertainty management, you could have bad risk that could go go, go wrong, and we call those threats. He could also have good rick, you know, opportunities either opportunities for improvement of your current processes or opportunities in the sense of new initiatives, and all of that is within the framework of a good risk management process. Okay, so i like the idea of we don’t know what’s going to happen next. It’s. Just it’s something we don’t know, right? So it does not. Of course, it does not have to be bad. It could be fantastic, right? Okay, absolutely. You know, it could be that that that there is a new donor who is waiting to not give you money if you expand your programs in a new direction, but simply wants to give you money to do mohr of what you’re doing now. And you believe that this is important for non-profit sustainability? Oh, gosh, yes, if you don’t, if you don’t have a risk management process, tony, then let’s say, you’re thinking about having a strategic plan or you have a strategic plan, how can you possibly have confidence that that strategic plan is going to accomplish its its objective if you don’t have a really strong awareness of what your current capabilities are, including what the threats and opportunities are that face your organization? So there’s this thing out there called a swot tte or swat analysis? Um s w o t the o’s opportunities in the tear threats i forget with the what do you what’s the s and the w its strength and weak she’s. So weak threat. Thank you. All right. Yeah. And and people use that sometime during strategic planning process. Okay, so this is s so we’re calling altum positive risks or good risks. That that’s the opportunity. That’s, right? Those are opportunities there. Potential opportunities? Ok. Yes, exactly. And one of the things that i talk to people about when when they talk about a swat analysis, is that swat analysis tends to be a static once every couple of years, activity done during strategic planning. One way to think about risk took that slot and alan and you operationalized it so that you were as a matter of routine, looking at your strengths and weaknesses and opportunities and threats. That’s one way to think about a risk management structure is it’s taking the swat process and making it something that is ongoing over time. I think it should be swope i think it’s a long hour, i know not to quibble, but i think it’s, of course, equivalent, but i think it’s a long oh, i think so long, so might be, but i don’t think that negates anything that you just said, i don’t know listeners thinking that all right, so so an ongoing process. Now you you have this cool article. Stanford social innovation review called a call for non-profit risk management, you make very clear in that, and we have about a minute before first break make very clear that that this is not really appropriate for start ups. If you start up basically, your your argument is you can cover this most of your problems or potential risks with insurance. But so when when should we start doing formalized risk analysis? You know, a good signal for that, tony and briefly before break good signal is when you start doing, when you start having regular audit, um, that usually happens when a non-profit is going into growth phase, and at that point, it’s useful to start having a risk management process because after all, you’re becoming a grown up organization. Okay, so when you start when you start having going through an audit process with your right when you and then that usually in love that you know, depending on the state seven hundred fifty thousand dollars to a million dollars of annual revenue, okay, let’s, take our first break pursuant, their newest paper demystifying the donor journey. You need to be intentional, deliberate about stuart in your donors, we’re talking about being delivered today, assessing risk. You also need to be deliberate about stewarding your donors so you don’t lose them. Pursue it will help you create and fine tune your donorsearch stewardship plan. Keep your donors with you so you don’t have to replace them each year. Demystifying the donor journey it’s at tony dot m a slash pursuant, radio let’s, go back to ted village and let’s continue our talk about risk management thiss ongoing assessment process so all right, so we know when we should begin. Um, what shall we begin with? Is it? Is it the risk inventory? That’s exactly right, tony the first step still, this good risk management process is too take stock of where you are now because you can’t start prioritizing if you don’t have awareness of what your current threats and opportunities are so there’s a process risk-alternatives hq inventory it’s simply a structured exercise that you take your staff through to help them identify threats and opportunities not just within operations, but operations and finance that i t and a talent management and development and all those different functions within the non-profit and it usually takes about, you know, two or three hours of work total for your staff to do something like this spread out over a couple of weeks, and at the end of it, you have a really good idea of the threats and opportunities you currently face, really only two to three hours for each put threespot actually not that hard of a process in fact, your listeners could go to our website, risk-alternatives risk-alternatives dot com and download a little report that shows you how to do it on your own when we do it as a facilitated manner. It takes about an hour to train people about risk management, and then they go off on their own and each person takes about forty minutes to use an online tool toe identify these threats and opportunity. So it’s really not a long involved process. I love the online resource. Thank you for that. So again, risk hyphen alternatives dot com let’s say i want to flush this risk inventory a little bit. So who should be involved in this process? First of all? Well, when when we advise customers to do it, we always say you should have your c sweet team. I’m assuming that that you have a small, that this is a fairly small organization were small. There were small to midsize non-profits here, however you think one point five, two million dollars to five million dollars in revenues, you probably have a ceo cfo, a head of development in in some form or another, and probably someone in charge of programs. You would want to have those people, but we also also always advised get one person who’s simply a staff member right on the front line and have them do it along with the senior team because they’re no thing that that the senior staff don’t have any id dea is going on. Yeah, i know that there. That could be very eye opening on ly one person, though, from from down in the trenches. Well, on in your initial risk inventory, tony wanna balance thoroughness with efficiency. And so with this initial inventory, i think it’s good to have one person from the trenches. But this is mostly going to be a bottom down identification process. His first run through the idea behind it, though, is that risk management is not a one and done thing. You do an inventory, you prioritize, you respond to those you assess and improve, and then you do another inventory and so on and so forth. And as as you grow this within your organization, you would want to make sure that mohr and more people are involved in that risk identification process. All right, so i see we’ve got an interpretive process. Let’s, go back to our initial one now. All right, so we’ve got this were basically creating a committee, that’s going to meet a couple of times, you said over, like two or three weeks. We’re creating a committee. A risk risk assessment committee is not going to scare people like we think committee, right? Okay, that sounds like when, when, when people below the c suite start hearing there’s, a risk assessment committee being formed. That sounds like they’re going to firings, coming, eyes firing or they know about. They know about the seven deadly plagues that are ten deadly plagues, depending on which version bible you read. There’s, locusts and blood and darkness coming on dh, what else we got flies really was that part of the buy-in frogs, frogs that was the effort, the other fellow. So this sounds a little scary to me if i’m not on the committee, no that’s exactly right, which is why one of the things that we advise the senior staff to do when they decide to go through this sort of exercise is to send in all staff e mail out saying, you know, we’re doing this process so that we can dip our toe in the in the waters of risk management. It’s not a matter of something to worry about. In fact, the idea over time is to get everyone in the organization involved in this process, okay? So yeah, and we’re actually trying to do is reduce worry by identifying what’s out there that we don’t know. So we’re identifying are known unknowns. What about our unknown unknowns? Can we get to them? They’re always going to be things that are unknowable, you know, there’s, a wonderful book by, uh, well, it’s called the black swan. Have you read it, tony? You know, i think i saw a movie called black swan, but i don’t i don’t think it’s very different now a very different from what i’m talking about, okay, this book is about how, no matter how well you might try to predict the future, there are always going to be significant jolt of one sort or another that you can’t possibly predict beforehand. And so you know, i again, i always tell people, risk management is not a crystal ball. The better analogy is risk management is a flashlight in the dark, it allows you to see things you might not otherwise see. It makes the path a little safer because you can see some of the things that that might be bad along the way and some of the things that might be good, that can help you, but it also gives you a healthy sense of maybe we shouldn’t be running too fast, because if we run too fast, we’re not going to see the things that could trip let’s. Let’s, go back to our to our initial committee now. So so how do we ah wei, is that there’s a risk assessment committee? Yeah. Can we call that? Okay, managing committee, risk inventory shoretz are risking our r i c were first our first rick. So way get the group together. What do we do? How do we get the process started? If we don’t, we don’t have the luxury of the of a professional facilitator, right? Well, if i were doing it and i didn’t want to bring my company or some other company and it’s, what i would do is i would cheat in the following way, i would go get that that report that that we have on our website and i would download that and it says, ah, this is how you do it. These air, the various different functions that you want to look at, and it lists eleven different functions of the organization, and it says what you ought to do is you hot auto, have each team member within each function, identify three things that could go wrong, and one thing that could go right in the near future either because it’s a new process that we could adopt, or a new initiative or a process that we could tweak in some way. So each one of the people goes off and does and and they identify three threats and one opportunity in each function of the organization. Okay, then they do it, but they do it, tony, even if it’s not their function oh, you’re going all right. Well, let’s, take one step at a time. First of all, just just name a couple of the functions. You know, talent management. Okay. Hiring, developing and if necessary, firing people that’s one funky reputation management, you know, how do you influence what? What people think about your organization. Um, fernand is another function. How do you account for the money that flows through the the organization? Just give us one. Give us one more. We don’t want to eleven. Because because there are available on the title is the big ones. You know, how do you use elektronik technology in order to enhance the services you provide? Why’re we waited three, three potential bad and one potential. Good. Why can’t we be? Do equalize it out two and two. You could do it that way. I’ve found just over time that people are going to be very, very, um, free with identifying things that could go wrong. People have lots of worries, especially during an initial risk inventory. They like to dump a lot of stuff out on on the table it the reason why we emphasize identifying at least one opportunity is that we want them to be balanced in their presentation to some extent. Nevertheless, it always is that people are going to identify more threats than opportunities, and so we’ve set it up as a rubric of three to one to at least get the one in each because really not balance it’s tze, twenty five percent good and seventy five percent bad, but but you see, people are thinking mohr negatively, people thinking more about the bad risks that’s, right? And and also when when you know, when we reconvene after after having people look at those things out on their own. One thing that that happens is that the team the committee that you’ve developed is going to find that they identified it ah lot of the same risk, so you might get a list of one hundred risks, but really it’s going to end up with about sixty sixty to seventy risks and and a lot of those things that they identify as bad things aren’t going to stand up to the light of day one person might be worried, but another person has a full explanation, and so it will simply go away. You’ll end up with about forty or fifty for challenge either positive challenges or negative challenges, and and at the end of that process, i can almost guarantee that someone who does this will be aware of two or three things that are low hanging fruit, that they can pick very rapidly in order to help their organization thrives. Now, are we allowed to come back to the committee then with mohr than the four that you challenged us with? And then the committee and the committee flushes them out to get down to this forty or fifty? Is that the way it works? Yes, if someone wants to identify more than three threats and one opportunity, i would never say, no, you can’t, but but on the other hand, you don’t want someone, for instance, to focus so much on this that they become, you know, all engrossed in in their potential worries rather than doing their job. So you wanted to be somewhat manageable, all right? We’re in the details of this, which is where i want to be. So so our first meeting is introductory. And then we give some homework second meeting you’re coming back in a week or maybe give him ten days. All right, maybe it’s a it was a long weekend in there, so e-giving e-giving ten days you’re coming back with your your analysis of threats and opportunities with the understanding that we’re going to narrow, we as a committee are going to narrow it down to three, three and one for each functional area, okay? No, no, no, that that i think i misled you on that one. Well, you’re going to narrow it down to a certain number of risks. It may be that there are that that the committee ends up saying, yeah, there really are seventeen risks in the development function. And they all are really rich. Each person would have identified only three. But, you know, maybe maybe it ended up that that you had ah, fifteen at least, um, legitimate risks threats that were identified, that is, you don’t limit it artificially as far as the total number of risk that could be identified within a function. Okay, i think you did mislead me, but that’s all right? You know, character. So listeners going go back, listen to what ted originally set the record will now pass that’s, right? I think it’ll show that i’m correct, but, um, so all right, so and you had also said that people can identify threats and opportunities outside their their own functional area, so a cfo can comment on it, and i can’t comment on hr and talent development, et cetera. Okay, um, that’s our second meeting, what happens after that? Now, we’ve now we’ve got our core of forty to fifty yeah, you’ve got your core of forty to fifty. The next step in that in the process would be to prioritize along those risks, because if you have forty two, fifty two, sixty risks and you think they’re all equally important, well, you’re just going to be frozen in inaction. So the next step is to use whatever tool you wish to use to prioritize those risks down to the most important ones that your organization face. And when i’m advising r our clients, i say the simpler the better, as far as prioritization, use a simple, you know, ah, point system, where each person on the team gets a certain number of points and they can allocate those points, however they wish among the fifty or sixty rhys so that if you want to push him all of your chips on toe one risk because you think that’s really important and should be really high priority for the organization, you could do that. Um, and and by doing that, you end up with your top ten or fifteen risk that got the most points and those become your first prioritized punch list of high value items that your organization should focus on during the coming period of time. You could do this like a poker game. You could all be you could buy everybody a stack of chips and okay, number one, we’re going to go through all forty or fifty. Number one who wants to throw is number one throwing your chips. But when you have a chip on that one that you exactly right, good bet judiciously, because when you’re out of chips, then you’re silent. There’s no taking chips back. Alright, right? Yeah. And? And what is happening is that people will take different different approaches to deciding what you know what their priority risks are and and the reason why. I say it needs to be a simple process is that deciding priority really is a judgment call? It has something to do with how dangerous or how good is this opportunity of its opportunity? How, how, how big is the risk if it comes about, how likely is it to come about? And if it comes about, how much lead time are we going to get before it manifest? Seldman now, you know, if you’re a multi billion dollar corporation, you khun create huge financial models to make those sorts of decision, but for the average non-profit you have to rely on people’s considered judgment, and so having a simple prioritization process where people are told, you know, consider those three factors and then put your chips the way they should. It ends up being a pretty powerful system for identifying the core risk organization and say those three three factors again, yes, it is it’s, the magnitude of the risk if it comes about the likelihood of the risk coming about and how much lead time you’re going tohave once the risk manifests itself before the full impact hit, okay, that third one could be it could be a day or so? I mean, that could be short term and they could on the end. And that might mean that you would get several rank that risk hyre because you don’t get that much lead. On the other hand, if you’re talking about a legislative change, you might have not in front. Okay? Yes, exactly. Yeah. So you’re aware, of course, weighing the factors, it might be low, like a low, low, low probability, but xero lead time and great magnitude you’re going to rank that thing. Hyre okay. All right, all right. So now we’ve got our ten. We’ve got our top ten. Yeah. Now, do we continue in just the committee and dealing with these? Or do we start to open it up in, like, meeting three or four guard to open it up? Ok, start opening up when you, when you boil that tend the risks down to your poor wrist, then you start opening it up to the rest of your staff by bringing those the list of those risks to your staff meetings and talking about those with your staff asking, ah, you know, for for their reactions tow those risks. Signing those. Risks, too. Particular people tto be dealt with a signing check in dates for when when you’re going to check back, you know that that list of core risks, which is second big tool that risk managers use, they call it a risk register. But that prioritized list becomes the operational judge document that you share with your staff in all staff meetings and and other staff meetings. You also share that up to your board of directors because those are the core risk that the organisation face and the board may want to weigh in on some of those risks. Excellent. Ted. We’re gonna leave it there. That’s a perfect place to ah overviewing on dh, of course, there’s get you could get thie get the format at risk. Hyphen alternatives dot com. You could follow ted at t bilich b i l i c h ted village. Thank you so much for sharing. Uh, tony was great to be here. Thank you so much for having me on my pleasure. We need to take a break. Wittner, cps, anek cerp from the latest testimonial quote, they’re accessible. They care about their clients. End quote, can you say that about your accounting and audit firm? This is another way that wagner goes beyond the numbers remember all the guides and the templates you heard me rattle on about, but they’re valuable. So it’s rattling and it’s valuable rattle. Yes, it was very it was a high tone rattle, good tone, so there’s that but then there’s also they’re accessible. They care let’s make it personal. Talk to eat. Which tomb he’s. The guy you want to talk to? Check out wagner, cpas, dot com he’s a very good guy. Now time for tony’s take two two people have me on their podcasts, it’s their lives joe correct, and i talked about charity registration. Now, first of all, i have to apologize to joe correct, who i’ve always called joe garrick, including what he was on the show. Why he didn’t correct me, i guess. It’s too polite. I don’t know. I think i take notes. Well, as long as they’re not from my wife, i think i’m open so i would. Appreciate it, but joe correct did not. So i have to correct, correct and eso yes, joe, correct, and i did charity registration and i did, launching a planned e-giving program with heather yan tao. Those are my two tricks to trick pony that’s what i know, plan giving and charity registration heimans lots of people say they feel passionate, passionate about their their work you need i love you. The twitter bios air are actually pretty interesting there’s a lot of passion out there, they’re passionate about whatever they do. I don’t know, i like it. I like playing giving i like charity registration let’s just leave it at that let’s not get carried away about passion. Um, so those are the two things i talked about. So the plan the plan giving with heather watching apollo program? Not surprisingly, i talked about charitable bequests that is the place to begin your plan giving program, as you know, and it could be the place to stop. If you’re a smaller, maybe even midsize shop, you don’t want to invest in more and more like infrastructure and further expertise or something it’s not necessary, you can have a very respectable program with charitable bequests start and stop there so you’ll hear that message. And then, of course, we’re going to more detail about starting a plan giving program against marketing tips that i shared with heather et cetera and for charity registration that was the one with job. Correct? Um, you know, the biggest hook with that is your donate. Now button, if you have a donate now button on your website, you’re accepting gifts on your site. That thing is a solicitation in lots of states the day that it goes live, and it doesn’t matter whether anybody in montana ever clicks on it. I don’t know if montana is one states you gotta register is like ten or twelve states where you don’t but let’s just don’t don’t fight the hypothetical, um, it’s it’s a solicitation in a lot of states, the moment it goes live because people in those states can see it so that’s a big hook you donate now button and just generally, of course, charity registration. You need to be registered in each state where you solicit donations, and joe and i went into some of the generalities about registration because it’s a morass. But there are some generalizations you could draw about what the states require in terms of timing and forms and fees, things like that when you get into the weeds of charity registration, then that’s where it’s it’s a morass because every state has its own let’s be polite and say video sync christie’s that they’re their own personalities that must emerge through the charity registration channel so you can’t make a lot of you can’t go into a lot of detail and, you know, like a forty minute podcast, but there are generalizations you can draw, and so we talk about exemptions also exemptions or key, you know, once you find a state that you need to register in because, you know you’re soliciting in that state, the first thing you want to do is look at the exemptions in that state. What do those look like? Because you might very well be exempt. Then, of course, drill down to the details of exemptions and that’s where the morass comes in is in a state where you apply for the exemption or the state, and you have to be approved for the exemption. Or is it a state where? You could just walk away, throw up your hands and go to the next state because you just deem yourself exempt, right? So joe, correct, and i talked about the exemption, of course, too, because, you know, you could save a lot of time if you find that you are exempt. All right. So carrie restoration job, correct planned e-giving beginning of launching a plant e-giving program that’s with heather, you, lando and i’ve got links to those two podcasts, of course, there’s. My video. I have to have my own personality and nuances. So my video, with the links to the those two podcasts where i was a guest, is that tony martignetti dot com live. 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Thanks to your station for carrying us affiliate affections that’s the liveliest or love the podcast pleasantries and the affiliate affections. Now let’s, go to darby, barca and your disaster recovery plan. Welcome to tony martignetti non-profit radio coverage of ntc twenty fifteen the non-profit technology conference were in day two. We’re in austin, texas, at the convention center and my guest is dar vivir ca she’s vice president of technology for lift a lefty and her workshop topic is avoiding disaster a practical guide for backup systems and disaster recovery planning. Dar welcome, thank you very much. Good to be here. It’s a pleasure to have you this day two we’re highlighting one swag item at ntc per for interview and, uh, i have a double chip biscotti from ah sputnik moment the hashtag is hashtag is sputnik smiles and i’m told that the glasses go with the biscotti, so this is essential. This is this interview’s swag moment. Thank you very much. Sputnik smiles and it goes into the goes into the swag collection. There it is. Okay, door. Um, we need to know some ah, little basic turn. Well, you know what? Before we even get into why is disaster recovery and the related and included back-up so i don’t know if it’s just for gotten ignored, not done well, what inspired the session is a organization i used to work for. We were required by auditors to do a disaster recovery plans. So when it came time for the annual audit, i got out the current disaster recovery plan and went all right, i’m going to go ahead and update this and when i discovered when i read the plan was there were servers, there were eight years old gone for the last eight years server and reading the planet was very clear that what the previous person had done was simply change the date and update the plan for auditors. And as i thought about it and talk to other people, i found that that actually happens a lot people it’s d r is sort of that thing they don’t have time for because no one ever thinks it’ll happen to them, so you push it off and you push it off, and you either just download the template, you know, a template off the internet, and you slap a date on it and basically fill it out just for the auditors. But a lot of organizations never actually think through their disaster recovery, they don’t get into the details, they don’t worry about it, and then when a disaster actually happens to them, they’re sort of stuck. You don’t have a plan that i don’t have a functioning crush on, they’ve never tried it out, so that was what inspired the session and as we dug into it. We we tried to give the thirty thousand foot view because disaster it cover, you know, there’s an entire industry, the deals with technology, disaster recovery. You can spend days on this topic, and obviously we didn’t have days. We had a ninety minute session, so we tried to give the thirty thousand foot view of the practical items you need to pay attention to if you’re not confident in your organisation’s d our plan, if you don’t have a d our plan or if you do and you really don’t, you know, you think it really needs an overhaul that sort of the top ten of items of what you should really be looking at when you’re dealing with disaster recovering backups. And we tried to give some several practical examples myself and the other speaker and andrew, who could not make it this morning of disasters we’ve had to deal with as well as other well known ones. Yeah, okay, do we need some basic language? Miree before we get into the d r disaster recovery topic short jr is one of them. Disaster recovers, often referred to his d r it’s often spoken about in terms of business continuity or bc, which is sort of the larger plan for the entire organisation should’ve disaster strike there’s the others very d are specific things such as our poet recovery point objective that we could talk about your rto, which is recovery time objective there’s very specific language like that for disasters. It’s usually just revert to de ours. So whenever we say d arts disaster recovery okay, we’ll see if we get into those eyes and i could explain to ms wick. Okay, um, all right? So clearly we should have a disaster recovery written, just recovery plan. Even if we’re an organization that small enough that doesn’t have an annual audit, we still should have something in place. Yes. Okay. What belongs in our day? Our plan top ten things. You need a contact list for your team. So if you have a top ten of the d r i do of what should your plan d our plan? You know, it could be anything from a five page outline that just covers the basics. And in in our sessions slides, which i’ve posted in the ntc library gives it some good resource is for doing andy. Our plan, or it could be a, you know, a huge hundred page document, it covers absolutely every aspect of business continuity or something in between it’s going very by organization, and the reality is, if you’re a small organisation with a small team, you might only be able to do the five page outline but that’s better than nothing that’s better than no d our plan or a d r plan that realistically hasn’t been updated in the last ten years, but i would say, you know, the top ten you really should have in your day. Our plan is number one, a contact list for your team members. What is the contact for your team, folks, your business continuity folks, if you normally would get that out of your email and you’re in a disastrous situation, you know you can’t get to your email or, you know, like we’re ever going through, and i want listeners to know that she’s doing this without notes, i it seems very confident that she’s got the hopefully i’ve ever altum in-kind get seven out of seven or eight ten will be ecstatic, but so continue. Oh, but i want to say yeah, as we’re going through, consider two organizations that may not have someone devoted to it. Correct, that is, our listeners are small and midsize non-profits right? They very, very well just all be outsourced or it falls on the executive director’s desk. Excellent point. Would you cover that in the session? So t finish at the top ten contactless three team members contact list for your vendors, a call tree and some sort of communications. How do you tell your organization in your members that you’ve had a disaster? Either your servers have gone down your parts of burst and your communications air underwater? How do you do that? What is your network look like? So? Network diagram process outline how you’re actually going to do your disaster recovery a timeline? How long do you expect these activities to take before you? Khun b live again, a list of systems and applications that you’re going to recover if you’re a large enough or gore, you can afford a hot site what’s called a hot or warm site where you can immediately switch over two other equipment. You know information about that, you’d need that to start your recovery and then also information about your backups. You know, who’s got your back ups? What system are you using? How do you, you know? Get those back. So those air sort of like the top ten things or d our plan should have. Alright, let’s dive intothe process. Ok a bit, because that intrigues me. And hopefully listeners. I think so. I think i have a fare beat on what’s. Interesting. I hope i do. Um, yeah. What? How do we start to think about what our dear process should be? First, you have to think about what all could be a disaster for your organization. A lot of people think about things, you know, earthquakes, hurricane, sandy, hurricane katrina. But it could also be water pipes bursting in your building. That is one of the most common thing. If your server is not properly protected, which a lot aren’t a lot of stuck in closets. Ah, dripping pipe water. We call those water events and that seems to be the most common thing departments encounter is leaking pipes in the building or some sort of a flooding situation. But it could also be an elektronik. Disasters such i’ve worked at an organization that underwent what’s called a ddos attack, which is a distributed denial of service. It took out our entire web presence because malicious hacker hacker went after that’s where there’s millions of right the network and they just flood your network seconds you’re overloaded and yeah, and that’s a disaster situations. So one, why would they attack like that? Why wasn’t non-profit attack malicious? The cp dot organ are attacked out with avon marchenese travon martin decision. Folks attacked our our petition site way. We were able to get it back online, but for a couple of hours. Yeah, we were off line. And that could be considered a disaster situation. For sure. Yeah. How do you help us think through what potential disasters are not even identify them all i think about what could affect your or what you wear. You vulnerable? Some of the things we talked about in the session and we’ll think about it. How would you get back online if the’s various things happen to you are your are your services sort of in the cloud? Do you have servers on site and start there when thinking about your process is what would you have to recover if these various scenarios affected you or with these various scenarios. Scenarios affect you if your website is completely outsourced to a vendor that has de dos protection. Okay, that’s, not a scenario you have to worry about so kind of analyze it and every organs going to be different. You know, if you live on the west coast, you’re probably concerned more about earthquakes than other regions. So it’s it’s going to vary for each organization, what sort of disaster you’re going to be worried about? And then you start getting down into the practical nuts and bolts in terms of who are your disaster recovery people, who’s your team, if you’re really small lorry, that might just be you or as you mentioned before, if you’re using outsourced, manage service provider and your vendors responsible for that, make sure your vendor has a d our plan for you. Ah lot of folks just assume your vendors taking care of that, but when it comes right down to it, do they actually have d our experience? Can they recover your items? Actually sit down and have that conversation? Because so many of the small org’s as you pointed out, do youse outsourced thes days and there’s there’s a lot of manage service providers that specialize in non-profit, but you need to have that conversation. Don’t wait till you’re under a disaster scenario to discover that groups they don’t actually have that experience have that conversation ahead of time. What else belongs in our process? Outline in your process latto outline if you’ve got a another site either a cold, a warmer, hot site or if your stuff is based in the cloud, where would you recover to the hot side is some place you go to drink cold water or hot? Sure, a cold site would be where you’ve got another location let’s say you have a dozen servers at your location, and in the case of, you know, your building being inaccessible or underwater. A cold site would be where you’ve got another location you could go to, but you don’t really have any equipment stage there, but it is another location you can begin operations out if that’s a cold sight there’s nothing ready to go, but you’ve got a sight a warm site would be where you sort of have a skeletal equipment there it’s far less capacity than you’re currently at, but you’ve got something there it’s not live, but you got stuff ready to go that you can restore to and get going. And a hot site is where you can flip over immediately. Your live replicating to somewhere else, it’s ready to go? It might not be full capacity, so it might not have, you know, full blown data line size that you’re used to might not have your full range of service, but it is live and you could switch over near instantaneously. That’s a hot site, ok, eso you’d want that in your process, and you’re going to want to think about what are you restoring and that’s where we get into the backups? What comes first and that’s, where you start getting into terms such as recovery point, objective and recovery time objective those air to very common d our terms recovery time is how far back are you recovering, too? And what does that mean for each system? So if it’s your donorsearch system that’s probably fairly critical, you want a recent restore of that? If it’s a system that doesn’t change very much, maybe a week ago restores okay for that and sorry that’s recovery point objective recovery time objective is how long does it take you to get back online after a disaster? You know, ifyou’ve got to download your data from an external source. Has anyone thought about how long that’s going to take you to get the data back? Is it going to take you fifteen hours or three days? So it’s in a lot of folks don’t think about that ahead of time, they just go oh, you know, we’ll we’ll pull it back down if we have a disaster, but they don’t think about instead of their nice normal data communications, they’re going to be on a tiny d s l line trying to pull down one hundred fifty gigs of information and it’s going to take a week to get it back down. I have to say you’re very good about explaining terms and thank you, proper radio. We have jargon jail? Yes, we try not teo transcend. You haven’t transgressed cause your immediate about explaining exactly what recovery point river and recovery time objectives are. It could be very confusing, you know, if you don’t understand the terms in tech, you can be confusing what folks are talking about, and that was one of the the focus is of our station session is making it less confusing and being very practical, practical about what you can or cannot do. And if folks go and look at our slides, they’ll see on several of the items we did a good, better best, and we tried to talk about that all throughout the session because we realized again for a small ork or, you know, even a large order that just doesn’t have the resources to devote to it. You might not be able to do best practice, but you could at least try a good practice that would be better than nothing. And then so we do a good, better best for each each type of thing like what does a good d our plan look like? Versace best day our plan and at least try and get to that good, because at least you’ll have something and it could be a continuum where you try and improve it along the way. But you’ve got to start somewhere it’s better than just ignoring it, which is what happens. At a lot of places. Got to take a break. Tell us credit card and payment processing. You know these people check out the video at tony dot m a slash tony tello’s that will start to explain to you the long tail of revenue that you can earn from. Tell us when you get companies to look att tello’s. Let tell us look at their processing fees. Then they switch to tell us you get fifty percent of the revenue forever. Tony dahna slash tony. Tell us now back to your disaster recovery plan with dar do we need to prioritize what what’s mission critical. And, yes, we can work with out for a time. Yes. How do we determine that? Definitely. We talk about that in terms of its not just a knight each decision either because we may think that the emails the most critical thing out there, but development may see the donor system as the most critical out there program might think that the case management system is the most critical out there. So you finance wants their account. They want their accounting system up. Obviously you’ve got to have an order in which you bring these things up. You’re probably not gonna have enough staff for bandwith or, you know, equipment to bring everything back online, so there needs to be and hopefully your executive team would be involved in deciding for the organization what is most critical in what order are you going to bring those things up? And that needs to be part of your d r plan? Because otherwise, if you’re in a disaster scenario, you’re not going to know where to start and there’s going to be a lot of disagreement of who starts where so you guys need to decide on the order, okay, we still have a few minutes left, but what more can we say about d r and related back-up that’s not going to wait till i’m back up because i think we could do a little bit in terms of d r i would say the key points on backups are check them because a lot of time, yes, monthly or quarterly, at least is anyone looking at your back-up back-up work-life one of the scenarios that we talked about that actually happened to my co speaker, andrew, was that their server room flooded and it hit their razor’s edge server, which is their entire c, m, s, c r, e, m and donorsearch system, and they thought it was backing up, but no one had actually check the backups in the last two months, and it was on, and it was not s o in terms of back-up just typical, you know, pay attention to the maintenance. What do you backing up? Has anyone checked it? And again, if you’re using a manage service provider, make sure if they’re responsible for for looking at your backups of managing them, make sure they’re doing that, you know, double check and make sure that they understand that your backups are critical and they can’t just ignore the alerts about your backups. You know, you don’t want to be in the unpleasant situation of three of our servers just got flooded. We need the data and discover nobody was backing it up. It ain’t exactly okay. All right. Anything else? You wanna leave people about back-up before we go to the broader diar? No, i think that’s. Good for those were the highlights for it. All right. So back to the disaster recovery. What more can we say about that. There are going to be a lot of watches if you’re in a large d our situation and so one of things we stress is one getting down into the details of your d our plan before disaster hits, you see, if you’ve never thought about how you’re actually going to do the restores air, actually, how you’re going to be rebuild those servers, you need two ahead of time. A lot of folks never practice have a fire drill. I hate fire drill, but and you don’t have a live fire drills in this case, it might be a live fire drill. You don’t want to have that, so you should make some effort to practice, even if it’s just something small, you know, trying to restore one server. I mentioned in this session that i was put in a situation years ago at johns hopkins university, where we were required to have verification of live tr practice. So i was put in a room that had a table, a telephone, a server, and we were carrying two laptops, and we couldn’t come out of the room, and so we had completely restored our domain. We had a set. Of backups on the thumb drive and added the second laptop to that domain improve that we had restored the domain, and an independent person that was not connected to our department was monitoring to make sure we had done it and we had to prove it, and that was an eye opening experience is as experienced as i was doing that i’d never done it live, and it took me three tries to do it so that’s, right? Encourage folks to really try and practice this stuff ahead of time and get down into the you know, the weeds on there on their d our planet on also to think about it. You weren’t fired because way, john no, no, no. I actually like too much john soft. No, we did complete it within the time frame, but we were a little startled when we discovered that we thought we knew how to do it first time out. And we kept making little mistakes. There were two of us and they’re doing it. And we were surprised ourselves that we thought, oh, of course we know this. This is not a problem, but no, we were making little mistakes. Because we didn’t have the documentation down, a specific is it needed to be, and so that was a very eye opening experience. There’s a couple of their d r gotchas we talked about, which is crossed, people don’t think about the cost ahead of time. How much is going to cost to get you that data? Back in the instance of my co presenter who had the damaged drives, they weren’t expecting a near ten thousand dollars cost to recover those drives, but that’s what happened when they didn’t have the backups? They had to take those hard drives to a data recovery place, and the price tag was nearly ten thousand dollars. Dealing with insurance is another big one that people don’t think about having to account for all of the equipment that was lost, and dealing with that insurance morass often gets dumped on the auntie department in a small organization. There’s not, you know, a legal department that’s going to deal with that it’s going to be you so to, you know, kind of talk to your insurance provider ahead of time and see what all you have to deal with in a disaster situation, so you don’t get an unpleasant surprise if you’re ever, in one a cz well, on the insurance topic, just are you covered? Exactly what what, exactly, is your equipment covered, and what do you have to do with that? In terms of accounting for it, if you suffer a disaster and you know the gooch is, we get so a couple of minutes, if if oh, about conscious. Trying to think about somebody we don’t hold back on provoc video, i think some of the other ones that we covered in their thick wit mint again to the cost, how much is it going to cost you? Two gets new equipment and did you account for that when you were doing your d our plan and a time to recover? A lot of folks don’t understand how long it may take them to do a recovery and also deciding what is important and what is not important, not just in terms of what should be restored in what order, but in terms of practical things, do you really need to restore your domain? Er, or could you just start over from scratch if your domain only contains maybe fifty accounts and doesn’t have any associated servers faster for you to just start over and just recreate the domain immediately? Especially if a lot of your emails in office three, sixty five or google maps, you could reconnect it very quickly. So, you know, thinking about more practical gotsch is like that that you should think about have time, you know, obviously it’s that’s the best practice to think? Of all these details, and he realized folks may not be able to, so we provided someone sheets and some samples of them of just quick, yes or no questions and thinking this through and things to think about and where will we that is not notice provoc radio has a professional sound i don’t know about ntcdinosaur ten, but that was a way over there. They’re on their own. They can come to us for expertise if they if they need to. But, uh uh, now i messed myself up because i ask you about something. What were you just talking about? How much? How long will actually take you to recover things? And whether or not you should practically skipped recovering something because it might be faster to rebuild it. Okay, i have a follow up to that my smart ass humor, maybe lose it. All right, so why did you leave us with one take away? Dror back-up the session was a little bit misnamed because technically, you’re not going to avoid a disaster you really can’t in many cases, you’re not gonna avoid the flood. You’re not going to avoid the earthquake if you’re in that. Region so you need to plan on how to deal with it. So it’s more like avoiding avoiding your d are becoming the disaster because you’re not going to avoid the disaster itself, so you might as well plan for it. Outstanding. Thank you very much. Door. Thank you much. Darby america vice president of technology for lift. This is tony martignetti non-profit radio coverage of ntc non-profit technology conference two thousand fifteen. Thank you so much for being with us. Thank you. Next week date your donor’s returns with jonah helper. If you missed any part of today’s show, i beseech you, find it on tony martignetti dot com were supported by pursuing online tools for small and midsize non-profits data driven and technology enabled. 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