Nonprofit Radio for March 29, 2021: Cure Communications Gaffes & Talking Mental Health In Your Workplace

My Guests:

Julie Ziff Sint, Claire Thomas & Shafali Rao: Cure Communications Gaffes
Our 21NTC coverage begins by explaining what to do after you put the wrong gala date in an email, or send a letter to the wrong segment. Might an intentional mistake improve open your open rate? Our panel is Julie Ziff Sint, Claire Thomas and Shefali Rao, all from Sanky Communications.

 

 

 

Dan Berstein: Talking Mental Health In Your Workplace
Also from 21NTC, Dan Berstein helps you avoid a different gaffe: Saying the wrong things when faced with challenging behaviors or mental health disclosures. He’s got easy-to-follow strategies. Dan is founder of MH Mediate.

 

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[00:02:22.04] spk_1:
Hello and welcome to tony-martignetti non profit radio big non profit ideas for the other 95%. I’m your aptly named host of your favorite abdominal podcast. Oh, I’m glad you’re with me. I’d be thrown into zero Estonia if I had to mouth the words you missed this week’s show Cure Communications Gaffes. Our 21 NTC coverage begins by explaining what to do after you put the wrong gala date in your email or send a letter to the wrong segment. Might an intentional mistake improve your open rate? Our panel is Julie’s. If ST Claire Thomas and Shefali Row, all from Sancti Communications and talking Mental Health in your workplace, also from 21 NTC, Dan Burstein helps you avoid a different gaffe, saying the wrong things when faced with challenging behaviors or mental health disclosures, he’s got easy to follow strategies. Dan is founder of M H. Mediate on tony State, too. How are you doing? 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 a cure. Communications gaffes. Welcome to tony-martignetti non profit radio coverage of 21 NTC That’s the 2021 nonprofit technology Conference. We’re sponsored at 21 NTC by turn to communications. Turn hyphen. Two dot c o. My guests at this session are Julie’s. If ST Claire Thomas and Shefali Row. They’re all with Sancti Communications. Julie is vice president of account and Strategic Services. Claire is copy director, and Shefali is senior copywriter. Welcome, Julie.

[00:02:22.57] spk_2:
Thanks for having us.

[00:02:23.81] spk_3:
Welcome to be here.

[00:02:32.24] spk_1:
So, uh, let’s see. So does everybody work for Julie? And then then And then Claire reports The Shefali is It doesn’t work like that. I’m sure it’s a very collegial place. Thank you. Community were totally lateral. Totally flat. Everybody gets the same pay. Everybody is exactly the same

[00:02:54.44] spk_2:
way. We’re really collaborative agency, but I work more on our strategic side of things. And Claire and Shefali are two of our genius copywriters who manage our clients messaging.

[00:03:37.34] spk_1:
Okay, I think it’s important to flush this out. So give folks a feel for swanky communications because they might be working with you someday. Your workshop topic is my bad to all. Good. How to repair a mistake in donor communications. So, like if you dropped an email with a mistake in it, or you sent out an email about the gala, and it has the wrong date or the wrong time. That’s that’s That’s a particularly egregious one. We would think we would catch that in copyrighting. So, um, Shefali, let’s start with you. How does these things happen? First of all, like suppose that example? Wrong time in the gala invitation. How could that How could that possibly happen when we have multiple eyes on projects on communications?

[00:04:14.34] spk_4:
Yeah, you would think that it wouldn’t, but sometimes it just misses all sets of five. I actually gave this example, even in the conference, but I used to be a journalist, and I used to be at the news desk copy editing and one day on the front page in a headline. The word public was missing an L. And that just went out the next day. And, um, the good news is that we have a system we have, like, strategies in place where we kind of make those mistakes work for us. Which is really what our workshop was about.

[00:04:18.19] spk_1:
Yeah. I mean, you could have some fun. I don’t know. Pubic might be tough. to have fun you can have fun

[00:04:22.29] spk_4:
with

[00:04:36.74] spk_1:
without getting carried away. I mean, I think making light of a mistake, a gaffe. I use that all the time. I mean, you’re suffering with a lackluster host, so don’t be surprised if this comes up three or four times in a half an hour. Um, like the banging? I don’t know. You know, I have you here that banging

[00:04:42.14] spk_3:
a

[00:05:03.04] spk_1:
little. Okay, it’s It’s a hammer. There’s guys working on my stairs. You might hear vacuuming because they’re very fastidious about cleaning up. You might hear some, uh, sawing drill drill. Uh, circular saw type work. Um, not that that’s a gaffe, but, you know, it’s background noise. We got to call it out. If I can’t hide it, I’m gonna flaunt it, so well. Shit. I gotta ask, What did the paper do with, uh, public to

[00:05:20.94] spk_4:
pubic? And then we printed into the collection the next day. That’s all you can really do. That’s not the fun way. I mean, it’s not a fun where it was pretty upset about it, but we have actually had fun with some of our mistakes in the bus. Right?

[00:05:24.44] spk_1:
Okay. Who wants to share a mistake that, uh, so

[00:05:27.40] spk_3:
one of them One of them was in the footer. You know of an email and, you know, these things go out all the time, and and everybody is real careful about the

[00:05:36.00] spk_4:
content of the email, and And

[00:05:46.34] spk_3:
was the subject line perfect? And you kind of forget to be as careful about the footer and in the footer to the donors. It said eight cents of every dollar goes to programs services.

[00:05:51.34] spk_1:
Okay. Yeah.

[00:05:52.64] spk_3:
Now, most people already wouldn’t even see

[00:05:55.27] spk_1:
that Most people are going to look at the footer,

[00:07:01.34] spk_3:
right? This and this is an animal shelter. So? So when when it was caught, we were like, Okay, so we’re So what we did was we said, Okay, let’s let’s send it up. But let’s stay in character for how the donors know us. And we we have with this with this, um, animal shelter. We have a really fun, friendly voice. And so we sent out a correction email, and we used it to educate donors on what the truth is. And what we said was forgive us if you are, forgive us for our mistake. Um and we try. We’re pause P a w positively horrified. We made this mistake because the truth is it’s 82 cents of your dollar that goes to programs services, and we’re really proud of that. And then we talked about how we care for donor services. But we kept the really used pictures of cute puppies and kittens and, you know, it was all friendly and fun, and it was a good chance to educate the donors on what the actual You know how the organization uses donor resources. And,

[00:07:25.04] spk_2:
of course, the silver lining on that example and everything else is that when you do have an effective apology like that, um, you can have extraordinary engagement with your donors. So for that example that Claire just shared, we had over 50% open rate and almost a 5% click through rate, which is more than three times as high on both metrics as as you might hope to see.

[00:07:39.04] spk_1:
Yeah, Julie, I was going to go to you. Uh, so it sounds like the first thing you should do when you discover one of these gaffes is don’t panic,

[00:07:40.84] spk_2:
never panic. Panicking definitely does not help

[00:07:43.58] spk_1:
you accomplish your compound, right, you’ll send the wrong thing. You won’t think it through. You’ll blow the one chance you have to really fix it well, so keep your head on.

[00:08:35.44] spk_2:
Panicking definitely doesn’t help in any environment, I will say before, you know before you get there. It’s definitely worthwhile to have a comprehensive QA process. Um, and quality assurance process. Make sure that you’re going through steps to try to avoid the mistakes in the first place. But then, yeah, once the mistake happens, because no matter how good your quality assurance process is, mistakes will happen. Um, so when something does happen to be able to, like you said, don’t panic, figure out what was the mistake? What was what type of mistake was it? Is there an opportunity there? There might be a silver lining. There might be an opportunity. And how can you? How can you apologize in the most effective way? Or turn the mistake into make some lemonade from that lemon and really find a good silver lining there?

[00:08:58.34] spk_1:
What if someone is screaming at you? Maybe it’s a board member who just got the email. Maybe it’s the CEO. Whoever someone senior to you is furious about the mistake. Yeah, about them. Yeah, not about Not about what you’re wearing that day. But yeah,

[00:09:03.86] spk_3:
I’m just because the other problem is when the donor picks up the phone and starts to screen with you, right?

[00:09:20.34] spk_1:
Okay. It could be a donor, but I was trying to manage in the office first, but that’s a good one. Clear. We’ll get to. We’ll do that later. The secondary. The secondary market. Yeah, the other constituents. But how about right in your office? Uh, you know, a CEO or board member? Well, we’ll consider board members insiders for purposes of our conversation. What do you do there? Furious.

[00:09:49.54] spk_3:
Yeah. Yeah. And the first thing to do is to say, this is this isn’t all bad. There’s There’s probably an opportunity here. And we had a whole section on opportunities. Every every one of the case studies that we presented and the our speed round where people were talking about all these are the mistakes they made, you know, we talk about Well, there’s an opportunity there, like shuffle. You had some great ideas about opportunities.

[00:10:22.94] spk_4:
Yeah, and I mean, the first question you asked that the step was How does this happen? You know what I mean? Like, how do these mistakes happen? And they happen because there are human people at the other end of that happens like we all make mistakes. And sometimes the donor wants nothing more than to know that a person is at the other end of these communications. And that’s your opportunity right there to say sorry. Build a connection to make, like, some sort of personal, heartfelt apology. Um, and then you have a lasting connection with the donor.

[00:10:51.04] spk_1:
Claire, let me continue with you where we’ve got a furious supervisor here. Doesn’t it help to just also say, I’m sorry? I mean, I know, I know. I know. I made a mistake without trying to deflect or, you know, just even if it’s not 100% your mistake. Like if two other people read the copy also, but but the CEO is in your office in the moment. Oh, yeah. You just say I know, I know. We messed it up or I’m sorry. You know, I mean, just right, well,

[00:10:56.17] spk_3:
and and it is, you’re you’re absolutely right. But then there’s the other. The other mistake that you just alluded to when it was completely out of your control. Julie, talk about what happened with the USPS this year.

[00:11:30.54] spk_2:
Oh, my goodness. And so this is, you know, there are definitely issues that are outside of our control, right? So, you know there was for people who use Blackboard Online Express there was one year that it stopped taking donations on giving Tuesday. There was the black pod data breach last spring and summer. Gmail started hard bouncing in the middle of December this past year. And then, of course, in direct mail, USPS had delays and we had some of our clients were sending out holiday fundraising appeals at the very beginning of December. But then the seeds weren’t even received until the beginning of January. So if you’re mailing that,

[00:11:54.84] spk_3:
you think Yeah, I mean, there’s There’s a pissed off CEO pissed off client pissed off everybody that people didn’t The donors didn’t get the asks.

[00:11:58.54] spk_1:
Yeah, it’s

[00:13:06.94] spk_2:
outside. It’s outside of your control. But there are ways to make that into an opportunity. We had one client. They had sent out a mailing that talked about a December 31st, matching gift deadline, but people didn’t receive the mailings. Um, it bombed. And so we have brainstormed with them. What can we do to figure out a way around this? And we ended up doing an email campaign in early January that effectively said, We understand there were delays with the post service. We know that you may not have received our appeal letter. We would like to tell you that even though it said that the matching gift deadline was on December 31st we talked to the matching gift donor, and we’ve been able to extend it. Please make your contribution now, and so you know it’s not going to necessarily completely counter active. You know that’s not our mistake, but it’s not going to completely counteract that problem. But you can still look for a silver lining. You can still try to connect with the donors, show them that you are a human, show them that you’re all partners together for the mission, um, and then bring them back on board for for the mission.

[00:13:26.44] spk_1:
Claire, you you seem to be the one who raises the good hypotheticals. Alright, let’s let’s go outside now. I suppose it is a donor on the phone, so it’s not. It’s not a supervisor, but now it’s a donor. You know, maybe it’s maybe they’re the ones who maybe they’re the challenge donors who December 31st, you know, in January 3rd, they got the they got the challenging male or whatever it is, you have an upset donor or a very upset volunteer. How do you manage that?

[00:15:20.44] spk_3:
Well, first of all, remember that the fact that someone has picked up the phone and called you you have a dedicated donor on the other end of the line. This is a person who cared enough, cared enough about the work that you’re doing and is invested enough in the mission to pick up the phone and complain. So you’ve got someone on the phone who really cares, and then you kind of follow some basic steps. Remember feelings before solutions? Let them vent. Let them say whatever it is that made them angry and listen to it and be sympathetic and listen for opportunities to connect and then solve the problem. Sometimes it’s that it’s that the donor says, Well, I only wanted to be mailed once a year, and this is the third appeal I’ve gotten this year, and so you know you have a chance to draw them into a conversation and get them talking about why they care about the organization’s work, why this mission matters to them. Once they start talking about why they care, they usually talk themselves into wanting to give. I’ve been in the situation where I’ve been the person talking to the donor that was angry and letting them talk and then finding a way to, like, say, Well, that’s a really good point and I think we can We can address that mistake and then upgrading the donor getting them. That’s actually how I started in fundraising. I was. I was asked to call donors who were angry, find out what the problem was and and then just these were people who had pledged money, and we’re going to pay it off. I raised all the money they had pledged just by listening to them just by solving little problems that they had really small. Um and then they ended up being very dedicated, the organization, because again it’s what you’ve always said is that human human, you know, these are people on both sides of the equation. Philanthropy is, of course, the most human of acts.

[00:15:40.74] spk_1:
You all know the service recovery paradox.

[00:15:44.84] spk_3:
No,

[00:15:46.44] spk_1:
really, I haven’t. We

[00:15:49.33] spk_3:
do that. Pardon me? My suspicion that we actually do that.

[00:16:07.54] spk_1:
Well, yeah, you’re you. You could very well be a part of it, but, um, it’s bona fide. There’s research. The service recovery paradox is that someone for whom a mistake occurs and and has that mistake satisfactorily corrected will be more connected to the brand. I think I’ve seen it more on the commercial side will be more connected to the brand than someone for whom a mistake never occurred.

[00:16:20.14] spk_3:
Yeah,

[00:16:21.62] spk_1:
actually, you’re describing Claire like your clarity talking about upgrading people who were upset.

[00:16:28.24] spk_2:
There are a lot of psyche communications. We were founded by sinking pursuant. Um, back in the late seventies. And there are a lot of myths around Spanky Pearlington. Um, and many of them are not verified.

[00:16:42.65] spk_1:
Uh, thank you, man or a woman or

[00:16:44.76] spk_3:
she is a woman.

[00:16:49.84] spk_2:
Um, I think he was a nickname for Selma. Um, apparently, maybe that’s the new thing that we can learn for today. Um,

[00:16:54.61] spk_1:
I think

[00:16:55.60] spk_3:
I

[00:17:24.44] spk_2:
know so So There are a lot of a lot of myths around her in the industry, but one, and I have no idea if this is true. But I have been told that she used to plant mistakes and direct mail letters because there was an increased increased responses or an increased response rate or an increased giving. If there was a mistake in the letter, people would actually right back, correct it and send in their check while they were at it.

[00:17:26.56] spk_1:
That’s brilliant.

[00:17:27.84] spk_3:
It’s brilliant,

[00:17:43.84] spk_1:
right? They love you enough to point out like Claire was saying, they love you enough to point out your mistake. But then they might feel bad about not including a check. So you’re you’re you’re helping them get over the hurdle of, uh, whether to reply, you’re giving them a giving them an even better reason to reply. And by the way, they feel bad. If they if they only complain so they’ll give you money too well.

[00:18:05.94] spk_3:
And we writers like to believe that once somebody has noticed some kind of little mistake, they start reading for other mistakes, and then they actually get hooked into the message. Those of us who spend all our time crafting those messages. It’s our chance to hook them.

[00:18:13.44] spk_1:
Shefali, do you do you deliberately? Have you ever deliberately honest Now have you any deliberate mistake in?

[00:18:18.61] spk_4:
I have to say I’m having this conversation. I’m already thinking of, like subject lines that maybe you have a mistake, but not super obvious. But it would get people to just open the email.

[00:18:30.64] spk_1:
Wait, wait, I want to flush this out. We’re getting good advice. This is the stuff I love. A nonprofit radio. Actionable, actionable advice. What way?

[00:18:53.54] spk_4:
What’s an example? For example, I’m just thinking, What if the subject line just had somebody else’s name and you click on it? Because you think OK, this person made a mistake? That’s not my name. And then you open it and says, Just getting Of course we know you’re tell me because you are one of our most dedicated supporters,

[00:19:06.84] spk_1:
Okay, but they think they’re being voyeuristic by opening it up. It’s made for somebody else. I definitely want to check that out more so than I would read my own. The problem with

[00:19:09.64] spk_2:
tony that that that will be great with the donors. It may not be so great with that CEO that comes into your office yelling.

[00:19:24.34] spk_1:
Well, I should get approval in advance and say, Look, I want to want to test it. I want to test it exactly like we’re going to send 1000 that are that are misnamed than 1000 that are correctly named And, uh, let’s see. Let’s see which one pulls better. Which one clicks through better. You want to

[00:19:34.69] spk_3:
share one more?

[00:19:36.33] spk_1:
I have these copywriter minds think it’s amazing. Anything else occur to you while we’re talking?

[00:19:42.54] spk_4:
No, that’s it. I mean, new campaign idea in two minutes. I’m pretty happy with

[00:20:13.64] spk_1:
that. Yeah, right. Okay, well, we’re 17 minutes in, so try to try to up your game a little bit. Were already. You’re only one idea in 17 minutes. We’ve got to do a little better than that. Um all right, what else should we talk about? The crisis communications management is this This is this is no, I mean, that’s a crisis, but we’re now we’re moving to organizational crisis. Where the where the local paper headline and it’s not good. Who? Julie, you got You got a first bit of advice for that.

[00:22:10.54] spk_2:
Um so I think we we go back to where you started with before, which is always start with. Don’t panic. Um, for many of the organizations that we that we work with, one of the first things that we do is we talk to them about what is the rapid response plan? Um, it applies to if there’s a hurricane that impacts your services or if there’s a political situation that impacts your services or if there’s something in terms of internal politics where there’s something that is going to impact your reputation and you have that that rapid response plan. And it’s a question of, you know, we’ve given whole other talks about this and that it’s a whole other topic of conversation, but it is. It is really important, right? If you have the plan going in that you can deal with whatever the issues are, so you say Okay, who are the decision makers at the organization? What is the chain of command? Who are the people who we need to gather at the organization to figure out whether or not we respond? If we respond, what channels do we respond in what is the messaging of that response, right? And so you know that that really does have to depend on what is the situation. And in some some issues you don’t some problems, whether it’s a mistake internally, a mistaken communication or a one of these kind of rapid response publicity, something some situations will not require a response, and others do. And so it’s a question of what is the message? Is it something where, you know, if you actually do something really offensive, who is the right person to say something? Is it the executive director? Is it the chair of the board? Um, so so is it somebody who is a trusted individual who is the right signer for it? What is the right message? You know, we do. We do often. I will say, use humor when we are crafting an apology. Claire Claire talked about that example of Please forgive us from an animal shelter. You’re not going to do that if it’s something really offensive, you

[00:22:22.60] spk_1:
don’t want to. Yeah,

[00:22:24.30] spk_4:
I

[00:22:30.54] spk_2:
mean, you never know, but you want to be very human. Talk about it. Ideally, you want to be real explain. Here’s the situation and and have a very real genuine apology. What?

[00:22:56.84] spk_1:
Okay, what if at the outset, you don’t You don’t have enough facts. I mean, can you Can you come out and say we can’t comment right now? You know, we’re still looking into whatever the situation is, and we don’t want to say anything inappropriate. So give us 24 hours or something like that. Well,

[00:23:34.54] spk_3:
and committing to transparency in that process, I think is going to go a long way to saying we’re still figuring this out. We want you to know we’re on it. Were These are the steps we’ve already taken. Here’s a step. There is the next step we’re taking, and we’re going to tell you what’s going on. You know, you’re going to hear about this. Um, and just just to reassure them anytime you’re you’re dealing with somebody you’re dealing with donor group, they’ve given you their money. This is this is an act of trust. You have to you have to work to keep that trust, um, to make sure it’s, you know, earned. So you don’t want to lose that,

[00:23:49.04] spk_2:
and transparency is important. But you’re also then messaging them and saying to them as a donor. You are. You are our partner in executing our mission. You are part of the organization. We owe you an explanation. And we need you to help us get through this. We need you to continue to support, um, you know, shelter, animals, homeless youth, whatever the population is that you are providing services to you, our our partner in supporting this mission. And we need you to stand with us.

[00:24:11.94] spk_4:
Yeah, and the more authentic and personal it is, it’s also it’s more of its transparency. But it’s also assurance that not just like it’s not just we have your best interest isn’t just that hot, but it’s also you’re in the know about what’s happening in the organization. Like Julie said, you’re a partner

[00:25:33.54] spk_1:
building on that trust that Claire was talking about. Yeah. Yeah, right. You have that trust in the bank you don’t wanna you don’t wanna exploit it, uh, and squander it, which, you know, conflicting messaging will do. I think too much delay. Depending on the situation, you know, too much delay. Then the story gets ahead of you, and I’m envisioning something really bad, you know, and then somebody else controls the narrative, and you’ve You’ve lost your opportunity. You know, those those things are bad. And that’s that’s a squandering of good faith, squandering of trust. All right, well, that’s that. That’s the trust to that Claire you talked about when we were talking about the gaffes. You know, people love you so much that they’re going to let you know that you made a mistake. Those are those are the most concerned, Like most invested people, the ones who don’t care, we’re gonna write off like, uh, another. Another problem with these people, you know, something like that. But the ones who really care, we’re gonna say, How could they let this happen? Do they know? You know? So, yeah, they’re invested their invested. All right. Um, what else are we talking about? We got a couple more minutes. We don’t have to wrap up whatever we covered yet.

[00:25:38.94] spk_3:
Well, one of the fun things we talked about not fun at all. It was how to apologize appropriately.

[00:25:45.24] spk_1:
Okay, well, you gave a good example of the animal shelter. Were,

[00:26:02.84] spk_3:
But if it’s offensive, what we’ve all noticed in, you know, in our media consumption in the last couple of years. Is all of these people, uh, providing apologies? You know, apologies.

[00:26:25.34] spk_1:
Backhanded apologies, if backhanded apology. If anyone was offended. Exactly, I didn’t intend it. And I regret that they’re offended. So it’s like it’s like their fault. It’s your fault for being offended, right? I regret that you’re offended, you know? All right, talking about her one. Horrible. Yeah,

[00:26:36.14] spk_3:
it’s horrible. And we actually said, Be sure if someone if someone said something offensive, be sure they say I offended. And I apologize.

[00:26:37.31] spk_1:
We should follow, you know, making human. There’s a human behind this apology. Not it wasn’t written by a

[00:26:43.58] spk_4:
robot. You know, it’s not like a template apology. Yeah, 100. An apology

[00:26:50.44] spk_1:
if anyone was offended. I’m sorry that they are regret that they are people who won’t even say step. Probably won’t even say sorry. I regret that. It’s unfortunate that you are

[00:27:01.19] spk_3:
all

[00:27:16.04] spk_1:
right. All right. What else you want to, um Let’s see. Anybody who wants to take us out with, uh, parting parting advice for the Let’s stick with the Gaff. I like that. That was the most animated part. The somebody take us out with good gaffe advice.

[00:27:19.24] spk_3:
Well, I’ll tell you one of the things we had fun coming up with Shefali and I, um, included. We gave a little bit of conference swag in some some checklists and things that people

[00:27:31.03] spk_1:
can take.

[00:28:21.14] spk_3:
And we also provided a little freebie five subject lines to try if you made a mistake. So this is how this is how to get somebody to open your email apology. And so we came up with we came up with. Well, this is awkward. Um, let’s see if we can get our apology right. You deserve our best. You didn’t get it. Can you forgive us? Name of donor and then my favorite. I think this is shit follies. Um, the email you were actually supposed to get name. Okay, So just kind of helping people out. We have. We have unfortunate reasons. Were knowing that all of those emails are successful. Um, so a

[00:28:35.84] spk_1:
lot of communications is gonna be a lot of mistakes. I mean, it’s going to happen. It’s humans. You don’t you don’t strive for them. Obviously you strive not to like Julie was saying, but but with QA. But it’s going to happen now. What about this? I don’t like I don’t like teasing nonprofit radio listeners, and then they don’t get anything. What about this checklist you mentioned? So

[00:29:03.24] spk_2:
those five subject lines along with a variety of other things, including some of the most common QA mistakes to watch for, um, at sinking dot com slash ntc 21 you can download a pdf that has whole bunch of good checklist for both avoiding mistakes. And then what to do if you made a mistake.

[00:29:07.44] spk_1:
Okay,

[00:29:13.54] spk_2:
so that was Thank you. Slash And so sink e ink dot com slash ntc 21.

[00:29:20.54] spk_1:
Got it and sank is s a N k y. Thank you dot com slash ntc 21. All

[00:29:24.33] spk_3:
right.

[00:29:43.34] spk_1:
Thank you. Think as opposed to what I said, which was Thank you. Thank you, Link. All right, Nobody talked. Now nobody talked. Thank e ink dot com slash ntc 21 You betcha. Thank you. All right. I don’t like cold, madam. Non profit your listeners. Alright, Good. So they can get the resource there. We’re gonna leave it there. Julie’s if sent Vice President of Accounts and Strategic Services. Claire Thomas, Copy Director Shefali Rao, senior copywriter all at Sancti Communications. Thank you very much. Wonderful.

[00:30:01.56] spk_3:
Thank you so much Fun.

[00:32:49.14] spk_1:
Real pleasure. I enjoyed it. And thank you for being with tony-martignetti non profit radio coverage of 21 NTC 2021 Nonprofit Technology Conference where we are sponsored by We should be sponsored by sank Communication with all these shout outs I’m giving, but we’re not. We’re sponsored by turn to communications sank e ink dot No, not spanking dot com Turn to communication. Turn hyphen two dot c o responsible. I turn to communications Turn hyphen two dot c o thanks to each of you. Thank you very much. It’s time for a break. Turn to communications relationships turn to has the relationships with media outlets, journalists, even bloggers podcasters like me they have the outlets to get you placed When there’s a reason for you to be in the news. There’s some news hook that they can grab and they can talk to the Chronicle of Philanthropy, CBS Market Watch, et cetera. They’ve got the existing relationships and they’ll leverage them to your advantage because you’re their client. You get in the media, turn to communications. Turn hyphen two dot c o It’s time for Tony. Take two. How are you? How are you doing? Have you had a vaccine? How’s your family doing? Your family been vaccinated? I’m interested. I’m interested in how listeners are doing. I sent this out asking folks who get the insider alert our weekly insider alert. And I got a bunch of responses back. People. People told me how they’re doing. Tell me what’s going on, How they’ve been what? What It’s like, uh, planning to go back to work, etcetera. So I turned it to listeners. That’s you. How are you doing? How’s your family? Let me know. You can use my email. Here it is. It’s not gonna be able to use it and give it to you tony at tony-martignetti dot com. Tony at tony-martignetti dot com Let me know how you are That is Tony’s Take two. We’ve got boo koo, but loads more time for nonprofit radio. Here is talking mental health in your workplace. Welcome to tony-martignetti non profit radio coverage of 21 NTC, The 2021 nonprofit Technology Conference. We’re sponsored at 21 NTC by turn to communications turn hyphen two dot c o. My guest now is Dan Burstein. He is founder at M H. Mediate. Dan. Welcome to our coverage of 21 NTC.

[00:32:59.94] spk_0:
Thank you very much for having me.

[00:33:15.94] spk_1:
Pleasure. Absolute pleasure. We’re talking about something that’s important. That’s not talked about enough. Your session is talking mental health in a virtual workplace. There’s there’s stigma around mental health. Is it? Is it Is it worse now in a

[00:35:38.34] spk_0:
virtual world? Um, I would say that, and I’ll just say, I’ll just say that, you know, my background is I’m a mediator and I do work to help people talk about mental health. But I also personally live openly with bipolar disorder. And I would say that stigma is a funny thing, because when we think about stigma, we think about well, do people have a negative attitude towards someone having a mental illness? And as time has gone on the general climate of negative attitudes to someone having a mental illness, I believe is shifted so people are more accepting of the idea that someone might have a mental health problem and we need to work with the fact that everybody in the workplace has mental health needs of some kind and people might need take a personal day or something. The interesting thing is, what kinds of ideas do people have about what do you do when you see that somebody may or may not have a mental health problem? And that’s where so much talk has happened during the pandemic, where, UM, people are saying, Well, what do we do? How do we pay attention to our co workers? How do we notice if there’s a mental health problem and help them? Their statistics out that about half of people have some kind of mental health symptoms now during the pandemic. And so there’s a lot of people have these good intentions that they want to find a way to support someone who has a mental health problem. But the way that they offer that support might actually be stigmatizing. And, um, one way of doing that is if you assume someone needs help. So if someone hears I have bipolar disorder, or even if someone notices, I’m having personal issues at work, if they approach me with the assumption that I need their help, that that’s paternalism and that’s one kind of stigma, another type of stigma and I’ll end it right there is, um, another type of stigma is, if you believe, for instance, Oh, well, Dan has bipolar disorder, but if he goes to the doctor and he takes his medicine, Dan will be fine. Where you that’s That’s an accepting idea. But that’s not how it works for everyone, because I have a choice about how to take care of my mental health. And plenty of people don’t get better even when they take medicine, because they have side effects or treatment resistance. And it’s a difficult journey for them. And so sometimes there’s an oversimplification of we have all the answers for someone’s mental health. Now you just need to come tell HR tell somebody, and we’ll be able to get you the help you need. Use the employee assistance plan. You’ll get your help, and we have it all figured out. And that creates a lot of stigma as well, because it puts that pressure on people to have their mental problems figured out or solved.

[00:35:59.64] spk_1:
Okay, so we want to. We want to be able to say the right things and avoid these Gaffs around dealing with folks who may need help and you said during the pandemic, What’s the statistic? Like as many as 50% of people have have some mental health needs. Intervention needs. Doing what

[00:36:56.43] spk_0:
I would say is 100% of people have mental health needs. So that means, you know, everybody has stressful days. They get to have worried, overwhelming, take care of ourselves like we’re all in a spectrum. In a normal year, one in five people will have a diagnosable mental health problem. So that’s what a normal year looks like. It’s about 20% of people will have a diagnosable problem now with the pandemic, it’s been. About half of people have been reporting mental health symptoms of some kind, and that’s for a number of reasons. That’s partly because of the social isolation, the fear of the illness, getting sick from the pandemic. Um, you know, losing your job. I mean, so many things are happening that are possible stressors that can trigger someone to have a mental health problem. So putting it all together, the data has shown that about half of people are having some kind of mental health symptoms that they’re reporting.

[00:37:09.23] spk_1:
Okay. All right. So yeah, 2.5 times as much as a as a as a normal year.

[00:37:10.53] spk_0:
All right? Exactly. So it’s more relevant now than ever. Accept that we all always have mental health stuff going on in some degrees. So I like to say it’s always relevant all the time for us to do.

[00:38:08.32] spk_1:
Yeah, fair point that. Everybody. You’re right. 100% of people have mental health needs. That could be as easy as I need. I need an hour away. Uh, I need I need quiet. I I gotta be with people. I’m too. I feel like I’m twice later, I got to get outdoors. I mean, those are all us, uh, responding to what we’re feeling in the moment and trying to take care of ourselves. Exactly. You’re right. Of course. 100. You’re right. Not that I thought you would be wrong, but yeah, you give voice to it. 100% of us have mental health needs. Absolutely. All right. Um right. So can we Can we flush these two things out? You know, assuming that people need help or that is assuming that the answers are simple. Is there Is there more like is there. Are there more ways we can help people avoid saying the wrong

[00:41:26.41] spk_0:
thing? Yeah, So what I usually do and what I taught in the workshop at the conference is, um, I try to focus on people remembering that when we’re in the workplace, we have to know what our role is. So are are you this person’s, um, you know, support system. Are you this person mental health treatment professional? Or are you there co worker or boss? If your co worker or boss you should start thinking what’s appropriate for me as a vantage point to engage in the topic of mental health and what what really is appropriate is talking about the behaviors in the workplace and how they affect the workplace. So you may see somebody who let’s say their absence a lot, and that’s not like them. And it’s not really appropriate work, even if it were like them. And so you’re thinking, Gee, from the way they look, they remind me of my friend from college who suffered from depression, and I might go over to them. And I might say, You know, Dan, uh, you’re absent a lot. I’d like to refer you to the employee Assistance Plan, which offers free counseling benefits. Or I’d like to suggest a way to help you with your mental health. I’m concerned that might be an issue that is wrong, because done now is you’ve added the backstory of your idea of what their mental health might be from your personal experiences instead of just focusing on what you’ve seen in the workplace, which is the absence is. So the better conversation is to sit down and say, Um, you know, Dan, I’ve noticed that you’ve been absent and I’d like to talk to you about how that affects the workplace and what we can do to manage that going forward and follow that conversation forward about the behavior. And then there’s ways that you can integrate mental health, you know into that conversation. And the typical way is to say, you know, whenever anybody is absent three times or whenever anybody misses this many deadlines or whenever anybody turns in lower quality work, we always let them know that there’s resources here to help them. And here’s a handout that includes all the resources we have that includes the employee assistance plan, etcetera. But what we’ve done here is we’ve taken the behavior indicator and we said, Okay, my role is really about the behavior I’d like to offer mental health support. You don’t have to. I’d like to offer mental health support. So what I do is I find a way to do it without singling anybody out. And I regularly promote these resources, um, and link it to clear behavior based criteria when I do it, as opposed to my hunch that I’ve seen something and I’m guessing, if you may are made out of a mental hunch about you, right, So that’s 11 way to look at it and that covers most situations. The the other thing that happens, Um, so that covers if you if you if you see you know performance problems at work or if you see inappropriate conduct, you can do the approach, I just said, But the other thing that can happen is someone can come and disclose to you, and they can disclose to you either just in passing like I did on this program and say, I have bipolar disorder and that’s it. Or they can disclose to you by saying, you know, I have bipolar disorder, I have depression and I’d like to change something here in the workplace. And at that point, most workplaces of a certain size have a responsibility legally to consider what’s called a reasonable accommodation for disability. And so there is a process for talking about that, and the American

[00:41:29.53] spk_1:
is that’s under the Americans with Disabilities Act.

[00:42:56.00] spk_0:
Yes, this is under the Americans with Disabilities Act, reasonable accommodation. Most Most organizations do not talk about this very well in the sense that they have a policy. If somebody asked for a reasonable accommodation, but they don’t educate the managers and the staff of when someone says something that could be a request for an accommodation. Um and so the example that I give is You know, a lot of people hear me say, I have bipolar disorder and they go, Whoa, that’s serious. Do you need help, Dan, Um, you know, But if I said, Oh, I’m feeling depressed right now and I need some time off I might not realize that that person is suffering from major depression and they’re actually asking for a disability accommodation. So it’s very dangerous to use your own judgment of whether or not a situation is serious enough to refer to H R or to refer to the disability accommodation on policy. And so what you really need to do is, um, when someone shares anything that includes two elements, which is possible health condition and that requests for a change in the workplace you should have, you should offer to process it like a disability accommodation. Um, and you should not, as a manager, informally offer the health, because even though you think you’re doing that person a favor, you’re making that person feel insecure that there’s not a real system to take care of them and instead that they’re relying on the goodwill of their manager. And that’s not a comfortable thing. In addition to the fact that if you’re letting the manager do these ad hoc favors, um, you’re opening up the possibility that there might be discrimination where whoever the manager notices, some people get, some people don’t etcetera, and and that becomes a problem. So that’s basically the whole gamut of interactions. You can have that work related mental health.

[00:43:21.80] spk_1:
So what is so what is the best way? By the way, I don’t know if you can hear There’s vacuuming because I have a contractor preparing my stairs, and

[00:43:22.84] spk_0:
I can’t hear the vacuuming, but I I feel for you.

[00:43:44.10] spk_1:
Okay. Thank you. I was feeling for you because I thought it might be distracting. Uh, well, if you hear vacuuming or pounding, it’s on my end. Okay? There’s no one trying to break into your home. What? So what is the appropriate thing to say? Then tell us, You know, like, if you can script it, what should What should the supervisors say when the person presents with these two? You know, these

[00:46:51.98] spk_0:
two criteria? I think they should just ask, you know. Oh, I I hear you’re saying that, um I hear you saying this and that. Would you? You know, would you like us to, um, Steve, there’s a way to adjust the workplace as part of an accommodation. This is what we say to anybody who presents with a possible health issue and, um, request for help. And most people will say No, I don’t I don’t want to do it as an accommodation. Um, and I’m saying this also with the caveat that you should go to your own HR department and find out how they want you to do this, but because they have their own practices and they have their own attorneys that have decided how to do it at your organization. But the key thing is, a lot of people at the organization don’t understand that regularly. People are saying things that could be a request for accommodation. And the fact that you would take it more seriously if I say I have bipolar disorder than depression is on its face. Discriminatory because you know you don’t realize it because you’re just thinking you’re being nice. You’re being supportive. Um, you know, But, um, but it’s just it’s just it’s better to have a uniform approach where anytime anybody shares any kind of health need while asking for for some kind of change at work, you refer someone, and if somebody just shares it like I said, I have bipolar disorder. Um, don’t assume they need help. So that’s the other piece. You need both elements before you offer the accommodation for all. Otherwise, there’s some lessons about generally how to talk about mental health. Um, and people can get resources that I promoted on the conference. I guess we could add a link to go with this podcast. But I could say that you are l, um, Dispute resolution and Mental Health Initiative is where you can get the free resources. So it’s D r M h initiative dot org. There’s a lot of resources there to help you figure out ways to talk about mental health and empowering ways. Um, one example is person first language. So you wouldn’t say Dan is bipolar because that’s defining me by my condition. You would say Dan has bipolar disorder, or Dan, um, you know, has a diagnosis of bipolar, you know, or whatever it may be, Um, the other thing is, you should really never make any assumptions. So when someone says something to you, the easiest thing to say is, Oh, what What do you want me to know from that? What do you want me to know from that? Instead of jumping in and saying, Oh, I have a friend who also has, um, you know, depression, right? Or I’m depression myself. I’m anxiety. You know, someone says to you, Hey, I’m mentioning, um that I have, uh, I’ll use me again as an example. Bipolar disorder, you can say. Oh, Dan, I hear you. You know what? What do you want me to know from that? And I said, Oh, you know what? I’m fine. I don’t need anything. I’m just open with everyone so that, you know, I just was saying it because it’s just what I do to feel more comfortable or it’s just part of what I do for my work. Um, but but But most people, when they hear something like that, they go into their hole on their whole inner wheel in their head. Um oh, what do I do to help this person?

[00:46:53.73] spk_1:
What I read about that. Yeah, I

[00:47:03.18] spk_0:
read about that. And it’s the actual advice to take care of. This is it’s actually quite simple. Don’t listen to yourself. Listen to the person who’s talking and make sure you hear what their ideas are and what their desires are. Um, to guide the conversations and there’s a lot more to it than that. You can get those resources again at D. R. M. H initiative dot org.

[00:47:19.48] spk_1:
Okay. Okay. Um, since we’re talking so much about bipolar, why don’t you acquaint folks with what it means to have a diagnosis of bipolar.

[00:49:52.37] spk_0:
Sure, well, but well, every mental health diagnosis because of the nature of what a mental health problem is, where it affects your thoughts and feelings and behaviors is unique to each individual. So I don’t want anyone to generalize from my story to other people. But I have bipolar disorder. It’s a mood disorder, which means I have trouble regulating my moods to some degree. And because it’s bipolar, there’s two different types of ends of the spectrum. On the one hand, there’s the low mood, which is depression. Um, what differentiates me from someone who has a diagnosis of depression is there’s also periods of high moods, which can be mania or hypomania. Traditionally, people think of that as you get very euphoric. Um, but you can also, which means very happy. But you can also have a very upsetting or dysphoric mania. And there’s a lot. There’s a lot of complexity, so I don’t want people to walk away thinking they know what it means that someone has bipolar for me. I was 19, um, in college, and I didn’t sleep for four straight days until I was then hospitalized and they checked my brain and, um, saw that I didn’t have drugs in my system. I didn’t have a brain abnormality physically on the scan and diagnosed me with bipolar disorder. Because if you have one of these big up episodes where you don’t sleep and you talk faster than I’m talking right now and you engage in erratic behaviors, um, that is definitive for a diagnosis of bipolar. Basically. So, um, if you just have depression, you don’t know if someone’s going to have depression or not, because you need to see that up episode to know that somebody has bipolar disorder. So for me, I was 19. I had that episode in college. I missed a semester of school, you know, got hospitalized and I’ll stop the story there. But it’s obviously a long story of life with a mental illness. Um, and it’s complicated, and it’s just one of many people’s different stories. Some people go to the hospital. Some people don’t. Some people take medications some people don’t, and that’s why what’s important is to let people tell their story and tell you what they want you to know. Instead of asking your own questions and pro and probing. Um, what? Your question was totally appropriate, Um, for this podcast. But in general, if you’re at work, you know, you keep your head down, and when someone brings it up to you, you listen to them and you ask them what they want to talk about. And you follow some of the other skills that you can learn to be empowering and talking about mental health.

[00:49:54.57] spk_1:
So a better way to ask. What would you like me to know

[00:49:57.77] spk_0:
about? What Would you like me to know and or just Yeah, or just I mean, you can say diagnosed. You can say anything, but yeah. I mean,

[00:50:05.84] spk_1:
what would you like me to know

[00:51:19.56] spk_0:
about what you’re saying, what you know or what are you? What are you trying to convey to me? You know, the idea is less about specifically what you say and more about showing the person a few things. So number one is I’m listening to you. I want to hear your ideas and your story. You’re you’re empowered in this conversation. So that’s one thing you’re trying to do. The other thing that I mentioned earlier, it’s really important is I’m not judging you and singling you out to treat you differently than other people. So those are the themes that you want to show with. Everything you’re trying to do is to say we we we check in on everybody who is absent, we check in and everybody who misses deadlines, you know, we have the same conversation. It’s better to give a written handout because with the written handout, um, people can see Oh, yeah, You didn’t just make this up just because you’re freaked out by me. You you give this out to everybody. So those are the key principles that are the most important. And if you say the wrong thing along the way, um, you know that’s not always pleasant for someone. But if they can see that you’re really trying to be fair and treat them like somebody else and if they can see that you’re really trying to listen to them, then you’re going to have a good outcome. And and that’s not just when there’s a mental health problem involved, that’s actually all communication. Um, you know, in all interactions, it’s good to do those

[00:51:22.44] spk_1:
things listening,

[00:51:23.50] spk_0:
listening, listening

[00:51:24.73] spk_1:
just as I just cut you off as you’re talking. But I’m saying, but I’m emphasizing, Yeah, listening appropriately. Careful

[00:52:24.25] spk_0:
listening. Um, and what happens with mental health is a lot of times people see mental health niche and they start panicking about what do I do? What do I do? And it’s like, actually, you should really just focus on treating everyone great all the time, and then you won’t have any problems. And and And that’s where I come in as a trainer or, um, you know, to help different organizations is, you know, basically what happens is they have They have some missteps and how they’re dealing with mental health. And so we address those. But it’s actually addressing the culture for everyone because as we started, um, this podcast 100% of people are having mental health needs 100% people, um, you know, might need to communicate about feeling sad or worried or overwhelmed or having a rough day and and and these skills will benefit in all those situations. Um, you know, as long as you get to that mindset of the empowerment and treating everybody the same, all

[00:52:50.55] spk_1:
right, that’s excellent. And I’d like to leave it there if you make you make your points very, very clear. Very succinct. I do want to leave folks with DRM H initiative dot org for Dispute resolution and Mental Health Initiative. DRM h initiative dot org For all the valuable resources you were talking about, Dan Dan Burstein, founder M. H. Mediate Dan, Thank you very much.

[00:52:51.89] spk_0:
Thank you for having me.

[00:53:56.85] spk_1:
Awesome. Valuable Thank you and thank you for being with tony-martignetti. Non profit radio coverage of 21 NTC were sponsored at the conference by turn to communications turn hyphen two dot c o Next week. More 21 NTC panels 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. Mark 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 non profit ideas for the other 95% Go out and be great.

Nonprofit Radio for March 22, 2021: Build Your Best Better Board

My Guest:

Gene Takagi

Gene Takagi: Build Your Best Better Board
Gene Takagi returns! He’s got strategies to help you build the diverse, effective, thoughtful, appropriately-sized, well-trained board you deserve. He’s our legal contributor and managing attorney of NEO, the Nonprofit and Exempt Organizations law group.

 

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Board relations. Fundraising. Volunteer management. Prospect research. Legal compliance. Accounting. Finance. Investments. Donor relations. Public relations. Marketing. Technology. Social media.

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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[00:01:39.64] spk_0:
Hello and welcome to tony-martignetti non profit radio big non profit ideas for the other 95%. I’m your aptly named host of your favorite abdominal podcast, and I’m glad you’re with me. I’d come down with dyskinesia if you gave me a taste of the idea that you missed this week’s show. Build your best Better board. Jeanne Takagi returns. He’s got strategies to help you build the diverse, effective, thoughtful, appropriately sized, well trained board you deserve. He’s our legal contributor and managing attorney of Neo, the nonprofit and exempt organizations law group tony State, too. Podcast pleasantries and planned giving accelerator. 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 my pleasure to welcome back, as it always is. Jeanne Takagi. These are legal contributor, managing attorney of Neo, the nonprofit and Exempt Organizations Law Group in San Francisco. He edits the enormously popular nonprofit law blog dot com and is a part time lecturer at Columbia University. The firm is that neo law group dot com, and he’s at G Attack Gene, welcome back to the show.

[00:01:41.84] spk_1:
Thanks, Tony. It’s great to be back. How are you?

[00:01:59.94] spk_0:
I’m doing well. Thank you. It’s always a pleasure. Many, many years. It’s a pleasure. Each time you’re you are teaching us what’s important, what we need to keep centered. What’s, uh where are ships Should all be facing in the same direction. So what direction is that? You keep us. Keep us on the straight path. I appreciate it. I know our listeners due to thank you.

[00:02:06.34] spk_1:
Thank you, Tony.

[00:02:23.84] spk_0:
Let’s get started with your building. Your best. Better board. We’re not We’re not gonna We’re not going to settle on nonprofit radio for your lackluster better board. We want your best, Better board. And I think the place to start is with board roles. So what are we expecting our board members to do?

[00:02:52.74] spk_1:
Yeah, I love this conversation, tony. It’s actually one of my favorites. And yeah, it was probably Gosh, it was early on, I think when we first talked a little bit about boards getting sort of distracted from doing the financial oversight and forgetting to do some of the other things that boards are supposed to do. Um, and, you know, part of what we talked about could have been, like 78 years ago was like, Hey, somebody should be over overseeing. You know, whether the program’s doing Are they having an impact or not? Are they really furthering your mission in the way that you want them to?

[00:03:11.94] spk_0:
You know, I have to remind you you and I did a mock board meeting one time, and either you threw me off the border. I walked out. I forget

[00:03:15.22] spk_1:
which

[00:03:30.04] spk_0:
back in the old studio was many years ago. I don’t know what we’re talking about. Something board related, obviously. But, uh, yeah, either I got booted off or I walked out and quit. I forget, uh, we’re trying to avoid that. We’re trying to avoid that in our best better board,

[00:03:32.54] spk_1:
but we’re definitely going to try to approach any of these things with extreme tact

[00:03:37.84] spk_0:
I lack, which I often lack. I probably walked out. I probably quit or something.

[00:06:01.14] spk_1:
Yeah, just just overall, the same financial diligence is great. So take a look at the financials, make sure you understand them and make sure that the organization is able to pay off its debts that they become do that you’re not sort of bleeding money and just managing your financial assets. But non profits exist more than to produce a financial bottom line, of course. So you know in the for profit world boards and probably got a different duty, maybe a little bit more. I mean, everybody has to act in the best interests of the corporation, right? That’s a fiduciary duty. But what is the best interests of the corporation for for profit? Oftentimes it’s associated, at least in large part the benefit of its owners or shareholders. But in the non profit, there are no shareholders or owners, right? It’s for the benefit of advancing the mission. And that’s what the board has got to remember, that it’s got to be purpose driven. It’s got to be, um, acting in furtherance of the mission ahead of everything else. Um, and the one caveat I’ll add to that which we may have talked a little bit about before, as well is you’ve got to add values to that statement, so their values probably baked into your mission statement but also baked into the organizational culture. So if our mission is to feed people who are experiencing homelessness or a lack of income, resources or we’re not just going to throw food out in a trough, right? You know that might be the best way or the most effective way to get as many people fed as possible. But that would be completely inconsistent with anybody’s values. Or so values and mission sort of go hand in hand, and focusing on that is really important. So not just financial oversight, the programmatic oversight the role of the board has got to look forward to. You’ve got to set the path with those values and mission for the organization’s future, not just looking behind you, but looking ahead, um, and so guiding the organization with those thoughts, acting as ambassadors, getting the feedback from the environment about what challenges and what opportunities may be out there. Those are all things the board can bring back to the executive and to the staff, sort of to help them do their best.

[00:06:44.34] spk_0:
And these are all very, uh, lofty. And and, um, I don’t want to say pedagogical, because that makes it sound like they’re not grounded, but But these are these are very we haven’t even talked about. You know how many board meetings you have to attend in a year. And how many subcommittees you have to serve on? You know, we haven’t gotten to that yet. You know, we’re talking about the the ambition, but it has to be centered. It’s It’s like you said. It’s the mission and values of the organization. I mean, if someone doesn’t respect those, then you’re not gonna get your best better board. You’re going to get a crappy person. Maybe it gives a lot of money, but ultimately, the ships are not sailing in the same direction with all the board members on each one.

[00:06:50.14] spk_1:
Yeah, I think that’s right. And I loved your introduction about having the best Better board. Not this lackluster,

[00:07:13.34] spk_0:
lackluster better. But yeah, that’s for other podcasts, not on the radio. We don’t tolerate lackluster mediocrity, mediocre better boards that we want to. We want the best Better board. All right, so So it really it really does start with loft and ambition around around Mission and values.

[00:07:15.74] spk_1:
I definitely think so.

[00:07:29.44] spk_0:
Yeah. Okay. Okay. So now let’s drill down. I mean, in terms of what we’re expecting the board to do, you have to be up front with what these expectations are and that that happens in recruitment, right? Not not in their first board meeting. You should be explaining the expectations while you’re talking to somebody about joining the board. Not after they have joined.

[00:07:41.54] spk_1:
Absolutely. And too often. I see tony and I don’t know if you’ve experienced this as well, but somebody tries to recruit you onto the board and they go, It’s really not that much work, you know. It’s easy. Um, well, that’s going to get you a lackluster and maybe not even a better board. So,

[00:07:59.57] spk_0:
um,

[00:08:45.54] spk_1:
yeah, so it really is about setting expectations of Hey, you really believe in this mission and you have the same values that we’re trying to move forward with. Let’s do something great with this organization. Let’s make a great impact here. This is These are the kind of things that we expect of our board. This is how often we meet. You know, this is, um, what we expected each board member in terms of attendance and in terms of maybe making a meaningful contribution. I don’t like set amounts because that can hurt diversity and inclusive inclusion. But a meaningful donation to to the organization it could be in time if not in money or in other ways. But the expectations, I think, need to be spelled out in front before you actually invite somebody onto the board.

[00:09:00.24] spk_0:
And when you’re spelling them out, I mean, do you Do you like to see a writing a document with, you know, Please take this home with you and consider consider, as we’re having our conversations about about you being on the board, consider all these things like you give them a document to read or just a conversation.

[00:09:24.64] spk_1:
I think both tony. So I I you know, it may depend upon the organization how formal they get, but if you do actually have a recruiting sort of policy or procedure or recruiting committee in place, I like to put some things down in writing just to make sure that we’re all on the same page and letting people know what the organization’s expectations are and how often boards meet. And if there is a meaningful contribution, expectations all of those things up front. So if somebody is not interested, they can right away say, you know, this isn’t for me, you know, I like what you do. But it’s not for me and another person who might say I’m really interested in doing all of those things. You know? I’d love to be a part of your board,

[00:10:11.94] spk_0:
All right? So be upfront about expectations. There’s no point in in concealing the work and the requirements, only to have the person blindsided when it comes time around, when it comes time for each board member to make their annual contribution. And and And they didn’t know that it was supposed to be a meaningful gift or they didn’t know there was a board giving requirement of any sort. You know, when it comes time to assign committee. So I didn’t know I was gonna be on a committee. I thought I just came to board member board meetings four times a year. Now we have committee meetings to I didn’t know about that, and then you set yourself up for a disaster.

[00:10:46.54] spk_1:
Yeah, I think that’s right. And if you if you start to um, the danger of it is is you don’t want to just sort of create this list of these are the things you have to do for the organization to run. You’ve got to always again relate it back to the mission and values. This is why we love to contribute as board members to the organization. Because this is what impact we can have. And this is the direction we see ourselves going to be able to have even greater impact. So you just keep reinforcing that message to get your best board members.

[00:10:55.74] spk_0:
You let me ask you a question. Are you Are you, uh Are you by any chance, playing with a pen or or anything?

[00:11:02.14] spk_1:
I am not rocking back and forth on my chair.

[00:11:06.44] spk_0:
And I know there’s, like, a little clicking, and I’m not. I know you’re not. I know you’re not typing like you’re not writing a document while we’re talking

[00:11:13.94] spk_1:
about you’re

[00:11:14.15] spk_0:
writing a client agreement or something.

[00:11:16.51] spk_1:
Typical things you expect from a lawyer, right?

[00:11:32.14] spk_0:
Yeah. You double bill your time, right. You get $800 an hour billed to clients at $400 an hour. You’re sitting in one’s office. You’re doing the work for the other. No. Okay. No, you’re not. Your hands are free, okay? I don’t know. There’s, like, little the mice are clicking or

[00:11:33.26] spk_1:
something. Maybe I’m rocking in my chair. I will try to hold back my enthusiasm.

[00:12:18.04] spk_0:
Okay, Alright. It doesn’t It doesn’t sound like that. Okay, Well, listeners, I can’t identify the sound of the but I’ll call it out because I’m not going to keep it quiet because we all hear it, so we’ll talk about it. Well, I don’t know what it is. This little tapping, clicking my mouse sound. Let’s talk about diversity. This should be a value. You and I have talked about this. We’ve had heartfelt conversations a couple of times about white male power and using that power and sharing power. And so let’s talk about diversity as a value for your board. How does that play into what we’re talking about? Your your best. Better board?

[00:14:50.74] spk_1:
Sure. You know, for the organizations who have responded to sort of this increasing understanding and awareness that diversity is an issue in various aspects, not just on board composition, but in the way our infrastructure as a country and even as the world is designed where, um, people who are in positions of power, no matter what race or gender or whatever, whatever they are tend to create systems that keep themselves in power. And so diversity has this great benefit of saying, Let’s take other lenses and look at what we’re doing. And look at the world that we’re in, um, for nonprofits, especially the world that’s directly impacting what we’re trying to do out there for. The people were trying to do it for what is impacting it, who is being affected the most, Um, and if that’s important to to organizations and their leaders, then I think they’ve really got to embrace diversity, not just by saying it, but by actually putting action steps into what they’re doing, Whether that’s going to be building it into true board diversity with inclusion. So not making people feel, you know, like they’re they’re just a simple tokens of taking a better picture but really being able to contribute to the power of the organization to address things that other people may not have seen. So, you know, I may identify with people who I relate to, but I may have very little understanding your perspective of people who are different from me who congregate in different circles who have different ideas. Um, and we have to think about all of those things, especially for serving a classic. Beneficiaries that are board members may be far away from. So if we have a board that’s more privileged, and we are helping a lot of people who don’t have some of the privileges that the board may have in terms of representation, how will we ever see the world through their lens? How will they understand? How will we understand where services are doing from their eyes? So trying to to get that diversity in an inclusive matter for purposes of increasing equity, I think, is a value that non profit should strive for.

[00:16:11.94] spk_0:
It’s time for a break turn to communications relationships. They’ve got the relationships with the media outlets so that when you need to be in the news, when there’s a news item that you need to comment on, your voice needs to be heard. Turn to has the relationships to get you heard. It’s not cold calling. They have the existing relationships. They give it like gifts. You get a lot of gifts from cold calls. Do you get any gifts from cold calls? You get your best gifts from cold calls. If you’re doing cold call fundraising. No, you don’t. Of course, it’s the same with media. The relationships are in place. So when you want to be heard, turn to picks up the phones and leverages those relationships That way you’re gonna get heard. Turn to communications. Turn hyphen. Two dot c o. Now back to build your best. Better board. Diversity has to be centered. Um, but And you wanted to go deeper than just like the board should reflect the community or the board should reflect those we serve. You mean you’re looking for something deeper than just reflecting an environment?

[00:18:17.04] spk_1:
I think so. So it is reflecting different perspectives as well. So I think traditionally, we thought of it as a skills based diversity. Like we need a lawyer. We need an accountant. We need a financial manager, a fundraiser on our board. And then we became all a little bit more woke and we said, Hey, we need racial diversity in our organizations. Um, but we didn’t say why that was or many of us didn’t say, why do we need racial diversity in our organizations? Is it simply to make it look like we embrace diversity and we take the better picture? Or is it because we want a true understanding from somebody else with a different lens and perspective? Who could tell us if there are gaps in our services for their communities? If there are gaps in the laws that are creating inequities that affect our mission as well? So the more we get these other perspectives, whether it be from a racial diversity angle from a disability angle, which I think is increasingly a really important thing to look at as we are facing an older population where disabilities are highly, you know, they make up a great percentage of our organizations and they’re kind of sort of the the unseen Group in many ways, um, we’re just getting started on addressing some of those concerns. But, um, the way we serve people can really miss many of those that are impacted, that that would be true beneficiaries of our service if they could access our services. But if we don’t make it accessible to them, then we just missed them, and that may be completely unintentional. But if we don’t have people who can identify and spot those things because they live it, um that would be, you know, short a shortfall in leadership. And that’s where we have to sort of address, Um, taking a look with a much broader lens and not just in our boards, but in our programming, in our staffing and just getting more awareness and bringing more lenses to what we’re doing.

[00:18:55.54] spk_0:
Let’s talk about bringing someone new to the board because we’re gonna be recruiting our new board members that are going to be part of our best better board. So now if we’ve recruited the right people, we need to socialize them to the organization. It’s more than I think. It’s more than just formal training. You know, the the organization has a culture. The board has a culture. Hopefully, they’re healthy. Let’s assume, but let’s take that. Let’s assume that these are healthy. Culture is not. Not. Cultures were trying to reverse, uh, you know, like intolerance or something. But healthy cultures. There’s a formal training and an informal training.

[00:20:26.74] spk_1:
I absolutely agree with you, so you know orientations can start even at recruitment. But once you decide that you want to elect somebody onto the board and they want to be part of the board and you elect them. I think it really is important now for them to be ingrained in what the organizations and the board culture is, what the priorities are getting a better sense of what the programs are. I’ll confess. I’ve been part of boards where I may not have a very good understanding of some of the programs. I get lost in some of, you know, again, the financial reports and maybe one program officer. You know, a year shows up and describes their program well, that that’s not really giving me a full sense of what the organization is doing. So more of that, um, is really going to be beneficial. Um, it will also help in sort of preventing there from being this wall between who the board is and who the staff and who are. The people that are actually implementing the program are other than the executive director, so boards often just meet with the executive director. But in an orientation or training, I think more deeply getting ingrained and that’s a board staff retreat. Joint retreats are good things. Board buddies and maybe a board staff buddy system could also

[00:20:31.34] spk_0:
is that like is that a mentoring board board buddy?

[00:20:53.34] spk_1:
Yeah, I think it could be partly mentoring, but I think the relationship really extends both ways, right? We can get more information from an outsider’s perspective to help the organization, and when they have fresh eyes, they may see different things. So instead of just saying, I know more than you, I’m going to mentor you. We can be buddies and learn from each other.

[00:20:56.64] spk_0:
And then you mentioned staff buddies, too.

[00:21:21.34] spk_1:
Yeah, I I don’t think it’s a bad idea for boards again to get more involved with their staff. We don’t want to micromanage. So there is this fine line there. But just getting an understanding from the staff about what they see in the organization, I think is important other than the executive director who may be the one who attends every board meeting. But if we just see one other staff member once a year, that really isn’t giving a sense of what is going on and what the organizational culture is. We might know what the board culture is, but do we really know what the organizational culture is?

[00:22:10.34] spk_0:
If it’s a staff buddy, it’s not only micromanagement, from the board member down. But then you also have to be conscious of the staff member trying to leverage a relationship with a board member like trying to do something or avoid doing something that the CEO may want or their vice president that they report to may want or something. You know, uh, that just it has to be managed. That’s all. Just You have to be conscious of the possibility of somebody exploiting and a relationship with the board members saying things that are inappropriate. The board members.

[00:22:52.14] spk_1:
I think this has to be designed with a consultant who really understands the area because you’re absolutely right. Tony. Yeah, if you if you aren’t careful, what you’re doing is you’re creating people going behind the executives back to make complaints to board members. And that’s not what the purpose is. So it might be controlled by saying, Hey, the board staff buddy thing is a meeting of the board and staff person in a joint group in a group where we’re all meeting in different corners of the room and just talking about certain specific topics so it can be regulated a little bit more carefully with rules of the game spelled out in advance. This is not a place to complain about employment issues. This is Yeah.

[00:23:04.34] spk_0:
Um, what do you like for board terms? What do you have? Advice? Two years? Three years? Should How many? How many years or how many terms should board members be allowed to continue on?

[00:24:00.64] spk_1:
Um, there’s there’s not, you know, one specific answer. I hate the lawyers. Answer. It depends. It does. But let me just say in a large number of cases, I like the 2 to 3 year term, both balancing a little bit of need for continuity and giving a fair expectation to a new board member of that. This is not just going to be a one year thing and you’re out. Um uh, and I like to have board terms to make sure that the board doesn’t become very insular and its thinking and in its diversity by keeping board members on perpetually until they’re ready to resign. It also makes it hard to ever remove a board member if people think that they have a right to serve on the board forever. So I kind of like board members not to be on board for, like maybe five or six years. Um, having said that, there are times

[00:24:02.67] spk_0:
when to not be on for five or six years

[00:24:04.99] spk_1:
to beyond that

[00:24:08.44] spk_0:
beyond. For five, like maybe two, 23 year terms, two year terms or 23 year terms of the most

[00:24:41.64] spk_1:
something. Something like that. Now, a lot of exceptions to that, if you have, if you had trouble building aboard and you have some great champions on the board. But those have been kind of the long term people who really know and really invested, and everybody else has been sort of lackluster. Um, I don’t think you should kick off your strongest board members, so you have to really think about that before you implement it. It is sort of an idealistic goal to have those term limits and, um, 2 to 3 year terms. But in other situations, I would say one size doesn’t fit. Also, take a look at your own board composition first before you make those type of decisions.

[00:25:19.94] spk_0:
What about in terms of socializing to the board, having social events for the board? Occasionally, Maybe it’s a dinner after a meeting. Um, I wouldn’t have cocktails before a meeting. But you could have cocktails after a meeting, you know, trying to get the board to get to know the members, to know each other outside the board. What else do you do? You go skiing, you go snowmobiling. You know, you’re a Fisher fisherman. You know things like that.

[00:25:26.34] spk_1:
Yeah, I love that idea. I’ve even had cocktails before boarding. So,

[00:25:31.63] spk_0:
uh, all right,

[00:26:10.84] spk_1:
but yes, um, for board members to trust each other and to be open to each other’s ideas and respect each other, the more you know each other, the more likelihood that that’s all going to happen and that you’re going to actually build the board culture rather than have people who don’t know each other who are trying to get out of the meeting, to watch a basketball game or be home with their family and sort of sit and say, This is my duty. For the next hour, I’m going to sit here, take notes and listen and try to do my job. But think of it just as a job. It’s going to be less productive. I think that if you come in and say I love these people that are kind of get to work with. And we’re trying to build something great so we can make change in the world or in our community. And so I really like coming to these events and getting a sense of it. Sometimes there’s, you know, those ice breaker things you know, for five or 10 minutes in front of a meeting that can be hit or miss and oftentimes a

[00:26:33.10] spk_0:
miss. How many people can you talk to in 10 minutes?

[00:26:35.46] spk_1:
Yeah, and that’s another reason why you shouldn’t have too big a board as well. If you have 50 people at a to our board meeting, how many people are going to get to

[00:26:51.84] spk_0:
talk, right? That’s yeah, So I know that I know your answer is there’s no hard and fast answer for this one. But since you just let into it, share your advice on on board size,

[00:28:13.54] spk_1:
Yes. So my maybe not so helpful advice is not too few and not too many, um, that if we dive down a little deeper, you need, um or you’d like to have as many board members as you can utilize to help you govern the organization and help the organization and the board do its best job. So if that number is eight, or if that number is 15, that’s, you know that may be your ideal board size. It’s more important to me to get the right people on the board, um, rather than the right number. But if you can, if you have less than five and you’re a mature organization, I start to worry that you’re gonna lack that diversity in many different perspectives. Um, and if you’ve got more than 20 I have a feeling that a lot of board members feel like their contributions are not being heard because they don’t have an opportunity to sort of verbally contribute, especially if there are few dominant board members at meetings and in a two hour meeting, even 20 people are going to have a chance to say how much about how many issues it will be very few. So to really think about that, and you want to encourage board members to attend every board meeting, not just sort of half of the board meetings or think that they can take a free ride because you’ve got enough people to do that job. I’ll just help on a committee. You don’t want them to feel that way. You want them to feel very invested.

[00:28:31.24] spk_0:
So you feel like an expectation is you attend every board meeting either physically or virtually.

[00:28:33.84] spk_1:
I think that’s the expectation. And if people are missing, you know, one out of 41 out of five meetings, one out of 10 meetings, you know that might be acceptable for special circumstances. But you don’t want it to be a habit. I think you want to aspire to have everybody attend all of them.

[00:28:58.64] spk_0:
Okay, Um, what do you What do you feel like talking about board wise that we haven’t talked about yet? Let’s not go to how to get rid of a board member yet that’s that’s toward the end. What’s your what’s on your mind around your best? Better board?

[00:30:44.94] spk_1:
Well, we talked about kind of the expectations of what the board should do, but they think each director’s gotta ask that question of themselves as well. And maybe that’s part of the board. Recruitment and orientation package is kind of a list of however many 10 things that board members should aspire to do themselves, uh, to be part of this board and attend all meetings. We talked about that, but what else should they do? They should review financials regularly, so if they’re getting a financial before each meeting, they should review them. They should know that they are expected to ask questions that might be at the board meeting or that might be before the board meeting. But if they’re getting information aboard package in advance, which they should get, um, about the matters that are going to be up for discussion at the board, they should know that they should review it first. And if they have any questions, they should share it with the group. Um, and that doesn’t happen enough, in my opinion, that there are these questions and everybody saves it for the board meeting, and then they run out of time to discuss all the issues that they want to. So just having it kind of on an email sort of mass email, the board package comes out on email, and people can ask questions about it so that everybody gets an advanced preview of what some of the issues are before you go into that board meeting and then start to discuss things a little bit more detail. Some of those things might need a little research to be answered to. The executive might have to talk to an accountant or a lawyer or someone else and say, Let’s find out what the answer is and you know that does away with that issue even before the meeting, if you can share that information. So that’s another thing to just think about.

[00:31:35.04] spk_0:
What about managing the board? Uh, some. Some larger organizations have a board liaison where that’s probably not most of our listeners with someone who’s devoted to the board. I think that’s more like university style, big university style. But there doesn’t have to be a lot of staff support for the board. I mean, not only the you mentioned getting the board packages to them at least a week. I’d say in advance, maybe a week or 10 days in advance, something like that. But it goes beyond that. Board members have questions. Have these questions that you’re suggesting they ask in advance of meetings? Um, committee work has to be supported. How do we How do we make sure that we’re giving the board members the support that they need.

[00:33:00.24] spk_1:
Yeah, and it’s a great balance. Is it? Well, it’s a great question, but it is a tough one to answer because of the balance that you have to think of. You want the board to be informed so that they can be of help to the organization. But you don’t want the board to put on so many demands upon the staff that they’re really hurting the staff’s ability to do the work of the organization, the programmatic work that’s needed. So there is a little bit of balance there. I know many staff members and executives hate kind of preparing the board for the board meeting because it may take so much work. Sometimes it’s because they’re trying to justify what they are doing to the board, because the board may come in with a little bit of a negative skew about, you know, prove to us that you’re doing good work of some kind. That may be the perception that the staff is getting. I don’t think any boards are overtly saying that, but I feel that staff can come into it a little bit defensively in preparation of board materials rather than this is an ally of ours. This should be the strongest ally that we have this board group. Let’s give them information and questions for them so that they can help us do our job better. Um, and that takes time. But how many staff are involved with the executive? Certainly is meeting with them. That probably goes without saying if there is a financial person there other than the executive, that person should probably have frequent contact.

[00:35:45.54] spk_0:
It’s time for Tony’s take to the podcast. Pleasantries. They gotta go out. That’s what we start with. Plan giving accelerator that’s coming. The podcast. Pleasantries. Uh, I’m enjoying the nostalgia of sending these again. I’ve missed it. I guess I I ignored it for a while. My my mistake. I’m sorry about that. Pleasantries to you, our podcast listener. Well, you individually. But there’s more than just one of you out there. There’s over 13,000 of you out there. So, to the podcast, listeners pleasantries. You know, I’m grateful. I am. I’m glad you’re with us. I’m glad you’re learning that non profit radio helps you helps your organization open conversations, take action steps, open discussions with the board. Your CEO, your vice president, Whoever it is, you bring stuff too. I’m glad it helps you do all that. And I hope there’s the action steps to I’m sure there are. There is. I’m sure there are the action steps. I’m sure there are. Thanks for being with us. Thanks for being with me. Pleasantries to our podcast listeners. Each of you plan giving accelerator that is the online membership community that I created to help you get your plan giving program started and growing. It’s a membership that you join for a year, and I teach you month by month lesson by lesson, Step by step. Everything you need to get your planned giving program started and growing. If you’re not doing planned giving and you would like to be, is it on your to do list? Have you, like so many folks? Say to me, Had this on your mind for a couple of years. You can get it done. You can get it started to get the initial thing started, and that’s done and then the program continues. I mean, the program doesn’t finish after a year. You continue your playing giving program indefinitely, of course, but you’ll get plan giving off your to do list. You get the going done. Your started 2021. The next class starts April 1st, all the info on how to pick my brain and have me teach you planned giving starting up step by step. Is that planned? Giving accelerator dot com. Okay, that is Tony’s Take two. We’ve got Boo Koo, but loads more time for build your best better board with Jean Takagi.

[00:36:41.93] spk_1:
I didn’t mean to downplay the role of somebody from programming coming in speaking to the board once in a while, I think I wanted to say that that was insufficient for the board to know what’s going on programmatically. But having people come in a little bit more regularly, or at least providing materials to the board more regularly about the program’s impact, you know, and that could be through stories as well. I’m kind of like in fundraising make the board engaged with what the organization is doing programmatically and invested in doing more to help the organization do better with its programs, either serve more people are doing in a better way. You want to create that connection so that the board rallies around you and actually helps you rather than just again just providing oversight and saying We want to make sure everything is lawful. Give us all this information to make, you know, make sure that we can do that. You want to do get more from your board.

[00:37:26.53] spk_0:
I like the idea of regular presentations at board meetings from from program staff. Maybe the 1st 15 minutes of a board meeting every time is from some different employee. Maybe maybe it’s not a unique pro, maybe not different programs every time. But I like the idea of devoting some board time each each meeting to to programs to what our work is, but but not being acquainted by the CEO. But having someone who’s on the ground doing the work answering, I think that would be a real fertile ground for questions to from the board and provides ongoing training.

[00:37:28.53] spk_1:
I think so, too, and maybe even somebody who is a beneficiary of the services

[00:37:32.89] spk_0:
beneficiary to yes

[00:37:51.23] spk_1:
to say Hey, you know you get a chance to speak to the board to because we want to know what you feel about our programs and our organization and how you’ve been treated. So, um, I think those things are good, and I I again think, tony, that will just energize aboard to want to do more if they feel more connected to what the organization is actually doing and not just reading about it and listening to the executive tell them about it.

[00:38:15.32] spk_0:
What about that important CEO board chair relationship that should be very collegial? It should be supportive. What what’s your advice around for? The CEO is probably mostly CEOs listening, although we do have board members listening. But probably we have more CEOs than we do board chairs. So what’s your advice there for them? Although

[00:39:07.82] spk_1:
I’ll say that probably a fair number of CEOs have actually acted in the capacity of a board chair as well and other organizations, so they may understand some of the roles from both sides. I think my advice is what you have just said, as well as to have this collegial relationship and develop one where there’s one of trust where the CEO is not afraid to go to the board and say, I’ve got some bad news. Um, I’m looking for some guidance on this. If the CEO is always about, um, my pay or my job security can be affected by telling bad news to the board chair. So I’m going to try to, uh,

[00:39:09.52] spk_0:
show hide it, make it sound, not as bad as it is not. Be completely honest, etcetera.

[00:39:26.32] spk_1:
Yeah, I think of what you know. For profit, boards of directors may say to their shareholders in public companies, Right, like you want to pose the best view of that organization as possible. I don’t think that’s a healthy relationship for nonprofit board to have its executive,

[00:39:37.42] spk_0:
and and that should be frequent communication to I mean, shouldn’t shouldn’t the CEO feel comfortable picking up the phone and seeking the advice of the board chair?

[00:40:20.31] spk_1:
I think so. And if it’s not the board chair, I I think it’s okay at times. So your board culture is going to have to allow for this, but for them to pick up the phone and talk to another board member, So I’m when I serve on the board. I’m sometimes the only lawyer on the board. I want the CEO to be able to talk to me. I’m not going to be their legal counsel, But I might have a point of view. Or I might spot an issue if they feel like, Hey, is this something we need to talk to our lawyer about? Maybe our board chair wouldn’t be able to answer that question. But maybe I would as a board member. So, yeah, I like the CEO of being able to reach out to multiple board members for for different issues. Yeah,

[00:40:48.21] spk_0:
all right. Should we should we talk about terminating board members the topic before before their time is, Do so Let’s say, you know, a three year term and they’ve been on for a year, and they’re obstreperous, lackluster, unkind. They don’t belong. Let’s just for whatever reason, they don’t belong.

[00:43:09.10] spk_1:
Sure. What do we do? Yeah, it’s a real tough one, right. So, um, sometimes you have to look at it holistically. So oftentimes I get a call and that situation will arise. But it will turn out that that board members also the biggest donor to the organization right now you’ve got to think a little more diplomatically and strategically about how to do this. Um um So again, not one size fits all But one method that some organizations have used has been to say, Let’s talk with this board member and try to find the best role for them in the organization and see if we can move them off the board but into this other role, whether it be advisory, um, or whether it be in an, uh in an honorary position for being, you know, uh, something emeritus. So give them a fancy title. Ask them to show up at fundraising events, um uh, or to to speak to two foundations when you go out with them to do a pitch, maybe that’s where their strength is. And maybe there’s enough there of their passion for the mission and for the organization and what it does. While they don’t have passion for doing the work of a director in a strategic and diplomatic way, they may still have passion for the mission of the organization. And let’s try to take advantage of that, um, and use it in a way where nobody will use sort of the Asian mentality of nobody loses face right, like so everybody gets to keep their dignity and look good. But let’s try to take advantage of not having that person be disruptive on the board anymore. And if that person isn’t giving you much of a contribution in any way, then once in a while removal is an unpleasant but sometimes necessary option. And boards may have to decide that again. Uh, they’re going to ask somebody where they’re actually going to vote to tell somebody, um, that their services as a director are no longer needed, Um, but that has to also be done diplomatically. You have to be careful of alleging reasons for doing that because that could get you involved in a defamation lawsuit from that person if they’re upset with it and litigious so carefully.

[00:43:20.20] spk_0:
So this should be something that’s in the bylaws, then removal of a board member. Yeah, you need to have a documented process.

[00:44:17.09] spk_1:
I think that’s right, tony. A lot of, um, boards have eliminated that from the bylaws because you see that as a negative. But then they would default to the code, right, and they’re not going to usually look up what the code says about removal. It has to be done in a certain way, and in some cases it can get a little bit complicated. If you have a voting membership structure like for certain charities, they might have members who actually elect their board members. It’s more common in trade associations and homeowners associations things like that. But some charities have voting members, and removal, then becomes a lot more complicated. But having it having the procedure in your bylaws at least gives you kind of like the encyclopedia. Look at how to do this properly without feeling like it’s going to be too hard. We can’t do it and just live with it.

[00:44:26.89] spk_0:
I’m not familiar with this model you just described because you and you said it’s some five oh one C threes have elected board members. So

[00:44:28.78] spk_1:
yeah,

[00:44:29.71] spk_0:
so it has. The board has voted members on and can only remove them,

[00:45:22.59] spk_1:
actually the opposite way. So members elect the board members, so the members are responsible for electing and potentially removing board members. So you might think of that more in terms of like a union or a professional association or homeowners association, where all the homeowners elect the board. If they don’t like the board, they’ll remove them and put somebody else on to that board. So some charities are also structured that way. And that was to sort of been seen as a more democratic process of ensuring that the board stays responsive to what the members think. The mission is supposed to be, um, for smaller organizations. I generally don’t recommend it because it’s more costly. It’s much more difficult to manage and administer. Um, but nevertheless, I would say about 5 to 10% of the charities that we run into small charities we run into are structured that way.

[00:45:32.49] spk_0:
Not ideal, though, but they’re trying to be democratic. And

[00:45:36.99] spk_1:
that’s right.

[00:46:19.48] spk_0:
Okay, I see. All right. Well, that Yeah, that conversation to to hope that opening that conversation with the director to be removed is is hard. Maybe maybe the maybe the board member themselves themselves, uh, maybe the person. Maybe they can’t find the right pronoun. Maybe that person isn’t happy in the role either. That’s a possibility. It could be. You know, you could sort of open the conversation with it. Seems like, you know, this isn’t as you were suggesting, and I’m kind of putting a few things together. It seems like this isn’t quite the right role for you. You don’t seem happy as a board member. Uh, you know, you could open the conversation that way in trying to find something else to offer

[00:46:43.88] spk_1:
them. I think that’s a great way often to frame that that situation. I actually wrote an article for the nonprofit Quarterly. I think called something like 10 Reasons Why a director made gracefully want to resign from their organization, um, board. And so, yeah, framing it from their perspective and what they’re not getting is probably a good way to start it.

[00:46:59.58] spk_0:
I thought of something else before we wrap up. What do you think about junior boards, you know, maybe have an advisory role? There’s sort of a training improving ground for future board members, whatever you call it, might. It might just be the advisory board or something. But what do you think of that? That having, uh, that in your organization,

[00:47:26.78] spk_1:
I think you’ve done well. It works. Um, really Well, it raises potential future board members and gives you an introduction to the organization. Rather than bringing somebody straight into the board. They have a chance to be part of whatever you want to call it an advisory committee or, uh, the junior board. I would be careful with the name, depending upon who you’re planning to put on it.

[00:47:30.99] spk_0:
So junior board is not so good. All right.

[00:47:33.37] spk_1:
Unless it’s for, you know, unless you’re putting minors on it for advisory positions. Okay. Okay.

[00:47:44.08] spk_0:
But advisory, an advisory board advisory committee. And and it gets to be seen as a stepping stone for some folks to the board membership.

[00:48:04.17] spk_1:
Yeah, and to offer thought leadership from different perspectives. Um, so I think that’s good. But if you’re trying to increase diversity through an advisory border, Junior. But I would say Be very careful to make it not look like it is of less importance. And that’s why these people were put on that.

[00:48:54.37] spk_0:
Oh, yeah, right. Right. So all your yes, all your all the folks of color and other underrepresented groups are on the advisory board. Yeah, that’s well, that’s a sham. Alright, That’s right. Exactly. That’s inhumane. Alright. Yeah, I’m surprised you thought of that, Gene. You’re well. You see the good and the bad. All right, you’ve It’s not that you thought of it. You’ve seen it. You’ve seen it. I guess it’s It’s out there somewhere. All right. Thank you, Jeanne. Outstanding. Outstanding advice. Jeanne Takagi, our legal contributor. You’ll find them at nonprofit law blog dot com. You can find him at Columbia University if you’re a member of their student body in, uh, what is it? The nonprofit nonprofit management program at Columbia?

[00:49:01.07] spk_1:
Yep.

[00:49:07.17] spk_0:
Okay, so you’ll find him there. You also find him at neo law group dot com and you’ll find him at G T A K at G Tech. Thank you very much, Gene.

[00:49:12.87] spk_1:
Thanks, tony. Been a pleasure.

[00:50:05.17] spk_0:
My pleasure. As always. Thanks. Next week, I’m asking you to trust me. 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. Creative producer is Claire Meyerhoff Shows Social Media is by Susan Chavez. Mark Silverman is our web guy, and this music is by Scott Stein. Thank you for that affirmation. Scotty, you’re with me next week for nonprofit radio. Big non profit ideas for the other 95% Go out and be great. Mhm

Nonprofit Radio for March 15, 2021: Relationships With Funders

My Guest:

Shavonn Richardson: Relationships With Funders
There’s too much transactionalism and not enough relationship building between nonprofits and their institutional funders. Are you a transactionalist? Do you want to walk toward the light of relationship fundraising with foundations and corporations? Shavonn Richardson can show you the path. She’s CEO of Think and Ink Grant Consulting.

 

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Board relations. Fundraising. Volunteer management. Prospect research. Legal compliance. Accounting. Finance. Investments. Donor relations. Public relations. Marketing. Technology. Social media.

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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[00:00:13.94] spk_3:
Hello and welcome to tony-martignetti non profit radio big

[00:01:56.24] spk_1:
non profit 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 get slapped with a diagnosis of African trypanosomiasis if you bit me with the idea that you missed this week’s show. Relationships with Funders. There’s too Much Transactional is, um, and not enough relationship building between nonprofits and their institutional funders. Are you a transactional ist? Do you want to walk toward the light of relationship fundraising with foundations and corporations? She, even Richardson, can help you. She’s CEO of Think and Ink Grant Consulting, tony State, too. Podcast pleasantries, reduction. We’re sponsored by turn to communications, PR and content for nonprofits, your story is their mission. Turn hyphen two dot c o. I’m very pleased to welcome shaven Richardson to the show. She is founder and CEO of Think and Ink Grant Consulting. She worked as a program manager for a corporate funder, deploying over a million dollars in grants and sponsorships to Atlanta nonprofits. Now she gets grants for her clients and has successfully leveraged over $25 million in funding. She’s a Forbes thought leader and serves on the board of directors for the Grant Professionals Association. She’s at Shavon Richardson and her company is at Think and Inc grants dot com. Welcome to nonprofit radio Shabaan.

[00:01:57.78] spk_0:
Thank you, Tony. Thanks for having me.

[00:02:02.04] spk_1:
Absolutely. It’s a pleasure. Do you know the shaven Richardson who stole your name from Twitter before you before? I

[00:02:08.81] spk_0:
wish I could hunt her down and get her her Twitter tag. Yeah, that would be more convenient for sure. You

[00:02:17.04] spk_1:
haven’t. You have not threatened

[00:02:18.09] spk_0:
her? Not yet. Not yet. But if you find her, let me know.

[00:02:21.14] spk_1:
Okay, well, we know how to find her on Twitter. She’s Ron Rich. Uh, we don’t like her Shiban Richeson

[00:02:28.70] spk_0:
on

[00:02:36.64] spk_1:
Twitter. So you have the, uh, background of being a program manager. You are concerned that and I obviously you saw this as a program manager that folks are are to transactional, right? They submit these blind applications they don’t have relationships with with program managers like you. You wanna like you used to be. You want to turn that around?

[00:03:20.44] spk_0:
Yes. Yes, yes. I was a program manager at Bank of America Foundation. Oversaw a lot of the, um, grants that came in and sponsorships that would come in. Reviewed applications, build relationships with non profits. And I think my biggest pet peeve was, um, someone committee what we call a cold application without any outreach to our office or any connection or we knew anything about.

[00:03:25.44] spk_1:
So even with Bank of America, we can we can have we can. We can establish a relationship with a person at Bank of America

[00:03:32.19] spk_0:
Foundation that it is doable.

[00:03:36.64] spk_1:
Okay, all right. And I presume the folks with the relationships have a better shot of getting funded, right?

[00:04:11.94] spk_0:
Why are they overall, just in general? We’re talking about any funder, right, whether it’s a corporate funder or a family foundation or any sort of private foundation, the more they know about you and more about your nonprofit organization and more about the really valuable work that you’re doing. Um, they’re more. They’re in a position to make a determination whether they want to invest in support, that the work you do. So it’s all a part of getting to know you. You’re getting to know them and making sure that there’s an appropriate match,

[00:04:40.84] spk_1:
because the program manager is basically an advocate for your grant application, right? If they believe in it, then they have to bring it up. Obviously, it’s certainly a Bank of America, you know, to bring things up to folks, folks above to to get approved funding. So, like, aren’t you? Isn’t the program manager basically the advocate for the grants that that, uh, he or she believes in?

[00:05:25.34] spk_0:
Yeah, well, you know, they can be an advocate, right? It just really depends, because every fund is different, right? So, you know, some funders will have the program managers make the decision as a group as to who gets funding. Sometimes the program managers are in a position to kind of gather all the applicants, maybe writing a summary, uh, what the program is, and then maybe boarding it to a board of directors or a committee or a group of non profit leaders that are responsible for actually making the decision. But either way, a program manager is involved in the process. Um, and the more they know about you, the more that you know, there might be some opportunities for them to be an advocate if it’s appropriate.

[00:05:41.74] spk_1:
Okay, So if we’re thinking about, uh, let’s start with the corporate since you were on the corporate side and then we’ll talk. We’ll talk about foundations to, um, But let’s start with the corporate side. How do you? Well, I guess it starts with research. You’ve got to make sure you’re talking to a corporation that funds the type of work that you do in the area where you are, right. So it starts with good research,

[00:06:58.04] spk_0:
especially research, you know, especially large funders, large corporate funders to get a lot of emails and calls from everyone right about different things. But if you just start with going to their website and learning more about, they’re giving priorities. Every corporate funder has given priorities or their focus areas on their website. You want to make sure that the work that you’re doing is in line with one of those focus areas so that you’re not reaching out to a funny to say, Hey, do you support this really cool thing that I’m doing when it’s already very clear on their website that they do or they don’t all the times they’ll have, like a little survey of yes or no questions to see if you’ll be eligible to apply, so that’s that’s the first step. The next step would be kind of, um, the outreach, right? Some will say, Hey, we don’t have the capacity entertained phone calls. If you want to engage with us, please send in a l O I, which in our industry is considered a letter of intent or a lot of interest. So that’s just a quick summary of your program for them to get to know you. Others have just a general inbox, um, email that you’ll find on their website. If you have questions, you know, here is a way to contact us. So those are kind of like the first ways to start connecting with a potential corporate funder and build a relationship.

[00:07:11.57] spk_1:
If there one that’s willing to take calls, you, uh, you pick up the phone and what do you say?

[00:07:18.84] spk_0:
Well, I say they were at least I can say, at least for our clients that it’s a very strategic conversation we actually plan. Yeah, just don’t pick up the phone calls. They take calls school. I mean,

[00:07:33.94] spk_1:
let me chat them up about my work. Okay, So what do you think What are you planning before you before you do pick up the phone?

[00:09:00.44] spk_0:
Yeah. So if everybody gets on the phone, it’s always good to have at least one or two people that you’ve connected with, um, as far as their contact information. Right? Because folks leave, folks come and go all the time. So the one person that you’ve connected with, if they leave, then you’re you’re kind of out of luck. So it’s good to have, you know, to contact, right? Um, if you reach out via telephone to arrange some time on someone’s calendar or via email, I would always say limited to 15 minutes, right? They’re busy people. And in that 15 minutes, you have a clear understanding of what you’re talking about. Oftentimes with our clients, these unscripted conversations that we plan, we’re not scripted word for word. But we do have a strategy as far as what we want our clients to share during those conversations and really stick to it. Um, in the end, leave a few minutes for any questions. Um, always end with a like a follow up like, Hey, you know, how can we stay connected? Is it okay if I, you know, seeing you a letter from a person we just recently helped, or how can we stay connected and and And that’s a start, right? And to keep it a warm connection, right? Figure out ways to keep them engaged, to always keep my breast of the work that you’re doing. And I think the key point is to do this regardless. If there is a pending grant deadline, do this when there’s no grant deadline, right?

[00:09:28.64] spk_1:
I was gonna ask about that. Okay, So there’s no, there’s no even grant deadline yet. You’re just opening the channel before so that you’ve you’ve made the point in a couple of your blog posts or videos that, you know, don’t wait until two weeks before a deadline. You try to open a conversation, you’ve you set yourself up like maybe not definitely for failure, but you’ve You’ve made it a lot harder on everybody. So So this is before there isn’t even a day before There’s even a deadline posted.

[00:09:48.24] spk_0:
Exactly. And you know, sometimes if you do this work without a deadline, sometimes when a grant does come down the pipeline, don’t reach out to you and they’ll say, Hey, you know, we’ve been talking for the last six months. I think this is a good opportunity for you. Check it out and they’ll just forge you an opportunity. And that’s that’s even better, right? Because that means that your top of mind for them,

[00:11:03.44] spk_1:
it’s time for a break. Turn to communications. You know, the relationships that turn to has. These are examples. Examples. The Wall Street Journal, The New York Times, CBS Market Watch, The Chronicle of Philanthropy. Those are the biggest. They have others, and they’ll make others others where you belong, where they can help place you so that when there’s a news hook that you belong in, they know who to call. They’ve got the relationships relationships. That’s how you get yourself positioned in the media that you want when you want it there at turn hyphen two dot c o. Now back to relationships with funders. You see the symmetry here you see, you see how it’s all connected with the relationship theme transcending. It’s resplendent with relationships. Unbelievable. So in that phone call or in these series of calls, as you’re keeping in touch with them, you’re trying to show them how your work aligns with their funding priorities. I mean, especially in that first. Like you said, a 15 minute phone call. You’re trying to hook them into what you do and how it overlaps with what they fund, right?

[00:11:19.94] spk_0:
Exactly. And I think when people go wrong is that they just they’re just so excited just to share all the work that they’re doing and they make it about them. But you know, these social, corporate friends, this is not altruistic. Giving is like it’s a reason why they’re investing in you is because you’re aligning with what they need to do. So always to keep the funder in mind and making sure that you are aligning to what they are looking for.

[00:11:46.94] spk_1:
And then over time, as you’re keeping in touch, is it okay to email them when you maybe have a big success? Or I don’t know, uh, email them announcements. Maybe about a couple of new board members. I mean, is that kind of stuff appropriate? Is that is that a good way to be keeping in touch with them?

[00:12:00.54] spk_0:
Exactly. Right. Exactly right. Press releases, uh, update new things that are happening. That’s always good to kind of keep them in loop. I discourage people from including them on your mass newsletter distribution list. Um, that’s a big no, no, definitely any personalized communication. If you want to extract information from your newsletter, that’s fine. But let it be personal. Let it be from the executive director. Uh, I know I personally have small when I’ve received stuff in the mail. Like I’ve received pictures of those that we’ve helped with a little handwritten letter in crayon. Hi. Thank you so much for the grant. That’s a tear jerker. And a lot of times I would put them up in my office. I was just going to say

[00:12:43.05] spk_1:
that. I bet you put them up

[00:12:44.01] spk_0:
in your office. I put my office

[00:12:45.78] spk_1:
crayon letters from, like, a seven or eight year old.

[00:12:50.24] spk_0:
Yeah, put them up in my office and, you know, there you go There on my mind. 3 65. So, um, getting something in the mail, you know who gets stuff in the mail anymore, right? So it would stand out. I’d say, Wow, it’s a package on my desk. What is that? And it really made a difference. So anyway, that you can engage them, whether mailing something or be email not too often, but when you really feel like there’s something significant that you’d like to share,

[00:13:50.94] spk_1:
so it’s not really that uncommon. I mean, it’s not really that different than keeping in touch with individual donors, you know? All right, So you’re saying you know, you wouldn’t include them on your in your e newsletter mail list? Okay, that’s that’s an exception. But you know, your major donors, like you’re inside individual donors, you keep in touch with them. You build relationships with them for when the time comes that you are going to be asking them. I mean, these are all strategic relationships. They’re not like you said. They’re not altruistic. Uh, you know, there’s a purpose behind these, but it sounds parallel to individual relationship building.

[00:13:54.74] spk_0:
It is okay. It is very parallel, and it’s so odd. I know I know a lot of fun reasons that are like, really good at engaging with individual donors, and I tell them like that that’s just not my jam. And then I think about it like, but there’s really a lot of like you could really apply to say, strategy. So that doesn’t mean that, uh, you know, it’s it’s necessarily a difficult thing. It’s just you just have to do it right? Like how it with a strategy and apply it

[00:15:11.54] spk_1:
because even Bank of America is made of people. Yeah, right. I mean, you’re you’re a person. You have feelings you like to be kept in touch with. You know, you like to get warm, soft, fuzzy, You know, things in the mail, like you’re saying so. You know, even Bank of America is made of people, so connect, connect on a personal level. All right. All right. So then let’s just follow that that relationship through a little bit. So now let’s suppose there is a grant application deadline Now it’s I don’t know how. How far in advance do we find out about these things? Like, three months or six months? Random varies. Okay. All right. So you find out now there’s an application. Three months, three months. You’ve got three months, but you’ve got a relationship with the with the company. Um, what do you do? You pick up the phone and say, Well, you know, can I apply or do you You just apply or you can leverage. How do you leverage your relationship?

[00:15:14.20] spk_0:
You pick up the phone, you send an email. Hi, Sally. We just saw that you guys have in our p available or a great opportunity available. And it’s due in June. Whatever. Whatever. We’re definitely interested in applying. This is the program that we’re looking for funding for. What do you think? Do you think this would be a good fit? Thank you so much for your time. I know your time is super, super precious, and you’re super busy. But thank you for your time. And any insight that you can provide will be very helpful.

[00:16:06.54] spk_1:
Okay. Okay. Um and then you go ahead. I mean, you got to follow. You gotta follow all the details. You make the point somewhere that if it says font size 12 and you do font size 11.5, you’re putting yourself at risk. Exactly. Okay. And then your work, of course, is preparing. You know, you gotta get budgets and referrals, and you gotta You gotta follow the follow all the guidelines.

[00:16:28.04] spk_0:
Yeah, well, a lot of our work, we’re unique at thinking and great consulting because we cover all aspects of great seeking from beginning to end. Uh, we do the nonprofit consulting to strengthen your organization, so you submit a strong proposal. We do, the research will go and find a good opportunities Will do the actual writing what you’re referring to. And we actually do the evaluation support. So we’ll evaluate the program. Um, at the end of the program, a lot of nonprofit leaders have to form four different relationships just to get all of that done. Um, but our team actually has people on staff to do all of those things, So we make it really easy for nonprofit leaders.

[00:16:52.04] spk_1:
We were talking about grants, grant application, But how do how does it vary if it’s if it’s sponsorship,

[00:18:04.34] spk_0:
uh, sponsorships? It’s And it’s weird because it’s changing with sponsorships. Before, It used to be just a marketing spin, right? It was awareness, and I’m talking about corporate funders. It was just bringing awareness to a brand, right, Um and it was tied to kind of like, you know how many people are going to see us and you know, the quality of the target market that we’re engaging and all that and I find that, like, sponsorships are getting more like grants now, like they want impact. They want, um, outcomes and objectives and all of that. So they’re kind of like a hybrid, so to say. But grants are definitely just, um, very structured. Just the classic K. You know, what is your mission? What is your program? What is your budget? What you’re hoping to achieve? How are you going to measure success? The application for a sponsorship, I would say, would most likely and again these lines are blurring, not be as intensive, although they do vary by thunder. Um, but, um, yeah, so I would say that they, for the most part not as intensive. But I find them getting a little more intense as far as asking very similar related questions.

[00:18:17.34] spk_1:
Are you seeing a lot of companies that want employee engagement as a part of sponsorship agreements?

[00:19:12.94] spk_0:
Absolutely. So the employee engagement pieces key and what that looks like is having employees opportunities for employees to come out and volunteer with a non profit organization. Or sometimes it’s the exact opposite. There’s some corporate funders that won’t even give to your nonprofit if it isn’t recommended by an employee or former employee is not, you know, um, active on the board or volunteering, or that they will see kind of employee recommendations before they give or give a preference. Or sometimes they’ll even be a question. They’re like, Do you have some of our employees that are engaging with your nonprofit like, What is their role? And a lot of those questions are optional, but some, um, won’t even give unless it’s like referred to employees. So employing instrument is key. And I think a lot of nonprofits overlooked at because that is something that corporate funders value. But sometimes nonprofits don’t always have the capacity to engage

[00:19:46.34] spk_1:
right, You know, if it’s a sizable company, I mean, they want maybe hundreds of employees engaging in a volunteer capacity or like I’ve heard of, you know, maybe stuffing backpacks or, uh, if it’s, uh, it’s a soup kitchen or something, you know, then then there’s ability for cooking and serving and an administrative work as well. But it could be like you’re saying. I mean, it could be a capacity thing like you just you may not have the capacity to manage the number of employees that they want to have volunteering.

[00:19:56.84] spk_0:
Exactly, because, I mean, you need a volunteer manager. You need to you know, it has to be a good experience for the corporate sponsor.

[00:20:28.84] spk_1:
All right, So you you got to manage capacity to think about what’s appropriate. But on the other hand, you know, it could be a small It might be a small local company where, you know, maybe they just have, like, 20 employees, and they want to send half of them, you know, once a month to spend five hours or something. So maybe you can Maybe you can accommodate 10 employees for five hours twice a month. Okay. Think about. All right. Um, what do you What do you say you mentioned the l. A y. The letter of inquiry or interest? What do you What are you saying in an l O I

[00:21:37.64] spk_0:
so L o I, um some some funders will give specific instructions on how to respond. It’s almost like a mini grant, right? Um, others are just kind of open ended. Like, hey, just send us an l o I. And so for the open ended alloys, usually it’s just a brief summary of your organization when I say brief, I mean brief. It is not. A whole historical layout of your organization is very brief just to give them some contacts for you to start talking about your actual program. So once you give a brief overview of your organization, give a brief overview of the project very succinctly and talk about how your project can potentially in line with a lot of the great work that, um, the funder is doing. Depending on who the front er is. You know, you may want to end it with, you know something to to make you stand out or really aligned with what the fund is looking for. But in essence, that is what l. Y looks like.

[00:23:39.04] spk_1:
It’s time for Tony’s Take two podcast pleasantries. I’m enjoying sending the podcast pleasantries, which at times have been podcast pleasantries. But they’re not today. These are the ones that have survived the pleasantries because, you know, it makes me nostalgic for the studio days when there were live listener love, affiliate affections and podcast pleasantries. Yes, the Studio days with Sam the podcast pleasantries are the only ones that survived. Uh, the other audiences, uh, Well, I cast off. It’s not that they not that they departed. I cast them off the podcast pleasantries. And I mean the affiliate affections and the live listener love in that order. So I’m I took the initiative. And what remains is our biggest audience. The podcast audience. You? Yes. You listening right this minute. I’m sending pleasantries to you. I’m grateful you’re a listener. How much plainer can I make it? And I don’t know. Yeah, I’m enjoying sending these podcasts pleasantries. They may end. I’m not sure. I’m not sure when the podcast pleasantries will end. Let’s just Let’s just go with it. See how it feels. Weak, Too weak. I think that’s the the best strategy not to make any commitments, long term or otherwise. Pleasantries to you, our podcast, listeners. Thanks for being with me. That is. Tony, take two. We’ve got Boo Koo, but loads more time for relationships with funders with shaven Richardson. Let’s go back to where you You are submitted your grant application. Now you’re waiting. Mhm. Mm. Can you leverage your relationship that you that you have with the with the funders to ask? How was it received? How does it. Look, What am I? What are our chances Look like, What can you do after you’ve submitted the application? Hopefully by the deadline. If you didn’t make it by the deadline, you’re

[00:24:31.74] spk_0:
out, right? Yeah, exactly. They hold fast to the deadline. I would say. I mean, this is very a really difficult question to answer, because while an application is being reviewed, you don’t want the appearance that you’re trying to sway a prog program. Managers mind or influence it while it’s pending. So oftentimes, um, if you check in, they won’t respond because they’ll say we’ll get back to you after X y z deadline. And that’s it. So for some, it’s it’s sitting. Wait, Um, if you’re fortunate to have some type of in and get some insight, then that that that’s just pure fortune because you definitely want to have the appearance that you’re trying to influence or get a ahead while they’re in the process of reviewing applications.

[00:24:45.92] spk_1:
Okay, so the decision is supposed to be made based strictly on the application

[00:25:14.14] spk_0:
at that point. Yeah, because, you know, it’s it’s a competitive thing, right? So, you know, you can ask all the questions you want prior to submitting, right? Build all the relationships you want. Um, once that deadline hits, they have all the applications in, um, they’re in the process of reviewing the applications, so you almost have to allow that to go. But if you do find someone that says, Hey, I was in the room and it gave great feedback or with the face to it, like that’s just that’s just a blessing, because that that definitely doesn’t happen.

[00:25:45.74] spk_1:
Okay, Okay. So don’t don’t don’t overreach like then you’re then you’re taking advantage of the relationship, and that’s obviously a negative. Okay, um but it sounds like you would encourage folks to to definitely be in touch during the application process while you’re if you’re not sure about what, How to answer a question or, you know, as you’re preparing the application, it’s it’s fine to be in touch,

[00:26:20.74] spk_0:
of course, and I would even take it a step further. I would even say, Don’t submit an application if you have not had some type of outreach or connection with someone in the office. I mean, really like like we call it submitting a cold app, just submitting it blind you’ve never had a conversation with anyone in the office, there’s no connection. The most likely look at you and they say, Well, who is this person? All right, Well, maybe we want to prove it now because we need to get to know them better. Maybe they will reapply, and we’ll consider it then. So I would definitely say before you even think about submitting an application to have some type of connection, some type of outreach with the thunder. First,

[00:26:38.04] spk_1:
let’s switch to the the private foundation side. Is it very different relationship

[00:27:59.94] spk_0:
wise? I think it’s the same relationship wise. I think access and capacity is different. Uh, there’s some foundations that have, um, our all volunteer led. They don’t have paid staff, right, So you may not be able to get someone on the phone to talk to. They may have board meetings once a quarter, Um, and you just have to submit and wait till they meet, right? And so the capacity is limited, But then you have other foundations that are very, very friendly and very open to talking to people and encourage the outreach and have the time and the resources available so It depends on capacity. I know that covid and working from home change things a little bit as far as capacity. Uh, you know, before we might have been able to get, um, folks on the phone when they were in the office. But now that their home, it’s like, um, they have a bigger workload now because of shifts in, you know, staffing and different things that have changed. So getting someone on the phone might be harder, because now they have so many applications to manage, right? Because every nonprofit needs money, especially now in the middle of a pandemic. So, you know, maybe when they were in the office, people endemic, they might have had some time to have a conversation with you. But now that they’re working from home, they might be down a staff member. They have more applications. Their capacity may not be the same.

[00:28:20.04] spk_1:
All right, so yeah, I guess you would start with the website to try to figure out whether they accept calls, right? And inquiries by phone, like you were saying on the corporate side. But after that, just I mean, if if the website doesn’t really say, just reach out and try and see what see what happens.

[00:29:23.14] spk_0:
Yeah, and I will also say not to to make it more complicated. There’s some foundations out there that don’t have websites. No way to connect with them. Um, you might get a phone number, right? Like there’s foundations that don’t have websites. And so that’s why sometimes beyond just your normal a Google search. Um, sometimes I will say, you know, go to a great writing firm or nonprofit consulting firm. And if they’re willing to do some research for you, um, go that route because I know we have, you know, just relationships with funders and people who worked with that don’t have websites. But we have, you know, the connection there and were able to kind of, like, you know, make an introduction or do something, and we have our ways of finding out who sits on the board and you know how to make those connections. And so, you know, try to do as much as you can on your own. But I would always say, like if you need help, like, don’t be afraid to kind of reach out for help, especially if it’s one time support, right to get of insight on opportunities are available out there and the relationships that you need to build.

[00:29:54.74] spk_1:
Okay, Yeah. A foundation that doesn’t have a website. Sounds pretty closed. I mean, they’re not even They’re not even telling publicly what their funding priorities are. So you have to drill down and do research. What about the, um Well, it used to be the foundation center. Now, is it candid the the, uh, the service that they have, which is a subscription service for grants for foundation research? Yeah, F c. I forget what it used to be called FC Something

[00:29:58.78] spk_0:
etcetera online

[00:30:08.24] spk_1:
foundation center online is that? I mean, I know, I know listeners have to subscribe to it, but is that a valuable, um, research tool?

[00:30:15.94] spk_0:
Absolutely. A lot of those those foundations. Um, some are have websites, some don’t. Right. Um and so using as a resource, you can always pull up the funders they linked to nine nineties. So you’ll see an address and a phone number and a list of board directors. And there’s a lot of insightful information, so that’s definitely a good resource.

[00:30:42.34] spk_1:
What about on the federal funder side talking about a federal agency. What’s the relationship building like potential there?

[00:30:48.34] spk_0:
Yes, that’s a good question. So it’s kind of different, right? It’s not as, um personal as far as sending emails. Hey, this is what we’re doing. It’s more informational. And so every foe. And that’s the opportunity announcements for federal grants, mainly. Yeah, we

[00:31:08.73] spk_1:
have. Sorry. What the heck is a PFOA

[00:32:25.64] spk_0:
federal opportunity announcement? You’ll hear it reference that you’ll also hear RFP but this RFP saying for I don’t know. Sorry, guys. Yes. Okay, so, um, so with that, you will always see a list of everything you need for the grant. What to include? How to submit. Um, and usually will have multiple documents sometimes. Um, if you go to their website, you’ll see frequently asked questions. Always attend. The webinar always have the opportunity to ask questions during the webinar if you didn’t attend a lot of times to have replaced. So it’s good to attend that first. And I say this because they always have a contact of a person to reach out to. If you have questions, you want to be able to reach out to that person. If you have questions but asking questions in a way that you’re kind of sharing more information about what you all are doing and building a relationship that way, like having a person that you can go to to ask questions. The reason why I heavily recommend reading the RFE in its entirety and listening to the Webinar because you do not want to ask questions that have already been answered. I don’t like that they don’t like that. You’re not demonstrating that you’re listening or paying attention or doing anything right. So having that person that you can ask questions is away. I mean, I don’t want to use the relationship, but it’s a way that so that they know that you’re serious, right?

[00:32:45.14] spk_1:
It’s a more professional. It’s more. I mean, these are all professional relationship, but this one’s a little more arms length.

[00:32:46.94] spk_0:
Yeah, more arms lane.

[00:32:48.64] spk_1:
Okay.

[00:32:49.23] spk_0:
Yeah, no sending. You know, emails of the latest updates. Like, you know, none of that. Nothing in the mail like it’s a professional relationship for sure.

[00:33:26.14] spk_1:
Okay. Okay. Um let’s see what happens when, uh, when you get turned down? Suppose you have the Suppose you have the relationship. I don’t care whether it’s corporate or private or federal, well, federal. You have some kind of relationship, but whatever you get turned down, But you do know somebody at the at the thunder you’re you call sobbing, you’re not sobbing, but you’re disappointed. You know what? What do you What do you recommend when you get the rejection?

[00:34:15.04] spk_0:
Yeah, well, you know being rejected is never easy. It’s often disappointing. I say that that that’s an opportunity to position yourself for your next wind, right? Um, I always ask for feedback on the application and some things that we could do better to strengthen application next time. I think that’s very invaluable to get that sort of insight and be able to resubmit. But taking consideration, the insight that was shared and also just, um, keep on applying for other grants. And I’m going to speak to the emotional piece because I think sometimes it discourages nonprofit leaders to a point where they lose their steam right, and they don’t want to keep applying. But I will say rejections do happen. Um, keep applying to the next great opportunity, see it as a learning lesson and see it’s an opportunity for the funding to get to know you better, and for you to get to know the funder better and just be more aligned with what they’re looking for.

[00:34:39.34] spk_1:
Okay, so it’s it’s good to reach out and get the feedback.

[00:35:52.54] spk_0:
I’m not. And with federal grants, I’m just going to add this. Um oftentimes, reviewer, um, well, provide comments on the proposal and know that you can always ask for those comments. Okay. And that’s feedback as well. So that’s how you get feedback for a federal grant for foundation grant. It’s Hello. We received the decline letter. Would love to get any feedback that you can provide to improve our chances for applying in the future or to be better line now. You may not always get a response because, especially with corporate funders, um, you know, they don’t ever want to put it out there like they’re giving one non profit and advantage over another. So sometimes they may just say if they do reply, they’ll say, Um, yeah, you know, you didn’t make it. You know, here’s the link if you want to apply it in the future, and so if you don’t get a response, don’t be surprised, but definitely try to get some insight. Okay?

[00:35:53.54] spk_1:
And you might have that relationship. Is it okay to pick up the phone to the person that you have the relationship with and ask them? That’s not overreaching it?

[00:36:05.03] spk_0:
Not at that point. It’s already been decisioned. Okay, Okay.

[00:36:08.33] spk_1:
What do you want to spend a little time talking about? I’ve been asking all the questions. What? What do you think? Relationship building wise. Haven’t we talked about that? You want listeners to know?

[00:37:10.43] spk_0:
I just want to emphasize the importance of doing. And I know that nonprofit leaders, executive directors, those that sits on sit on boards your time is stretched and we understand that, and we know it and there’s so many competing priorities. But I do recommend for nonprofit organizations to have a relationship building strategy. The top 20% of the folks on your list that you want to reach out to this year and focus on that 20% have a strategy in place. And it’s not only just calling and emailing, but also engaging in person when we’re able to write in the community right? That’s another way to build relationships and have those authentic connection. So I know it’s definitely sometimes not easy because there’s so many responsibilities. But it is definitely, definitely important. And it will take you much further than what you think.

[00:37:17.83] spk_1:
You practice yoga, right? Do does your Does your yoga practice inform your work? Is that impact your your work?

[00:37:48.73] spk_0:
I will say it keeps me ballots, right? Like I think everyone and I encourage nonprofit leaders and business owners alike to find something that keeps you balance. Because writing France, uh, is sometimes can be really stressful, right? It’s It’s a high pressure, deadline driven industry. Very cerebral. I’m fortunate I’m an introvert. So this this works very well for me, right? I am. I’m in the right profession for sure. Sound

[00:37:57.66] spk_1:
like an introvert?

[00:38:03.42] spk_0:
I don’t. I am. I am an extroverted introvert. That

[00:38:15.82] spk_1:
sounds a little a little oxymoronic. What is an extroverted introvert? You are one. But how do you It depends on the setting. Is that like you? If there’s a microphone in front of you, then you’re an extrovert. But if you’re at a party, you’re an introvert. What? How does that work?

[00:39:06.82] spk_0:
Well, what it is if you’re an introverted person you refuel yourself by doing introverted activities. So if it’s being by yourself or reading and writing, that’s what you reveal yourself. And then when you do extroverted activities, it drains you right. You feel like you have to kind of come back to your reading and writing to refill yourself. Extroverts are the exact opposite. They reveal themselves by interacting with people and talking and began doing things. And then if they’re doing something that’s like, quiet and reading a book, it drains them. So you really have to identify what drains you and what feels you and I know being introvert fuels me, and I do like doing extroverted things. But when I do them, I am completely a exhausted. If I’m speaking somewhere, I have to plan, uh, the next morning to just decompress and do some yoga and some introverted activities to kind of re fuel myself. Before I kind of get back in the mix of things

[00:39:20.82] spk_1:
you ride horses to.

[00:39:22.75] spk_0:
I do

[00:39:24.72] spk_1:
so that’s another. I guess that’s an introverted active right. That’s a solo. I mean, you could be just one of the person or something, but that’s pretty much a solo activity is,

[00:39:43.22] spk_0:
you know, and I look at the things that I do like to do, and they tend to be so activities. It’s just This is very strange, although I I like people. I have a great team, were really well connected. But I do know that I enjoy horseback riding and yoga and doing things like that.

[00:39:47.22] spk_1:
All right, the extroverted introvert. I understand now. It’s what you get, which you derive their energy from exactly. Okay, so now you’re exhausted talking

[00:40:06.41] spk_0:
to me for a No, I’m good. I think this was This was good. This is a nice balance for me. I think. You know, if I was doing a keynote somewhere, I’d be totally exhausted. That’s different. Yeah,

[00:40:09.13] spk_1:
non profit radio is not exhausting. No,

[00:40:11.36] spk_0:
no, it’s good.

[00:41:05.21] spk_1:
Thank you, Stephen. Thanks very much for having us. Sheldon Richardson. She’s at Shavon Richardson, and the company is at Think and Inc grants dot com Next week, Jeanne Takagi returns with Build Your best Better board, Bud. Maybe we’ll leave out the bud. That’s sexist. Keep that. Keep the butt out. It’ll just be build your best Better Board and Jeanne Takagi, always a pleasure to have him look forward to that. That’s your next week’s show. All right, 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

[00:41:08.33] spk_3:
is by Susan Chavez

[00:41:09.70] spk_0:
Mark Silverman

[00:41:17.31] spk_3:
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 non profit ideas for the other 95% Go

[00:41:38.31] spk_1:
out and be great. Mm, yeah.

Nonprofit Radio for March 8, 2021: Domestic Terrorism and Your Nonprofit & 21NTC

My Guests:

Mickey Desai, Heidi Beirich & Pete Clay: Domestic Terrorism & Your Nonprofit
Insurrection at the US Capitol. Insurrection by redditers against hedge funds. Our nonprofit community is also at risk of domestic terrorism, regardless of mission. What are those risks and what can you do to minimize them? In collaboration with the Nonprofit SnapCast podcast, my guests are Mickey Desai, SnapCast host, Heidi Beirich at Global Project Against Hate and Extremism, and Pete Clay with CyberOpz.

 

Amy Sample: 21NTC

Amy Sample Ward

Amy Sample Ward returns to reveal what’s planned for NTEN’s virtual 21NTC on March 23 to 25. Many of their smart speakers will be guests on Nonprofit Radio over the next months. Amy is NTEN’s CEO and our social media and technology contributor.

 

 

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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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[00:02:22.74] spk_1:
Yeah. Hello and welcome to tony-martignetti non profit radio. Big non profit ideas for the other 95%. I’m your aptly named host of your favorite abdominal podcast. Oh, I’m glad you’re with me. I’d get slapped with a diagnosis of synesthesia if I sensed that you missed this week’s show. Domestic terrorism and your non profit insurrection at the US Capitol Insurrection by Reddit Ear’s against hedge funds are non profit. Community is also at risk of domestic terrorism, regardless of mission. What are those risks and what can you do to minimize them? In collaboration with the nonprofit snap cast podcast, my guests are Mickey D’s I Snap cast host Heidi Barrick at Global Project Against Hate and Extremism and Peat Clay with Cyber Ops, also 21 T. C Amy Sample Ward returns to reveal what’s planned for intends Virtual 21 NTC on March 23 to 25. Many of their smart speakers will be guests on nonprofit radio over the next months. Amy is N ten’s CEO and our social media and Technology contributor. On Tony’s Take two podcast pleasantries. 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 domestic terrorism and your non profit. It’s my pleasure to first welcome Mickey D’s I. Mickey and I are co hosting this week’s show. His podcast is non profit snap cast. He invented the nonprofit snapshot, a micro assessment and dashboard for nonprofits. His past includes work at IBM Tech Bridge and Southern Crescent. Habitat for Humanity. Mickey is at NP Snapshot and the company is at nonprofit snapshot dot org. Mickey. It’s a pleasure to co host with you. Welcome. Thank

[00:02:25.39] spk_4:
you, tony. Glad to be here today.

[00:03:30.24] spk_1:
Absolutely. Thank you for coming up with this idea. Thank you. It was a team effort. That was good. It was your idea. I adopted it immediately. I’ll give you that. But it was your I was very I jumped on it. But it was your idea originally, right. Heidi Beirich, also with us. She is co founder and chief strategy officer at Global Project Against Hate and Extremism. She’s an expert on American and European extremist movements, including white supremacy, nativism, anti Semitism and anti government movements. She has appeared repeatedly on major television networks and in documentaries and radio programs and now a podcasts exploring extremism. Had he led the Southern Poverty Law Center’s intelligence project, the premier organization tracking hate and anti government movements in the United States, she’s at Haiti. Barrick, B E I. R I, C. H. And her organization is at global extremism dot org. Heidi. It’s very good to have you. Thanks for being with me and Mickey.

[00:03:32.94] spk_2:
Oh, I’m thrilled to be here. Thanks for having me

[00:04:03.74] spk_1:
a pleasure. And Peter Clay Pete Clay has a 25 year career in cybersecurity. He has served as chief information security officer cso for three very different organizations as a consultant to large international financial organizations, including the World Bank and multiple U. S. Federal agencies. He’s founder of cyber ops at Cyber Ops. That’s oh, pz cyber OPC dot com. Pete. Welcome to thank you, Tony and nonprofit Snap guest.

[00:04:11.54] spk_0:
Thank you so much. Glad to be here.

[00:04:37.14] spk_1:
Pleasure. Thank you for doing this with us. Hey, I got a first question for you. Um insurrection at the U. S. Capitol Insurrection by Reddit Ear’s against a Wall Street hedge fund. That bet against Gamestop and AMC stock. These two things monumental happened within a month of each other in January and February, Our nonprofits potential targets of insurrection.

[00:06:05.74] spk_2:
I don’t think there’s any question that nonprofits could ultimately be targets in this kind of mob action like you saw in particular off of Reddit related to the Gamestop stocks. Uh, you know, when nonprofits right about advocate about things that folks don’t like, This is probably the most likely way that you’re going to see an attack. Come. And I can just tell you from my years at the Southern Poverty Law Center, my work now at the Global Project Against Hate and extremism. We while I was at SPLC, and now we write a lot about the kinds of people that were involved in the insurrection at the Capitol. And when you do that, you are absolutely going to get harassed. Online. Doxed Online Targeted online. Fake news Produced about you Online. You can have mass hits to your Twitter feed from people attacking you, and, you know, there there are a lot of other things that can happen, including attempts to, you know, disrupt your Web services. Attack your payment systems so it’s more serious than just somebody saying you know that I’m a communist liberal and and should die, right? They can actually attack the systems that the nonprofit relies on to function. And there are real world effects because sometimes there is a need for security in real life, as if these things become threatening enough. And and it can include up to death threats, which we received many, many times, especially while I was at the Southern Poverty Law Center.

[00:06:45.84] spk_1:
Yeah, yeah, it’s incredible. And you’re right. The physical attacks could be physical. That could be virtual. That could be reputational. Uh, and I want to broaden it to I I think I want folks to realize that it doesn’t have to be that you’re doing controversial work like you are, you know, fighting extremism and nationalism. White supremacy. Um, I mean, it could just be something that a group or even a person just doesn’t like. Like you could just you could be doing environmental work. Or you could be you could be feeding the homeless, and somebody in your community feels that your your efforts are your your work is worthless and and should be devoted to something that that that that that person thinks is important. It doesn’t even have to be controversial. Like like gun violence or gun control or or planned Parenthood or something, right? I mean,

[00:08:00.04] spk_2:
no, I think that’s exactly right. I mean, nowadays, with this technology at your fingertips, right, the ability to zoom bomb people, you know, send them direct, hateful, direct messages reply to tweets online that any person really can have access to this and and engage in it so quickly. Before you could even report it right to like a Twitter or Facebook, anybody could be maligned this way. Also, it’s very easy to put up fake websites, right, That targets someone with a bunch of falsehoods. You could you know, a YouTube video can go up in seconds or on TIKTOK. So, yeah, anybody who doesn’t like what you’re doing And I suppose this would apply to corporations and all kinds of things has at their fingertips the ability to to smear you, smear your work, you know, liable You all kinds of and threaten you. So that’s right. You don’t even have to be doing something controversial. If one person or a group of people like you saw with the coordinated activities off of Reddit. Decide you’re their target. Well, this is very easy to do to somebody.

[00:08:21.84] spk_1:
Yeah, and the one person we can look at Walmart, Walmart in El Paso. The synagogue in Pittsburgh. Um, other examples, Uh, the black church, the black church. Mass murder in South Carolina. All individual individual actors. Um, Mickey, I want to turn over to you. What? What do you What do you want to do? What do you want to ask? Well,

[00:08:43.14] spk_4:
I have a number of questions, actually. But let’s listen, I’m trying to actually narrow it down to one. Um, and I don’t know who exactly to address this too, because I think it applies to both Heidi in your experience, Um, that the two questions that I kind of wanted to touch on briefly are, uh do you have any quick insights and to into what leads people to extremist behaviors? And, um, is there a way to to separate and quantify the odds of real life crime versus cybercrime?

[00:10:52.64] spk_2:
Those are good tough questions, Vicky, Uh, honestly, we don’t really have great research on what causes one person to become an extremist who is exposed to a whole bunch of terrible ideas and somebody else doesn’t necessarily go down that path. You know, Tony just mentioned the attacks in Pittsburgh and in El Paso and in Charleston. In those cases, each of those individuals had imbibed a bunch of white supremacist ideas. That’s what led to them to commit those attacks. But those particular ideas, sadly, are rampant across a lot of different social media and websites. So the question becomes, Why Dylann roof in Charleston, right? Why? Why the guy in Pittsburgh? Why does this particular individual snap? You know, there are a lot of theories, especially coming out of the FBI’s behavioral unit, on people who collect grievances, perhaps have domestic violence in their past. Or alternatively, in many cases come from broken families. So they look to white supremacy as a way to sort of replace that in a way that’s similar to maybe kids joining gangs, right kids of color. But it’s the data is not very sophisticated, and we don’t know a lot about it, And this is part of the reason why the federal government looks like it’s going to be pouring some serious money into research on this front so we can tease these things out better. Uh, and there’s a lot of work that needs to be done with, you know, big online data sets to try to figure out what are the triggers. Look, the one thing we know is that in the last few years, the ranks of white supremacists have grown, and the age of the people joining them has been falling. So very young, particularly white males are getting sucked into this universe. And so, you know, there’s something about the online thing that has more of an impact than when you used to experience these ideas out in the real world. There’s something going on there that’s particularly dangerous. Okay, Mickey. Now I’ve have forgotten what your second question was. Can you tell me again?

[00:10:58.90] spk_1:
I do that all the time. I’m so glad to questions like, write it down or I have to do the exact same thing. What was the other part?

[00:11:11.94] spk_4:
The other part is, um, is there a separation? Can you measure the fractions between real life in person? Crime versus cybercrime?

[00:11:16.34] spk_2:
Uh, what motivates it is that we,

[00:11:18.53] spk_4:
uh, frequency of incidents.

[00:11:21.44] spk_2:
Oh, gosh. I mean,

[00:11:23.06] spk_4:
that’s kind of redundant, but

[00:12:44.64] spk_2:
Well, I mean, the big thing that I spent time studying is how the online moves to the offline. Right? So how is it that it triggers domestic terrorist attacks? Basically, And so we’ve already mentioned a few of the big ones here. We can also talk about Christchurch, New Zealand attacks. There were two attacks, uh, in Germany in the last year, driven by white supremacy. I mean, the one thing I can tell you we know is there’s a particular type of propaganda. It’s called the Great Replacement. What it argues is that white people are being genocide in their home countries. I know this sounds lunatic, but this is what these people believe and being replaced by Muslims, immigrants, non white folks, often Jews are blamed for orchestrating this whole business. That particular ideology has motivated a ton of terrorist attacks. So we know that. But, you know, we could say the same thing about Cunanan, right? This cookie conspiracy about Democrats involved in child sex trafficking, no basis in reality didn’t exist five years ago, and last year, the FBI labeled that particular conspiracy theory as violence inducing, and we saw a lot of cute non supporters at the Capitol on January 6 during the insurgency there. So we know something’s trigger more violence than other things. But again, I think all of this requires a lot more research. And, you know, we’ve only had this social media capability for a very short period of time. So it’s not surprising that we’re kind of behind the eight ball and figuring all of this out.

[00:13:10.84] spk_1:
Heidi, I want to follow up with you on, uh, acceleration ism and what that’s about. But let’s bring Pete Clay in. Pete. What? What worries you on the on the cyber side? I mean, I’m not sure nonprofits are properly invested in cybersecurity thinking about it. Uh, have a plan. What? What? What concerns you on the around Nonprofits and and cyber

[00:16:55.54] spk_0:
tony. Let’s let’s keep it focused. First of all, on on Heidi, right? I Heidi. I live 10 miles outside of Charlottesville, Virginia. Um, so I kind of understand, um, and it’s fascinating to me because exacerbating that is, one person can appear to be 10,000 right online. And so when you start to look at what accelerates in these groups, you know, it’s there’s There’s several fascinating studies that were done about the early days of Wikileaks, where it looked like there were tens, hundreds and thousands of people that were working on Wikileaks and it was two guys, right? And the same thing with these movements and one of the attractions of the movement is I’m with people that think like I do. You don’t know if it’s one person or 10 people or 1000 people, right? It’s just people that think like I do, So all of those things and and highly, you know, Please protect yourself. You know how to do it. But protect yourself online, right? Because what we’ve seen and I’ve gotten pulled into several of the conversations here locally, people long after Charlottesville were over. We’re getting doxed and having fake news done. And as the trials played out locally and the Antifa supporters would show up at the trials, is this stuff just kept going on for years here? And so it’s so important to understand, Even before you talk about organizational protection, it’s so important to understand how to protect yourself, right, and it and it really starts from a personal protection standpoint of understanding that basically everything that you do online is tracked somewhere by someone. And and if that sounds really big brother ish, I don’t mean to alarm people. But, you know, I was just reading an article a little bit earlier today that says, now that two thirds of all emails have, um, tracking software tracking pixels built into them so they know when they were open. They know how long somebody looked at them. They know where the I P address was and all of those sorts of things. And so for anybody in Heidi’s line of work, it’s so incredibly important to practice good information, security protection because, first of all, the work that she’s doing is so incredibly important. But then, second of all, just to protect herself from online hysteria and nonsense turning into real world threat. And so all of those things can apply to, particularly for for nonprofits that engage in in Let’s call them that the anti hate approached to the world. If you’re going to annoy somebody, you have to have more than just antivirus and, you know, a cousin Bob that kind of does something for somebody, um, to kind of protect you because it is so simple. The vast majority of attacks today are automated attacks that somebody launched days ago. They may not even be pointed at you, but because you have a weakness they can exploit, they’ll run the attack through automatically. They’ll pull the information and then figure out what to do with it and how to monetize it later. And that goes for individuals or small nonprofits or big companies. So all of those things kind of kind of come into this one space together,

[00:17:27.74] spk_1:
so you need to have protections built. I mean, you need to have someone in your organization focused on this, Um, and again, it’s not just it’s not only the, you know, the folks doing important work like Heidi is doing. I mean, it could be an organization that’s to any to 99 a half percent of us would be just mundane work helping in the community. But somebody in the community doesn’t like it.

[00:17:30.54] spk_0:
Well, big, big,

[00:17:32.05] spk_1:
the potential threat is broad.

[00:18:00.24] spk_0:
The potential threat is huge, because again, what Heidi is doing in and Heidi, I I’m not trying to use you as an object lesson, but but you are a lightning rod in this sense. Right? Because the vast majority of non profits aren’t going to be specifically targeted. It doesn’t. You don’t have to annoy anybody to be the victim of a cyber attack. You just have to have the wrong configuration in place to be the victim of the cyber attack.

[00:18:30.44] spk_4:
It may make sense to describe exactly the difference between an opportunistic cyber crime versus a targeted cyber crime. You know, we’re Pete. If I’m not mistaken, you’re talking about someone who is basically just pinging tons of i ps to figure out where the vulnerabilities are, and then they can come back later and exploit them versus an activist or an extremist out there who is specifically targeting an entity that they don’t like in order to damage their system or to take their money or something like that There. Is there a difference between the way those two things are perpetrated,

[00:18:49.14] spk_0:
tony, Mickey, and again decide right there, man, I’m just going to use that. I’ve been decide right there. Um, I can scan the entire Internet every connected device on the internet for vulnerability in 45 minutes from the desktop that I’m sitting at

[00:18:59.44] spk_1:
can,

[00:22:48.24] spk_0:
right? Yeah, Anybody can you can. Any of us can write every 45 minutes? What that means is if I have knowledge and can do some very, very simple things. And in fact, you can actually buy kits for ranging from a couple $100 for not very good, one to a couple of $1000 for some pretty good ones that will actually take the information from that scanning and plug it into and just automate an attack that just works 24 hours a day, seven days a week, 365 days a year. And it just runs continuously. It’s completely non personal. If you have this vulnerability that it can exploit, it will exploit it, bring the information back and do whatever it’s going to be done with it, right? That’s a very different thing. Then when you see somebody you know the Southern Poverty Law Center. Um, I was doing some research about 10 years ago, and the Southern Poverty Law Center website was one of the top 15 most attacked websites on the entire Internet, and it was continuous. It was a continuous barrage. It was a continuous everything Yeah, that’s got those automated attacks in there. But it’s far more dangerous because people that understand how to break into systems are actively trying to take the information that they get from the Southern Poverty Law Center or from a website that they don’t like. And they’re actively using it to try to break in, to deface the website, to change messaging on the website, to get inside the system, to exploit um, sensitive information. And so all of those things are happening on an ongoing basis and where the cybersecurity markets have not done a good job is there are way too many products that are being sold out there as just buy our stuff and don’t you don’t have to worry about this anymore. There is no product in the world that actually that’s a true statement, for you have to take multiple products and kind of put them in the right position with the right architecture to be able to protect yourself. There are some that can cut a lot of risk, a good firewall. It’s almost worth its weight in gold if it’s properly configured and monitored, because the other thing that we see all the time is when we go in and we look after these great big data breaches, you can almost right. It’s almost like a metronome at this point. Such and such company had a data breach. I don’t know what happened here, the suspects that possibly broke into it because we all want to think some nation states actually breaking into everything when most of the time it’s honestly, something like one of those automated attacks that did something. Oh, the alerts all went off. Nobody responded to the alert. If your fire alarm goes off and you don’t respond to the fire alarm, it’s kind of on you at that point, right? So what’s really critical in cyber security is not just buying some products, but it’s having people that are at least understand how to respond to the alert and are responsible for protecting the organization. As it stands. It also gets a lot more complex because a lot of those services that Heidi talked about earlier are hosted and served by a different company, and you have to understand where their security stops and where your security has to begin.

[00:23:21.34] spk_1:
Pete, what kind of person is a nonprofit looking for, uh, I know the listeners to nonprofit radio, and I imagine that’s true for Mickey Show as well. Non profit snap cast. You know, there’s small shops they’re not going to have A. They may not even have a director of information technology, let alone. They’re certainly not going to have a chief information security officer. What are they? What are they searching for? What kind of expert are they looking for to to help, to advise them.

[00:25:19.74] spk_0:
So what they’re looking for is, First of all, one of the fastest growing areas right now in cybersecurity is for the first time in my 25 year career, cybersecurity experts are starting to show up on boards of directors, right either as advisers to boards or as board members themselves, because it’s considered to be critical. This is happening in the Fortune 500 as well as for much smaller companies. The second thing is to sit down and talk to your managed service provider. If you don’t have any of your it done in house, talk to the people that are providing your manage your manage security. If there are managed service provider, if they’re providing your your laptops and your endpoints. Chances are they’ve got some stuff that they can help you with at that particular point. What we found and the gap that we’re really filling in that market is we take big company information. I don’t want to turn it into a commercial. We take big company, enterprise level cybersecurity capabilities, and we deliver those two small companies at a very effective price. And so we are trying to make it as simple as possible for people to do the right thing. But before you go hire anybody before you go do anything, there is one thing that you can do that will take a ton of risk out. And that is train your people in cybersecurity. There’s a ton of stuff on YouTube. There’s a ton of free training out there and point after point after point. Before you buy firewalls and anti virus and endpoint protection and all of this stuff. Train your people because training your people has the most positive impact on reducing your cybersecurity risk that you can possibly imagine.

[00:26:13.94] spk_1:
It’s time for a break turn to communications outlets like The Wall Street Journal, The New York Times, CBS Market Watch and The Chronicle of Philanthropy. Do you want to be in places like that? Do you want them talking to you and quoting You turn to has the relationships with outlets like these and others. So when they’re looking for experts on charitable giving, non profit trends or philanthropy or something related to the work, you do the call turn to turn to, we’ll call you turn hyphen two dot c o Now back to domestic terrorism and your non profit. Mickey, you got you got something I don’t want to.

[00:26:14.94] spk_4:
Yeah, no, that’s cool. I want to ask Heidi again. There’s there’s a number of questions I think I want to ask you that sort of hinge upon. How did you get into this area of interest? How what inspired you to to get into, uh, intelligence of this of this nature?

[00:30:18.24] spk_2:
Sure. Let me just say something about what Pete just said on the training your people. I got to tell you that, uh, especially especially when I was at SPLC. That’s where we found a lot of the major attacks coming in. Like in other words, if people hadn’t been known, don’t click on this thing. Don’t go open this thing, Don’t do this thing. It’s like we would have just been opening ourselves up to. And you’re right, these many, many attacks that that we were constantly sustaining. So I’m just I’m reminding myself of all the little trainings that made me do there and actually, how smart it was, even though I might have been annoyed by them at the time. Okay, Mickey, how did I get into this? Uh, it wasn’t entirely planned. I was working on a PhD. I’ve been studying fascist movements in Europe for a really long time and in Latin America, and I actually I was at Purdue University, and I thought I was going to become a professor and in my sort of job hunt that first year, um, I ended up for a bunch of not interesting circumstances taking an internship at the SPLC. And, uh and so I was I literally, during my time there, I did every single job in the department that I was in, right? Started as an intern, then was a staff writer, you know, up, up and up. And what I found when I went to work there is First of all, I’d always had this, uh, you know, visceral dislike of fascist movements, of white supremacy of what it does to people, perverts, democracies. You know, Obviously it’s one of the worst ideas ever come up by humankind, and and I found the fact that I was in doing activist work. In other words, I was there to expose these groups right about them. Let the public know about the law enforcement, know about them. And if I could do something to tamp down their activities, I found that just so much more satisfying than writing academic publications. That may have been important but didn’t have that kind of real world impact. So I sort of got hooked on. You know what good non profit student, no matter what they’re into, which is impact right? Whether that’s feeding people or housing people or it’s trying to, you know, break up white supremacy is a threat. Two Americans, in this case at SPLC. So that’s what really hooked me on it. And because I had a lot of background on these kinds of people, these movements, these groups, it was easy for me to hit the ground running and and and that’s why I stayed. I mean, I just It was that satisfaction of knowing Okay, we’ve just written an expose on this really vile group that celebrates the Confederacy, is growing at a very fast clip. This is slowing down their membership drives or we have found information on criminal activity by a particular group, and we’ve handed it off to law enforcement and they’re going to take care of it. And that means fewer domestic terror incidents or hate crimes or whatever the case might be down the road. And the other thing, that was really interesting about it. And I should say the Anti Defamation League does a lot of this similar kind of work. There are other groups that do. It was that at that time, So I got to the law center in 1999 in 2001, of course, where the horrible terrorist attacks 9 11. At that time, people weren’t really watching white supremacy and it was metastasizing and growing as we all focus, understandably so on the threat coming from, you know, the Middle East and Al Qaeda and so on. And and I think back to that time And I think if the splc and the HDL and some others weren’t doing that work, we would have known nothing about it. I mean, there would have literally been nobody paying attention to these movements at that time, and that would have been an absolute tragedy. So, you know, I’m really proud of having been able to do that work and keep doing that work now. But it was the impact part, the ability to make something happen that would make life easier on others. That really kept me and kept me in the game.

[00:30:31.34] spk_4:
The reason I ask is, you know, coming from my own background in mental health, we learn early on that if you’re in a position to be touching the darker side of human nature, the shadow side, as some people call it with any sense of regularity, then that is a good recipe for burnout. Unless you know how to really deal with that, you’re in a position to see the same thing on a societal level. How did you not burn out?

[00:32:05.34] spk_2:
Well, I took. I did take a lot of vacations, will admit, and sometimes you just have to take a break from the material. I mean, for some people, it’s harder than for other people. Right when you’re watching racist material all day long or anti Semitism, whatever the horrible thing, maybe it can. It can get to you. I will say that once. I made the decision last fall to, uh, leave the center and start this new organization to focus on transnational white supremacy is what? Which is what it is. Um, I took, like, four months off. I mean, I just It was it had been I felt like I’ve been running a marathon in particular since Donald Trump ran for office in 2015, and I did take a chunk of time off, and it’s a legitimate thing. I mean, I think a lot of organizations like the Southern Poverty Law Center and others who monitor this information are starting to realize that maybe this isn’t something you should be doing 40 hours a week, right? The key to have breaks, you need to have access to therapy if you need it, and that it would be good to spend some of your time working on something positive, right? As opposed to viewing negative things all all the time I’ve actually heard questions I’ve had a lot of people ask me, Um, like, for example, there’s an organization called Hope Not Hate in the UK that tracks the same kind of extremism over there. And we’ve all had conversations in the last year saying, Well, what is it that you do for your staff, right? How do you protect your staff? How do you make sure it’s It’s, you know, sustainable, that you don’t want burnout? So it’s It’s really important, Mickey. And honestly, it’s a conversation that I never heard the first decade, decade and a half that I was doing this work. It’s as though the issue didn’t exist, right? Or at least in this sector, it didn’t exist. And now I’m glad that it has talked about

[00:32:28.14] spk_4:
right well, and you let up exactly to the point that I was hoping you’d make, which was at least we kind of touched on it. You know, the acknowledging that the burnout is there, but being burnt out can make you a little more vulnerable

[00:32:34.66] spk_2:
to harm,

[00:32:46.64] spk_4:
especially if you’re in a little a personal position where your your actual physical safety is on the line because I think it does. I think it dulls your awareness, and I think it makes you a little bit careless in the way that you might conduct yourself and I don’t know, correct me. If I’m wrong, I could be completely

[00:33:45.84] spk_2:
off base with that. No, I think that’s right. I mean, I don’t think there’s been enough sort of thinking about what the impact is of being exposed to this. What’s interesting is that you’re now seeing it. For moderators on the big social media sites, right? There was a big lawsuit announced yesterday by Facebook moderators, who feel that they’ve suffered considerable harms. Now they unlike what my experience was. They don’t get the positive experience to know that what they’re doing is probably helping people right there. Just looking at heinous material of all kinds, right involving Children is not just about hate material and taking it down and not really maybe getting the satisfaction of feeling like it’s achieving something, but But we just haven’t talked about it enough. There’s probably a callousness that gets, you know, it probably reduces your empathy and sympathy in many ways, so there’s a lot of side effects that we need to know more about, Especially when it comes to really gross content. And and there’s a lot of parts of the world where you know, nowadays and nonprofits you’re seeing that stuff. Even if that’s not what you’re monitoring, you may be subjected to it.

[00:35:13.84] spk_1:
Right? I d I experienced something like that myself in the I guess in the in the days when Richard Spencer and white supremacy were more talked about than they are now, Um, what was that like, I guess 2017 2018. Something like that. I started listening to a podcast called The Daily Show. Uh, what you say? Yeah. Yeah, the show. Uh, nobody knows. There are very few people know there’s the show is the Hebrew word for holiday for the Holocaust. So it the name of the show is the daily Holocaust. And and I wanted to get to know you know what? These people what do they talk about? How do they rationalize their thinking? What do they who Who are these folks besides Richard Spencer and and I after, um, I guess I binge listen for, like, a weekend or something, but I had to I had to put it down for a for a couple of weeks because it’s it’s so hateful and hurtful. Um, I experienced that. Personally, I I as much as I was still curious and I did go back to it. But, you know, like you’re saying, you know, you took a four month break. Your work is a lot more intense than mine. But just on my little microcosmic way, listening to one podcast for a bunch of ours, I couldn’t take it any longer, Had to put it away for a couple of weeks. Uh,

[00:36:09.13] spk_2:
I had a colleague. I have a colleague, not not name to be mentioned who have suffered some serious post traumatic stress. After watching, you might remember the Christchurch attacks at the two mosques where 51 people were killed were run on Facebook live, right? The guy livestream this and I have a friend who was, of course, we were monitoring these attacks as they were happening right at the Southern Poverty Law Center, and he told me for weeks and weeks after because we watched the video multiple times right to figure out what we could see what’s going on here, where they’re more Attackers, etcetera, etcetera. He said he was having nightmares. I mean, it really deeply, deeply affected him, which we shouldn’t be surprised by, right? I mean, and there’s probably I mean, I think about the victims and some of these attacks or the populations who are targeted by them. What that must feel like I can’t even imagine. Mm.

[00:36:22.93] spk_1:
Let’s go back to the to the nonprofit threat. I I did want to ask you about acceleration ism what, what, what that movement is and and how that could potentially be a threat to to the nonprofit order,

[00:38:27.22] spk_2:
well, acceleration ists who are typically neo Nazis. There’s a couple of big groups that people may have heard of the base. That’s the English translation for Al Qaeda. Actually, you know they’re Nazis, Autumn wife in which is a group named that means atomic weapons in German. What’s the What’s problematic about these groups in particular? Is that what they mean when they say they’re acceleration? Ists is their goal is to accelerate the end of democracies or social systems or social orders. They want to actually blow them up, rip them down, destroy them, replace them with, you know something neo fascist or whatever They’re fancy. They’re dark fantasies might be. And they’re involved in a ton of violence. A ton of violence had dozens of them arrested for plots involving murder, attempted murders, murders, killings. I mean, it’s really, really bad stuff. If you get in the if you end up in the sights of somebody like that, Um, you know it, it’s going to cost you. I mean, and the and the and the These are online movements. I mean, one thing I’m thinking about when Pete was talking about being targeted. These are not numb schools when it comes to Web technologies. These are people who are early adopters. They understand their messaging has to get out online. They know how to use tools and all kinds of things to affect the work of nonprofits and others who they don’t like. They dislike everybody that they perceive to be on the left, right. So this isn’t just about doing anti hate work. It could be any kind of entity that’s doing what I would consider social justice work or or, you know, work for the public good, especially if you’re something like black lives matters. You could easily be a target of these people, and they’re and they’re pretty scary. Um, you know, probably one of the ugliest websites in the country. It’s kind of they advertise. The Daily Show is called Daily Stormer, Right, named after a Nazi newspaper. Their Web master is on the run, living in Transnistria, part kind of an unregulated part of Moldova. And he runs a bunch of American websites, and he orchestrated attacks where he took over fax machines in universities around the world and put out anti Semitic propaganda. This guy’s clever. He’s clever, and he’s probably capable of doing just about anything. If he sets his mind to it online,

[00:38:44.12] spk_1:
we should we should go back to, you

[00:38:46.38] spk_0:
know, you shouldn’t what Heidi is talking

[00:38:49.65] spk_1:
about. You

[00:38:51.10] spk_0:
know, I tony, I appreciate it, man. I really do.

[00:38:57.72] spk_1:
It’s important for groups to know that, you know, they got to protect themselves online and how to do it.

[00:41:22.31] spk_0:
Yeah, but I’m also telling you that the map over my back right there, right is Oxford University. I spent my junior year there, Right. Um, my fascination was Germany 1923. Where did all this stuff starts and you know, also as a transplanted, grew up overseas and grew up other places. And so when we moved to the American South kind of adopted the whole mythology of the Confederacy and states’ rights, Not the slavery part of it, but the whole mythology of Robert E. Lee and Stonewall Jackson and all the rest of that. And I’m such a history freak. I won all of those arguments for 30 years, right? It was all about states’ rights. It was all about this stuff. And I ran into a You have a professor and over the course of about a three hour meal just got totally demolished in every argument that I made. And so it’s a fascinating concept that suddenly we have the Confederacy, which morphed in about 18 90 because they basically rewrote it in the Arthurian legend, right? Which is what we all learned in high school and college growing up. But now it’s been grafted onto nothing but pure Nazism, right? Moving forward and how that happened and and how that’s happening online, I think is it is at uh huh. Actually, one of the great stories of the data the military been talking to friends. They can’t tell the difference between the recruitment techniques used by Isis and used by Al Qaeda and used by by the white supremacists. The techniques are exactly the same with the same result. So what? Heidi? Heidi, I got your back. I’ll protect your organization wherever it is. You just got to tell me what you need. I got you. Okay, that’s that’s not the problem. Um, please don’t include that in in in the piece. But I’m just saying there’s no more important. This is what’s going to determine the outcome of our democracy in the next 2025 years.

[00:42:25.40] spk_4:
That’s it. If I can. If I can steer us back to some practical things that nonprofits can do to contend with this, you know, we’ve we’ve we’ve sort of been dancing around the issue of awareness of the magnitude of the problem and the various things that nonprofits might experience. Uh, Pete and I did a really excellent, uh, short snap cast episode on doing cyber security on a budget, so I don’t want to rehash that, but maybe it does make sense to sort of touch on some basic things with, uh, you know if we’re if we’re talking about nonprofits, that probably the vast majority of non profits are not going to be specifically targeted for their work of their ideology. Uh, probably the vast majority of non profits might become a victim of opportunistic crime. Um, but is the is the effort to defend themselves Are the steps that those nonprofits can take the same.

[00:46:22.78] spk_0:
The steps are the same. Now, Heidi, this is the part where you need to tune out. Not listening because you’ve got a different set of a different. You’ve got a different risk profile, Shall we say to use that term of art? Okay. But we can take care of you to we’ve got you covered. Um, first of all, figure out what is the least amount of it you can use to do your job and do it well and do it effectively. Right? So if you don’t have to turn everything on with your machines, the idea is is what is the minimum I can use because of the less you use, the fewer of those automated attacks you’re going to get hit with. Okay, The second piece of it is passwords aren’t terribly useful anymore. Okay? We used to think we used to be really, really silly people and we would run around and tell people You have to have a 12 character password with upper and lower case and special characters and all the rest of the stuff, and you have to change it between every 45 90 days and all the rest of that stuff and what we realized was we drove people insane and they quit listening to information security. People like me talk because we were snatching their lives away from them. What the bad guys were doing was they were capturing those password files and just replaying the entire hash. They don’t even decrypt them anymore. So you need to have two factor authentication for your bank account and for any of your communications, right? Any of your personal communication because that’s where those risks are. And if you’re multi factor authentication, in some cases now with really good stuff can be biometric where you type in your password, and then they just use the biometrics on your phone or whatever other devices out there, or cameras and everything else, and we’re seeing huge leaps forward in that stuff movement going on. Finally, you have to get past the idea of thinking that hackers are these hoodie wearing geniuses that can get into anything at any point at any time in the world, Right? There are people that work for nation states that what they do looks like magic, right? They’re all backed by huge research departments and huge capabilities that it takes a nation state to do that level of research. This stuff that’s come out about the solar winds attacks for the last in the last couple days. Make no mistake. Yes, they may have found a very simple password that an intern left years and years and years ago. By the way, that’s the most terminally stupid excuse ever given by a CEO for losing a major hack. Right? Let’s blame the intern. Um, but the guys that did that attack and the ramifications of it were backed by literally hundreds, if not thousands, of very highly trained engineers. Those guys are typically not coming after you unless you’re Heidi. If you’re Heidi, they may be coming after you. Um, but if you use multi factor authentication and you use and you patch your machines and you use good any virus and things like that. Do those things that are available to you. You’re going to stop the vast majority of those attacks. And then the way you deal with those attacks that just standard tools aren’t going to stop is you become what’s called resilience. Okay, resilience. Which means I have good backups of my system. You want to take over my laptop? Great, erase everything. Restore from backup. I’m back up and running in a couple hours. You haven’t stopped me. Okay? And that’s those are the important steps for any any, um, non profit out there to to kind of put together and to really think about.

[00:46:31.48] spk_1:
That’s cool. Pete, I’m not taking out the part where you pledge to have Heidi’s back. Your the information security guy with the heart. How can I take that out?

[00:46:47.68] spk_0:
Uh, I’m just telling you, I I got it. I got to meet one of my heroes today, and I didn’t even know Heidi’s name it. I’m dead serious. It’s, uh it is critical

[00:46:49.97] spk_1:
evidence of humanity. We’re not cutting that

[00:46:51.77] spk_0:
out. I’m a cybersecurity guy. I’m not human. We need to bite your tongue.

[00:47:01.98] spk_1:
You know all the evidence we can get for humanity. So, No, I think

[00:47:03.87] spk_4:
you’re right. I think Pete has the vapors, and we need to keep that in. Okay.

[00:47:08.27] spk_0:
No, thank you. Thank you. Thank you. Thank you. Well, it’s appreciate you got a fan and a follower. Um, and and dead serious. If you need help, just reach out. We got your back. Okay, Um,

[00:47:22.98] spk_1:
it’s just but, uh,

[00:47:29.48] spk_0:
it’s hiding my only challenges. I know how they do it. So it’s really hard for me not to do it to them.

[00:47:33.18] spk_1:
That’s vindictive. Wow. He’s got a heart. But he’s vindictive. Double hedge, hedge

[00:47:42.32] spk_2:
effective. Not predictive,

[00:47:44.01] spk_1:
right. Friends stay friends with him. I

[00:48:04.77] spk_4:
have I have one quick question for Heidi, though. I mean, we’ve we’ve sort of talked about a ton of cybercrime and how to prepare for it and deal with that. But what if you become the target of of in life offline physical violence? How does a nonprofit decide to decide that their risk for that is significant enough that they should do something about it, and then what should they do about it?

[00:50:28.36] spk_2:
Okay, well, I’m not the expert at where the threshold exists. But I can tell you that when I was at the SPLC, there were a handful of people who were the targets because we were sort of the faces of the organization, right? Anybody who was doing media would be in that position, including my colleagues who are still there right now, right that are doing media against these kinds of folks. We brought in outside security experts with our security team to take a look at the volume of threats and the level of threats they spend a lot of time looking at, sort of almost like when you hear the chatter and Al Qaeda is increasing right and that would be a time when there might be a possible terrorist attack. You know, you hear the government say that we looked at those same sorts of trends and we had a very close relationship with the FBI field office in Montgomery, Alabama, and where other offices were so that we were constantly sending in threats and material and and we had very good protocols around bomb threats and other kinds of threats. These were just we had to train people just like he was talking about about protecting yourself with all this stuff online. There were trainings that were required for that. And if if somebody was, you know, very prominent, maybe this is a lawyer in a case right against a hate group, and so their faces plastered everywhere at a particular time. And the chatter was growing up. Going up. There were times when we actually had to put physical security on people as a measure. But I wasn’t really the expert who decided where that threshold was, but it was a proactive thing to do. And I think anybody who’s involved in activities that are seen as controversial or hated by a group of people, you know, I don’t know if it’s right, left or center. I don’t care where you’re coming from, but if you’re in that kind of basket where you’re going to, you’re going to face those kinds of threats. You really have to think about that physical security and there are differences between material posted online that’s demeaning or ugly or vile and what is a direct threat, and you have to really keep your eye on that. Like I remember at one point I got mailings at my home in Montgomery from Klansmen that were very cryptic and weird. That was a far more serious situation than people, you know, saying mean things about me on, you know, on Twitter. So you know, those are all. But I would say, you know, you need to talk to security professionals or at least local law enforcement, have a good relationship with local law enforcement. Um, if you’re doing work that could could lead to offline harms basically.

[00:50:32.86] spk_4:
So I should invite my beat cops over for breakfast every once in a

[00:50:36.53] spk_1:
while. I was going to ask about not only local, but FBI or Department of Homeland Security. I mean, on your depending on your visibility.

[00:51:59.26] spk_2:
Well, FBI is probably your best bet when it comes to threats in the world that I was in, because it’s also their responsibility to take care of domestic terrorism and extremism and whatnot. Right? So they had a knowledge like the local sack knew, knew a lot about the movement. It might be different depending on where you are in the country. We also did you know Well, I still do. Did law enforcement training on extremism, So we had a lot of contacts in federal agencies. We had good access, actually, to the people who knew these movements and understood the threat, which was lucky. But, you know, I’ve known people. I knew some folks were working in immigrants rights in Maryland who got vicious, vicious threats. Um, you know, by people who despise immigrants, despised Latinos and so on. And they didn’t have as good of access. And there were many, many times, many times over the years I’ve been reached out to by groups like that saying, What should I do? And it’s shocking, actually, that people don’t even know that the first thing you should do is pick up the phone, call your local law enforcement, call the FBI and preserve the evidence. It’s amazing how often people delete threatening emails threatening everything direct messages and voicemails. And you should never do that. You’ve got to collect that evidence and you’ve got to let law enforcement know.

[00:52:08.55] spk_1:
Honey, what’s a sack you mentioned? I’ve jargon jail on nonprofit radio. What’s your

[00:52:12.62] spk_2:
special agent in charge? Sort of. The head haunt show in the Montgomery FBI

[00:52:20.45] spk_1:
in a regional office. Special agent charge. Okay. Thank you. all right,

[00:52:21.35] spk_4:
jargon. Jail. That’s interesting.

[00:52:25.65] spk_1:
Yeah, we don’t like jargon. What do you think, Mickey? We tap these tap. These two experts.

[00:52:34.55] spk_4:
Yeah. Uh, you know, I don’t think I want to abuse them anymore. Um, but it’s up to you. I’ll defer to you if you have any other anything you want to touch. I think this has been a really good conversation.

[00:53:12.85] spk_1:
I think we I think we covered it. I think they covered it. Um, I’ll let you take us out. I just want to remind folks that they are Heidi. By Rick. She’s at High Heidi Barrick and her organization is at global extremism dot org. And Pete Clay, the chief information security officer who’s who’s a human being, has a heart. You’ll find his company at cyber ops dot com. Cyber oh, pz dot com. And so I want to thank Heidi and Pete and Mickey. Thank you very much again for thinking of this. Let you take us out.

[00:53:18.05] spk_4:
Thank you, Tony. It’s been a pleasure to work with you on this episode. Uh, that is tony-martignetti non profit radio, and I am Mickey. Decide with the nonprofit snap cast. Thank you for being our audience today. We’ll see you with another episode soon. Be safe.

[00:55:33.64] spk_1:
It’s time for Tony’s Take two. The podcast. Pleasantries Sometimes I’ve slipped up. I used to call podcast Podcast Pleasantries. The podcast Pleasantries are going out. They are. And they went out last week and they’re going out again. So So there you go. I’m grateful. I’m grateful that you listen to the show. I know the show helps you. I get emails saying I’m a board member. We listen, I listen, we talk about the stuff at our board meetings, I send it to the CEO. I get emails from C. E. O s saying they’re having their board members. Listen, I know it’s helping you fundraisers as well. Board members, consultants. I know we’ve got a smattering of consultant listeners. I’m grateful. I’m grateful that you’re listening, and I’m gratified that nonprofit radio helps you do your work. You’re bringing it to your CEO. You’re bringing it to your board. That’s terrific. It’s just raising conversations, right? Ideas, conversations and maybe often, I hope, action items. I’m glad. I’m glad. Non profit radio helps you do your work. So pleasantries to you, our podcast listeners that is Tony’s. Take two. We’ve got Boo Koo, but loads more time. Here is 21 NTC. It’s my pleasure to welcome back Amy Sample Ward. You know her? She’s the CEO of N 10 and our social media and technology contributor. Her most recent co authored book is social Change Anytime, everywhere about online multi channel engagement. She’s at Amy R s Ward for Renee and Anton is n 10 dot org. How are you, Amy? Sample words. Good to have you

[00:55:36.04] spk_3:
back. Yeah, it has been a while somehow. I don’t know. Time. Time is an accordion, and

[00:55:42.05] spk_1:
I don’t know how it

[00:55:43.07] spk_3:
works.

[00:55:56.94] spk_1:
Time is that that’s interesting. I hadn’t heard that, but yes, I agree. I do agree. And, uh, yeah, it’s been a few months. It was. I think it was late, late, 2020 when you were last on and we chatted. You doing okay out there in Oregon? In Portland?

[00:55:59.64] spk_3:
Yeah. We are doing okay today. It feels like

[00:56:03.71] spk_1:
today That’s an important qualification. That

[00:57:30.03] spk_3:
today Yeah, they feel like we’ve had from fires to win to ice to pandemic. You know, it’s certainly been, uh, rough and unpredictable Number of months But we are just, you know, just short of the conference being live, and it feels so great. Because last year, of course, we didn’t get to have the conference. Um, but it also feels so weird because normally, uh, you know, we kind of call this the cupcake panic. I think folks who do events may understand this term of you get so close and there’s, like, so much to do and, you know, fun sponsors and committee members are like sending cookies to the office, And you’re just like, Well, I guess I’m eating five cookies right now. Like this is my lunch. I’m just in this time, I’ve got to do everything. And normally we would be doing that in an office filled with, you know, two pallets worth of boxes that we’re shipping up to to send to the conference. And you know, Stafford. Oh, my gosh, I just got through this person who can help me and kind of getting into it with each other. But now, of course, everyone’s just in their home quietly typing away on their computer and feeling like, Gosh, it feels like there’s a whole lot to do. Am I the only one that feels that way because you don’t really get to see each other in the same way. So

[00:57:42.33] spk_1:
all right, so let’s talk about 21 NTC. It’s coming up. Let’s make sure everybody knows the dates. When is it?

[00:57:46.43] spk_3:
It is March 23rd through 25th.

[00:57:48.87] spk_1:
Thank you. So

[00:57:50.02] spk_3:
a Tuesday through Thursday

[00:57:52.83] spk_1:
and we go to n 10 dot org to register

[00:58:06.02] spk_3:
yes and 10 dot org slash ntc is everything you need. Program registration, information about community events, anything you want.

[00:58:17.32] spk_1:
Okay. And 10 dot org Yes. And 10 dot org slash and TCC. Alright, So what are we facing this, uh, in this pandemic Virtual 21 NTC. What are we looking at?

[01:00:35.91] spk_3:
Well, you know, I think, um even though this is our first year doing an entirely virtual NTC, we’re really trying to take the same approach that we’ve taken and I think been known for for the 20 previous years, right, that the NTC is a conference, but it’s not like other conferences you go to, you know, it is it is about community and connection. And you know, the things that make you who you are not only your job title. You know, the lunchtime tables to find other people who like West Wing or, you know, whatever it might be. We’re trying to really design the conference from that as the center. So, um, at an in person, NTC we actually have, you know, had around 125 or more sponsors and exhibitors, and people can engage with them or not. I mean, quite honestly, because it’s in an in person conference. You walk wherever you want to walk, right? Um, and this year we’ve actually limited it to just around 30 because we didn’t want to have to give up so much of that virtual space to sponsors honestly. And that was our one way of thinking. Well, how can we really make this feel like this? Is those community conversations? Of course, technology providers, platform providers, consultants. We still want to register and be part of the conference. But like also join that West Wing conversation. Don’t just feel like you need to talk about the service you provide, or the product you provide, right? So we’ve really focused on the community peace, and there’s, I mean, there’s like different folks limiting meditation sessions Every day there’s live bands every afternoon. There’s all those community conversations, you know, folks that want to connect on different things and still 150 breakout sessions. So, um, and you know that desire we’ve always heard from the community of I wish I could have my clone and go to multiple sessions at once. Well, one benefit of the virtual is all the sessions are alive, but they’ll also be recorded and then on demand. So you can attend one of them live, and then you can can attend the other, like 17 concurrent sessions at your leisure.

[01:00:56.11] spk_1:
You’re okay, so your registration includes attendance at all. The all the recordings that you want to consume.

[01:01:00.32] spk_3:
Okay,

[01:01:02.51] spk_1:
cool, cool. Cool. Um, NTC Beer is always a big deal. That’s always an event. It’s one night. It’s usually it’s usually the first night.

[01:03:06.10] spk_3:
Yeah, I think it’s usually, um, NTC. Beer is one of the only NTC events that intend staff have nothing to do with planning. Um, community members do that, and it’s usually, I think, the night before the first day, and we actually had a call with the NTC beer organizers. What’s going on with, You know, what does that look like in this virtual space? And, um, you know what? What is encouraging people to have a drink on camera together? You know, it’s very different to attend NTC beer, whether you choose to drink or not, because everyone’s like in one big room together, and it’s like a fun kind of entry way. But in this virtual space, I don’t know that there’s a way to do it. So instead, we’re thinking about just making very clear community members who have come to the conference before so that they can be there to help welcome folks into some of those more community conversations. And one way we’re doing that each morning, before breakout sessions start, there’s going to be a group of community members that are not intense staff, just like chatting, You know, like when you go to a conference and you get your coffee and you haven’t spoken out loud yet and you’re still waking up. But you get to listen to those other people at your table who are already having a conversation. We’re basically just broadcasting that, so there will be, you know, four or five people talking about what’s ahead on the agenda, what they’re looking forward to, what they great tip they heard yesterday in a session. Whatever. That kind of warms you up for the day. So even just moments like that, where we can make clear there’s community members that you can talk to, There’s folks who have been here before, um, and not try and do a direct 1 to 1 to the in person conference because it just felt like it won’t be as good if we’re trying to just compare it to the to the in person style. Okay,

[01:03:42.70] spk_1:
okay. And you start with a lackluster host. Of course. You know, rather than focusing on the sessions are the keynotes and I asked about the first thing I asked you about is NTC beer. So we should talk about the we should. I guess we should talk about the sessions and the key notes. Um, the sessions are gonna be outstanding. Of course I’m gonna be capturing. I’m hoping to get another 30 or 35 as I do as I have for the past six years or so. Um, interviews, which will be a lot easier to do because we don’t have to bunch them into 2.5 days. So

[01:03:43.10] spk_3:
we’re going to We don’t have to do them while we’re tearing down the exhibit hall.

[01:04:01.19] spk_1:
Exactly. The NTC has come down around my last interview a number of times. The lights dim the barrack, the not the barricade the, uh, the drape drape. Things are coming down. Those polls that the drapes are hanging on are coming down. There’s a forklift backing up in the

[01:04:02.94] spk_3:
background. We could recreate those sounds if you want to have to get,

[01:04:38.99] spk_1:
I have to spend a fortune on sound effects. Um, yes. So it has often come down around my last interview, but, um, so we’re not constrained this time, So there’ll be there’ll be easily 30 or maybe 35 interviews of smart NTC folks. So yes, So there’s 150 sessions. Um, let’s make the point that this is not only for technologists, we say this year after year, but you say it more eloquently than I do. This is not only for technology people who have technology on their business card,

[01:05:52.29] spk_3:
right? I mean, we just we’re hitting the 12 month mark on a pandemic that has forced everyone to work from home. So if if the last 12 months have not made the case to you that everyone in your organization uses technology, then I don’t know what could make that case. You know, the NTC is people of every job type every organization type every budget size, you know, and people of all different backgrounds, people that have a computer science master’s degree and people who have never had the opportunity to have that kind of education in any way. So everyone is welcome. And ultimately, I think the thing that makes it really accessible regardless of what your job type is is for the most part. Sessions aren’t trying to tell you. Here’s how to do X, y and Z with some product or some very specific type of project because they’re saying, How do you think about fundraising in an online environment? How do you think about program delivery? You know, using different tools? What does it look like to use mapping technology? They’re really about decision making and creating a plan to do something well with technology, and they’re not about any tool that you might already have at your organization.

[01:06:20.18] spk_1:
Okay. Right. Thank you. So it doesn’t matter whether you, you know, or don’t know drew people from WordPress from Jumla from C plus plus from HTML from https. And, yes, you don’t have to know that it’s a technology for its a conference for technology users as well as technologists who have master’s degree in computer science. Okay.

[01:08:16.27] spk_3:
And this year, I’m also really excited because in addition to getting to have 100 and 50 sessions like we have in the past, we’re having three key notes instead of just one. So, you know, that is maybe great in this virtual world because I don’t know that we could have gotten these three amazing people to all fly on the same, you know, in the same three day window to a location to do three key notes. But maybe now we’ve set the bar for ourselves, and we have to always have three going forward. But, um, there’s information about all these folks up on the site, but I’m sure when I say their names, you know, folks listening will recognize them. Rouhani, Benjamin, uh, wrote the new Jim Code. If you have read that book. If not, I recommend to read it. Nokia Cyril, founder of the Center for Media Justice, and Nicole Hannah Jones, of course 16 19 project from the New York Times. So just incredible people thinking and talking and working at the intersection of technology and media and data and race and equity and justice. And what what is happening when we’re using technology for good, for better, for way, way worse. You know, how are we building our tools to replicate the things we’ve already harmed each other with? And how do we kind of get out of that and use technology in better in different ways, which I think as a whole, you know, the thousands of NTC attendees we have every year? That’s the conversation they’re showing up for right every day in their work, not just at the NTC. So I’m excited for the opportunity to have kind of three different takes on that conversation from these folks. And I think that again will really kind of set the bar for NTC s in the future. Now we’re going to have to have three people every time.

[01:08:54.27] spk_1:
All right? Well, you can compromise somewhere else. Maybe in the future, we can compromise somewhere else. Um, I will confess. I only know Nicole Hannah Jones. Okay? Right now. But she’s a luminary. Uh, when that 16 19 came out in the New York Times, whatever was the magazine? What? I mean, I subscribe online, so I read it, and she’s she’s a luminary. She’s on, she’s on, lots of she’s done. She’s done lots of lots of media. Um, and I’m sure the others are very, very well known as well in their in their field. I just I just know Nicole Hannah Jones. That’s all three. Terrific. Excellent.

[01:09:45.17] spk_3:
Congratulations. Yeah, thanks. Yeah, I think it will be really awesome. And part of building a virtual conference with the community in mind is we’ve We’ve kind of shrunk the number of hours in the day that we’re saying is officially ntc time. Um, back in the in person conference, it was like registration opens at 7. 30 in the morning. You know, today, 30 we’re doing a reception all the way until 5. 30. Then we’re going to some party. You know, it’s like just so many hours, But now, knowing that we’re across time zones knowing that so many participants are going to have other people in their house off of their video right that they are needing to coordinate with in some way for life. And we kind of shrunk the number of hours in the day. And then we’ve also like, each day the keynote is at a different time, so that if folks really can’t join in the morning their

[01:09:58.09] spk_1:
time,

[01:10:47.46] spk_3:
they on a different day, they could join the keynote live, you know. So first day there’s a morning, middle day, there’s a middle, and last day there’s an end of conference keynote. So folks across times and honestly, we are really hoping that folks, you know, unplugged their headphones and kind of turn the computer to their whole family. And, you know, these are conversations you should totally invite your kids in to listen to or your partner or your parents, you know, whoever you live with, um, both for these awesome keynotes. And like I said, at the end of the day, there’s going to be art sessions live bands like sit down for dinner and just, you know, unplug your headphones and let the band play while you have dinner. We really wanted to feel like the NTC

[01:10:48.39] spk_1:
family. It’s a family affair.

[01:10:50.00] spk_3:
Bring your family.

[01:10:51.35] spk_1:
Bring your family for no extra cost. No extra

[01:10:53.57] spk_3:
cost. Exactly.

[01:11:12.66] spk_1:
Yeah. All right. All right. Cool. Um, it’s exciting. Well, all right, the last thing I gotta ask you about this is how can is there was there anyway, would you were able to conceive of any way to replicate the food experience of an in person NTC. That’s such a great all registrants being shipped a food item to share. How could we or it just It just wasn’t possible.

[01:11:50.86] spk_3:
Yeah, it’s such a good question because we did actually talk about it, and I have no part that’s a challenge or that presented. The biggest challenge for us is the food expectations that we share with our partner. And whatever Ben you were working with is, you know, very high percentage of the food is allergen free is, you know, can match various both, like religious or allergy needs all of these things

[01:11:53.14] spk_1:
and you do gluten free, right? So being

[01:12:55.25] spk_3:
able to find, like a packaged product that was packaged and could be shipped and still not be bad, it was like, what would we send, you know, just like dehydrated lettuce or something like, I don’t know what could match everything and be packaged. So instead, we have put together an attendee kit that if you register by early next week, you’ll receive yours before the conference. After that, you’ll still receive one but shifting this on you, who knows when it will arrive? But it’s got, you know, all all kinds of, like, the fun, great, reusable, environmentally friendly kind of swag that you maybe would have picked up in the exhibit hall. And so instead, we’ll ship it to you so you can still join And, you know, hold hold up your stuff with the logo on video, but no food, because that felt like I felt like a real gamble.

[01:13:05.15] spk_1:
I understand. I understand. All right, well, we’ll have to look, we look forward to 2022 because the food is exemplary. So I had exactly absolutely. All right. All right. Um, I think we just leave folks with the u R. L go to n 10 dot org slash ntc, but you just go to n 10 dot org. It’s right on the homepage to its right up top and

[01:13:30.15] spk_3:
registration. I mean, it’s a virtual event. Registration doesn’t have to close before the event, so come on over. We have decided to keep the member rate low and not raise it for late registration. So, pro tip. Just get your membership, which is on a sliding scale of the amount you can pay. And then you get the low conference rate any day.

[01:14:15.04] spk_1:
Okay, Prototype. Thank you. All right. And 10 dot org slash ntc. I endorsed the conference year after year. This is my sixth or seventh, Um, and you’ll hear lots of smart folks from, uh, from the NTC Speaker roster on on nonprofit radio, but attend the conference. I mean, for no other reason. Well, there’s lots of reasons, but part of it is supporting in 10 support the community. It is. It’s a It’s a diverse, supportive, in itself fun community. And that is a type of community that we should be supporting.

[01:14:22.44] spk_3:
Awesome. Thank you, Tony. You are always an amazing supporter.

[01:15:34.24] spk_1:
Plus, you’ll learn a shitload. There’s that. Thank you. All right. My pleasure. Absolutely. Thank you. Amy. Good to talk to you. You’ll find her at Amy at Amy R s Ward. And, of course, n 10 and 10 dot org. But you want to go to intent dot org slash ntc. Thanks, Amy. Good to talk to you. Thanks, tony. Next week. Relationships with Funders by Shavon Richardson If you missed any part of this week’s show, I beseech you find it at tony-martignetti dot com were sponsored by turn to communications, PR and content for nonprofits. Your story is their mission. Turn hyphen two dot c o. Our creative producer is Claire Meyerhoff Shows Social Media is by Susan Chavez Mark Silverman is our web guy, and this music is by Scott Stein. Thank you for that affirmation. Scotty, You with me next week for nonprofit radio. Big non profit ideas for the other 95% Go out and be great. Yeah. Mm hmm. Yeah.

Nonprofit Radio for March 1, 2021: Leadership For Strategic Execution

My Guest:

Joe Pajer: Leadership For Strategic Execution

.

There’s lots of talk about strategic planning. Lots of time and money devoted to ambitious plans—which often sit on a shelf. It takes leadership to drive strategic execution. What does that leadership look like? Joe Pajer walks us through, with his experience from the corporate sector.

 

 

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[00:01:56.64] spk_1:
Yeah. Hello and welcome to tony-martignetti non profit radio. Big non profit ideas for the other 95%. I’m your aptly named host of your favorite abdominal podcast. Oh, I’m glad you’re with me. I’d bear the pain of a chroma top CIA if I saw that you missed this week’s show Leadership for Strategic Execution. There’s lots of talk about strategic planning, lots of time and money devoted to ambitious plans, which often sit on a shelf. It takes leadership to drive strategic execution. What does that leadership look like? Joe Pager walks us through with his experience from the corporate sector. Antonis. Take two podcast pleasantries. 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 my pleasure to welcome Joe pager to nonprofit radio. He retired from the corporate CEO office. He grew revenues, profits, customers and employees at three companies for private equity investors. He’s been on the boards of the Pittsburgh Symphony and the Carnegie Museum of Natural History, and in Pittsburgh, it’s Carnegie, not Carnegie. Now he’s a board member for the ST James School in Hagerstown, Maryland, and the Trinity School for ministry in Pittsburgh, Pennsylvania. He was my fraternity pledge trainer at Pi Kappa Alpha at Carnegie Mellon University. Back then, he was zip. You’ll find him on LinkedIn. He’s retired in a board member. Doesn’t need to be anywhere else. Welcome to nonprofit radio zip.

[00:02:01.24] spk_0:
Thanks, tony. Good to have you. Real pleasure. Thank you. Glad to be here. I’m

[00:02:05.74] spk_1:
glad. Tell us. Tell me about this private equity investment firm work. What does that look like?

[00:03:22.24] spk_0:
Sure, that came in the latter half of my career. Before that, I was an executive at larger companies. But you know what private equity is all about? There’s many different models, but the particular group of investors I worked for, um, they by businesses and they grow them, and then they sell right. So, um, typically, we buy it from a founder, right? Someone who founded the business, he was ready to retire and would like to make some money off of the business. And they usually their businesses that these were technology businesses that that we could see tremendous upside to. Right. So we do a lot of searching for those with tremendous upside. You know, founders are good guys, but they often our unit dimensional. So we could add things like professional sales or new strategies, etcetera and or maybe even combine them with other companies and grow them. So that’s what I did for the last 12 to 15 years. Is, um, three different companies sequentially, We bought them. We grew them, as you said in terms of revenue customers, number of people. Um, and then we sold them to larger companies for a nice profit. And it’s very fun, Very fun. You got to walk in every couple of years to a brand new business, try to figure out the market in the business and figure out how to grow it.

[00:03:29.24] spk_1:
So were there, uh, potentials to make money that you’re not sharing with your with your friend tony-martignetti at the time? Was there like insider information? You could have. You could have snuck to me. Was there a way for me to make some money off these three?

[00:03:53.44] spk_0:
All of the information is inside because they’re private companies. So there’s no there’s no public listing of the companies that are strictly privately held, their owned entirely by the investors. So yeah, there was no opportunity for you to make money unless you’d come and work for us. In which case, then, Yeah, you could have made some money.

[00:04:51.44] spk_1:
Okay, We’re going to find out what that would look like if I had, indeed been working with you. Um all right, so you’ve got some You got some ideas. And, you know, we’ve shared some concerns about, uh, as I said in the intro Strategic plans. Lots of resources going to ambitious. Uh, maybe grandiose plans will just will be kind and say ambitious, but execution, Uh, I think. And you’ve you’ve heard stories, and I think you’ve seen some, too. Um, and even in the corporate sector, um, not not not executed. Just kind of sitting around and not really seeing the change that was envisioned by the by the ambitious plan. So I’m guessing, you know, I mean, we should start with, like, vision and goals, and right before we were gonna have a We got a vision to this before we can start to do the execution part.

[00:08:10.14] spk_0:
That’s right. That’s right. Listen, we’ve all we’ve all seen organizations, companies, nonprofits, maybe our own households. Who knows that, uh, well laid plans that never happened, right? They just never happened. Um, and you know, I learned this early in my career. I was once asked by a nine year old hockey player that I was coaching. He said, Coach winded. When did you decide that you wanted to be our CEO? And I thought about it for a few minutes, and I said might have been the first business meeting I ever sat in because I knew what we were talking about wasn’t gonna get done. It drove me out of my mind. Right? So, look, we’ve all been there. It starts, though. Obviously it starts with having a good plan, a plan that you believe in before you ever get to the execution part. So, you know, just real briefly, I’m sure you have plenty of shows on how to build a strategy and a plan, and there’s plenty of people out there doing that. Are we have, yes, but a couple of criteria. One you ought to be able to answer for me really quickly. What you want that business, what you want your organization to look like three years from now, and you ought to be able to do that in three bullet points. I’ll give you five if you go to seven. The last two better be really interesting. 85. So you know you have that vision and that’s a vision. All right. You know you can have visions that are this. That the other thing? No, no. Just tell me if I show up three years from now. What’s going to be different about this place, right? And look, that’s not easy. You got to think about it. You’ve got to work hard on it. It’s another job, necessarily just for the CEO. It’s also a job for the board in a non profit. They need to share that vision responsibility and then then below that. Okay, that’s the vision. That’s what we’re going to look like at three years from now. What are the 5 to 7 things we need to do? Those are the strategic initiatives. Alright. Now here the board has less of a role in my opinion, and the CEO or the director in a non profit has a very large piece here. All right. They need to know their organization where they need to take it. Um, and then a 3rd 3rd point, you know. So if you can if you can clearly show me that Hey, we’re going to do this and that’s going to lead us to that. Well, then you’ve got a good strategy, or at least a good strategic plan. There’s another piece to it, too, though, which is, and this is the tricky question that sometimes people trip up on. Tell me what you’re not going to do. Tell me what people around here have been saying we ought to do, and you’ve decided I’m not doing that. All right, We’re not going down that path. So if you don’t do that, you’re going to run into problems with resource allocation and focus and people’s commitment and engagement. So a really good strategy will tell you what you’re not going to do. All right, so, you know, that’s all I’ll say about strategic planning right now Is the output of that has to has to fit those three criteria,

[00:08:35.24] spk_1:
you emphasis believing in the plan because because later on we’re gonna talk about allocating resources around the plan to the plan taking resources away from those things were not going to do anymore and putting them towards what we are going to do. So if you’re going to do that with confidence, you’ve got to believe in where you’re headed.

[00:09:42.54] spk_0:
Let me touch on that really quickly. It’s a great point. I hear from people we don’t have the money to invest in this. Well, that either means that your plan is garbage. All right, that it doesn’t really work mathematically. So you haven’t really worked hard enough on your plan. I got an idea, right? I got an idea. And if we go do it will grow our organization in this way. All right. Well, if you grow your organization in that way, you’ll have the money to fund, you know? So either you don’t believe that’s actually going to happen, right? Or you don’t actually buy into the idea. So you know, when you come when somebody comes back to me and says we don’t have enough money to do this initiative, right? And you thought This is where I want to be in three years? This is critical to doing it. I’ve done the math. If I invest in it, it will happen. And it will benefit the organization if you come back so we don’t have the money to do it. I’m just saying you don’t understand the plan or you don’t buy into it one or the other. Right now, it could be that the plan is wrong. In which case, sharpen your pencil, Go back to work.

[00:09:48.34] spk_1:
Maybe you have something to talk about, but right, it’s either a belief in the plan or or you or you believe in the plan or you or you or you don’t.

[00:10:06.94] spk_0:
Yeah, you’re either resisting it or yeah, but the plan says that will accomplish. That’s the key. The plan says it will accomplish your goal. So how can you not find the investment? To do that, you must write, all right, or you haven’t worked out. Point

[00:10:35.94] spk_1:
is either got the wrong plan or you don’t believe in what you the plan that you have. Okay, what about the board? You mentioned the board’s role in the vision, but not so much in the the, uh, tactics are going to use to get there. What about the interfering board, or or even board member or a couple of members? Maybe it’s not the full board, but a lot of times it doesn’t matter. What about those? Those interloping interfering board members who do get involved in the tactics, the methods we’re gonna we’re gonna use to execute.

[00:10:40.14] spk_0:
Yeah. So, um, for the record, very clearly, I’ve been on four very good boards for perfect

[00:10:46.11] spk_1:
boards. And

[00:12:24.54] spk_0:
we don’t have this. We don’t have that issue anywhere. Um, look aboard. Um, a board of trustees for a school or a private private education institutions. They are responsible for preserving the vision and the values defining the vision and the values of that school. That’s what they’re there for, right? Um, they’re responsible for hiring the person to get them to that vision. Um, that person needs to create the strategy with a lot of good input from the board, but it’s their responsibility. Whoever that leader is of the organization. CEO, headmaster, director, whatever their title, um, they’re responsible for that. That’s their job. That’s what you should have hired. Alright, if somebody, because the board will never have the day to day feel for the business that that person does, right, because they only meet quarterly. Um, So if you have an interfering board member, I would argue that you have a governance problem and a strategic problem. Um, not necessarily a person problem, although it may well be a person problem as well. And I’d recommend that you go by any number of good books of how to set up good boards and go fix your board. Right? All right, you cannot. Now listen. There’s people who can help, right? There’s people with contacts. There’s people with experience. There’s an absolutely, you know, tap into them. But ultimately, the head of that organization is responsible for running that organization.

[00:12:29.35] spk_1:
It’s got to be the CEO

[00:12:31.17] spk_0:
got to be. Yeah,

[00:12:53.04] spk_1:
all right. You got some, uh, sort of steps or, you know, some. Yeah, a pathway. The pathway to, uh, to strategic execution and not surprising. Uh, lots of folks say this. We’re starting with what we’re gonna measure. Yeah, metrics. What’s your what’s your What’s your advice around here?

[00:13:10.64] spk_0:
So, a couple of things, um, let me start. Let me let me back up just a half a step and talk about something that’s, uh, near and dear to my heart called. Um, I’m stealing this from I was trained as a Baldridge examiner. That term probably doesn’t mean many too many things to people.

[00:13:16.86] spk_1:
We got jargon jail on nonprofit radio. Yeah. Just committed an offense. Baldridge Examiner

[00:13:48.34] spk_0:
folks that are younger than you and I would never would never even have heard of it. But it’s an old quality thing, Sort of like Six Sigma. And the idea was, it was run by the U. S. Federal government was quite a good program, and there was a set of criteria for a business. And you would examine the business against these criteria. And you could potentially win a Baldridge Award, which was a very big deal. Um, companies like Motorola paved. Malcolm

[00:13:52.14] spk_1:
Malcolm. Malcolm Baldrige.

[00:14:04.54] spk_0:
Absolutely. Malcolm was the cabinet with the secretary of Commerce under Ronald Reagan. Believe he died in a horse accident. Um, and they named this thing after all. Right, So

[00:14:07.51] spk_1:
Congress, A bizarre polo accident.

[00:16:09.14] spk_0:
Yeah. No, it was more like Western rodeo stuff. He was a tough guy. So civilized. The horse was tougher in any case, so it’s named after him. He was part of the driving force, and and his death actually helped get passed in any case. Long story. They had this method of when you examine a business you find out, right? Do they have a plan? Right. What result is it that they’re trying to improve? Let’s say they’re trying to improve market share, right? Do they have a plan to improve market share? Right. And you say Look at their plans. They have to produce one. And if they had a plan, they would get sort of a 10% of the total score. Right? Um and then you would look at how do you measure it? And they look at the result. And if you were measuring the result, you might get another 20% mhm. But 70% of the score on that was associated with proved to me you’re actually executing the plan. Show me that you’ve actually done it. All right, because so many people will use the sporting analogy here. So many so many companies and so many organizations have the plan, and they look at the results. And if the results go bad, they go. The plan was wrong. They never checked to see whether they actually implemented the plan correctly. So, you know, sporting analogy, a team goes out, hockey team goes out to play on the ice. Um and and the coaches say This is the system we’re going to use and they go out and they lose the game. And of course, winning or losing was the metric and come back in and say we lost. We’re changing our system. No one would ever do that. They go, let’s look at the video and see whether we actually use the system. Right? And this is a big This is a big thing that happens. Um, in businesses and other organizations, that middle step is what I call strategic execution. And I’m telling you, it is it is more rare than you think. Right?

[00:16:11.14] spk_1:
And you’ve seen this on the corporate side as well. This is absolutely for some revolution revelation that you’ve only seen on the on the not for profit side. Yeah,

[00:16:19.64] spk_0:
over and over again. The execution

[00:16:29.34] spk_1:
all right. And that, you know, we were talking earlier, and you’ve made the point that, um that leads a lot. A lot of CEOs to create reorganization

[00:16:33.93] spk_0:
so

[00:16:35.29] spk_1:
that they can They can say they’ve done something. I mean, they’re linked in profile is now more robust. They reorganized around something.

[00:17:12.04] spk_0:
Yeah, You see it a lot I don’t mean to bash large companies, but because large companies are much more difficult beasts, right. But very large companies do this all the time. They say that their strategy is to reorganize them. And yes, it makes them feel good because they can check off a box that they indeed reorganized. They laid off some people here. They put somebody new in charge here. They restructured, etcetera, etcetera. Um, I don’t want to be too negative, but golly, I don’t know what that gets done, and I work.

[00:17:14.41] spk_1:
There’s a lot of wasted, a lot of wasted reorganization

[00:18:28.84] spk_0:
and the issues, the things that need to be changed, the things that need to be executed, no pun intended right are or what you’re doing right. And where you’re focused, right? It’s not who’s leading it. And I mean it is who’s leading it, but it’s not entirely who’s leading it, and it’s yeah, so it’s just to avoid Listen, all of this is hard to work, right? Um, the reason the reason I did it was because if I did and I’d lose my job, these investors, you know, they weren’t interested in people who weren’t actually growing the company, right? I mean, you could have as many board meetings where you said all the right things and pretty slides as you wanted. If the company wasn’t growing, it wasn’t your job anymore, right? And by the way, very, very few people in my position work for the same investors twice. They usually do one, and then they find a different set. And I’m the only person who’s worked for this set of investors three times, okay, on three different companies. So it’s all about finding that thing that has to happen to grow the company and then making sure it gets executed. That’s why I have sort of a particular affinity or sensitivity to this issue.

[00:19:12.14] spk_1:
But so much of this is moving people. You know, people people don’t like change. I don’t care how much they’re paid. They’re still human beings. I don’t care how long they’ve been there, you know? Of course, the longer the maybe the more difficult to change. But, you know, people are resistant to change. You talk about the family, you know, people don’t like to move. People don’t like to change jobs. People don’t like change within their jobs. People don’t like to have to go to a different supermarket in the middle of a pandemic. People don’t like not being able to go out and have dinner with friends in a pandemic. People don’t like change, but so much of what we’re talking about is driving change. Yeah, you’re driving change in a company that’s driving change among a bunch of people.

[00:19:17.14] spk_0:
That’s

[00:19:32.44] spk_1:
what the company is made of. It’s, uh, it’s it’s got, It’s got assets, got hard assets, It’s got people. The the Howard assets are easy to move around. You can ship those, you can sell these, you can acquire some. But moving the freaking people, that’s that’s what we’re talking about. Moving people to change that they don’t like

[00:19:59.14] spk_0:
it is. And I would imagine that it’s more difficult in the nonprofit sector than it is in the corporate sector. And the reason I would say that is because in the corporate sector there is a big forcing function called competition right and investors, and you have to make the numbers, so if you don’t change, you know, you go away quickly and and so let me let me talk a little bit. Then about about what I see about how you do strategic execution. Because it is exactly that. It’s about changing the people.

[00:21:03.94] spk_1:
It’s time for a break turn to communications. The Wall Street Journal, The New York Times You want to be in papers like that? What about CBS Market Watch? The Chronicle of Philanthropy turn to has the relationships with these outlets and lots of others like them. They’re known in the industry so that when the outlets are looking for experts on charitable giving or non profit trends or philanthropy, they call turn to turn to calls. You. You know that because you’re their client, they’re going to call you. They can help you get the exposure. The media that you’re looking for relationships, right? It’s all about leveraging relationships. They’ve got them. Turn hyphen two dot c O. Now back to leadership for strategic execution. All right? Yeah, because, yeah, I’m gonna I’m gonna rant here about

[00:21:09.41] spk_0:
change

[00:21:19.44] spk_1:
before we get to metrics and resources. You know, you got to move people. You got to motivate people positively or negatively, I suppose. But you got to move people and you get people to do things that they don’t want to do.

[00:22:38.34] spk_0:
I used to tell this story really, in big, big, setting, small settings everywhere. I said, You know, you get on the airplane, you read in the airplane magazine and they’re interviewing some executive and a question answered thing and you’re going through it. And at some point they go, What’s the secret? And the executive goes, It’s all about the people and you go, Oh, crap. Like everybody gives that answer really again. And then I thought about it for a while, and I’m like, Gosh, it really is all about the people. It’s right. It’s a boring answer and it is the answer. Listen, here’s how you get people to change. Yeah, One of the things I loved about my career was I would walk into a company that had not accomplished something for a long time, and they had many things in front of them that they could accomplish, and we would go accomplish it and people would go. How did that happen? And they feel good about it, and they’d have a I used to say, I want to give them a story to tell their grandkids when they’re sitting in a rocking chair on the front porch. Right about business. Most people go through their business careers going. Yeah, there’s that over there. And then all the stuff I like over here. And I want to have something they like from their job. So, look, how do you change? How do you get people

[00:22:55.14] spk_1:
before the first? Okay. Before the first milestone, right before the first home run. This company has now achieved something that it could have achieved 10 years earlier. But, you know, there’s a bit of a founder syndrome, and they were unit dimensional, as you said. And so how

[00:22:55.34] spk_0:
do you get them bought in

[00:22:56.38] spk_1:
before that first home run? How do you get some momentum going And you get interest?

[00:23:30.84] spk_0:
Exactly. So look, um, what do you say? Well, what you do is this. First you got to find that strategy that’s all important. And you got to find the planets, and then you must communicate very clearly. Okay, You must communicate. And look, there’s some pieces to that communication. First of all, I heard a long time ago and always strive to do this. You should speak at an eighth grade level. Okay? You have to understand How can

[00:23:32.74] spk_1:
do a bunch of engineers at a tech company M B A s your CFO?

[00:23:55.24] spk_0:
Yeah. Your operations team who are hourly workers. Right. Um, so you’ve got a range. You’ve got a range in there. Speak at the eighth grade club. Secondly, make sure what you’re saying is a story. All right? I’ll go back to coaching little kids in hockey. I could go up

[00:24:20.74] spk_1:
hockey. It’s about your your affinity for hockey’s obviously coming out. Yes, I want I want you to know, uh, for for listeners because you won’t be able to see video. This is the sound of this. That’s me, uh, flipping pages through my pi Kappa Alpha Pledge book. So there’s there’s lots of there’s lots of history in these pages. Joseph Steven, pager from Meriden, Connecticut.

[00:24:23.68] spk_0:
There you go.

[00:24:24.74] spk_1:
Uh, and hockey is. Hockey is prominent on your page,

[00:24:28.21] spk_0:
and it remains. This would

[00:24:30.22] spk_1:
be from 1980. I still have this from 1980

[00:25:59.04] spk_0:
throughout my career. Uh, but here’s Here’s the deal. I can sit in front of a group of 15 year olds, and I could show them all the exes and ohs on the whiteboard and say This is what we’re gonna do today. That’s what we’re gonna do today. Blah, blah, blah, blah, blah. And they’d all be fidgeting and not paying attention. Or, like 15 year olds do. They’ll be staring at the floor, you know, blah, blah, blah, blah, blah, then But if I if I came in and said, Let me tell you about a game I played in college and what happened? Their eyes are beyond me. They’d be lifted up from the floor. We respond to stories, Okay? People learn from stories. They don’t learn from textbooks, right? They learn from stories. This is what you must do as a leader. You must tell the future story. Okay? You must say, here are the great things were going to do for our community in our space. Here’s what we’re doing today. Here’s how that’s going to change and be even better three years from now. Yeah. How are we going to get there? We’re going to do these three things, okay? It’s going to feel a little different to you, but we’re going to do these three things. And do you know how many people are going to buy into that? the first time you tell them. Two. There’s if there’s 50 people in the room. Three

[00:26:03.21] spk_1:
allies you’ve got to allies you can leverage.

[00:29:09.74] spk_0:
So what do you got to do? You’ve got to tell them that same story over and over again and person by person as they ask questions. And your job is over the next 6 to 9 months to reduce it to the impact on them as an individual and how they can contribute and how they can be a piece of a piece of it. This communication aspect is very important. What I see, what I see executives do is they think, what I said that last time. I’m going to change it this time. No, no, you don’t understand. Just because they heard it once from your lips, they don’t believe it, and they probably don’t remember it. You’ve got to keep saying you got to keep saying it. Then of course, you’ve got to lead by example. Right now, you’re in a position this will go back sort of into metrics and resource allocation. You’re in a position to make a bunch of decisions and to make them in front of everybody. They have to be consistent with that vision you’re describing. So you might decide to move resources from a status quo kind of a project to the new project, and you would explain it that way. Even if they’re upset, you might decide to set certain metrics and review those metrics on a monthly or quarterly basis. Really, the metrics that you set and everybody knows there’s a billion metrics for everything. You got to pick the two or three that make a difference to your strategy and just work on those If somebody wants to know some other thing, here’s an example. Software company, last software company, Iran. We would sell the software. Then we would install it for the customer and run it for them. We call that activating it, and then we would, um, run it for them. And if they were satisfied all the time, we would make a lot of money because they would never leave us, right? So the sale part we call booking the middle part we call activating the third part we call just satisfying. And I just reduced it to that. We only have one mission here. Book activates, satisfied all of you are involved in one of those three. Okay, Now, let’s talk about how you’re involved and what you can do and get the managers in. They’re talking. This is 400 people. But that became, You know, that became our mantra. Book activates satisfied? Well, where’s gross margin in that? Where’s cost savings loses. Where is entering a new market? Well, we have stuff to do there, too. That’s it Was secondary to those three things. If you did those three things, you didn’t have to know what I used to say. If you do those three things, don’t you worry about profitability? Like a knife through butter will be profitable, I guarantee it. Right. And you don’t even need to see the profitability. So you got to make it simple. You gotta make it pity. You gotta make it catching. You’ve got to say it over and over and over again. And if you do that for six months of those 50 people in your organization, you’ll have 48 of them. And then there’s going to be too

[00:29:11.74] spk_1:
right. The recalcitrance.

[00:31:31.04] spk_0:
Yeah. They’re not going to go. You I need to go have a conversation. You need to do your job as a leader. And look, the conversations not mean the conversation is this. We’re a team. Everybody always says I’m all in. It’s all about team. Well, we’re a team. And now we’re gonna put our money where our mouth is, right? The team has decided to go in this direction. I understand that you’ve been here for a long time and that you did things a certain way and all that stuff. I get it, I get it and it’s all valid. And it was We’ve heard it, but we’ve decided as a team to go in another direction. I need you to come back and see me tomorrow. Come back tomorrow morning or tomorrow afternoon. Stop by my office. Just tell me, can you come with us? And if you can’t And let’s talk about how to how to separate our pads gracefully, right, it’s not a threat, you know, it’s but it is a it is necessary. You can’t have one guy on a professional sports team saying I don’t agree with the system. You just can’t. You’re never gonna win anything, right. And this is a very reasonable approach. I mean, and quite frankly, every time I’ve had this conversation, they’ve come the next morning and said, I’m in now. Some of them might have come and said, Well, I’m scared now. And so I’m in others. Might others, I think, really went home. And when? What am I doing? Why? Why am I so against this? Why can’t go along with it, right? And and they jump in and they become productive that afternoon. Right? Um, and in a couple of cases, they’ve come back and said, You know what? I really like the company that was here before you got here, Joe. And I’m not bought into this one. So how can How can we? How can I leave gracefully? Can I have a month to find? You know, you can absolutely just you say nice things about me. I’ll say nice things about you. Um, and let’s do it. So So that’s, uh, and by the way, it’s good. It’s too recalcitrance is what you call

[00:31:33.39] spk_1:
them. Yeah,

[00:31:44.14] spk_0:
they can be a huge issue, so if they exist, you must take action or you’re not going to get there because they will continue. Two needle.

[00:31:45.06] spk_1:
They’re like a cancer they’re they’re growing. They’re they’re trying to find their trying to grow their tribe right there, trying to grow their anti team.

[00:32:07.24] spk_0:
But you do it. You do it with complete and genuine respect. They have an opinion. You have an opinion. You don’t agree. There’s no reason to be, um, Washington. Ask with each other. I think I

[00:32:36.54] spk_1:
know you said gracefully, No, I mean, you’re professionals and you’re right. You don’t agree. You don’t agree on the future of the company that the team has that has a team has elected to pursue. There’s no point in, you know, there’s no point you’re hanging around your your unhappy. It’s going to hurt the team. That’s right. Let’s separate gracefully. I like gracefully. You don’t hear that in business to it gracefully. Let’s do it gracefully. Yeah, Joe, let me ask you, Do you have interest in helping nonprofits with all this leadership and strategic execution that we’re talking about?

[00:32:57.54] spk_0:
Sure, absolutely. If a nonprofit is interested in learning more about this, I can certainly help them on a consulting basis, help them get set up and help them get executing on their initiatives. I could even help them develop the initiatives, if that’s what they so desire. But yeah. No, I I very much would be interested in helping nonprofits achieve their results. Basically.

[00:33:04.04] spk_1:
Yeah. Okay. And so folks can get you on linked in

[00:33:07.34] spk_0:
Absolutely. Yeah. Just look me up on LinkedIn. Last name is spelled P a J e r.

[00:33:16.64] spk_1:
You, uh, you have a little story about sales compensation.

[00:33:19.44] spk_0:
It relates

[00:33:20.82] spk_1:
to relates to metrics. But before we before we move on from metrics where we, you know, we digress, But we’re moving around. This is good. This is excellent. This is not just good. This is excellent leadership advice. Uh, you got the sales comp story?

[00:36:18.83] spk_0:
Yeah. Yes. So one of the aspects of metrics of choosing the proper metrics is that, you know, you actually have to be able to measure the thing, right? So if you say I want to measure, I want to measure, um you know, let’s say I’m a food bank and I want to measure somebody’s improving nutrition as a result of my efforts. Well, that’s probably not measurable. Okay? I mean, maybe it is, but, you know, it’s probably difficult to track that person The individual that you gave the food to and and even more so I would question your statistics is whether you could actually correlate your effort to his improving nutrition if it improved. But that’s something that’s sort of undoable. There’s others, though, that you want to measure how many new people you reached through a program, and people say, Well, we don’t track that, So you can’t use that as a metric. Yeah, you know, So every company I’ve gone into the sales, the sales compensation plan, right? We believe that sales people are motivated by making more money. Yet many executives I know have no idea what they’re Salesforce’s, how they’re Salesforce’s compensation plan works. That’s crazy, right? So every company and of course, what we care about is growing. So, of course, it’s important to us to have the right sales compensation plant so that we can drive the growth. So every company I’ve gone in and redesigned the sales compensation plan, it’s actually something that I’ve gotten quite good at it, Um, you know, it’s it’s an area of expertise and I’ve done it pretty much myself, right. Um and every time finances told me we could never track this. We could never do this. We could never. This is just what we’ve never. And in two of the three cases I got up. After about an hour’s worth of discussion, I got up. I said, I hear everything you’re saying. You must make it happen. We’ll talk again when you have a plan to make it happen. Not before. Okay, basically, I said, do it right and you just have to because they’ll find a million reasons not to. Right? So So that is my sales compensation story. So, um, you have to sometimes sometimes you and sometimes in that conversation on metrics. By the way, what they’re really saying is it’s not automated. They’re saying it’s not automated. It’s

[00:36:22.41] spk_1:
gonna be hard for us to achieve it hard for us to measure it. Not impossible. It’s just it’s just hard.

[00:36:54.13] spk_0:
And this is another little thing that I’ve learned. Some of the people who work for me called these patriotism is, but, um, if you want to get something automated, make people do it manually. You know they’ll find a way to automated, and it has the benefit of automating it correctly, because if they start out with automation. They don’t really know what they want yet, right? They don’t know the ins and outs of what they’re doing, so yeah, Okay.

[00:36:55.53] spk_1:
You say the number one resource number one job of a chief executive is resource allocation. We

[00:37:03.09] spk_0:
were touching on this

[00:37:28.03] spk_1:
before moving things away from what you don’t want to be and into what you do want to be. What else? What else? You know, again, You’re moving people. Now, this is This is some of that change Some people are gonna be into, uh, you know, whatever different team, a different activity, a different way of doing their old activity. That’s more of the change. So, you know, we talked. We talked something about that. But what? What’s your advice around Moving resources around?

[00:39:22.02] spk_0:
Well, I think look, resource allocation is fundamentally getting the right people number one and the right number of people number two. And this can be very tricky, especially with new what I’ll call new growth initiatives to the company. So in all three companies, we expanded globally, right? So we didn’t have anybody, so we had to get the right people in each country a long way away. to to do this correctly. We needed the right number of people in each of those countries, so expanding globally is one way. But another way might be to expand in non profit terms. Expand your services right? Say, I don’t want to do just this. I can also do this while I have the client in front of me so I can do even more good for the client by expanding my services as well. Do you have anybody in your organization who understands that new service the way they need to? Right. And if not, you need to go outside the organization. Do you have the right number of people to expand that new service? Okay, do I have the right number of people offering the current service? Because there’s a you know, it’s a it’s a little bit of a hill, and then and then it flattens out after there’s a peak and then a flattened out thing. When you introduce something new, so you maybe you may have introduced a new service three years ago, and you may still be staffed at your peak, and you don’t need to be right. You could reallocate some of those resources, Um, to the new service. These are the key discussions. You have to have the big one for me. Did we We talked about believing in the plan?

[00:39:25.48] spk_1:
Yeah. Yeah, that’s wrapped up in that. If you’re going to move, Yeah. So resources around you got to believe in what you’re moving them toward,

[00:41:23.31] spk_0:
right? You just have to believe that that plan is going to work, right? And then you’ll be willing to commit, Um, you know, take, take another example. Um, this is a So you’re a nonprofit and you decide the development is critical to you. Okay, let’s say you’re a small educational facility, and you just gotta build the endowment, right? Or, you know, what’s happening to small private schools is going to happen to you. You’re not going to have the funds to build out the right buildings, etcetera. So you’ve got to build the endowment, and your three year plan is to add $10 million for the endowment, right? And look, you’ve had this development guy. He knows everybody, but it hasn’t really grown anything in years. Okay. All right. So you you decide. Okay. Well, maybe I move him someplace Maybe he’s going to retire. Maybe I just need a new development person, okay? And he’s got to go away. Fine. You go out to get the new development person and and you say, Well, I don’t want to spend more than $50,000 a year on this person, right? And somebody who’s 75,000 comes along right, but at a much higher skill set. No, I didn’t say 150,000, but 75,000? Well, you ought to do the work rather than just say that we’re all about saving money because we’re trying to help our clients. You ought to do the work to say, What would what would this guy get me that the other guy wouldn’t get? Me and I And how quickly will I get that $25,000 a year back, right? I mean, you know, it can’t always be about being the lowest cost provider of these services. You may well find that if if you hire and spend that extra 25,000, you’re going to grow your endowment by even more right and you’ll be able to provide even more dormitories or even better, etcetera. etcetera,

[00:41:42.91] spk_1:
and this goes back again, believing in the plan. And if, and as you said earlier, you said early on, if you don’t have the money for the plan, then then you haven’t thought through your plan adequately because you you picked an aspirational plan that you can’t afford to execute. And you can’t even do the fundraising to raise the extra money because it’s too astronomical. So you’ve got the wrong plan.

[00:42:43.70] spk_0:
That’s exactly right. That’s exactly right. You know where this comes up. A lot is in building buildings. It’s almost always the case that that, you know, you think a building costs less than what it’s going to cost. And it actually you think it will deliver less value than it actually delivers, right? Certain buildings. I mean, you know, if you’re building an administration building right but a new SportsCenter on a at a boarding school or a or a conference center at a place like the Trinity School for Ministry, these things these things are going to have much more impact and what you’re projecting, So think about them carefully and take the risk. I think the risk

[00:45:56.79] spk_1:
it’s time for Tony, take two podcast Pleasantries. You remember those? The podcast audience? Oh, my, uh, so loyal. Um, you’ve been If you’ve been listening for a while, you’ll remember that I used to do live listener love affiliate affections and podcast pleasantries. Well, the first of those two go away was the affiliate affections. When I ended the affiliate program, that was, uh, we had a family of, uh, about 15, maybe 20 am and FM stations throughout the country that we’re carrying non profit radio and there’s weekly schedules, but it wasn’t really scaling. And it constrained us in terms of how exactly minutes and seconds how long a show needed to be. So I ended that and the live audience, the live listener love. You know, that ended with the pandemic. I no longer go to the New York City studio no longer with Sam. Sam is still there at and y. You know, talk talk radio dot N y c. That’s him. That’s that’s that network talk radio dot N.Y.C.. It’s talking alternative, so Sam is still there. But I ended with him because of the pandemic. So of course, no more live listener love. And now working through Zoom and audacity. It’s the podcast audience. The pleasantries go out, you’re you’re the last remaining audience. When I If I cast you off, that’s the, uh, what do you call a podcast so that nobody listens to a guy talking to himself in a closet? A guy whispering to himself. Um, now So the pleasantries go out. The pleasantries remain. The podcast pleasantries. Whatever time you’re listening, however we fit. Whether you’re painting your house, doing the dishes, commuting, there’s less commuting going on. I realized that, but there’s still some commuting going on. Maybe you’re driving to, uh, you’re driving to the store. Who knows? However, non profit radio fits into your schedule. Maybe binge watching binge listening on Sundays. Who knows, However, it fits in. The pleasantries go out to you are loyal podcast audience still there over 13,000 each week. Pleasantries, pleasantries to you podcaster, podcast, listener pleasantries. And that is Tony’s Take two we’ve got but loads or boo coo. That’s what we’ve got. We’ve got Boo Koo, but loads more time for leadership for strategic execution with Joe pager and communications, you already said, speaking an eighth grade level. I guess this is another plagiarism about the number of times you should communicate and how many people are going to reach.

[00:46:32.58] spk_0:
Yeah. So, uh, yeah, if you want to reach people, communicate four times as much as you think you need to and you’ll get to half the people you hoped. So just I I cannot stress it enough like consistency. Eighth grade level, frequency walk, you know, walk the talk. Just listen. The people are going to deliver the plant. You’ve just got to change them as

[00:46:47.08] spk_1:
the work is getting done. You know, now you’re looking over everybody’s shoulders. You’re talking about a 400 person organization. Okay, If it’s a four or eight person organization, the work is still getting done. While the CEO is not looking right there off somewhere,

[00:47:05.68] spk_0:
that’s and that’s another. I’m glad you brought that up. That is another very important part of communication. I’ll do it in an engineering way for you. Okay. Engineers, software engineers particularly, you know, they work in the dark and they work late at night, and they work alone,

[00:47:24.58] spk_1:
like the nerds that we knew at Carnegie Mellon. You get either one of us was in computer science, but we we saw them that in the winter they were walking barefoot or in flip flops. They’re always there. Always a couple of steps out of sync. But, you know, they’re They’re now leading professors at M I T. Or their founders of Google or Amazon from the 19 eighties. Yeah, they

[00:47:55.28] spk_0:
prefer to work alone. They prefer to work in the dark. Okay, great. That’s an over generalization. All my software friends. But you probably agree the so and their programming. They’re building your product, right? So now how do you guide their innovation? They’re making decisions alone in the dark at 3 a.m. In the morning.

[00:47:56.73] spk_1:
Yeah,

[00:50:01.16] spk_0:
well, how do you guide their decision? Well, it’s gonna be It’s gonna come down to two. Did I give them a vision that they can work with him, right. So book activates. Satisfied? Right? I said satisfy. Right. And we’ve had discussions. So with book activates satisfy, you might, you might hold after you announce the grand theme, you might hold a session just on book just on activate. Just unsatisfied, right to explore it an even greater depth. Eventually, this this guy figures out because we’re talking about satisfying so much right that when a client using his software puts the wrong inventory in or when the inventory isn’t up to date, the software doesn’t work as well, and it doesn’t create as much value as the customer would like. And he comes up with a way to automatically grab their in their inventory at 3 a.m. When no one else is around. But he wouldn’t have known him. If you hadn’t have done all that work communicating right, he might have come up with a way to make it cost less right, which might have been welcome. Might be welcome. When you’re growing a company, I never worry about the cost. It’s like if the growth plans work, the cost will never catch up. All right, we’ll be growing too fast. So you know, that’s that’s the difference is what are these people thinking when they’re on the front line and a nonprofit example? Right? Let’s say you’re a food bank that wants to work more with partnerships, okay? And your local church has a has a food bank that could partner with the big food bank. Right? Um, but you know that in that food bank, the intention of forming those partnerships is to reach people. You’re not currently reaching right, which is very different than an intent of to reach people more effectively using a local organization more efficiently, right?

[00:50:06.06] spk_1:
Yeah. You’re talking about a new market.

[00:50:34.86] spk_0:
Yeah. Those are the two reasons you might do it. Well, if you’re if you know this person who runs a food bank at your church, you can you would now ask them. Well, who are you reaching and see if you know it’s the same person already, right? Or etcetera, etcetera. So you can make a more intelligent decision at your level because you understand the vision, the strategy, what’s important, what’s being measured. And it’s going over and over and over again. Yeah, yeah.

[00:50:48.86] spk_1:
Let’s talk about holding individuals accountable through the review. Um, looking at the challenges that they’re facing, what their personal plans are. Let’s talk about that whole accountability review.

[00:52:23.45] spk_0:
So, um, couple of things one As the leader, you must be personally involved in the review and in the details, and you must personally know the progress that’s being made. Okay, Um, so you need to establish the metrics. Well, first of all, you need to do this in a regular timing kind of way. So you need a cadence What I would call a management cadence. Now, with each initiative, there’s a couple of choices you could decide I’m going to meet Weekly. All right, so now you have a weekly meeting, that sort of independent of the nature of the initiative. But weekly, we’re getting together and we’re talking about it. Okay, that’s that’s one way to do it. And for some initiatives, that’s really good. Other initiatives are a little bit weirder ago, right? Some actions like the first actions might take a week. The next action might take a month, right? For two months. So you might want to have meeting the first week and the meeting the next week to make sure you did everything from the first week. You might want to delay it for another three weeks. So there’s something needy in the meeting. Right? Something’s changed. Now, Um, I believe that, uh um I have so many quotes from this. This guy I used to work with, Um, but one of them was personal embarrassment. Is that the number one driver of human behavior now we should not abuse

[00:52:25.31] spk_1:
that management by fear

[00:53:46.15] spk_0:
we should not have embarrassment. But another way, if you flip that to the positive personal recognition is also the number one driver of human behavior. So I believe in team meetings with everybody is involved. All right, so that we can look at the metrics. What are the results? Okay, those are the results. That’s five minutes. All right. Next most important question is on this initiative. Last week, we said we were gonna do this. This and this last meeting. We said we’re gonna do this, this and this. We’re gonna go around the room. Did you do it? That’s the first question. Yes or no? Okay. Yes or no? I also have this page tourism that we are not trying to be. Washington here. We are not trying to create a culture of blame. Okay? Because it’s useless. And you can see that, right? The You know, we’re not just trying to figure out who the millennium? No, we’re trying to understand, So if you didn’t do it, just say you didn’t do it. Now, if you didn’t do it for six weeks, you’re You know, I never yelled and I never saw in any meetings. But I’ve been told that I could make the air feel very heavy. So a little bit of tension is a good thing for the whole team. And if the person continues to not deliver, well, then it’s a private conversation. You’re

[00:53:50.07] spk_1:
going to have that conversation,

[00:54:01.84] spk_0:
but it really isn’t it much better for them to feel accountable in front of the team and just accountable to you, right and and like and have the teams say, Come on, we gotta get this done.

[00:54:44.54] spk_1:
Yeah, yeah, I can see your part that’s going to bring a team together If if folks are folks are willing to open up and say, you know, we’re not on radio so I can say no, I fucked up. I just I told you two weeks ago this was a priority, and I haven’t made it a priority and and I will in the next two weeks. You know, if somebody I think if somebody can say that openly to their to their to their CEO and to their team, maybe even more more so to the team, then you know, then there’s Then there’s that. Then it is a team, okay? This guy didn’t pull his weight. She come a little short. We can, you know, next week. It might be me, but it’s an environment that that supports us and isn’t beating us down now. But you like, you know, you say if it’s six months or you know, whatever you know, then then we have to go a different

[00:54:53.97] spk_0:
strategy. But

[00:54:55.41] spk_1:
that can bring a team together. That kind of opened this. I think

[00:57:37.23] spk_0:
you You are 100% correct, and the rest of the team appreciates it. Right? So another important part of this cadence meeting is that you set the example for this. That you’re you’re inquisitive. You want to understand the problem. You want to help. You’re not there to go. You didn’t do it. I move you to this side of my ledger. When you do it, you go back to the other side. No, I mean, that’s fine. And then the other thing that’s popular today is the stand up meeting. We’re going to do this all in five minutes. Yeah, you know, do you You don’t understand anything in five minutes. That’s appropriate for some meetings, but on this. What you’re trying to find out is what’s holding me back. If you’re If you’re leading an organization like I was leaving, we’re If the company didn’t grow, it was me. I was done right? You very quickly. If you have half a brain at all, you’re walking around every day trying to figure out what’s what’s going to prevent you from growing. Okay, that’s all you care about, right? You’re like and every issue a people issue, customer issue operations issue, it all gets reduced to. Is it going to prevent me from making my plan? And if it is, how are we going to solve it quickly so that it accelerates me towards that plan? Right. Um so So that’s that’s what you want, Everybody. You want everybody understanding your behavior and your questions in those terms and that we’re all on the same team trying to do this and what happens is you’re right. The team gels the people who people want to finish by the meeting. You have to have the meetings that are forcing function people most of their work the night before the meeting. That’s okay with me. Okay? Right. And yeah, you keep them open. And let me tell you the people you have all kinds of levels of people in this meeting. Anyone who can affect this is in this meeting. Okay? And what happens over time if you set the right example? Number one, the people at the bottom will come to you. And they say I so appreciate being in that meeting with you and watching you think through these problems. Mm hmm. Your direct reports. The people report directly to you that those people report to They’ll start jumping into the meeting, doing the same thing. So so And so, Joe Joe down at a low level, says I tried to get it done, but I couldn’t. Because of this. Right? In the first meeting, I’ll go. Okay. Well, how are we going to fix that? In the third or fourth meeting? The person who reports to me will go Joe right after this meeting, come to see me. We’re going to fix that. And now I’m now I’m not on cruise control, but we’re all together. We’re all together, just trying to make this happen.

[00:57:48.53] spk_1:
Not all plans are gonna work, right?

[00:58:53.72] spk_0:
No, no, Absolutely not. I’m telling you that, uh, tell you two things. One. I never walked into a company and said, You doofus, is you didn’t know you should be doing this. Never, never found, never walked in and created a new plan. Okay, what I did was I walked in, Um, and there’s this guy can itchy. Oh, my is a Japanese guy who wrote something called the Mind of the Strategist. And I’d look at the situation and I try to break it into pieces, okay into the logical pieces and then work on each piece to see how I could make it better and then put them back together. Not all of them came back together. Some we put to the side others we made. In any case, that’s a little bit material. But the the plans that we followed always existed in the business before I got there. But with some modifications, we you know, we have adopt them with some modifications, and then we’d execute.

[00:58:55.82] spk_1:
But you think the plans were already there?

[00:58:57.82] spk_0:
Sure. The ideas were already there. The idea of the middle

[00:59:00.49] spk_1:
step middle step wasn’t getting done. The execution

[01:00:23.51] spk_0:
first company I went to had a product that they were going to introduce that they’ve been talking about for five years. We introduced it in 13 months. I sat in the music, we had to introduce it. We had we had a new market we wanted to enter, and they they just went round and round and round on whether it was the right market to enter. You can always find a reason not to do something. It’s a lot easier to find reasons not to do something than it is to find reasons to. There’s almost this, Uh, there’s almost this mindset like, Well, we got to find something that no one in the industry has ever thought of. Well, that’s Yeah, good luck with that. That this never happens, right? No, you got to execute better than other company. So, you know, we had this market we wanted to enter, and everybody was disproving why we could enter it. And at some point I just said, No, I think we can do it. Let’s try it and we went after it. And that company is thriving in that market today. Alright, the last software company that I ran. Same thing. There’s a new market. We went after it. We’re leading in it right now, right? Um, but it was an idea that had been around forever. There was another market to where they actually convinced themselves there was no way to make any money in it. And we will. It’s that it’s

[01:00:38.01] spk_1:
avoiding that scarcity mentality and that, you know, it’s a focus on how we can, instead of why we can’t because it is always easier, much, much easier to find reasons why you can’t do something to evaluating and execute on a plan to do something. So I always say, Let’s look at how we can instead of why we can’t

[01:01:23.11] spk_0:
that that market that’s an interesting one, that market. I won’t tell you to many of the details because it’s active right now. But it’s about half of their new business right now. Okay? And and I had to move 30% of the engineering resources in that company to focus on that new market, and they were already booked, you know, they would have told you they’re booked 150% alright. So and did some things fall off the table and the status quo? You bet they did. We lived with it. We found ways around it, right? I mean, that’s But that’s the point where you see as the leader, I can’t walk away and say Figure it

[01:01:23.90] spk_1:
out. Well, that’s the belief in the plan.

[01:02:06.20] spk_0:
I’ve got to be part of the team that figures it out, right? Yes. I’m still the leader. I’m not. I’m not coming up with the solutions, but I’m asking the questions. Right. What can we do? How can we do? Tell me what we could, you know. Okay. Well, I moved. Oh, I moved 35 people over there, and you need one of them back, or you can’t get this done. So what you’re telling me? Yeah. Move them this afternoon. You know, I moved 35. Guess where I got that number? Yeah. You know, out of the air. Right. But but in some companies, that question never get out. Joe moved. Joe moved them. Can’t move them back. Okay.

[01:03:34.60] spk_1:
All right, Joe. Thank you, Joe. Pager. A reminder that Joe pager is available to consult with your non profit on everything we talked about. Strategic execution change management, leadership, fraternity, pledge training. You can reach him on LinkedIn. Remember, it’s P A J E r. Joe. Thank you very much. Good to have this conversation. You shared some excellent ideas. Appreciate your wisdom. Thanks a lot. Thank you. Thank you for having me. Pleasure. Next week, corporate funding. If you missed any part of this week’s show, I beseech you find it at tony-martignetti dot com. We’re sponsored 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. Mark Silverman is our web guy. And this music is by Scott Steiner. Thank you for that information. Scotty, you’re with me next week for nonprofit radio. Big non profit ideas for the other 95% Go out and be great. Mm hmm. Mhm. Yeah.