Nonprofit Radio for April 25, 2022: Asking For, Receiving & Giving Feedback

 

Amy Drader: Asking For, Receiving & Giving Feedback

The mere thought of getting or giving feedback makes many people anxious. Yet normalizing feedback as a safe, productive, routine exercise will improve your team’s performance. Amy Drader from Growth Partners Consulting, reveals how to get to that higher state. (This is part of Nonprofit Radio’s coverage of 22NTC, the 2022 Nonprofit Technology Conference, hosted by NTEN.)

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[00:01:46.34] spk_0:
mm hmm. Hello and welcome to tony-martignetti non profit radio big nonprofit ideas for the other 95%. I’m your aptly named host of your favorite abdominal podcast. Oh, I’m glad you’re with me. I’d be thrown into Ankara rex sis if you broke me with the idea that you missed this week’s show asking for receiving and giving feedback, the mere thought of getting or giving feedback makes many people anxious yet normalizing feedback as a safe, productive routine exercise will improve your team’s performance. Amy grader from growth partners consulting reveals how to get to that higher state. This is part of nonprofit radio’s coverage of 22 NTC. The 2022 nonprofit technology conference hosted by N 10 On Tony’s take two ever sued a donor. We’re sponsored by turn to communications pr and content for nonprofits. Your story is their mission turn hyphen two dot c o From 22 NTC here is asking for receiving and giving feedback. Welcome to tony-martignetti non profit radio coverage of 22 Ntc. Our coverage continues. Of the 2022 nonprofit technology conference hosted by N 10 with me now is Amy draeger. Welcome Amy.

[00:01:49.84] spk_1:
Thank you. Thank you for having me

[00:02:16.34] spk_0:
Pleasure. A pleasure to have you on nonprofit radio Amy is consultant and leadership coach at growth partners consulting. Amy you’re session topic is asking for receiving and giving feedback. It’s very interesting. It caught my eye. Why do we have such a difficult and awkward relationship with feedback.

[00:02:34.94] spk_1:
Absolutely. I you know, it’s funny you brought that up because that’s one of the first questions I posed to the group at the session was and you tell me actually. So if somebody were to come up to you and say, hey, can I give you some feedback? What comes to mind? What’s that connotation for you?

[00:03:05.34] spk_0:
Well I try to say thank you. Yeah. You know what, what are you, what are you thinking? What what can I do, what can I help you with? Maybe what can I do better, what can I help you with? Uh you know, but it’s hard to not to personalize it, especially, you know, I’m the host of a podcast, although the podcast of course only gets positive feedback, it’s all, it’s 100% unanimous. I’ve been doing this for 12, 12 july will be 12 years. I’ve never gotten a negative comment. Natural. So so that’s feedback is easy to take. No, but you know, it’s easy to personalize it of

[00:03:07.30] spk_1:
course, you

[00:03:21.84] spk_0:
know, instead of you thinking about it being your performance, you know, you think about it being you? Me alright. Oh I did something, you know, especially I have my own business podcast, et cetera. Um, so but I try to be opening open to it and I like to think I am.

[00:04:48.64] spk_1:
Yeah, absolutely. And you know, the majority of folks do try to do that. What’s interesting is I posed this question to the group and the reaction over 70% of the people in the session, associate feedback as either something bad, there’s going to be a problem or a correction of some sort or avoided the word entirely. So the organization didn’t even want to use the word feedback instead use advice, suggestions, recommendations. So there’s this connotation, that feedback is something back and you know, it’s, it’s kind of one of my missions in working with leaders and teams is to normalize it into information that’s intended to advance performance or intended to improve or help us grow. It’s just information. Now, naturally we are human. And so when we hear something about ourselves, we naturally go into threat mode, there must be something wrong. So exactly what you brought up. We try not to personalize it, but then we sometimes do and then we have to figure out ways how to navigate that. What we do know is talking about how the team works together, how a leader performs, how the team works with the leader. When we have open feedback on teams, we get better results, Teams perform better. And so that’s, that’s really what the goal of of having open discussions without feedback is really about.

[00:05:15.24] spk_0:
Let’s start with not banning the word back. Okay, The word is feedback. You know, like I work in plant giving fundraising. The word is death. We don’t have to say. People passed on, moved along, left us went to a better place they died. It’s okay, they died. It’s someone’s death has happened, death. So here the word is feedback. It doesn’t have to be advice or mentoring or, you know, whatever other euphemisms feedback don’t be afraid of the word feedback.

[00:05:28.04] spk_1:
Exactly, Exactly. And that’s that’s the whole goal. Let’s normalize it. And when we normalize it, then we can talk about it, keep relationships intact and then continue to improve in advance and achieve whatever those goals are that we want to achieve.

[00:05:41.74] spk_0:
Your description says normalizing feedback begins with asking, not giving Yeah, What do you mean? How do we start this?

[00:05:44.50] spk_1:
Yeah. So, so the so often people will come to me and say amy, how do you get feedback? And we’re very quick to want to give it to others and let others know what we think

[00:05:53.84] spk_0:
about,

[00:05:55.33] spk_1:
right? Right. And and

[00:06:06.44] spk_0:
like my my modeling that is Larry David, you know, on curb your enthusiasm. I’m not this is not criticism. It’s help. I’m helping. I’m helping.

[00:06:08.12] spk_1:
Exactly. Exactly.

[00:06:09.62] spk_0:
But he’s he has the vindictive school of feedback. We don’t want to don’t want to go to Larry David model. All right.

[00:07:49.44] spk_1:
Exactly, Exactly. But really it begins with us asking for it and modeling how to receive it in a safe and productive way. So we demonstrate that we’re open to feedback. We embrace it as valuable information that’s helping us improve. People are going to be more likely to receive feedback from us. So it begins by asking for and receiving feedback and doing that in in, you know, I really say, there’s two high quality ways to do that um and the first one is to ask for feedback about something specific. So most people are not very good at giving feedback spontaneously. So the way to not ask for feedback is to just spring it on somebody, you’re like, hey, how do you think I’m doing? The person isn’t gonna know what to say about what? Right. So the first way to really ask the feedback is to do it about a specific activity. Maybe there’s a particular skill you want to improve upon. Um You know, a simple example is maybe you want some feedback in the organization on how you run a meeting. You might go to a trusted colleague or your boss and say, hey, listen, can you observe me in this meeting and watch how watch to see if I engage everyone in the meeting to speak up. I want to be sure that my the way I’m facilitating and engaging people, I’m doing it in a very equal and consistent way. So that’s very something very specific for someone to observe of you and then give you some feedback on it. So ask for specific feedback about something. It was interesting, we had folks in the session get excited about that um and and to be able to narrow in on something about their effectiveness and be able to get specific about it and get some specific feedback.

[00:08:02.34] spk_0:
Does that include asking a supervisor, you know, to be sure be that specific? Alright.

[00:08:24.34] spk_1:
Yeah. In fact, it’s funny you brought that up because a woman in the session said she often goes to her boss and says, hey, can you give me some feedback? I really want to be sure I’m doing my best. And she said her boss never has anything good to say. Her boss just says you’re doing a great job. Just keep it up. And that’s a good example of even leaders in positions may not be prepared to give specific high quality feedback. So giving them something to look for is going to help you get something of higher quality.

[00:08:44.74] spk_0:
Okay, okay. How does this all play into the annual or semi annual performance review? You know, you don’t have, you don’t have to ask for that. It’s coming whether you want it or not, it’s it’s coming.

[00:08:50.34] spk_1:
What

[00:08:50.94] spk_0:
what’s your advice? Maybe I’m jumping ahead. Maybe I’m jumping, you

[00:08:53.82] spk_1:
know, you’re

[00:08:57.94] spk_0:
stuck with a lackluster host. I’m sorry about that. So how do we how do we incorporate normalizing?

[00:09:02.72] spk_1:
Well, I guess we don’t

[00:09:11.04] spk_0:
have a normal, I mean that’s just part of the procedure, you know, it’s coming, it’s coming in a month or it’s coming in a year? Whatever. What’s your advice around that performance review?

[00:09:12.06] spk_1:
No, that’s a great question

[00:09:13.43] spk_0:
formal stuff.

[00:09:23.54] spk_1:
The the the the bottom line message with feedback is to have it uh frequently occurring throughout the year. And so, you know, one of the things we got into in the session was the right ratio, positive two critical feedback. And and what we know really well is that positive feedback motivates positive performance and that’s well established in, in psychology literature.

[00:09:42.13] spk_0:
So

[00:10:04.74] spk_1:
when it comes to your question about the performance management system or the performance reviews, by the time an individual gets to a performance review, there should be no surprises because the leader has been having conversations about performance the entire year and and none of that should be stockpiled for the six month review or the the annual review. Honestly, performance review should be no big deal because we’ve been having routine and consistent conversations throughout the entire year.

[00:12:17.74] spk_0:
It’s time for a break. Turn to communications. They can help you with content creation. Content management and content promotion. The creation. Do you have documents that need to be written like an annual report or do you have research that you want to have produced? Maybe a case study, maybe an interview series, any big content project you want to get off your staff shoulders turn to can take care of it for you, the content management, that’s the organization. Do you want to create a blog? Do you want to need to organize your blog? All content management and and organizing so that you can find things that your team can find things. Everything is put together orderly, whether it’s on your website or some external site, that’s the content management and the content promotion. They have the relationships and they can help you build relationships with journalists, podcasters, other industry folks, industry, maybe related nonprofits that you’d like to partner with all to get your messaging your content promoted in all those different channels. Right? So the content creation management and promotion, do you need help with content with written words, video, audio speeches. Even though those are, those are spoken words, spoken words turn to communications turn hyphen two dot c o. Now back to asking for receiving and giving feedback. So should we go back to the, the normalizing process? So you know, All right, number one, So ask for feedback. So ask your boss, ask your, I mean, I think a good boss will be asking for for feedback from people who work for him or her.

[00:13:17.64] spk_1:
Yeah, that’s the second way of asking for feedback is to do it in a routine exchange. So, so I always share an example that it actually comes from a boss I used to work with, we had quarterly feedback sessions with each other and we would ask each other the same three questions and it was like, you know, what am I doing well and what contributes to our effectiveness together? What’s something I could stop doing and then what’s something new that I could try that might really help me out. And it was three questions that we ask the same every single quarter. And he would ask me those questions and I would ask him those questions and it would foster this routine discussion about how we work together and how our work affects the team. And the beauty of it is that it was expected. So it didn’t create this like a ton of nerves or concerned because we knew it was going to happen. So routine exchange and you bet happens with bosses too.

[00:13:47.74] spk_0:
And that also helps you prepare, you know it’s coming. So we’re doing this quarterly, it’s on our calendar, we have plenty of time to think through what what am I doing? Well, what what should I change? I noticed you didn’t say what am I doing? Well, what am I doing poorly? He said what am I doing? Well what should I

[00:14:21.24] spk_1:
change? It kind of depends, you know, I I would like to think if something needs to be corrected, it’s corrected in the moment. So if somebody full on makes a mistake and it compromises client relationships, safety depending on what type of work it is. The correction is done in that moment, we’re not waiting for a feedback session for that. So if something needs to be corrected because it’s a mistake that happens immediately. But when we’re doing performance exchange debriefs, this is really about advancing performance, taking it from this point today and take us into the future versus talking about the past to correct it.

[00:14:59.84] spk_0:
Okay, Okay, so so you have three questions, what am I doing? Well, what can I do better? Is that the way you, can I improve on, what can I improve on? Alright, and what’s new, what can I try? That’s new. You’d like to have me try all right now, this sounds like an ideal boss though, taking feedback from, from below, from those who work for him or her, I’m not sure that’s a typical scenario, is it really?

[00:15:33.84] spk_1:
Well, I would say if you have a leader who is embracing leadership best practices and a leader who was likely trained in leadership, it’s quite common and and it’s really, you know, being able to have conversations about how the team works together or performance is a part of leadership responsibility, so leadership is getting results through others. That’s really what being a boss is, is getting results through others. Now that said, there are plenty of people who are promoted into management jobs who don’t have the leadership skill set and so to your point, that may not be a part of the routine expectation experience,

[00:15:47.84] spk_0:
part of what? Say that again,

[00:16:01.14] spk_1:
I said, it may not be a part of the routine experience if you know, and and you know, folks took the session at intent because they wanted to beef up that skill set. So you bet it’s not one that that is always this common

[00:16:10.64] spk_0:
Alright, boss’s boss is listening be good to the folks working for you, uh you know, ask for their feedback about your

[00:16:13.18] spk_1:
performance. It’s

[00:16:14.37] spk_0:
it’s good for the whole team

[00:16:15.58] spk_1:
it

[00:16:28.54] spk_0:
Alright. Um Alright, we still have to talk about the personalizing but but since we’re talking about these feedback, the routine feedback that we’re now gonna have quarterly, right? Um this is done individually, I assume one on one, right. Not in a not in a group, not four or five people who work for one, you know, one vice president or something doing this uh as a team. No.

[00:17:09.14] spk_1:
Right, right. You can do team debriefs as well. In fact, teams that debrief together on their work Perform. I think that the last article I read was 25% better than teams that don’t do debriefs of performance. So you can do a group debrief and it’s for example, what are we doing really well as a team, what are our strength? Where can we improve? So yes, you can do a team debrief. What we were just talking about is exchanged between boston employee. Yeah, do that in in an office or private.

[00:17:29.94] spk_0:
Ok. Now, a team debrief, you need to you need to monitor that to make sure it doesn’t turn into finger pointing. You know, she doesn’t do this. Well, you know, she, I rely on her and she’s often late. You know, then the boss has to step in and say, well, you know, we’re off the we’re talking about a team, we’re looking macro level here, right?

[00:17:31.92] spk_1:
Yeah.

[00:17:33.01] spk_0:
If the monitor, make sure the thing doesn’t collapse.

[00:18:19.94] spk_1:
Yeah, absolutely. The content of feedback matters. So we’re talking about the activity right now. We’re talking about content of feedback and what what we advocate for. And you know, many folks who are having expertise and leadership development are well versed in positive productive feedback is what advances performance. Um Not only is it helpful to know what we’re really good at so we can replicate it, but when we’re recognized for positive performance, it makes us feel good, it makes us feel valued and as obvious as this may seem, when people feel valued, they perform better and that is well established as well. Um You know, there’s there’s lots of research that shows that when bosses show very simple demonstrations of gratitude, people perform their work more accurately, they perform their work better

[00:18:33.34] spk_0:
or

[00:18:45.84] spk_1:
when teams recognize each other’s strengths and when teams appreciate each other, they then perform their work tasks more effectively because they know their peers respect and value them. All right,

[00:18:47.14] spk_0:
Alright, positive, positive positive feedback causes positive performance.

[00:18:52.42] spk_1:
I

[00:18:52.54] spk_0:
mean, it’s it’s clear you said earlier, it’s clear in the research.

[00:18:55.79] spk_1:
Alright.

[00:19:08.94] spk_0:
Positive. Okay. Some of it’s not going to be positive though. Some some feedback of necessity, you know, it’s gonna be negative if we’re let’s go to the personalization again, we touched on it. I’m receiving some negative

[00:19:10.82] spk_1:
feedback.

[00:19:32.44] spk_0:
How do I how do I accept it best. How do I think through it best for really to self preservation. Let’s start with the self preservation before I before I start thinking about how I how it’s gonna help my team if I receive this. Well, how can I help myself to receive this? Well,

[00:19:43.64] spk_1:
yeah, absolutely. So if it sounds like um was it? Well, it can be you get feedback two ways. Either you asked for it or it’s sprung on you? Right. It’s a surprise. Either way, let’s say if you’re asking for it because that’s what I’m trying to normalize it.

[00:19:47.20] spk_0:
Right? Let’s do the ideal. You’ve you’ve asked for it and you you asked for it. You got it.

[00:19:51.21] spk_1:
Exactly. In fact, this just

[00:19:53.80] spk_0:
careful what you ask for it goes be careful what you ask for. All right?

[00:20:25.54] spk_1:
And and that is a worthy thought process, thought process to go through before you ask for feedback is take a step back and think about, okay, what might you hear? And just to prepare yourself and you know, some people get a little bit more extreme than others. Some people go to worst case scenario, whatever works for you because you are putting yourself out there even though asking for and receiving feedback is the way we get the great performance. It’s still can sting. It’s uncomfortable, right?

[00:20:26.78] spk_0:
You’re making yourself vulnerable.

[00:20:28.35] spk_1:
Absolutely

[00:20:29.73] spk_0:
absolutely discomfort. You know, you might consider it attack,

[00:20:33.50] spk_1:
yep.

[00:20:34.09] spk_0:
Alright, so, Alright, so you’re it sounds like your first advice is just prepare

[00:21:34.74] spk_1:
Yeah, just prepare for it. A second piece of advice is to consider it a single so you’ve received it. Okay, so you asked for it? You’re prepared. You received it and you’re like 00uch we’re quite prepared to take a step back, maybe take a deep breath and know that in the moment you don’t have to agree, this could be feedback that you received that you consider is wrong. Maybe you consider it unfair or you consider it hurtful and in that moment there is no need to agree to this feedback to explain this feedback to justify your actions. Take a step back and just thank that individual for their candor and that they had given you something to think about and process even asked for time. May I have some time to process this? Mhm. So take a moment to just thank that person because you did ask them for it. They delivered on what you asked of them. The last thing you want to do is punish them for doing something you asked them to do

[00:21:40.45] spk_0:
right?

[00:22:54.34] spk_1:
Thank you. Don’t have to agree with it. Then give yourself some time and think it through. And and the first piece to remember is this is a single data point. So everyone has an opinion and a perception and ultimately a bias. And so when you receive feedback, you are also receiving feedback from a single data point from one source that likely is not a full representation of who you are. So go out and seek additional data points. This is where you might go and ask a trusted colleague or a trusted friend. Hey, listen, I received this feedback. I want to check it out with you and get more information. Now the key here is not to discredit the person who just gave you this feedback. That’s our experience and that’s our experience with you. There is truth in that. So you also don’t want to discredit it. Get additional data points and then take some consideration on how you might start to adapt your style. Maybe you might adapt the way you communicate with just this one person or maybe you, you might get more feedback that validates the original feedback and you realize, okay, now I I need to adjust my behavior or I need to adjust my work.

[00:26:05.64] spk_0:
It’s time for Tony’s take two. Have you ever sued a donor to enforce a gift or maybe an estate to enforce a gift? This came to me because there’s a recent piece, it’s from March in propublica about ST jude. Children’s hospitals practices around litigation uh, at ST jude in Memphis Tennessee, I can’t really comment on whether ST jude is appropriately suing estates or not. You know, I need a lot more facts than the article reveals and you can’t always trust media to get details like that. You know, 100% correct. But it gives rise to a really interesting question. You know, what factors go into deciding whether to sue a donor or again, you know, maybe a donor’s estate. Like how much is the gift worth? That’s important. What about the possible public relations fallout? Some people are gonna think you’re champions for your mission, other gonna other people are gonna think you’re scoundrels picking on widows, widowers and, and bereaved people or elderly people or an innocent family. So the pr fallout, you have to consider that how well known is the person that you’re considering suing. That’s gonna give rise to more press than, than less if the person is not very high profile, um, what are, what are your board impressions or board opinions? Your board is your fiduciary, uh, your, your, your, those are your fiduciaries. Um, you know, their opinions are going to be important. Can they come to a consensus? Lots of factors to consider. So just wondering if that’s ever happened to you, if there’s a story you’d like to share. You can let me know because I am interested, I used to be an attorney a long time ago, but you know, I still am interested in the legal side of fundraising and certainly planned giving, you know, if we’re talking about potentially suing estates. So you can get me at tony at tony-martignetti dot com if you have a share a story that you want to share all around suing a donor. Maybe in a state to enforce a gift That is Tony’s take two. We’ve got about a butt load more time for asking for receiving and giving feedback with Amy draeger a little shorter show this week. What if you’re asked to sign something? Uh This is a more perform, this is a more formal now performance review, semiannual or annual. Um There’s let’s say it’s a mixed bag you know but there are some things that you don’t agree

[00:26:15.92] spk_1:
with, some

[00:26:17.81] spk_0:
of it’s quite positive but some uh some is

[00:26:21.11] spk_1:
feels

[00:26:26.44] spk_0:
unfair or wrong but you were then asked to sign the performance evaluation form.

[00:26:28.45] spk_1:
Yeah

[00:26:48.74] spk_0:
usually the boss was I mean in my experience I haven’t been an employee for a long long time. I would be I would be a lousy employee. I could go I could go much stronger than the word lousy but let’s just leave it lousy I’d be a really lousy employee. Um When I used to do you know that I would say you know it doesn’t mean that you agree with it. It’s just that you have received it or something like that. You know you have to sign the form really don’t

[00:28:15.74] spk_1:
you? Huh? I think it depends on your organization and your HR policies so I don’t really know um I have some you know past experience in some organizations and HR was fine if you didn’t sign it, you didn’t have to you know. Um So I think it would depend on what the HR policy is but this is such a good example of not leaving feedback to these like specific events that occur. Um and where I see leaders really compromise candidly, their own credibility is where they’re not recognizing their team for their positive contributions and and and stick with me here because what I find and in fact we we talked about this at the intense session is that there was a lot of leaders in the room who said that they only said thank you or recognize positive behavior if someone went above and beyond or only if they thought about it. And so when we don’t recognize the good things that our teams are performing and doing then when it comes to having a difficult conversation. The context that’s even worse because we haven’t acknowledged all the positive contributions that the person has brought to the table and so that person will feel even more attacked. Undermined by getting this zinger of a negative piece of feedback out of the blue.

[00:28:23.54] spk_0:
So do you

[00:28:23.87] spk_1:
mean

[00:28:25.64] spk_0:
what do you mean? Are are are positive feedback should be even around routine things that the team is doing well. Don’t ignore the d don’t ignore the day to day. In other words

[00:30:09.54] spk_1:
don’t ignore the day to day. And and that’s and the reason for this is that critical feedback negative feedback inhibits our learning in our brains. It triggers fight or flight and when we go into fight or flight, uh, we become very defensive, it’s that taking it personal component that we talked about this whole time. And what we know well is that when we get critical feedback, we then have these negative emotions that emerge, whether it’s shame, embarrassment, uncertainty, these are all very natural emotions that come up when we’ve made a mistake or we haven’t performed in the way our bosses wanted. Now this is why having routine positive feedback flowing on a team is because it creates this foundation of support. And so when I’m on your team and I’m working with you and we recognize each other’s contributions and then I drop wall. You gotta come and talk to me about that. You talk to me. But because we have this relationship where we’re recognizing each other and appreciating each other’s contributions. I know you’re not coming to embarrass me. You got my back because we already have this routine exchange of appreciating, appreciating each other. And so that’s what is critical for teams, especially teams that perform at the highest levels is that they routinely appreciate and demonstrate respect for each other. So that when they have to address the tough stuff, they’ve already got a positive foundation set.

[00:30:13.24] spk_0:
It’s like a relationship building, right? You want to, you want a strong relationship, whether it’s with your co workers, those who work with you for you, uh, above you.

[00:30:24.25] spk_1:
Just

[00:30:34.34] spk_0:
donors, volunteers. You want to have a strong relationship. So that when there is some difficulty, maybe it even escalates, rises to the level of conflict you have, like you just said, I mean, you have this strong foundation and and it’s all kept in context.

[00:30:41.39] spk_1:
It’s

[00:30:41.97] spk_0:
not an isolated negative feedback because there’s never any routine positive feedback.

[00:30:47.84] spk_1:
That’s right. That’s right. And so, you know,

[00:30:50.66] spk_0:
it

[00:30:52.03] spk_1:
is, it is and that’s really what we are at work. We are humans in a relationship with each other. And so acknowledging our contributions and the value each person brings to the table ultimately helps everyone achieve the goal.

[00:31:28.74] spk_0:
And you, you said it so many times you used the word routine routine routine. Don’t wait till the giving Tuesday campaign that everybody, you know, killed themselves on for 4.5, 5 weeks or something, you know, don’t wait for the big gala. The fourth quarter fundraising routine routine positive feedback. So that then routine negative feedback is in the context

[00:31:32.04] spk_1:
of the

[00:31:32.34] spk_0:
more positive and the positive is most likely to outweigh the negative. Otherwise you have a you have an employment problem.

[00:32:18.24] spk_1:
That’s right. That’s right. And and there is a difference between positive routine feedback with occasional critical feedback to advance our performance, right? And performance management. When you have a habitual poor performer who’s lacking the skills to perform in the job there. Those are separate where we want leaders to create a habit around is appreciating the team demonstrating valuing someone’s opinion. Thanking people for speaking up. Um and and doing that, that level of routine feedback performance management is almost a separate topic.

[00:32:22.44] spk_0:
Okay,

[00:32:23.03] spk_1:
okay. What

[00:32:30.14] spk_0:
else should we talk about around this, that that we haven’t or maybe anything that came up with the intense session, what what more do you want to

[00:32:31.78] spk_1:
Know? Well, I think, you know, um my first management job, I was 23, I had absolutely no training and um I had a team of 30 people. It was looking back on it three

[00:32:44.68] spk_0:
years ago, three years ago, you were leading 30

[00:32:46.65] spk_1:
People uh when I was 23.

[00:32:49.39] spk_0:
Yeah, three years ago.

[00:32:52.44] spk_1:
Oh Yeah, yes, three years

[00:32:54.30] spk_0:
ago. Okay,

[00:32:56.01] spk_1:
that was good. Anyway, very early in my career, I was taught the sandwich feedback model, have you heard of the sandwich

[00:33:02.73] spk_0:
sandwich feedback model? No, I don’t. Not acquainted with this.

[00:33:21.34] spk_1:
Okay, this is positive, negative positive. So you need to give someone some sort of critical feedback and you go in and you say something positive to them like, oh, tony you’re, you know, you’re such a valuable member of the team. I just think you’ve been doing a really good job these past couple of months. But you know, when you talk to that customer last week, you could have done this better, but hey, you’re really important member of the team and I

[00:33:28.92] spk_0:
just think you’re doing very, very, very the reality between, well, maybe it’s not between fantasies, but you know, very the reality in the middle very the hard part in the middle.

[00:36:45.93] spk_1:
Yes, exactly. And so the sandwich feedback model, positive, negative positive has since been studied and it’s wildly ineffective and it’s ineffective for all of the obvious reasons. The the employee feels that there’s a grenade in the middle of the positive feedback which undermines positive feedback. So the employee either doesn’t believe the positive feedback or just only listens to the positive feedback because there’s more of it than the negative. So the the key that when you do get to the place of needing to give feedback that you’re very direct and clear on the specific situation and not too muddy it with positive things beforehand. And this was something that was interesting in the session is we we talked through a framework for giving feedback that is um standard for positive or for critical feedback and it allows the person. So let’s talk about critical feedback because that’s really what people want help doing. That’s what makes people mixed managers the most uncomfortable. And so the framework for giving critical feedback begins with allowing the other person to self evaluate. Okay so let’s say I have dropped the ball in a couple of meetings and my first meeting started 20 minutes late and the second meeting, I forgot all the materials for it. Okay you’re my boss, you need to talk to me about it. The first step is to let me evaluate myself because if I already know I screwed up, there’s no need for you to pile on. So the first step is allowed self evaluation and tony you might say to me, hey me, how do you think those last two meetings with marketing went and you’ll just bring up the conversation and maybe I own it and say, you know what, I really dropped the ball on those two meetings or maybe the opposite happens and then I think I nailed them and I just think I was fantastic at this. You now need to share, share with me some candid feedback about these two meetings. So then described the situation from a fact based situation And described first meeting started 20 minutes late. Second meeting didn’t have materials, what do you think about that? So you’re asking me for my perspective then describe what that impact was? My reaction. Is that we started that this my reaction is that um this looks like we’re unprepared. Okay, it’s your reaction then state your expectation moving forward. I want to be sure we’re prepared for all of our meetings. How does that sound and support the person. So this is the framework for getting feedback where I’m going with this story, is that there was someone else who asked the question he said, but do you have a different way of starting it? Like is there a different way other than saying, can we talk about that meeting and what was coming forward is the person was just uncomfortable giving feedback. There was a need to have like the perfect phrase and giving feedback isn’t comfortable. That’s not the goal, that’s not the expectation. And in fact, if you’re someone who has to give feedback and you’re uncomfortable with it, I’d say that’s good because you’ve got some compassion there. You know, it’s an uncomfortable situation. Okay, So my point

[00:37:07.13] spk_0:
that you played sort of a therapist role in that evaluating what was what the core of her question was. It wasn’t opening the conversation. It was discomfort with giving feedback.

[00:37:27.93] spk_1:
Yeah, it was it was one of those things that I think because we’ve all been there, we’ve all had to give feedback and there’s this, you know, for some people it’s dread. And for others it’s just sheer avoidance. And it’s because we’re we we have this belief that giving feedback should be easy. It’s not. And so eliminating that from the expectation is important because if you feel discomfort, it’s okay. That’s pretty typical.

[00:37:39.63] spk_0:
I I appreciate that you say that’s compassion.

[00:37:42.33] spk_1:
Mhm. It is, it’s compassion.

[00:37:45.03] spk_0:
How did you get a leadership job over a person with a team of 30 people at 23? Is that right? That was that right out of college?

[00:38:03.62] spk_1:
Uh nearly I had one year under the book. Uh I had one year at the the organization, I think I was recognized at the time for potential. Like I had no past

[00:38:04.67] spk_0:
experience.

[00:38:21.42] spk_1:
And um, and I also worked for at that time the most influential boss I’ve ever had. And he taught me he was the kind of boss who grew leaders And he would invest 20 minutes with me every day, Those first like 90 days. And he’d quiz me, he’d asked me, Okay, what’s important to your team? What are your goals, who’s doing? I mean he would in

[00:38:35.52] spk_0:
20 minutes a day, 20 minutes a day For your first time for your 1st 90 days that is a real investment in a new employee.

[00:38:54.52] spk_1:
He did and I learned the most about leadership from him in that very short time frame. And so, you know, I also find that everyone benefits from having a great mentor and he ended up being a great leadership mentor for me. And so, you know, that could be a turning point in people’s careers, is to

[00:39:02.97] spk_0:
have somebody, somebody you want to shout out,

[00:39:13.02] spk_1:
oh sure I could. His name’s wade upland and he was my uh, this was 22 years ago,

[00:39:16.42] spk_0:
where, what was the organization?

[00:39:33.62] spk_1:
It was retail, it was a department store, retail, which, which lends to leading a team of 30 people. It’s probably one of the toughest leadership jobs out there because it’s shift work like people work in these shifts. And um, and it was for a department store that of course is now defunct, no longer in business,

[00:39:39.13] spk_0:
which one

[00:39:39.90] spk_1:
marshall field’s

[00:39:44.31] spk_0:
that was a huge brand, huge

[00:39:46.33] spk_1:
brand in the midwest. Yes, yeah, yeah,

[00:39:49.82] spk_0:
I know it because

[00:39:50.97] spk_1:
I

[00:39:51.72] spk_0:
I lived in Missouri for five years when I was in the Air force.

[00:39:55.12] spk_1:
So

[00:39:55.71] spk_0:
I may remember it from, this was

[00:39:57.37] spk_1:
uh

[00:39:58.54] spk_0:
Mid Mid to late 80s,

[00:40:00.34] spk_1:
84 to

[00:40:14.91] spk_0:
89. So maybe I remember it from Kansas City here. I lived about an hour from Kansas City, I may remember Marshall fields, but that was a huge yeah, that was big. Alright, well not not not not because of your leadership experience and you’re not because of your skill. Had nothing to do with the downfall of marshall field.

[00:40:19.03] spk_1:
No, no, there’s there’s more external forces at play

[00:40:24.11] spk_0:
hard to imagine more powerful forces than than your leadership though. Right? Alright.

[00:40:29.81] spk_1:
I

[00:40:40.91] spk_0:
know, I don’t know what, well, I felt bad about the three year comment. I don’t know, it’s commenting on your age. That was probably a misstep. Alright, I feel bad about that. Um let’s see, Oh, anything else that came out of the intent. Any, it sounds like there are a lot of good questions, anything, anything else you want to share with uh with nonprofit radio listeners about?

[00:41:09.91] spk_1:
You know, I think, I think the biggest aha for me is, you know, consultants, we immerse ourselves in the content and and we start to believe that everybody thinks the same way we do and that’s kind of classic and I think one of the things that was so compelling for me was the candor with the group in questioning how frequently they should recognize someone for just doing what’s expected of

[00:41:17.31] spk_0:
them. And

[00:41:46.51] spk_1:
there was almost a resistance to do that and I found that very candid but also unfortunate because if there’s one thing we need more of right now is recognizing and appreciating each other. And so if there’s one thing that anybody takes away from listening to this or you know, reading articles on appreciation or on feedback is to go out and practice giving good feedback, recognize people for their contribution for the time they spend um because appreciating and valuing others is really what we need right now.

[00:42:00.90] spk_0:
Amy trader consultant and leadership coach at growth partners consulting. Where can we find growth partners consulting. Amy

[00:42:07.11] spk_1:
you can go to try GPC dot com.

[00:42:10.90] spk_0:
Try GPC dot com for growth partners consulting of course, this is terrific. Thank you very much. Terrific I think provocative, certainly timely. Well, timeless, really timeless and uh and and provocative too, you know, but but significant important topic. Thank you very much Amy,

[00:42:32.20] spk_1:
thank you. I really enjoyed it. Mhm.

[00:43:41.90] spk_0:
And thank you for being with tony-martignetti non profit radio coverage of the 2022 nonprofit technology conference Next week. A break from 22 NTC coverage. The other tony-martignetti if you missed any part of this week’s show, I beseech you find it at tony-martignetti dot com, I own that he, the other guy does not own that 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. Marc 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. Mm hmm.

Nonprofit Radio for April 18, 2022: Apps, Tools & Tactics For The Hybrid Workplace

 

Jason Shim & Meico Whitlock: Apps, Tools & Tactics For The Hybrid Workplace

 Work ain’t going back to what it was pre-pandemic. How can you and your teams remain productive, not merely busy? Jason Shim and Meico Whitlock reveal the resources that will lead you to rockstar productivity. Jason is from Pathways to Education Canada and Meico is The Mindful Techie.

 

 

 

 

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[00:01:54.94] spk_0:
Hello and welcome to tony-martignetti non profit radio Big nonprofit ideas for the other 95%. I’m your aptly named host of your favorite abdominal podcast and oh I’m glad you’re with me. I’ve come down with blue fro dialysis. If I saw that you missed this week’s show apps, tools and tactics for the hybrid workplace work ain’t going back to what it was. Pre pandemic. How can you and your teams remain productive? Not merely busy, Jason Shim and Miko Whitlock reveal the resources that will lead you to Rockstar productivity On Tony’s take two summer is coming sponsored by turn to communications pr and content for nonprofits. Your story is their mission turn hyphen two dot c o As we continue our coverage of 22 NTC, You know what that is. You know, it’s the 2022 nonprofit technology conference hosted by N 10, you know who N 10 is because we’ve been talking about this for weeks and weeks. They’re the smart folks who help you use technology in all your social change work right now. Our coverage includes Jason Shim and Miko marquette Whitlock both returning to nonprofit radio Jason Shim is director of digital strategy and transformation at pathways to education. Canada and Mikko market Whitlock is speaker and trainer on mindfulness and technology. He is the mindful techie Jason and Nico. Welcome back to nonprofit

[00:01:58.54] spk_1:
radio Thanks for having

[00:01:59.13] spk_2:
us.

[00:02:33.24] spk_0:
Always a pleasure. Always a pleasure. I don’t know if you guys have been on her three or four times. We’ve, we’ve been doing not uh, the NTC for since like 2016 or something. So it’s been a long time. It’s been a long time. Good to have you back this year. Your the topic is apps tools and tactics for hydrate workplace. Rockstar productivity, not mere productivity or increased productivity but rockstar level productivity. Okay, I’m gonna hold you to that.

[00:02:35.24] spk_1:
Mm hmm.

[00:02:36.44] spk_0:
Jason. Why don’t you give us a little overview of why you think this was an important topic for for Ntc?

[00:03:18.34] spk_2:
Yeah. Over the years I found that when sharing information at NBC and presentations that uh some of the feedback that we’re getting with people we’re feeding back well we love hearing about the tools and so, you know, this um presentation emerged as a, as a result of that really, you know, following the data and you know, the people have spoken and uh we put together this session to really reflect, you know, that there are tons of tools that are constantly coming out and these are tools that we have, you know, tried tested and have identified that, you know, they really help us in our kind of day to day work and we just want to share it with the world.

[00:03:37.04] spk_0:
And because there’s also a mental model component to this. So as as are mindful techie, what’s the what’s the mental side of

[00:04:48.44] spk_1:
this? The mental side of it that we talked about specifically in the presentation. Was this idea of moving from being busy to being productive. Right? So you can be busy answering emails, you can be busy and back to back zoom meetings. You can be busy attending all of those unsolicited calendar invites for various things and you could be exhausted and tired at the end of your day in your week, but you might not actually be making a difference in terms of moving the mission forward. And so the mental framing is really about how do we move from focusing on outputs? Right. I answered this many emails. I worked this many hours. Two outcomes focusing on OK. How many people did we actually serve? How many how many dollars did we actually raise? You know, how how did we make a difference today in someone’s life based on whatever the mission is of our particular organization. Uh And so the the tools are really that we talked about are really designed to help people make that that shift from dizziness too, productivity related to actually moving mission forward.

[00:04:51.54] spk_0:
What a critical difference distinction between being busy and being

[00:04:55.27] spk_1:
productive.

[00:04:57.07] spk_0:
Love it. All right. So why don’t you get us started? Why don’t we uh why don’t why don’t we start with some apps, tools and tactics. Mikko, why don’t you kick us off?

[00:06:59.14] spk_1:
Yeah. So, uh you know, I’m you know as the Michael Techie, I’m really big on tech distraction tools. And so um some things that I highly recommend our um for example, taking full advantage of the do not disturb feature that are available for your devices and so enjoy devices IOS device system to be the most common right? We have the watch, we have the phone, we have talent we we even have the you know the laptop or the computer in all those instances. The tools that we have have opportunities for us to silence stills notifications when we are doing things that are necessary for us to be um productive. So at work when we do focus on work related activities, silence notifications. And then also when we’re sleeping and when we’re resting and believe it or not sleep and rest are actually one of the most powerful productivity tools that we have. We didn’t talk about this in the session but it’s often left out of the discussion. People feel guilty for taking time off and resting. But it’s actually a requirement to to take care of yourself and to do greater work and so do setting your do not disturb settings. You can automate this. So for me for example I have my my phone and my tablet automated so that at um at about 9 30 every evening until about 10 a.m. The following day my notifications are silenced. And what does that mean? That means that from receiving text messages from receiving alerts from other types of apps on my phone unless I’m looking at my device. I’m not hearing the beep. I’m not hearing the ping, I’m not seeing those things flash across the screen. They’re not disturbing my sleep. Um during the night and when I wake up in the morning, they’re also that the first thing that sort of jolts me into my day, right, I’m able to ease into my day without having those things um turned on. So that’s, that would be one thing that that I would recommend in terms of um thinking about this idea of tech distraction um

[00:07:14.24] spk_0:
before you continue, I think you and Beth Kanter, we’re talking about this, I don’t know, 34 years ago using using the, using the very simple functions on your phone that that are available to keep you from being distracted using the do not disturb. I’m pretty sure it was you and Beth like like I said four years ago talking

[00:07:23.26] spk_1:
about the

[00:07:24.06] spk_0:
very simple nothing to download. Just use the function that’s already on your devices.

[00:07:43.54] spk_1:
Absolutely. And and they have evolved. And so one of the things that Jason and I talked about the other sessions that we’re not disturbed, for example, um some of the latest updates for android and iphone allow you to for example, make those um the shutting off of those notifications. Geolocation based. Right. And so like if you’re at the gym or you are

[00:07:51.30] spk_0:
actually

[00:08:26.64] spk_1:
physically driving, you’re physically at like an actual on site in your office for example, you can set it so that it recognizes where you are and it adjusts to notifications based on that maybe in the case of of, of Jason for example, he needs certain notifications on so that he can be alerted if there’s something happening with the babysitter. Right? And so maybe depending if Jason is leaving the house to go to work, maybe he wants to be able to receive text messages or calls from the babysitter but have everything else turned off. And so that’s an example of how you can modify those things based on what your needs are. So that you can um, you know, stay informed, be responsible, be responsive but also make sure that you are moving from busy. Too productive.

[00:08:33.24] spk_0:
Jason has an infant at home. That’s why Miko is saying that

[00:08:37.24] spk_2:
very relevant.

[00:08:52.64] spk_0:
That was very relevant. Yes, very relevant. Um before we moved to Jason, Miko, can we talk about the importance of rest and the glory of napping? I’m, I’m a huge proponent of naps.

[00:10:19.74] spk_1:
Yes. I’m a big proponent of naps. And one thing I will share is I talk about deep rest right? And depressed is a continuum that includes power naps that includes sleeping. It includes just shutting yourself off from external stimulation. So, one of the things that I share with folks is that um some of us have a hard time sleeping and sleep looks looks differently for everyone. Um, But there are other ways to rest and recover and recharge outside of just like when I give the example of sometimes when I take a power nap for example for me a power nap is about 30 minutes or less. Sometimes I am not during that time period able to get into a place of deep sleep and that’s okay. Sometimes the restorative power comes from simply taking a moment to lie down or just sit in a comfortable, you know, cool place unplugged from the devices set the timer and simply allow my body to relax that the the act of doing that even if I don’t fall into a deep sleep is also rest and restoration as well. And so a lot of us beat ourselves up because we feel like oh I didn’t get you know, x number of hours of sleep. Well maybe we expand the definition to focus on. Did you allow yourself the space to simply not do A bunch of things at one time to allow your brain to rest to allow your body to rest. If you did that then maybe that’s good enough for where you are right now.

[00:10:38.74] spk_0:
There’s NASA research that the optimal naptime is 22 minutes. I’ve I’ve seen that I’ve seen that in a couple of places. So yes, that’s what they recommend for people on the International Space station. 22 minutes optimal naptime.

[00:11:07.04] spk_1:
Yes. And I find for myself that I I set my timer for 35 minutes and what that allows me to do it because actually you actually need time to get to that 22 minutes. And so I build in the buffer to allow myself to actually lie down and get comfortable, You know, whatever it is and generally by the time the 35 minutes is up, I’ve I’ve gotten some maybe not a full 22, but I’ve gotten, you know, a sufficient amount so that when I wake up, you know, I’m feeling refreshed and not, not groggy.

[00:11:29.94] spk_0:
Okay, you’re welcome to take more than an extra 13 minutes it takes to get a lot of prep time leading up to your nap. You need to get just the right position. Just the right weight blanket, just the right pillow. I mean I’m not, you know, these are all things that I have my special quilt, My nap quilt, it’s just the right weight. It’s soft cotton. It’s it’s it’s ideal. So

[00:11:33.16] spk_1:
Alright,

[00:11:39.04] spk_0:
So take your extra 13 minutes. Get yourself you get a solid 22 minutes of rest. All right, Jason, let’s go to you. Let’s let’s um what what you know I mean, however you guys have categorized these. You just, you just go next

[00:13:28.84] spk_2:
what? Well, following on the lines of tech distraction. I mean, Niko spoke a little bit about the built in functionality and one functionality dollar highlight is a night shift in nightlight which are baked into IOS and android. So in IOS, it’s called night shift in android, it’s called nightlight. And these functions used to be separate apps and then with the latest releases that they’re, they’re not baked into the absent and what it is is essentially a red light filter that turns on when the sun sets. And the reason why this is important is that for folks who may find themselves staying up late at night, like if you’re up at like, you know, one or two a.m. And you’re trying to figure out why you can’t fall asleep for some people, the culprit, maybe the blue light that is emanating from screens. So if you’re staring at your cell phone without a red light filter on, or if you’re working late into the night on a computer without a red light filter on, your actually exposing your eyes to a lot of blue light, which is kind of stimulating, you know, bright light outside. So, you know, your body is thinking that it’s kind of daylight and so, you know, no surprise that, you know, that may lead to kind of sleep problems. Uh, so uh night shift and night light, our settings where you can flip the setting on and then as the sun sets, you know, your um, screen will kind of tint a reddish orangey glow and uh I have found that it’s made an incredible difference in being able to fall asleep and actually feel tired. I think there was a, for me a pre night shift, um, life and in a post and even more important for me now with a little one uh you know, at home and you know, folks, I have introduced this feature to, you know, have have noted that um they actually, you know, start to feel tired at, you know, the times of day when they’re supposed to be, and, you know, they’re experiencing, you know, fewer sleep challenges in that regard.

[00:13:45.64] spk_0:
Doesn’t the blue light suppress the production of melatonin, which is uh, isn’t it melatonin? I think that because people take melatonin supplements, if they, if they’re not

[00:13:51.50] spk_2:
sleeping well, I

[00:14:03.04] spk_0:
think the blue light suppresses melatonin and that’s why it’s good to filter it out toward approaching sleep time, so that your body produces the melatonin that needs, it needs to help you fall asleep. Isn’t something like that.

[00:14:19.94] spk_2:
Yeah, I think it’s helpful to be able to provide the body with the ongoing cues that, you know, it’s that, you know, it’s been built for and, you know, if we’re creating lots of like artificial light, um, you know, via our, our screens and, you know, moving beyond the screens to in general, um that, you know, if uh if folks are, you know, having like really, really bright overhead lighting, you know, in their bedrooms or things, you know, it’s, you know, it’s important to be mindful of, you know, those light sources late at night

[00:15:39.74] spk_0:
television, same thing, you know, it it serves no purpose to use night shift or night light on your, on your device and then your phone, you know you’re watching tv you know again that that that that blue light. Um Yeah I just saw something else. Uh This is it seems like the the theme running through this is sleep. But I just saw I just saw research about the darkest, the darkest and the darkest environment is best for sleep, the least amount of light possible. So if you have a light on your charger, you know put a piece of, put a piece of tape over that or turn it upside down. So the light isn’t not the L. E. D. L. E. D. S are very bright so and the slightest light. Um I see it alarm clocks in hotel rooms and then I unplug those things and then and then I try to be courteous to the housekeeper and I reset the time before I before I check out but led alarm clocks, you know, brightness brightness is is bad firstly

[00:15:40.20] spk_2:
I totally hear you there. I’m putting putting tape over things. I I I’ve gone over my entire bedroom with electrical tape and so you know it’s it’s almost like doing a light on it. There’s like a little glow of something. Alright electrical tape is going on top

[00:16:36.14] spk_0:
Of it. Exactly there there’s a kit, there’s a little kit that Amazon sells for like $6. It’s different size circles and different shapes, circles and squares with an adhesive on the back, you just you know peel it off a sheet and then based on how big your light is that, you’re trying to cover those different sizes and different shapes. Um So you can get a little kid too, but same thing, some some kind of tape or whatever, but you wanna you wanna, you wanna sleep in a gym, not just dim dark, you want to sleep in a dark environment? Um All right, I love it. So, we haven’t even downloaded anything. We’re just using the devices that are using the functions that are on our devices for to avoid tech distractions. Um Why don’t you give us something else? God will stick with you. And then we’re going back to Mexico.

[00:18:06.94] spk_2:
Yeah, the next kind of another kind of uh tool is something called Newsfeed Eradicate. Er uh So this is a tool that was introduced to me by, by Miko and it’s a plug in that you uh is available for for chrome and when you install it, you know, when you log in on facebook that you see a bit newsfeed of everything. Uh I mean, newsfeed eradicate er it does just that it eradicates the news feed. So it allows you to be more intentional with your social media consumption that um you know, when you dip into a social media networks like facebook, you know, they’re incentivized to try and keep you on there for as long as possible. You know, viewing all the ads and so on and so forth. But sometimes you just need to go to facebook to send a quick message or to like look up something and you need to get back out. And what this does is that it removes all the distractions so that you’re not stuck on the site, you know, which can often happen. So it actually shows an inspirational quotation instead and you know, if you want to post an update, that’s all you can do. Um and you can just focus on that Now. Newsfeed Eradicate er has evolved over the years as well to include other uh platforms. So it’s also added twitter linkedin, youtube, instagram, hacker, news reddit. So uh you know, I think this really reflects that they’re they’re listening to their audiences as well because those are also other sites that, you know, um during the course of a day, you know, if you’re going in just to check in and something uh that uh you know, you could end up staying there longer than than you wish and a tool like Newsfeed eradicate er uh you know, allows you to be more focused.

[00:18:25.04] spk_0:
Yes, the distractions that which which are designed, they’re built into the they’re built into the sights and the apps to keep you there longer. That’s why uh Yeah, so news where we find, where do we find news feed eradicate er how do we how do we turn that on?

[00:18:33.84] spk_2:
Yeah, so you just short short in in the the chrome plug in. Um uh, Chrome plug ins online. It will show up as news feed. Eradicate er and you can uh, you can install it there.

[00:18:47.04] spk_0:
Okay. Chrome plug in. Excellent. Alright. Miko. What do you have?

[00:20:51.94] spk_1:
So minus is related. It’s also a plug in for um for chrome, it’s called stay focused and it’s a plug in that allows you to really manage your time on those distracting websites. So for me, for example, I’m a political news junkie and so I could spend all my time if I could going down the rabbit hole of, you know, the political news, you know, headlines and the videos and the podcast and all those things. Right. And so what state focus allows me to do is it allows me to set up time budget. So for me, My daily time budget is 30 minutes. And what that means is I plug in all of my distracting websites and I can browse those for 30 minutes. And then after my time expires, if I’m on one of those websites, I get a pop up that says, shouldn’t you be working and then the page closes right and my time budget resets every 24 hours. And so what this allows me to do is to um find the balance between being productive but also, you know, engaging in something that’s actually fun or entertaining or interesting to me, but to Jason’s point about facebook, for example. Um there’s nothing wrong with facebook, you know, facebook is great. If you like to watch cat videos of panda videos, that’s great. But we have to be able to put parameters and boundaries around us so we don’t spend all of our time doing that. You know, one of the things we have to recognize is that especially with social media technologies, they aren’t um neutral in terms of tools like we tend to think that technology is neutral, but they’re not because as Jason pointed out, there are companies that are incentivized, you know, for a number of different reasons to keep us on their platforms as long as possible, right? That’s how they make money, right? How they monetize their, their their offering. And so it’s a tools like stay focused, allow you to strike that balance between saying, okay, I like to watch cat videos or I like to follow the political news fox or I like to follow what’s happening on Reddit. That’s okay. There’s something wrong with that. But I’m going to set some limits on that so that I can do that while also making space to, you know, get the work done and also spend time with family and friends and some of the other things that are really important for your life as well.

[00:20:58.14] spk_0:
So stay focused as a, as an app for android and iphone,

[00:21:03.54] spk_1:
it’s a plug in. That’s a browser plug in just like, like the newsfeed Eradicate er for, for chrome.

[00:21:34.94] spk_0:
Okay, Okay. Alright. 30 minutes. You’re pretty disciplined. I would have said it for more like six hours or something, you know, so defeated 10 hours and defeat the whole no, but I’m using the good, I’m using the good plug in. I’m using it. Alright. 30 minutes is very disciplined. All right. And then it shuts you said it shut the site down. If you if you go over whatever whatever site you’re on, if you, when you go over it, it pulls it down, shuts it. Yeah,

[00:22:04.94] spk_1:
So it’s, it replaces it with a with a pop up that says, shouldn’t you be working? Um now, and obviously they’re there. You know, if you’re determined enough, you can obviously work around like I can open another browser. I can do a number of other things. But the point is that hopefully that will be enough for most people to pause and to really assess. Okay, well this has been enough. I can I can come back uh and you know, I’ll, You know, I’ll be able to come back. I have another 30 minutes tomorrow. I really need to get back to this report. I’m working on. I need to go, you know, walk the dog or whatever it is,

[00:22:13.04] spk_0:
raise your consciousness, right? Give you the chance to be disciplined.

[00:22:18.24] spk_1:
Exactly.

[00:24:03.44] spk_0:
If you, if you want to override it and go back into un productivity then of course you can, you can figure out how to do that. It’s time for a break. Turn to communications content. They can help you create content whether that’s for internal audiences or for your outside audiences, whether it’s blog posts, social media, your annual report, reports for the board research that can help you create content and and content curation management. Have you got a lot of documents, some of which could be valuable on your website, on your blog. There might be good social media posts, but you don’t know how to organize them or their you need somebody to go through them to find the good stuff and separate the wheat from the chaff. Always like that. The wheat and the chaff, you know, they can help you with that too. So the content creation and also the curation, the management of your content organization there of all eminently doable by turn to turn to communications turn hyphen two dot c o. Now back to apps, tools and tactics for the hybrid workplace. What’s the movie you both have talked about the way absent sites are designed to keep us on. What was the movie just within the past year or 18 months that that revealed the tricks the or the technology that uh, that all the big sites used to keep you on, was it? It wasn’t the social network that was the older one about facebook wasn’t it? The social

[00:24:07.02] spk_1:
network

[00:24:09.08] spk_0:
social dilemma. Thank you social dilemma. It’s exciting. It’s on HBO. It’s excellent. Thank you. Make up your social dilemma reveals all the technology that they’re using to keep you on intentionally intentionally. That you’re right. This this is the technology is no longer neutral.

[00:24:39.44] spk_1:
Yes. So yes. So the social dilemma talks about that. And um what you know, uh example that um that Jason gave us in terms of the news feed, which is sort of never ending, right sort of this infinite loop, for example, um you have other examples with netflix and Youtube where the default setting is for the next thing to play right automatically.

[00:24:52.80] spk_0:
Right? You

[00:24:54.73] spk_1:
can turn those off.

[00:24:56.94] spk_0:
So

[00:25:12.54] spk_1:
with netflix, you can turn off the automatic playing of the other things. You can also turn off what I find annoying is sort of the the audio preview. You can turn off the audio preview so that you know, when you’re flipping through different options. The audio preview doesn’t you know, you’re not sort of it’s not blaring at you as you’re trying to decide what you’re gonna

[00:25:36.54] spk_0:
do, you’re trying to sort through what to watch and every time you highlight something right, the preview starts all right, I’m gonna check, I’m gonna check the settings in all three, you’re the one that annoys the hell out of me. You know, I just watched a great movie. I like to watch a movie to the very bitter end that has the copyright year in the credit. But but they’ll but they’ll start streaming. They’ll they’ll they’ll, they’ll start streaming another movie or so. Or unless you click up into the upper corner to say continue the credits

[00:25:43.08] spk_1:
so

[00:26:23.14] spk_0:
You can, you can defeat it, but you got it, you got like 10 seconds or maybe 15 seconds. I think it’s always, you have 10 seconds to move the cursor, you know, go up and highlight continue credits and then, and then you can watch the indian credits and the and the music. And to me, they’re cutting the movie in half. Even though it’s, it’s the last two minutes to me, they’ve cut it in half the credits count. I want to see the credits. I want to hear the music. Alright. I didn’t even realize you could turn those things off. Okay. Check check settings. So check settings in all your streaming apps. All right, Thank you. Excellent. Alright. Uh, let’s see, Jason. You wanna you wanna take a turn.

[00:28:11.14] spk_2:
Yeah. So another section in the presentation that is on automation and ai tools and I’ll start with a really cool one that came out fairly recently and it’s called visual ping. So the the ul Firdous visual pain dot io. And what it is, is essentially a tool that will tell you when a site changes. Now. It sounds super simple, but you know, the specific use case maybe, you know, let’s say you are looking at a site and you’re having to check it regularly for, um, uh, an organization that is going to be announcing, you know, a round of grants soon and you want to be notified. But let’s say they don’t have an email notification system set up where they don’t have like a feed. Um, that means, you know, someone in your organization or you have to be checking that every day or maybe several times a day if it’s super urgent or you want to get in, you know quickly and what visual ping allows you to do is just you input the website and that, you know, you can allow um, yourself to, to draw a few boxes and say, you know, this is the area of the site that I want to be notified when it changes and it’ll send you a message when it changes or you can connect it to something like zap here to, you know, maybe send you a message on slack or however you wish to configure it. Um, but it’s, it’s really, really cool, you know, and especially when you look at some websites that, you know, may not even that are manually updated, this can be really, really useful. Um, so you know, for notifications of, let’s say if there’s, you know, I’ve used it for notifications of new charity registrations. Um, there, there isn’t necessarily a notification feed for that. So I usually just send me a notification every time a new charity is registered in Canada. Um, I had a friend, you know, share with me that they used it to get tickets for the latest marvel movie when they came out to be notified as soon as they were available. So you know lots of use cases for it and it’s it’s really taken off.

[00:28:21.64] spk_1:
Covid vaccination appointments.

[00:28:23.65] spk_2:
Yeah. Yeah.

[00:28:26.64] spk_1:
Covid vaccination appointments.

[00:28:30.34] spk_0:
Covid excellent. Uh Jason aren’t you getting too many things about new charity registrations daily? I mean aren’t there dozens a day?

[00:29:13.14] spk_2:
Yeah, they they it only um I think that the website only gets updated when it it does update. Uh so it is possible to actually go a couple of days without any notifications and I think that they seem to be patched updated. So when they are updated I’ll get a notification and then they’ll be like, okay, there’s four new charities registered today. I know that after the holiday season there’s a whole slew of them. Um You know, it’s uh yeah, it’s it’s just been kind of cool to to see that because otherwise, you know, I was checking the site like you know, once a week, just like, oh you know what’s new and now, you know, I think there’s some really interesting possibilities um for just being able to, you know, I see it as it as it comes up

[00:29:20.44] spk_0:
and what do you what do you do with that information? Is it just it’s just just for you to see the breath of charitable work being done in Canada or are you doing something with the new registrations as they come through?

[00:29:48.44] spk_2:
Yeah, I I was just curious to see, you know, them as they’re coming through, uh you know, I tried a little experiment where I connected it to uh happier um kind of process to automatically tweeted out. Um so, you know, I think there’s some, you know, experiments that, you know, I’m trying there, but um yeah, it was really just to stay informed and on top of, you know, the new organizations that are coming out and you know, what what what what are the new charities and what are they focused on?

[00:29:58.14] spk_0:
Interesting. Okay, okay, Mika want to take a turn, please give us give us a couple.

[00:31:44.24] spk_1:
Sure, so, yeah, so it’s sort of sticking with this theme about ai automation. Um, you know, a lot of us use, in terms of productivity tools, we use some version of the google suite of tools, so google docs, google slides, or we’re using Microsoft office or something similar. And something that’s really cool. Is that both of those actually have built into it, You don’t have to buy anything new, you don’t have to install the plug in, they have dictation features that allow you to actually speak as opposed to type so you can actually speak your notes, speak your outline, your agenda, whatever, whatever it is that you’re actually working on, and depending on the type of productivity style you have, depending on also your your learning style, maybe you’re not so good at typing. Uhm maybe if you’re doing brainstorming, maybe you just want to sort of, speak out loud as you’re outlining that report or whatever it is, and just have it sort of automatically be captured. Both Microsoft office and the google docs have the um dictation features like this built in. Um And there are there are other tools that folks are probably aware of, like outer ai for example, that integrate with zoom to actually do transcription. Um there’s also um close captioning, A lot of people aren’t aware of close captioning that is automated. That’s built into things like zoom and teams and teams that you can turn on to make your meetings more accessible. Um I think by default, it’s they’re they’re available in english um and you might have to pay an additional fee or hire a live trans transcriber if you wanted another language, depending on the type of meeting that you have, but nonetheless, those are features that are that are there um that can make life a bit easier for folks that are ai it’s an Ai driven

[00:31:53.54] spk_0:
if you’re doing this in the word sweet or google suite, you just search for dictation.

[00:32:00.84] spk_1:
Yeah, so I would if I am not able to set a pinpoint exactly where but what I would do is just go to the help menu and search for um for dictation or you can just do a quick google search. Um Those will be the two places I would start to to look for where in your particular version you might find

[00:32:18.84] spk_0:
that. And then also a good point about the closed captioning on zoom.

[00:32:22.54] spk_1:
Yes.

[00:32:23.15] spk_0:
Make make these also making technology more accessible as

[00:32:27.81] spk_1:
well.

[00:32:29.44] spk_0:
What what else? Miko let’s stay with you.

[00:35:36.54] spk_1:
Um So out of responders, so many of us are accustomed to this when it comes to out of office replies for email. Um I encourage people to use those to indicate um you know, your availability and and and things of that nature. Um but in addition to that, there are also out of responders for things like social media and so there’s I’m going to give you a low tech version and the high tech version. So if your organization, for example has a facebook page, I’m gonna give you the high tech version. Uh facebook has a feature that will allow you to set up an auto responder um to respond to people. So for example maybe you are a crisis hotline but maybe you’re not 24 7 and so people are reaching out to you through your facebook page, maybe you want an auto respond and let people know hey we’re not available between the hours of this hour and that our if you have an emergency please call this number or you know please make an appointment if it’s not urgent to come back the next day or whatever it might be right, so you can use your auto responder uh to to communicate and give people access to information if you’re not able to respond in the moment. Right? So that’s sort of the one of the high tech solutions sort of built into facebook um and I actually use this my personal, my organizational facebook page because I’m not, I’m not active on facebook, so I’m, I’m active on other platforms and so I use my auto responders let people know, hey I see that you found me here. I’m actually not here, I’m taking a break from facebook, but you can find me on linkedin, you can find me on instagram and here’s the information for that um low tech version of that is on this, I’m going to use twitter as an example, so twitter is another platform where I have a presence, but I’m not active, twitter is for this particular season of my life and work, not a tool that makes sense for me. Uh and so I made a decision that I’m going to take a break from twitter, so twitter does not have a built in auto responder, so what I’ve done is I’ve simply created a tweet that I have pinned that simply says I am not on twitter if you want to reach me, here’s how you can actually reach me, you can go to my instagram page or you can follow me or connect with me on linkedin and I’m happy to engage or two that way. So if you go to my twitter profile, that’s gonna be the first thing that you actually see, you’re gonna see that pin tweet that says I am out of the office where I’m away from twitter and here’s the best way to, to connect with me. So um auto responders I think are pretty cool when you’re using in this context. And so the high tech version is if the tool you’re using has that built in, you can do it that way and then given the example that I showed you with twitter where it’s not a native feature, um but you can still use it as such and this is important too for smaller organizations, maybe you have a small staff and it’s it’s not feasible. It probably doesn’t make sense from a communication standpoint to be Active on all the platforms at one time, but people might still be looking for you, that people might be looking for you on tiktok on twitter on facebook and maybe you’re not able to manage all those things, maybe you’re only able to manage, you know, instagram because you only have one person who’s working part time or whatever it is, right? And so you can acknowledge that people are looking for you across those platforms set up, auto responders if those things are available or just simply, you know, Panda message just says, hey, I know you’re looking for me here, but we’re taking a break, find us over here.

[00:35:54.54] spk_0:
I love it. You’re walking your walk, your your very intentional and mindful about what platforms you’re on. You said you you said at this phase, twitter doesn’t make sense for

[00:36:43.03] spk_1:
you. Yes. And I encourage everyone to think about that, particularly if you are managing a brand for your, for your organization, uh to consider like, yes, part of your audience might be on twitter, Part of your artists might be on facebook or on Tiktok, but if you realistically don’t have the capacity to manage those things, well, that’s perfectly okay, There’s nothing wrong with that. And so there are ways that you can figure out what’s one or two platforms that you actually can manage well, and then you can use the auto responder or another strategy to manage the fact that people are looking for you on those other platforms, but you simply don’t have the bandwidth to be on those right now. It’s

[00:36:57.73] spk_0:
also just very considerate. So that people, because because if people see a presence on a on one of the social sites, then I think it’s reasonable to assume that there’s gonna be some interaction if, if I if I try to engage with, you know, but but you’re being considerate and saying, you don’t don’t have that expectation because I’m not here, but you can find me in these other places and then I’ll be happy to engage with you.

[00:37:11.13] spk_1:
Very

[00:37:12.72] spk_0:
considerate, very considerate use of of the social network’s Jason, Jason.

[00:37:19.83] spk_2:
Yeah, so I would like to share a copy ai, so this is another really cool tool that it allows you to use ai to generate uh

[00:37:33.33] spk_1:
copy

[00:38:29.62] spk_2:
for various things, so I’ll give a few examples here. Um you can input something like a brief description of your organization, you know, what you do, or maybe, you know, you can copy and paste, you know, your case for support, you know, into it and what it does is it’ll generate you text based on what it is that you need. So let’s say for example, you would like to write social media posts that it can generate for you say, you know, 20 or 30 proposed, you know, social media posts with with content based on what you’ve input into it. Now, keeping in mind that, you know that this this is not intended to be like, you know, you copy and paste directly what comes out of this into your social media like that, this is more of a kind of a first draft kind of thing, but it can be a huge time saver for various things. So, you know, one example is for social media posts, another is um for landing pages, so if you’re trying to create, you know, landing pages for, you know, your website and you, you know, several of them that, you know, you can input the intent or what you would like and the system will auto generate, you know, within a few seconds, something that you know may otherwise take 10 or 15 minutes um or you know, depending on you know, how long you’re you’re making it um a 10 or 15 minutes reduced to a few seconds again for a first draft kind of thing that you can then tweak and evaluate. Um most of them are pretty good, you know that there’s some that you know, you definitely wouldn’t use but you know, I think that that’s the element of you know um the human in the loop kind of process to make sure that uh you know, this is working well

[00:39:11.12] spk_0:
that you said copy ai, is that is that an example of an app or that’s a general category

[00:39:17.34] spk_1:
of

[00:39:18.32] spk_0:
of the type of ai you’re talking about?

[00:39:20.90] spk_2:
So the website is copy dot ai

[00:39:23.52] spk_0:
copy dot ai. Okay, that’s an example of one of one. Okay, so

[00:39:39.42] spk_1:
Jason a question for you, so would an example be that let’s say tony were to take the transcript of this conversation and he wanted to generate social media from it. He upload the transcript to copy dot ai and have it do a first draft of social media for this conversation.

[00:40:41.21] spk_2:
Yeah, I think you could even um uh yeah I think put that in and then you could input, you know um uh you know generate uh generate a social media copy or landing page, you know, based on the, you know, the conversation, if you had a transcript available, uh the technology that it’s built on is built on a model called GPT three and that was released fairly recently and it’s it’s really really if if folks want to look beyond copy dot ai and want to dig a little deeper, um they can go to the open ai website and register for an account and it allows you to kind of peek under the hood and uh it gives a few options for folks to um, you know, have conversations with Ai or um try out, you know, you could input like very large blocks of text and ask it to, you know, summarize or explain, explain this to me. Like I’m a five year old for, you know, if you’re looking for like simplified descriptions

[00:40:44.42] spk_0:
and that’s a that’s an open ai.

[00:40:46.61] spk_2:
Yeah,

[00:40:47.71] spk_0:
open dot is it open dot ai,

[00:40:50.11] spk_2:
I believe. It’s open. Open ai dot

[00:41:09.41] spk_0:
com, interesting. Alright, alright, so we start to get a little more comfortable with artificial intelligence and not, not fear it. Uh and here, Alright, so it can give you a first draft, like you’re saying, instead of, so instead of looking at a blank screen uh it gives you a place to start for for a blog post or social posts. Alright, alright.

[00:41:31.31] spk_2:
Yeah, I think, I think it’s a big time saver and that like, you know, you could be spending like ours, you know, turning out those, those first drafts for um uh for some of this copy and, you know, really that this, you know, can save you those hours and really, you know, puts you more in a in a curation kind of mindset where you can, you know, take a look and tweak and kind of use those hours to um, you know, further refine um you know, the things that, you know, would otherwise be really time consuming to to put out.

[00:41:44.51] spk_0:
Yeah,

[00:42:29.30] spk_1:
I was gonna say so, Jason, I think one of the use cases we talked about was, you know, summarizing long or complex documents. So like if you’re an advocacy organization, you’re following policy or legislation that’s coming out. You know, a lot of those things they come out and you have to have a be ready to have a rapid response. Right? And so something that can really help is, if you can use a tool like copy dot ai to say, okay, can you give me like a really rough summary of this, you know, 100 page, you know, legislation that just came out, um and and just highlights, right? So again, it’s not gonna be perfect, but, you know, it you can use that alongside, you know, humans actually sort of taking a look at and reading line by line. Um and it can help you to sort of again speed up the process of if you need to respond to that, maybe there’s something you don’t like and they need to be able to put out a press release, you know, saying what you like and what you don’t like or whatever. It might be

[00:45:25.49] spk_0:
excellent. That’s a very good case. Alright. And, and Nico, this is in line with, you know what we were talking about earlier being busy versus being productive. You may feel like you’re productive if you’re reading the 100 pages of proposed legislation, but you can be more, much more productive by having a tool. Give you a first cut through it and then at the very least I will give you a place to focus your attention. So then you go read the pages that are relevant at the very least right business versus productivity. You don’t, you don’t want the former strive strive for the ladder. It’s time for Tony’s take two in the summertime when the weather is hot. You can stretch right up and rush this guy when the weather’s fine. You’ve got women, you’ve got women on your mind. Yes. The summer time is coming up of course that was Mongo jerry. You know him, they do all that the sound effects with their mouth. You know that I always thought that was on a washboard, but you watch the videos and just their mouths the summertime, the summertime. So I’m reminding you two make your plans for summer, whether it’s time alone, which can be very restorative or time with others. Whoever that might be. Start looking at that summertime calendar. You aren’t going to find the time to do the things you want to do this summer. You’re gonna have to make the time. You got to make the time. Set it aside. Be intentional. You want to spend time with these friends, Book the weekend and then it’s in violet. Everybody trusts everybody else and your weekend happens. So just uh, my advice, please set that time aside for yourself for others. Book it off and preserve it so that you can enjoy your summer the way you want to, whatever it means to you however you want to do it. Make the time. You’re not gonna find it. That is Tony’s take two. We’ve got boo koo but loads more time for apps, tools and tactics for the hybrid workplace with Jason, shim and Miko Whitlock, you guys have more. Right, I’m sure. Is there more, Is there more out there

[00:45:29.19] spk_1:
there? I mean, we we could talk forever. Um, so would you like us to go through another category and what would you like?

[00:45:37.29] spk_0:
Yeah, sure. You got please. What what’s, what’s the category introduced it. So we know what we’re talking about.

[00:46:01.68] spk_1:
So we’re talking about productivity. So this is category, Focus on productivity. And I’m going to highlight one around video. So there are lots of interesting video tools out there and I’m gonna group these together. So there are three. So there is Vidyard is one Bloom is the 2nd 1 and bonds Euro is the third. They’re all very similar.

[00:46:07.36] spk_0:
Say the first one again?

[00:46:09.28] spk_1:
Vidyard.

[00:46:10.48] spk_0:
Vidyard,

[00:46:13.38] spk_1:
Yes, V I D White, A R D.

[00:46:14.87] spk_0:
Vidyard and

[00:48:16.17] spk_1:
then loom. So they’re all very similar. Uh And the, you know, one of the more common use cases is particularly since we’re working a lot of us in the remote or hybrid setting. Um you asked me for example earlier, how do I find the dictation feature in google docs or in Microsoft word for example. Um And so in this youth case I could actually send you a video with the voice over with me on the screen showing you my screen and showing you step by step how to actually do it. So as opposed to simply just send you the instructions, I can actually show you and you could say, okay, well actually I don’t see it, I’m like, well, tony show me what you’re seeing. You could send me a video back, show me what you what you see and it can be asynchronous. So right now we are together having our conversation together, but maybe we are asynchronous, you know, maybe you’re in a different time zone. Um and you know, we are available to respond at different times. And so this allows you to send video back and forth. Uh and you know, help one another in a way that’s going to be more helpful than simply sending someone a list of things and an email do this, this and this, right. People can actually see it another use case. And this is something that, that, um, you know, Jason shared in terms of fundraising, you know, you know, how often do you make a donation and you receive nowadays, um, an email or if that at all saying thank you for your donation and that’s it, like, that’s all you get right. But how cool would it be if you got a sort of an email, you got a short video that was like, hey Tony, thank you for your 25 donation, $25 donation to save the Wells. I really appreciate it as a result of it. You know, you’re gonna save x number of wells and we appreciate your support and you’ve got like a 32nd video from somebody, um, you know, how impactful would that be. And so tools like this allow you to actually do that fairly fairly easily. So there’s so many use cases for this and one of the, the, the broader points in terms of productivity that allows you to make particularly hybrid or remote work more productive, particularly when you’re working a synchronously. So if you’re not gonna zoom together, you’re not together, you’re working at different times. Um, but you want to bridge the communication gap. Um, these can be powerful tools to help you do just that

[00:48:49.17] spk_0:
bonjour Euro is one that I know and I, and I use, uh, for exactly the way you describe it. I don’t do it with donors, but I do it with new members to my, my course planned giving accelerator when when someone has, has joined the course and paid the tuition, I send them instantly. I send them and I, I tease it with, you know, when I see your payment comes through, I’ll send you my special welcome.

[00:48:59.37] spk_1:
Yes.

[00:49:09.37] spk_0:
And then the special welcome is that it’s a 30 or 45 2nd video. It’s just I find that one makes it very easy to use. But you’re saying loom and vidyard also as good as bond or Oh

[00:49:58.57] spk_1:
yeah, so they’re, they’re very similar. And so maybe Jason can speak to like some of the nuances there that I’m not aware of. Another use case here too is, you know, you know, you mentioned you have your courses and so on. I do a lot of prerecorded things and so, you know, things like bloom can be super useful where I can, you know, maybe I don’t want to use them. Um, maybe I wanna use um, bloom because I want to share my screen. Maybe I’m doing drawings on the screen and I want to show people things I wanna point to stuff. I want to highlight different things. Uh, but I want people to be able to see me and hear me as well. Um, so a tool like loom for example, can be a powerful tool to help you to to to do that. So when people get you’re recording, it’s not just you, but they’re able to see you your slides, they’re able to see you interacting with the slides. Um and and so on.

[00:50:02.76] spk_0:
How is that better than using zoom? If you just recorded yourself on zoom and shared your screen, zoom has a white board feature,

[00:50:11.36] spk_1:
it’s just an alternative.

[00:50:13.06] spk_0:
Yeah, it’s

[00:50:13.45] spk_1:
just an alternative.

[00:50:15.46] spk_0:
Yeah. As you can loom you can zoom Alright,

[00:50:17.61] spk_1:
alright.

[00:50:18.76] spk_0:
It’s cool. Uh

[00:50:59.86] spk_2:
I’ve also found that for for figured um when I’ve had to troubleshoot any technical issues with any of the software that I’m using. Uh and I send in a video video detailing exactly what my screen looks like and what I’m doing as I’m narrating it. Um I up until I started doing that, I never got feedback from support people being like, oh my gosh, this is so amazing, thank you. Since I started doing that feedback that I get from support folks like thank you so much, you know, this has saved multiple back and forth emails and we can solve and diagnosed the problem in one shot. And so if you if you want to make a support persons day in your for technical issues, you know, record a video of your have any problems here you’re having and send that in

[00:51:02.76] spk_0:
and also be more productive.

[00:51:05.76] spk_1:
Yes,

[00:51:06.36] spk_0:
avoid the end, avoid the endless emails back and forth. All right,

[00:51:10.48] spk_1:
yes,

[00:51:13.06] spk_0:
Jason your turn.

[00:51:54.16] spk_2:
Yeah. So speaking of avoiding, you know, back and forth. A couple of tools that I’d like to highlight is addressing uh quite quite a simple thing. So, you know, I think folks tend to copy and paste fairly frequently on a day to day basis. So, you know, you go into one document and you need to copy something over into another document. But what do you do when you have many little bits of information that you need to shuffle over now? For most folks, you know, they may just flip back and forth over and over again. However, there are there is software that will make it easier to do that. Um So the specific software for Mac, it’s all the fly cut and the windows um equivalent is copy Q. That’s the letter Q. And the analogy I would use is that it’s kind of like a bucket for your clipboard. Or maybe a better analogy is a like a coffee tray. So instead of having to go back and forth to the coffee shop, you know, for each individual kind of request that you can just kind of put it, you know, in a tray and get it all at once. And then, you know, when you’re um moving between programs that you can, you know, copy copy, copy a whole bunch of different stuff. So

[00:52:27.41] spk_0:
Let’s say you could have 20

[00:52:33.75] spk_2:
different items, then you can move to, you know, where you actually want to paste the stuff and then, you know, paste paste paste paste, instead of having to go back and forth 40 times. You could, you know, just batch those all at once. And this is a very simple, but um you know, if you’re doing this like, I don’t know, 40 50 times a day and you multiply that over the course of a year, like this can save a huge amount of time.

[00:52:56.55] spk_0:
Why do we have to wait till 20, for somebody to think of that? I’m sorry, what did you say?

[00:53:14.35] spk_1:
I think equivalents have been around for a while. I think they’ve they’ve evolved over time, but they’ve been around for a while. Like the for particularly for folks that are like into programming and things like that, they’re probably we’re aware of these tools, you know? Well, before now,

[00:53:50.95] spk_0:
Alright, I was not alright, copy to you. Yeah. You know, from my intent interviews, my ntC interviews, I I was copying and pasting the tight onto I made a sheet for each for each interview. So I need the title, I need the uh the, the short bios of each person or the name and the title, but they’re not together. So I was doing them separately because they’re not together on the page and then I need the description and I need the learning outcomes. So it’s like four or five or depending on the number of speakers could be like eight different copy and paste for one interview. Alright so I can bulk copy and then bulk paste with copy

[00:53:54.69] spk_2:
queue

[00:53:55.75] spk_1:
or you could just hire Jason to create a process where it it’s great. It scrapes the website, it creates the sheets for

[00:54:01.25] spk_0:
you.

[00:54:06.98] spk_1:
Exactly. And you’ll just you know, take you 30 seconds and you’ll have all the things you

[00:54:14.84] spk_0:
need Jason. I don’t think I can afford Jason though. His expertise is being

[00:54:18.02] spk_2:
friends and family discount.

[00:54:19.10] spk_0:
Thank you. Alright.

[00:54:21.15] spk_1:
And he’s he’s on parental leave now so you can take advantage of that, you

[00:54:23.91] spk_0:
know? That’s right. I got leverage. Yes. Well it it paid paid leave.

[00:54:29.14] spk_2:
Yeah.

[00:54:44.64] spk_0:
I don’t have quite the economic but take the friends, I’ll take the friends and family discount. Alright. Um Alright let’s keep going. We got a couple more minutes, we can spend a lot more time um Do something else. Somebody I I’m not gonna call you guys decide who wants to go next.

[00:55:04.04] spk_1:
I’ll talk about timing. So we were working in a remote and hybrid world, I think all of us but I think yeah, I think all of us are probably in different time zones, right? And so I find um particularly in remote hybrid environment that I’ve I’ve there have been instances where I’ve gotten confused about times I was like and what time something is and I actually think this, this actually happened for our ntc session and I was like, well I thought this was an hour later, you know,

[00:55:10.55] spk_0:
oh my

[00:55:16.04] spk_1:
I did not know, luckily Jason, you know had the sense to to call and

[00:55:19.48] spk_0:
text. Yes.

[00:57:36.93] spk_1:
So we so we got that that part figured out. So one of the things that I that I love is a feature because I’m a I’m a big google calendar person. So I there’s a feature in google calendar actually to one is called multiple time zones requires no add on, you can go into your settings and you can, if there are frequent time zones that you’re operating across for your organization, you can add those. And so I’ve added those in terms of the clients that I worked with, what are the three or four most frequent time zones so that when I’m booking um appointments, I can see which time zone it is and make sure that it’s the right time. And then the other is the world clock feature that is very similar um that allows you to see what time it is in different time zones at a glance. Um and that allows um scheduling to to make things easier. Um and it’s for me like as someone who’s traveling and you’re working with people across multiple time zones, that helps me to understand, okay, what time zone am I in and what time zone is my is my client in and I’ll give you an example that was really relevant with the daylight savings time. So the place that I’m at now. Um so so some people that I know this, but when we have daylight savings time, not every time zone changes at the same time. Right? And so the time zone that I was in this year, um there was like a three week difference, right? Where there was, there was like, I wasn’t like no man’s land where like it was like regular time or standard time everywhere else. But like I’m still stuck in like this place where like I’m in purgatory or something. And so I needed to be very, very uh in tune with like what time it was for me versus what time it was, wherever it was that I was with the folks that I was actually collaborating with. So multiple time zones and the world clocks feature, I don’t need to add anything, simply the features that you can actually turn on by going into your settings into your google calendar. Um They’re similar features for for outlook for folks who are looking for those so you can google and and figure out what those things are. But something super simple, but actually super helpful in terms of helping you to be more productive when it comes to scheduling those those meetings.

[00:57:40.53] spk_0:
Alright, so, so world clock and multiple time zones that those are both features in google calendar.

[00:57:45.93] spk_1:
Okay,

[00:58:02.72] spk_0:
because I’m thinking when you said world clock, I’m thinking too, I use iphone, you can just set up multiple just on iphone set up multiple time zones for where your where your clients are. I mean I’ve been doing some collaborating with some folks in India now and

[00:58:03.28] spk_1:
absolutely

[00:58:07.82] spk_0:
It’s 10.5 hours ahead from eastern time where I am. So and and it’s a half hour difference in every time zone is not on the hour

[00:58:12.92] spk_1:
in

[00:58:16.82] spk_0:
terms of different so there’s 1.5 hours. Um And then in my class we had the trouble. Hawaii does not use daylight savings

[00:58:21.18] spk_1:
time. Funny

[00:58:22.92] spk_0:
there, but they don’t need it. So the class members from hawaii we’re late for or they missed the missed the class after daylight savings time. They don’t think of it. So

[00:58:33.96] spk_1:
uh

[00:58:41.12] spk_0:
get smart. Yes. Just be productive. You know, there are tools to help you with this. You don’t have to make the calculation every time. I love your kids like you’re traveling. All right. So I know you know from your home this client is plus three hours. But right now I just went back to So now they’re plus five or do I add the two or do I subtract the +25 plus one now, you know,

[00:58:59.12] spk_1:
So you’re you’re doing like a math problem right

[00:59:15.22] spk_0:
use your tools use the tools please use the tools. Um All right. Nico I let Jason open. So why don’t you wrap us up and give us give us one more and take us out with little motivation.

[01:01:14.21] spk_1:
All right. So I’ll give you one more and a little bit motivation. So the last one I’m gonna give you is a tool called what’s at business. A lot of folks are familiar with what’s app which is encrypted SmS platform. There are others like telegram and and and and like um but one of the things I like about what’s at business is um it allows you to number one have more than one WhatsApp number. So if you have just a regular WhatsApp, most people understand that. One of the limitations is that you can only tie one phone number to WhatsApp. And so I travel internationally. So I have an international number and I have a US number. But with the traditional WhatsApp I wasn’t able to use WhatsApp with both numbers. Well now I can because I set up a WhatsApp business account and I’ve attached my international number two that and now I can use both WhatsApp accounts um simultaneously. The other use cases for organizations. Um Going back to the crisis hotline example, maybe you’re using WhatsApp as a way to communicate with folks and have it be encrypted for example, um you can set up a catalog or a menu of services that you offer within what’s at business. You can set up auto responders so people can get a response if you’re not available. They can get a response of of like your office hours or how to contact you um doing regular times of who to contact if it’s an emergency. Um and you can allow ready access for multiple people to use the west top business account and be able to respond to messages. Um and and not have that limitation that you have with the traditional um WhatsApp that most people are familiar with. So um if going back to this time zone um challenge you also have multiple phone numbers for whatever reason, right? Hopefully for legal reasons um that you’re you’re able to use WhatsApp um business to help make that transition a bit more a bit more seamless. So um

[01:01:23.41] spk_0:
you

[01:02:24.40] spk_1:
know as we close out, you know, I really want to just go back to what we talked about at the top which is you asked us about the mental model for the work that we’re doing. And um it’s really again moving from being busy, right, taking off things on the checklist, ticking through those emails, you know, counting the number of hours that you worked and really centering the amount of your time and energy and effort on being productive and moving towards tangible meaningful, impactful outcomes for your work. And to apply this, not just for your work but also personally we can apply these same concepts to how are we um making ourselves more productive so that we can be more present and more available for our friends, for our family, for our colleagues and also for ourselves because ultimately, if we are not at our best, when we cant give our best and so we want to make sure that we are keeping that in mind as we think about this topic of Absolutely and tactics specifically in this hybrid world that we’re experiencing right now,

[01:02:45.30] spk_0:
That’s a perfect wrap up. Thank you and I’m gonna, I’m gonna ruin it now. You’re stuck with a lackluster host. It’s tragic. Really tragic because while you were talking, I realized, you know, we didn’t talk anything about email help. Help with the email email management. Are there, do you guys have anything I’m putting you on the spot now in a specific category, Do you have ideas for? I feel bad for ruining your outstanding rapper. We’ll just have to listen to, you have to replay it after we have, but we gotta hit email. You mentioned email, you have, you have tips for email management?

[01:03:12.20] spk_1:
We do. There are tons of tips and um, I’m gonna let Jason there was one you covered in the session um the inbox pause. You want to talk a little about that?

[01:04:23.19] spk_2:
Yeah, there’s a tool called inbox because it’s uh it’s made by boomerang and it’s a plug in that it’s, it applies for gmail and what it does is that it will hide your inbox until you’re you’re kind of ready to to view or that’s that’s one of the settings that you can have. But the positive boxes that when you press the pause button, it’ll stop the emails from coming in. So that uh you know, you can more carefully manage your time around how you process the email. So instead of you know, going back and checking and responding that you can actually, you know, schedule in time and your calendar be okay. This is my designated email checking and responding time. And not kind of have that temptation of having the email sitting in the inbox because you literally can’t see them until you hit the resume inbox. And then all the emails will come flooding in and then you can process it then and there. So uh you know this this kind of goes in line with what we shared earlier about, you know, um Newsfeed Eradicate. Er it’s kind of similar in its function and that um you know, this is to manage your attention and you know, help make it easier to uh schedule intentional time to to deal with those things.

[01:04:28.81] spk_0:
Okay? Inbox inbox pause. You have another, you have another email tool, Jason.

[01:04:35.69] spk_2:
I have one.

[01:04:41.19] spk_1:
Yeah, I was gonna okay.

[01:04:42.09] spk_2:
Uh

[01:07:24.88] spk_1:
so I was going to share uh it’s a strategy and then the tool related to the strategy. So the research shows that we spend more than half of our work time actually reading writing, responding to email. More than half of our work time reading writing responding to emails. So a significant chunk of our lives are spent nowadays, you know in our in our inboxes. And so one of the most effective things that we can do to manage that time more effectively and to actually lower that amount of time is to um reduce the number of decisions that we have to make about the things in our inbox. And one of the most effective ways to do that is by actually filtering things into different buckets um so that you’re not having to think about that because when when the when the email comes in it’s not just responding to that, you have to think okay do I respond to this? Is this spam and it will respond to this now do I respond to this later? How urgent is this? You’re having to think about all those things simultaneously and it becomes mentally and emotionally draining and exhausting over time. So I use Gmail and one of the ways I do this with Gmail is I use the multiple inboxes feature That allows me to sort things into um four different buckets. I have my main inbox I have um you know, alert for things like google docs. So if Jason and I are working on something and Jason’s tagging me, I can see that Jason tagged me and expecting a response. I have my newsletters right, so those are things that don’t require an immediate response. So those are things I want to go back to. But I don’t need to see that in my inbox and then drag it and drop it to manually to a folder and then the last one of the receipts. Right? So if I’m ordering things online, um I don’t need to see that receipt right away. So if I need to see that receipt for tax purposes or if we’re getting reimbursement, I know that it’s there in my my receipts folder and I can go back and look at that um later. And what that means is then I have those four categories. Then I’m spending less time sorting through my inbox and I can spend more of that time actually responding to the things that are actually the higher priority. So you can do this. Also for outlook, there’s a smart inbox feature that can support this. You can also set up filters um to route things to different in boxes. You can color code things based on who it’s from. For example. So if if your top priorities to respond to e mails from donors and to your your supervisor or the ceo of your organization, um you can flag those as a different color so that you can make sure that you’re always focusing on those things first. So there are many different ways you can do this. But the broader principle here is to um set up filters, Whatever system works for you in terms of filtering so that you’re spending less time mental and emotional energy processing email but actually being productive when it comes to the type of email that you’re receiving.

[01:08:14.27] spk_0:
Thank you. All right, thank you guys for going a little long again. I didn’t think of email until until Nico mentioned it, but so we went long. But so thank you for the graciousness being gracious around that. But I mean the stuff we talked about, you know, do not disturb night shift, night light news feed. Eradicate er stay focused, visual, ping auto responders copy dot ai vineyard loom bands, Euro fly cut copy queue multiple times. Well multiple time zones. Oh multiple time zones, World clock feature, right, what’s that business? Uh inbox pause and uh just being intentional filtering, filtering, filtering, filtering,

[01:08:18.97] spk_1:
filtering so

[01:08:29.27] spk_0:
Incredible. I was probably another hour and a half. Alright, they are, they are both both former board members of N 10. Jason Shim Director of Digital Path, digital strategy and transformation at pathways to education. Canada and Mexico market Whitlock the mindful techie, a speaker and trainer on mindfulness and technology, Jason Miko, Thank you so much. Thanks for sharing all this.

[01:08:48.07] spk_1:
Thank you for having us. Thanks

[01:08:49.59] spk_2:
for having us,

[01:09:46.77] spk_0:
absolute pleasure, loved it. Thank you. Next week We’re gonna have more from 22 NTCC asking for receiving and giving feedback if you missed any part of this week’s show. I Beseech you find it at tony-martignetti dot com responded by turning 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. Marc Silverman is our Web guy and this music is by scott Stein. Thank you for that. Affirmation scotty. You’re with me next week for non proper. radio big nonprofit ideas for the The other 95% go out and be great. Mm hmm.

Nonprofit Radio for April 11, 2022: Measuring Equity

 

Danielle Fox, Ellonda Williams & Raj Aggarwal: Measuring Equity

We’re kicking off the 2022 Nonprofit Technology Conference (#22NTC) conversations, with a discussion of how equity can be incorporated into your nonprofit’s performance measurement. Sharing their collaboration are Danielle Fox at Union of Concerned Scientists, Ellonda Williams with B Lab and Rajneesh Aggarwal from Provoc.

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[00:02:45.84] spk_0:
mm hmm. Hello and welcome to Tony-Martignetti non profit radio big nonprofit ideas for the other 95%,, I’m your aptly named host of your favorite abdominal podcast. Oh, I’m glad you’re with me. I get slapped with a diagnosis of pollen, euro Maya’s itis. If you inflamed me with the idea that you missed this week’s show measuring equity, We’re kicking off the 2022 nonprofit technology conference conversations with a discussion of how equity can be incorporated into your nonprofits, performance measurement, sharing their collaboration are Danielle Fox at Union of concerned scientists. Alando Williams with the lab and Rajneesh Agarwal From provoke On Tony’s take two, you’re responsible for donor relationships. We’re sponsored by turn to communications pr and content for nonprofits. Your story is their mission turn hyphen two dot c o here is measuring equity. Welcome to tony-martignetti non profit radio coverage of 22 N T C. By now. You know what that is. You know that it’s the 2022 nonprofit technology conference, you know that it’s hosted by N 10 very smart savvy organization helping everyone use technology in their social change work. You know, all this. What you don’t know is that my guests now are Daniel Fox, Alando Williams and raj Aggarwal but now you do now you’re informed now, you know, as much as I do Daniel Fox is campaign and Science network manager at the Union of concerned scientists. Alando Williams is director of justice Equity, diversity and inclusion Jedi at B lab and raj aggarwal is president of provoke Daniel Ayalon garage welcome to nonprofit radio and and Farage welcome back. I hope I’m, I hope I’m as excited to have you back now uh, in half an hour or 45 minutes as I am now, Rogers already given me trouble before we even started recording. So I’ll have to check in with me every 15 minutes to see how my raj meter is is is jumping. Okay,

[00:02:47.88] spk_1:
what about what about my tony meter?

[00:03:07.24] spk_0:
It’s less important because that’s the relevance of that is raj Aggarwal. non profit radio that’s where you can measure your tony meter, but tony-martignetti non profit radio I can measure my raj meter anytime I want to. So pardon me, Yolanda,

[00:03:08.51] spk_2:
it’s House Rules,

[00:03:33.94] spk_0:
House Rules, House rules, get your own show essentially it was what my advice is to, to raj. Okay, let’s see, So let’s give everybody a chance to give a brief, let’s, you know, we’re not, you’re, you’re talking to an audience of 13,000 folks who are already in nonprofits. So you’re you’re likely not talking to potential donors, but for a little context please, you know, briefly Danielle, what’s the union of concerned scientists about?

[00:03:37.34] spk_3:
Sure. So the concern of concerned scientists is a science advocacy organization, essentially. We’re all about how do you put science and the scientific community to work for a better world. Uh, and that also means more just policies and political systems and so we’ll get into it a little bit soon but working with the justice and equity lens is fundamental for us to actually be able to fulfill our mission. Um And so that’s why I’m excited to talk about how we measure it.

[00:04:33.84] spk_0:
Thank you for supporting the work of scientists. Uh it’s especially now, but please thank you. You know, science scientists, they’re I think they’re not to be marginalized and and mocked there to be central to a central to a conversation and essential in a in a rational world. So thank you for doing that, Yolanda. Please tell us about B Lab

[00:05:26.14] spk_2:
you too. Yes. Um so the lab is a non profit network that transforms the global economy to benefit all people communities and planet. Basically what we do is really our vision is to create a collective vision of inclusive, equitable and regenerative economic economy. So we really come into organizations and businesses known as the corpse. Um and we certify them using our set of standards to really take a look at their organization. How are they treating them? How are they treating their community? How are they paying their staff? How do folks feel showing up as part of a member of that organization? And so collectively we have over 4000 dead corpse across the globe. Um and we all come together to really assess how to do things in a more um Jedi forward and equitable way with really um centering around economy and how do we change? How do we think about business

[00:05:29.74] spk_0:
is B lab the certifying like agency or not for for B corpse? It’s isn’t where folks apply for for for B corp status.

[00:05:41.24] spk_2:
You got it. That’s a really good question. So be lab, which is where I work. Um It’s part of our entire B lab global network. So we are movement. So be lab itself is the certifying body and that is where individuals kind of start um taking our basic impact assessment in terms of your organization to really assess how do you fare as it as it as it is against our current standards. Um and that kind of gets, gets your foot running in terms of getting certified to become a B corporation.

[00:06:20.24] spk_0:
Excellent. Alright, thank you raj. Tell us about provoke which is spelled P R O V O C. When I first met Roger, I thought it was provocative. He corrected me. Of course it’s provoked raj, Tell us about the the agency,

[00:06:29.74] spk_1:
thank you. tony So provoked is a brand, the narrative strategy and uh communications and campaign um firm that roots are that does their work through an ever deepening racial equity lens.

[00:07:08.94] spk_0:
All right, thank you all again for being here. Um Daniel. Let’s start with you. Oh well, I didn’t introduce the session topic which is can equity be measured lessons from a great collaboration Danielle. It seems that you’re the you’re the organization that was interested in as you said, Centering I guess you know, walking the walk now of uh justice equity, diversity, inclusion Jedi why why did that become important to you when whenever it did versus some other time.

[00:08:22.04] spk_3:
Yeah. Absolutely. Well I think it’s I think that the organization has had to do its own unlearning relearning and thinking about, you know, as we look at the political systems and systems of racism and injustice that we need to change how we do our work frankly and how we show up. Uh it’s a different definition of success if we’re going to be true to our mission and our stated values and so with that um we’ve tried to work hard and continue to continue to learn, continue to mess up, continue to make progress and continue to take steps forward. Uh, but the work that we did with provoke was specifically around our science network. So we have this network of about 25,000 scientists and technical experts that come to U. C. S. To say hey I want to grow as an advocate and get involved and put my skills to work for social and policy change now for us for us to truly be successful. That meant that we also needed to ground how we were organizing and cultivating scientists and researchers and putting their skills to work to rectify social wrongs. That includes fighting environmental racism. That includes addressing the disproportionate impacts of all the health and environmental hazards that are going unchecked that we’re trying to put science to work to help tackle. So at the end of the day, that is really what it’s about. I think we truly

[00:08:54.34] spk_2:
when

[00:09:42.84] spk_3:
you know better you have to do better, Right? So we needed to change how we define success. And one of the things that has been so fantastic is to see the power of scientists as authentic partners with communities most impacted by the issues we’re tackling. And so the initiative that we were working on is looking at how do we scale up the ability for scientists to join us and get active? And that was through building local teams. That’s a distributed network of now, more than 50 groups throughout the country who are getting involved, but we knew that we needed to hold ourselves accountable and learn deeply about what did it what did it mean to have inclusive teams and what did it mean to integrate a lens of justice and equity and how we did our advocate building and engagement. And so that’s where we teamed up with provoked for and that’s how we’re trying to um you know, put metrics and accountability to the progress and what we’re trying to do here.

[00:09:58.74] spk_0:
Okay. And I love when you know better you need to do better. Excellent. Um Yolanda, how did how does B lab fit into this collaboration?

[00:12:30.04] spk_2:
Well, there’s there’s a couple of different ways that we fit into this collaborate. So this particular collaboration uh was between um you know, as Danielle mentioned with garage um and collaborating, collaborating provoked provoked as a report. So the fun thing about that is that I worked really closely with other be corpse that are in this space. And so not only is provoked A B corp but provoke is a B corp that that works in the Jedi space that works in the equity space. And so we’re able to constantly um share learnings, share what we share what we um discovered in in our our dialogues and our policies and our practices and and from the results um of surveys and internal work that we’re doing. So we all always able to kind of like iron sharpens iron. Right? So I’m in good company um with provoking those over, over in that space to be able to think more about, okay if provoking the people up and we’re working with other organizations to really identify how do we show up what role does the lab have in that and how do we kind of take the ideas that are that are that we’re starting at the lab in this conversation while we’re trying to tackle eyes some of these critical challenges. These are global challenges. So um sharing learnings and adapting what we learned is really a way to uh drive the learning forward. And then these types of collaborations, we can learn what went well and a really fun thing is when I was even spoken speaking with Danielle like a lot of this stuff is the same thing. There’s a lot of similarities in this realm and I think what it does that drives the, the understanding that Jedi is everybody’s job, equity, bility is everybody’s job there. It doesn’t matter what your role is, right? I’m quote unquote an expert, I didn’t give myself that title, right. People see people in the space and we give each other these titles, but we’re all accountable to this work. We’re all accountable, we’re showing up differently and I love what Danielle said as well around when you know better, you do better because then that means that you have to think differently and so our session and when we talk about how do we measure, how do we measure equity? It really starts with asking ourselves a lot of questions, why are we doing this way? You know, why do we always do it this way? Who who, who are we thinking about? Who’s in the margins and in these intersections there is no one size fits all. So something that Danielle and and and their team might do might be very different. But in the learnings of what went well, what are the challenges, what, what, what we still need to elevate um is where we can all try to come together to identify solutions that are gonna be solutions that we all can, can, can use.

[00:12:42.41] spk_0:
Yeah,

[00:12:43.18] spk_2:
alright,

[00:13:34.14] spk_0:
now raj despite your, your pre recording admonition that I’m not turned to you too much. I promise. Trust me, trust me, I won’t, but I will at this point because you were the um I don’t know, maybe it’s not fair to say the catalyst, but you were the you were the, the, the helpers. That’s a great word, that that’s a sophisticated technical term. You were the you were the you were the drivers for the union of concerned scientists. So what should, what should nonprofits be thinking about? Like at the very early stages, what did you advise Danielle and her team, you know, at early stages to be, to be, I don’t know, assessing uh measuring or you know, given where they were at the time. You know, what was your advice at the earliest stages is what I’m trying to get at.

[00:16:02.34] spk_1:
Yeah, so first of all, um I just really appreciate Danielle and Yolanda and I learned so much from them all the time and just how we show up in partnership. So I was really taking this as an opportunity to learn from them. Um I appreciate the term catalyst and also with our work with the Union of concerned scientists, I was reminding the client just the other day that, you know, the term catalyst is a is a term and chemistry, which I actually have a degree in which I rarely use and the purpose of that is a catalyst is something that helps to reduce the activation energy of a chemical process. So, so it’s going to happen anyway. But hopefully through an intervention through hopefully our team, we can maybe get there a little bit quicker. That’s that’s what a catalyst does. So I’ll take it. Um um so you know, with with so obviously part of the reason that we participated in this work is we do a lot of work on equity. And often people ask this question, you know, because of just the nature of the world. Business capitalism is are we really getting there and how can we measure it? And how can we report on it? Um and that’s obviously really important to do that as well. And so some of the things that we asked, you know, for certain scientists to do was to really think critically about why they want to change the world, how they plan to turn that into reality and what best metrics represent that success. And so for example, sometimes we would hear language from um union of concerned scientists around things like high impact actions. And so we asked them to specify what is the list of those actions or underrepresented scientists. And then we asked them to get really specific about what does that mean race, economic status, gender identity, disability. And to amplify and support. And what does that mean? And one of the big things that came up in our session with uh N. T. C. Just last week is this idea of impact and how that’s been so much that comes up in nonprofits, but we don’t really define it. So this practice that really was a whole practice of definition and then determining what tools and measures you can go about doing it. And Danielle will talk to you also about like what has happened since they started doing this and where did it work? And where did it didn’t, where does subjectivity come into this? Because some of that, so many of these things are going to be subjective through how a person might perceive what they’re actually doing. Um, and it may not be measured by a specific number. So, um, that was, that’s just one thing in here. So what the union concerns scientists did was they established six key performance indicators and 15 supporting metrics to evaluate the growth of local engagement program across the US, um, including an equity specific KPI

[00:18:39.74] spk_0:
it’s time for a break. Turn to communications. Here’s the ways that they can help you media relations. You’ve heard me talk about this, that’s the relationships building those relationships with outlets like the chronicle of philanthropy, the new york Times Market watch fast company Washington post. All places where turned to clients have gotten placements, content marketing. If you’re interested in white papers, Your annual report falls into that. You want them to do research for you. Maybe research on a program and then publish that research for you to share with donors, foundations. You know, other supporters research. They can do research for you and write about it. Speech writing, ghostwriting training on media management, media relations website. They can build website for you website creation redesign. I haven’t talked about that one. But yes they do that too. So all you know media relations, content management thought leadership web social media social marketing turn to communications, right? Your story is their mission turn hyphen two dot C. O. Now back to measuring equity. Raj said this is all very subjective. I was thinking ethereal you know, but it’s it’s uh it’s it’s it’s hard to it’s hard to grasp however you you know how every whatever word you use to describe it. So Danielle, you know how did the U. C. S. Start to start to start to grasp it. You know, start, I mean eventually you end up with like raj said, you know, six KPI s and 15 supporting metrics, you know, whatever. But you know, how do you take that incrementally with this? Very subjective these very subjective concepts.

[00:21:57.84] spk_3:
Absolutely. Yeah. I’m happy to I’m gonna try to discuss it. It might sound a little messy when I discuss it but that’s so actually symbolic of what the processes and the fact that it’s just messy. Let’s do it. Oh no, it’s fine. Honestly if we’re going to talk about equity, it should always be a little uncomfortable. Um so one of the uh you know, one of the very first things I think we did with roger and the team and I really appreciated it was to just hold space for dialogue about why this even matters and what impact looks like. And I don’t mean that vaguely, we had to do a tactical visioning exercise. What described, what does impact look feel smell like when you see it, when does it take place? Um, and I think that that was so critical because we took the time to ask ourselves questions before thinking we knew anything just like Yolanda had said. Um, and so it was the time to ask ourselves those questions and overlay that with our theory of change. Why are we even saying that these local teams need to be organizing with the commitment to equity, What is equity scientist organizing really looked like. And so we held some time to really build that, which was so critical because it ultimately served as a compass for when my team of organizers waited through all of the possibilities of things we could look at and measure. And we’re from a science based organization. So you might imagine we are curious souls that want to learn a lot of information and bless rajan their team. They sat with us through it and said, well it sounds like you’re interested in your heart is telling you you need to know all of these things that might have something to do with it. But at the end of the day when we just talked about that compass of what does impact actually look like? What are the most fundamental indicators that you can consistently track that will tell, you will do the real learning of letting you know if you’re making progress or not. And so it was really the process of starting big and messy and then running through all sorts of variations of how we may or may know whether we are in fact grounding equity and inclusion in our teams based organizing and then painstakingly. But we had we built good trust along the way. So that was so critical um narrowed down to core um things that we were going to measure. So we ultimately had two of our six core keep key performance indicators that helped us measure three things, diversity of the team’s inclusive practice of our team leaders and how they are building and running those teams and the members education and engagement in terms of what is explicitly addressing equity or amplifying underrepresented upper underrepresented voices and the issues that we’re working on. And we had to define those throughout the way to be able to measure that. So that was a little bit of the process.

[00:22:06.04] spk_0:
You were able to capture those three Concepts in two Kpi s.

[00:22:46.24] spk_3:
Yeah, we we collected we collected for a few different things. So that is, you know, a number of instances where underrepresented scientists were supported or where partners were grounded in the work that uh some of the team members were um, taking up, uh, that also includes things like number of teams. What is the diversity in the makeup of that team and discuss the actual practices and how you’re running those teams. So we did that through some collection of different survey questions which we can dive into a little bit later. It was an iterative process. I’ll tell you that much.

[00:23:06.94] spk_0:
Yeah, no, I can tell for sure. And and and just for some context, I guess, how does this relate then to um, performance measurement? Like is this, is this is this drill down to individual employees or volunteer? No, I don’t know. It’s volunteers or employees like performance evaluations.

[00:24:23.14] spk_3:
Yes, that’s a good question. This for us is more about impact measurement. Um, and so the reason why we did this all along is to make sure that the data, we’re going to need to collect data about how these local teams are working and building. And it seems fundamental to us to make sure that equity inclusion were part of those because we were talking about this earlier. You manage what you measure, right? And so we needed to make sure that our key performance indicators included equity and inclusion and how we were building out our program. So the whole goal of those indicators are to help us learn as the people, the practitioners and the people who are building out this program are we actually making progress on those things that we are saying we care about and then to hold a space for accountability when we actually have to assess the growth and impact of our program. And then also just finally to invite a culture of learning both for us as staff who are trying to do things differently and for our science network members who are trying to join us in a movement to evolved scientists engagement and advocacy with a stronger equity lens. So it served more of a learning and accountability versus a performance performance evaluation.

[00:24:46.04] spk_0:
Okay. Okay. Um Alondra, your you wanted to take away, you know, you wanted to learn lessons takeaways like what, what are you hearing as as Daniel is describing this?

[00:27:56.34] spk_2:
Ah what I’m hearing is excitement, right? I’m hearing, I’m hearing alignment. Um uh we, we talk a lot about accountability especially at black. So, so um when you’re thinking about KPI S and I’m something that Daniel said around like you when you’re measuring, like that’s what you’re focusing on, your focusing on what you’re measuring. And so if you’re not measuring something that is a clear kind of like red flag of like if you’re not measuring it, you’re not tracking it, you’re not paying any attention to it. Um and so you’re measuring what really matters. And so it’s an outward depiction of what an organization truly matter, what matters to an organization, look at what they’re tracking and look at what they’re measuring. Um and so as a network B lab and we have all these reports, thousands of people were measuring what matters. But how are we if we’re trying to build an inclusive economic system and business is at the center of that? How do we do that? How do we have conversations with people? I might be an expert in the area. Um and raj talked about his degree and we’ve got we’ve got scientists and I’m not a scientist, right? Ah And so how do we educate people around how to approach their job? A lot of times we have conversations around Jedi and someone will say what you’re the Jedi expert? Like why do I have to do that’s your job? And I say, but it’s not, it’s not. Um we talk about what makes a leader, what makes a good business, what makes a leader someone you want to follow? Um if you’re doing things and how do you make people feel, how do you make other businesses feel? How do you make your community feel right? And so if we are we’re all knowing better and doing better and sharing this information, how do we take this information and have further dialogue around things like our standards are certification requirements? How do we measure what matters? And if we have conversations with our community that helps us understand what are the needs of the most marginalized in order to center in order to think more Jedi forward. We have to always ask ourselves who are the most marginalized. Um who who who are we not thinking about? Who are we creating barriers for a lot of times. We look at the outcomes and what’s gonna happen. But we don’t ask ourselves the question around, have I created a barrier? And more specifically, have I created a barrier for a representation that is traditionally or historically marginalized? And the only way to do that is to ask questions. Right? And so what Daniel said around dialogue. So we’re learning around listening to the community. What are the challenges that organizations are having when they’re trying to approach? Not only their KPI but whenever they’re approaching their supply supply chain, whenever they’re approaching their community communication, whenever they’re working with community, uh what are the challenges that they’re experiencing? Because if we’re looking at that, that is the information that we can use to build more resources, more uh more policies that are actually going to help uh create equitable outcomes. It’s gonna help our tools and our programs and just general accessibility of the work that we do.

[00:28:17.34] spk_0:
So, so Alondra is this is this work that’s going to be um spread among the b corp Among these 4000, you know, be corpse that that they’re going to start to be held 2, 22 Jedi standards, as I don’t mean, I don’t mean tomorrow, but tomorrow’s Saturday. But I don’t mean

[00:28:26.24] spk_2:
monday monday

[00:28:34.34] spk_0:
either. Give yourself some time. But um, this is this is this is this eventually going to be part of b corp I don’t know the approval or

[00:28:37.74] spk_2:
certification,

[00:28:39.02] spk_0:
certification,

[00:30:08.34] spk_2:
certification and verification. Um, so let me clarify so a couple of things we already tracked. So Jedi Jedi and equity bility, um, inclusion. These are already built within our standards. Um, but we are an organization, like many other organizations where trucking along and we’ve been in existence for some time and so, um, what we used to do to measure the past or not the things that we’re going to be able to measure the future as things are growing and as things are changing. So why we have always measured Jedi, why? We’ve always measured things like what’s the difference between your highest paid individual and the organization and the lowest paid individual in the organization. And the farther across that spread is indicates that there’s less equitable ability built into your systems in the organization. So we already looked at things like that. But what we’ve done in this past year is we’re really, really looking at all of our requirements. We’re looking at how we measure what truly matters. And so how do you measure equity? What is, what is that question that we write in the basic impact assessment that is gonna give us the information that we need to track how well an organization is doing identifying those questions if it’s difficult identifying those parameters were global. So it’s not just us, it’s not just Canada, I mean we’re a global network and so we have a lot of things to take into consideration. Jedi is not one size fits all, um, something that one global partner might do might not be suitable in another region of the world. So we are constantly challenged the lab Global with creating standards that are actually going to be not only accessible, but something that’s going to translate across the globe. So that’s why it’s important for us to ask lots of questions ourselves.

[00:33:34.04] spk_0:
It’s time for Tony’s take two. You’re responsible for donor relationships. What do I mean, I’m talking about keeping relationships strong, moving relationships forward. I’m also talking about when there’s been a solicitation not lettering, not letting, not lettering, not letting that solicitation sit fallow, but you follow up on solicitations right? You never want to have a solicitation hanging out there that looks like you didn’t take the thing seriously to begin with. So it’s your responsibility to keep relationships strong and moving forward with your donors. You do that in ways like remembering milestones, birthdays, anniversaries, uh, the anniversary of their very first gift to the organization. Their 20th gift to your nonprofit, their 50th gift milestones like that. Um, so milestones in their personal lives, but also related to your nonprofit, keeping in touch with just, you know, handwritten notes, phone calls where it’s appropriate. Not every donor wants phone calls. I realized that however they want to be communicated with keeping in touch in those ways, email phone notes. Keeping relationships strong and moving forward. This is your responsibility as the leadership, as the fundraiser, as the board member involved in donor relationships and fundraising. It’s not your donors responsibility to keep in touch with you. It’s your responsibility to keep in touch with your donors. And that’s what I mean by keeping those relationships strong and moving forward. That is Tony’s take two. We’ve got boo koo but loads more time for measuring equity with Danielle Fox, Alando Williams and raj Aggarwal, Danielle. Let’s talk about leadership by end. I don’t know if, you know, maybe maybe it wasn’t an issue for the the union of concerned scientists ceo necessarily or you know that c c suite level, but there must have been leaders at some at some levels in in U. C. S. That were um, I don’t know at worst, you know, unwilling at best unaware and and and so for either reason, you know, not not accepting what you C. S. Was trying to do. How do you whatever management level we’re talking about? How do you what’s your recommendations for getting that kind of buy in among leadership because it’s it’s essential otherwise this work is going nowhere, you know. So what do you recommend there?

[00:33:37.34] spk_3:
Oh that’s such a good question. I will try

[00:33:39.69] spk_0:
To finally only took 29 minutes. Almost all right.

[00:33:43.25] spk_3:
Yeah. The other ones were no, you’re

[00:33:45.83] spk_0:
suffering a lackluster. There’s no question about it. There’s no question.

[00:33:52.24] spk_3:
I uh I’m happy to to try to take a crack at that. Um and but also I’m really interested with uh with what Yolanda and Roger have that, so if you don’t mind, I’d love to have like that be a team effort. Um

[00:34:05.13] spk_0:
but

[00:34:21.54] spk_3:
but I’d say, you know, there there was no sort of, there was no overt objection to it. It was just more of a sense this understanding that when you want to track when you redefine success and you want to meaningfully track that, that means we’re gonna have to have a hard look at our systems and our status quo of how we usually track and monitor things and to to unpack some of that and potentially to have to change um

[00:34:41.64] spk_0:
what

[00:34:42.02] spk_3:
we’re defining as success and what even systems or tools or capacity we have to be able to then consistently monitor and learn from it. So I would say that it wasn’t, there wasn’t a particular opposition, it was just more of a question of,

[00:34:59.74] spk_2:
well,

[00:37:28.33] spk_3:
what does new success actually look like. Uh and I think for that the approach was more just creating an authentic space for learning that no matter what level you are in an organization of space to ask critical questions together and to relearn and re envision together and have really difficult conversations about what we might need to be doing differently and why that’s important for what contribution we’re trying to have is so fundamental and that it doesn’t from my perspective and maybe this is my personal opinions towards like hierarchy were all at the end of the day, people with different ranges of responsibilities that hopefully if we’re showing up at that meeting and that conversation and good faith want to do better. Um, and so maybe that’s naive of me perhaps, but I think some of it was just creating a lot of spaces without particular judgment, but very honest, candid conversations about um what what’s different, what does success actually look like that needs to look different from how we’ve defined it before and then um what do we need to do as a team to be able to outfit ourselves to authentically monitor that and hold space to check back for whether we’re really um meeting the markers that we have and if we aren’t how we’re willing to adapt. And so maybe this is my own opinion every I’m an organizer at heart. So everything’s a campaign and part of that is a mix of sure pressure, but also persuasion and bringing people on board to join in a collective vision with you and see their role in it. And so I think there’s a lot of conversations along the lines of that and then a lot of conversations about if we’re going to do more of this, what are we going to do less of and having to make difficult decisions about what we prioritize and actually invest in. Uh those were difficult conversations and that is a okay. And so just giving yourself the time to work through that so that when it comes time to start up these key performance indicators and this initiative with equity and inclusion as barometers for progress that we’re all on the same page and were brought in and we know how we’re going to do it.

[00:37:57.13] spk_0:
Well if any of that was naive then I share your naivete. So I don’t think it was, but that’s because I’m with you all right. Uh Irlanda, do you wanna Danielle opened the door? Do you want to talk about? You know what I want to focus on leadership? Leadership buy in for Again, it could be anything from unawareness too. I don’t know. It could be blatant racism and just unwillingness, you know, at the at the extremes. What about leadership by in which again I think is essential to this work.

[00:42:30.50] spk_2:
Well uh it is right, it’s not, there’s no guests, right? Uh leadership buying is absolutely essential. Um And it is going to help drive longer term change and success, but a couple of things that Danielle said makes me think like that. So I’ve had a couple of experiences. I have had a myriad of experiences, I’ve had experiences where your your stuff trying to like you’re back at the business case, right? You’re back at business case. So so for those of us in the in the Jedi, I say look at Danielle Danielle, for those who can’t see, Danielle is vigorously nodding her head. Um the business case. So when Jedi hit the scene, when equity diversity E. D. I hit the scene, um the business case was like a really big thing because when we think about Jedi, it’s really rooted in how people feel the experience that people have or lack thereof, and how those experiences create inequities that can show up in education, obviously in business um in the health care system, you know, pretty much any system that we have with that inequities can can show up in. So what’s important for us to take into consideration, how do we get this by it? And so what we had to do was is we had to make the business case which was a lot of contributed in money, right? We had to say this is this is relevant to a business because businesses that are diverse that have diversity of thought, not just the color of someone’s skin, diversity of thought, thrive, They do better. And there’s years of evidence for that. Um so long before we really were having conversations about inclusion and justice and how people feel we were having conversations around your business should do this and it’s worthwhile for your business because you will get a return on your investment financially. Um, and I love the fact that we’re kind of shifting away from that and uh I’m having a lot less of those conversations and a lot more conversations of I know that there’s a problem. I recognize that something must be done. I have no clue where to start or I know that there’s a problem. I just don’t see it, help me learn how to see it and in that work it’s very, very difficult and it takes a long time. And so I’m lucky that in my current experiences I have with leaders that that know that there’s a problem and want to do something about it. But the struggle sometimes is what one thinks is the solution to the problem is not the solution to the problem. So what I see happens is you get the buy in. Sometimes you might have an organization where you have buy in from leadership. However, when you talk about what the actual solutions are, that’s when there is discrepancies, there’s discrepancies on whether or not we can actually solve this problem by by enacting that solution. And so we have to have a lot of conversations around resources and for me, I’m able to really elevate vision right, what is the vision of your organization? So I could ask that all the time. Staff say how I would love for my organization to put E. D. I first right to elevate equity. What is the conversation that I need to have with my manager, with my boss, with my supervisor, with leadership? How do we have this conversation? And I really challenge you to kind of like look at the vision and I’m encouraging those who really feel like they want to be a part of organizations that are putting this type of work forward. Take a look at the vision of the organization that you work at. We have an inclusive equitable regenerative system. So I was able to say if we want to do this work, we have to think about equity, but we have to take into consideration if we know that we’re not only going to get a return on our investment are people are going to feel better. They’re going to want to be here. They’re going to um, feel valued being here. You don’t have to work your employees to the bone to get dedication from them and treating them like human beings is how you’re actually going to be able to work together to create not only solutions but a space where everyone can show up as their true, authentic selves and feel good about being at work. Um, and we’re not there yet. You know, we’re not there were not there at the lab right? We still have these challenges internal to our organizations. Just like other organizations.

[00:43:03.80] spk_0:
I am gratified that you’re having fewer conversations that are based around money. You know, bottom line, that’s, that’s encouraging in the end it is all it is all about the bottom line but that you’re having fewer conversations that are rooted in that, you know, that are, that are explicitly about why it’s better for your, you know, how it will help your bottom line um, Raj. I’m only turning to you because Danielle suggested that you might want to comment on this. So uh would you, would you like to on the, on the buy in? We just have about 10 minutes left or so.

[00:43:18.30] spk_1:
I don’t have anything more to add than what these folks do.

[00:43:22.05] spk_0:
Yeah,

[00:43:22.68] spk_1:
I did share though, Danielle with Lane frisco and Denise done. Um how happy it makes me here? How happy it makes me to hear you share this in this way. So thank you so much.

[00:43:35.90] spk_2:
Oh,

[00:43:36.50] spk_0:
you’re thanking me.

[00:43:37.80] spk_1:
Yeah, I’m always thinking tony and I’m thinking Danielle and of course dr Williams all the time.

[00:43:54.20] spk_0:
Yeah. Well, these voices, right, the conversation needs to be elevated and I can help deliver it to another 13,000 folks. So, um Yolanda, I have a question um, I am, I am, I am, I am I because you’re the Director of, of Justice Equity diversity inclusion. I am. I am I to 2019 If I refer to D e I

[00:44:07.89] spk_2:
am

[00:44:08.83] spk_0:
I am I if I’m if I’m three years old, if I’m living in the past. Tell me and I’m asking you d i is what it used to be. But now I see Jedi more, I see Jedi emerging, I know

[00:46:07.58] spk_2:
are you 2 2019? Ah that’s that’s a lot of pressure to put on. Maybe you’re not there and you’re jeremy Tony and I respect that. But I will say I will encourage folks that are still really focusing on like, quick. The fastest Jedi training that I ever can give right is um, the justice aspect is is really, really important because it takes into consideration where we are, And it’s really difficult for us to look at how the existence of things as they are right now in 2022 without paying homage and respect to the fact that there is a very specific reason why we are facing the inequity that we face today. And so it’s important for us to bring that element to the conversation, because then we can say the reason there’s a really good reason why we need to have a conversation with our HR department about whether or not this level to position needs to have a bachelor’s degree, and that is that role actually necessary? Or have we are we a product of a of a society that folks of privilege and power decided what was necessary in order to be able to succeed again defining what that success looks like. And so we are just perpetuating that same ideology, even though we know that’s not true, and so how do we really root equity diversity and inclusion in in, you know, in a way that allows us to change from the way things used to be with recognizing that it’s not going to get us to where we want to go. So that’s why justice is a really key component. But again, some folks aren’t there in their, in their Jedi journey. Um, and I aspire okay,

[00:46:43.58] spk_0:
well, and I regret that I personalized it. I got, but I was thinking, I was thinking to myself, but you know, because I don’t mean to put pressure for Jedi, I love Jedi Jedi warrior. You could be a Jedi warrior. Um, yeah. Okay. Okay. Um, let’s see Danielle, why don’t you, why don’t you leave us with some, uh, inspiration if you like or something that you think we haven’t talked about yet doesn’t have, doesn’t have to be, uh, doesn’t have to be grand inspiration. Maybe just something that we haven’t talked about yet that you’d like folks to know about, uh, this work, this journey that that you see us went through. I’m gonna give you the chance to, uh, to leave us.

[00:48:52.87] spk_3:
Sure, you know, it, this is gonna sound a little atypical, but I think the for me, what’s been inspiring is that we’ve already learned, What isn’t working from what we did with provoke. Don’t take that personal rush. I mean, that is a wonderful wonderful thing because what weird doing is we’ve built in an invitation to ourselves as I would invite our advocates and any other organization that um is questioning whether they um have the knowledge or expertise to deepen equity and justice in their work and have to measure that. Um I think we’re a perfect example of organization that doesn’t have a deep expertise in this, but still wants to do it and is trying to do it, had built out something that I think really has helped ground us to be able to see how we need to keep improving. Um and that, for me is uh pretty inspiring because Ellen and I were talking a little bit about this before very often this can feel like an such a high stakes topic that can sometimes paralyze people from investing in it in taking steps. And I think the inspiring thing here is we’re already learning in the first couple of years of using these KPI s ways we can organize the local teams to to be a little bit better and more thoughtful in justice and equity, and we’re also learning that um there’s opportunities to reiterate and and strengthen our key P. I. S. That is an invitation for more learning and accountability, and for me that’s pretty, pretty exciting because this is ongoing work. I don’t think there’s gonna be a year that you see us as check we are an anti racist organization, it’s going to be ongoing work, and that’s exciting.

[00:49:21.27] spk_0:
Perfect inspiration. Thank you. And I realized that uh I made a mistake, Yolanda, I’m gonna let you take us out because B Lab, the lab is in this for takeaways. What what you what you can share with your your your 4000 certified companies. So you take us out with some with some takeaways.

[00:50:59.06] spk_2:
I love that. Um don’t let perfection be in the way of doing something right. Doing doing nothing is never good enough. So I love what Danielle said about a moving target as well. Um lean into uncomfortable that we don’t know what a utopian world looks like. We do not know what an equitable world looks like. We don’t know we haven’t had it yet. That’s the beauty and all of this is like we can imagine whatever we want and so be a part of what the new normal looks like. Step up and take apart to stake your claim because we’ve all we are all a product of of systems that were created before we got here. We are in a unique juncture in society in history that we can take a part in what success and the new normal books like moving forward and we can create systems that actually are inclusive for everyone that allow everyone to succeed regardless of where they were born, what they looked like, their social and economic status, um sexual orientation. We have a weird and unique space that as our leadership and when I say leadership, I’m not just talking about organizational leadership, I’m talking about in the world humans and and society members who have been a part of making decisions for a long period of time. That shift of power and influence is shifting and we’re all getting apart and we and so this is a unique opportunity, don’t squander your opportunity to be a part of something different for your Children, for our future for youth. Um we get one shot. Um and and this is gonna be, this is gonna be shaped the next 500 years of society. And so I want to take, I want to encourage everyone to kind of step up to the plate and and take ownership of your part in what the future’s gonna look like for others.

[00:51:45.46] spk_0:
Perfect, thank you. That’s Alando Williams, Director of justice, Equity, diversity and inclusion at B lab, also Daniel Fox Campaign and Science Network Manager, the union of concerned scientists and the other person around was is raj Aggarwal, president of provoke who asked me to not focus on him too much. So I took him at his word. I assume he was. I assume he was honest when he’s when he made that recommendation, made that made that request, I should say so.

[00:51:50.41] spk_1:
tony what do you think? Don’t you think it was better to focus on Dr Williams and Danielle.

[00:52:03.35] spk_0:
I do, but I’m I’m disappointed that you didn’t expect me to do that anyway. So little faith after the third time on the show and still still thinks I’m an underperformer. Thank

[00:52:10.62] spk_2:
you like I know how to do my job and I didn’t, I didn’t need you, but thank you, thank you. All right,

[00:52:31.55] spk_0:
maybe the fourth time if there is 1/4 for you, I’m not sure I would say anybody wants to be on nonprofit. radio Uh, don’t partner with Raj in 2023 because you’re greatly reducing the likelihood of being of being selected. Uh, Alondra Danielle raj, thank you very much.

[00:52:34.42] spk_1:
tony it was really nice when we received your emails, valuable

[00:52:43.75] spk_0:
conversation, I appreciate it and appreciate you all for being good sports to while I uh, make fun of raj, especially

[00:52:49.43] spk_3:
thank you

[00:54:07.05] spk_0:
and thanks to all of you for being with tony-martignetti non profit radio coverage of 22. Ntc the 2022 nonprofit technology conference with the hope that we will be together in person in 2023 in denver colorado. Thanks so much for being with us Next week. More from 22. NTCC asking for receiving and giving feedback if you missed any part of this week’s show. I beseech you find it at tony-martignetti dot com we’re 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. Marc Silverman is our web guy and this music is by scott stein, thank you for that affirmation scotty be with me next week for nonprofit radio Big nonprofit ideas for the other 95%. Go out and be great. Mhm mm hmm.

Nonprofit Radio for April 4, 2022: Your Corporate Partnership Strategy

Chris Barlow: Your Corporate Partnership Strategy

Chris Barlow from Beeline, returns to outline a savvy, winning strategy to help you get valuable corporate partnerships. Beeline has a free resource for you, their Corporate Partnerships Attraction Kit. This follows last week’s show, “Don’t Work For Free,” on not undervaluing your assets as you talk to potential partners.

 

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Every nonprofit struggles with these issues. Big nonprofits hire experts. The other 95% listen to Tony Martignetti Nonprofit Radio. Trusted experts and leading thinkers join me each week to tackle the tough issues. If you have big dreams but a small budget, you have a home at Tony Martignetti Nonprofit Radio.
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[00:01:20.24] spk_0:
Hello and welcome to tony-martignetti non profit radio big nonprofit ideas for the The other 95%,, I’m your aptly named host of your favorite abdominal podcast. We’ve got a listener of the week. It’s Adam norse on linkedin. He told me that the show is his weekly workout podcast. He said great topic as always, thank you very much for that adam when he was talking about uh the improve your relationship with failure episode. So adam Norris linkedin, Thank you very very much. Adam Norse our listener of the week. Oh, I’m glad you’re with me. I’d bear the pain of hyper Kanae Miya, if you made my heart pound with the idea that you missed this week’s show, your corporate partnership strategy chris Barlow from beeline returns to outline a winning strategy to help you gain valuable corporate partnerships on tony state

[00:01:21.05] spk_1:
too.

[00:02:14.64] spk_0:
Don’t fear the reaper sponsored by turn to communications pr and content for nonprofits. Your story is their mission turn hyphen two dot C O. It’s a pleasure to welcome back chris Barlow, he is founder and customer happiness director at Beeline Beeline since 2015 has helped nonprofits grow their donor base attract corporate partners and expand their missions. However, chris newest skill is bouncing his youngest to sleep while writing marketing copy or planning a donor journey. The company is at your beeline dot com and he’s at beeline underscore chris, welcome back to nonprofit radio chris,

[00:02:17.34] spk_1:
thank you so much tony it’s, it’s great to be with you today.

[00:02:20.22] spk_0:
Pleasure, thank you, congratulations. Now you have a child # seven bouncing on your knee. Now

[00:02:26.71] spk_1:
that’s right,

[00:02:31.64] spk_0:
that’s incredible. Um

[00:02:33.14] spk_1:
proportionately it becomes less of a difference when you go from 6 to 7 then when you go from 1 to 2

[00:02:38.84] spk_0:
or even zero or 0 to 1 even. Yes, of course, that’s true. But I mean, yes, the marginal

[00:02:44.36] spk_1:
increase

[00:02:49.94] spk_0:
is at this point it’s probably like de Minimus, but your, your latest is a boy or a girl girl,

[00:02:57.44] spk_1:
we have a girl, boy, boy girl, boy boy girl, you

[00:02:58.65] spk_0:
have a little rhythm going to

[00:03:01.86] spk_1:
Yeah

[00:03:09.14] spk_0:
right, Exactly. I was thinking of a paralegal for drummers, but yeah, you got okay boy girl, girl, boy girl girl. Uh

[00:03:10.28] spk_1:
boy girl, boy boy girl, boy boy girl

[00:03:12.50] spk_0:
oh, I started wrong girl boy boy girl, boy boy girl. Right. So now your fifth girl, I mean there’s plenty of hand me downs, there’s right, all the, all the infrastructure is already in, the infrastructure is already in place.

[00:03:31.64] spk_1:
It’s true and we have a lot of, a lot of other, you know, her siblings loved all over. So that’s a lot of help there. Um, but my wife and I still look at each other and like are we doing this again for real?

[00:03:37.88] spk_0:
Oh my God, how old are you?

[00:03:40.54] spk_1:
I am 37,

[00:03:45.34] spk_0:
37 and seven Children dang. You got years to come out, You can, you can come out of this with a dozen

[00:03:49.74] spk_1:
Uh seven is a good, is a he, is it in hebrew or Jewish tradition is a good number of completions. So we’ll see.

[00:03:57.44] spk_0:
Okay, okay. No pressure. But you could easily come out of this with True, that’s true. At this pace. For sure, wow. She’s congratulations.

[00:04:08.06] spk_1:
Congratulations.

[00:04:08.90] spk_0:
How, how recent is your, your newest girl?

[00:04:12.38] spk_1:
She is five weeks old.

[00:04:20.94] spk_0:
Oh, my five weeks only, wow. And yes, you save money on dolls to, for the, for the, for the girls that girls don’t have to grow up with dolls, but I shouldn’t say that for the girls. You grow up saving money on dolls for any of your

[00:04:28.65] spk_1:
Children.

[00:04:30.34] spk_0:
Any of your Children? Wonderful.

[00:04:32.68] spk_1:
Oh,

[00:04:36.74] spk_0:
congratulations. Okay. And the last time you were on you, you had some advice listeners could listen back for, uh, advice on it was, it was kind of resolving conflict. I believe

[00:04:46.45] spk_1:
it was on google grants and whether you’re a, whether you’re a good fit, whether it’s a good fit for your

[00:04:54.44] spk_0:
Well, no. Well that, well, that was the subject

[00:04:55.28] spk_1:
matter.

[00:04:57.66] spk_0:
Child advice. It’s much more important than family and child related advice. I think it was on conflict de escalation.

[00:05:05.54] spk_1:
Yeah, probably. So,

[00:05:07.80] spk_0:
um, yeah, like take a time, you know, take a deep breath. Was your, I think was your first, you know, one of your first pieces of advice.

[00:05:15.59] spk_1:
Yeah. Like you have to calm yourself first.

[00:05:17.90] spk_0:
Right. Right. Right.

[00:05:19.13] spk_1:
Because you can’t actually help them if you’re all stirred up yourself.

[00:05:29.54] spk_0:
Yes, I think it was the escalation. So alright, You, I’m sure you’ve only gotten better at that skill with and now

[00:05:29.87] spk_1:
I hope

[00:05:54.54] spk_0:
now you have more years to practice many more more years to practice. All right. So let’s take an overview of this corporate partnership. Corporate Yeah, let’s go partner Stick with partnership. Not necessarily sponsorship because they take different forms. Um, but this part of what our nonprofits, you know, like overview. Not quite getting right about these partnerships.

[00:06:07.44] spk_1:
Well, I think actually the way you started describing it shows all of our natural tendencies for corporate partnerships is that we we tend to, I feel like nonprofits tend to get stuck in this idea of of corporate sponsorships

[00:06:12.46] spk_0:
and

[00:06:39.94] spk_1:
there you’re, there is a real goal that companies would support your organization financially. But there’s so many things that a company can bring and that’s why it’s really I say the the core is a partnership and sponsorship can be part of that partnership and if you have multiple companies who are partnered with your organization, some of them might not be sponsors, but that they all can bring a lot of value the organization.

[00:07:02.94] spk_0:
Okay, Alright. So let’s not be myopic looking strictly at financial, financial sponsorship. Okay, Alright. Um, where, where, where where do you like to start with this? What’s the, what would we be thinking about if we’re going to embark on a partnership or if we’re gonna start paying more attention to this or start start paying attention to do. Maybe we don’t even have any partner, not just, you know, expanding, but maybe we don’t have any corporate partnerships. What do we need to be thinking through?

[00:09:23.04] spk_1:
Well, yeah, I mean the things that a corporate partner can bring to your organization and think about what you need. And I mean a company can obviously bring um they can bring you access to their audience, just awareness of who you are as an organization to their employees to their own customers. They can connect you to their employees directly at some point if there if there, if there’s a really good partnership, they can say, hey, this is a nonprofit, we believe in, they further our values as a company and you can support them. We, you can do automatic giving through your um deductions through your of the payroll or you can volunteer with them. Um There is some real good research out there that shows that millennials and generation Z um people employees don’t often will, will not stay at a company long term, usually won’t stick around more than I think it was two years what I read. Um if there isn’t a clear the way they can, they see the company living out values that they are in line with and they and so it can, it’s really valuable to the company to have a way to actually live that out by saying we work with this organization. So you, so all the connection to the employees. Obviously there’s the sponsorship, there’s in kind services that companies can bring you, um, free publishing, printing services or they can bring in their expertise directly and help your organization. Maybe they can consult and say, here’s how to improve how you operate as an organization. Maybe they’ve got some people who are very talented and skilled and have a lot of experience and they can bring that in and, and do some free training with you. Um, so there’s a whole lot of things that a company can bring. And I think just this awareness of a nonprofit to say, okay, maybe we’ve got some decent, a decent donor base, but we want to expand two other sources of support, financial and otherwise a great way to look as companies because you’re not going to have to go through, uh, not to say you shouldn’t pursue grants and other things, but it’s, it’s a lot, there’s a company relationship is a lot more like an individual donor in terms of, there’s a lot less red tape you have, you have to approach them the right way. Um, but then once you have that relationship, you can just maintain it and it can represent a huge value with just that one relationship.

[00:10:06.04] spk_0:
So should we be thinking through, well, maybe I’m, I probably am jumping ahead, but it’s what occurs to me, you know, thinking through like a solicitation that is multifaceted. It could include some in kind support, whether that’s um services or or some kind of goods, maybe tech or something like that, but but then it’s also volunteer opportunities for the employees, maybe there’s a financial component, maybe not. Um you know, brand awareness. So we wanna be thinking largely, you know, big scale about what what we’re what we’re pitching for and what we have to offer to.

[00:10:50.24] spk_1:
And I recommend. I mean the strategy I teach is start small and and get a quick win and then you can start having conversations with your partner and this is kind of starting at the back end. But when you have some kind of collaboration under your belt, you can reach out and say, look, let’s have a conversation. We want to know how can we help your company further its values? And you’re already gonna know when you have that conversation that you have overlapping values because you wouldn’t have tried to form that partnership in the first place. So you have overlapping values. Your mission can help that. So, you ask that question, how can we help you further your values? What are some things we can do from here and then you can start to make suggestions or ask them for ideas about what they’re open to.

[00:11:33.04] spk_0:
So now I I made you start at the back end. You know, you’re you’re stuck with a lackluster host. Uh Sorry about that. So All right. Um Well, okay, so where do where do we get started? Like how do we how do we devise our prospect list? Mhm. And let’s say, you know, our listeners small and midsize nonprofits, you know, they could have it could be just a few people could be, you know, a dozen people. I mean it could be 100 people. It’s still a small, it’s still a midsized non profit Um But you know, like overall how do we um Yeah, how do we start to develop a prospect list?

[00:13:33.84] spk_1:
Yeah, that’s a great question. So um for the first mindset that help will help you to develop that prospect list is what should your first collaboration b and I like to recommend. Um and the thing that can bring a quick win and this easy yes. Is saying can we find a company that has subject matter expertise and knowledge that they could share? And together we create some kind of digital resource, like an e book or an infographic or a guide of some kind that would be we could use to help potential people who could be potentially our donors. So if we’re an animal sanctuary, we know a whole lot about taking care of animals. We know how to help create train an animal. But then a pet food company knows all about pet nutrition and specialized diets. What if we created an e book on on these some of these topics that every pet owner has to deal with and we reach out to this company. So I’m gonna give it on a high level we reach out to this company and say, hey, you guys know all about this topic and we know that our potential audience and our current audience would really benefit from learning how to pick the right food for their animal or what to do if they’re animal seems to have a special needs diet. And we would love to feature your, your knowledge in this, this digital guide we’re creating it and they’re like, they’re marketing team has to create content all the time. Anyway, and this is a new channel that you’re just saying, we want to feature you, we want to make you look like the hero, we want to put you front and center. So, so that is a, that is the idea. And so when you’re creating this list, you’re the first thing you’re looking for is expertise, subject matter, expertise and knowledge. A company that has that. And then the second thing is that their values, do they have, Do they publish their values? Can you see based on their actions or, or things that they do as a company that there is some overlap there? And if you’ve got those two things, those are that, that’s kind of the foundation for who might be a good partner

[00:13:56.94] spk_0:
subject matter and values. Okay. Um, uh, if you’re, you know, the local organization. I mean, you could do this with like a approach the, uh, local retailer, like maybe it’s a local following your example, your hypothetical, maybe it’s a local Petco, Right? I mean, you know, so, you know, you may not have to go to Petco International, but you could start with something with with the local, the local store.

[00:15:34.44] spk_1:
Yeah, yeah, absolutely. And I mean, there’s all kinds of different, like, here’s another example. I work with a non profit, um, uh, the, a food bank and there, they happen to be jewish. And so they are reaching out to influencer and celebrity celebrity chefs and saying, we are creating a recipe book for our donors and potential donors on recipes with for, for the holidays. And would you be willing to just quote unquote, donate one of your recipes that we could just include in our recipe book. And so now they’re, they’re starting this, they’ve they’ve opened the door to continue this conversation with his influence or celebrity chef and they’re featuring the chef and now that people who might be interested in this recipe book and see, oh, there’s all these well known chefs who contributed to this book. Like this is good stuff. These are good recipes. So you have both on the, the potential donor side when you’re offering them this, there’s more value to it. And now you can report back to to these contributors, these chefs and say thank you so much, we’ve had 100 people download it and of course their name and their whatever, you know, we can link to, you know, you link to them in the book or whatever, it’s not like full of ads or anything, but it’s just like this, this is the people who are helping us out, these are our partners. Um and so you can, you know, reaching out to someone on instagram that has that kind of overlap with your organization. Again, it doesn’t have to be a huge brand, It can be a single person who has an audience,

[00:17:08.44] spk_0:
it’s time for a break. Turn to communications, what can they do for you start with media relations, media strategy, media and pr campaigns. Crisis, hopefully you never have one. Hopefully you joined their webinar just last week on having a crisis communications plan, content marketing, they can write white papers for you e books, they can do research and then publish that research for you write reports on it. Thought leadership, like executive communications, like speech writing, ghostwriting, your annual report. Yes, they can write your annual report, take that off your shoulders. So there’s some ideas of what they do for you. Turn to communications, your story is their mission. Now back to your corporate partnership strategy. This seems like a very easy on ramp to starting a relationship, you know, a short e book or a white paper or something like that, some some kind of co branded content. Um you know, it could, you know, again, in your hypothetical, that could be local veterinary practice maybe. I mean, that’s a smaller, it’s a smaller corporation, but you know, you don’t know what might be there in the future. You know, again, maybe small community, you start with a veterinary practice or something like that.

[00:18:06.24] spk_1:
Yes, we want, we we know that our donors really benefit and people who are not donors, but we’re trying to attract to us are are we want to teach them about some of the, you know, things that a vet knows that things signs to look for if you’re pessimistic, whatever or what your what your pet might be dealing with. And then here’s another thing you bring to the table. You’re not only bringing them like the fact that they’re working with the nonprofit and helping your work and the fact that now they can get their name out there and and and create content through another channel that helps, you know, the company get More followers and grow their audience and maybe customers your you can also say, look, we also have access to a Google grant that gives us $10,000 per month to advertise this piece of content and for even big companies that’s a lot of money to put behind an initiative.

[00:18:28.74] spk_0:
Look how savvy you are pulling in your, your last appearance 18 months ago, got to tie these together. Yes. And then look at the, look at the consistency. This doesn’t just, it doesn’t just happen, these guests just don’t fall out of the sky, you know, this small, this is all thought out in this case, it’s thought out by the guest, not by me, but. Okay, brilliant. Alright, Alright. Yeah, you’ve got these ad dollars,

[00:19:28.24] spk_1:
so yeah, so when you are crafting your list, you’re thinking about the expertise and the values, and then the next thing to consider is how big is their audience, and that could be their social media, following the number of customers, they might have their employee count. And and there is, it is helpful to, you know, you might want to reach out to really small companies at the beginning, small businesses just to get some practice, but once you’ve kind of figured out how to do how to do this outreach and and form these partnerships if if the company is too small to really be able to bring a lot of value to your organization um or they just have too many other organizations that are supporting right now, they’re working with then just keep those things in mind. It’s worth it. If you’re gonna go through the effort of reaching out and trying to form a relationship, you know, make sure it’s worth your while and and make sure they have some kind of audience that that would help you know, that they can bring to you eventually at some point um and introduce your organization to so

[00:19:36.24] spk_0:
you’re saying you keep the relationship open, You know, six nose and you’re halfway to a yes

[00:19:39.21] spk_1:
that’s right.

[00:19:56.64] spk_0:
That’s the, that’s the sort of a philosophy of individual giving, you know, donors, working with individual people, couples. Um, you know, unless they, unless you they they tell you get out of my face, I never want to hear from you again, which you know, I’ve been doing playing giving through 25 years is my 25th year and that’s never happened. So short of that. Thank you. So short of that. You know, you want to keep them in your prospect list, right?

[00:20:47.14] spk_1:
Yes. Yes. Okay. And don’t be afraid to reach out to the bigger companies. Um, but one thing that’s beautiful about this approach is you’re offering them a win and you’re not approaching the Director of community or the HR director or someone who’s got a clear title like there, you know, corporate social responsibility that the the title that all of the big nonprofits person that they’re going to be hitting up to try to form these partnerships and put these sponsorships pitches in front of your going to someone in the marketing department and you’re like, you guys have to create constant anyway, you’re the subject matter experts of the company or are some of anyway and you’re going in the side door, you’re going, you’re, you’re like, there are very few nonprofits who are going into the marketing person saying we’d love to collaborate with you

[00:20:55.47] spk_0:
because once you get that

[00:20:56.45] spk_1:
relationship,

[00:20:59.54] spk_0:
don’t go to the don’t go to the corporate social responsibility officer.

[00:21:42.54] spk_1:
No, no, go, go go to someone who has to, who’s done digital content in the company, who’s writing their blog. It might be a small business, that might be the owner who’s written a blog, that’s fine. But, but in a big company, you know, you’re approaching probably the marketing person wants someone in marketing. And then they’re again, they’re to them, they’re not thinking of you as, oh, this is just another nonprofit who wants money. They’re like, oh, this is a cool collaboration. And we’d love to find a way to support a nonprofit in a way that’s an easy win for us. I don’t have to go through all the channels to get money approved. I have to produce content anyway. I don’t have, I don’t need approval from anyone to create an e book with you. Um, you know, I can we can do that. That’s a great idea. And so you get that foot in the door and then you can start asking for introductions over time. You can start to build that relationship

[00:21:50.59] spk_0:
right, build the relationship and that this is what you find. You don’t find that they say, well now you need to talk to our CSR officer.

[00:22:30.74] spk_1:
I mean, no, because you’re you’re, you’re not at the the, the investment that they make is kind of up to them. Like you could get a company whose like, we’re going to help you do the graphic design or we’re gonna help you, if it’s a video, like, well, film this video, we’ll provide you. Like you could get someone who’s really gives a whole lot. Or you could get a company. I mean, it’s as simple of saying, yeah, you can use the recipe that’s already published on my website and the pictures that are already there. You know what, what, there’s no approval for that. If they’re just saying, yeah, you can put that in your things. Just give credit linked to us. Make sure that people know who it where it came from.

[00:22:49.94] spk_0:
Alright, alright. You’re going in through the side door, like you said, go to the marketing folks who need content. They’re looking for partners like this. Okay. All right. Very savvy. So that’s that’s

[00:22:51.63] spk_1:
who to reach out to

[00:22:54.04] spk_0:
and how,

[00:22:54.52] spk_1:
how,

[00:22:55.72] spk_0:
how and with what? Yeah. What do you, what do you what’s your pitching? What’s your pitch?

[00:25:02.54] spk_1:
Um, so I like to recommend, um, either social media or, or cold email. And I would usually start with cold email because everyone has an email address and email is not intrusive. You know, you’re not calling them out of the blue and you can craft your email to really be relevant to them. And so, um, some of the things I recommend is you start with, uh, hook of some kind that gets their attention. So I buy your pet food, I’ve been a customer, you know, of your store for my pets every year, or I just took my dog into the vet there, or we just made this recipe at home or whatever. It might be some personal reaction, like something that or my kids spilled coffee on the, on the book that you just released, Whatever, it might be something that would get their attention and then just say, I have appreciated your content and or or I I like your products or it doesn’t have to be like, just um it shouldn’t be flattery, it should be a response that you’ve had to, something that the company has done and it could be positive or negative, negative, it should still sound like you’re supporting them, but usually positive is easier to do. And 111 really easy, really easy thing you can do in this step is um that I do a lot is I read or what I read your blogger watched webinar and I loved this point and I shared it with my audience on clinton because I’m not just saying you guys are great. You got, you know, I love everything, it’s I took action based on your what your company is doing, your products, your content, your services, whatever it might be, and then you can transition, you can say because you care about X because your audience cares about X. I thought that we could do why and the why is your pitch for the collaboration of some kind and you don’t have to go into a lot of details. You could say, I thought we could create some resource together. Digital resource that helps people do this. Right,

[00:25:15.54] spk_0:
Right. Don’t go into great detail. And the first introduction just now, I thought we could partner together on some content partner, you know, and okay, so

[00:25:36.54] spk_1:
you and if you do that because of this, because of this other thing that I already responded to and I appreciate, you know, I think you care about this and so you’re you’re tying it to to your pitch, you’re making it clear like I think this is relevant for you and here’s the win for you. So if your your email should be, here’s the win, I can bring you not, here’s how you can support our organization because we have these same values.

[00:26:49.14] spk_0:
You’re the structure of your pitch is right in line with the kind that I like to receive from people who want to be guests on nonprofit radio Like, you know, I’ve had some folks say, you know, I love the show and I left you a review on apple podcasts and and then then occasionally they’ll even like screenshot it, you know, in case I didn’t believe them, you know, there’s the there’s the little written review that they so they gets my attention. Yeah, they did exactly what you’re describing. They took action, they didn’t just say they love the content, but they they either shared it or in this case, you know, they they they shouted out in a in a in a in a very kind review. And then, you know, they’ll say I uh in in a recent episode, or I love this recent episode where you talked about X, you know, related to that my client does y or you know, or I do why? And and I think it would be a it sounds like it would be a good fit for you. It feels like it’d be a good fit for for your listeners, etcetera. So very much in line with now I’m revealing what gets my attention for pictures, but but I mean, it works, you know, it gets my attention. They don’t all get they don’t all get Yes, yes, but but I read those

[00:26:58.74] spk_1:
pictures versus

[00:27:09.04] spk_0:
the ones you could tell or, you know, template boilerplate, you know, non profit radio is terrific. Um, my client, you know, so and so does this and should be great for your show. You know, they have just a shallow, shallow, so you got to do some research. That’s right, that’s right. You

[00:27:30.54] spk_1:
have to you have you have to take the time even if people are following the same kind of like steps, it’s still they had to take the time to get to know you a little bit, get to know the company a little bit.

[00:27:31.83] spk_0:
You’re asking them to get to know you you got to get to know them first, the first outreach, so do the do the freaking work.

[00:27:58.74] spk_1:
That’s right. That’s right. I like to say if you’re at a party and you’re just like you see someone you want to meet standing there and be like, oh I hope they come talk to me like or or even if you were like putting up a sign with their name on it, like that would be really awkward. Like no, you go talk to them, ask them their name, you listen to them, ask them their story, you do walk to them

[00:28:04.04] spk_0:
right, right? You yeah, you’re making Yes, you’re you’re taking the first step, you gotta you gotta be the first one to do the work. All right. And I also I also appreciate not uh you know, you’re saying not not how you can support the organization, but how we can work together. Because this is such a this is a very good idea, chris is a great easy on ramp to to building a relationship,

[00:28:24.34] spk_1:
but

[00:28:36.54] spk_0:
you know, get your foot in the door and then as you said, you know, ask for, ask for introductions later on, things like that, you know, grow the relationship. But Alright, alright, what else? Um What else what else we got to do to get this get this relationship,

[00:30:29.64] spk_1:
I think another important thing to and just in the outreach processes. Um, you know, if someone doesn’t respond to your email a lot of times, you’re not gonna get a yes right away. Um, do some follow up, uh, not a ton to, you don’t want to like pester people, but, you know, reply a few days later, send them a follow up email and then maybe a week or two later, send another one or two more follow ups. You know, don’t, don’t pester them, but just people need, you know, sometimes you’re going to write the perfect pitch that someone would want to respond to and they just, it’s a bad time. You just caught him at a bad time. So you’ve got to, you’ve got to follow up and then, um, if you don’t get a response, sometimes you can switch channels, go to go try social media and send a direct message, whatever it might be. And if you can get, if someone is gonna, is gonna be a good fit, they’re going to respond and you can always come back to him like you, like you said, If someone, unless someone says, don’t ever talk to me again, then, you know, to say, okay, I’m gonna reach out to some other people and I’ll come back. So another thing to just consider is this, this approach really can work with, I don’t, I can’t think of any nonprofit that it couldn’t work for. There probably are some, but I haven’t run into any yet. Um, we, uh we are currently working with a nonprofit that helps, uh, they’re anti sex trafficking organization and they, we are, we are going to be reaching out to um, law firms that deal with that topic. Um, universities that have counseling programs. Um, we’re gonna reach out to some personal like security, you know, like I think a little alarm companies or things that were, you know, when people are going out, they have a way to to be safe, safety devices, apps that help with like internet monitoring and watching it for cyber bullying, all those kinds of things. There’s so many things that subject matter experts that could partner with your organization regardless of who you are.

[00:32:18.74] spk_0:
It’s time for Tony’s take two. Don’t fear the reaper planned giving isn’t the death conversation. That’s a free webinar. I’ve got coming up. We’re going to be hosted by Kayla. I’m very grateful for that. And I’m going to talk about what planned giving conversations are about, Okay, it’s not about death. Let’s debunk that idea. So join me and Kayla for don’t fear the reaper planned giving isn’t the death conversation. I’m going to do that on april 12th At one p.m. Eastern time. But you know, attending these things live is so 2021 you sign up, you register and then they send you the link for the video. That’s the way to do it. You watch at your leisure at your leisure. How do you sign up though? You got to know that you do have to sign up. You wanna you wanna watch at your leisure? Er You got to sign up, you do that at kayla K E L a kilo dot com click resources. And then webinars right? Where you expect it to be? Right. Webinar? It’s a resource. It’s hosted by Kayla Be with me April 12 if you like or watch the video. Either way, I hope you’ll be with me. That is Tony’s take two. We’ve got boo koo but loads more time for your corporate partnership strategy with chris Barlow. Mhm. You like you like email as the as the first approach.

[00:32:26.34] spk_1:
Yeah. Again, because everyone does have an email address and you can there are tools like sometimes companies published the email, their email addresses on the website. There are some tools that you can use to find people’s email addresses or at least the pattern that a company uses. That you can just

[00:32:42.00] spk_0:
Hunter.

[00:32:44.44] spk_1:
Hunter dot io is a tool you can use just a few times per day for free. I think it’s like five times. You can do a

[00:32:48.84] spk_0:
search.

[00:32:51.24] spk_1:
Very

[00:32:52.40] spk_0:
Gracious of them offering 5 5 a day. That’s I mean you could do

[00:32:55.81] spk_1:
20

[00:32:56.85] spk_0:
five. Well if you work on Saturday and Sunday could do 35 a week.

[00:33:01.84] spk_1:
Yeah. And you can just use it will give you the actual email that you’re looking for or just the pattern at least and that’s usually good enough

[00:33:07.88] spk_0:
pattern. Right, Right. Um and then you’re so you’re looking for the marketing, you’re looking for the chief marketing person, you

[00:33:17.94] spk_1:
or someone in charge of content. Um Yeah, or sometimes someone who does partnerships, you could, you could reach out to usually that what the company means by partnerships isn’t what you’re thinking of, like

[00:33:24.81] spk_0:
the person, but

[00:33:33.94] spk_1:
it still might be someone in partnerships often has something to do with marketing and new channels and stuff, so that’s another option. Um and and linkedin is a great tool to find people if the website doesn’t have it,

[00:33:52.24] spk_0:
anything else uh because I want to move to expanding the relationship getting but but but you know, give as much share as much as you can about this. Yeah, it’s easy onboarding.

[00:34:55.14] spk_1:
Yeah, so, I mean, you you’re you’re just you are offering to, you know, feature them and and again, bring in the google grant, I think that’s a really like, underutilized a strategy for attracting a company because the companies can’t use that those free ads and even if they’re a major large company and they have their own huge marketing budgets, I know 10,000 month is nothing to shake a stick at, like that’s that’s nice. Um and you’re saying like, look, this collaboration isn’t is can go somewhere, like it’s not just like we collaborated on it and then there’s there’s silence. Um one thing you can do before you even start reaching out before you create your ideal list is two. There’s two things I like to recommend do some keyword research. There’s a tool that google offers inside google ads whether you have a grant account or whether you create an account just to do this research. You can do it for free ads dot google dot com. The key google keyword planner. And you can just type

[00:34:56.81] spk_0:
ads dot google dot com. And then

[00:34:59.69] spk_1:
inside that inside there’s the tools and settings you’ll find the google keyword planner,

[00:35:04.84] spk_0:
google keyword planner. And

[00:36:27.53] spk_1:
you can just search for some keyword ideas. Say how many people are searching for, how to create train my pet and you know or you know holly you know Passover recipe book whatever just all different talks. And you can then see okay there’s a lot of people searching for this across the U. S. Or across our state or across my city. That would be a I can take that as not only knowledge that this could be a really helpful resource for people and that a lot of people are there’s some demand but I could bring that to my corporate partner and say I know there’s demand for this and and you guys already have the knowledge and expertise to kind of help address this particular question or problem. You could even send um I recommend sending out a survey to your current subscribers and donors and say we’re thinking about creating a resource that helps with one of these following topics which one would be most valuable and then combine those two things to say we got this, we got feedback from our own audience. We know there’s overall volume and demand. We think it would be great to feature you guys and help us because we have we have some acknowledge in this area ourselves but we want to bring in another perspective and you guys, your company has been around all this long or maybe it’s an area we don’t have as much expertise but it’s related. So you know then you can bring in, look we’ve done our research, we know what you that this is why we’re reaching out to you guys,

[00:36:34.58] spk_0:
you

[00:36:38.33] spk_1:
can help us solve this problem and grow your audience

[00:36:51.53] spk_0:
and give you credibility to your partnering with our with our respected name in the in the community or you know, however however you define community. Alright, right. Because remember, you know, you bring value to you also you’re not you’re not a supplicant in this relationship, you know from the beginning, even this, you know this easy onramp,

[00:37:02.73] spk_1:
you

[00:37:25.03] spk_0:
want to make it clear that you bring value also that’s and listeners know we just talked about that last week, that’s why this is a perfect follow on for what we talked about last week. Not you know, not undervaluing your assets, both tangible and intangible. Alright, alright, um when might we start to look for a little broader relationship?

[00:37:28.84] spk_1:
We’ve got got

[00:37:41.03] spk_0:
our content marketing piece out, we’ve got some good exposure, you know, we got hundreds of pieces out. Hundreds of downloads, let’s say from a landing page or however, what what when when is the right time to look to? Broaden.

[00:39:57.82] spk_1:
Yeah. So I’d say the very first thing you do is you make a big deal about thinking them, thank them publicly. Obviously thank them personally share the fact that this company helped you get this out. Um and you know, just again make them look like a hero. You are appreciative of them working with you. Um In fact, if they, you know, you could, I think it’s appropriate to say when you’re in these initial conversations like can your marketing department help with some of the graphic design, like we’ve done this before, but or you know, we have some some resources but you guys are really good at this. Could your could you? So then you can thank them specifically for how they contributed beyond just the knowledge. Um and then collaborate on how you’re going to promote it? So how are we gonna promote? Well, we’re gonna do the grant, we’re gonna run, you know, and post on. So is there anything that you guys you want to send it to your email list or how and then and then after that. Well from during that planning time let’s say can we, when this is all done, let’s set up a call in a month and just reconnect and see if there’s another way we can collaborate or plan something out for later in the year. And then when you have that conversation, you know, again, talk about the values and bring it back to again the, what you, what you bring to a company long term. Um, besides these kinds of collaborations, which you can of course repeat. Is that living out their values and employee retention? I mean reply employee retention is so important right now, every company knows that, right? And just how difficult the, um, hiring environment is and, and finding good people. And so finding tangible ways for the company, a company to have ways to say, Well, we partnered with this nonprofit because they’re in line with who we are and we want to give you the employee opportunities to see and to do whether that’s to donate some volunteer or share this, their story with others and or learn about who they are. Um, so that’s the kind of thing that you can bring long term. So, and, and, and again, you have that just ask them questions. I mean, I think, I think ultimately the kinds of conversations you have are the same kinds of conversations you probably have with planned giving. So I would turn around to you and say, what are the kinds of questions you ask? People were planned giving. I think it would probably be very similar kinds of questions.

[00:41:03.81] spk_0:
Yeah. Well it’s a lot about what the, what the work is that moves the donor. You know, we have the mission in common. We’re talking to establish long term donors and encouraging a gift in their in their will or some other estate plan. So we know that we have in common the work that the that the nonprofit does because the charity is doing it and the person is giving to it and they’ve been giving for many, many years, many, many times over, lots of times over. It could be decades of giving. So we have the mission in common. So we focus on the mission. So you’re suggesting, you know, focus on the mission and focus on the values of the company and how what the overlap is there. And you’ve already established that because you’ve got your your your well received the content piece of content that that talked about the overlap and and and exploited it in very tangible ways with with knowledge, you know, broke that down. So you

[00:41:17.01] spk_1:
can always another another excuse to reaching back out is to just give them an update. Say we’ve had, you know, this month, over the last this many months we’ve had this many people, you know, download the, watch the video,

[00:41:20.30] spk_0:
right update. Can we talk about the other ways we might collaborate. Can we plan a call? Right?

[00:41:25.74] spk_1:
Easy,

[00:42:00.20] spk_0:
easy way to stay in touch. Um, okay, I’ll follow your, your analogy to to plan giving and say when a person has a life insurance gift each quarter or at least each year. But sometimes even more often than that, you can show them the appreciating cash value of the, of the life insurance policy on his life insurance policies gain gain cash value every every time there’s a premium payment made. So if its quarterly you’re in touch quarterly, if its annual, you’re in touch at least and you’re at least annually. Look at look how much it’s grown in the past, since, since the, since the last time, you know, could we, could we talk about some other way that we might be able to work together

[00:42:44.80] spk_1:
and if you want to get an introduction, A great question is, um, if it’s not, you know, a smaller company where it’s obvious like who is in charge of your company’s values or who helped form them and shape them and, and, and yeah, because knowing who is in charge of the values obviously cares about them and wants to see the company live those out. So, um, and you know, there might not be one person who came up with him, but there was probably someone who helped, you know, form them and helped kind of oversee that. So if you can, yeah, that’s a good way just to find who you should, who else you can meet at the company and start those deeper conversations

[00:42:46.74] spk_0:
and then you’re just asking for uh an introduction, Right?

[00:43:05.90] spk_1:
That’s right, that’s right, yep. And you can then you can point to the collaboration that already happened, you’re not new to the company and you can say, look, we are doing, and then you can do your pitch, you could say, look, we are doing is a fundraising event, and we would love to invite you guys to consider helping us in partnering with us in this.

[00:43:51.90] spk_0:
Let me uh let us let us allay any fears that people may have, like, you know, this guy chris has good ideas, but but it is all very contrived and I feel like I’m exploiting a relationship, like, you know, I’m starting out with something small, but only with the with the intention of going bigger, as I feel like I’m being disingenuous when I’m approaching them because I don’t just want their their collaboration on a on a piece of content, but I want more than that. And so I feel like I’m being dishonest, you know, in my relationship with them. Now, I know what I would say if somebody said that to me about personal relationships individual, like this individual relationships in terms of fundraising, there’s planned giving or any other type of fundraising, but let me give you the chance to describe it on the, to allay these concerns on the, on the corporate side.

[00:45:19.79] spk_1:
Yeah, well, I mean, the thing is there’s value inherent in that initial collaboration because again, if you’re reaching out to a company that has a peril or, or lateral subject matter expertise, they may actually have something really helpful to share that will help you attract new potential donors. If you’re using this resource to grow your email list, then there’s inherent value immediately. And if that corporate partner relationship never goes anywhere else, if all it is is that collaboration that you helped them get a little more reach and they helped you get some put something together, um, there’s already value in it for you both. So, um, yeah, it’s it’s really just you’re honestly wanting to work with the company has, who has shared values and the best the an easy way to do that is if they have that expertise and then you’re just starting that conversation and and seeing if that if their values are where they say they are and you again, you’re you have all these things that you bring to the table. And so if it if it’s not a good fit, that’s fine, like you don’t you’re not, you’re not just doing this collaboration for the sake of opening the door. So that would be the, the first thing I would respond to

[00:46:23.28] spk_0:
that, I would add that, this is the way it’s done. You know, you have to be strategic about relationships. Uh this is how it’s done on the individual side. And for reasons you’re describing this is how it’s done on the, on the corporate side. You want to, you want to grow your work, You want to grow your revenue. You need to be strategic about the relationships that your nonprofit, uh, embarks on and, and, and looks to build and that’s on the individual side. And it’s also on the corporate side, it might be on the government agency and granting and the foundation side, you know, wherever it is, you, you have to be strategic about relationships. You don’t just willy nilly, you know, randomly reach out to people with, you know, without thought and research and you’re not even, and you know, and not being careful about who it is you’re reaching out to and with a longer term objective. Yeah. I mean, this is so it’s not exploitation. It’s, it’s strategy. If you want to build or build your, build your revenue, you gotta be strategic about your revenue sources.

[00:46:38.98] spk_1:
Yeah. Yeah. And then again, you’re, you’re offering a win for the partner from the very beginning. So you’re trying to serve them to, and, and if you can turn into something more, that’s, that’s great. That’s what you hope. Absolutely

[00:47:13.58] spk_0:
yes. You’re bringing value. You’re bringing value to the relationship. We’re not, we’re not just saying that to make it sound good. You actually are, you are helping, you’re helping with employee retention, employee engagement. You’re helping enhance the brand of the, of the company that you’re talking to. Um, You’re helping them create valuable content. They you’re talking to the marketing people, they have to create content anyway. You know, all these things, you know, you’ve already laid them out. I’m just putting them in one paragraph. You’ve been talking about them for 40 minutes. So, um All right,

[00:47:16.28] spk_1:
what

[00:47:25.98] spk_0:
else? Anything else you wanna, Is there anything else you want to share about this, this process? Uh Onboarding it we grew it or how to grow it. Anything you want to leave folks with or more advice you want to share?

[00:48:22.17] spk_1:
I guess I’ll add, you know, in your pitch, don’t, you know, they’re asked can just be, are you interested? Can we get on a call? Like keep it really short. Don’t try to break down the whole thing. Are you interested? If they say yes, then you can set up a call with them. Um, so I think that one mistake people have is like, oh, we could do this, this and this and get the email too long or make it too complex. Just yes or no question. So that’s one little thing I would add. Um Yeah, just just try it. Just do some read. I mean, we we get and our own uh experience, we’ve seen about half of the people we reach out to respond with a yes or a no, or maybe yes later. And about a third of the people say yes. So it’s a very high great of people who are interested. Um, and we are we’re strategic, we’re not just like blasting out hundreds of these. We take the time. We we know it’s a good fit until we really believe that it’s a good fit when we make the

[00:48:38.17] spk_0:
pitch chris Barlow, Father of now seven and founder and customer happiness director at beeline your beeline dot com and he’s at beeline underscore chris thank you very much. Chris, savvy ideas. Thank you. I love it.

[00:48:48.67] spk_1:
Thank you, Tony.

[00:48:49.77] spk_0:
Pleasure to have you back.

[00:48:51.27] spk_1:
Good to be here

[00:49:11.27] spk_0:
Next week. We will definitely kick off our 2022 and TC coverage. 22, what am I saying? 22. NTC coverage kicks off next week. Got lots of interviews coming over the next many months. If you missed any part of this week’s show, I beseech you find it at tony-martignetti dot

[00:49:12.88] spk_1:
com.

[00:49:57.37] spk_0:
We’re sponsored by turn to communications pr and content for nonprofits. Your story is their mission turn hyphen two dot C. O. Creative producer is Claire Meyerhoff shows, social media is by Susan Chavez. Marc Silverman is our web guy and this music is by scott Stein, thank you for that. Affirmation scotty you’re with me next week for nonprofit radio big nonprofit ideas for the I have their 95 go out and be great. Mm hmm. Mm hmm. Mm hmm

Nonprofit Radio for March 28, 2022: Don’t Work For Free

Matthew Zachary: Don’t Work For Free

Your brand, programs, assets and communities are a commodity worth assigning value to. Is it time to tell a company, or other potential partner, “Thanks, but no thanks.” Matthew Zachary from OffScrip Health shares his advice.

 

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Every nonprofit struggles with these issues. Big nonprofits hire experts. The other 95% listen to Tony Martignetti Nonprofit Radio. Trusted experts and leading thinkers join me each week to tackle the tough issues. If you have big dreams but a small budget, you have a home at Tony Martignetti Nonprofit Radio.
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[00:00:25.64] spk_0:
mm hmm. Hello and welcome to tony-martignetti non profit radio Big nonprofit ideas for the other 95%. I’m your aptly named host of your favorite abdominal podcast. Oh, I’m glad you’re with me. I’d suffer with parallel

[00:00:27.64] spk_1:
GMA. If

[00:01:49.74] spk_0:
you broke me with the idea that you missed this week’s show, don’t work for free. Your brand programs, assets and communities are a commodity worth assigning value to. Is it time to tell a company or other potential partner? Thanks but no thanks. Matthew Zachary from off script health shares his advice. non tony steak too. Please take care of yourself. We’re sponsored by turn to communications pr and content for nonprofits. Your story is their mission turn hyphen two dot c o. It’s a pleasure to welcome Matthew Zachary to the show. He is a 26 year brain cancer survivor and one of the most respected voices in healthcare. He’s an award winning concert pianist and film composer And the host of out of patience with Matthew Zachary, the # one podcast in healthcare. He founded the award winning nonprofit stupid cancer. Matthew is now Ceo and co founder of off script Health, the first audio broadcasting company focused solely on consumer health and patient engagement. He’s at Matthew Zachary dot com and at Matthew. Zachary. Matthew. Welcome to nonprofit radio

[00:01:51.64] spk_1:
Hello tony

[00:01:53.84] spk_0:
pleasure to have you.

[00:01:55.01] spk_1:
Likewise, thank you for having me on the show.

[00:01:57.17] spk_0:
I’m glad you’re on from from new york city

[00:02:00.14] spk_1:
from the heart of Manhattan

[00:02:02.54] spk_0:
downtown where where where are you downtown? In Manhattan

[00:02:05.62] spk_1:
we are between the world trade center and the South street seaport

[00:02:09.94] spk_0:
Well, you’re very far down. Okay. I mean, I consider Chelsea downtown, your, your financial district

[00:02:18.04] spk_1:
downtown, just like near the, near the bay Battery.

[00:02:24.94] spk_0:
The battery near the battery. Right? Yes. All right. Welcome. Glad to have you. We’re thrilled

[00:02:25.83] spk_1:
to rant and rave to your listeners.

[00:02:28.54] spk_0:
You ready to rant and rave. Please do. And

[00:02:31.30] spk_1:
I’m

[00:02:31.93] spk_0:
already correcting you. They’re our listeners, please. Our listeners

[00:02:36.41] spk_1:
listeners,

[00:03:12.34] spk_0:
listeners. No, no, don’t, don’t disqualify it. There are listeners rant and rave. Please tell stories. And we’re gonna be talking about some stories, uh, some of your stories and your background, but we’re getting started. You know, we want to get started. We’re talking about non profits, undervaluing their assets. And uh, let’s set up your, your bona fides to talk about this. What, what is it in your background that leads you to the, to the, uh, to the belief that this is a problem that nonprofits are, are, are causing for themselves. This undervaluing,

[00:04:38.94] spk_1:
I have the terrible privilege of having started the nonprofit with no experience in 2006 and then running it too To success by accident over 14 years. And it’s often the most unqualified human that doesn’t write the wrong way. And I spent a decade working at Omnicom in the agency space after surviving brain cancer in college. So I learned a lot And this is pre internet, pre google pre everything. This is a ol floppy disks and dial up and crappy Macintoshes and gateway computers. That’s the era in which I kind of grew up with. And back then consumers really valued, you know, good brands and direct to consumer wasn’t really a thing yet. There was no like banner ads pervaded but health care and cancer and rare disease wasn’t really a market. We were kinda left to our own devices and I wound up meeting a guy who happened to be on the board of directors of a group called the National Coalition for Cancer survivorship. They are five oh one C three and the five oh one C four group in the beltway, probably the single most influential group no one’s ever needing to have heard of because they get all the things done behind the scenes in cancer policy access CMS, payer equity F. D. A. There there, wizard.

[00:04:46.40] spk_0:
Well we have, we have jargon jail on tony-martignetti non profit radio

[00:04:52.13] spk_1:
jargon. But where can I do that?

[00:04:53.83] spk_0:
There’s no button. I just, I just interrupt you brashly like I just did

[00:04:59.94] spk_1:
Medicare services, the federal Drug Food and Drug Administration and insurance companies.

[00:05:04.24] spk_0:
What is CMS,

[00:05:05.47] spk_1:
Comprehensive Medicare services.

[00:05:07.35] spk_0:
Thank you. Okay.

[00:05:08.42] spk_1:
Yeah. Okay. So yeah, I will, I will do the acronym for the rest of the day if you

[00:05:14.05] spk_0:
please, but if you forget, I’ll remind you. Don’t worry.

[00:05:46.84] spk_1:
But I wanted to start a nonprofit having no experience understanding what that was because I saw, I saw a marketing need, I saw a business opportunity and before I get to the second part of that thought nonprofits are still businesses and fundamentally, most people that start nonprofits, I have no data to support this are doing it because of emotional desire and not practical forward thinking. Well

[00:05:47.34] spk_0:
that sounds like it was your own experience. You said

[00:05:49.52] spk_1:
yes, you

[00:05:50.79] spk_0:
blundered, you maybe didn’t blunder into it, but you blundered through it. I

[00:07:38.14] spk_1:
blundered through it with no experience. But I always ran it like a for profit company. It happened to be a tax examples, you know, I. R. S. Status, but I never thought that I would want to ever beg people to give couch cushion money to keep the lights on. I’m not that kind of person and I genuinely believed and you could commoditize cancer patients because they’re just consumers and they want to feel like they’re part of a community and they want to give back in a way that they can get paid for having their life experience sold to somebody that didn’t ask to have that wisdom but also figure out ways to monetize the revenue portfolio of the company without being dependent on donor dollars. And that that was my approach. Then I even tell you was that, oh my God, no one’s ever done this. I’m gonna try it. And then I was met with like, oh you need a board of directors, you need to, you know insurance, you need to have the audience, I don’t know these things but fumbling through that with the onset mindset that this is a business first and foremost that happens to be a nonprofit was antithetical, but I think it’s an underserved narrative in why most nonprofits fail, Why most non profits earned less than $50,000 a year and why the government made it way too easy to get to C3 status because they just know that they just want to have this on the books were the good government, we get the C3 status and I’ll end that thought with one of my friends and heroes and mentors is dan Pallotta, dan Pallotta had the most watched ted talk in history,

[00:07:44.25] spk_0:
an

[00:08:05.24] spk_1:
old friend, the way we think about charity is all wrong. It talks about GDP issues and the fundamental flaws and scaling and growth and equity and value and you know, he taught me a lot, getting this off the ground and I was privileged to have him kind of be the jiminy cricket that validated my approach that this is a business that happens to be a charity?

[00:09:41.64] spk_0:
It’s time for a break. Turn to communications. Your story is their mission. What does that mean? What do you want to tell? What story do you want to tell? What audience do you want to tell it to? What channel or channels do you want to use to tell that story. All of that is what turn to does that makes your story their mission. So, and they’ll help you refine that story. They’ll they’ll maybe help you find that story, not just refine it, but help you find it. And then they’ll help you figure out who the best audiences are. You probably have a good sense of that, but they can help who the, what the best channels are. They definitely can help you with that. And then hone that story and tell it, get it out. Whatever, whether you’re going to use earned media or owned media, whatever channels you’re going to use, they’ll get it out. All of that means that your story is their mission Turn to communications turn hyphen two dot c o. Now back to don’t work for free. What about the undervaluing part? What what, what did you were there lessons you learned and you said you didn’t you never wanted to pursue a couch cushion, pennies as donations. But where did your thinking about nonprofits not sufficiently valuing themselves come from?

[00:09:49.34] spk_1:
Right. So this goes to how industry and the cockeyed fucking nous of healthcare. Is that the people that make the drugs that you and I take it? We’re not

[00:09:56.42] spk_0:
customers appreciate your saying this. Yeah,

[00:09:59.31] spk_1:
it’s factory.

[00:10:01.34] spk_0:
Right? Wait, say that 1. 2.

[00:10:03.86] spk_1:
Yeah.

[00:10:04.44] spk_0:
There there too, too few words that mean anything anymore. So, you know, we say it, say it, say the word that best describes the situation you’re talking

[00:10:19.84] spk_1:
about the healthcare factory, the way in which the health care economy works. And your listeners, our listeners may know this. See what I did there. You’re

[00:10:23.56] spk_0:
swearing at our listeners,

[00:11:41.34] spk_1:
pharma makes the drugs, the insurance companies decide how much doctors will get paid to give the patients the drugs and that’s it. It’s that straightforward. You’re the patient on the drug, you’re not the consumer, you’re not the end user, you’re the recipient, You walk into a store and someone else decides what you’re buying on the shelf and how much you have to pay for it. That’s not a normal way to think about the economy. But what drives the industry to care about nonprofits is that we are the people on their medications that they can never get in touch with legally. So they have to develop the advocacy budget programs thanks to the Sunshine Act that allow them to have less influence over decision making but a loophole through to the people on their medications and pipeline. So they’re desperate to throw advocacy money at nonprofits in the hopes that the nonprofits will tell your community about these disease state awareness that are non branded websites and all these other things because they can’t directly get to the patients. So that’s stupid cancer. at one point we had in the heyday, we had maybe a half a million people on facebook and maybe 100,000 people on the mailing list. This is before text and twitter and Tiktok and all that. All that matters

[00:11:45.76] spk_0:
is roughly what years are we talking about? It’s important for context.

[00:11:48.50] spk_1:
2010, 11, 12,

[00:11:52.18] spk_0:
maybe

[00:11:54.54] spk_1:
13. Like real like super. What the heck was that? Super cool.

[00:11:58.67] spk_0:
Like like us on facebook and that was just

[00:13:55.14] spk_1:
like us on facebook. We also had live events, you know where we had 20 or 30,000 people coming to our live events every single year. We had a trade show in las Vegas for five days with 1000. So we were, we were swimming in the patients that the pharma companies needed to get to. So they’re like, hey, we would like to talk to your under the breast cancer community. I said great quarter million dollars. What? Well you’re already spending half a million on facebook to get people to care about this drug. Why should you think we’re doing this for free? Well because you’re helping your community and I was like, no, we have a community that’s huge because people pay us so show what is it that no dough no show was the absolute end all be all binary transaction of stupid cancer which put us in a very different value space. Then the other nonprofits which are like sure take all these people will tell them all about this for free when they’re so undermining their own like you said their own value, you are worth something. So then farmer got smart and other groups cropped up that became these middle groups, these registries and these patients like me and Snow company, We go health inspired health union and they do a great job aggregating communities and therefore profits. But most of these people are still part of nonprofit organizations. So then they’re the ones going to the nonprofit saying, hey, encourage your community to join ours so we can sell these people to pharma and you are left holding the bag and then the non pro sure. Hey people, everyone go join this platform now. So you can tell farmers how much you hate them or like them or whatever it is. But the model is still the same. The nonprofits are not basically monetizing the opportunity to data mine their community when they built all the sweat equity to create in the first place to

[00:14:11.44] spk_0:
create, You created this vast community. You’ve got to take a step back and and recognize its value to tell people you’re trying to invite in people, people who want him,

[00:15:12.44] spk_1:
right. I mean a lot of this goes back to what we used to call. Trust culture, nonprofits are the place you go because you trust the community. It’s peer to peer. It’s life hacking. It’s, it’s, I’m not alone anymore. It’s mental health support of psychosocial support all the evidence over the last 15 years, points to that patients are getting more value in decision making and mental health improvement by talking to people like them and not the doctors. So it’s natural that the farmer companies want to build, you know, better drug pipelines or better clinical trial engagements or better disease state awareness programs are better than non branded websites, but they can’t do it without the patients. You know, how many farmer conferences are all about healthcare and patient access and blah, blah, blah. And then that’s not a single patient there or a single nonprofit there. They won’t pay the nonprofits to show up. They expect us to apply to exhibit For $5,000. How fair is that? Where you need the nonprofits at the patient conference with no patients nor do you want the patients to come and talk on the stages tokens and not even pay them.

[00:15:25.64] spk_0:
Okay,

[00:15:26.74] spk_1:
Am I ranting enough?

[00:15:28.64] spk_0:
You’re, you’re, you’re doing a good job. Yeah, the passion is there the zeal is there? Absolutely. Um if you would look, if you were flat, I would have turned your mic off five minutes, 10 minutes

[00:15:36.62] spk_1:
ago.

[00:16:36.94] spk_0:
Um, let’s, I understand your background is healthcare and you’re still, you’re, you’ve, you’ve got uh, the number one podcast in healthcare. I’m gonna challenge you to take this out of the healthcare realm for the benefit of our listeners who don’t work in healthcare. They don’t have a patient population or a family supporting population. They may have a a dog loving population or uh, a well loving population. So let’s, let’s let’s get folks to take a step back and value what their assets are that are appealing not only to companies if you you make the case strongly about, uh, well pharmaceutical companies in particular, but we can broaden that to potential corporate supporters, but also value to, uh, individual individual donor investors. So can we start to talk about, you know, take a step back and recognize what your value is to your supporter communities?

[00:18:54.94] spk_1:
Yeah, I I think if we separate the consumer health nonprofit universe with everything else, it’s a different beast. It’s a very different beast. It’s also a lot easier to quantify impact when you’re out of healthcare than when you’re in healthcare. And I look towards, you know, doctors without borders, habitat for humanity. Um, you know, charity water, you can really your money makes this well, your money build this house, your money sends this doctor, your money fixes that cleft palate. It’s a lot easier in terms of showing donors exactly where their money, individual donors where their money goes. So my perception is that I’m not gonna say easier, but also easier with like an asterisk attached to it. Most donors in the healthcare space are there because they’ve been personally affected because healthcare fell on them too. And they want to be there to support the nonprofit they care about because whatever they’re doing is helping me feel better because I’m somehow knowing someone else is helping being helped these many more women get mammograms are these many more these more communities get access to care or this is improving mental health and Children or whatever, whatever, whatever. But there’s a different dogmatic principle in tange ability of donor relations outside of the healthcare space. You know, the A. S. P. C. A. For example, here’s how many dogs you can help. You know, the all the Sarah McLachlan commercials, like, here’s exactly the jerry lewis telethons. We can assign a mental value in our head to knowing this dollar helps this thing. It’s less esoteric than healthcare. So with that said, you know, there are still the pitfalls of most nonprofits never break over $50,000. Most people still start them based on passion projects without doing any research into understanding it’s still a business, It’s still a C. Corp it just has a tax status. You still need a board, you need an audit, you need insurance, you have to have payroll, you can’t pay yourself, there’s all these red flags when you do. You’re a million things that go into like learn what you’re getting yourself into without the passion horse blinders on because you want to get it done because no one else is.

[00:19:39.04] spk_0:
Yeah. Well, alright. Yes. And and um our listeners are past that though. You know, they’ve they’re already in nonprofits. Um, and I know I’ve heard you on some other interviews talk about, uh, I guess you pretty much despised people who do what you did. You know, start a nonprofit with without, with, with the blinders on without knowing what you’re going into it. What, what the expectations are, what the, what the compliance requirements are, what the fundraising requirements are with the board requirements are state law, federal law. Um, you’re, you’re down on people who did what you did. So, so like it was fine for you. But you know, don’t, you know what I

[00:20:26.04] spk_1:
am an accidental success because I approached it very differently. I went in knowing firsthand this is going to be a commercial brand. This is going to have products and services, e commerce stunts, uh, commoditized assets, a brand halo effect hitting consumer markets on what used to be called, cause marketing dollars, I, I did not ever want to walk in and beg for change. Um, but I am a rare case study because I did approach it from a very antithetical. Having no idea what I was doing on purpose versus, and it’s not an equal or an either or Annapolis oranges not doing the research and advance of what it’s going to take to accomplish what goal by doing this.

[00:22:49.74] spk_0:
It’s time for Tony’s take two. Please be taking care of yourself. I just had my annual wellness visit, which used to be called annual physical, somewhere along the line. Uh, when I guess around the time that toilet paper became bathroom tissue. Uh, annual physicals became wellness visits. So I had my annual wellness visit very recently within the past week and basically it was keep doing what you’re doing. So that’s very good news. I hope you are doing things that you should keep doing are you? So I’m encouraging you to uh, take care of yourself right things like getting enough sleep, eating well. However, however you define well, you know, being scrupulous about what you eat right, the work life balance. It’s true of course work and life are so inextricably intertwined now because so much of work is done from home. But that doesn’t mean that there isn’t or can’t be proper balance just because they’re inextricably intertwined. Doesn’t mean you can’t be balancing them spending not too much time at work doing the work wherever you’re doing it from. Uh, and not enough time taking care of yourself. Right time alone. You know, I’m a big advocate of that. If you’ve been listening for a long time, you know, a big advocate of time alone. Restful time, right time with family, with your deer, with those dear Children, grandchildren, all of this. All of this is the work life balance and bigger than that. I hope you’re generally taking care of yourself. So that when you have your next annual wellness visit, your doctor will tell you keep doing what you’re doing That is Tony’s take two we’ve got but loads more time for don’t work for free with Matthew Zachary. You mentioned brand equity.

[00:22:52.54] spk_1:
That’s

[00:23:17.14] spk_0:
something that all nonprofits have in common. You know, encouraging our listeners to think about what the, the value of your brand is in your community. However you define community, it might be your local community, it might be your state, it might be the environment, all, all air breathing mammals, might be your community. But you know, however you define it, you know, uh, you know, Matthew, you’re, you’re talking about brand equity. Brand value. What,

[00:23:24.36] spk_1:
what, what, what,

[00:23:25.38] spk_0:
what’s the value of that to, to outsiders who you’re trying to encourage to invest?

[00:23:31.54] spk_1:
Well, I mean investing versus donors that we’re talking about.

[00:23:57.84] spk_0:
Yeah, yeah. I’m, I’m taking it out of individual donors now. Yeah. I mean there are people who believe, you know, that what I do to the individual donating is investing. But I’m talking more about, you know, outside outside support, uh, corporate corporate support. There’s, there’s, there’s value in your brand. And I’m just, I’m, I would like listeners to recognize that, you know,

[00:25:50.44] spk_1:
There’s like there’s 30 ways to enter that with 30 other permutations. So I guess I’ll start with you know, brand equity is defined as how a customer feels good about their purchase and why they are repeat customers and the value they get by involving themselves in that brand experience. Apple target. Mcdonald’s whatever it is the brand is there, it’s nice. You’re used to, It gives you comfort. There’s a psychological benefit. There’s a retail confirmation bias that’s basically the DNA behind brand equity and many nonprofits don’t have that. They have a mission statement. They may have a logo or may have a, you know, some cleverly designed kitschy thing, you know, on a marquee somewhere most don’t, and that’s fine. But I’m gonna go out on a limb and say most people who discover a value of associating with a non profit that they care about. We’ll have nothing to do with their logo or their name. It’s what they do, um, on the, I would say the consumer brand, retail CPG corporate side of why they would underwrite something. There’s always an ulterior motive about what’s mission aligned with their quote unquote pillars, right? And sometimes they just don’t align. Or sometimes when you’re the Ford Foundation, everyone submits a grant for $40,000 and they get a million grants and they can only give four. So there’s a massive conundrum in, in where businesses would align with a nonprofit organization versus like a local business. You know, a lot of these golf outings are phenomenal, but they’re underwritten by a local deli for 50 grand and that’s great. So it depends on how you want to skin the cat in terms of what’s going to get that business to get behind that charity

[00:26:09.44] spk_0:
that counts. The totally the local deli sponsoring recognizes that you have credibility in the community and they want your name. And so you just don’t want to, we want to not undervalue the credibility that we are lending to our investing partners,

[00:26:15.64] spk_1:
but they also want people going to the golf tournament to buy sandwiches at that deli. Yeah.

[00:26:17.34] spk_0:
You mentioned, you mentioned CPG. What is that?

[00:26:19.82] spk_1:
Please? Oh sorry jargon. Consumer packaged goods services. Oh

[00:26:40.54] spk_0:
my God, I would never have gotten that one consumer. Okay. Okay. Yeah. So you know, so when you go to, when, when you go to companies and I don’t care if it’s the local deli or it’s, you mentioned ford, I’ll say the local ford dealership for ford motor company International. You know, you want to, you want to be conscious of the value that you’re bringing to the, to the conversation.

[00:27:35.54] spk_1:
Alright. I’m gonna go back to what I said before, which is, if you can highly quantify where your dollar goes and you could show that, you know that dog or that house or that park you want to renovate or that sick kid. Yeah, you’re gonna have direct community impact. It’s a lot easier to build the communities around the smaller groups. But when you get to the bigger groups, you know, people are going to discover them based on where they, where they find their interests if they’re advertising. If you see them on tv, if you’re invited by someone to go to one of their events and oftentimes there is a bit of a superficiality where I want to be associated with habitat humanity. I want to give them a lot of money. So they put me on their board of directors, I need that thing. And so there’s a, there’s a huge psychology That split seven ways from Sunday on what drives I would say the american psycho psychology to get involved with a nonprofit that they themselves are not directly filling with.

[00:27:42.54] spk_0:
That’s interesting. Let’s say a little more about that.

[00:28:06.54] spk_1:
Well, I mean, again, it just goes back to kind of ego and halo and why does this person want, you know, this leaf at the synagogue or this wing of the hospital or you know, I want to be on the board of, you know, the cystic Fibrosis Foundation because it looks good on linkedin and my cousins, cousins, cousins had this, there, there’s all different, you know, intentions and something, nothing malignant in terms of wanting to do this. But we talked about like how people see value in the non profits, but also how the nonprofits express their value to sponsors, donors and, and, and stakeholders.

[00:28:22.24] spk_0:
Right. And, and a lot of that expression is through the, the impact of the work that you’re doing

[00:28:26.84] spk_1:
right, which goes back to how anything else out of healthcare has a different way to express impact.

[00:29:01.34] spk_0:
Different, not, not, not insurmountable. Uh, you know, we, we mentioned animal shelters maybe before the shelter open. We just had just had a guest last week or the week before, before the shelter opened, there was a 98% kill rate of, of dogs and cats that were, that were found that were, that were, that were given to given over to a government agency, a nonprofit took over that work. Uh, and now they’ve turned it on their head. We’re only 8%, it’s an 8% kill rate and 92 adoption rate. I

[00:29:02.76] spk_1:
would donate to that place tomorrow. That’s yeah. I mean who wants dying pets? No one wants dying. Right.

[00:29:21.54] spk_0:
Right. So it’s, it’s, it’s doable by the way, if you want to give the charity’s barks, uh, Baltimore animal rescue and care shelter Baltimore Maryland. A little shout out to a guest with last week’s castro, the guest before Joanne Goldberger. Uh, I’m sorry. Um, am I offending the, am I offending you by mentioning another guest? No, I don’t think,

[00:29:28.43] spk_1:
you

[00:29:29.05] spk_0:
know, here he goes. Not, not damaged. Right? You’re okay.

[00:29:33.09] spk_1:
Not right now. No.

[00:29:34.12] spk_0:
Give a little shout out to a past guest because because an overlap. So this

[00:30:05.84] spk_1:
goes back to the shared economy of non profiteers. We are all doing our best. I also, you know, I’m sure this is still the case. It still is largely in cancer. There’s a certain degree of territoriality that goes to a lot of the nonprofits anywhere in the country in any specific mission where I can do it better than these people. And these hydro groups. These splinter groups that you’re not doing it the way I would want it to get done. So, you know, I’m not going to work with you to better this nonprofit, I’m gonna start my own thing. And you know, I think that in fighting and territoriality that’s ego driven and that doesn’t help anybody.

[00:30:22.94] spk_0:
The shared economy of non profiteers. That’s interesting.

[00:30:55.54] spk_1:
It’s community organizing, its community wisdom. It’s, it’s how do we learn from each other? Because there’s, I mean irrespective of mission and impact and there’s a fundamental horizontal line on how to do it well and things to just not do and just like peer to peer support in any community. There’s professional, peer to peer support in nonprofit leadership. All

[00:31:18.44] spk_0:
right. Um what do you feel like? I haven’t, I haven’t asked you about it, we haven’t talked about that’s related to recognizing your value as a, as an institution, as a business uh, to, to in to those you’re trying to encourage to invest in the business. What what what what what what more do you want to say about recognizing the value.

[00:31:45.74] spk_1:
It takes a business sense to identify what your value is. You can’t really allow someone to tell you what that is, but you can observe why people are invested in giving to what you do, but you’re the steward of your own brand, You invented this, you started this, you didn’t get hired by this company. It’s your thing. Why should people care about you that is your determinants of value to express to the communities that you’re asking to support you.

[00:31:52.34] spk_0:
Matthew Zachary,

[00:31:53.94] spk_1:
Yes,

[00:31:54.94] spk_0:
bless you.

[00:31:57.58] spk_1:
Matthew

[00:32:02.74] spk_0:
Zachary. Matthews Zachary dot com And at Matthew Zachary, thanks very much for sharing your ideas.

[00:32:09.84] spk_1:
I appreciate being here tony Thank you very much and thank you to all all of our listeners for chiming in. It’s

[00:33:12.04] spk_0:
very thoughtful of you. Next week we’ll continue the corporate partnership discussion with specific strategies with chris Barlow. When he returns if you missed any part of this week’s show, I beseech you find it at tony-martignetti dot com. We’re 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. Marc Silverman is our web guy. And this music is by scott stein of Brooklyn new york. Thank you for that. Affirmation scotty Be with me next week for nonprofit radio big nonprofit ideas for the other 95 well and be great.