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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. 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Nonprofit Radio for January 12, 2018: Free Coaching In 2018 & Maria’s 2018 Plan

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Welcome to twenty martignetti non-profit radio big non-profit ideas to be either ninety five percent on your actor named oh, i’m glad you’re with me, i’d suffer the effects of organ neo-sage if you got taste saying you missed today’s show free coaching in twenty eighteen, four coaches small non-profits nationwide through its network of volunteer specialist in marketing, hr technology management finance and mohr kurt kurt springstead is from the northeast region, and he revealed how to get free, ongoing support for your organization and maria’s twenty eighteen plans. Maria semple has strategies for your fund-raising digital marketing and trusted research prospect, research contributor and prospect finder. I thought he’d take you twenty eighteen plans all this month responded by pursuing full service fund-raising data driven and technology enables, tony got a last person and by wejust piela guiding you beyond the numbers. Western piela dot com hello durney credit card processing into your press of revenue stream. Tony dahna made black teller i’m pleased to welcome kurt springstead to the show. He is a certified mentor and chairman for the score northeast new jersey chapter his near forty year career was in information technology and ranged from programmer trainer and adjunct professor. Tow it, director, consultant and non-profit boardmember score is at score. Mentors and score dot org’s. Kurt springstead. Welcome to the show. Thank you. It’s. A pleasure to have you, um, score. Now, i i grew up with score being the service corps of retired executives, but that’s ah, that’s. Old news, right? Yes. We’ve dropped that. That acronym? Because it turns out that nearly half of us are working to some degree, many full time in some part time. Okay, so so i was like, like, aarp is no longer the american association of retired persons. It’s just aarp like that, right? Like that. Okay, um, and score is nationwide and supported by the small business administration. Technically, we have our own funding from the directly from the government, and we’re a partner of this administration. They just kind of helped me or the money out. Okay, okay. But of course, score is itself a non-profit so people can give to score and support the work. Well, the way we have our own non profit foundation called the score foundation. Okay, in order to to accept funds donated from the public or from corporations that want to sponsor is because as a government agency, which is what we are, we obviously can’t take donations. Oh, you’re still you like you’re a part of small business administration? Not just i thought, supported by the website says, supported by i thought that meant like you get grant, you get a grant from score. I mean, from s b a. But what exactly happened? Wear actually empowered by an act of congress and they give us a small grant that they they ask our big brother, the spd administer. Okay then, when someone tried to donate a large sum of money a few years ago, we had to figure out how to make advantage take advantage of that. So i created the square foundation, which then sponsors various programs that were involved in whether it be training or outreach. They allow us to be more effective than what we get from the government. Okay, so the yes. So the score mentors are acquainted with non-profits not wanting to turn down gift if they don’t have to. Absolutely. Well, we we end up in our particular chapter having to raise nearly half of the money we need to operate. So we understand all the all the issues that not-for-profits okay, excellent. Eso s o score is i think i feel i feel like my voice just crafting a score score score score is mentoring that is on coaching that is available nationwide, including for non-profits let give us a sense of the breath of this. What? What? What non-profits could learn? Sure. So, yeah, one of the key services we do offer is confidential and free mentoring for as long as you’ll have us. And, you know, there’s about thirteen thousand of my friends in three hundred thirty chapters across the country with people who have done everything you can imagine serial entrepreneurs, uh, people with industry specializations, i spent a lot of time as you mentioned it, but we have people who are retard lawyers piela people have come from not-for-profits organizations and so on, and then what we offer you is whatever services you might need it’s really, in terms of a coaching, a relationship. So if you were people come to us with simply a gleam of an idea, i’d like to create an organization or like to create an entity that does the following and i need to know where the steps are. What are my resource is? How do i make it happen? And since most of us and our careers have been down that road already, either in for-profit or not-for-profits we can i tried to tell you where the where the dangers are and what kind of decisions you might have to make. Okay. And that’s, that’s, that’s pre startup. But our listeners are are already in non-profits, you know, vast majority is already in non-profits so i first of all, i just love the idea that this is available to us as us taxpayers and non-profits ah, you know, in part supported by our small business administration. I love that guy like that, right? So actually, you should be really important. Happy the taxpayer because for every dollar the government gives us, we return fifty dollars. I don’t think there’s any other group in the government that actually gives money back. Is that right? Yeah. Okay. So the yes. I mean, well, you know, we tend to see a lot of people who are looking to start a business, but probably nearly half our business. People who already in business. Ok. For a significant period of time, and so the services are the same. The questions they’re sometimes different not trying to find out necessarily where to go, but we have some trying to grow or i’m thinking of adding a new line of service, or i’m struggling with managing the people that i have a client come to me has been a business for twenty five years, and suddenly the numbers went went rid. She had no idea why that happened or what was going on had, uh, any number of people who come to us with, uh, you know, i just we feel we need to grow. We need to serve more of our clients. We’re not getting out to the the community we were designed to serve. How do we make people aware of us? How do we get volunteers? All those kinds of questions that we run into excellent. Okay, so so even though it’s small business administration, you know that there’s a reason that you’re on non-profit radio i want listens to b b certain that they can avail themselves of this inn non-profit so so whether it’s marketing or law or human resource is a righty or accounting? What? I mean, like any any business functionality is available for the is available as coaching and mentoring that i haven’t run into anything yet that i can’t find, you know, the reality is that for, you know, a cz you’ve mentioned, i’ve been on board and, you know, i’m i’m running a fifty person ah, small non-profit myself locally with the team that i have, so i’m struggling to find more money trying to struggling to find volunteers, i’m tryingto struggle to keep them engaged, too. Figure out how i can reach more clients, which is one of the reasons is wrong with you today. What can i do to make sure that everybody knows our service is out there? So we have the same kinds of problems, the same issues. So, you know, sometimes you need legal advice, and i appreciate the nuance that there are some regulations and some decisions that are different for those of us who are in a not for profit status and the have you got a charitable registration you need to set up? How do you? Some of the legalities of when we hyre people on how we treat them are a bit different howto do with the tax situation. I mean, one of the most interesting questions i get it someone has come to us, has had a for-profit business i have working with a woman who’s been teaching art for a number of years, but now she wants to turn it over and offer some of her courses for free on the internet. And she was going to look for grants. Well, unfortunately, she’s a commercial operation and the number of grants for a commercial operation are quite small. So we started to talk about how she might look at establishing an aw for-profit and attract people to make donations to that business. So i, you know, i’ve only been with score about three years, but i’ve been all over the map. So in terms of those kinds of questions, i can’t help but notice the similarities between my four business work in my not-for-profits although, as every business has its own unique nuance, um where where we do our best to help with that? Yeah, we have to take our first break so you just hang out for a moment and it’s time for a break. Data driven fund-raising field guide that is their newest resource on the listener landing page. There was more data generated in twenty, sixteen and twenty, seventeen, and in all of previous history made that is amazing and it’s too much for you to deal with a field guide to help you translate the data. You have the fever got into actionable inside, drive your fund-raising so you can act on your data, not be stuck in its muddled through it. You know that, ah, fancy report that you get out of your fund-raising starita basis is not worth anything. If you can’t act on it and have it helped you in your fund-raising what is taking what they’ve learned in working raise large organisation, and they have boiled down to basic principles for you in data analysis. The data driven fund-raising field guys it’s at tony got a flash for students capital p now, back to springstead and free coaching in twenty eight i’m with kurt springstead on, we’re talking about score, which is consulting, coaching, mentoring, that’s available to you in all these different areas that that kurt has been touching on anywhere in the country. Him he happens to be in the northeast new jersey chapter, but how many three hundred chapters you said throughout the country, country hundred thirty welcomed the beauty of it is we have a significant number of clients that we service, uh, who who are comfortable with an exchange of e mails, and we’ve also started in the last year or two significant amount of mentoring the video conference, so if the particular expertise you need isn’t in the small team, in your neighborhood or in your your area, then with some help your you, khun, search and find a person anywhere in the united states, and you can make the arrangements to work with it. I was working with the young man who originally met with him in kentucky or talk with him while he was in kentucky and one day we were chatting while he happened to be in china working on this project, so we’re no longer bound by the code we working. Okay, excellent. All right. Very good to know. All right, so if someone wants to work with score, we want to take advantage of this vast consultancy basically that that’s free to us way get started with the the website it scored out. Or gore or how oh, that is the most efficient way to do it. Okay, you go to score dot organ, you’re going to find one of several buttons that it’s going to or hidden around the screen or on the screen that will tell you, you know, meet with a mentor. And at that point, you’ll be asked to you know what? How do you want to do that? Face-to-face email whatever you type in very minimal information that your name and address phone number email a little bit about what you want to talk about and hit entering within two business days. Somebody is probably going to be back in touch with you trying to establish the appointment to move ahead and you make a distinction between mentoring and consulting? How do i know which of those is better for me? Okay, well, actually, there you’re going to be with one person. We find that we have to wear a couple of hats were primarily mentors and had been a consultant most my life. I could make a hope, a simple distinction. A mentor, a guide you through the process asks you questions, ask you to probe things, operas you advice and counsel and points it out, but allows you to come to your own conclusions. We make no judgments about what it is you’re proposing to do or how you propose to do it, because ultimately it is your business. But there are times when what you need is information and instructions specifically how to do something and when we can do that, you know, we can’t practice law, and we can’t do the work of people do, but we can we can help you review a business plan, our build, you know, proposal to a bank. We’re going to coach you on that when i was a consultant, i i also would charge you to do that work or i do it for you. We are not. Equipped to fill out your business plan, but to help you go through that. So most of the time were mentors were were advising coaching, encouraging, sometimes supporting when times get tough. But every once in a while you need someone with the main expertise. Oh, and that’s, when we put on our consulting hat for a bit of time. Now, how do you get familiar with the work of the non-profit before this before this initial meeting? So so the initial meeting is for the purpose of, of understanding. What is it you want to accomplish? Where are you? What have you done so far? And then establishing a game plan? And one of the key things is do we need other players in the meat in the mix? That’s the advantage i have i i i’m probably meet with you with someone else anyway, just because more people that are listening, the better hyre information will gather anyway. But then if i know that there’s a particular expertise or challenge at the moment, then i can go out and make sure that i have the right person with me at that time, or i might need to do. Some more research to find out through my other channels, other partners that we work with to make sure that we have the information that you’re going to need or the access so the resources that you want. So that first hour, so it is really sort of like the doctor taking your vital signs, we need to kind of know what we’re dealing with first, before we start begin to do any kind of diagnosis. I mean, many people come to us, i think they have just a quick question. They want to get answered, and and that may be true, but oftentimes during the dialogue, they come to the conclusion that they there’s more than they had asked for the problem’s bigger or the questions are broader than they had thought and that’s that’s why we look at that first meeting is simply this sort of the diagnosis, okay? And you’ll stay with them. You said it’s a cz long as they’ll have you. Right, so the ad varies a bit by by chapter, but in our our chapter, the basic model is if i were to work with you, for example, i would intend to work with you for as long as you have me and as time would go on, i would expect you would need to have many different resource is, and you’d need things well beyond whatever my expertise might be. So i’m going to just make sure that i’m going to be your single point of contact with score throughout that entire relationship and get you the resource is that you need within score and without way our research, your partner, the fda, there might be a time when we need to reach out to there were two other governmental agencies, for example, to help you with something you’re trying to do and that’s the ideas we have that you can you can build that relationship with deaf. You not constantly telling your story to new people who might show up the answer a question, i suppose it’s something general, i’ve had guests on talking about, you know, planning on dh here we are in january talking about planning for the new year, i suppose it’s like, you know, i don’t feel like my will keep it in your in your ballpark, you know, i don’t feel like my eye is is adequate. You know, but i’m not really i mean, i don’t feel like the programs we have or the methods we have, like we’re two spreadsheet dependent, but, you know, i’m not really sure what direction to go or what, and i don’t know how much you know, money i need to spend, i suppose it’s something you know as general is that, uh, you know, sort of nebula nevertheless, is that well, that’s actualy pretty specific. Thank you, really? For that i was trying to give you a hard i was trying to give you a hard hypothetical. Yeah, so the whole idea’s, because i happen to have that the main expense, i’d start asking in little more in depth questions and understand and why you have these feelings with the challenges are what, what your current situation is preventing you from doing what things you think you’d like to be able to do, and we could talk about whether or not your system would do that. And then because i’ve had thirty or forty years, i can start to help you figure out how to shop for a new solution. If that’s the right case i could give you. Some ideas of what the orders of magnitude of expense might be the time to get these accomplished some thoughts about the steps of going forward, you know, recently have been advising a couple of people who are creating app in their particular space, and it’s it’s been a lot about strategy? You know what kind of a platform that we put it on when i have no money to start with? And then what do i do if i open up my app and i suddenly become, you know, huge, i’ve got, you know, one hundred thousand users where am i thought i might have a thousand on the first day, so all those kinds of things, you know, we’re equipped to do it, and, you know, it doesn’t it’s not always going to happen in a one hour session, and we understand that, yeah, of course, yeah, now i assume this is all confidential, absolutely pr every year we’re we’re required to re certify on our code of ethics and the number one tenant is confidentiality we that’s built into the when you actually agreed to be a client, you’re you’re covered by that, and i could just tell you from my own experience, unless we engage of one of my colleagues into a into a particular client, i’m not likely to be speaking about your personal situation with other members of the team. Frankly, just no, no need to do that. So you could be you can be absolutely certain that whatever we talk about it it’s just between us. Can we bring in other people from the organization? If i want, maybe it’d be helpful for you to talk. Tio my c f o r a boardmember can we can we engage multiple people on our on our side? Absolutely. We recently had a team of from my office to meet with the entire board, a new organization to provide some residents living facilities for people with special needs. And they were struggling with there being pressured but costs. And so it was important to get the full perspective from from their, uh, their leadership to what they thought their challenges and issues were. And that was so we had a nice big meeting, so we’re oftentimes it’s scaled up. And that sounds like a good story. Good non-profit story. How were you able to help? Those folks they st louis where they, you know, they gave us a rundown on what they saw, their challenges and what the in terms of the quality of people they needed toe hyre because of the concern for the people that the population they were serving, the challenge is about how they were funding the business. There were some options available to them, given the structure of some of the reimbursement that’s available through healthcare plans and such on dh ahs well as the diversity of their program, and we were able to share with them from our differing expertise. I had someone who had financial background, and there was another one with people back, personnel background, and i looked at some of the systems approaches, we were able to provide them with some frankly, in their case, so a way of sort of prioritizing the many challenges that that they had, and that seemed to be a recurring theme by the way that we run into many of the existing businesses there are there are so many things we could work on that sometimes we can’t make up her mind, which is the one that, uh, it’s going to be the most productive well and that’s, that and that’s a big challenge, of course, in the non-profit community, especially now, as you know, if if if we see government funding reduced to the point, where are our state can no longer offer services, you know, i think a lot is going to fall to non-profits and prioritization is going to be the challenge. I mean, this is gonna be so much more that needs to be done. Can we do it? Should should we be doing it on def? So you know how right? And, you know, i think the other thing is that for many clients of in both the non-profit world as well, the for-profit world, sometimes the best be that outside force or that outside opinion, um, your board is a good team, your volunteers were good team, but you you are not already looking through a filter based on your day to day knowledge of what, what you do and how you’ve done it. We come in with with none of those constraints, we don’t we don’t know everything about the business, so we’re not afraid to ask stupid questions or two proposed the idea from another industry or another space that perhaps could be adapted to your space. One of the interesting things we teach some business start up ideas, and one of the concepts in there for one of the leading thinkers is that there are no new business models. There are simply people who were innovatively applying business models into a world where they have not traditionally been used thinking of things like amazon into the book market, for example. So sometimes it just creates it’s just good to hear somebody who doesn’t already have the corporate think, if you will say, agree with your idea or think that your priorities are correct. What about around social media? If i if i feel i’m struggling, i’m not sure which which channels to be in? Um, i’m not you know, i don’t feel like i’m thoroughly engaged with people you know is help with social media within within the score of expertise to a degree, yes, i would be we find that more often than not just because of this, the fact that it moved so quickly, even with some of the the younger subject matter experts that we have on our team it’s just hard to keep up, so we understand i mean, frankly, is an organization we were struggling every day and constantly checking to make sure that what we’re investing in, what we’re doing is social meat is working, but so we can give that some overviewing could put that in the context of other efforts that you might be doing to get your workout, but we also can help you identify a partner if that turns out to be the right thing, because there are two aspects to it through the strategic aspect, which we can offer probably more help with, and we have we have, you know, hundreds and thousands of resource is on our national website on a variety of topics, several of which are around that we also produce a webinar every week on a different topic and oftentimes social media’s his way one part of that so we can provide that overall information, but sometimes it’s uh, i will just tell you that score we’ve hired a contractor who actually implements a lot of our strategy and making sure that we’re getting post out, helping us figure out howto measure and find out if it’s actually working if we’re if we should be boosting post if we should be buying at how are we using our google place that nature so we can get you two started in that the right direction? Sometimes all we can do is help you be a good customer when you have to go out and buy a resource. Because you what? You really someone who could come and spend time, day after day doing the work for you, which were just not structured, right? Right. That’s, not yours. Ok, but but you can’t help identify the questions we should be talking. We should be asking potential vendors and identify the for us, you know, a process for for hiring, whether it’s frankly, whether it’s, a social media manager or ah or an outsource cfo or right. I mean, you can help with that, you know, acquiring the expertise? Absolutely. And so it will be better than just sort of, you know, hitting up google and looking for the one in neighborhood. Yeah, we’ll give you some some measurements of some things you can ask during the interview. What should you look for in their in their background or in their proposal, if that’s the right thing and some sort of sense of perhaps with the fees and costs on toby, i’m thinking about this, too. In terms of finances, you know, a lot of people, lots of people get into non-profits started non-profit because they have enormous passion for some cause and let’s put aside the question whether forming a non-profit was the right business decision to make or not because they already passed, that they’re already incorporated, but they often are lacking the business savvy that it takes two to scale and sustain. And i think i think financial issues particularly stand out what you know suppose suppose that’s me, i mean, i got a lot of passion and i’ve already incorporated is a non-profit but i’m not sure i’m accounting correctly, you know, people talk to me about ah, accounting software, you know, how do i start? Right? And you have the reality also is this significant potential legal and issues if you don’t do that sort of thing, right? So yeah, that is that’s a very common peace. I would just tell you that very few people who go into business a cz well, who might have a passion for a not for profit uh, area really ever intend to be the business person they wanted. They want to serve the population, they wantto feed the cause they want to, you know, sell the best pizza, whatever it might be. So and then they say, oh, not so now. I’ve got to run this business thing and double these forms, and the government wants something, and i got to write a check to this guy and i just, you know, what’s all this about and that’s where we can provide a couple of layers of support sometimes it’s simply where those of us who are from score who have the financial chops of the management chop could just be that that mentor we meet with you on a fairly regular basis, help you realize, you know, figure out howto watch the pulse in your company and make some of the long term, bigger decisions if you’re comfortable doing the day to day checkbook and that sort of thing, okay, for other people, it’s it and, you know, maybe you’re lucky and you you’ve blossomed you in your really big skill, you know, i was on the board of a couple of not-for-profits that are, you know, had million, multi million dollar budget. So we we had professional accounting firms to do it eso again helping to find the right people. But also, you know, people will tell you, make sure you do the right accounting and so on. But you need to go with them and help them explain to them well, what your strategy, which your long term plan for the organ ization? Where am i going to go next? Because that might affect what they do today. So we can help you crystallize and formulate those plans on growth situations. And then you have someone who could do the day to day blocking and tackling. If you do need sources of funds, where do i find that? You know, if i’m not for-profit i have some opportunities. Perhaps go for grants. How do i write a grant? Where would i find a grant writer? Do i need a grant writer? That kind of thing all come up as we go forward. And then also how do our their limitations on the money that i have? I can tell you that in my organization. There are certain things that i can’t pay for with the money the government gives me to operate, but i can pay for with the money i get through donations off. All right, so these are all factors that we many of us have expertise we have their knowledge of and worst cases again, we will help you become the better informed consumer of services for by a professor. All right, we have to leave it there. I just wantto make sure that people understand, too, that there are a lot of do-it-yourself resource is at score dot org’s articles outlines templates. Kurt mentioned one hour webinar every week, so i’m encouraging you for twenty eighteen to check out, score, score, dot or ge and at score mentors. Kurt springstead thank you so much, my pleasure. We need to take a break. Redner’s here’s a testimonial, i was on my new position when i began working with regular piela my confidence, i can have grown knowing that i can rely on the professionals to answer any questions and make recommendations that will ensure the success of our non-profit you were given sound advice enabling us to increase investment income while at the same time, protecting you. Ask that. I trust and respect our audit team on the forward to their annual visit and vote. That is, from a midsize religious organization in the big graft. Dahna look at this. I mean the people of more than piela e-giving investment income on that’s. Good advice. And the person looked forward to their orders. I don’t think you have no properties are looking forward to order. I think they’re more feared, maybe dreaded, but it’s not a fortune from the midtown religious organization in the mid west and diversity of expertise reminds me of all the guys that they have all the guys, guys, guys, all these forms in ten places and white papers on diver subject oppcoll way beyond accounting. No, lecter goes way beyond the numbers for their clients. You know that you’re supposed to change audit firms every three years to get a fresh perspective on your practices on the first set of eyes looking over your books and your management management processes. You want the advice of a firm that goes broads help you? I think you know beyond the balance. So that is what i’m always saying. They go beyond the numbers talking on one of the people you could talk to. Is you too, who’s? Been a guest on the show martignetti piela dot com that’s not tony. Take two. Well, it’s almost for your twenty eighteen planning there’s. More coming after this one next week. Takagi what is the new tax law metoo for your twenty eighteen? Hundred. And on january twenty sixth, it’s gonna be me and amy, i’m gonna be talking about starting your plan e-giving programs in twenty eighteen, and then amy sample ward is gonna have her twenty, eighteen plants, just like maria has plans coming up very shortly. We’re supposed to have joe garrett. Unfortunately, he had a family emergency, couldn’t make the day that we were gonna be recording, so we’ll get joe garrett back fund-raising plan. But instead of joe playbook, that i get that, but i’m always got, so we have got you covered for the whole year, all month of january, that is all you got to do. My pleasure. Welcome. Maria semple, prospect finder, trainer and speaker on prospect research. Latest book is magnifying your business. Six tools and strategies that growing your business or your non-profits our joy and if they’re free, get the prospects finding dot com and at maria semple welcome back, maria semple. Happy new year. Happy new year county. How are you today? Thank you. Doing great. Thank you very much. It’s. Good to talk to you. And and you’ve been thinking through what i’m calling maria’s twenty eighteen plans. What are you going to start with? So, you know, i thought i would give a little bit of a mixed some tips that i might be, you know, might have offered through my focus. Well, it’s, um, it’s really focused in on prospect research in particular. And just, you know, trying to make sure that non-profits are a cz short up, as they possibly can be for the upcoming year. Okay, so that book might like that magnifies your business school gravity’s growing your business or your non-profit looking talking about? Yep. That’s the one that’s, the books magnifying. Okay, i wanna make sure that was it. All right. So what? Do you want something? Well, you know, i was thinking about thie importance of really solidifying your relationship with individuals. Andi, this is where i think non-profits really have the greatest strengths on dh, their greatest opportunities as well, for growing. So, you know, when you think about, you know, launching a major gift effort or maybe upgrading your major gift effort, this is really the year to do what if you haven’t done so already? So, you know, sort of a first step that you might consider doing is to do a database screening. There are a number of companies out there that will screen your entire donordigital base, um, so that you’re really able to kind of elevate those those prospects that might be hidden in your database and give you an opportunity that you know where to focus your efforts. All right? So you’re encouraging diversifying into an individual e-giving program if you don’t already have one that’s, right? That’s, right? But you need to know where we’re to focus so very often if you’ve got a board that’s been changing out a lot or you’ve got, you know, a lot of staff changes and so forth. And you really don’t have that longevity and people really standing who’s in that donor database, so you’re able to sort of look at it on your own, obviously that’s seen cheapest way to do it right? Because now you’re not, you know, outsourcing anything, they’re not paying anybody to screen the database, but i really find that when when organizations take an opportunity to do that, it gives them the chance elevator to the top, the names of the people they should really be focusing in on. So, you know, you might even do it. Has a lot of the companies will allow you to send in a batch and test your database to see, you know, if it’s going to be worthwhile. Thio do the whole thing. Okay, um, something else you want to have in place before you do a major gift on individual individual giving program, major gifts or welchlin yeah, you’re gonna end up with maybe get program if you take this important step starting individual e-giving program’s going to end up with major donors, some are goingto give more brothers, but either way, you want to have ah, constituent relationship matters in a database. You crn database in place on dh. There are very affordable ways of doing that there’s so many different cloud services and there’s some that you just played by the records. So when you’re starting small, you know, you don’t have to have the major’s your commitment, maybe database, that, uh, that is only going to have a couple dozen names in the beginning, but you want to have a way of capturing all those relationships all those different data points with people because of something that you just mentioned area staff turnover, when when one person leaves, they’ve had all the conversations with, you know, half your donors, uh, you don’t want to lose weight, and i talked about that. You don’t want to lose all that precious information, right is right, and, you know, it’s a problem as as i’m sure you’ve seen in your own consulting that happens time and time again, where you get in there and you talk to an organization and they say, you know, well, you know, i’m new here, i’m only on the job three months i’m really not sure what those relationships were like on dh then you find out that you know, a lot of conversations and so forth, which simply not recorded anywhere. Elearning yeah, i mean, the last thing that you want to do is call the donor and say, hi, you know, my name’s, maria semple, on our new year of the organization, and i’d like to get to know, you know, for your interest, why do you give to us, you know, i mean, you should know that you should know all of that information. Yeah, i just had that conversation with your your predecessor two months ago, so so database screening find find people on, of course don’t only pay attention to the wealthiest in your in your in your database on that also have your e r n, right? Okay, you’re you’re also encouraging, looking into recurring yeah, you know, this is a place that you have an opportunity to garner, and i’m going to say those smaller gifts, those people that will commit ten dollars in most twenty dollars a month, whatever it is that’s hating their credit card, everybody so, you know, many of us are already used to paying whatever netflix, whatever this monthly charges that’s hitting our credit card accounts. On dh so it’s already sort of been absorbed into our monthly budgeting and so forth. And so if you can convince people to start setting up a recurring, uh, payments to your organization that’s going to go a long way to helping booth and of course, you’re not talking to the major gets here. You are talking about getting people in, perhaps at a much lower entry point and keeping them engage. I think it’s pretty standard practice, but i was going to make this explicit no on that donation page that you’ve got. You want to have a button for making monthly or something like that so that the person who is giving at a level that could conceivably be the monthly recurring donation could easily do it, you know, you know, ryan and i have to go in someplace special to make a set of recurring giving, i think that’s pretty standard, but i want to make it quick, make sure hyre no, that could be it could be very valuable. And you know what we get on saying that people just forget about it and fills, usually until their credit card expires, and then they’re reminded oh, yeah, no, i got this thing, and then and then sometimes that’s an opportunity for you asking for upgrades when a person is reevaluating. I mean, yeah, there’s always a chance that they’re goingto stop those donations at a point like that. But there’s also a chance that they’ll they’ll increase it. So you use a of failed transaction as an opportunity to essentially increase. Yeah, yeah, and, you know, it’s an opportunity for you to really start using the language that you would use, maybe with a major gift donor-centric tuo invest on a monthly basis in our organization, you know, you might have a monthly investments that you have set up for, you know, for yourself, for your for one kings or, you know, whatever we’d like you to take just ten dollars and twenty dollars a month and invest with our organization in the future viability of the organization. So, you know, give that compelling story, give that compelling reason why they should be engaging and investing with you on one thing faces, okay? And that’s, uh, you wanted to be telling them stories about about your outcomes, basically, what a big part of the story. Selling that’s, right? That’s right night. I saw that you actually had done them a video recently, you know, kind of on this topic as well. You know, you’ve got to be able to thankfully tell your story and, you know, there’s a lot of information out there on the web, all you need to do is really do a google search for non-profits storytelling, um, there are a lot of experts in that arena i’ve seen some of them speak even at the american marketing association conference on dh you know, the thing that you have to get across to people is, yeah, you’ve got your stats on, you know, those important metrics that you’ve got to be able to communicate, but that’s usually not what’s going to sell somebody right on on wanting to invest with your organization. So you’ve got to be able to humanize it and tell stories about the impact that your organization has on the community and, you know, making sure that you’re kind of a hearing too, really good storytelling, a beginning, a middle and an end and really understand all the different types of stories that there are out there. There’s a reason why we can’t remember, you know stories about whatever little red riding hood and the three little pigs, right? There’s a certain set up to those stories, you can learn tons of information about that on the web, and i really encourage you, teo teo, focus focus in on getting the story straight not only for your major gift donors, but also across the board at all we know right now definitely cross for this matter from e-giving five dollars a month with five dollars, more than they need to know what you’re infected and we’ve had listen, we have a guest here too. You go, teo durney martignetti dot com and search storytelling, the the guests we’ve had on that subject will obviously come up. Yeah, you got to share your impact? Um, you’ve also been thinking about trying to capitalize on sigil ambassadors? Yeah, yeah. So talented people. Yeah. So, you know, i’m sure that this is something that amy sample ward talks a lot about when when she’s on your show, tony as well. But, you know, you want to think about engaging people to be able to help amplify your message. Right? So, you know i think we’re all asses point sort of accustomed to seeing campaigns were online where your friends or maybe joni there their birthday, you know, raising money for an organization on behalf of their birthday, that type of thing. So those types of sort of crowd funding these people are digital ambassadors for an organisation when they do that, all the people that were involved in that bucket challenge, they were digital ambassadors, right? And there were some that were really, really strong, obviously that the first family, the first guy that kicked it off, they must have had a pretty good following to get to get kissed off as well as he did, but you wanted to try and figure out who those digital ambassadors are if you don’t have any really it’s time to start recruiting some on broadening your outreach, even if you have to think about some paid opportunities, you know, on facebook such as, you know, i don’t know ads are boosted post, yeah, big book and also twitter yeah, yeah, you know, as you find the people who are most network most deeply connected and you start a campaign you wantto be working with them. And this is something that any and i have talked about to work them back channels. You get them enthusiastic and you get them talking before you start your public campaign, right? Get there. And you get that they’re connected to help you in the public. And so that i know that people who follow you, uh, people who were with you and you have the most followers fanned. Whatever. You know, those were the most connected are going. Teo, be active participants in your campaign. Maria, we gotta take a break. We’re going toe. We’re gonna come back and talk more about yeah, ambassadors. And i know you have some resources share finding them right now. I gotta take a break. Elearning credit card payment processing brovey check out the video at tony dot m a flash tony, tell us explained the process of businesses joining tell us on having their credit cards, other payments process by tello’s and reminds you that you are going to get fifty percent of the revenue that hello elearning that’s a long revenue stream because they have one hundred percent satisfaction rate. So you can be assured that the business is going to be pleased, and you’re going to be earning revenue from this four, a good long time every single month. Also, the video for their, uh, one hundred percent satisfaction and the price match guarantee. You go beyond that. Tell us, can’t save the money that you started to tell us, and you’re getting two hundred fifty dollars. So it’s worth starting. Think about businesses. That next-gen tio, you know, as the rest of you watch the video. Think about like, a local body shop where, by the way, out there, all wearing masks and your protection jewelry store the area where they make a pie with the crust recognize from a bakery where hope that we don’t have very good. Um, think about that think about the businesses that you’re you’re boardmember zoho family members only any of these potential referrals to tell us for credit card processing, you just have to generate some interest to check out the video. That’s brightstep teo, your long tail of revenue. Tony got a last tony tellers. Now, look, rebecca miree simple and her twenty eighteen plan. You have some resources for finding who the deepest, most networked ambassadors are among your constituents. Yeah. Yeah. I have some resources that you might want to consider looking into. First of all, i came across a great white paper download that blackbaud put together. They put together a nice free guide. And it’s actually called super has the kids program how to create a super advocate program. So there i read through it, and it looked like there were a lot of really good chips in there. So that might kind of give you the first time ideas about how the framework and what it is that you might want to do and, you know, it really is going to be able to create opportunities foreign organizations most committed supporters really did take more action hyre value actions than than a typical supporter. This’s why you’re our joy and of your cubine free, right? So that the guide is free, but the guide three guys? Yeah, another one, right, yet so a couple of other things actually one that you brought to my attention called attentively, which is one of the blackbaud solutions actually wait give you the opportunity to identify whose influential so they say that a mass email files with social data and so that you can better understand the social side of yours supporters. So if you do have an email list, it is an opportunity to see who amongst that list might be really great social ambassadors reorganization, that’s attentive dot leaves they’ve got a y yeah, they they also make the point that home email i just better don’t. Usually the one people used to sign up with social network, so if you have a file of of home addresses, home email addresses attentively that’s not that’s not well, my treat so that’s not a free one, but no that’s correct zsystems blackbaud but value there and finding the most connected people and you got zaptitude what is zaptitude about? Yes. Zaptitude right. Kind of an interesting name. They have one of their service offerings is called good influence. And i learned about this company a few years ago. And i actually met some of the folks behind the company at one point and met people at the american marketing association conference who use this tool. Two years ago, you been holding out on us. You got a couple of years. You’re feeling it now in january twenty eighteen, you know, i’ve got i’ve got to keep some gems for you. I don’t think w hole not on non-profit idealware way. Never talked about you and waited. All right, maybe you alright? I get it out? Yes. So anyway, they have they have a tool called good influence and basically it it’s an opportunity to is your existing customers because this is used side both, you know, businesses and non-profit so in this case, your existing donors to dr support through new donors. So it’s a platform that really again helps to amplify not so much doing the search like thehe tentative job l y product would do, but really, this could be a platform for you. Teo, try and scale off your digital ambassador efforts. And when i was going back and reviewing some information about the current leadership team i’m looking at the bio of the founder and ceo is kind of interesting in marinette, we talk about the good influence product with the bat phone for the social activation engine for the famous i spoke a challenge current, so i’d be interested in having another conversation with him, actually myself. Teo, figure out more about how exactly the good influence taught. It played into that. I stuck a challenge. Okay, cool. And that’s that information about that is that zaptitude yeah. Dot com. Right. Okay. That’s that that to write? Well, you would be our most likely contributors. So let’s, get some prospect. Researcher idea. That is okay. So i was also thinking about a new arena we haven’t talked about before, which is maybe trying to research some of the companies in your community that are set up as the corporations and so i know, you know, you know why i don’t want to get thrown in the jargon jail so let’s, talk a little bit of what? You know well, listeners know that’s okay, well, that’s all right, gene cog and i’ve talked about the corpse on there now, and they’re they’re social, social good missions, not sickly, profit driven, but they certainly can be profit making, so you’re okay. You’re okay, cool. Cool. Ok, good. So there’s, actually a website called b corporation dot net. Uh, where you can go and search by state and see, you know what? All the big corporations are right in your state on dh. Then, you know, you’re kind of using, you know, good old fashioned prospect research looking at that company, trying to figure out who’s behind the company and so on and so forth and trying to learn a little bit more about him. You know, these people already have a social mission built into their companies. Perhaps the work that you’re doing can align some way with a particular social mission. So, you know, i think it’s an opportunity for you two. Maybe developed, um, uh, some relationship with him. Yeah, most of the time. It’s, private companies, so relationship supply. The companies that are set on our course. I love it. It’s, like it’s, like doing the same kind of research assay. Would foundation wear where they would be court they’re aligned with, and whether you might fit in. Yes, in-kind. What do you got for us? You mentioned a family you mentioned foundation so it’s touch upon that for a moment. If you have not made your annual trust to your local cooperating collections of the foundation center in your in your next the woods it’s time that you do that no, we’re going ahead and get a subscriptions directly to the foundation directory online. So if you have the funds to do it and you do a lot of foundation’s research definitely worth while having that tool in house, but it is available fourth grade if you go to the foundation center or one of their cooperating collections in your community. So what i recommend is to try and focus in instead of the really big foundations in your state, which everybody seems to kind of know today everybody goes, everybody goes, yeah, focus more in on the foundations that are the family foundation’s, even if they do not seem to have a lot of assets and some you will even notice some will come up xero and assets and don’t let that turn you off because if they had gone through the effort of setting up the framework for a sound of private foundation, but there may be, you know, a plan in the future that that family is may be planning to sell business and funding the foundation, and you don’t know what the thinking is behind it and it’s going to get to know them a little bit. So don’t discount the ones that you even see with xero asset, okay? And you trying to find connections between your non-profit and foundations not only terms of mission, but you know, if you’re looking in your state, you’re looking for a board connections two are some kind of some kind of relationship, right board connections, mission over laugh, it could be that they are literally in your county or in your town. So these air opportunity three to try and develop relationships with some of these people don’t forget, i mean, if it’s a family foundation, people behind the whole thing on dh there’s, you know, it’s just happens to be the vehicle by which they are, um, you know, putting all of their philantech through so it’s worthwhile, taking an opportunity to research it there if you don’t have any access, any way of accessing the foundation centers products you could do a similar type search on guide star okay, another case, and as you do your research, don’t be afraid to bring lips of foundation board members and foundation names to your board meeting try to have a board members or, if not at your meeting, circulated some other way, but have your boardmember scrutinizing the foundations that you’ve found that align with your work and start getting people you’re boardmember you know where the where the connections might be, but we gotta leave maria, thank you very much. Happy new year, thank you are joining of thirties and free, you’ll find her at the prospects finding dot com and at maria sinful next-gen takagi what’s the new tax balm for your twenty eighteen fund-raising plan if you missed any part of today’s show, i didn’t think you’d find it on tony martignetti dot com were supported by pursuing online tools to small and mid sized non-profits data driven and technology enables twenty dollars, by pursuing your guiding you beyond the numbers regular piela dot com and tell us credit card payment processing your passive revenue streams. Tony got a last tony killers our creative producers try my family, which is the line producer shoretz social media site. Shadow and its wonderful music. In-kind you give me that? We’re not from the radio. Big non-profit ideas for the odd third, ninety five percent go out and records. What’s not to love about non-profit radio tony gets the best guests check this out from seth godin this’s the first revolution since tv nineteen fifty and henry ford nineteen twenty it’s the revolution of our lifetime here’s a smart, simple idea from craigslist founder craig newmark yeah, insights or no presentation or anything, people don’t really need the fancy stuff they need something which is simple and fast. When’s the best time to post on facebook facebook’s andrew noise nose at traffic is at an all time hyre on nine a, m or p m so that’s, when you should be posting your most meaningful post here’s aria finger ceo of do something dot or ge young people are not going to be involved in social change if it’s boring and they don’t see the impact of what they’re doing. So you got to make it fun and applicable to these young people look so otherwise a fifteen and sixteen year old they have better things to do if they have xbox, they have tv, they have their cell phones. Me dar is the founder of idealist took two or three years for foundation staff to sort of dane. Toe add an email address their card it was like it was phone. This email thing is fired-up that’s why should i give it away? Charles best founded donors choose dot or ge somehow they’ve gotten in touch kind of off line as it were on dno. Two exchanges of brownies and visits and physical gift mark echo is the founder and ceo of eco enterprises. You may be wearing his hoodies and shirts. Tony talked to him. Yeah, you know, i just i’m a big believer that’s not what you make in life. It sze, you know, tell you make people feel this is public radio host majora carter. Innovation is in the power of understanding that you don’t just do it. You put money on a situation expected to hell. You put money in a situation and invested and expected to grow and savvy advice for success from eric sabiston. What separates those who achieve from those who do not is in direct proportion to one’s ability to ask others for help. The smartest experts and leading thinkers air on tony martignetti non-profit radio big non-profit ideas for the other ninety five percent.

Nonprofit Radio for September 15, 2017: Run Like A Biz & Program Your Board

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Hillary Schafer: Run Like A Biz

Hillary Schafer brought her 12 years on Wall Street to the Jefferson Awards Foundation, where she’s executive director. She shares her ideas from building core infrastructure to employee policies. (Originally aired September 18, 2015.)

 

 

 

Gene Takagi: Program Your Board

Gene TakagiYour board probably recognizes its fiduciary responsibilities, but does it know its role in overseeing programs? Gene Takagi is our legal contributor and principal of the Nonprofit & Exempt Organizations law group (NEO). (Also aired September 18, 2015.)

 

 

 


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Every nonprofit struggles with these issues. Big nonprofits hire experts. The other 95% listen to Tony Martignetti Nonprofit Radio. Trusted experts and leading thinkers join me each week to tackle the tough issues. If you have big dreams but a small budget, you have a home at Tony Martignetti Nonprofit Radio.

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Nonprofit Radio for November 18, 2016: 8 Areas of Nonprofit Excellence

Big Nonprofit Ideas for the Other 95%

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Sharon Stapel & Melkis Alvarez-Baez: 8 Areas of Nonprofit Excellence

(L to R) Melkis Alvarez-Baez & Sharon Stapel

The NY Community Trust Excellence Awards are based on tough criteria that reveal the right way to run your organization in areas like fundraising; management; board; financial; and diversity. From the Nonprofit Coordinating Committee, Sharon Stapel, president & executive director, and Melkis Alvarez-Baez, deputy director, explain the standards. They’ve been upgraded since we covered this on March 6, 2015.

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You’re on the air and on target as I delve into the big issues facing your nonprofit—and your career.

If you have big dreams but an average budget, tune in to Tony Martignetti Nonprofit Radio.

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Nonprofit Radio, April 5, 2013: Talk Between The Generations

Big Nonprofit Ideas for the Other 95%

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Phyllis Weiss Haserot
Phyllis Weiss Haserot
Phyllis Weiss Haserot: Talk Between The Generations

Phyllis Weiss Haserot, president of Practice Development Counsel, is a consultant and coach in cross generational communications. Think 60ish boss and 25ish employee. Or 70-year-old fundraiser and 30-year-old donor. Phyllis has strategies for understanding and working across the generations.

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Top Trends. Sound Advice. Lively Conversation.

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If you have big dreams but an average budget, tune in to Tony Martignetti Nonprofit Radio.

I interview the best in the business on every topic from board relations, fundraising, social media and compliance, to technology, accounting, volunteer management, finance, marketing and beyond. Always with you in mind.

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