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Nonprofit Radio for November 28, 2022: Thought Leadership & Content Strategy

 

Peter Panepento & Antionette KerrThought Leadership
Peter Panapento and Antionette Kerr co-authored the book, “Modern Media Relations for Nonprofits.” They share their insights on how to build relationships with journalists so you get heard as the thought leader you are. Plus, other media strategies, like crisis communications. This was part of our coverage of the 2020 Nonprofit Technology Conference.

 

 

 

 

Valerie Johnson & Katie GreenContent Strategy
Now that you’re an established thought leader, you need to produce multichannel content that’s relevant. Also engaging, actionable, user friendly and SEO friendly. Also from 20NTC, Valerie Johnson from Pathways to Housing PA and Katie Green with The Trevor Project show you how.

 

 

 

 

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[00:02:38.49] spk_0:
Hello and welcome to Tony-Martignetti non profit radio big non profit ideas for the other 95%. I’m your aptly named host of your favorite abdominal podcast. I hope you enjoyed your thanksgiving. I hope you enjoyed the company of family friends, time for yourself as well. Lots of lots of good thanksgiving holiday wishes, I hope you enjoyed very much and I’m glad you’re with me. I’d be forced to endure the pain of epidermal Asus below psA if you gave me the blistering news that you missed this week’s show. Thought leadership, Peter Pan a pinto and Antoinette car co authored the book modern media relations for nonprofits. They share their insights on how to build relationships with journalists so you get heard as the thought leader you are plus other media strategies like crisis communications. This was part of our coverage of the 2020 non profit technology conference and content strategy. Now that you’re an established thought leader, you need to produce multi channel content that’s relevant, also engaging actionable user friendly and S. E. O friendly. Also from 20 N. T. C. Valerie johnson from pathways to housing P A. And Katie Green with the Trevor project. Show you how Antonis take two. I’m still wishing you well. We are sponsored by Turn to communications pr and content for nonprofits your story is their mission turn hyphen two dot C. O here is thought leadership with me now are Peter pan a pinto and Antoinette car. Peter is philanthropic practice leader at turn two communications, Antoinette is part of the leadership team of women advance and ceo of bold and bright media. They are the co authors of the book Modern media relations for nonprofits. Peter Antoinette welcome. Yes. I’m glad we could work this out among the three of us. Thank you. And uh, it’s good to know that you reach well and safe in your respective locations. Okay.

[00:02:39.44] spk_1:
Thank you. Yes.

[00:02:51.33] spk_0:
Okay. I, yes, I see. No one within six ft of you. That’s good. Even though you are home, we’re talking about thought leadership and media. Let’s, uh, let’s start with you Internet. We can, we can use our leverage thought leadership and use the media to, uh, to influence those who are engaged with us, our constituents and even influence policy.

[00:04:02.66] spk_2:
So the media needs experts and non profits are on the ground there doing the work and they are the perfect folks to be experts in this conversation um, in particular and emergency Peter non talks about earlier about crisis communications and in a lot of situations the media scrambling looking for experts. If you have established yourself as a thought leader, which is what you should aspire to do. I know that turn to does the work in helping people to kind of establish themselves with the thought leader in this conversation. But right now we need people with good information and who can provide great stories for example and nonprofits can do that and they can do that work. And that’s why the thought leadership conversations important. Most nonprofits don’t see themselves needing to do that. It’s not the first thing we think about, we think about fundraising, right? Um, but not necessarily media friend raising. And so now is the time that you want to have those relationships and be considered as a thought leader.

[00:04:18.59] spk_0:
Because when there’s news that relates to your mission, um, your call is more likely to be taken, your email is more likely be answered. If there’s that pre existing relationship you mentioned. But if if everybody in the sector is calling all the, all the media blindly, then it’s just sort of a crapshoot whether they answer you or not or

[00:05:38.32] spk_2:
if you think about the media needing like, you know, going to a crisis example, like the media needing a source or an expert And they don’t want to quote the same person that’s, you know, something that I’ve learned from my media background and training. I’ve been working as a journalist since 1995. And you know, one thing that my editors say, you know, don’t quote the same person, don’t quote the same organization. So in a crisis people will call big box non profit sometimes. Um, and they’ll just see them as being the experts for a conversation. And that’s why establishing yourself as a thought leader is so important. So someone can say, you know, I’m a unique voice about this. We have an example in our book modern media relations where um, someone who an organization that worked with Children and families involved in domestic violence became very important in the conversation when a professional athlete in in Georgia was convicted of family violence and all of a sudden that person was called upon to be on radio shows and talk shows and they became a thought leader. But they done the work to position themselves as an expert. And so I know Peter you, I know you have some examples as well, but we just kind of dived in there and and didn’t talk about the whole broad concept about leadership.

[00:06:04.05] spk_0:
Well, all right, well, um peter, I was gonna ask you, how do we start to build these relationships? Um you wanna do you want to back up what thought leadership is?

[00:08:02.93] spk_1:
Sure, I’ll start with thought leadership defined and that and that’s really um the process of establishing one’s expertise in a in a specific area and and and doing it in a way where they are recognized beyond their own organization, in their own kind of immediate networks, as a, as an expert as a thought leader. Somebody who is driving the conversation and really really helping people better understand a key issue or a topic. So for a nonprofit or a foundation, a thought leader might be your ceo um who or executive director, somebody who um is at the front lines uh and and kind of is in a in a position where they um not only have expertise but they have some authority and being able to talk with some gravitas about a topic, um but um in order to kind of establish your credentials there um and get recognized, you have to do some legwork beyond just having that expertise. You have to be um you have to be comfortable talking about that topic. You have to um you have to spend some time kind of building the relationships and the and the and the the larger credibility that you are, somebody who has something interesting to say and the expertise to back it up. Um and the more you do that, and you can do that not just through the media, but through your own channels and through speaking at conferences and and all kinds of other things. Um the more you do that, the more you kind of become uh somebody who is recognized and is called upon to weigh in on important topics or or when news events call for it or in a situation like what, where we are now with with the covid 19 response, Somebody who can kind of come in and bring a voice of reason and perspective to what’s going on around us.

[00:08:31.98] spk_0:
So you have to lay the groundwork there, there has to be some fundamentals and you have to have your gravitas and you you need to appear bona fide and be bona fide not just appear, you have to be bona fide on the topic that you’re that you’re an expert in the mission of, of your, your nonprofit. How do you then start to when you have that groundwork? How do you then start to build relationships when there isn’t really a need for you to be talking about the subject?

[00:09:39.59] spk_1:
Sure, there are a lot of ways to do that one is that you, um, you start to build some personal relationships with media who are covering these topics. And you can do that either through, you know, somebody on your communications team that helps you, or you can kind of do it yourself, but you can, you can start to show up in, in their coverage of stories by, um, by um, positioning yourself and, and building relationships with individual reporters. Maybe even when they don’t need you by having an informational coffee or call so that they can get to know you and know what you stand for. Um, you can do it by your through your own writing and, and public speaking and making those things available and accessible to the media. Um, and you can, you can do it through your own channels to a lot of nonprofits have blogs, they have, uh, they have their own podcasts. They have different ways where they’re positioning their internal experts externally so that they’re kind of talking about and establishing their credentials around around a subject. And

[00:09:41.01] spk_0:
that’s your, that’s your owned media, right. That’s your own media versus earned media?

[00:10:12.00] spk_1:
Yes. Yes. And, and the value of that, is that the more you’re, you’re kind of demonstrating through your own media channels, your expertise, you’re not only building um some greater relationships and and credibility with your donors and the folks who are already kind of in your network, but you start to show up when people are doing searches or when people are on social media and seeing stories and articles that are passed around, if they may see something you’ve written or talked about, shared in another network, and it it sparks a light for them that you’re somebody worth going back to when they need, um when they need some, you know, somebody like you to weigh in on something.

[00:10:52.96] spk_0:
Okay, peter, I know you and Antoinette are both former journalists. Uh, so I’m gonna jump over to Antoinette for what Antoinette, what what what do these outreach, I guess, calls and emails to journalists to try to build the relationship. Uh what what do they what do they look like? What would you suggest people are saying to, to try to get the attention um to build the relationship, not, not when I’m looking to be quoted because there’s a breaking news, but to build the relationship.

[00:12:33.00] spk_2:
So, full disclosure. I’m a current journalist. Um so, yes, so I I still work for publications right now. Um and so people contact me on twitter and social media, which is a new thing. We talk about press releases. I’m a big fan of press releases, um yes, just full disclosure about that. But I still like for people to pitch me on social media, direct messages through twitter. If I’m using my company profile, it’s safe for nonprofits to contact me and say, hey, I have a story. I noticed that you’re interested in this concept, it’s always great when people know what I’m interested in. Like when they’re like, I noticed that you publish a lot of stories like right now I’m working on a story, a series of stories about missing and murdered indigenous women. And so when people see, oh, I notice you’re publishing stories about this and they pitch me on a direct message or um through facebook messenger even and say, hey, would you consider this the story and here’s the angle. Um or have you thought about, you know, I’ve had other people reach out and say I noticed you’re publishing these types of stories about, you know, missing and murdered indigenous women. Have you considered other stories about violence against women and it’s always a really great connection for me. So I think just kind of knowing what the journalist is interested in is really important, kind of, understanding their angle. Sorry, y’all, um understanding their angle and just flowing from there and saying, you know, here’s how we fit into this conversation is always a wonderful

[00:12:46.00] spk_0:
um so outreach by any of the social channels is fine too, you talk about twitter and direct message facebook, those are all

[00:12:56.47] spk_2:
yes and people tagging me like I feel like if a journalist is using their profile in a way that is professional then you’re safe to contact them and them in that way.

[00:13:11.60] spk_0:
Okay. Yeah, yeah peter anything you want to add to? Yeah, I think

[00:14:13.09] spk_1:
that I think is dead on about making sure though that when you do that, you are, you are, you’re you’re not coming with something that’s off the reporters beat or off of um what’s what, what you know, is um what they cover uh or the type of story they cover within that beat. Um you could spend a lot of effort reaching out to every journalist you see on twitter about your specific cause, but if they don’t cover your cause um you know, it doesn’t relate to what they what they do, then they’re probably either going to ignore you or or start to block you because you’re, you’re, you’re kind of almost spamming them. So um it’s it’s important to be targeted with who you reach out to as well and and make sure that you understand that journalists and their work before you before you do your outreach and come at them with a pitch that they don’t necessarily want. So yes, I think it’s really important to to do a bit of that homework up front um and respect that journalist time and if you do that and if you come at them with something that is actually on, on their beat and is of interest to them. Um, then I think you have a much greater chance of getting their attention and getting them to want to follow up with you and and help further, um, the relationship beyond that initial pitch

[00:14:32.47] spk_0:
and

[00:15:31.85] spk_2:
Tony, can I share a pet peeve like to Pet peeves actually is, um, if I write about a non profit and they don’t share the story on their own social, it’s just, it’s heartbreaking for me. Um, a lot of times I have to fight for these stories to appear and I have to fight with an editor to say, this is why this is newsworthy. This needs to be here. And then the nonprofit really doesn’t share the story. And I think, well, you know, I don’t write for my own, you know, just for it not to be shared. Um, and then the other thing is I love when nonprofits support stories that aren’t related to their particular story. So I’ll start noticing like one thing, um, Kentucky non profit Network, for example, before they ever shared or were involved in anything that I was involved in, they started sharing things or liking things that I would publish as a reporter and I didn’t know anything about them, but I thought that was interesting. So that when they pitch something, then you’re more likely to notice it as a, as a reporter, you’re more likely to notice because you feel like they’re really genuinely interested in the conversation, even if it doesn’t apply to them, you’re still interested

[00:15:51.29] spk_0:
Internet. Where are you writing now?

[00:15:58.07] spk_2:
I am writing, working on a piece for Guardian. I am for the Guardian. I am writing for Women Advance, which we have our own network. And then I write for Halifax Media group publications. So I’m on the regional circuit, doing all the fun things.

[00:16:13.38] spk_0:
Halifax is nova Scotia.

[00:16:22.99] spk_2:
No, Halifax is a media group in the United States. They own a series of their own regional newspapers across the country. So

[00:16:28.59] spk_0:
let’s talk a little about crisis management. You wanna, can you get us started with how you might approach crisis communications Antoinette.

[00:16:38.11] spk_2:
I thought that was Peter’s question. I’m just kidding.

[00:16:40.29] spk_0:
No,

[00:16:41.31] spk_2:
I’m just kidding. Um, crisis communications, I think actually Peter is a really great person to talk about this. My crisis communications conversation really has shifted with what we’re going through. So I don’t want to make it so unique to our current situation. Um, so I’ll let Peter start and then Peter, I can back you up on it if that’s

[00:18:50.46] spk_1:
okay. Yeah. So, um, with crisis communications, it’s really important to not wait until the actual you’re actually in a crisis to put your plan together. It’s really important to, to have a protocol that you’ve set up when you’re not in the middle of a crisis of possible to really kind of put together uh some protocols for not only what you’re going to say, but who’s going to say it and how you’re going to communicate during that situation. So um what does that protocol look like one? Is that you um upfront, you designate who your spokesperson or spokespeople are going to be ahead of time um and you spend some time ahead of that coaching them up in terms of what some of the key messages for your organization are, regardless of what the crisis might be. Some things that you would broadly want to try to reinforce and kind of a mood and a tone that you’re gonna want to take with what you’re talking about. Um do that 1st 2nd, is that you would really want to have a system in place for how you activate that for how you activate your crisis plan and your crisis communications. So that essentially means that you want to um you want to make sure that you know, kind of who who needs to sign off on what you’re going to talk about, who you’re gonna be involving in your decisions on whether you need to put out a statement um who how you’re going to communicate in what different channels, the more you can make those decisions ahead of time and have your structure in place, the better equipped you are to actually respond during a crisis situation and be able to get a quick and accurate and positive message out um in in in a situation and often crises are not their crisis because they’re not expected, but you can be planning ahead so that you you are able to react quickly and authoritatively during that situation. Um

[00:19:07.87] spk_0:
you’re you’re compounding the crisis if you’re not prepared.

[00:19:12.53] spk_1:
Absolutely,

[00:19:13.33] spk_0:
You’re scrambling to figure out who’s in charge, who has to approve messages, where should messages go? All, all which are peripheral to the to the substance of the problem.

[00:20:12.02] spk_1:
Absolutely. And in today’s world, where crisis can really mushroom not only in the media, but on social media, the longer you’re allowing time to pass before you’re getting out there with with your statement and your response to it, the worst the worst the situation gets for you. So you really need to position yourselves uh to be able to respond quickly to respond clearly and to respond accurately. Um and and it’s important to note that, you know, that planning ahead of time is really critical, but what you say in the situation is also critical to um you do want to make sure that you communicate truthfully. That doesn’t necessarily mean that um uh you uh u um reveal

[00:20:14.17] spk_0:
everything,

[00:20:14.72] spk_1:
reveal everything

[00:20:15.67] spk_0:
exactly

[00:20:18.45] spk_1:
do uh that you do reveal is accurate. It’s not gonna come back to bite you later. It’s not going to mislead people

[00:20:31.86] spk_0:
talking about complicating the complicating the crisis if you’re lying or misleading, it comes back. I mean, people investigate things get found out.

[00:20:36.17] spk_1:
Absolutely. And I, and I, and I was

[00:20:38.82] spk_0:
technically expanded your problem.

[00:21:42.71] spk_1:
Absolutely. And and you’d be surprised how, how many times when I was a journalist that people, if they had just come clean and and kind of got the truth out there right away, they may have taken a short term hit, but their lives would have got on fine after that. But the more you try to obfuscate or or lie about the situation, or or try to to spin it in a way where you’re, you’re kind of hiding the truth that the worse your situation is going to get. So be be in a position to be as transparent and clear and accurate as possible. Um, with that first statement, uh, knowing that in some cases you might have to say, you know, we don’t know. Um, but we’ll follow up when we do know, because sometimes a crisis situation is one in which speaking of, of when we’re in now, we don’t know all of the, all of the different twists and turns the covid 19 situation is going to take. Um, so, but but rather than trying to speculate, um or or or in some cases, as we’ve seen, some, some public figures do try to spin this one way or another, rather than just saying, here’s the situation here are concerns, Here’s what we know, here’s what we don’t know. Um, it compounds the situation and in some cases it can be dangerous to

[00:22:01.82] spk_0:
people internet, You wanna, you wanna back up a little bit? I

[00:22:38.74] spk_2:
Did. So the, I think the statement, um, I love how people are putting forward these COVID-19 statements and I think we need to have more statements like that. I mean these statements are demanding and people feel like that. But I’m like we could do more of that. We could have statements as nonprofits on issues on public issues, public concerns, things that are um, emerging and urgent for people. I think about in the eastern part of north Carolina because tony I know you’re in, in my home state. I am

[00:22:40.58] spk_0:
in eastern north Carolina.

[00:23:26.54] spk_2:
Happy to have you here. And when we have um, hurricanes, when we have issues like that, if non profits would put out statements like they have with Covid 19 if they felt like they needed to say here’s where we are, here’s what we do here. Here’s, here’s what we have to offer before during after and just update them. You know, I feel like this crisis has brought forward a level of communication and and help people to see the necessary level of communication that we need to have. But we don’t have that all the time is non profits and people are looking for that. So I feel like in the eastern part of north Carolina where we had, um, you know, 100 year, hurricanes within three months of each other that we didn’t think would happen. You know what if people, what if people make covid statements like that? I mean, what if people and so I’m just gonna start calling the covid statements peter that I don’t have a better term for. But what if we felt like we needed to make these types of statements when there’s an emergency,

[00:23:51.92] spk_0:
um, Antoinette, I’m gonna ask you to wrap up with something that you said, which is contrary to a lot of what I hear. Uh, you said that you’re a big fan of press releases.

[00:24:02.00] spk_2:
Could

[00:24:03.26] spk_0:
you take us out with your rationale for why? You’re a big fan of them. I’ve heard that they’re pretty much obsolete

[00:24:10.20] spk_2:
from a journalist. I

[00:24:12.51] spk_0:
don’t know from a commentator. I

[00:24:14.37] spk_2:
don’t want to write that.

[00:24:17.47] spk_0:
I

[00:24:27.93] spk_2:
believe that. I believe that. Um, so yes, because I’ve been reading press releases for a long time and I feel like the who, what, when, where and how gets me past that part of it, then I can ask you all the interesting questions. So if you can give me that in a way that I can cut and paste and I will not butcher someone’s name, like tony

[00:24:43.54] spk_0:
It

[00:24:55.22] spk_2:
might be, it might be a challenge. So I can, we can get all of that out of the way. But a good press release gets me excited as a journalist. It brings me into the conversation and if you aren’t excited about your press release. I can probably tell on the other end. So I had a good press release. All

[00:25:15.51] spk_0:
right, thank you. We’re gonna leave it there. That’s contrary advice. Which which I love hearing. All right. That’s uh that’s Antoinette car part of the leadership team of women advance and ceo of bold and bright media and also Peter Pan a pinto, philanthropic practice leader at turn two communications and they are co authors of the book modern media relations for nonprofits, Antoinette Peter, thank you very much for sharing. Thanks so much. Thanks for

[00:25:28.62] spk_1:
having us. tony

[00:27:19.59] spk_0:
pleasure. Stay safe. And thank you for being with tony-martignetti non profit radio coverage of 20 N. T. C. It’s time for a break. Turn to communications. Well, as you heard lots of ideas about the relationships, the relationships that will help you be the thought leader that you want to be. That you ought to be relationships leading to thought leadership. Turn to communications. They’ll help you do it. Your story is their mission turn hyphen two dot C. O. It’s time for Tony’s take two. I am still thinking about you and wishing you well. I hope you had recovery time over Thanksgiving. If you’re in giving Tuesday, I hope you’ll be happy with your results or you are happy depending when you listened. If you are, if you did congratulations, celebrate what you achieved. Take that victory lap you deserve it. If you’re not so happy, keep your head up, you know that you did the best that you could, don’t let it drag you down. You have other successes that are gonna be coming and you’ll be celebrating those. So don’t let a disappointment drag you down going forward. You have all my good wishes for your year end fundraising this week and continuing That is Tony’s take two here is content strategy, which by the way, we have boo koo, but loads of time left for Welcome to tony-martignetti non profit radio coverage of 20 N T C. That’s the 2020 nonprofit technology conference. My guests now are Katie Green and Valerie johnson, Katie is Digital Giving Manager for the Trevor Project. And Valerie johnson is director of institutional advancement at pathways to housing P A Katie and Valerie welcome.

[00:27:44.11] spk_3:
It’s

[00:28:07.84] spk_0:
a pleasure. Good to good to talk to both of you and glad to know that you’re each safe and and well in in Brooklyn and uh, suburban philadelphia. Glad you’re with us. Your NtC workshop was content strategy for donor engagement From tactics to testing, let’s start with you, Katie, what what do you feel was the need for the session. What are nonprofits not getting doing so well, they could be doing a lot better.

[00:28:57.87] spk_3:
Yeah. So we have this session this morning at the same time as we originally had planned, which is great. We were able to give it virtually. And I think what a lot of donor content strategy is missing is simply structure. I think a lot of people don’t know where to start and they’re intimidated by it and we Valerie and I provide it’s some real life examples on how you can achieve a donor content strategy that does get you closer to your revenue goals. However, the tone of the presentation changed a little bit given how the world has come to be our new reality. So we did talk a little bit about the crisis and what it means for fundraising and what it means for content strategy under a tight timeline, knowing that things are changing at a really rapid pace. So really just structure and storytelling are the things that we talked about in this morning’s presentation, which will be available for viewing later, we’re gonna have a recording available for those who weren’t able to make it. But yeah, that’s what we focus on.

[00:29:27.47] spk_0:
Let’s start with part of the a good strategy is using personas, user personas. Can you kick us off with that Valerie? How do you, how do you start to identify what persona looks like and what’s their value?

[00:29:54.36] spk_4:
Absolutely. So, a persona is really like a profile or a character sketch of someone that you need to connect with um and understanding their motivations and goals. So it’s a way of segmenting your audience. And rather than sending all of your messaging out into the ether, trying to tailor that messaging to a specific demographic or a specific group of people. So for pathways to housing P. A. We’re actually still developing what our personas look like. We have an idea of what it looks like, but we want to dig some more into the research and analytic side of things to see who exactly is supporting us right now and what um ties they have in common to help us build those profiles. I think Katie might be a little bit further ahead of us in developing this persona. So I’m gonna toss it over to her.

[00:31:18.60] spk_3:
Yeah. So uh user personas are something I’ve been doing throughout my career. I worked in an agency before I came to the Trevor project. So I was able to get a lot of industry knowledge on how we create user personas and user journeys. But what we did, when we started looking at our end of year campaign for last year at the Trevor project, we made sure we carved out some time to conduct a little bit of an audit of what our donors were looking like, Where were they coming from? What could we track? What could we track? We found out we had a lot more questions than we did answers. So in order to get user personas, something that’s really important is tracking and understanding where people are coming from and where their first and last last clicks are. So because of our ability to use google analytics and source code tracking protocol. We did get a lot of tracking during end of year that will improve what our users like going into future campaigns. But now we’re gonna be able to better tell what is actually inspiring people to give. What is the moment where they’re actually clicking that donate button. What is the first thing they’re seeing that starting their relationship with the trouble project? So that’s what we’ve been doing.

[00:31:45.74] spk_0:
What are the pieces of a persona? How granular do you get? What is it where they live to what they read or what what you give us some like depth of this thing.

[00:33:34.60] spk_3:
Absolutely. So the main important piece of a persona is to know what their needs are. So you can have a persona that’s as general as this is a donor. They need to know how to give that’s a persona. But what you’d like to do is get a little bit deeper in being able to tell what the values of that persona are. What’s what’s the name? What’s the age? What’s the key characteristics? What are the opportunities really? You know, I like to create fake names and really go into it. You stock imagery so that you can try to connect with who this person might be? You’re really giving a face to a name and a value to a person and you want to look at what donors are looking like. So for example, for the Trevor project, we have a lot of one time, first time donors and we have a lot of people who come in, they give their first gift and I’m trying to find where they’re dropping off. Right. What is causing that? So I maybe create a persona that is a one time user that’s not really convinced they want to give again a one time donor. Um, they may be young. They may be, um, like within our demographic, which is under 25 of the youth that we serve with our crisis services and suicide prevention services. Um, so you can get as granular as making and they, and an age and the demographic and the location and what devices they’re using. I think that’s a big one. Is this person usually on their mobile? Are they usually on desktop? What channels do they typically like to look at twitter? You can get as granular email. Are they just looking at your website? So you know, it should get as detailed as you can, but I would encourage people to get really creative with it. If the more details you’re able to get is just a, just a more clear picture of a donor that you’re looking to target. Just make sure it’s someone you actually want to target and not someone you’re gonna be, uh, that wouldn’t actually be coming to you? Like maybe Bill Gates isn’t going to be coming to, uh, a nonprofit website to donate. Um, but you can look at what those specific donors might look like that are more realistic for your campaign.

[00:33:56.12] spk_0:
Okay. Right. You’re, you’re basically on what’s realistic, not what your aspiration is.

[00:34:22.36] spk_3:
Yeah. To a degree, I mean, I think you can be aspirational aspirational in some facets of what you’re doing. I think it has to be somewhat grounded in in, you know, a realistic approach. We do get asked. I get aspirational myself when I’m creating donor personas. When you know, I am looking for major gifts, I am looking for people who are willing to process of 15,000 dollar credit card charge. And there are people out there that that do that. So when I do my donor personas, they may not be the number one target of my campaign, but I do want to consider what those people are interested in as well so that I can personalize content for them to the best of my ability.

[00:34:53.03] spk_4:
Yeah. The other thing to keep in mind is diversifying your donor base. So in looking at who’s giving two pathways to housing right now, they’re mostly middle aged, college educated white women who prefer facebook and giving on a desktop, um, which is fine. And that’s definitely one category of people that you would want to be supporting you. But philadelphia is an incredibly diverse city. So if those are the only people that were getting to with our messaging, then we really need to think about diversifying our strategies to build new donor profiles for people who don’t all look the

[00:35:36.72] spk_0:
same? Okay. And then once you have a bunch of personas and profile? I mean, it sounds like you could have 10 or 12 really different ones, different, um yeah, different characteristics of people, different types of people that come to you. And, and like you said, Katie, even people who leave, you know, you want to capture them back. So, so once you have these Valerie, then you’re trying to communicate to them. But how do you how do you turn your communications into targets to to these personas?

[00:35:46.68] spk_4:
So you really want to think about building content specifically for that persona? So you might be doing a campaign um that you want to hit a couple of different

[00:35:56.37] spk_3:
personas

[00:36:07.97] spk_4:
with, but you’re gonna tailor that campaign specifically to each persona and deliver the message to a specific segment of that campaign. So if you’re gonna do a mail campaign, um, you want to think about how you’re putting together that letter and what you’re writing into the letter and how you’re addressing the donors for each of the different segments for each of the different personas that you’ve put together to really help craft a message and to inspire them specifically to donate.

[00:36:32.48] spk_0:
Okay, right, like Katie, like you were saying, you know, yeah, you know what’s important to them. Um, but that stuff is, this is very uh amorphous to try to, you know, it’s not just what do they give and how much do they give? And what time of year do they give, You know, what’s important to them? What do they value? This? Is this is difficult stuff to suss out.

[00:37:10.42] spk_4:
Yeah. One thing our co presenter said this morning, Marcus was that donors are smart and they’re savvy and with the advent of the internet and all of the various channels that you can communicate with people now, they know what they want and they know what they want to hear from you. And if they’re not hearing from you what they want, they’re gonna go find someone else who’s going to provide that information and communicate to them the way they want to be communicated with. So fundraising and marketing for nonprofits right now looks very different than it did maybe 10, 15, 20 years ago, um, and, and donors know what they want now.

[00:37:24.54] spk_0:
Okay, so it’s worth, you’re trying to suss out all this amorphous information as as best you can. Okay. Um, Katie, is there anything more you want to say about personas before we move on to being multi channel?

[00:37:36.13] spk_3:
Let’s go on to multi channel.

[00:37:40.11] spk_0:
Alright, Alright. Anything I don’t want to leave anything important.

[00:37:44.66] spk_3:
Okay. I think we’ve covered the main point.

[00:37:47.19] spk_0:
Okay. What’s, what’s, what’s important about? Well, I think we all know why to be multi channel, but how to coordinate those messages? What what’s your, what’s your thinking there?

[00:39:21.81] spk_3:
Yeah, I can jump in here. So I think what people often don’t do is they don’t coordinate messages cross channel at the right time. That’s what I’ve been seeing a lot with just by industry research. I mean, I’m always looking at what everybody is doing in the space because I want to be part of the best. Uh but they say being what I’ve heard at multiple conferences is that there’s a rule of seven. Right. So as a non donor, let’s say, I’m scrolling through facebook, I need to see an ask seven times before I’m actually likely to give. So if you’re seeing that ask seven times on facebook, that means it’s seven posts. That’s kind of a lot. And that’s gonna have to be spaced out through a certain amount of days, weeks, months even. So if you’re just increasing all the channels that you’re presenting that message on. So let’s say I’m seeing it on facebook, I’m seeing it in my email. I’m seeing it on my instagram. I’m getting a paid ad for it because I liked it on facebook. That’s gonna shorten the window of which I see seven points of that call to action. So I’m gonna be more likely to give if I’m seeing it in a wider spectrum on the digital space than I am in just one channel. So making sure that you’re saying similar things, but that are custom to what the channel is providing, Like social media has like paid ads have a certain amount of characters you can use. So, um, making sure it’s optimized for what channel you’re using, but still with the common thread is really important for increasing your conversion rate.

[00:40:05.59] spk_0:
Okay, now it’s a little clear to me why I see so many ads for the uh, pickpocket proof slacks. I see them across all kinds of different channels. I’m not, I’m hardly on facebook anymore. But um, I, I see them when I go to websites and I’m reading articles and because one time, I don’t know, I, I swear it was like three years ago I was browsing through these like CIA approved slacks with 14 pockets and it’s all supposed to be pickpocket proof for something and you know, they $200 slacks or whatever, they’re, you know, but

[00:40:08.62] spk_3:
I’ve

[00:40:09.74] spk_0:
seen ever since. Yeah. And I don’t know. I’m not even sure that if I bought them, the ads would stop, maybe

[00:40:16.43] spk_4:
it’s

[00:40:17.57] spk_0:
sophisticated enough. No, it’s not right. That would be right. Because now your brother needs to pay or whatever. All right,

[00:40:23.00] spk_3:
Valerie,

[00:40:24.15] spk_0:
anything you wanna, you wanna explain about multi channel and how, how important it is to reinforce and be consistent.

[00:41:16.62] spk_4:
I think the biggest thing for me is if you’re starting from scratch and you’re really trying to develop content and put it in the right places. Um, you really want to be thinking about who your audience is on those channels. So for, linkedin, the messaging that you’re putting out is gonna look a lot different than what you’re putting out on facebook. Most people use facebook recreationally and they use linkedin for professional relationships. So the type of information that someone is seeking on linkedin or more likely to respond to on linkedin is a lot different than what they’re more likely to look for or respond to on facebook. Um so for us, we make sure all of our job listings go up on linkedin and all of our industry specific information that goes up on linkedin, um just to kind of show our expertise in the area. But when we’re posting to facebook, we’re talking more directly to people that we know are supporters of us and want to do tangible things to support us. So the messaging is different, even though the information is really the same.

[00:41:31.44] spk_0:
Okay, okay, again, you’re consistent but consistent, but but different. Maybe different format even. Um Okay.

[00:41:39.99] spk_4:
Yeah.

[00:41:52.00] spk_0:
Um I mean, there’s there’s other format, you know, content papers, white papers. Um Again, depending for the right, you know, for the right channel research, um, do either of you use um, media, uh, working in working through thought leadership in developing thought leadership in media media relationships either of

[00:42:30.91] spk_4:
you. Yeah, so there’s a local media outlet here in philadelphia called generosity and they are focused on nonprofits and social enterprises and people who are making positive impact in philadelphia. So they’re super open to having folks guest post um, or write op EDS for them. So we’ve utilized that outlet a couple of times. Um, actually just last week, um, our ceo over wrote an article about the opportunity for kindness in the era of coronavirus. So it’s something that she actually wrote to communicate to our staff members and let them know what our stance on, you know, moving forward was going to be. And we thought it was something that would be beneficial, not just to our staff but to be at large. So we passed it along to them. They posted it as an op ed and that gave us um, a little bit more bang for our buck for things that we had already

[00:42:58.94] spk_0:
written. Um, Katie, are you doing much with earned media?

[00:43:03.08] spk_3:
I am not the Trevor project is, but Katie Green is not doing that. Okay, handled that.

[00:43:10.85] spk_0:
Okay. Um, let’s talk about some, some analytics. I mean, how do we know whether we’re being successful? Uh, and where we need to, where we need to tweak or pivot Katie, can you, can you get us started?

[00:44:29.28] spk_3:
Absolutely. So analytics is very hard for a lot of nonprofits because it’s such a scientific based skill set. And you know, that’s something that when I first came onto the Trevor project, is that the first thing I implemented was our source coding protocol. It’s so important to know where people are coming from that you can actually optimize, but we a B tested and continue to A B test absolutely everything. We do it through our website, we do it through email, we do it through our paid social and to see how things work. I think really we just test absolutely everything things you think you know you don’t and that’s what I keep learning through testing is what you think works today, won’t work tomorrow and we retest everything. A time of day test for example isn’t gonna for ascend for email, isn’t gonna be the same after daylight savings. It’s not gonna be the same as the seasons change and particularly not the same now that everybody is stuck at home. So you know they’re testing and optimizing really what you know is working. It just requires retesting re optimizing and testing literally.

[00:44:35.20] spk_0:
Could you, could you give some more examples besides time of day, what are examples of things you test?

[00:45:24.47] spk_3:
Oh absolutely. So on our website we tested, we have a little um call out box with questions on our donate form. We tested the placement of that. Is it better to have it right up next to the form underneath directly on top. So the first thing people see um we test there, we test what photos we use a lot does a photo of somebody looking sad versus somebody looking more celebratory and happy. Um we test a lot of pride imagery because we serve LGBTQ youth. We wanna see if Pride imagery actually helps get our word out there. Um We test our colors a lot because our our brand color is orange which is can be very cautionary but we see you thing oh it’s your brand color. Of course everybody’s gonna always respond to it. But that’s not really the case. Like sometimes things like our blues and purples and greens when it comes to see ta buttons. Um Gosh, I mean I can tell you every test we’ve ever run. Thunder tests um using graphics versus photos on the website. Uh you know the size, the width, the height of our light boxes, the width of our donation forms the amount of buttons we have. It just the list goes on and

[00:45:51.24] spk_0:
on.

[00:45:53.35] spk_3:
I

[00:46:13.51] spk_0:
heard one that just made me think of just one small example of what riffing off what you just said was testing the text inside a button instead of just donate or like uh review or something. You know, be more be more explicit about what the what the action is you’re asking for instead of just a single word. A little little more descriptive. Yeah

[00:46:32.93] spk_3:
testing C. T. A. Is is something that we do a lot just to give people some ideas. I think one that can be really helpful when it comes to fundraising is seeing how your donors react to the word give and the word support and the word donate. So so it’s all the same thing. We’re asking you to support our mission to give to us and to donate. But those three words have very different feelings when you’re reading them on your screen. So that’s one of the biggest tests we ran. Um, but yeah, I wouldn’t recommend always testing the C. T. A. When you have a new one especially,

[00:47:09.95] spk_0:
was it, was it act blue that or or change dot org? I think maybe it’s change dot org started calling it chip in. Could you chip in? Okay. Okay. Um, um, so Valerie, can you talk us through some metrics? You’re the director of institutional advancement? What what numbers do you look for to decide how you’re doing?

[00:48:23.15] spk_4:
Uh, we look at a lot of things. So we’re looking at the click through rates on our emails and on our post actually reading to the bottom and clicking the links that we’re providing. Um, we’re looking at how many people are interacting with things that were posting on social media and whether they are enjoying it or not based on how many people are interacting with it. Um, we do a lot of surveys to do, so, talking to our donors directly and asking them what kinds of things they want to see what kinds of things they don’t want to see. Um, I know Katie is doing a lot more with metrics than we are. So, um, this is my friendly reminder to smaller nonprofits where there’s just one person trying to do all of this. you don’t have to recreate the wheel. Um, so you can look at an organization like the Trevor project that does have the staff who can look at all of these things and do all of these testing and all of the metrics and see what’s working best and they say imitation is the sincerest form of flattery. So you can look at what they’re doing and then borrow it. Um, so for an organization like me that has a smaller staff, um, we’re doing a little bit on our own, but we’re also looking a lot at what other nonprofits are doing and assuming that they’re taking the time to test things and we’re kind of, you know, copying what they’re doing because it’s obviously successful for them.

[00:48:36.00] spk_0:
How do you learn from them? Do you just create a build a relationship and then ask what, what kind of metrics do you look at

[00:48:54.20] spk_4:
sometimes? And sometimes it’s as simple as going to the Trevor project, websites donate page and seeing where they place things and what they name their buttons and what giving levels they’re putting up there. Um, because you know, you’re never gonna be exactly the same as another organization. So you definitely want to take a look at who you’re using as an example and use someone who’s doing similar work or in a similar location to you. But at the end of the day, there’s only so much you can learn through testing and after that you’re just gonna have to dive in and do something. So if you don’t have time for the testing, you can do a quick search of what everybody in your industry is doing and kind of take it from there instead,

[00:49:20.34] spk_0:
Katie, uh, since everybody’s stealing from the Trevor project, what, uh, what I assume you knew Valerie was doing this.

[00:49:28.27] spk_3:
I didn’t, but it’s, it’s such a compliment.

[00:49:31.09] spk_0:
It’s

[00:49:32.63] spk_4:
because you do a great job. That’s why we’re looking at

[00:49:35.06] spk_3:
you. Oh gosh,

[00:49:36.48] spk_0:
what do you want to add about metrics?

[00:49:59.95] spk_3:
Um, I think I just wanna reiterate Valerie’s point that there are so many nonprofits where one person is doing this. Um I’m the only person on the digital giving team. I’m the first person they’ve ever hired to do Digital giving. Um I’m still a team member of one, but you know, I do have the support of a very large marketing team that helps me with creating all of the tests that we do and anyone can tweet me email me whatever if like any nonprofit ever wants to connect. I’m always an open resource. But uh, metrics are increasingly uh important, just critical to donors, content strategy. So

[00:50:21.55] spk_0:
since you’re offering yourself as a resource, do you want to share your email and or your twitter, you don’t have to give your email if you don’t want to.

[00:50:28.72] spk_3:
Yeah, maybe twitter is probably the best way to reach me because I’m trying, I’m trying to learn how to tweet more as a digital person. I feel like I need to, that it’s at Katie Sue Green like one word, so it’s K A T I E S U E G R E N K T. Still green green, just like the color. Okay,

[00:50:51.53] spk_0:
Okay, thank you. Um it’s a Valerie, you wanna uh wanna wrap us up some some parting thoughts about uh content strategy.

[00:51:18.42] spk_4:
Sure. Um since I am kind of representing the smaller organization here, I just want to remind everybody that you’re doing everything that you can and it’s everything that you’re doing is important. So don’t try to do everything at once, really pick one thing to focus on and get to a point where you’re doing that well and comfortably before you try to add more um listening to a podcast like this or going to a presentation, like the one that we did this morning is overwhelming in the number of things that you could be doing and it makes you feel like you’re not doing enough, but you are. And just tackling those small hills one at a time is much much easier than trying to climb the mountain.

[00:52:42.29] spk_0:
That’s very gracious, very gracious advice. Thank you. Thanks very much. Um that was Valerie johnson, that is Valerie johnson director of institutional advancement at pathways to housing P A. And with her is Katie Green Digital Giving Manager for Trevor Project. Thank you very much for sharing each of you. Thanks so much And thank you for being with Tony-Martignetti non profit radio coverage of 20 NTCC in two weeks. Trafton Heckman with his book, Take Heart Take Action next week, I’m working on it. If you missed any part of this week’s show, I Beseech you find it at tony-martignetti dot com were sponsored by Turn to communications pr and content for nonprofits. Your story is their mission turn hyphen two dot c o Our creative producer is Claire Meyerhoff shows, social media is by Susan Chavez. Mark Silverman is our web guy and this music is by scott Stein, Thank you for that. Affirmation Scotty B with me next week for nonprofit radio big nonprofit ideas for the other 95% go out and be great.

Nonprofit Radio for November 6, 2015: Collective Impact & User Personas

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Kimberley Jutze: Collective Impact

Kimberley Jutze

Kimberley Jutze explains what collective impact is and what you need in place to assure the success of your CI network. She’s chief change architect at Shifting Patterns Consulting and we talked at Opportunity Collaboration 2015.

 

 

Debra Sharp: User Personas

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What is a persona? Why are these fictitious people important to your website? How do you build them? Debra Sharp is digital director at Manifest Communications and we talked at the 2014 Nonprofit Technology Conference (NTC) hosted by NTEN, the Nonprofit Technology Network.

 

 

 


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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 we’ve got a new affiliate. Kors chaos eighty nine point three fm in olympia, washington chaos radio from the capital city chaos in the capital welcome welcome chaos that makes two capitals that non-profit radio is in also km jozy fm in salem, oregon. We’re taking over the west sacramento you’re next. Welcome chaos. We have a listener of the week, stephanie zito she’s at wandering zito xero tio and she tweeted, quote, if you’re a non-profit leader, you should be listening to tony martignetti end quote she’s, a very smart woman. Congratulations, stephanie zito non-profit radios listener of the week i’ve got a bunch of turncoat friends to say hello to my networking group the b n i backstabbers meeting for lunch without me right now. Right now at the place i recommended jack’s on west forty first street. The food is very good. I hope you choke on it and that’s independently. Opie choke independent. Not a collective joke. I want the fifth person who chokes tohave to witness the first four choking before him or her unbelievable untrammeled malevolence nonetheless, i’m glad you’re with me. I’d be stricken with brad east alsace if i had to digest the idea that you missed today’s show collective impact kimberly jets, he explains what collective impact is and what you need in place to assure the success of your c i network she’s chief changed architect at shifting patterns, consulting and we talked that opportunity collaboration twenty fifteen and user personas what is a persona? Why are these fictitious people important to your website? How do you build them? Deborah sharpe is digital director at manifest communications, and we talked at the twenty fourteen non-profit technology conference hosted by n ten the non-profit technology network. I’m tony steak, too sincerity trumps production value we’re sponsored by pursuing full service fund-raising their data driven and technology enabled, you’ll raise more money pursuing to dot com here is kimberly jesse with collective impact welcome to tony martignetti non-profit radio coverage at the opportunity collaboration twenty fifteen i’m with kimberly jet c we are on the pacific ocean at the opportunity collaboration kimberly is chief change architect at shifting patterns consulting shifting patterns is a beak or that works with change. Makers to enhance financial and organizational sustainability she’s helped organizations in africa, asia, europe and north america. They’re at shifting hyphen patterns dot com and you’ll find her on twitter shift pat consultant can’t really welcome to the show thank you so much, tony. I appreciate you having me as a gift, i guess. It’s a pleasure to be here. Thanks. I love it. And we’re on the ocean. Yeah, uh, the sun is setting. Uh, well, we we got maybe an hour or so before sunset roughly. The ocean is beautiful and got nice breeze. That’s, right? This is great. I can’t think of a better location to radio anywhere. I cannot either. It doesn’t beat the new york city studio. I’m sorry, sam. This is better. We’re talking about networks for social change and collective impact. What? I see the phrase collective impact a lot. What is it? What are we talking about? So collected is an approach to developing networks. And so essentially what it’s about it’s. A more robust form of developing and network. And so what happens is a group of organizations will come together and they could be all non-profits they could be a mix of non-profits as well as businesses and government agencies, and they come together because they have a common goal that they want to achieve, and they realize they can’t do it on their own and one of the pre conditions for a successful it. A collective impact is making sure that there’s enough resource in place, there’s actual leader, but basically someone who’s a champion for the effort. Okay? And in addition to that, making sure that there’s some shared measures okay, we’ll get into the details. I just, uh i’m gonna ask you to talk a little bit louder when you when you get your next chance, okay oppcoll about it. All right? So this could be you said non-profits and for-profit and government coming together. We’re not just talking about collectives of strictly non-profit that’s correct. Although it can be non-profits as well. It depends on what’s what’s what? Why they’re coming together. Okay, what? Distinguished for me between collective impact and collaboration? Sure, there’s. A lot of what i see. The buzzword collaboration a lot. Yes. So collected is actually an approach to collaboration. It’s a much more robust approach. Where there’s a common agenda first. Of all there’s, some shared measures and there’s a champion who’s leading the effort. Okay, fair to say that it’s more formal than a collaboration. Yes, it’s more formal and there’s also a support system in place because there’s what’s called a backbone organization and so a backbone organization is an organization that provides support to all of the members of the collective impact effort. Okay, we’re gonna get there because that’s a new organization that gets form not necessarily this early, okay, we’ll get through it all right, but you typically wouldn’t buy-in. I don’t know. Maybe i shouldn’t say, but a mere collaboration. It yeah, there’s, different clothes, there’s, different kinds of collaboration, so collaboration could be a partnership. It could be a coalition. It could be a network. It could be an alliance. It could be an association there’s all different types of collaborating with him. Where does collective impact distinguish itself? Yes, a collective impact distinguishes itself because it’s not necessarily a type of collaboration. It’s a method it’s, a method for bringing it about. Okay, okay. Uh when is it appropriate for an organisation to start thinking about creating a network like the one we’re like what we’re talking about? Sure, yeah there’s certainly some conditions that need to be in place. So first of all, there has to be an interest in partnering with other organisations. So we need to get our board involved in making this decision or in exploring it or no. Yeah, i think you probably would want to consult with your board and have a conversation with them. Another factor that’s really important to take into account is the kind of issue that you’re working on. Is it an issue where it makes sense to work with other organisations? Is it a large, complex issue like, uh, like domestic violence? Sure. Poverty alleviation? Absolutely. What opportunity? Collaboration is all about you talking about big issues like this not getting a change to the local traffic law regarding pedestrians and bikes. Right? Well, that could be a large company. It’s. A bed. And you were going to see you like new york. You have that’s? Yeah. So it’s the kind of issue where there’s a lot of different stakeholders. And they are all affected by the issue. And they have a stake in action. What happens? That’s? A more appropriate issue, as you were, wouldn’t make sense would be something where it would just be a program that could sort of address that particular issue. I suppose you’ve been working on this. Your agency has been working on it for some time, and you’ve made some progress, but you don’t feel like there’s big attraction toward a goal is that appropriate, then is, like it’s a bigger problem than one organization can handle that’s? Absolutely right, yes, that’s, exactly right it’s an issue that one organization can’t handle on its own and there’s a need to work with other organisations collaboratively to come up with a solution, right? How do we figure out which other organizations those should that’s a great question. So a lot of times what happens is you’ll start off with a fairly small group and it could be within the same organization, or it could be other organizations that kind of know each other and they’ll come together and they’ll talk about it’s like, hey, we’ve got this problem, we’re all struggling to solve it. We’re coming at it from different angles. How can we address this? And then what will happen is one of the one of the first steps is to figure out doesn’t actually make sense. Does it make sense for us to work together? Are the advantages of collaborating worth the potential risks that are involved. And some of the things ovaries, qualitative stuff. You know, there’s not really gonna be a measure of this it’s. Gonna be opinions, feelings. There how you interact with the other potential stakeholders thatyou might bring in mrs all very kind of squishy stuff that’s a great that’s, a great insight, and so there are so much i have one great question, okay, two out of twelve or so badly i’m sure yes, you’re absolutely right. There is a relational aspect to it, and there is what’s called the soft side of collaboration where you’ve got to focus on the relationships. But there are there are some metrics. So for example, the collective impact forum, which is an online network of resource, is for people that are involved in collective impact, they actually have what’s called a feasibility chart, and they actually ask some questions like so, first of all, is this the problem that effects people and altum organizations that are coming at it from different angles? So it probably makes sense to look a collective impact, you know, our their resource is in place to address this particular issue. So so things of that nature, where can we find this organization? Yeah, so it’s www dot collective impact forum dot org’s and if you look under the resource is manual, you’ll see. It it’s called a feasibility tool. Okay, cool. I look, i love these resources for listening. All right? So, there’s gonna be a lot of due diligence that goes into this too? I mean, let’s say, you know, it’s, another non-profit or one of the organization’s you’re considering bringing is another about profit or four or corporation too. You gotta do your due diligence to make sure that that the organization, whichever it is, is sustainable, viable. They have a decent, strong board. They have leadership that’s committed to this that’s all you gotta do a lot of diligent that’s, absolutely right. And regardless of whether you used collective impact or any other approach, it’s really important to do your due diligence? Yes, absolutely. And so that’s kind of that kind of goes into some of the risks that are involved in collaboration. So for example, if you don’t do your due diligence up front, like you said, if you don’t check off some of the things that you mentioned, then there’s the risk that partnership won’t work. Another factor another challenge that’s involved is in power dynamics in the relationship he goes egos, even agendas, even agendas like for example. Some partners that might be large organizations that have a lot of resource is they might have a specific agenda, and it may be being an unequal partnership if they have a lot of power. So that’s another factor that used to be taken into account. They didn’t think that shooting getting ding, ding, ding ding you’re tuned to non-profit radio tony martignetti also hosts a podcast for the chronicle of philanthropy fund-raising fundamentals is a quick ten minute burst of fund-raising insights published once a month. Tony’s guests are expert in crowdfunding, mobile giving event fund-raising direct mail and donor cultivation. Really all the fund-raising issues that make you wonder, am i doing this right? Is there a better way there is? Find the fund-raising fundamentals archive it. Tony martignetti dot com that’s marketmesuite n e t t i remember there’s a g before the end, thousands of listeners have subscribed on itunes. You can also learn maura, the chronicle website philanthropy dot com fund-raising fundamentals the better way how do you how do you level the playing field? I mean, if you know that this large organisation is gonna be valuable to you, can you level the playing field so that there’s equal power across all the all the members? I certainly think it’s possible and that’s why it’s so important up front to kind of talk about how are we going to form this partnership and focus on the relationships that are involved and that’s really fundamental? And i think a lot of times what gets organizations into trouble is they’re interested in working together, and they moved too quickly into action, and they don’t pay enough attention. Teo what’s going on behind the scenes in terms of the duitz bilich dilgence due diligence factors and also in terms of the relationship dynamics. And so i think one way to do that is to have a conversation up front about what is our purpose, what turned and us for being here and also talking about whatever are one of the resource is that we’re going to commit what does some of the rules that we’re actually going to play? Because i could i see a situation where there’s a lot of excitement in the beginning. Oh, this is gonna be great. We’re going to solve the problem is so much short of time. If then if we were all working alone let’s, move ahead and you have to take a step back. That’s absolutely right, it’s so fundamental to take a step back and think about i mean it’s kind of interesting. So the process for developing collaborative relationship is really similar to kind of what we’re doing here and so opportunity, collaboration, it’s all about convene, connect and collaborate. And so the process of developing a collaborative relationship is very similar. It’s about painting it’s about bringing people together, it’s doing community mapping, finding out who is in these communities that’s affected by that particular problem and what is their role? And is there room and doesn’t make sense to include them in in in the particular collaboration? And then once you figured out, you know who the key players are who’s involved and you start bringing them together, then you need to talk about what’s our purpose, what’s our goal. What do we want to achieve? And there needs to be a strategy behind that. And then on top of that, you also talk about the process, the process of working together, the softer side, like the due diligence, like the relationship building all of those things air fundamental. And then once you’ve gotten those two pieces in place, then you can start moving into action and then measuring the impact of the results that we get the measurement too. Yeah, shouldn’t this be all be part of a written document? Yes, absolutely. And so one of the best practices for collective impact is having what’s called a framework a strategic framework where you actually write down you, who are the key players. What one of the goals you know, what’s our mission. You what are the resource is there gonna be brought to bear on this? Who is the backbone organization? What is their role so typically a backbone organization? Yeah, so a backbone organization. They play a support role for the for the collaboration work that occurs and it’s really fundamental in a lot of times collect collaborative efforts don’t succeed because there isn’t a support mechanism in place and so phone organisation it could be an existing organisation. It could be a member of that collaborative partnership or that collaborative relationship that takes on that role, it could be forming a new entity like you mentioned so there’s a variety of different options that are there. But the main goal mean purpose is to be able to support that effort. And by that i mean being a champion for that effort, making sure that there’s progress that there’s some quick winds in place, continuing to make sure there’s mo mentum, um, establishing linkages between between members of the collaborative effort fund-raising could be absolutely make-a-wish absolutely making sure their resource is in place. Ok, so if it’s not well, yeah, if it’s not a new organization, then all the organizations have to contribute. Resource is to the to the backbone, or one of them has to contribute. Resource is maybe one again, maybe one is outside that’s, a big part of their contribution, but we have to devote resources to this. Absolutely, yeah, there has to be part time staff that’s, right funding technology. Yeah, everything that all the organs that all the partner organizations have. And if and if it’s a new organization, if the backbone is going to be something new, then i mean same thing. It’s gotta be staffed, incorporated and funded, etcetera. Exactly. Okay. Exactly right. Do you, seymour? Where? It’s. Where? There’s, a new backbone organization created vs it’s. Ah, it’s provided the backbone support is provided from one of the partner organizations. You see one more than the other that’s. A great question, andi. I think it really varies. So the ones that i’ve been involved in it’s been primarily newer new entities, but that have been formed. But i’ve certainly been aware of other cases where it’s being one organization that’s pretty well resourced in his able and willing to take on that role. It could even be a thunder that takes on that. So it really depends. Okay. Okay. That’s. Cool. Yeah. Fundez that’s committed to the to do the work you bring them, you bring the collaboration to them and see if they can provide this. Reese basically, backbone support. I mean, all this back off this stuff that we need keep the collaboration operating. That’s. Absolutely right. Okay. So let’s, talk about the measurement we gotta figure out if this thing is working two years later, we want to able to look back and say what we’ve done or not done. Yes, you’re talking about yeah, so measurement is really fundamental because just like in anything in life, how do you know what impact your having unless you’ve kind of taken a look and seen, you know, where the progress is based on where you want to go? And so with collective impact on any other, even any other kind of collaborative effort, it’s really important to make sure that there’s some sort of measurement in place so that starts with the strategy part, but defining up front what’s our goal what? Our objectives and and what are our measures gonna be? How we’re gonna measure progress toward gold, right? What were the indicators? Ok towards measuring progress? Um, i could see a place where agendas would come through in measurement, right? I mean, what you measure is goingto determine whether this is successful. And if one, organizations got an agenda, they might, you know, they might want to influence the measurement and sway it, by the way. There’s a soccer game in the background. So if you you hear cheering and kicking it’s ah, it’s soccer for football. If you’re listening in europe. Yeah. So measurement is measurement is pretty important. Yes, it is absolutely. And, teo, as you point out, you need to have indicators and agendas. Certainly is an issue that comes into play. I would say another issue to his resource is you need to make sure you have resource is in place to be able teo, to show what those outcomes are and to be able to take corrective action if it’s needed okay right, resources to support the measurement that’s, right? And yeah, okay, yeah, i could just i see a lot of potential conflict areas. That’s, right. New collaboration, right? And you also collaboration and with measurement to you also get a backbone organization that’s gonna take responsibility for making sure, like holding all the members accountable for providing the data to measure impact and for also consolidating that data, analyzing it and making sure it goes back to the members and the members. And even the backbone organization helps spread it out into the communities everyone’s aware of what’s going on is there a point where a number of organisations in the collaboration just becomes unwieldy? We can’t do this with ten organizations or age, and of course when i say organizations including government agencies, too, you said they could very well be mean, ten sounds like a sound ten sounds like too many is that? Is that wrong? Well, there really is no limit to what really matters is that you make sure that whatever issue it is that you’re working on, you’ve gotten a full representation of that particular system, so collective impact or even other collaborative efforts could be a small as two organizations that are partnering up to you hundreds of organizations that are working together. Obviously the more organizations have, the more important it is to have resource is in place, and the more critical it is to have a backbone organization there that can kind of play this fundamental role of making sure that everyone’s being held accountable for what they’re doing, members are communicating with each other, work is getting done, we have measurements for results and information is flowing and only within the within the within the collaboration, but also out into the community. All right, i think, it’s time you share an example, i’m talking a lot of abstract, yes, share an example. Sure. So one example i have is is a network that i’m currently working with, and they are face-to-face organization that promotes immigration reform. And so i’m working with the head of this particular organization or the head organization of this particular network. Yeah, with back-up they are the back booker, that’s, absolutely right. And so i’m working with the backbone. Teo, help them grow and diversify their funding so that they can better support their members. And so their members are actually independent. Non-profits there’s about because the back bone’s connected to the hip, bone, hip bone’s connected to the knee bone. Yes, i know. But there are other member organizations, right? Right. And so it’s all about helping them it’s helping head of backbone organization get the resources they need so that they could better serve their members. Okay, and how’s it going? Yeah, yeah. So this organization, um uh, i’m happy to mention them international justice for our neighbors. So national justice for our neighborhood neighbor. Yeah, and so they were formed, um, a few years ago. And so what they do to their home mission is to serve as a ministry of hospitality or low income immigrants throughout the united states that are in need of legal immigration services and can’t afford them. Who are the members? So the members are actually non-profits and they’re called justice for our neighbors, and so they’re located throughout the entire us, and essentially, what they do is they hyre full time attorney job. It is to provide these legal immigration services to low income immigrants who often have no place else to turn. And so my role is, as i said before it’s, to help the backbone organization, the national justice for our neighbors, growing diversify their sources of funding and at the same time, i’m also working with some of the justice for our neighbors members. Teo also helps them develop their fund-raising skills, and teo also help them out with developing stronger and effective boards. How does this national see? I’m a small time thinker? I was thinking, like local community, maybe statewide, but do you think that a national coalition? Hyre how did they court? I mean, how does this work coordinate? Do they meet? They meet once a year or something. Or what? How do we coordinate this thing? That’s? Absolutely right. They do meet once a year, and so they have what’s called a roundtable. And so representatives from all the different members and all of the headquarter staff, they all come together in a particular area. And what they do is they meet. They share best practices. They have, they meet with each other, they learn about what each other’s doing. Then they talk about their progress overall as a network. How many clients are they serving? What are some of the opportunities they have? What are some of the challenges that they need to continue to work on? Anything you can share around here? The problems that arose that hopefully got overcome? Uh, you probably want talk about problems. They didn’t get it, but anything you can share that way, you know? Well, so i think one of the biggest challenges is that when you’ve got a network that spread geographically, it’s really hard to have relationships it’s really hard to develop it, maintain those relationships and so the round table is a great example, it’s a great opportunity for people to cut for members of that particular network to come and meet face-to-face and to develop those one on one face to face relationships. And a lot of times it’s been so valuable because when they go back home, they can then continue to maintain those relationships, and they can call upon each other, especially if they’re in areas where there not so geographically far from each other. So for example, there are a number of non-profits that air in texas, and so this’ll obviously, immigrants kayman immigration, immigration assistance, obviously critical in texas? Absolutely, yeah, into because there’s a least a few of them that are in texas. And so this was a great opportunity for them to meet each other face to face and talk about. Okay, well, how we work together because, you know, we are kind of spread throughout texas, but the same time we’re not so so hugely, far apart from each other. And so how can we coordinate on things like, you know, strategic planning? How can we coordinate on maybe joint fund-raising the relationships are important because there’s gotta be trust among partners. Otherwise, problems are gonna become insurmountable, even if they’re not big ones. If, if i mean it, the partners arnold trusting each other based on these relationships, i don’t think it’s got much likelihood of success. That’s absolutely right. How many partners air in this so it’s, a national network, about fifteen organizations. Okay, all right, so i was way off when i said ten, my att least fifty percent larger. All right, all right. Any other, just before we leave our little case study, any of you like a little lesson learned from the from this from this example that you can share maybe something you weren’t thinking of in the beginning or something. You learn new in this in this organization? Yeah, i would say probably one of the key things that i learned that relationships are so fundamental, they’re so important. Yeah, and i love the fact that the national organization, they’re so focused on their mission, which is providing great service to their members, and they are extremely well focused on that, and they’ve got a strong team in place and i think that’s so important, so oppcoll for long term success, the relationship is obviously touch that what else do you think is key for from long term success? This type of collaboration, i think it’s really important to have a strategy in place and knowing where you’re gonna go and how you’re gonna get there. That’s that’s also fundamental. Okay, so that thinking that upfront? Yeah, that upfront thinking yes, and then certainly having a backbone organization, there needs to be some sort of sport and a lot of collaborative efforts failed because there is no support. Places. People come together and they’re like, hey, wei, need to take action. We need to do something, but then it’s, like, okay, well, if nobody’s dedicated to making sure another beating happens, if no one’s contributing resource is to make sure things get done, well, then it’s really hard to move forward together. Yeah. What happened? We talked about yourself another two minutes or so to get ashore. I think one thing i’d also like to talk about is, um, what it’s like to kind of form a new network because that’s also a challenge. So we have about two minutes or so short. So i think there’s been one challenge that we talked about is like maintaining an existing network. And i think there’s another one which kind of plays into which is about forming a new network. And this whole idea, you know, how do we bring people together and how we make sure we have the right people in the room and making sure that we thought through our process for working together, finding a backbone organization, making sure that we’ve got a resource is in place. Those air all big challenges when you, when you start to form a new collaborative effort. All right, i guess you would believe that a consultant can be helpful in this. Sure. Absolutely. Yeah, i am too. I like consultant. Yeah, well, certainly. I think you might need one. You know, if it’s a new, if it’s a new collaborative effort. And if you don’t have someone already in place that has a lot of resource is if there’s, not one organization that has a lot of resource, is or has experience with this kind of thing and can help take on a leadership role. It might be useful to have a consultant. What is it that you love about your work? So what i love about my work is being able to work with organizations that are making a positive difference in the world and helping them reach a point where they can be effective and helping them to reach a point where i’m no longer needed. And it’s it’s so rewarding to be able to do that. You don’t mind making yourself up? No, not at all. All right, kimberly jetson, chief change architect. That shifting patterns consulting you’ll find them at shifting hyphen patterns. Dot com and again on twitter. She’s at shit. Pat consultant kimberly, thanks so much. Thank you, tony. Real pleasure. Durney martignetti non-profit radio coverage of, uh, opportunity collaboration twenty fifteen in x top of mexico. Thanks so much for being with us. That was cool. Being on the beach with kimberly. Tony, take two and unity. Is our user personas are coming up first pursuant they’re online tools help you raise more money it’s that simple? I can’t make it any simpler. Nothing about these tools is an experiment. They’re tried and they’re proven like velocity there tool for fund-raising management is proven by the fund-raising consultants at pursuant, they use it to manage their clients fund-raising and it works so well that they released it to non-profit so now it’s available directly to you, basically, they cut out their own consultant. You don’t need them. You can if you want, but you don’t need him. It will help you be more efficient and you’ll raise more money pursuant dot com my video this week explains how sincerity trumps production values what’s important in your communications is the genuineness of your words, whether it’s, video or print or email whatever i share an example from a hotel in mexico where i got a very sincere note written in bad english, but the sincerity came through the video. Is that tony martignetti dot com that’s tony’s take two for friday, sixth of november forty second show of the year here is user personas with deborah sharpe welcome. To tony martignetti non-profit radio coverage of ntc non-profit technology conference two thousand fourteen use that hashtag it’s fourteen and tc with me now is is debra sharpe she’s digital director, manifest communications and her workshop topic is user personas it’s not about you it’s about them. Welcome to the show thanks, tony. Pleasure to have you bond just come a little closer to the mike, would you please so that everybody can hear you? Thank you, user personas i know very little about them, so i’m not gonna even try why don’t you explain what they are and why they’re so critical? Sure well, there are they are really essential part of web development and you’re only going to get as good a website is thie kind of strategy and thinking that you put into it at the fun and and part of that fun end is creating these user personas, which are really fictitious people there people you make up, but they’re based on very real segments there’s supposed to be able to help you understand who were the users coming to your website and what do they need? What their motivations, what their goals when they get there because what’s really deadly, especially working with with non-profits but it happens with all kinds of organizations and companies is that you get website development by committee from the people who work inside an organization was all about what they want to say to people, what they have, what they think is important, what they want to put out there, and often what happens is they just don’t have a good understanding of who’s actually going to come to the website and why they’re coming and what’s most important to those users. So that’s, what user personas will help you do? So we need to be thinking about who the people are that’s come that air coming versus what we want to say and put out as sort of a bulletin board for them all to read right and be able tio create a hierarchy, even of information and of users as well, because there’s a lot that goes into thinking about what what a user is, and when they come to your site, you might think that let’s take a non-profit you might think you’ve got your your clients with people, use the services of the organization, you may have volunteers. You may have donors and all of those may then segment into teo different groups themselves and what happened sometimes i’m sure everybody’s been to a website like this, where you have no idea where what you’re looking for is it’s like, how do i get there? And i’m clicking and i’m going here and i’m going there and about three or four kliks later, i’m still getting frustrated and guess what? I’m out there leaving, you know, and not all of those users may be of the same priority of the importance, for example, just give you an example that we worked on. We’re going so many, but one of the things i shared yesterday was a thiss was a consortium of healthcare organizations who came to us, and they wanted to get a very public conversation started about the expected tsunami that’s coming and health care with our aging population, something like in twenty years was goingto be something like love two times as many people over the age of eighty and four times as many people over the age of sixteen that’s going to be quite a dent in how we care for people. And many of them with chronic health care conditions. So this consorting with all kinds of health care organizations really wanted to be able to put some african scene policy conversations that there they thought they came to us and they said, okay, we have to reach those people, those people who are going to be over sixty. We did our research, we did some homework, we started put looking at user personas, who were the people involved in this conversation, and we did what was really revealing with some social media listening we did and what we found out and this and social media listen, i’m a great advocate of that because it’s very, very natural setting in which to be able to get information surveys are great focus groups could be helpful, but they are artificially set up context so that people are very aware of what they’re hyre answering their very where, what they’re saying, where in social media you’re actually being able to judge in, evaluate what people are saying when they’re not being observed, when they’re just commenting on blog’s and when they’re talking to each other and what they’re sharing, what their concerns are. And what their challenges are, what they’re pissed off about and what we found out about out with that is that it wasn’t the direct users, it wasn’t these people over sixty was their children, so we’re talking people in their forties, so the other ones who were talking people in their fifties, those are the people who are worried about what’s happening. So when we created the website that’s who we had in mind, okay dahna we are we’re going tow pause for second america’s the is the the team here to do a demo? Okay? We’re going to pause for a second. These user personas then are really quite critical. How do we get started in the process of creating one? Well, and we’re going to create many right all representative of constituents, different groups, exactly so there’s its research and in a number of different ways. First thing to look at his historical data. So you want to be able to look at your your website analytics and everybody should have google analytics it’s free it’s one of the best ways to be able to measure what’s happening on your website who’s coming what they’re doing there. And that’s, what you really want to dig down into sea? What are people doing right now on the website that’s? One of the biggest ways that you have to learn the second thing you want, teo does that? Does that include knowing where they’re coming from, where the good referral sites are? Sure, okay, i mean, it might just be from google itself or i mean, now the referral traffic isn’t necessarily gonna help you in determining how you’re developing your website. I mean, that’s more about marketing and how you’re reaching people. You’re driving traffic to the website, but all of that is going to be helpful. A cz you plan to make any kind of a redesign start any webb’s not start a new one? Obviously because you won’t have accepted in the redesign, then you’re gonna wanna survey people. That’s, always helpful to have an existing website, put a survey up asked people questions about what they’re finding about the website right now, what’s most important to them what the information they’re looking for. Are they able to find what they’re looking for? You just ask the more full denture things about, uh, that’s going to give you information and understanding how they’re approaching your website right now. Then you’re gonna want to talk to you, major stake lifters. And you’re gonna want to do one on one interviews and that’s gonna be really that’s to me the most helpful in some ways because you’re really then starting to say, ok, let’s, get some donors to this organizations that want to talk about what’s important let’s. Get the people who used the services and talk to them about what’s important etcetera, etcetera and even internal stakeholders. You want to talk to people within the organization? Start getting a sense of what’s working what’s not and even blue sky. What if anything that you would like to see here could there be here? But then, once you start doing that, then you have to get the information on who these people are and how they interact with the web and that’s. One difference that’s. Very important. We worked with some amazing clients, and most of them have truckloads of audience research. They know where their audiences are, but the kind of research that you have, a kind of data you have on people in the offline world. Doesn’t necessarily translate to online, and by that, i mean, so tony, if i were to talk to you and i’m trying to figure out what kind of an online user aren’t you? Are you a two point? Oh, user, do you like to share things? Do you like to talk with people? You like to have a community? Do you like to be able to know? Read stories about somebody else and what’s happening in your life? Are you a lean and hurling back person? What i mean by that is way called someone a lean in experience and more of an immersive experience. So you’re somebody if you’re all lean in person, you want to have your hand on the mouse, you want to be doing stuff and clicking stuff, using tools, getting it, being able to make your way around something in a much more sort of game like immersive way or you lean back where you want clinton served up and you want a video to watch you want cem really compelling copy to be able to read that packages things really nice. So if i don’t know what kind of used ru ru, time strapped. Even are you the kind of person who okay, i need to read three headlines here scan and if i don’t get it, i’m out of here. Are you that kind of a person? So for example, if we’re talking to potential major donors, most of them are times trapped, so you need to be able to know if that’s a really major consideration a limitation for them. How did you build your user experience? So you’re gonna satisfy their needs and expectations, so if i don’t know that stuff about you and i let’s say, i think that because i have so much important information to say, i’m going to put it all up here, i’m not gonna prioritize that i’m not gonna make a hierarchy. Meanwhile, you have about forty five seconds to teo give to my website, i’ve lost, yeah, yeah, i’m not gonna find what i’m there for. I had a goal when i arrived and i have not met it and i gave you a minute before, whatever the i mean, the stats were probably even shorter than that on i’m departing and i only looked at i wasn’t deep it all i looked at. One maybe two pages or something, and i can’t find the beginning of what i’m looking for. Okay, so we need to know all these different constituents so well, because we’re going to start to build a fictitious person, right persona. Exactly. Okay, wait there yet can we start with that process yet? Or is there more to do yet? Well, you have tio no, then you start to give you want to understand who they are, their cycle graphics and what their relationship to the issue is. You want to be able to them, not about what they’re what their needs are on the website, with their expectations or what they’re coming there with, and then what their goals are. What is it that they actually want to get out of the website? And once you start to do that, you start to get a blueprint of these individual users and what they’re going to one of the things thie examples i shared in the work dahna wass klein, it’s actually also health related. This was for a client in the area of cancer screening. And if you go into a google search right now, i i challenge you. Just put in cancer screening in google and you’ll see what comes up with a top ranking websites and their deadly i think it’s just an avalanche of coffee and information on text to make your way through, i think of the average site web md or or even cancer dot org’s yeah, there’s just there’s, so they have millions of pages. It seems like and it’s all very text intensive, and i’m not sure how well it’s uh, how well it’s organized you’re tuned to non-profit radio tony martignetti also hosts a podcast for the chronicle of philanthropy fund-raising fundamentals is a quick ten minute burst of fund-raising insights published once a month. Tony’s guests are expert in crowdfunding, mobile giving event fund-raising direct mail and donor cultivation. Really all the fund-raising issues that make you wonder am i doing this right? Is there a better way there is? Find the fund-raising fundamentals archive it. Tony martignetti dot com that’s marketmesuite n e t t i remember there’s a g before the end, thousands of listeners have subscribed on itunes. You can also learn maura the chronicle website philanthropy dot com fund-raising fundamentals the better way debra and i have been interrupted twice, now way. We’re doing our best. We were when you’re non-profit radio and you’re not bloomberg or cnn sometimes have to share the stage on dh that’s what’s happening at ntcdinosaur, wearing stage with the one of the generous sponsors of ntc bm they have the stage now, so deborah and i are behind the stage and that’s what happened the first time, and now it’s happened a second time because i had to help the help response to start their program, but we’re unrelenting, debra or not, we’re not. We’re not giving up it all that’s. Why it sounds a lot different, but the substance is still here. Thank you for your patients, deborah way. Will person twice thank you very much. So where we were at stage, where i’m getting lost in millions of pages, seemingly millions of pages of cancer data from my search, andi, i’m frustrated and leaving, right? So of our client came to us with a problem, and that was, uh it was actually a particular province and candidate was alberta health services, the agency that’s responsible for delivering health care there, and cancer rates were going down, and they wanted us to put up a website about screening so that people could understand what they have to do and why it’s important all the details and how do you prepare for it and all of the questions sametz all these other sites, so we started to dig in a little bit more about who were the users who were the people who are going to come and use this site, and something started to really emerge for us and that especially in that age category of women between forty and sixty and these are the people, especially when you’re talking about breast cancer were really, really confused. I don’t know what it’s like in america, exactly, but in canada there are different guidelines depending where you live. So the provinces have their own individual guidelines for wednesday. Appropriate time to get screened for various things nice. And then there are national guidelines. And, uh, the national guidelines changed about a year and a half two years ago, and this kind of created a lot of confusion and and there’s a lot of information being put out a lot of media reports and it’s just normal human behavior when you have a lot more information on a lot of confusion, what do you do? You don’t you? Yeah, yeah, yeah. You throw your hands up in frustration and hope for the best right? How people stop getting screened in the same numbers. So that was the problem. So recognizing that was the problem. Sort of talking to women like this understanding who they were. Thiss forty. And this became our bull’s eye it’s woman forty to sixty and who? She wass how she interacted online, what she needed. They did not want a lot of information. They just wanted simple, clear answers. Please, will someone tell us what to do? Does it? Forty? I get screened is a fifty. I get screen, we don’t know. So we set out to make a website that really fulfilled those needs and the website welcome to go. Get to it. It’s screening for life dot c a and it’s. Very simple. Four is the number four no it’s not spelled out fo r. Okay, so what we did is we created a little tool that greets me when you arrive at the website there’s there’s. Just a big question that says not sure if you need to be screened for cancer and it asked you just click on the right figure and find out and there’s uh, two silhouettes of a man and a woman there. And you picked the right one for you. Oh, and as soon as you click on it, you get this slider where you can just now slide your age. And as the slider changes, the silhouettes changed shape. So it looks if you go down for anyone who’s going to look like a twenty one year old little bulge in the weight get into the fifties. Exactly. So it kind of is a little neat. We gave some buddies people something to interact with right away. So it gets you engage gets you a little bit closer the website, but right away, as soon as you say okay, female slide fifty four boom. You have your answer, and then it gives you just very, very basic information about what you need to know. And if you go no further than that on the website and that visit, we’re totally happy we don’t need you to go anywhere else. We know that you have the very basic information if you want to keep going, there’s a lot of information, if you want to figure out howto prepare for oscar, you can do that way need to relate this back to use their personas, right? But because we had done our homework way up front in terms of figuring out this was the problem there a bunch of users, for example, that cervical affects young women from the wallet text women for the time in the sexually active colorectal cancer affects both men and women. But we understood from doing we did personas for all of those people. We even did persona because the client wanted us to for the boyfriend of the the young one. Excellent. So because of that, how hiv affects that, but what i’m saying is because we did all these personas. And we understood what the problem was. We understood that the most important user was this forty to sixty year old women that’s, who was coming that’s, who were those that’s who was seeking the information most that’s, whose expectations we needed to fill right away. And we knew that we had to do it in a very simple way, without having to make them dig, because they didn’t want all that information. They wanted a simple, clear answer. And we didn’t have to make them. Process of the persona you had said earlier. They get to the point. They even have they have names, wey? No, because we don’t. Our research, we know their online behavior gets to the point of we know what? What sites? They get their news from regular. That sites they go to regularly. What kind of detail in these fictitious people? Okay, that’s. A little bit more of the media profile when you talk about how they consume good times. That’s it important for these particular women? What we what we drill down into were things like where they lived professionally, what their relationship was, for example, way have different personas when we’ve got to our primary one. So we had one where she was kind of a professional woman in that she’s familiar with, uh, online et cetera her motivations to start taking better care of herself. She’s had a friend. Who’s died from breast cancer. We fill in all these these things and her motivations because she has had a wake up call. And she wants us to start taking better care of herself and that’s. How she’s going to come to be investigating cancer screening way had another persona, she’s more of a rural person who lives in alberta, not really taking care of herself very much kind of is like that stop broke don’t fix it sort of thing. I don’t run to the doctor and everything, but her children are the ones who have been after her. They’ve been reminding seen the news they’ve been watching it so the influences in life so this sixty year old person lives on a farm and who’s who’s like this, stoick, the staunch stoic who really doesn’t have a lot of, you know time for doctors, but it’s at the urge of her daughters, who are making her pay a little bit more attention and start to take care of herself and get scream. So those that that’s the kind of information, then once we have that what air there needs online, what did they do? How does that? What is this woman? He’s? Very two different people knowed how do they interact in the online world? Oh, and again, that comes into the speed at which we want to serve up information the tool which we wanted to do not make people read a lot, because we had our rural women in mind, i didn’t want to give it that sort of very text, you know, dense copy information. So those air, how those pieces start to unfold and then the goals, of course, what do they want out of it? That may be a little bit different as you go in, like our professional woman, she may want a little bit more deeper information for those of the kinds of things, okay, sense, yeah, yeah, and the that i mean, clearly that the time is considerable for doing the research to create these goes into creating the personas dahna but i you know, i think that if you really want people to achieve their goals on your site and achieved their goals, not your goals for the for them, but achieve their goals on the site, it seems it seems very clear. Yeah, i ask helen yeah, takes time, but in terms of time, how long is your site going to be up? No, that would be the ants and don’t you want people to be successful on it every single day? Not just occasionally, when someone has more time to spend than the average. So if you spend three weeks creating these personas three to four weeks doing that up front, my my suggestion is that it’s a really worth investment of time when you’re gonna have a site that’s up for two to three years, who who creates the personas and we want to avoid website by committee when you mentioned earlier who’s actually sitting down and creating the people in willing up my world because i work at an agency, we provide that service and we do it though, in a collaborative way with clients. So we will talk to them about what we’re going to be doing will inform them of what kind of research tools will employ. We might be talking to them are usually almost always talking to them and talking to some key stakeholders within their organizations in addition to outside users. And then once we have started to get a handle on, it will have a meeting will sit down with them and review the research, review the findings with them and then the final personas they have to approve everybody’s got to be in on it. But we do provide that service. Okay, but non-profits khun do with themselves you can. There are ways to do it. We left in our workshop we had actually a worksheet that we handed out. We actually asked everybody okay, pick a website that’s near and dear to your heart. Pick one user and now fill this out and we gave them all the areas to fill out. And then we had a couple volunteers come up and norvig breathing after bring up their website, then walk us through the use. Of ok, so it can’t be done internally, but with time, commitment, but obvious value benefit at the at the end of the process, user personas, percent. Okay, something could be a lot of fun, too. It can be actually mean they’re used, they become your little family. Yeah, yeah, you get to know them very well. Ugo. Alright, thank you very much. Well, thank you, my pleasure. Deborah sharpe is digital director at manifest communications in where we’re in a hurry in ontario, in toronto. Thank you. Alright, excellent, thank you very much. You’re listening to tony martignetti non-profit radio coverage of anti season non-profit technology conference, and i want to thank debra for being a good sport and two interruptions. Now we’re in the back alley, almost of the of the science fair, but the substance is still valuable, so thank you very much, debra. Next week, you’re engaged board with michael davidson. If you missed any part of today’s show finding on twenty martignetti dot com, where in the world else would you go pursuant, you’ll raise envelopes more money. I’m not talking those number ten’s with your logo on them that is, sitting in your office, waiting to be stuffed by volunteers. I’m talking about those fourteen by twenty inch padded numbers filled with money, pursuing dot com our creative producers. Claire miree off sam liebowitz is the line producer, shows social media is by susan chavez, susan chavez, dot com and our music is by scott stein. Be with me next week for non-profit radio. Big non-profit ideas for the other ninety five percent. Go out and be great. Kayman like what you’re hearing a non-profit radio tony’s got more on youtube, you’ll find clips from stand up comedy tv spots and exclusive interviews catch guests like seth gordon. Craig newmark, the founder of craigslist marquis of eco enterprises, charles best from donors choose dot org’s aria finger, do something that worked, and levine from new york universities heimans center on philantech tony tweets to, he finds the best content from the most knowledgeable, interesting people in and around non-profits to share on his stream. If you have valuable info, he wants to re tweet you during the show. 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Nonprofit Radio for June 20, 2014: The Logic Model & User Personas

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Cindy Gibson: The Logic Model

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Cindy Gibson, our grants fundraising contributor and principal of Cynthesis Consulting, goes into detail on this visual depiction of your outcomes and why funders are increasingly asking for it. And what’s the Theory of Change got to do with it? These annoy many grantseekers, but we’ll put your mind to rest. df

 

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Debra Sharp: User Personas

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Me with Debra Sharp

What is a persona? Why are these fictitious people important to your website? How do you build them? Debra Sharp is digital director at Manifest Communications and we talked at the Nonprofit Technology Conference (NTC).

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Oppcoll hello and welcome to tony martignetti non-profit radio big non-profit ideas for the other ninety five percent you know me, i’m your aptly named host and i’m very glad you’re with me. I’d suffer ankle oh, sing sponder leitess! If i learned that you had missed today’s show the logic model cindy gibson, our grants fund-raising contributor goes into detail on this visual depiction of your outcomes and why funders are increasingly asking for it. It annoys many grantspace occurs but well put your mind to rest and user personas. What is a persona? Why are these fictitious people important to your website? And how do you build them? Deborah sharpe is digital director at manifest communications, and we talked at the non-profit technology conference and tc on tony’s take to have you been paying attention to your state registrations in each state where you solicit donations responsive by generosity. Siri’s hosting multi charity five k runs and walks. I’m very glad that cindy gibson is back. She’s our practice. Temic, she has a phd. Yes, you’re our practice. Temic. She has a phd and over twenty six years of experience with non-profits, she has led leader she has had. Leadership roles in several national foundations and non-profits. She was a non-profit times top fifty power and influence, sir she’s principle of synthesis consulting that c y en th e s i s and you’ll find her on twitter as at single bh si n g i b welcome cindy gibson. Hi, tony, glad to have you back. What’s this, so be here. Thank you, what’s, this logic model all about. Well, it’s, do you want me to say what it is we’re talking about? Well, tell us what it is, and we’ll get into what it’s about, i guess, okay, what is so logic model is basically just a visual depiction of what a non-profit or a foundation or any kind of organization is doing, why they’re doing it to what end? And then also outlines and stipulates a set of outcomes or out puts that the organization wants to see from those activities. It’s, it’s almost like a flow chart of hey, okay, a flow chart and why here? Why is this? Ah, well, yeah. Okay. Wireframe ders asking for it. Well, funders have been asking for logic models for a while. Um, and it’s it’s. You know, i can’t pinpoint the exact time, but it was about ten years ago. It really sort of first on the scene, this whole notion of a logic model. And then along with that came the phrase theory of change and sometimes those two things air used interchangeably. Um, for good reason. But for some reason the jargon, um, was unsettling to a lot of grant acres and looking at if you look at one of these flow charts, it can be very intimidating, and it can look very complicated, ah, and daunting and a lot of non-profits just didn’t see the value and spending time putting together this kind of this kind of structure, so there was a lot of pushback about it, and there still is some eye rolling, but i think gradually a lot of non-profits the ones i’ve worked with, most of the ones i worked with and for that i know of have actually found the exercise to be pretty helpful. Okay, now we’re in an increasingly visual society, so that could be a part of me were certainly on the web in social networks visual is ruling video is ruling, so that could be a part of what’s happening what’s happening here as well? Um, yeah, go ahead. Well, it’s also, you know, i think that it’s also that some of this workers we now in the sector and particularly lansbury’s, become a little bit more technocratic. Um and we know that the technocratic sort of they like their charts in the and there, you know, i had to say personally, when i see these kinds of charts. Sometimes my eyes glaze over a little bit because i don’t resonate with that. And i know that that’s a different kind of learning sometimes some people like that stuff, they learn from it very quickly when they see something diagrammed and deconstruct a bit others down. So again, that’s that can be very daunting to people still a lot of information in the one moflow chart, but some people it does really resonate. Yeah, and i actually i have actually a different reaction to it. You showed me an example of one, and we’ll have links will put links on the on the takeaways in the facebook page so people will be able to see these but the one you showed me, but i have a background in it, my back to my college days with information systems, and we usedto chart logical processes through ah, you know, ah, proposed information system like a sales system or an inventory control systems like that. So to me, it it actually helped a lot, but i could understand why somebody who’s not used to the visualization and the arrow’s pointing from one to the next could be a little off put by it so i can understand that. Yeah, all right, can i say that? You know, i think people what i do with ease and i think why i totally agree with you? I i think logically, and i like deconstructing things like that in my head. I think that you can do that in a way that doesn’t have to be, you know, into a chart necessarily you could do it in a narrative, but the concept behind it is the same, which is, you know, sitting there for forces organisations to sit there and be very clear, a doubt, their goals, and then what they’re going to do to reach those goals, what their strategies are going to be, and then how they’re going to measure that and very, very quantifiable in some ways and quantitative terms that really important and it’s it’s a really useful exercise because it really, really again pushes non-profits to be very clear about why they’re doing what they’re doing, and it can actually help them down the road, look at what they stipulated and figure out whether they’re on the right track as they go along, and if not you know how to tweet that it’s very, very clearly stated, okay, so so so it’s got value with your outcome is visualisation ah, visual model or a narrative there’s still value in it, but your point is, more funders are looking for the usual the visualization that’s sort of the flow chart. Yeah, and, you know, as a former funder and someone who works with a lot of funders, i still, um i think it’s a valuable exercise. And i should say, as an aside, i think it’s important to emphasize that this is not, you know, an exercise that non-profits just sit down one day and dio it’s something that takes time. It should take time. Um and it usually does, because once you get a group of people who worked for a nonprofit who are very different in some ways the board, the some of the stakeholders, whoever you want to have in this process, they’re all going to have different ideas and so getting consensus around that and then clarity in terms of what everyone wants to do and what they see is important and getting that down and nailing that down in a very structured way. Is not an easy or overnight task, so you could oh, i think when you send when i was a funder and a again, i it’s very helpful for me to see and know what that organization is doing, that everyone’s behind it, and then that’s going to be there sort of framework going for it’s just a very helpful tool for both the thunder and the organization. I think from a strategic planning perspective to perhaps sounds exactly on i was just going to say that a lot. It’s not a coincidence that, you know, this exercise has become almost during er and strategic planning. Now, i should say the flipside of that that’s not to say that non-profits have to spend, you know, five hundred thousand dollars hiring, you know, big consulting firm to do these kinds of there. There are people who make money on this. Um, well, i think it’s helpful, definitely toe have somebody help walk you through this and challenge your assumptions and put this together with you? On the other hand, i don’t think it has to be something that lasts for a year and costs a lot of money. A lot of this work and i can talk about this. I can send this to you and put the put these up in the length. There’s a lot of tools out there to help non-profits do a lot of this themselves, okay, we’re going to go out for a break a couple minutes and then send you and i are going toe talk in more detail about what the pieces of this are s so we’re not just talking about the the abstract, but already, okay, so stay with us. You didn’t even think that shooting getting, thinking, you’re listening to the talking alternative network, get in. E-giving good this’s, the cook said, wear hosting part of my french new york city, or guests come from all over the world, from mali to new caledonia, from paris to keep back. French is a common language, yet they all come from different cultures, background or countries, and it common desires to make new york they’re home. Listen to them, shed their story, join us, pardon my french new york city every monday from one to two p, m. Oppcoll are you stuck in your business or career trying to take your business to the next level, and it keeps hitting a wall? This is sam liebowitz, the conscious consultant. I will help you get to the root cause of your abundance issues and help move you forward in your life. Call me now and let’s. Create the future you dream of. Two, one, two, seven, two, one, eight, one, eight, three, that’s to one to seven to one, eight one eight three. The conscious consultant helping conscious people. Be better business people. You’re listening to the talking alternative network. Oppcoll dahna hi there. Welcome back to big non-profit ideas for the other ninety five percent. Sorry, i can’t do live listener love today. We are pre recorded today, a couple of weeks early, but of course i send the live love. I just can’t do it explicitly. City by state, city, by city and state by state and country by country but live love live listener love to everybody who is listening live. And, of course, those pod class pleasantries always go out to the nine thousand people listening, wherever you are. Car treadmill, subway airplane pleasantries out to the podcast, listeners. All right, cindy gibson, let’s, get into this damn thing! Well enough abstraction. Now, andi let’s, let’s, hold off on the theory of change, which you mention because that’s a bigger that’s, a biggest little bigger subject. But aside from theory of change, which we’ll get to what? What belongs in our logic model. So this is important to this. Preface this and say again ah, sometimes it’s easy to get wigged out when you look at centre’s, funders have their own templates of logic model that they want non-profits to fill in so there might be they might. Ask for elements that you don’t necessarily have or have thought of if, for example, fill a couple years ago, i scanned about twelve or fifteen ah funders request for logic models for their grantmaker and then i also looked at different templates that were available to help non-profits do this, and they were all different, that there was really no standard. So so what i did was i actually just sat there and distilled some core components of logic model that i think everyone can use, and then you have that core and so that whenever anybody asks you for something different, at least you have that basis to work from, and the core is pretty straightforward and your goals long term goals, mid term goals, short term girls, sometimes people break those out that way. Other times people don’t ah, a theory of change, which you mentioned, which is something we can talk about later we will, which is what briefly it’s, just a series of if then statements about how your organization believes change is going to occur. Then there are objectives that you will stipulate that the, you know, basically what you want to accomplish through your work and how those will help you reach your goals. Um, the strategies that your organization will use and by strategies that can be anything from doing research teo. Advocacy to community learning to technical assistance. Those air strategies on ben. Finally, you get down to the activities, the specific things that your organization is going to do on the ground. You should also include a target population. Who are you targeting to either work with or work on behalf of who’s going to benefit from your work? Um, and then the the outcomes that you hope to see now i should say that a lot of funders discern make a designation distinction between outcomes and output. And there is a difference. Go home. Outputs are quantifiable numbers. Um, and outcomes are usually, uh, something that that results from those outputs, for example and output would be we got, you know, fifty children immunized in our community andan outcome of that would be that the rates of children contracting the disease decreased because the result thank you. That’s helpful example. Thank you, let’s. Go back to the to the goals you mentioned it’s. Sometimes done. You say long term. Medium and sorry, short term, long term in medium goals. What kinds of terms are we talking about? What’s, short, what’s short, mid and long. Well, you know, again, this is it varies. You know, some organizations are very explicit. Um, about and i think it’s easier for organizations that do provide pretty concrete services because they can say, you know, in ten years we’re going to be serving this many people it’s much clearer than it is, perhaps for organisations that doom or advocacy activities. But it really is up to the organization to decide that unless of your being asked by a thunder too, to be very clear about where you think you’ll be in ten years or five years, you know, it varies and short term generally i just sia’s, you know, over the next year ah, mid term is probably over the next three to five years. And then long term is, you know, the next ten to two whenever so that’s generally my rule that i use. But again, it’s very okay, let’s. Go let’s, let’s talk a little more about the strategies because the strategies air sort of the general leading to the specific activities. Is that right? Is that right? Yep. Okay, um, and you mentioned a couple strategies like research and community learning and, um, advocacy things like that. Um, do you do you break those out into each bye bye. Each goal. Do you have to do that by each goal? And instead of goals and objectives, or you don’t have to? Well, you know, again, it depends. I mean, i as my way of doing it is i actually start with goals. And then for each goal, i tried to have at least one objective, if not more. Ah, and then once you clarify those it’s pretty clear what you’re going to do in terms of strategies. Buy-in strategies don’t have to match up with each goal or objective, but it’s usually gonna work that way. You know, if my objective is to ensure that my state legislature, pat you know, passes x number of of provides funds for x number of programs over the next five years, what are my strategies than that i’m going to use to get to that objective? So, that’s why the flow chart is so helpful because it makes you start with the end? Goal in mind, which any strategic planning expert will tell you is the heart of a good strategic planning, and then go walk yourself down back into it. How are you going to get to that point on? So your strategies, we’ll help you do that, and then those strategies lead you to, you know, if i’m gonna work on a legislative issue, are you encouraging public policy makers to allocate more funds for something? Clearly? You know, one of my activities is going to be meeting with state policymakers differ from your briefings with them. Yeah, so that’s sort of just workflows down one, okay, so so it sounds like it would help to start from from the end increase in creating the whole logic model starts from start from the end on dh working backwards, absolutely. And and that’s. Why? I think i said on a previous show that i did with you, it actually brings together the two big pieces that a lot of non-profits tend to fall into two camps, you know, again, there’s this one camp that are very good at talking about the big goals in the vision and the problem and the theory of change and you know, but they’re not particularly good at saying how they’re going, what they’re going to do to get tobacco hole and then there’s this other group of non-profits they’re very good at saying, well, we’re going toe, you know, do a bunch of of activities are community here they are, but there’s no connection with those activities to larger goal. So this exercise is a really good one toe help bring all of coherence to everything this organization does and why it’s doing it? The theory of change. You you had mentioned that it can stand alone, or it could be a part of your logic model let’s dive into that. Now what? What is the theory of change? These if then statements? Yeah, the theory of change is is basically, as they said, a syriza if then statements that explain how your organization believes change is going to occur. We believe, for example, we believe that if x success is in place than accept sexual occur, so an example is, if you know, your organization works on homelessness. Um, you might. Your theory of change might be that, you know, homelessness is going to be resolved when we have more affordable housing for people versus an organization who actually believe that change is going to occur by insuring public policies that prevent poverty that leads to homelessness. So those air two different theories of how these organizations see change is gonna happen. There’s no right or wrong it’s just being very clear about how you think that you’re going to get changed around a particular issue, our effort that you’re doing and so so how do you get to that? So that’s your that’s your goal? If you believe that homeless is going to be resolved with more affordable housing than start with that, and then what are your assumptions behind that? Well, you know, our assumptions are that people need housing and they don’t have it or they don’t have access to it. So if we build more housing, then people will have access to low income housing. So you start with this again and goal and then talk about so what am i assuming when i say that it’s going to be resolved this way and everything that we say that we’re going to dio or we thinks gonna happen has a siri’s. Of assumptions behind it, whether their political, whether their ideological, whether there is something you believe or your organization believes. Those are assumptions about how you’re going to get changed. And you want to know that a theory of changes and you want to be explicit about what those assumptions are exactly. I mean, i can give you an example. Please think examples are very helpful here. Okay. So let’s say that your goal is to reduce the number of young adults who use ah, methamphetamines or drugs. Assumptions about the problems could be something like reducing availability of methamphetamines is an effective strategy to combat it’s you. Another assumption might be delaying initiation of meth use. We’ll decrease the demand for those drugs in the community. Another might be a community can change access to meth. Um, as a precursor to other chemicals and drugs. So then the theory of change become something like, um if if my organization invests time and money in decreasing the mass production in my community by inhibiting access to it, um then local meth production is likely to decrease. Then you go on to the next one. If then that is decreased if access to mathos decreased than the use of that drug is likely to decrease. And then the next step is if i use prevention efforts or advocate for those to include matthews in those prevention, drug prevention outreach efforts than young adults are likely to delay that youth. So the theory of changes dahna when a community comes together and implements multiple strategies to address young adult use of meth in a comprehensive way, young adults will use left that’s, your theory of change. Okay, um, and in that you’re identifying the people, we’re going to be involved in this populations, a friend and what what they’re what the outcome’s gonna be and how you’re going to achieve them. So it’s. Like who, what and how krauz where i’m looking exactly? It’s, it’s, pretty much the three components, populations, outcomes and strategies. Okay, okay, onda geun. We’ll have links on the facebook page, so i think that will. That will help a lot. Let’s, talk about this as sort of a za broader look a little more into the the strategic planning value of this. I mean, it’s starting to become pretty clear as we’re talking about it, that that a lot of constituencies should be involved in developing your theory of change in your and your and your your logic model home. Yeah, i think you mentioned the board. What about getting people? What about getting the actual people who are benefiting from the services? Is that is that a possibility? I think that’s critical, i mean, my personal opinion because i do a lot of work on civic and reg resident engagement in buy-in non-profit work, so i feel very strongly, personally that you should have, um, stakeholders, whatever they are, whoever they are, whether they’re organizations that you work within the community to do your work, or whether they’re people that you who’s who benefits from or use your services or programs should be at the table when you have these conversations, i think they could be invaluable in helping organizations construct realistic outcomes and output because they’re on the ground and they base, they know how things work in reality? Um, well, i’ve seen organizations invest a lot of money in time and doing very, very strong logic models have had very, very seemingly clear outcomes that they’re going to use to assess private progress, but then when they start implementing their programs and they they haven’t involved people who are participating, those programs there they find pretty quickly that the outcomes they thought were goingto happen or that were important are either not happening or not very important to the people involved who who may see outcomes very differently from somebody not directly involved in those programs. So the more you can bring in, um, you know, some of those people tto have these discussions in in a strategic planning discussion as well. I just personally think you’re you’re goingto come out stronger in the end, particularly in terms of what you’re you’re trying to achieve and how you’re going to measure it. Those those same problems could also come from having a faulty set of assumptions at the beginning, and the people who are on the street on the ground are goingto challenge your faulty assumptions. Great point, i think that’s absolutely true, and that does happen. Um, and again, if you’re not clear about the assumptions at the beginning or your, which of course, than feed into your whole theory of how you’re going make something happen of your you’re not goingto your you’re pretty much screwed. Yeah, that’s i mean, that’s the beginning here, if your assumptions or faulty everything flows from those that’s right, that’s, right? So the more checks and balances you can have built in the stronger your model’s going to be okay, you gotta ask some difficult questions and be willing to teo even defend or change your aled different stages, including the assumptions, yeah, and that’s, why again, there’s no right or wrong and a lot of these, i mean, different organizations clearly work on similar issues have very different ways of seeing that issue, you know, conservative non-profit it’s working on, um, an issue of teen pregnancy is going to have a very different theory of change than a more progressive organization working on the same issue, and they’re going to have a very different set of assumptions. That doesn’t mean those assumptions were wrong or right. It’s just about making sure that everyone you’re working with in your organization and outside of it that you’re working with and targeting is all on the same page about those assumptions. Cindy, you gave me a sample logic model to look at could because that’s something that i could put on my blogged associated with this post or with show post for this show, probably not, but i can send. I will give you links, teo. A whole number of resource is that do have examples of them included. You know, the caliph foundation, for example, has a really terrific logic model workbook. Okay, it’s pretty thorough. And it walks you through the process, and there are examples in there. Um, internet has one as well. Again, there are a lot of templates out there that include ah, really? Good example. Okay, we have to leave it there, but we’ll put the will put the links on the facebook page and the under my posted a cz part of my posted takeaways. Cindy, thank you very, very much. Oh, you’re welcome, it’s great. Thank you. You’ll find cindy on twitter at caen, gibb and she’s principle of synthesis consulting. We are sponsored by generosity. Siri’s you know these folks, you know. Dave lynn cielo they host multi charity peer-to-peer runs and walks. If you’re thinking about including something like that in your fund-raising mix, then i asked you to check them out. They do all the back end work so that you can focus on getting participants and fund-raising which is the whole purpose, right? They so they cover these the things that you might not have thought of until you blew it on the first one, and then you realize it on the second one, like portable restrooms and fluid stations and licenses and permits and race bibs and medals and photographs and professional chip timing. Yeah, there’s a lot that goes into this that’s, the back end stuff that they take care of. They have events coming up in new jersey, miami, atlanta, new york city, philadelphia, toronto, talk to them. If you’re thinking about a run or walk and please tell them that you heard about them on non-profit radio, you can get dave lynn at seven one eight five o six nine triple seven seven one eight five o six, nine triple seven or on the web. They are generosity siri’s dot com charity registration you’re supposed to be registered with state authorities in each state where you solicit donations are you? You may ask, what is a solicitation any of these email, postal mail a donate now button on your website and the channels that drive people to that donate now button there’s a lot more about charity registration on my blogged because it’s a part of my practice and the blogger is tony martignetti dot com just search the phrase charity registration that is tony’s take two for friday, twentieth of june twenty fifth show of the year now my interview with deborah sharp on user personas i want you to know that a scheduling conflict forced debra and i off the stage osili debra and me, right? Debra and me forced debra and me off the stage at at ntc, we worked, we worked things out where we reconvened, but we had to move twice, so you’re going to hear a couple of breaks in the audio is going to sound a little different because we’re standing. We’re sitting in a different place than where we started, but we persevered. So that’s, some of the some of the brakes that you’ll hear here’s that interview welcome to tony martignetti non-profit radio coverage of ntc non-profit technology conference two thousand fourteen use that hashtag it’s fourteen and t c with me now is debra sharp, she’s digital director, manifest communications and her workshop topic is user personas it’s not about you it’s about them. Deborah sharp, welcome to the show. Thanks, tony. Pleasure to have you on dh just come a little closer to the mike, would you please so that everybody can hear you? Thank you, user personas i know very little about them, so i’m not gonna even try. Why don’t you explain what they are and why they’re so critical? Sure, well, there are they are really essential part of web development and you’re only going to get as good a website is thie kind of strategy and thinking that you put into it at the front and and part of that fun end is creating these user personas, which are really fictitious people there people you make up, but they’re based on very real segments. There’s supposed to be able to help you understand who were the users coming to your website and what do they need? What their motivations? What? Their goals when they get there because what’s really deadly, especially working with with non-profits but it happens with all kinds of organizations and companies is that you get website development by committee from the people who work inside an organization was all about what they want to say to people, what they have, what they think is important, what they want to put out there, and often what happens is they just don’t have a good understanding of who’s actually going to come to the website and why they’re coming and what’s most important to those users. So that’s, what user personas will help you do? So we need to be thinking about who the people are that’s come that air coming versus what we want to say and put out as sort of a bulletin board for them all to read right and be able tio create a hierarchy, even of information and of users as well, because there’s a lot that goes into thinking about what what a user is, and when they come to your site, you might think that let’s take a non-profit you might think you’ve got your your clients with people, use the services of the organization, you may have volunteers, you may have donors and all of those may then segment into teo different groups themselves and what happened sometimes i’m sure everybody’s been to a website like this where you have no idea where what you’re looking for is it’s like, how do i get there? And i’m clicking and i’m going here and i’m going there and about three or four kliks later, i’m still getting frustrated and guess what? I’m out there leaving, you know? Yeah, and not all of those users may be of the same priority of the importance, for example, just gonna give you an example that we worked on. We’re going so many, but one of the things i shared yesterday was a thiss was a consortium of healthcare organizations who came to us, and they wanted to get a very public conversation started about the expected tsunami that’s coming and health care with our aging population something like in twenty years, there’s going to be something like have two times as many people over the age of eighty and four times as many people over the age of sixteen that’s going to be quite a dent in how we care for people and many of them with chronic health care conditions. So this consorting with all kinds of health care organizations really wanted to be able to put some african scene policy for conversations that there they thought they came to us and they said, okay, we have to reach those people, those people who are going to be over sixty. We did our research, we did some homework, we started put looking at user personas who were the people involved in this conversation, and we did what was really revealing with some social media listening we did and what we found out and this in social media listen, i’m a great advocate of that because it’s very, very natural setting in which to be able to get information surveys are great focus groups could be helpful, but they are artificially set up context so that people are very aware of what they’re answering their very where, what they’re saying, where in social media you’re actually being able to judge in evaluate what people are saying when they’re not being observed, when they’re just commenting on blog’s and when they’re talking to each other. And what they’re sharing, what their concerns are and what their challenges are, what they’re pissed off about and what we found out about out with that is that it wasn’t the direct users, it wasn’t these people over sixty was their children, so we’re talking people in their forties, so the other ones who were talking people in their fifties, those are the people who are worried about what’s happening. So when we created the website that’s who we had in mind, okay, uh, we are we’re going tow pause for second america’s the is the the team here to do a demo? Okay? We’re going to pause for a second. These user personas then are really quite critical. How do we get started in the process of creating one? Well, and we’re going to create many right, all representative of constituents, different groups, exactly so there’s its research and in a number of different ways. First thing to look at this historical data so you want to be able to look at your your website analytics, and everybody should have google analytics it’s free it’s one of the best ways to be able to measure what’s happening on your website who’s coming what they’re doing there and that’s what you really want to dig down into sea what are people doing right now on the website that’s? One of the biggest ways that you have to learn the second thing you want, teo does that? Does that include knowing where they’re coming from, where the good referral sites are? Sure, okay, i mean, it might just be from google itself or i mean now the referral traffic isn’t necessarily gonna help you in determining how you’re developing your website. I mean that’s more about marketing and how you’re reaching people driving traffic to the website. But all of that is gonna be helpful. A cz you plan to make any kind of a redesign start any webb’s not start a new one? Obviously because you won’t have extended in the redesign. Then you’re gonna wanna survey people that’s always helpful. So you haven’t existing website. Put a survey up, ask people questions about what they’re finding about the website right now, what’s most important to them what the information they’re looking for. Are they able to find what they’re looking for? You just ask the more full denture. Things about, uh, that’s going to give you information and understanding how they’re approaching your website right now, then you’re gonna want to talk to you, major stakeholders and you’re gonna want to do one on one interviews and that’s gonna be really that’s to me the most helpful in some ways because you’re really then starting to say, okay, lets get some donors to this organizations that want to talk about what’s important let’s get the people who used the services and talk to them about what’s important, etcetera, etcetera and even internal stakeholders. You want to talk to people within the organization? Start getting a sense of what’s working what’s not and even blue sky. What, if anything that you would like to see here could there be here? But then, once you start doing that, then you have to get the information on who these people are and how they interact with the web and that’s one difference that’s. Very important. We worked with some amazing clients, and most of them have truckloads of audience research. They know who their audiences are, but the kind of research that you have, a kind of data you have on people in the offline world doesn’t necessarily translate to online by that, i mean, so tony, if i were to talk to you and i’m trying to figure out what kind of an online user are you? A two point, oh, user, do you like to share things? Do you like to talk with people? You like to have a community? Do you like to be able to know? Read stories about somebody else and what’s happening in their life? Are you a lean and hurling back person? What i mean by that is way called someone a lean in experience and more of an immersive experience. So you’re somebody, if you’re all lean in person, you want to have your hand on the mouse, you want to be doing stuff and clicking stuff, using tools, getting it, being able to make your way around something in a much more sort of game like immersive way or you lean back where you want clinton served up to, and you want a video to watch or you want cem really compelling copy to be able to read that packages things really nice, so if i don’t know what kind of used ru ru time strapped even. Are you the kind of person who? Okay, i need to read three headlines here scan and if i don’t get it, i’m out of here. Are you that kind of a person? So for example, if we’re talking to potential, uh, major donors, most of them are time strapped, so you need to be able to know if that’s a really major consideration a limitation for them. How did you build your user experience? So you’re gonna satisfy their needs and expectations. So if i don’t know that stuff about you and i let’s say, i think that because i have so much important information to say, i’m going to put it all up here, i’m not gonna prioritize that i’m not gonna make a hierarchy. Meanwhile, you have about forty five seconds to teo give to my website, i’ve lost, yeah, yeah, i’m not gonna find what i’m there for. I had a goal when i arrived and i have not met it and i gave you a minute before, whatever the i mean, the stats were probably even shorter than that on i’m departing and i’ve only looked at i wasn’t deep. It all i looked at one, maybe two pages or something, and i can’t find the beginning of what i’m looking for. Okay, so we need to know all these different constituents so well, because we’re going to start to build a fictitious person, right persona. Exactly. Okay, wait there yet can we start with that process yet? Or is there more to do yet? Well, you have tio no, then you start to give you want to understand who they are, their cycle graphics and what their relationship to the issue is. You want to be able to map out what there falik what their needs are on the website with their expectations or what they’re coming there with, and then what their goals are. What is it that they actually want to get out of the website? And once you start to do that, you start to get a blueprint of these individual users and what they’re going to do. One of the things thie examples i shared in the workshop pompel wass klein it’s not actually also health related, this was for a client in the area of cancer screening, and if you go into a google search. Right now, i i challenge you. Just put in cancer screening in google, and you’ll see what comes up with a top ranking websites and their deadly. I think it’s, just an avalanche of coffee and information on text to making your way through, i think of the average site web, md, or ah, or even cancer dot org’s. Yeah, there’s, just there’s. So they millions of pages. It seems like and it’s all very text intensive, and i’m not sure how well it’s, uh, how well it’s organized. You’re listening to the talking alternative network. Have you ever considered consulting a road map when you feel you need help getting to your destination when the normal path seems blocked? A little help can come in handy when choosing an alternate route. Your natal chart is a map of your potentials. It addresses relationships, finance, business, health and, above all, creativity. Current planetary cycles can either support or challenge your objectives. I’m montgomery taylor. If you would like to explore the help of a private astrological reading, please contact me at monte at monty taylor dot. Com let’s monte m o nt y at monty taylor dot com. Are you suffering from aches and pains? Has traditional medicine let you down? Are you tired of taking toxic medications, then come to the double diamond wellness center and learn how our natural methods can help you to hell? Call us now at to one to seven to one eight, one eight three that’s to one to seven to one eight one eight three or find us on the web at www dot double diamond wellness dot com. We look forward to serving you. Talking alternative radio twenty four hours a day. Lively conversation, top trends and sound advice. That’s. Tony martignetti non-profit radio. And i’m lawrence paige nani, author off the non-profit fund-raising solution. Debra and i have been interrupted twice, now way. We’re doing our best. We were when you’re non-profit radio and you’re not bloomberg or cnn sometimes have to share the stage on dh that’s what’s happening at ntcdinosaur, wearing stage with the one of the generous sponsors of ntc bm they have the stage now, so deborah and i are behind the stage and that’s what happened the first time, and now it’s happened a second time because i had to help the help the sponsors start their program, but were unrelenting. Deb and i are not, we’re not. We’re not giving up it all that’s. Why it sounds a lot different, but the substance is still here. Thank you for your patients, deborah way. Will person twice thank you very much. So where we were at stage, where i’m getting lost in millions of pages, seemingly millions of pages of cancer data from my search, andi, i’m frustrated and leaving, right? So, uh, our client came to us with a problem, and that was, uh it was actually a particular province and candidate was albert, the health services, the agency that’s responsible for delivering health care there, and cancer rates were going down, and they wanted us to put up a website about screening so that people could understand what they have to do and why it’s important, all the details and how do you prepare for it and all of the questions? Sametz all these other sites, so we started to dig in a little bit more about who we’re the users who were the people who are going to come and use this site, and something started to really emerge for us and that especially in that age category of women between forty and sixty, and these are the people, especially your time about breast cancer. We’re really, really confused. I don’t know what it’s like in america, exactly, but in canada there are different guidelines depending where you live. So the provinces have their own individual guidelines for wednesday. Appropriate time to get screened for various things on then there are national guidelines. And, uh, the national guidelines changed about a year and a half two years ago, and this kind of created a lot of confusion and and there’s a lot of information being put out, a lot of media reports and it’s just normal human behavior when you have a lot more information on a lot of confusion, what do you do? You don’t you? Yeah, yeah, yeah. You throw your hands up in frustration and hope for the best, right? How most people stop getting screened in the same numbers. So that was the problem. So recognizing that was the problem. Sort of talking to women like this understanding who they were. Thiss forty. And this became our bull’s eye. This woman forty to sixty and who? She wass how she interacted online, what she needed. They did not want a lot of information. They just wanted simple, clear answers. Please, will someone tell us what to do? Does it? Forty. I get screened is a fifty. I get screen, we don’t know. So we set out to make a website that really fulfilled those needs and the website welcome to go to it. It’s screening for life dot c a and it’s very simple for is the number four no it’s not spelled out fo r okay, so what we did is we created a little tool that greets me when you arrive at the website there’s there’s. Just a big question that says not sure if you need to be screened for cancer and it asked you just click on the right figure and find out and there’s two silhouettes of a man and a woman there, and you picked the right one for you. Oh, and as soon as you click on it, you get this slider where you can just now slide your age and as the slider changes, the silhouettes changed shape, so it looks if you go down for anyone who’s going to look like a twenty one year old, you’re going a little bulge in the ways to get into the fifty exactly so kind of a little neat. We gave some buddies people something to interact with right away, so it kind of gets you engage gets you a little bit closer the website, but right away as soon as you say okay, female slide fifty for whom you have your answer, and then it gives you just very, very basic information about what you need to know. And if you go no further than that on the website and that visit, we’re totally happy we don’t need you to go anywhere else. We know that you have the very basic information if you want to keep going there’s a lot of information, if you want to figure out howto prepare for oscar, you can do that way need to relate this back to use their personas, right? But because we had done our homework way up front in terms of figuring out this was the problem there a bunch of users, for example, that cervical affects young women from the wallet sex, women from the time they’re sexually active. Colorectal cancer affects both men and women, but we understood from doing we did prove sonus for all of those people. We even did persona because the client wanted us to for the boyfriend of the the young one. Excellent. So because of that, how hiv affects that but what i’m saying is because we did all these personas and we understood what the problem was. We understood that the most important user was this forty to sixty year old women that’s who was coming that’s, who were those that’s who was seeking the information most that’s whose expectations we needed to fill right away. And we knew that we had to do it in a very simple way without having to make them dig because they didn’t want all that information. They wanted a simple, clear answer, and we didn’t have to make them look for it. The process of the persona you had said earlier, they get to the point, they even have they have names? Wey? No, because we don’t our research, we know their online behavior gets to the point of we know what? What sites they get their news from regular. That sites they go to regularly. What kind of detail in these fictitious people? Okay, that’s. A little bit more of the media profile. When you talk about how they consume good times. That’s it important for these particular women? What we what we drill down into were things like where? They lived professionally what their relationship was, for example, way have different personas when we’ve got to our primary one. So we had one where she was kind of a professional woman in that she’s familiar with, uh, online et cetera her motivations to start taking better care of herself. She’s had a friend who’s died from breast cancer. We fill in all these these things and her motivations because she has had a wake up call and she wants us to start taking better care of herself and that’s. How she’s going to come to be investigating cancer screening way had another persona she’s more of a rural person who lives in alberta not really taking care of herself very much kind of is like that stop broke don’t fix it sort of thing. I don’t run to the doctor and everything, but her children are the ones who have been after her. They’ve been reminding they’ve seen the news they’ve been watching it so the influences in life so this sixty year old person lives on a farm and who’s who’s like this, stoick, the staunch stoic who really doesn’t have a lot of, you know, time for doctors, but it’s at the urge of her daughters, who are making her pay a little bit more attention and start to take care of herself and get scream. So those that that’s the kind of information, then once we have that what air there needs online, what did they do? How does that what is this woman he’s, very two different people knowed how do they interact in the online world? Oh, and again, that comes into the speed at which we want to serve up information, the tool which we wanted to do not make people read a lot because we had our rural women in mind. I didn’t want to give it that sort of very text, you know, dense copy information. So those air, how those pieces start to unfold and then the goals, of course, what do they want out of it? That may be a little bit different as you go in, like our professional woman. She may want a little bit more deeper information for those of the kinds of things, okay, sense, yeah, yeah, and the that i mean, clearly that the time is considerable for doing the research to create these that goes into creating the personas. But i, you know, i think that if you really want people to achieve their goals on your site and achieved their goals, not your goals for the for them, but achieve their goals on the site dahna it seems it seems very clear, yeah nasco piela yeah takes time, but in terms of time, how long is your site going to be up? No, that would be the ants and don’t you want people to be successful on it every single day? Not just occasionally, when someone has more time to spend than the average right? So if you spend three weeks creating these personas three to four weeks doing that up front, my my suggestion is that it’s a really worth investment of time when you’re gonna have a site that’s up for two to three years, who creates the personas and we want to avoid website by committee when you mentioned earlier who’s actually sitting down and creating the the people in willing up my world because i work at an agency we provide. That service and we do it though in a collaborative way with their clients. So we will talk to them about what we’re going to be doing will inform them of what kind of research tools will employ. We might be talking to them are usually almost always talking to them and talking to some key stakeholders within their organizations in addition to outside users and then once we have started tio get a handle on it will have a meeting will sit down with them and review the research, review the findings with them and then the final personas they have to approve everybody’s got to be and on it. But we do provide that service okay non-profits khun do with themselves you can there are ways to do it. We left in our workshop we had actually a a worksheet that we handed out. We actually asked everybody okay, pick a website that’s near and dear to your heart. Pick one user and now fill this out and we gave them all the areas to fill out. And then we had a couple volunteers come up and you were very brave enough to bring up their website then walk us through the use of ok, so it can’t be done internally, but with time commitment, but obvious value benefit at the at the end of the process, user personas percent okay, something could be a lot of fun, too. It can be actually, i mean, there use. They become your little family. Yeah. You know, you get to know them very well. You did. All right. Thank you very much. Thanks. My pleasure. Deborah sharpe is digital director at manifest communications in where we’re in a hurry in ontario in toronto. Thank you. Our excellent. Thank you very much. You’re listening to tony martignetti non-profit radio coverage of anti season non-profit technology conference and i want to thank debra for being a good sport and two interruptions. Now we’re in the back alley almost of the of the science fair, but the substance is still valuable. So thank you very much, debra. My thanks to everybody at ntc and the non-profit technology network for hosting me there. Next friday is fund-raising day in new york city, hosted by the new york city chapter of the association of fund-raising professionals. I’ll be there getting lots of interviews for the show, but i won’t be doing them live. So what is going to air next friday? I don’t know, but don’t be so nosy, you’ll find out, and you know that it’ll be good. Next friday’s show. If you missed any part of today’s show, find it at tony martignetti dot com. Our creative producer is claire meyerhoff. Sam liebowitz is our line producer show social media is by julia campbell of jake campbell. Social marketing and the remote producer of tony martignetti non-profit radio is john federico of the new rules. Our music is by scott stein, you’re with me next week for non-profit radio. Big non-profit ideas for the other ninety five percent. Go out, that’d be great. 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