Jake Grinsted, Leah Kopperman, Kai Williams & Medha Nanal: Manage Your Programs With A CRM The right CRM can help you run day-to-day program operations: track client relationships and outcomes; host trainings; manage certifications; organize transportation; and more. Our panel was recorded at 19NTC and they’re Jake Grinsted from Simply 360; Leah Kopperman with Keshet; Kai Williams at The International Wildlife Rehabilitation Council; and Medha Nanal from Top Cloud Consulting.
Debra Askanase, LaCheka Phillips, & Kevin Martone: Co-Learning For Your Programs This 19NTC panel encourages you to look at a more collaborative training culture, which pushes the bounds of who is the educator. They’re Debra Askanase at Oracle NetSuite Social Impact; LaCheka Phillips with TechSoup/NGOsource and Kevin Martone from JCamp180.
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Hello and welcome to Tony martignetti non-profit Radio Big non-profit ideas for the other 95% on your aptly named host. I’m firing a listener. Steph Marie p. Left this iTunes review on March 11th 2018. Quote content is great. Okay, but universal. No. Gator cancels everything preceding it. Tony often chastises his guests or asks a question and then bulldozes them When they reply, it can get awkward and off putting. For example, a guest started off a response with good question, Tony. And he admonished the guest for saying that rude and weird. End quote. Steph, Marie P. Get off my show off. I want you to stop listening. I do not want you to be listening to my words. You don’t get me. I am in no way going to try to explain me to you because it would be over your head. You don’t have a sense of Well, maybe you do have a sense of humor. I’m not gonna go at home now. I’m not gonna go there. Maybe you have a lovely sense of humor. But you don’t share mine or you don’t even get mine. Let you don’t have to share it. You just have to understand it and you don’t. So I want you off the show. So here’s what I would implore you. I beseech you to do first. Unsubscribes Don’t stop yet. Don’t pause and stop yet. I want you to go. Whatever platform you’re listening is probably iTunes. That’s where your review was. Unsubscribes unsubscribes. Okay, now then you have to do that. Come back. Hit. Stop Not pause because we’re stopping. Stop and go away. Do not listen to this show again. Next thing I know, you’ll be chastising me because I’m lewd and weird to imaginary interns. You don’t get me and you never will. Please stop listening, Steph. Marie P. Get off my show. Oh, I’m glad you’re with me. Now that Steph miree P is gone. I can say that with enormous confidence I’d be hit with favoritism if you beaned me with the idea that you missed today’s show Its program day manager program with a c. R m. The Rite CR M can help you run day to day program operations, track client relationships and outcomes. Host training’s manage certifications, organized transportation and Maur. Our panel was recorded at 19 NTC and there, Jake Grinstead from simply 3 60 Leah kopperman with Cash, Chi Williams at the International Wildlife Rehabilitation Council and Meta Channel from Top Cloud Consulting and Co. Learning for Your Programs. This 19 ntcdinosaur encourages you to look at a more collaborative training culture, which pushes the bounds of Who is the educator. They’re Deborah askanase at Oracle Met Sweet the Sheik, A. Phillips with Tech Soup, NGO Source and Kevin Martin from J. Camp 1 80 on Tony’s Take two Living Trusts Responsive by Wagner, C. P A is guiding you beyond the numbers. Regular cps dot com By koegler Mountain Software Denali Fund Is there complete accounting solution made for non-profits tony dot m a slash Cougar Mountain for a free 60 day trial and by turned to communications, PR and content for non-profits, your story is their mission turned hyphen to DOT CEO. I feel so much better. Burden off my shoulders here is manage your programs with a C. R M. Welcome to Tony martignetti non-profit radio coverage of 19 and T. C. You know that it’s the 2019 non-profit Technology Conference. You know that we’re coming to you from the convention center in Portland, Oregon. What you don’t know is that I am now with Jake Grinstead, Leah kopperman, Chi Williams and Meta Channel, and their seminar topic is not just for fund-raising anymore. Managing programs With C R M zsystems You also know that all of our 19 NTC interviews are brought to you by our partners at ActBlue Free fund-raising Tools to help non-profits make an impact. Let’s meet the panel. They are again Jake Grinstead. He’s founder of simply 3 60 Leah kopperman, director of data and C. R. M at Kesha Chi Williams is the executive director at the International Wildlife Rehabilitation Council, and methanol is seated furthest from me. And she’s the principal at Top Cloud Consulting. Welcome. Happy to be here. Have all four of you. It’s a big panel, but way can accommodate Absolutely. Thank you. So I’m not sure is this is this, uh, let’s start down at the end with the metal. Is this is emerging, or is Am I just not aware that your C R M database can be used to manage programs? You’re welcome to say that I’m just not aware. Yeah. So it has been around for a while, but definitely in the nonprofit world, it is an emerging awareness that it can be used for a program metoo management. Okay. And what, Metta, Let’s stay with you. What do we need to have in place so that we can do this way? Just need us, C r m databases that it, or are there other things we need to have? No. So you have to have the right kind of serum because not all CR ends in the market right now are capable of supporting program data. So you need to have right tools and write features in the Sierra system to support this. Okay, Right kind of cr M. Okay. Uh, so we’ll come back to that because we have 1/2 an hour together. Um uh, let’s see. Hey, why don’t you sort of give us Ah, a headline and a lead? Uh, that anything more? You could say that to introduce us to this. Yeah, I think that while using serums for program management and it’s itself not new, it’s much more broadly recognized. My organization, I felt like even just four years ago, Coming on working on ours for five years ago, people were like, That’s Syrians are for fund-raising. And I’m like, No, this makes sense. This is how it’s gonna work for us. And I had this vision and I was able to find the people that work with, but it wasn’t a conversation anyone else was having. And now I go into a session and everybody’s like, Let’s talk about program management. So are you a pioneer or early adopter? Early A doctor. I think the pioneers were way before me. All right, All right. Leo, what’s the advantage of doing this? Well, I wanted to also remarked that the organization that I’m with Kesha we’ve been using C r. M to manage our program since 2012. So we were really early adopter Warren earlier. You weren’t. You sure you want a pioneer? Why can’t I personally wasn’t I was not with Kesha and 2012 with the organization. I would I would say so. Yeah, I think so. Okay. That’s not a scientific survey statement. It’s just got gut instinct. Think so? Okay. Yeah. Um, Lee also credits herself with being That makes it sound like nobody else believes it. I believe I do believe it. Teaching me how to sign a sign up for a Twitter. He had a start. My account on Twitter. Now we have Susan Chavez is my mind that the show and my company’s works from works as our social manager. But she was not the social manager in 20. We’re not sure where this 2014 or 15. We’ll have to look at what it will say. Joined. Right? Right. My name’s has joined it, I’m sure was maybe Susan can tell us. Okay, maybe she’ll look, I know it was not 16. I know. I’ve been on longer than 16. Okay. Uh, okay. And, uh, Jake, what’s the advantage to doing this? What? Why? Why? Why not just do it Separate different management for our programs? Sure. I think there are a few advantages of having a serum for non-profits programs, and one of them is allowing for more time for your program staff to really focus on what they do best. Focus on their passion, focus on why they were hired, and that’s to actually manage the programs that they have. So having a non-profit serum allows you to cut some of the administrative overhead that doing doing this type of work with multiple different systems, maybe on paper, maybe an excel, maybe in different databases. By bringing that together, you make it a lot simpler and cut down on that time. But what if the comparison is with ANAP location? That’s that’s designed for program management versus managing your program through the C. R. M? So I would argue that if it program is designed to manage your sorry if application is designed to manage the programs, it quite well might be a program crn that’s probably see around. We should probably back-up is giving you Siara here, Jake Constituent Relationship management. So it’s any application that helps manage the relationship that your organization has with your constituents and your constituents might be the people you serve in the fund-raising world. Obviously, it’s the donors and the people who help support you. But in the programme world, it’s those the people that are involved in your mission might be volunteers. It might be the people use serve. It might be others involved with whatever your mission is. All right. All right. So So since I got I gotta go, Leo. Because with grand grand, I’m sorry. I gotta go to Chi because of the grand theatrics that you gave Jake, I have to go back to you. So what are we? Wait, What are we talking about? Are we not talking about, Like, salesforce and razors edge yet for program management, right? We are we talking about Exactly. I would say that Razor’s edge doesn’t really support program blackbaud other blackbaud tools. D’oh! We’re talking about service. We are talking about a fund-raising C r m being used for a, uh, just just a c r M serum that theorems air, not natively just for fund-raising. Those xero ends there for any constituent management, although some are designed very much for fund-raising like Razor’s edge. But sales force. And that’s the reason my order, when we were doing all of our evaluations of many serums, they were out there in 2013. We ended up choosing that one because it was more of a platform that we could use for program management, Um, versus something that was just set up for fund-raising. But CR rims are for everything. I would argue that if you did not have a program cr em, you’re probably using sheets of paper or spreadsheets. That’s really the alternative. Okay. Okay. Well, that’s exactly what medicine to you have to have the right kind of cr m. Yes. Yeah, it’s time for a break, but, uh, Sam didn’t tell me. Now he did. Wagner CPS. They’ve got a free webinar on August 21st Fair labor standards act nuts, bolts and updates. Now, today is August 16th. So the odds of anyone listening live or archive, which means anybody, because that’s only two ways you can listen, if you could just say theon of anybody listening doesn’t matter. Live our archive. You’re wasting syllables here, Thea. Odds of anybody listening on August 21st are slim to xero. So watch the archive. Um uh, it’s a wagon or yeah, we call these waiting to call these things. These wagoner webinars webinars. So this wagon R is the Fair Labor Standards Act. Calculating regular rate of pay and overtime pay for employees or for yourself that counts. You count to understanding, paid versus unpaid time and a lot more. You’ll find this wagon are the archive thereof. At wagner cps dot com, you click resource is and then recorded events. Let’s do the live list or love. I feel like doing it early today. Um, starting native, starting domestic, I should say not. Maybe not native but domestic. Ah, Sacramento, California on Hollister, California and Tampa, Florida. And those were abroad will get their Hammond, Indiana, special Live listener love after Hammond, Indiana. Franconia, Virginia. Franconia, Alcohol Franconia. Know whether it is, um uh, no, that’s Peru. That’s abroad. I wish she would organize his better. Sam. Really? You could do a better job for me. What kind of support is this? It’s unbelievable. I don’t have interns or don’t even get producer support. So also all jumbled up between domestic and abroad. I gotta figure it out. Salt Lake City. All right, That’s, um I guess he would consider that domestic. Yeah. Salt Lake City, Utah Live. Listen, love. After you do New Bern, North Carolina Live love to the new burns. Ah, Hell’s Kitchen, New York. I love I love that Hell’s Kitchen shows up as a separate entity. It’s not New York, New York, it’s Hell’s Kitchen, and that’s the only neighborhood in New York where that happens. We don’t get we don’t see, um, Nomad or Dumbo or Upper East, but Hell’s kitchen specific. I love that. I admire that. How do you How do you do that helps get you probably even know what I’m ranting. I don’t even know what I’m talking about. Um Raleigh, North Carolina. Live love out to you as well. Cool. That’s a Carolina today. Um, Now let’s go abroad With which had a better organized list from Shanghai. Doesn’t do by continent during Times Hemisphere released. You could do atmosphere. That’s only four of those. For Christ sake, you could do atmosphere. It’s only four of them. Shanghai, Shanghai, China Showing how you with us often. Thank you so much for that For that loyalty. NI hao Ni Hao and Seoul SEOUL, South Korea Also so such loyal, loyal, live listener love the soul Annual haserot comes a ham Nida Mexico CITY, Mexico Witnessed our days when a star dies. Mexico City and Tehran, Iran. You’ve been checking in occasionally. Now, Tehran. Thank you for coming back. Um, our keep. Ah, Peru. That would be Ah, put yours up. Portuguese now? No, the only spanish. So I ve been a star days When a star days for arctic quip Peru Thank you for being with us. Um, that’s everybody abroad. And, uh so live lister, love. Thank you so much for being with us and the podcast pleasantries. Because we have over 13,000 people listening in the time shift and the pleasantries go out to you wherever we fit into your schedule. I’m grateful pleasantries to you, and we know that we are minus one. Where ah, 13. Like 13,500 minus one from now. Going forward. Not just this week. I’m not going to say her name anymore. Uhm And so why did I wait till you may be wondering why that we tell today this review from, uh, that person was march 11th 2018. I don’t check that often. I don’t I don’t look at the reviews like every month even, uh, but I have seen it. I have. I’ve seen it long before today. I just was ignoring it in the past. And then the last time I saw it, I don’t know. Whatever it was a month or so ago, it annoyed me. So So that’s why that’s why uh, no, I haven’t been annoyed for for these 18 months since March or something of last year. But I’ve been annoyed for the past week, a month or so, and now I’m over it. Therefore, we’re moving on to Ah, what we’re doing. We’re continuing, of course, with Jake Grinstead, Leah kopperman, Chi Williams and methanol talking about managing your programs with Sierra. One of the fundamental differences is that in fund-raising CR M in fund-raising world, right, The kind of fund-raising data that every organization maintains is fairly typical. So whereas for programs, that is a huge where I d And so your CNN system needs to be able to store and manage all those different kinds of data, that’s a prerequisite to be used as programs. Okay, Okay. Uh, so you were just backing up a little asking about, like, different kinds of Syrians. I’ve certainly worked in social service agencies where in the past they’ve had what’s called a case management system and that really is what the social service frontline staff would use to manage the clients that they work with. So that’s really very parallel Thio, the kind of idea that we’re talking about a program management system and the advantage of not having a separate program management system and a separate fund-raising system is often there’s overlap between who your constituents are, and somebody who participated in one of your programs may very well end up becoming a donor or somebody who participate. Somebody who’s a donor may become a volunteer, and if you’re managing your volunteer program and you’re managing your client base through the same system, then you have up to date information and email addresses. Postal address is interests, etcetera, and so you can use it both for the client and and for the fund-raising. All right, so I think I’m trainable here. But let’s make sure so you can have a generic C R M that will manage fund-raising and Andi program operations trainable. I would take this a step further and say, In addition to what Leo just said, your program crn might often be very helpful to your development. Your fund-raising department. There are so many times where your fund-raising team are going to need to ask the program team for certain statistics and reports and data about the programs that they run because they’re gonna need that for their grants and etcetera to do their fund-raising. And so if the data is in the same place. If everyone’s using the same tool, the same crn the development staff would be able to have access directly to the reports and the information about the programs that are being run without having to tie up program staff. Time to actually pull those that information separately. That’s another advantage of bringing those things together and what xero. OK, OK, in your program description. Have you done your program already? You have your on the downside. It’s great. Okay, um, nobody came with a glass of wine in the bar is open, even my drink. Okay, Jake, that is not water. I guess that’s vodka. Leah has a metal bottles. We don’t know what’s in that. Two women down the oak. That is already finished. I think I That’s Jim, not water. Alright, So good. I’m glad I’m not hindering the fun and excitement part of social part of 19 nineties E for any of you. Okay, so in your program, in your session description, you take off a whole bunch of things that can be run through a c. R. M. Tracking client relationships and outcomes run training’s manage certifications, organized transportation. Is it worth taking through. Is there enough to say about each of these about how the C R M should can be used to do each of those things? Or is that too much in the weeds? The way that we handled the panel was each of the four of us did like a case study, where we talkto sort of soup to nuts how we use our serum to manage one particular thing. I don’t think there’s enough time here to run through, but that that is how we handled it in case studies. My brief. I don’t know if you’ve got a little example of how shit uses when it might be helpful for sure so way. But we can. We could do brief examples. So you each have a different CR M doing something different. Yeah, because because all the organizations that we are working with or at our do different mission and Jake you’re the consultant here. No, I actually 36 from the founders simply for 60 were actually creating a C. R. M that is designed for programs. That’s why we started something for 60. I work from non-profit where we found it frustrating that we couldn’t find a good program. Cr m. And so with that organization I actually started and founded simply 3 60 to do that to fill that need. Okay, so in the session, I actually talks about one of our founding clients s O, That I use that as a case study and represented them talking about how having a program crn for them has been so helpful thing. American Camp Association of New York and New Jersey. Okay, Okay, I’m willing I’m willing to hear the case is from each of you, But you realize that we don’t have 75 minutes. So So I know on dhe. I appreciate that you aren’t all nodding, is it? But what happens when you start talking? You get into your stage hit, and all of a sudden you’re three minutes. Story becomes 12 minutes, and then we’re out of luck. So I have to cut off everybody else, and everybody will be pissed off at you. And they’ll wonder why they didn’t go to the drinks instead of coming here. Should have drinks. Why? I waste my time here because they didn’t get to tell the story. So everybody gets, uh, okay, so we’re 13 minutes. We’ll make this the longer sessions as 27 figure. We spent a minute bantering, so we’ll go to 28 which is about 15 divided by four. I’m impressed with math, but I haven’t finished it yet. 15 divided by four is less than four. It’s like three minutes and 1/2. So everybody gets about three and 1/2 minutes. I’m gonna I’m gonna try my best. All right? So everybody gets three minutes and 30 seconds on Duh. At the three minute mark, I’m gonna let you know that you only have 30 seconds left and we’re gonna hold you to this s o I since I feel bad. That meta is sitting at the end doesn’t have a devoted Mike. And I feel second bad for, um, for Kai, who also is has to share my So let’s start at the end. With Metta, you have three and 1/2 minutes to tell the story at, um top cloudgood. The top cloud consulting shared in the Okay. Get closer to the study of one of the clients I work with. The organization worked in the areas of health and wellness. They programs such as individual and group therapy for physical humans on wellness programs. So before I started working with them, they were managing their data. Alden spreadsheets. It was spread all throughout the organization with all the program teams. Every time that the team’s wanted to pull any kind of report, they were pulling that out of individual spreadsheets and manually formatting into the desert former and that was taking them days. Thio create a report. So number one it was a giant waste of organizations. Resource is on number two. Everybody knew that pulling the report was like pulling teeth, so they were not even using reports as much as they should. So after we moved there, they tied to the Syrian system. The reports were quick, instant, instantly available up to date, not for five days old on the organization started using reports as a feature much more frequently because it was available so much more easily. That’s so concisely I didn’t get to give you a warning. Uh, you’re here a little more You want to say Okay, tell our stories, and maybe, maybe maybe maybe the host will develop some questions. You black lackluster. Who’s No? No, you still get your three minutes? You still get your three? What? I say three and 1/2 actually. Three minute warning. He’s cutting it down, so I don’t know, You know, meta exceed XL, but you could be You’re welcome to be lackluster. Please. OK, eso I work with the International Wildlife Rehabilitation Council. We provide training and resource is on wildlife rehabilitation. We have membership. We have classes, we have certification. We have a practicum. We use our serum to manage all that often. It’s the same people doing all of that. And then maybe they have an extra $5 they’re helping us out with the $5. Or maybe they’re volunteering for us. So we get to see all of that before we have C R. M. We had an old system and we actually lose data. Wait, hold on. I’m sorry, Amy. Sabat Ward, Stop distracting the guest on top of radio. You had your chance. You had your shot. Just distracted CEO of intent is distracting, distracting Leah and J everybody making this wave on camera. All right, I’ll spot you an extra 15 2nd All right? Yeah. So before we had our modern serum. We were losing data like we have a registration that would get lost because the system in between one server and the computer, it would just disappear. So we have people showing up for classes and we have no record of them. Really. A lot of issues with trust, all sorts of problems. So with the modern serum were able Thio one have everything in one place. I know to trust our data. We haven’t come directly from our website into our system. We’re able to track our measure, tracked measurements, assessment of how the students are doing, how they’re engaging with us. It’s It’s quite an interesting set up, Andi, I guess I want to mention one interesting thing we found as we talk about our case studies because they’re all very different. You know, I’m contracting with hosts and doing sending certificates to students and all the stuff that happens in between there. But we found this similar framework. We are all even though our products are very different. The steps we need to go to are very similar and so we’re hoping to kind of create some data models for other non-profits to dues to be ableto have program management CR ems. And how are you? How are you collecting that? Well, I’m working with a couple of different groups on that, but user user studies just people. It’s really just people like the four of us getting together and walking through these scenarios and saying, Oh, okay. This flows into this, which is this, and this is always an assessment piece. Even if you might not call it assessment. This is your registration, your enrollment, something that sort. This is your program piece. Oh, this might be an add on. If you have a case management your assessment might be Did they find a resolution? But there’s these really core similarities, and so I’m excited to see where that goes. Okay, I appreciate that. You actually did accept my admonition. Thio keep things concise. Haven’t given a three minute warning yet. Okay, now, Leo, don’t blow it, okay? I’ll do my best. Really? Okay, so So it kiss it. We air the LGBT Q Jewish organization in the US, where national and focus on our mission Shin is too have full inclusion of LGBT Q Jews in Jewish life and one of our programs that we do is where we train the leaders of Jewish organizations to have more inclusive environments for sorry for Jews who are participating. And it’s not the water over the vodka. So we that we do in sort of regional programs and we do a year long program, say, in Chicago, where the Jewish Community Center and the bunch of synagogues and the, uh, I don’t know if there’s a Jewish community foundation. Whatever the Jewish organizations are in the area, they all commit to this year long program and we offer them training and help them set goals to make their organizations more inclusive. And we provide them with coaching services over the course of the year and the way that our Sierra Miss and then at the end of the year, they you know, sort of report back to us through a survey about, uh, how they felt about being participants. And so the way that we manage that program with our serum and we happened to use sales force is that we way use existing data in the sales force. Instance toe understand what communities might be the next ones to offer a program in right Well, look, we’ll see. OK, we have enough people, maybe in Cincinnati, that maybe that’s the next community. Well, where will offer a program? And then we can do marketing using that C R M to the all the Jewish professionals working in Cincinnati and and advertise the program and reach out and say, We’re going to be running this and will you enroll? Then we have a sign up process where organizations will sign up and add the that information about their organizations baseline measures of where their organization is at in terms of Do they have gender neutral bathrooms? Do they have a new LGBT clue of LGBT affirmative group in their community? Do they have a bullying policy? You know, all these different kinds of measures. We asked them up front when they fill out the form and they tell us where they are, is a baseline. And then they, during the program, set a bunch of goals. Those all their goals go into our serum and then our coach has access to all those goals and works with them over the course of the year. Two. Help them reach those goals. All those girls also populate a dashboard that we have in the serum, that our executive leadership can look at any time and see 80% of the current leadership project. Participants are you know, they have started on 40% of their goals. They are still waiting to start on 10 and they so we can see they can see the progress without having to ask anybody. That’s just there in the dashboard. And our fund-raising team can also use that to make a case to a donor because it’s just right there in front of them. They can log in any time and do that so and then at the end they do a survey and we and we find out one of the things we want to do is change mind set, openness, three minute warning, okay. And we want to change the mindset of the participating organizations. So we asked them at the end did they see new opportunities for LGBT inclusion in their communities. And one of our measures is what percentage of organizations reported that and we have about 80% of our participants reporting that they did see new opportunities for inclusion. So it’s been very successful all right, Jake. So yes. So one of my founding clients, the American Camp Association of New York and New Jersey. They are an affiliation of summer camps in the United States, and their mission is to help in rich lives through the camp experience. So they help train camp staff. They help parents figure out which camps to send their children to and just generally promote the can’t summer camp experience in United States. Um and so I want to touch on another potential benefit of a program serum that we haven’t been touched on already. But we haven’t properly articulated yet, which is the benefit that it can give to constituents themselves. So the people who are actually benefiting from the program can really benefit from their organization having a program xero. And I’m gonna give you an example of how at the American Camp Association of New York and New Jersey, they have this amazing program. This wonderful lady there named Rene, who is in charge of helping parents find the right summer camp for their children. And she works oftentimes one on one with parents to help them find the camp. It would be good for them and so what we were able to do once we had all of the camp, all the member camps that are affiliated with this organization into a program. Crn we were able to start exposing that information on their website directly and gave parents a chance to go to the website, fill out a form as to what their children might be interested in. You know how long the camp should be, How much it should cost nb be able to actually search for summer camps right there on because they had now this one see Iran, where all of their camps were together. They could trust that the information that was e-giving that was being given out on the website would be accurate to these parents. So then parents could actually indicate that they were interested in the camp camps, then had a member’s portal through the sea Iran that they could log into on dhe. Then camps could see which parents had indicated their interest. They could also now register for training events. They could basically take advantage of all the benefits that the was giving them. So by using simply 3 60 in this case, they were actually able to give both their member camps and the parents that they served better access to their own information to the information is in the system and better serve them with the programs that they have. Can anybody else site benefits to the those they’re serving constitutent people themselves? Well, maybe not people, but the environment. The what? I like Jakes. He didn’t say it, but he has one aboutthe texting. Oh, sure. So another organization I’ve worked with has they run programs for kids, toe, get kids out into the countryside for the summertime incredible organization on. And they they have bus loads of children that get on the buses at the Port Authority. But you work for me, work for any schools, or is this all play time for this is this is a thing. So what happened is I was in college in London and I found, became a counselor to summer camp, and that was it. Camp was like the rest of my life. I was obsessed with this. So this organization runs five summer camps, and the kid’s got on buses. They went out to the countryside, but then, when the buses came home There was often this situation where parents might be late to pick up their children or they didn’t know exactly when the buses would arrive. Maybe the buses would come early. And so, by using a program, Sierra and we suddenly had this ability to send out mass text messages. Two parents, as the buses were sort of a narrow waves. Often, arroway whatever and say, Hey, just so you know, your child’s on their way home, Can’t wait to see you. Please make sure your at this place at this time and that we hadn’t even anticipated that this could be something we could do with a program. Xero. So what we actually talked about in our in our session was this idea that there are sometimes these unexpected benefits as well on dhe. This was a great one for us. Yeah, you’ve been You’ve been listening for a while. You have a question, But you have a question you like to ask. Oh, okay. You know what? I’m gonna shut you out. What’s your name? Joanne. Joint. Crabtree joined Crabtree from Washington from Washington non-profits in Vancouver, Washington State of Washington. So Joanne missed a session not just for fund-raising anymore managing programs with the arm zsystems and came here to listen to this. 30 minutes, 30 minutes. Short version. Thank you, Joanne. Thank you very much. Check out non-profit radio. We have way. Have lots of good panels. Not This isn’t the only one we do lots of good stuff. Thank you, Joanne. Okay, Um, we just have Yeah, okay. Anybody else want to shout out? Ah, a constituent benefit. Because I think that we’re here for the people or the environment or the animals. We’re, you know, we’re serving anybody else Want to shout out a constituent benefit, but has to be in, like, 30 seconds? Okay, Get much closer in one of the organizations that I worked with the program data and fund-raising data was separated on the program. Later was once we combined the two systems and brought the program later into the CIA room along with the fund-raising data, it’s suddenly help. The organization will stop, get along with each other much better, because previously, there was a lot of this manual data exchange between the two teams and the teens were frustrated, like concentrated, questing and not receiving the data that they want benefit not only to the recipients, but to the provider’s as well. All right, we got to leave it there. Thank you so much. Thanks, Tony. Oh, my pleasure. My pleasure. Thank you’re welcome. They are Jake Grinstead, founder of simply 3 60 Leah kopperman, director of data. And see our Emmett Cash Guy Williams, executive director of the International Wildlife Rehabilitation Council. And Mitya Nadal, principal at Top Cloud Consulting. Thank you. Thank you. Thank you. Thank you for being with Tony martignetti non-profit Radio coverage of 19 NTC. Thank you, Joanne. Joanne Crawford. Thank you. Are our audience member for the panel. And of course, all our panels are brought to you by our partners. That act blew in while we’re here in 1990 Sea ActBlue free fund-raising tools to help non-profits make an impact. Thanks so much for being with us. Need to take a break. See how Sam gave me the proper proper See when I get good support, the show runs. If I could just get decent support from everyone, we need to take a break. Oh, I said that host sucks. Cougar Mountain software, Cougar Mountain software quote We use Denali Fund for non-profits. It’s easy to track how much is in each fund fairly simple to use, and the training to be helped the training to be very helpful. I need an intern so bad, so I have somebody to blame for this ship. Copy. It’s unbelievable, and the training is very helpful and thorough. Customer service has been responsive and caring. End quote. That’s Laurie D. Oh, God, Lord, he’s from a church. I’m sorry. I don’t know if Laurie Listen, Um, another quote. All the features of a sophisticated fund accounting system at a reasonable cost. End. Quote. That’s Kim T. From Lawrence Township Cookie Mountain software. That’s what this is all about. They have a free 60 day trial. You’ll find that on the list in our landing page at tony dot m a slash Cougar Mountain. Now time for Tony’s Take two living trusts. You start your plan giving program with charitable bequests. That’s definitely the place to start. You’ve heard that mantra many times from my lips. If you want to go further and you don’t have to, you could just stop with requests and have a very respectable, planned giving program. But if you want to go further living trusts or revocable living trust. That’s an excellent next step. It’s easy for everybody to understand, for you and for your donors. My Living Trust video is at tony martignetti dot com, and that is Tony’s Take two. Let’s do a live listener love update since we did it early Now more people have checked in Ann Arbor, Michigan is with us. New York, New York, New York. See, I’m sorry you can’t be in Hell’s Kitchen in New York, New York If you were in Hell’s Kitchen, you would have got you. We got shouted out as Hell’s Kitchen, but you’re elsewhere. Just New York, New York. But glad you’re with us. Live, love to you. And also Osaka, Japan, Japan. Checking in. Thank you, Konnichi wa and young son, South Korea. On your haserot comes a ham Nida. Thank you for joining us Live love to all of our live listeners. And now it’s time for Cole earning for your programs. Welcome to Tony martignetti non-profit Radio coverage of 1990. See, that’s 2019 non-profit Technology Conference. We are in the Convention Center in Portland, Oregon. All of our 19 ntcdinosaur views are brought to you by our partners at ActBlue Free fund-raising Tools to help non-profits make an impact with me Now our Deborah askanase, Latika Phillips and Kevin Martin. Seated next to me is Debra. She’s the social impact manager for capacity building programs at Oracle. That Sweet Shikha is a program manager at NGO Source and grantmaker. Success four. NGO Source and grantmaker maker Success at Tech Soup, NGO Source and Kevin Martone is technology program manager at Jay Camp 1 80 a program of the Harold Grinspoon Foundation that was the longest I’m out of breath already with dellaccio sources into Kevin is a program, but he’s not the foundation, but he’s a program Oracle Met Suites. Two words. I’m exhausted already. Introductions. OK, your program topic was Reinvigorate your programs through multi directional learning. Let’s start with down the end. Kevin Martin, Please let’s define our terms. What are we talking about? This multi directional learning? Great. So Avery jargon e-giving drug in jail on non-profit radio. It will get the three of you out of jail in our session. We definitely We started pretty early explaining what that actually meant. So Okay, so I’m not the only one I know So So, um, really, the the session in this topic is really about his, you know, Traditionally, sessions are one way there’s someone on stage, whether it’s a lecture or in a webinar or some other training’s environment, who all the knowledge is going from that person who’s the expert to the audience. The learner, right? So multi directional is. I’m not assuming that that person has all the knowledge in the room that instead you’re embracing the fact that everyone in a training program has knowledge and expertise. And so you have learning from learning toe Lerner, Lerner, the teacher and teachers. So it’s all different direction, really, So So can I expect to pay less for conferences in the future. And I’m part of the training staff. I should be Compton right Free hotel E. Get free airfare. Compton. That would be good. I’m teaching. I’m in the audience, so it’s still hard work. It’s hard work. Thio create facilitated session that does multi directional, But I’m in the audience. I gotta work hard too. I should be to learning more my voice just alright, theoretical. I’m learning more. All right. Um, Jessica, why don’t you help us? Uh, bring us into the topic little bit. Give it like a headline in the lead. So why we needed this session? Well, we definitely needed the session. I think that it’s time to begin the show organizations how how to turn traditional events into something that is Maur engaging something on opportunity for everyone to contribute to these different solutions. And I was needed for organizations non-profit or for-profit. But I was as to be a part of it because I attended two different multidirectional events through next week. Oracle build a thon events of four NGO sores and in that in those opportunities for me because they were multidirectional and because it wasn’t just someone just giving me information. Given my team information for us to download and and to turn around and apply, I was actually with a team of people I was learning at the same time they were learning, and my goal throughout this whole process was to basically eliminate the time or decrease the time living in time. But decrease the time that I was spending on a billing for NGO source. And when I started this process, it took me over 30 hours a month. So process building for our team. And because of the multi directional opportunities with nets with Oracle, I’ve been able to get down my building process to less than 10 hours. Now, had I been in just a one on one session with another person, it probably would have taken me a lot longer to get to where I am now. But we had we working in teams, and so we’re all learning we were all contributing to this process. So that’s how that’s how I see it working. And I think that if we begin to we non-profits begins to look at what we’re considering. Traditional events, for instance, Webinars and think of ways that how we can actually turn those upside down to have Maur engagement to have more involvement from everyone. One. Okay, Debra, um, this sounds to me like anarchy. Why not? Why not gonna be a free for all? Well, trouble, trouble. It always sounds like gold, but it isn’t. The session was designed with the belief that everybody in the room has the answers. Right. So you walk into whatever you’re designing, whatever programmer event you’re designing with this theory that at the end of it, everyone’s experience is so much more enriched because his answers aren’t coming from the quote unquote experts. They’re coming from the people who are also doing the work out in the field or living the experience. And they have just as much validity with what they have to share as others. So a good facilitator. You have more of a facility, Kevin. Kevin was getting to this. You have more of a facilitator than a presenter. There can be some presentation elements. Like a good facilitator has figured out how to make the experience a shared facilitated latto next-gen facilitate these. I have facilitated you. Have you facilitated or just attend? Have Kevin Martin still three facilitators here? Well, as well as attendees in Yeah, yeah, yeah. Okay. I’m focused on. Yeah, one step at a time. I know. I just stands multiple. We all can learn from each other and you multi directional. All right, is co learning the Is that just a synonym for multi directional or is co learning something different? Anybody? I would say it’s elearning. It’s similar. Um, so yeah. All right, so we’re expanding the idea of who’s the present? We’re gonna learn from elearning elearning for everybody. Um, the advantages. I made them clear. We all have something to contribute. Not only the person on the lectern, but we all Okay, so should we talk about how to organize your next staff training? That’s so so that so that it can be co directional slash multi directional slash red, amber green. Kind of learning. I don’t know what traffic lights. No way. Like our next staff training. So I remember our wedding too small and midsize non-profits. That could be just two people. They’re called learning all the time, but let’s say it’s university. Some Let’s colleges, universities, hospitals call mid size. They’re doing lots of staff trainings. They have faculty meetings. They have dr meetings. They have, uh, other provider meetings. Learnings. Training’s right in service. We can We can use this. Yeah, yeah, yeah. Okay. At our session, we actually have people to read is I’m just nothing. All right. Even though I suppose the, uh but all right, I’m stuck in the old model like I’m a dinosaur. I mean, an anachronism. Um, the person at the I’m gonna put in health care setting. But the person on stage has her master’s degree in nursing degree. She has a master’s degree in nursing. She’s got an MBA, and staff is all you know. They’re the B s ends and the R ends. No masters degrees. We still should not all be learning from the person with the MBA and the Russian downstage. And we should also be we not all should be learning from the person with the MBA and the master degree in nursing. Doesn’t she have the most into a part in the room where we’re just all a bunch of B s ends and our ends? I would say that well, number one, there is still a place for the traditional, right? There’s gonna be times where somebody is the expert who’s coming in, and the goal of that session is to get their knowledge to other people. But in the example that you just gave, those are ends who were in the crowd they have experienced in the field. And so some of that experience might be helpful to add to what the expert is saying may potentially in more theory, where’s they have more on the ground experience so they can share that with each other and with the presenter. And like never says that enriches everyone’s now the thing that was a bad example. Also that ahead of the training right, there’s this belief. The expert often has the belief of what the people in the audience want to learn. And so there’s work ahead of the training, with Cole earning as well where you can ask people. Well, what would you like to be happening in the training? And what would you like to get out of the training? And I believe that’s a piece of it, too. That’s multidirectional where that their their direction is coming from their audience. Okay, okay, let’s start with Jessica because it’s been a while since you got a chance, Doc. So we’re going to set up this staff in service training? Um, let’s keep it in the health care vicinity. What we wear. Deborah’s just saying lead. There’s lead time preparation time. How do we get started setting up our next staff training this way? Um, great question. And we did talk about this in our session I raised for I feel like for great points. Okay, They were they were not ego problem. It’s good thing we stuck you in the middle. So s so to get started. My recommendation was the number one. It’s the first of all. Think of the roadblocks. What roadblocks do you think? Well, actually, let me if I can rewind just a bit, I’d say that the number one step would be to discuss what is the goal? What is the overall world coming together? What is what do we want to get out of this? Okay. And then from from that, then start to think about what are some of the roadblocks that would actually hinder us from turning this traditional event into a multi directional. What are some potential role blocks? And then I said that we need to think about the time, the time. That is gonna the time that is going to take for this to happen. What are the time restrictions for this? What time needs to be invested in the beginning? Because I know. And for me, when I participated in the opportunities with Oracle Net suite, there was so much time invested into our team beforehand. I mean, at least 10 hours, and so that’s something to think about. You know? Are you willing to invest that time and then distributing that, distributing those responsibilities? And then I say that we need to think about what are some of the disadvantages actually of flipping and event, because there could be, You know, as Kevin said, there is definitely still a place for those traditional events. So we have to think about that. And then, of course, what are some of the advantages? So I think once you map out those four things in addition to the goal, I think that’s definitely a great a great start. So in the instance where we are having a you said, that’s a staff meeting and we’re gonna have something. So then again identify what is the goal? What are we trying to learn? And then, I think, identify people within the community who have some experience in that they may not be an expert, so to speak, but they have a lot of experience, and so I think that that’s also helpful. And then there. I think that it’s also helpful to have people who may not necessarily have hands on experience, but they do have some knowledge of what we’re talking about, because then they also have, uh, some, you know, they’re able to make some type of contribution. Okay. Okay. Uh, Debra, what are what are some of the potential roadblocks that mentioned might exist? Thio Converting your training thio, multi directional, multi directional multidirectional. Debating what the training is, of course, will be different road blocks ahead of time. There’s the time that you put into it by redesigning, rethinking, getting out of your space that you’re used to thinking about. I think that’s hard. It’s also it can be challenging to get buy-in from your organization for this new kind of not only just programming event, think about like a fundraiser that you’re having. How would you incorporate it multidirectional in that If there’s a near some training element of that, it can be challenging to get some buy-in. The other roadblocks that ah, that could happen is so you have the multi directional training and it turns out the other directions are not so interested in contributing right. What happens then? I think that that’s very real. That has never actually been my experience Does That has never actually happened. But you do have sometimes less participation than you would desire. For example, time for our last break turn to communications, PR and content for your non-profit. They help you tell your compelling stories and get media attention on those stories, as well as build support for your work for your mission. They do media relations, content marketing, communications and marketing strategy and branding strategy. There a turn hyphen to dot CEO. Finally, a sponsor message that was uneventful. Chase got butt loads more time for Cole earning for your programs. I want it. Well, I’m gonna go to Kevin and I want to talk about some of the crew’s some of the advantages of doing this aside from what we’ve already identified a few times, everybody learning from everybody else. And there’s so many different perspectives in the audience, and we bring all those perspectives in What are there other psycho social advantages that we haven’t talked about? Whatever. I mean, I would say things you just talked about are the main advantages. But I know those are off the table. Yeah, so for in terms of our attentions fan, I think I know leaving a lot of sessions and helping with managing conference conferences. Phones come out pretty early in a lecture. And so, by having these multi directional options where you stop speaking from the stage and you give everybody option the top talk and share it gets them back engaged in the energy level gets up often in the session. That seems to be the other big. Yeah, I could see different voices. I mean, I know when I speak, I have not done go learning, of course. Not sure that I ever will. But big ego ego problems, you know, But, um, irrespective. So what I’ve done so far, You know, I noticed attention perks up when I start asking questions. I started asking, and I don’t I don’t like to leave questions till the end. I take questions. So I guess I should say, When I start accepting questions, people start raising their hands. There’s different voice, you know? Said, Let’s start popping up the other. The other half of the audience wakes up, you know, I’ve got results to speak of it. That was funny. Labbate would have to sleep off the street. Nobody, nobody, nobody Just take it seriously. I probably I could see I think that is true. I could see that. At least they weren’t using their phones way. You know, I just point I do see voices or, you know, people broke up with other voices are heard throughout the room in questions. Yes. We’re gonna mention think about the traditional weapon off. Right. And you were right. And you can see your analytics. Where, like, Oh, look at all these people. They’re not Actually. Live your weapon on what you can’t say. You can see. So if you can think of turning the webinar upside down dafs multidirectional learning, I suspect the engagement will go away. Okay. Okay. Um, time limits time. Need other Latika. Talk about that. Okay, let’s let’s go to That’s our preparation. So where do we go now? It’s a day off. Are we in day of way. You know what? There was one thing some, uh mentioned pulling. You talk about pulling in advance, finding not only what you want to learn, but whether whether people will participate, can you? Let’s talk about how do you find out whether people will actually participate? So you don’t end up one U unit directional when it’s you intended go. Directional defendant Multi direct depends on what it is for the build with on events that we run, for example, we make it really clear. First of all, we assign a team captain on the net sweet side. And then we assign a point of contact on the non-profit side. And we say at the end of this event, you will have to present not the employees but the actual non-profit customers so that they present their learnings to the other customers and we sort of designed the day. So there are no surprises. It’s really clear this is what’s going to happen if you’re participating in it. And so I think you complain. I mean it that way, where everybody walks in with a showed expectation of what’s gonna happen. Okay, Okay. I was envisioning an event that’s different where it’s not all everybody presents at the end. But we’re the role learning from each other during Kevin run by an event like that can happen. Okay, How do you make sure that audience members are gonna participate in the way I just described? I think I mean, it’s well liked. Ever said it’s definitely part of its preparation. So like there’s actually a book called The Art of Gathering by Preah Parker. And she talks about the meeting or the training or whatever the gathering is. Starts as soon as you invite someone and yours should be spending time preparing them to let them know So, for example, there’s a there’s a communications training that I do. And in one of the first communications I have with any of those participants, I asked them to send a photo of themselves. And I’m very clear. I’m saying, when we do webinars when that photo shows up, that means you have to speak. And so it’s like you’re gonna get called on. And so it’s sort of prepping them to say It’s not just me talking. You have to be ready. T share your experience. And so there’s little steps like that you could do in advance to just prime them for when they get there that they’re gonna be speaking and not just listening. Okay, Okay, what do you do? Anything. Anything different in terms of preparing the audience? E. I think that it’s also good to identify everyone’s role. So if we are looking at the model that we’ve talked about teacher, teacher, the Lerner, Lerner, the teacher and learn it’s a learner. But even within that, I think that rolls should be defined for day of plain that a little bit. So when we participated in the build a thon, it was very important for us. Well, for me, toe have a note taker. There was so much information being exchanged, and it was just impossible to gather information to retain it and also apply it all at the same time. So there was one person that we designated to be one that was actually documentation. So that way, when we leave, we have steps. We have everything documented for the future and to move forward. And I also think that it’s important to identify who is actually going to be. If it’s if it’s an event set up where you can actually begin to apply and move forward with action steps at that time, that I think it’s important to have who is going to be that person? Luckily, we were able during the building down to actually go live with a lot of the different things that we were building, you know, we didn’t have to wait for testing. We were able to go live with that. But it was important to identify who was gonna be that person. Also, to identify who’s going to be in charge of accountability and follow-up. Because once we leave here, then then what happened? So it’s important to know what the next steps are. And did this actually work? Was this really beneficial? And it’s hard to really? Well, I was going to say it’s hard to tell day of for me. I I knew at that that day of the building time that this was very beneficial for my team. I just knew it. But you actually really see the results weeks and months after the fact. So the follow-up is very important. So just identifying rolls and who’s doing what, even though we’re all learning and we all have the answers. But then how else are we contributing here? All right, all right. So we go to a day off now. Okay. Let you go. Stay with you. What? What is this? What does it look like? Day off is It’s like this is the room, like, start with the room. Is it set up the same way with a traditional seminars. Yes, it set up the same way it could actually be set up in and broken off into groups that I don’t really think that there is a right or wrong way to set up something like that. I think that if it is set up in a traditional, for instance, classroom style or meeting south, I think that you can also even incorporated a workshop section where people actually kind of break off. So I think that that’s fine. I don’t think that the way that this set up is that Okay, that was a question. Well, it was interesting to me. I’m a newcomer. Yeah. In our session, they were in the traditional meeting style set up. And when we asked them to do some of the breakout work, right, the co learning, we thought we said, Turn to the person next to you. We said sorry. Away from the like, turn to the person next to you. And instead they all said, Well, can we just get up in form groups based on what we want to talk about? And they did. Oh, yeah. Okay. Well, anarchy way. Well, let’s just go with it. Well, yeah. Community wants it. We’re supposed to hold it. It’s supposed to be supposed to be learner, too. What did you say? Audience to learn a teacher. I was wondering if you’d said no. You lose all your bona, fide, all your credibility Credibility. Yeah. No, it was so much fun, to be honest, I don’t know. I’m lecturing. We’re doing it my way. Um, okay. What else? What else do you want to go, Debra Day of? Tell me about what they have. Looks like we still got a few more minutes. Why don’t you want to give me a model? Work with her? You wouldn’t listen. General Health care. Mom, Your healthcare mind your model. Our nurses, nurses training day on on infection prevention, post surgery. So a couple of key pieces start with sending expectations. Make sure you have different voices the day off, and then make sure that there’s time built in for the teacher. Loner, loner, loner, loner, teacher. Right. So if you start with setting the expectations that setting up the room at the beginning, what’s gonna happen is structured time now, as Lucia was describing. But is it always where there’s structured time for the cold learning or you can’t just raise your hand and say, I have a point that I had used my downstage hand again. I have a point that, uh, that I want to make to the group. It doesn’t work like that. I think that’s informal elearning if you want to set it up for sort of formalized elearning that I do think we need some structure. Okay, Yeah. And so once you set up the day and then perhaps you’ve set the stage for what is actually gonna happen. So maybe there is a little bit of a training for 15 minutes. In the beginning, that’s like, this is the information you have to know. And then and then the important pieces. Well, how are you going to take that and add to it by the goodness of the intelligence of the people in the audience? And you have to build. You have to bake that in in some way, whether it’s an activity and there’s lots of great books on, like how to plan these kinds of activities where people learn from each other, um, or whether it’s an ideation exercise right and people spitball ideas. And then they turn to each other and talk about them. And then they iterated again, whatever it is. So that’s their learning from each other. And then at the end of the day, there has to be some way in which the learning is consolidated. So there’s the learning, Frito, that happens, happen stance in different groups. But then they have to learn from each other. Like, how did the groups each develop? And how did they exchange of information with each other? So you have to You just have to organize it. Facilitated is there Is there a resource that you gave out or that we can refer people to their white paper? Awesome, Reese. Okay, what is it? Tell us. Where can we find I? Actually, the first name that I can’t That was the multi multi directional bingo card. Okay, I know. It’s just basically a It’s a chart. And we, um we list 88 different traditional events, and then we have every every dynamic teacher to learn a learn a teacher Lerner, Lerner and so in the chart, the goal was to have the participants took him. Plead how feels different exchanges are happening for each one of these different traditional events. And so, yeah, we do wear working. Listeners find that it’s on. It’s in the collaborative, knows that it is in the collaborative notes. So you go to end 10 dot or GE go to the euro in the 19 multi-channel half, and then you know you’re well, we’re in 1980 CEO, and then your your session hash tag is multi path. Okay? And that’s where this resource is. That bingo card called a bingo card anymore. It doesn’t look like you find only because we were using that as our as our game as I workshop piece help the because depends to begin to start rebuilding their events. All right, we’re gonna leave it there. We’ve identified the resource. We’ve defined what the anarchy looks like. So I encourage you do not have the ego that I have and actually attempt this. Try this because we can all learn from each other. You couldn’t learn from each other. There wouldn’t be podcasts. That’s what much Give your altro out your outro. Deborah askanase, seated next to me is social impact Manager for capacity building programs. at Oracle Net. Sweet Machiko Phillips, his program manager for NGO source and grantmaker success at Tech Soup, NGO Source and Kevin Martin is the technology program manager for Jay Camp 1 80 which is a program of the Harold Grinspoon Foundation. Thank you so much, Thank you. Thank you so much. Thanks to you for being with Tony martignetti non-profit Radio coverage of 19 NTC. All are 19 ntcdinosaur views are brought to you by our partners Act Blue Free fund-raising Tools to help non-profits make an impact Thanks for being with us next week. Another good one. No firings. If you missed any part of today’s show, I beseech you, find it on tony martignetti dot com Responsive by Wagner c. P A is guiding you beyond the numbers. Regular cps dot com by Cougar Mountain Software The Knowledge E fundez They’re complete accounting solution made for non-profit tony dot m a slash Cougar Mountain for a free 60 day trial and by turned to communications, PR and content for non-profits, your story is their mission. Turn hyphen to dot CEO. Our creative producer is Claire Meyerhoff. Sam Liebowitz is the line producer. Shows social media is by Susan Chavez. Mark Silverman is our Web guy, and this music is by Scott Stein be with me next week for non-profit radio. Big non-profit Ideas for the other 95% Go out and be great. You’re listening to the talking alternate network. 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Liz Polay-Wettengel & Karim Lessard: Getting Buy-In TDissent tactics. Rebellion. Resistance movement strategies. You’ve got to take risks if you want to move out of the past with fresh ideas that are supported within your org. Our 19NTC panel has examples of successful and failed risk taking. They’re Liz Polay-Wettengel with Interfaith Family and Karim Lessard from 7 Simple Machines.
Peter Schiano & Ilene Weismehl: Your Tech Committee Peter Schiano and Ilene Weismehl say you need a committee to keep you alert to areas where you can better leverage technology. Your committee’s agenda includes budget, security, projects underway, and training. Peter is at Tech Impact and Ilene is with Community Catalyst. (Also from 19NTC)
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Hello and welcome to Tony martignetti non-profit Radio. Big non-profit ideas for the other 95%. I’m your aptly named host. Oh, I’m glad you’re with me. I’d be thrown into oppcoll mope Legia if I saw that you missed today’s show. Getting buy-in descent tactics, Rebellion, resistance movement strategies You’ve got to take risks if you want to move out of the past with fresh ideas that are supported within your organ. Our 1990 seep panel has examples of successful and failed risk taking their Liz pull a wetting gal with Interfaith family and Kareem Lassard from Seven Simple Machines and your Tech Committee. Peter Schiano and Eileen West y Smell. Say you need a technology committee to keep you alert to areas where you can better leverage tech. Your committee’s agenda includes budget security projects underway and training. Peter is that Tech impact and Eileen is at community catalyst that is also from 19 NTC Tony stick to Living Trusts Responsive by Wagner C. P A. Is guiding you beyond the numbers regular cps dot com I saw your eyes roll when I said Living trust. Do not do that. I didn’t know I roll on the preview to the Tonys. Take to you. Hang in there until Tony Stick do, and you’ll see that there was no need for that. I roll that I just saw Who else was sponsored by by Cougar Mountain Software Denali Fund Is there complete accounting solution made for non-profits tony dot m a slash Cougar Mountain for a free 60 day trial and by turned to communications, PR and content for non-profits, your story is their mission. Turn hyphen to DOT CEO. Let’s go to getting buy-in from 19 NTC. Welcome to Tony martignetti non-profit radio coverage of 19 NTC. You know what that is? It’s a 2019 non-profit technology conference. You know that we’re at the convention Center in Portland, Oregon, and you know that all of our 19 NTC interviews are brought to you by our partners at Act Blue Free fund-raising tools to help non-profits make an impact. You know all that. What you don’t know is that I am now with these Pele wetting gell and Kareem. Lassard is vice president, digital strategy and content at Interfaith Family, and Kareem is the CEO at seven simple machines. Welcome, Liz Karim. Welcome to the show Thank you. Thank you very much. Pleasure. Pleasure to have you. Your topic is you want a revolution. I want a revelation getting the buy-in you want. I love buy-in topics. Yeah, I’ve had a couple. Last year, there were two women. Um, I thought I’d write their names down, but, uh, way tagged them the buy-in bitches. That goes really well with what we’re talking about. Two. Okay, I hope it does more than you think. You know my Really Okay. Okay. Excellent. Uh, yeah, they were They were very into it, and it just it developed during the show. They didn’t come in being the buying bitches, but they left being the buy-in. Um, all right, so Oh, here they are. I didn’t write it down so I can call my own notes my own podcast that I wanted to because I want to shout them out. Carrie Lewis and Larry Koch. Last year’s NTC They were the buy-in bitches because they had the exact same topic. Um, you you you have something called descent tactics and resistant movement strategies. All right, we’re gonna get into those. Why? Let’s let’s start with the basics. But I’m teasing. I love resistance, movement strategies. This sounds like anarchy. I love it. Anarchy goods put back. Yeah. Okay, So since was said that I’m gonna for the benefit of the listeners who don’t have the multi color for color video. Lizzie’s hair will you describe the color of your hair? The colors of your hair? It’s what are they? Blue and purple and a little bit of pink. And it’s it varies. And sometimes it changes month to month because it’s very interesting. I’ve got a lot of compliments on your eye. Shadow matches one of the colors in the air. Yeah, Booth was matching blue in there. All right, So, uh, why do we have to have a top wise boys buy-in so damn important? Karim, let’s start down the end with you. Why is this so put your CEO. Yeah. Why? You got way? Why you all of you so much trouble. Why can’t we get your attention, right? Why can’t you? Why can’t we get you to believe what we know? To be fact, you know, that’s a really great question. Buy-in is absolute critically important because it doesn’t matter if you have a great idea. If you don’t have the sort of allies behind you. You’re not gonna go anywhere with. It’s going. It’s going nowhere. Um, so that’s we spent a lot of time in our in our presentation talking about what are the different tools that you need to bring in to make sure that you’ve got not just buying that, that you’ve got the ability to articulate your vision, your idea. Get that buy-in but also so that you yourself believe in your vision as well, right? Because getting you to believe and the way you pitch it not not not humbly Percent. We’re gonna get okay, I can’t. So far, I’ve done roughly 30 interviews. I’m doing 37 this whole conference. We’re done roughly 30 so far, and I would say it’s every second or third interview. You gotta have buy-in from leadership. Absolute. Got to get the buy-in because and I mean, that applies to any program. Whether it’s checker, it’s fund-raising, our program, its operations. If if the C suite doesn’t buy-in, you’re going, you’re hardly going anywhere, or you’re going nowhere and and buy-in and this is not just the C suite. It’s also your co workers. Your constituents It’s everybody you need to have the buy-in in orderto have that buy-in really have to believe in the idea that you’re you have to believe in it. All right? So I don’t know. Does that lead us to dissent? Tactics? Sure. Can we go there? What is this about his descent tactic? There’s, Ah, there’s a lot to be learned from from punk rock, right? There’s a There’s a lot to be learned about believing in what you’re talking about, believing in a little bit of anarchy. You’re a musician or am I Am a handy. I played both bass and drums. Where what’s the band? Come, I don’t have a band. I actually just play around. I play with Ladies Rock Camp in Boston and, uh, really support some of the stuff that they dio. It’s really fun. I play for myself, and it’s just a really good outlet. So you could have called this lessons from punk rock. I could have called this lessons from punk rock, but if Karim would you? I don’t know if you would buy into that, you know, the best way would you appear of bought into that? I would have loved to buy into that. I’m actually a former banker, so I love the fact we’ve got the punk rocker in the banker in one place. Okay, Okay. Former bank former. All right, All right. So acquaint me with us, please. With the descent tactics. So there’s there’s lots of different kinds of dissent tactics, and, you know, some of them you can use some of you can’t. You certainly don’t want to use any violent, distant tactics. Okay, but there’s a lot of buy-in that you can get theirs theirs direct descent tactics where you Okay, give me some examples. So some examples are you stand up to your CEO and say, No, I’m not gonna do that. And just very directly, just descent. There’s a lot to be said for that. For having your voice and being convicted enough in what you believe in. That’s not being humble. That’s not being humble at all. No, And you can’t really be humbled. This is a situation where you have a disability and modesty. It doesn’t no place it has no place here. And some of the stuff that we talked about also in this session is about really believing in yourself and having a voice and having chutzpah like that’s what we talked about, really is really just like having the Do you like the booth balls? Todo You weren’t gonna be offended. You you were. You were 8/10 of the way there. I turned a career before. This is the way they’re have the balls. I turned to Karim earlier, before we started, It was like, I can’t curse. I have. You can’t stop myself from cursing this time last year. Well, we did say buy-in bitches, but But that’s not one of the FCC. Seven words. But this time last year, non-profit video had I am enough of affiliate stations. So we’re bound by the FCC. So we couldn’t go too much further beyond bitches. But this year now, the bilich program has ended way had, like, 12 15 stations and that really got to never scale. So we don’t have so we’re not bound by that. So you can Okay, thank you. Can’t swear. So another way that you can apply to send tactics to what you want to do is repetitive, repetitive descent actives repeating over and over. What? This idea is what the change you want to make is being repetitive and being thoughtful about what you’re repeating. Because the more you repeated, the more people will buy-in, the more they will want to listen to why you want to make this change. Why this is important to the organization, to your department, to your idea on dhe. Then there’s also solution based descent tactics where you have an answer and you have a proven answer. And one of the things that we talk about is putting those tools together. Have those solutions in front of you so that you can say this is what we should do. This is why we should do it. Here’s a solution we should expect. It’s time for a break. Wagner, CPS. They’ve got another free webinar. This one is on August 21st. Fair Labor Standards Act nuts, bolts and updates. You want to calculate the regular rate of pay and overtime for employees correctly or for yourself? You want to understand paid versus unpaid time. And of course, there’s a lot more in the webinar. You goto Wagner cps dot com, Click Resource is and upcoming events. If you can’t make it live, you need the archive, go to weather cps dot com Click resource is and reported events simple. See the symmetry there? All right, now back to getting buy-in. This is provocative stuff. I love this one that’s helpful. Isn’t coming to have someone come with a solution and not just not strictly a problem. Yeah, we talked about that. You know, if you are if you have ah, a dissenting opinion and and you don’t have a plan, then you are a contrarian or a malcontent, right? You need to have a plan. And so will we spend our time talking about in the session is is that you’re gonna have to have a plan to be able to execute on your vision And by the way, having a vision that is separate than your organization, That is a form of dissent. And you just have to accept that you have to accept that you’re dissenting having say that again if you have a vision that is different than that of your organization, Yeah, you’re dissenting and so own that. Be punk. Rock that way on that. And then let’s start using the tools to get your plan put together, OK? Eso if we’re if we’re gonna use these descent tactics on again, I’m saying this as much for myself as maybe maybe not the others. Maybe, but that this is not only when you’re going to the C suite. This does apply for your peers, your colleagues, those working for you, with you and as well as above. Okay, yeah. I mean, part of part explicit again. Part of dissenting and backing it up is having a story. It’s also about having allies. You need to have allies you need to, like, build your There is strength in numbers. You need to build your band of a bunch of people. Want people believe this is true. That’s more persuasive than one person believes, right? So, starting a revolution, right? That’s what we’re talking about here, starting a revolution. I want a revelation, Right. You have to have your band of brothers, right? Your band of sisters. You know, your brothers and sisters who are who are at your side with their swords as well, believing in what you’re talking about. Their sports says words lorts lorts There’s a w in their report of the country sports s words towards. There’s a feeling there? No, but every word I’m a native New Yorker world York I’ma Nugent, New Jersey. I’m Swartz lorts. You know you’re not backing off that doubling down on sports? All right, I’m descending. Okay. Dissenting from mirriam Webster. Hey, Doesn’t get any rock solid than that. I mean, bedrock America of truth telling. I will fight that with with my story and my guts. Tell me you have some examples of rebellion. Let’s let’s digress a little bit. Karim, Tell me. Tell me one of your the example stories you’ve got. One of the stories is actually and we’re talking about punk rock. We spend a lot of time working with intra preneurs. People have great ideas like within their organization. And this 11 woman that we’ve been working with in particular, had been just battling in her industry for years for, like, 10 years to try to get a shift in how in a workflow very, very basic shift in workflow so that they could actually spend less time doing sort of administrative tasks and more time providing care for patients. And she really didn’t have all she was doing was complaining about it for a really long time. And finally, once we were able to start talking to her about it and building a plan, we were able to put together a a solution that saved a huge amount of time from this workflow in her organization. We think it’s going to shift the industry for, um, and now all that frustration. All that aggravation that she’d been experiencing for the last decade is now sort of coming coming to fruition because she’s she’s got a plan and she’s executing on it. What’s the work at seven simple machines? What do we do? Lots of data aggregation across disparate systems. So it could be It could be. You’ve got different payroll systems. You’ve gotta see Aram. You’ve got applicant tracking systems. All of those things need to be brought together into a single platform so that you can make sure that you’re turning data into actionable information. Okay. And how was it that you were working with this woman in health care? You know, we didn’t start in healthcare. We started. This is a woman that that I knew by by friendship, and I couldn’t listen to her complain anymore. You said a decade, A lot of pain. It was a lot of complaining, but then we started talking about it professionally, and we started putting it together, and it felt like a real thing. And lo and behold, it is a real thing, and it’s it’s taking root within that within the industry. And so if you’re complaining about something for that long, something has to change, right? So you have to have the idea. Put the idea together. You could be the one. If you’re complaining about your systems, if you’re complaining about you know the way that your organization is doing something, put a plan together to change that, it can be you. It doesn’t have to be somebody else. You can be the change. Absolutely. It starts with you because if it’s not you, who else is gonna do it? There is nobody I learned in the old Boy Scout rule. I learned there’s nobody named somebody else. That’s right. Somebody else not gonna pick up trash on the trail. That’s right. And so why? Why wait for somebody else to do it when you could do-it-yourself? Yeah, and you’ll do it best. Absolutely. Okay. It doesn’t require amplification. I agree. Absolutely white white. I’m not gonna amplify it. Um, okay. Resistance, movement strategies. What? I like you did. You did dissent. Tactics? What a resistance movement strategies, Corinne Well resistant. I mean, those air detent tactics, right? It’s the same thing. But anything you repackage, it’s, well, it’s it’s descent. But then it’s being methodical about it because you can’t If you think about people that have been revolutionary, no one’s doing it themselves, right? It’s a matter of like taking descent, being orderly about how you assemble what your your vision and then sharing with your allies and then acting on it. I mean, you know, Joan of Arc wasn’t by herself, right? Harvey Milk wasn’t by himself. You know, they all went through this process of finding their allies, starting with the scent, but then having a story that they could share, right, And that’s the thing. We work really well together. Listen, I do because I have some of these tools, but Liz is is an amazing storyteller, and you can’t. It’s not just a simple custard of writing something down in a grid. You have to be able to share the narrative if you’re gonna engage people in a in a very purposeful way. And the story is usually emotional. It’s a motion based. There’s if you’re complaining about anything within your organization, you have an emotion about that. So there’s a story to tell on this woman woman you were describing, Karim. Yes, she stayed there 10 years. Somebody else might have left. Yeah, she was doing it for 17 years complaining about everything. No, she was in the industry for 17 complaining for 10. But it was actually, though is very funny. It was really almost an act of love that she stuck it out. I mean, she cared about what she was doing to the point that she she almost couldn’t let it go. And while that story is about something in health care that really applies to non-profits because most of us are here because we believe in our missions and we love what we’re doing. We love what our organization’s air about. So sticking it out of love and telling that story about why something needs to change. That’s impactful. You’re gonna empower people who hear this. I know you are. You could be the buy-in bitches. Dude, that’s a one way s Meyer is part of the buy-in bitches. You got to be two way already. Got the original metoo buy-in, which is a hey is better than two buy-in bitches be to metoo. Um, okay, so let’s talk strategy. Okay, You’ve got Let’s say you’ve got Ah, but you got to start getting your peers together, so we gotta get some numbers. How did how did you get this and get myself started? Well, you start by creating the story, so you create the story that you need to tell, and you just sort of socialize it. You know, a conference like this is a great place of socializing idea because you’re around people who think similarly to you, and you can socialize an idea. You know, I was thinking about this. What do you think about that? That socialization can either manifest in different ways. You can booster story and help you move forward, or it can give you a different way of thinking, so it helps enhance what you’re doing. So so that’s a really good way to crowdsource. Yeah, crowdster kruckel crowdsourcing. I was gonna add to that. You know, one of the things, especially this is a technology conference and we use We talked about using the agile development methodology and being agile capital A being Angela, you can start with something very simple. You can start with just a hey, what do you think about this? You start with something simple, but then, if you’re willing to liberate, if you’re willing, Thio, try again and go back, take some learnings. Um, and can continue. Iterating. What starts out as a conversation between two people here at at NTC can turn into a ah, whole new platform by a revolution. A revolution? That’s right. Okay, that’s what we’re here for, right? So let’s say now you’ve got your peer support. They’ve come on somewhere unwilling. What do you do with their? Well, what do you what do you do with the recalcitrance? Leave them behind Kareem. Everybody who works for the council, it’s well, it’s funny, so that that’s part of it is one understanding your stakeholders are going through an identifying cause. He didn’t have to identify who champions are potential champions are you have to be able to know who you’re sort of collaborators are. But then you also need to know who the challengers are too, because you don’t call them enemies, Enemies, enemies too strong. Because you know what? You don’t want them to be. Your enemy sounds so permanent challenge. So by identifying the challengers there, they probably have some good reasons for challenging. And you need to understand those. You need to understand what’s in it for them. You know why? Why? They’re standing up to fight, because you are gonna have to overcome objections. Absolutely every single time. So you’re learning as you’re going. Yeah, and you need to be open to listen. You need to know cannot be open toe listeningto challengers because the challengers could really make your idea stronger. They absolutely will. They will. They’ll make your argument stronger, at least, you know, And they might make you right. You right there might strengthen the idea too. So internally for me, I turned to my CEO to challenge me when I have an idea. When I have a crazy, wacky idea of what I want to do, I turn to her because I know that she’s gonna challenge me. But it helps me think through that idea even further and makes my idea even stronger. You have you have some examples of? We’re gonna continue our process. I’m not leaving there, but I’m digressing a little bit. We’ll come back. That’s my responsibility. Get us back. Success, successes and failures in risk taking. You tell your dad cerini told the last neo-sage e-giving carrying Karim has a good failure story. I’ve got several just taking it. So actually, my father was a very politically active guy back in the back in the sixties. Um, and he first of all, he did decided take over the student union building at Cornell with some friends of his with the Black Panthers. That was That was not a well thought out plan because he could no longer attend that school. Right? That was a that was That was a short sighted aggregation of your allies. Is there? Is there a Is there a title to this movement? This this particular action like, is there a Wikipedia page for this action? There is. This is the What’s it going? Is it the Black Panther student union Take over at Cornell. Cornell? Okay. Yeah, it was It was about There were there were guns. Okay. Not well thought out. Not not well thought out. Okay. But then, actually, so interestingly enough, he did have, like, later on, he became a doctor and he actually started setting up methadone clinics in the Seattle area. And the whole point was to be able to provide a service that he thought was really important to a marginalized community. So this was important to him on, and it was more well thought out. Except it was also still Filoni ous right? So he felt like he felt like he was doing the right thing and he had the right allies to get behind it, but it was still against the law. And so this is one of those things where you have a great idea. But even if it’s a great idea and it might seem objectively like it’s a great idea, you really have to doom. Or you have to have a plan to goes from beginning to end front, back because otherwise, you know it’s only a matter of time before you end up in federal prison. What’s your Your dad is still living. He’s deceased. I was gonna ask what’s his next action gonna pay but carries on you carrying on? Look at you talking about. He would be thrilled that you’re talking about dissent and and revolution. But that’s the idea to do it inside the system. And if he had a thought out plan, he would have thought Just tried to change those laws first before go ahead and going ahead and opening this clinic. So if you have that plan of what goes where, then your idea can really come to fruition in a really impactful way. Okay, Okay. All right. Let’s go back to our process. We’ve got our strategy, will go back to our strategy. We’ve got our allies now. Now we need to persuade leadership. Is that the next stage? Yeah. The case, Yes. How do we open the door? Let’s say the leadership, Maybe they’ve heard some rumblings, but they didn’t take notice for whatever reason. So how do we open the door? Formally, you walk in that door and you start to speak. Because if you don’t believe in your idea at this point, if you don’t believe in what you’re talking about, if you don’t have your plan in your strategy than what are you doing with it? Can’t just like, take it and put it in your pocket. You have to open your mouth. You have to make a meeting. You have to have a conversation. You have to have the balls to walk into sea seaweed office and say I have an idea. I have a plan behind it. I have the reasons why it should be done. And you should listen to me. You need to be able to have that. That ability to walk in that door. What ultimate confidence? Yeah, and one of things we talked about this session is using. You know, I talked about coming from banking, using corporate tools t ve eloped the metrics that you need to be able to make your case right. So being able to make your case from a from a potential upside, But we also in a very downside risk avoidance, right? Those those are other things that you have to be able to communicate. Like the cost of doing nothing, right? That’s a thing. We’ve all we’ve all fought against. The way the opportunity cost. Absolutely not of that acting. That’s right. But you have to believe in that. You really have to If you’re going to go through all this trouble to go through what we’re talking about about this strategy. To get there. To prove your idea to yourself, you need to be ableto voice that you can’t just put it in your pocket. If you believe in this idea enough, you’re gonna walk into that C suite, you’re gonna walk into the board meeting and you’re gonna have a conversation about this and you’re gonna have the idea and the plan to back it up. You do believe in it. By now, you’ve been cultivating the idea among your peers, right? So have the ball, right and yeah, not not be. Ah. Well, we already said not be humble, not be modest, but exude the confidence. You know, in the passion. Don’t be afraid to show you that’s what I’m trying to be afraid to show the passion for your idea. That’s right. Okay, I’m in. I’m in the CEO’s sweet. Now it’s, you know, a formal setting. I have to be professional. And you know what? Whatever that means and and modest and no, no, you could have passion. I mean, it’s persuasive. Let them feel the emotion right. And in my own experience, having that passion means Maur to the sea. It’s just people in the C suite or on the board because they see how invested you are and how much you believe in that and having the allies behind you that also believe in that is powerful. How do you, uh, how do you convey the numbers that are about that air with you? Just say, you know, eight of us they’ll come in if you want. Is that good enough for you because you go in and Mass? Not in the first meeting. You don’t neo-sage storm the c suite storming the jail. That’s the ale. Um, okay, but no. But But you do talk about the numbers I’ve talked. I’ve talked to Liz and Annie and Joe and Pam, and they all agree, And you could ask them and it’s it’s prototyping and it’s surveys and it’s hot. It’s really aggregating that information. You have to be able Thio tell a credible story that you’ve got some supporting proof they’ve got to be able behind. You might not have him show show up there, but if you can relate the stories if you can aggregate the people that are that are in some meaningful way that that really helps a lot. And I do want to add that sometimes it’s not even just going to the C suite. It could be that you’re at in admin or managerial level, and you have an idea of your department. It could just being going to your boss. It’s not it’s not. It doesn’t have to be as big is walking into a board meeting or C suite. It could just be using these tactics and to put forth an idea that’s just for your department. Okay, for sure, you know, So I like to think they I like to think big, too. But I also want to bring it by institutional change. I want to bring it back there. It could start with Justice Department change. You know, it could start with a changing A system for volunteermatch management. It could be very simple. It doesn’t have to be a big idea. It could just be that you need Thio. Could be. You know, I want to be able to store my lunch for a week in the community refrigerator, and I have a way that we have a law. We have a policy that knows no personal storage overnight, right? Okay. It can be simple. It doesn’t have to be this elaborate change. A large organization. It can be simple. Like I want to store my lunch for for a week. Here’s my idea. And here’s the plan on how we could make that happen. And in the spirit of being agile, the power and that is with starting something with something smaller, something modest is that you get that success. You get that win, you go. Oh, wait a minute. I was able to do that. You got the wind at your back, right? Right. I may change. Why stop here? There are other things that I feel passionate about. Besides, my curdled yogurt changes and always have to be big way love. Big changes. But change can start really small, too. He’s going on a sword for his old yogurt, especially the Greek on my final lactose free one toe. Let’s get the green valleys going belly. Okay. We have, like, another minute and 1/2 or so. So, um, we started with you, Liz, didn’t we? Yeah. So, Corinne, why don’t you give us a wrap up you have to be too sure. You know, take a minute or so wrap us up yet the thing So that the title of the of the session is you want a revolution? I want a revelation. And the thing that lives articulates just really well, at the end of the presentation is that the revelation is that your voice matters and being able to see that evidence of your idea with dissent from the common opinion to see that idea coming to life is a revelation when you’re acting on it. And so, like, we’re just saying you establish a foothold by doing it. Maybe in small ways. But then, as you apply this process and you repeat it, you iterated, you can make bigger and bigger changes. And that’s the thing that we want people to carry. Okay. Okay, So are we. Agreed? You want to be the buy-in bitches? Be too sure. Okay. Yeah, totally comfortable with that. I’m comfortable with that. Okay. Okay. I’m gonna I’ll I’m gonna check with you before we march promoted that way as I did as I did with I want to shout out again, Carrie Lewis and Lower Koch. I asked them. Do you mind if I call the segment buy-in bitches? And they both emailed me back and one was in a new employer. And she said, Yeah, let me check. It was so I’m totally fine. We’ll check again just to make sure. All right, So, uh attn least preliminarily buy-in bitches v two They are Liz, pull a wetting gell, vice president of digital strategy and content and interviewed family and Kareem Lassard, CEO at seven Simple machines. Thank you so much, Karim. Thanks. Thanks so much. Thank you. Thank you for being with Tony martignetti non-profit radio coverage of 19 NTC. All of our 19 ntcdinosaur views are brought to you by our partners at Act Blue Free fund-raising tools To help non-profits make an impact. We need to take a break. Cougar Mountain software maintaining separate accounts for each fund-raising. Daily expenses reporting to the board. These air all a challenge. That is why Cougar Mountain created Denali Fund to get you past these challenge ages. It’s your complete accounting solution. Specifically designed for 501 C three non-profits. They have a free 60 day trial at the listener landing page. Tony dot M a slash Cougar Mountain. Now time for Tony’s Take Two living trusts. Now, as I admonished, no need for the eye roll here. Um, you know, I always say that place to start your plan giving is with bequests, and that remains true. No changing, no going back on that. But if you decide to go a little further, these trusts, these very simple trusts can be a good next step in planned e-giving. We call them living trust. Sometimes they’re called revocable trusts. These things are set up by people who wanna avoid having a will, right, so they put everything into their trust. If it’s done right, a lot of times it’s not. But let’s assume it is because because they’re working with you so they know what they’re doing. So they put everything in their trust when they die. What happens? Well, just like a will. The trust says where everything goes, including where you know the residue, the residual whatever’s left after after gif ts to spouse and children, grandchildren, whatever’s left. That can be your charity. You can be the remainder beneficiary of these trusts and, uh, just like a will, because we say remainder beneficiary doesn’t mean we’re talking about pennies. There could be a lot of money left in the residual estate, all right, and that can be divided up and your charity can get a piece. I just had a client. Got $300,000 as, ah, residual beneficiary of these of a living trust, right? There’s a lot more on living trusts on my video at tony martignetti dot com. If you’re gonna roll your eyes, then don’t go to the video. I don’t want to see that, but these can be a valuable, valuable plan gift. You know it’s your life. The video is that tony martignetti dot com That’s all I’ll say. And that is Tony’s Take two. Now it’s time for your tech committee. Welcome to Tony martignetti non-profit radio coverage of 19 NTC. That’s the 2019 non-profit Technology Conference. We’re coming to you from the convention center in Portland, Oregon. All of our 19 ntcdinosaur views are brought to you by our partners at ActBlue Free fund-raising. Tools to help non-profits make an impact with me now are Peter Schiano and Eileen Y Smell. Peter is project manager and consultant at Tech Impact and Eileen y smell is the knowledge and database manager at community Catalyst. Catalyst, That catalyst kind of cannibalistic catalyst. The catalyst. They’re not cannibals. Um, these When it goes well, Peter, Peter and Eileen welcome a pleasure to have you, um, our tech committee. Let’s start with you. I mean, what what? Why do we need a tech committee? There’s multiple reasons. Part of it is to ensure that staff are engaged in the process, to be sure that it’s not just held in the tech world, that you’ve crossed programmatic and cross functional staff who are involved in decision making and exploration on and who can also serve as ambassadors to the rest of the staff. Okay, okay. Bringing tech to the broader community. However, we define whether that’s just internal or external. I should have said that your workshop topic is moving your plan forward Tech committees that work, Peter. Anything you want to add? Thio do our headline, and you’re thinking about why a tech meeting or what it does when I talk about it often use the roots metaphor. And so the tech committee draws needs and pain points and requirements up from the roots, including requirements for new applications you might be using. And then it nurtures the Tech that’s available back down all the way into the organization. So they’re the purpose. The Tech committee is to keep that conversation evergreen about tech within the organization across in all the way down to every stakeholder. So it’s not just the purview of the vision leads or of the department leads or of the I T team, but they’ve got a conversation. If you got an idea, you know where take it, take to the tech Committee. Okay, Who belongs on our tech committee? That’s a good question. Let Eileen talk about how they chose who they’ve got their start there. Okay, so we looked both cross organizational. Both cross programmatic and cross, some functional. So we have senior managers in there, some people from our executive team, admin staff, and then feel team members, people who are actually doing work on the ground since they all bring a perspective of help us ask the right questions for the work that needs to be done. OK? And how many people is that we have seven people on our team? Okay, meets Does a tech committee meet regularly, or only when their tech issues. So are there. Always. DEC issues making. That’s all of the above and our team and Peter and I’ve talked about this is less pure tech and more governance. So we meet, um monthly. We have a right standing monthly meeting, and it’s high level strategy. So there were asking them questions like, What are the questions that are keeping you up at night? What air the problems you need to solve and then exploring ways that the tools can meet those needs. So for them, it’s it’s a little It’s not a how to use. It’s really exploring what the needs of the organization that needs our eyes. The committee led by or facilitated by by you. Okay, Is that is that a good practice? You think you have a tech person leading it? Well, in my case, I’m I’m kind of I’m an accidental techie, so I kind of bridge both worlds and that I’m the database manager, but I’ve worked in development. I’ve worked in other areas, so I think I think it e I don’t think it has to be someone in my role, but it is working well Yeah, Peter, I would think that that’s probably better Practice. Like to have a I mean, people are gonna be invited a ll the diverse groups that Arlene is describing gonna be invited to a tech committee. Now that I think about it, they probably expected to be led by someone who works in tech. Yes. So in our experience that the important thing is it needs to definitely be lead from within the organization. And it should be. It’s ideal. If somebody is a tech organization tech background that leads it, that’s not critical. I think what is important is that they have access to somebody that can advise them and participate that has that tech backgrounds. Look, if you have a nightie leader, that person can convene it and you’re all set. If you don’t have a nightie leader could be any program or executive leader. Anybody that wants to lead the organization lead the tech committee, but they need to be able to season those ideas with somebody that has tech depth and experience that can come from their board that can come from a volunteer donor. There are We offer a vote for virtual CEO service tech impact to be able to offer that kind of advice. But you should have somebody there that season it with. Think about the security implications. Think about what you’re trying to do has been done elsewhere. You don’t to reinvent the wheel dunk. Oh, customers. Plenty of great free software. Inexpensive, suffered will solve your problem. But that shouldn’t have to be the person. It leads it necessarily. Okay, how about the frequency of meeting you have Month only seems to make stands you want you wanna have, Ah, drumbeat. Where you’re constantly thinking about what’s important, what should be prioritized. How are the project that we put in flight? And the tech committee itself doesn’t execute every project. Their their job is the surface needs pick direction and then call for action. But they don’t have to be the one doing all the lifting. Right? Right, Well, because they’re not all technical mazarene was describing. In fact, most or not, you’re the only person on the committee I mean, yes, but there are people there, super users on the committee. So there are some people who are very savvy and understand the technology, so they’re not officially but they’re in the Luke. Okay, okay. Yeah, sure. The committee is not That is not a project management committee. This is surfacing. As you said, Peter surfacing needs you. Both said bring needs. Bring needs to the leadership. Is it sort of? Is the committee sort of maybe both. A buffer and a liaison between C suite and users. Is there any of that when you bring the needs? If you’re surfacing, needs thes needs to be have to be funded. That funding is gonna come from the C suite. So is that Is that one of the committee’s rolls to make make the case for the for the needs that the committee is identified, they might make the case. But also, you have to say that not everything that gets elevated in this group is going to become the next-gen did or a priority, even a priority. So, you know, if it becomes something where we say this is the way it is and they would help make the case, it wouldn’t necessarily be funding. It might be just making the case of how we can roll this out. It might be, you know, in the case of if you’re using a C. R M and might be just using it in a new way where you wouldn’t need funding, but you would need other staff engaged. Yeah, I think the Tech Committee they discussed the tech budget. They should be a voice in the tech budgeting process. They’re trying to set priorities for tech for the organization. So absolutely, that has has to have close contact with executive leadership. To be able to get that funding and then also buy-in for other resource is like time and priority and behavior change. It’s the hardest part. If change isn’t lead from the top, it won’t usually stick. And so it needs to beat your needed from the bottom. But then, once the commitment is there, you’ve got a lead by example from the top. And if you don’t have alignment with the executive team, then you’re not gonna be successful. Probably Eileen, how does your committee prioritize different needs that do get surfaced? So we, um, it has to do with really? Because they’re our capacity limitations. I mean, that’s some of it is like, what are the things that if we don’t do them, the work’s gonna stop I mean, that’s sort of where it’s at. In our case, we actually identify two priorities that went to we created really project management, working groups that then did implement, then did take it further. So it’s a kind of things that just get in the way of moving the work forward. That’s that’s how it is. And if it’s a nice toe, have, then that gets moved further down. Okay, so you have to arbitrate where everybody who brings a need feels that their priority, they should be priority number one. Right? Because you, Peter, you said that the organization has a place to bring its tech needs, right? So, uh, program fund-raising, other operations of finance legal. If you’re that big an organization and they’re all bringing needs, they’ve all got needs. And then to them, these are all. Each one is number one. Yeah, I’m one of the things that committee as the arbiter of these competing right. And one thing that’s that’s a helpful part of that process is they put together a backlog and that backlog. It’s re prioritized over time, and I’m a fan of encouraging those teams to publish their backlog and give people a sense of what things you’re thinking about. That helps that helps people get used to the fact that change is coming. So it helps with resistance to change. And it helps people think about. Boy, if we’re going to do a new donor management system, maybe in six or 12 months I’m gonna talk to my friends about what they’re used. Do they like it or not? Where if you tell me it’s starting tomorrow and I was much time to get engaged, and I could be thinking about how is that gonna affect my job? And I can be a better participant in that requirement gathering if I’ve had some time to soak on it. So it’s not always the world’s worst thing that things don’t get worked on right away. Sometimes you get a better outcome if they had a little bit of soak time, even if they don’t ever get him. At least I know they were heard. I meet on the list and I agree the other stuff is hopefully important. They’re working on instead, and you get a sense of transparency, which is nice. That’ll help assuage and also and has other benefits too. But terms of you know what I was asking about. People feel better. At least they heard their priority got on the list. It’s not where they want it to be on the list, but it made it session. I’m going to after this is how assessments can help build adoption. And that’s that’s that’s I think they’re gonna talk about what we’re just talking about. People are involved in the requirements gathering. They’re more likely to buy-in on its when it’s time to actually go implement and go live. Okay, I think a part of your session was Have you done in your session already? It’s tomorrow. It’s tomorrow. Okay. We’ll be approaches to craft rushing requirements and s. So how how do you encourage ideas to come? That is, that. Is that What is that? What approaches to crowd sourcing requirements that I’ll speak for that one? I guess so, Yeah, that’s the committee. Whichever parts of the committee are going to be touched by the software, it’s only finance. You wouldn’t go gather a lot of things from program if not to be involved. But for every area that it touches, say serum, it’s gonna touch everything. You ask those people to go back to their areas and then do a threshing session with their teams. And, you know, I actually will do a facilitation around multi voting where people get to put sticky notes for ideas and then go give them five votes. And if you’re passionate about something, you can put all five votes on one thing or distribute them as you see fit and the priorities rise up really quickly. But everybody feels like they were involved in this process again. That roots metaphor coming in from all sections, the organization leading into one central set of requirements. And no, they’re not in the final meeting, where those are all arbitrated, but they like their voice was in there. And you get the benefit of the best ideas. People will see it from another area. Go. I never would’ve thought of that. Brilliant. And you’ll get it in the system. I lean. You do something similar to that? No, but it’s a great idea. Okay, you will. I’m going to stop that immediately. OK, time for our last break. Turn to communications, PR and content for your non-profit. They help you tell your compelling stories and get media attention on those stories, all the while helping you build support for your work metoo media relations, content marketing, communications on marketing strategy and branding strategy. You’ll find them at turn hyphen to DOT CEO. We’ve got butt loads more time for your tech committee. We still have a good amount of time together. What maximizing the benefits and reach of tech you already have. Let’s spend time on that. Who wants to start with maximizing what you’ve already got? So a lot of organizations have a number of applications they’re not taking a good advantage of. And so seemingly trivial task of getting an inventory of what you’ve got and then publicizing it and publishing it someplace where people can get to it over time increases the chances that the stuff you have like should get used. And sometimes it exercise will also show you were using three different survey tools for no particular reason other than that happened in separate silos. We don’t have good cross training opportunities, but we all know a different tool, and you might make the choices to get standardized on it and letting people know which already have part of that is also nurturing the super uses that you were talking about and giving them a platform to share their expertise with their colleagues, whether through office hours or through lunch, and learn things like that so that they can raised the level of expertise of their colleagues and get people can all get deeper used to the system. A lot of the work I would do with with tech committees Virtual CEO role is making sure they’re getting the most of what they already own. It’s not just about doing new stuff. You’re spending more money. So you see a lot of you see a lot of this among the tech impact clients, not maximizing what they absolutely potential. And there are even the people who feel like they know it reasonably well. No, I know the system could do so much more. I’m too busy to get to it. But, wow, I don’t I don’t I don’t know what I don’t know or I know I wish these things were easier by it all the time. We get to it, and by getting those things to a tech committee, you can then thrash them and prioritize me. When it comes up on the list, you can figure out how to get the answer to get more juice out of the stuff you already own. I mean, have you seen that? Uh, I’m sorry. At a community catalyst where you’ve been ableto harvest greater potential, I don’t know whether to look over the mic or above below. No, it’s not because you’re too short. Well, all right. You guess you could do that, Peter. Okay. It just might. Okay, good. Yeah. Has that been your experience between the catalyst? This fire is leveraging. What’s there? Yeah. And it often has to be a reminder, because people get excited about the dew and un tried, say, like, you know, let’s can we do this? And it’s like what we do have, You know, we have something here and some people aren’t even using, like, we think we’re not even using to its full capacity. So it might be having new training’s people asked. In one module we have in our CR M, someone asked for improvements and that they’re unclear. And I said, Well, here’s the instruction sheet we created over time, they said, Oh, yeah, that helps And so sometimes it’s. People think there’s something new because they just need a refresher. They need to remind them. And it might be that changes are very minor compared to what they think you know. That’s just improving use. Okay, We still have Ah, good amount of time together. What else are you gonna talk about tomorrow? We’ll talk about surveying your gang so you can You can You can get things that might come in just kind of one off people. Oh, you’re in the community and give you this idea, but to explicitly, maybe twice a year reach out and asked for input. What hurts? What? Some cool things you’re doing. You think people would want to know about that hasn’t been shared yet. And this is surveying everybody serving your full organization in heaven. Having that survey results come into the committee’s here. What hurts What? People have things they want to do that weighs in-kind reports. We can’t get to whatever it is and so kind of. We’ll also talk about what we’re thoughts for. What’s the regular monthly agenda for that group? And what our agenda items that should be each handled once per month so twice. You’ll think about budget, at least wants to put it in and wants to review it. Okay, what else? We’ll also need to think about security. Security should be thought about everything you’re doing, but just kind of taking explicit look at security at least once a year. I don’t think it through else is on the agenda kind of the every. Every month you’re thinking about what were the projects that Aaron Flight? Just not that we’re managing, but we kind of wanna have oversight and especially ones that were recently introduced. How his adoption going. What are the roadblocks on? Why it’s not getting used so we could maybe make a tweak or some more training. What are any pain points people have come up with? What are any ideas that have come up and then for the priority list? Is there anything we’re ready to start? The bump next-gen for action? That’s kind of the every month agenda. But then you have to have time to deal with these periodic things, like, Okay, how are we doing against budget and what do we want to start doing to get next year’s budget together? Thinking about security thinking about policies and procedures. Way we’re doing more work from home. What does that mean? Way have tohave more capabilities for people to go to. Access Resource is remotely or tohave things control over their mobile devices. So if they quit, we can wipe our information thinking about job descriptions. Which job should be talking about a responsibility to have to be able to analyze data, to see trends and to see connections. What, You know what? Our job descriptions in terms of what tech skills people should be having that we seek a new hires kind of going through not just literally new applications that you might get thinking about. How do the people intersect technology and what some of the ways organizations can kind of build strength. Over time, I lean a community catalyst. What? What, uh, what do your agendas look like? Do you? You have You have something you do on a monthly basis or bunch of things to do a monthly it varies, and I’m actually gonna be restructuring. It’s soon, but I usually have some part where there’s a problem to solve where we need Thio. Uh, address that question and some of it I use for actually exploration because learning is another part that we’re going to talk about, that this group has to be constantly learning. It’s not just about the specific tasks, but that helping them understand the role of technology in our worth and how it links and what culture changes and how to help other people engage and just to look at it, a higher level, which isn’t where people naturally go. So there’s usually something on the agenda or have had some quiet activities. I’m saying I’m asking them a question asking them to actually take time with pencil and paper and start giving some real thought so that we can have some conversations. So it’s I don’t want to. It’s philosophical cause it does apply, but to some of our agenda is practical and some of it is really to help them get to a place of understanding technology’s role in our work. What are some of the things you do with the paper and pencil you have people deliberating about? So one was when we first moved to our C. R. M and people said, you know, we have a way of national organizations where partner organizations migrate them in. And they told me, do it right away. So I did. And then people was like, Well, what are we gonna do with it? And so I asked people to take time and think we have national partners. Why? So I had them say, like in a bubble, like a little cartoon bubble, like in three words like Tell me like three or four reasons that we engage with these partners or they engage with us. What is our relationship with them? And instead of thinking like, What fields can we put in in order to track it? That’s putting the cart before the horse. Yes, that’s but to really start thinking about like, Why do we need this relationships? How do we communicate with them? What do they want from us? And to go just deeper? And so I had them do that just quiet time and kind of manipulate a little bit. And then we came together and disgusted. And then you translate that into into fields into fields, and I really well, you know what we need to preserve about what do we need to preserve about these organizations, right? it is. And so when you know, I don’t answer it this way. When people say, you know, can you add a field for that isn’t what they should be asking me. They should be asking. They should be telling me why they needed and that’s what we’re getting for. So yes, so once we get to what they need, then I can implement, and then they contest it and they can see if it works. But to try to move, people wave like create a field for two. I need to know this for this reason, because the the what they want may already be recoverable through some food querying the existing data. It could be it could be or could not. But if if we don’t know the question, we can’t answer it. Yeah, what’s the purpose? It almost starts to overlap with data governance. Depending on how large you are, you might have a different team that’s doing that. But understanding hate data has to move between these two systems, so we better always call it kindergarten. And not Kay is really two different systems that when you go to line those data points up there, the same. And does the field already exist? Those kind of things. That level of detail maybe isn’t appropriate for latto Tech committees that they may. They may be a sub group that they push that off, too. But it does certainly overlap that the concepts of governance on the training front. We would encourage a tech committee to think big picture about that. Are there good onboarding experiences with people? And people often stop thinking about training after the word onboarding and that mrs most of the boat. Because most people’s onboarding experiences, it’s a fire hose. It wasn’t the teachable moment. I don’t need to use it yet. I’m not gonna remember it. So making sure that the onboarding experience is giving people things they could refer to later when they actually need it and then thinking about once they’re actually using the system and they want to use a deeper how are you supporting him in that? How can they go? Often people don’t do a lot of reporting at first, but then once they’re using it, if it’s useful, reporting should be the main win. That’s where you’re actually doing something with the data and often they don’t get that training in the beginning. And how did they get access to those kind of deeper features? How are they trained on how the systems change? Especially using cloud software might change every two weeks. And who’s responsible the organization for mastering the ongoing learning and echoing it back in your context, not the committee does this, but the committee’s thinking about who should do it and that they’re making sure that conversation and that planning is happening. So people are staying current on the tools they’ve got and on and on surfacing. Who’s doing experiments within the company? Somebody tried a new project management tool. It’s free and they love it and having a way to know that and to share it, to see if it resonates with anybody else and maybe get broader value within the organization. That’s that’s to me. A big part of what they do is letting people know across organization what’s who’s got, what knowledge and how they can spread that around. Let’s talk some about the policies, policies that the committee is. Is he preparing or reviewing Eileen What, what kinds of what kind of policies Your is your committee looking at, and this is actually something that I’m going to bring to them. They haven’t started on this, but one of them is. We’re, uh, in your two and 1/2 of our CR M were noticing that people aren’t updating records they’re supposed to be doing or not doing it the correct way. And so I need to bring to them that we need to figure out a new way, organizationally, to do this. Now, they’re not gonna be doing the data monitoring, but we have to figure out who’s gonna be entering the records. Who are the appropriate staff people. And how will we change this culture of engaging certain people to be updating things and nuts? And maybe I’m trying to think of how to phrase it. It’s a problem to solve. So right now, too many people have, uh, have the privilege of changing data. So I don’t know, something as simple as one person puts it in his avenue. Another person puts it in his A v e period. It’s gonna be a simple Is that a problem? That’s the walk in the park one. It’s more like people who don’t enter or entering. I guess that’s it. Like people who aren’t entering it or aren’t being careful enough, you know, abila like spelling misspelling the last name that’s you know, which I’ve seen. And so you know, that’s that’s a really serious one. Or like I said, you’re not entering it or not linking it appropriately to the right organization. And so it’s it’s lost, not entering conversation Well, that everyone is supposed to do. But yeah, as far as putting in the records. And so we It’s common, I think. What’s theorems that you have when you started? You let everyone do it and sort of see how it goes. And so we have to backtrack a little and say we need a little more quality control and so that’s real governance. So there’s a tension between having enough people to get the work done on having it done at a high enough level of quality where, you know, we’re not rife with ever. Yes, There you go. Okay. Well, yeah, but all I do is identify the problem. You gotta come up with a solution. Yes. Straddle that fence and I’m gonna engage the governance team toe Help troubleshoot this Of how we can identify. The staff were not gonna hyre admin staffs of somebody. We’re not gonna hyre new admin stuff. So it’s gonna be somebody who has another job that’s gonna have to do this, and they’re gonna need their health. Okay. Policies also go to things like security practices. What password, Man Policy. What’s the policy on what devices allowed to connect to our network? What we love to do and not do with thumb drives? Soto have to know that I need to have just the security policy and to get some advice on what should be in it and making sure you have it. And then is part of it when you talk about security. Reminded me of your colleague Jordan McCarthy. Oh, yeah. It was on the show in January. Yeah, talking about keeping your data, your data and your sight secure in 2019. That was, you know, Jordan from taking back. Okay, Yeah. He leads our security practice. Okay? And he can tell you about security in ways that multi authentication sign on anyway. So policies can also go to things that go beyond security. What’s one year? Lots work from home. From what locations. Are you allowed to work? And what happens when the remote employee lead? Well, first of all, who owns the tech at the hardware that they’re given and what happens to it when they leave? And what your policies around, how you recover machines were leaving a white remote machines? Were they supposed to store it in their home? Is it okay if it’s just on their desk or does have to be under lock? It could even be some like a clean desk policy so people can’t walk by and see confidential information if you’re not. Presidents actually tech policy, but overlaps because that’s the concept of locking a scream when you’re not in front of it and having a password. That old story that Steve Jobs used to fire somebody if they grab their apple phone and didn’t have a screen lock on it cause he didn’t want people seeing information about their products under development. Um, all right, so I think there’s a lot for your committee to be busy with. Sure one meeting a month is enough. You want to get you know what it is? I thought of twice a week I was able to entice them to do it more. Right. Okay, okay. Things that we talk about is the committee is also part therapist. People bring baggage when it comes to technology. They’ve had bad experiences with prior rollouts, either at this organization or elsewhere. They’ve heard rumors of somebody using this system you’re proposing to use that didn’t go well elsewhere. And so you have to kind of coach you’re alluding to. This is a change, management things. A big part of it is them giving people in their in their teams that they’re working with a chance to express their fears on, sir in doubt and kind of work them through that in advance. So why the time the zsystems actually getting rolled out? They’ve kind of heard the concerns, ideally, done something concrete to address them at a minimum, make him felt hurry, but ideally shown them how That’s Yes, that was true before, but here’s how they fixed it. That’s kind of the best way to allay fears. To say it was true. And it’s fixed, but not always that easy. Eileen, you’re running a committee, so I’m gonna give you the last word on moving your plan. forward to committees that work. What would you like to wrap up? What would you like to leave? Would you like to leave people with? I think it’s really essential to have the committee’s. I know that seems like a very considering we’re doing this thing. It’s pretty obvious, but I think it’s it’s a learning process, for B is a facilitator, and it’s it’s just critical to move things forward, to keep people learning, to keep people engaged in a real way not just, um, a symbolic engagement, which is like, You know, it’s very easy to say we’re gonna keep staff engaged, but this is, like, authentic, that they’re in the room helping to make decisions, helping to problem solve and see what’s behind the scenes. All right, we’ll leave it. There they are. Peter Schiano, project manager and consultant at Tech Impact and Eileen Y Smell knowledge and database manager for community Catalyst. Peter, Thank you very much. Thank you. Real pleasure. Thank you for being with Tony martignetti non-profit radio coverage of 19 NTC. All of our 19 NTC interviews are brought to you by our partners at ActBlue Free fund-raising tools to help non-profits make impact. Thank you. Next week I’m gonna fire a listener at the top of the show. If you missed any part of today’s show, I beseech you, find it on tony. Martignetti dot com were sponsored by Wagner. CPS. Guiding YOU beyond the numbers wagner cps dot com By Cougar Mountain Software Denali Fund Is there complete accounting solution made for non-profits tony dot m a slash Cougar Mountain for free 60 day trial and by turned to communications, PR and content for your non-profit Your story is their mission. Turn hyphen to dot c e o. Our creative producer was Claire Meyerhoff. Sam Liebowitz is the line producer. 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 non-profit radio. Big non-profit ideas for the other 95% Go out and be greet. You’re listening to the Talking alternate network. You’re listening to the Talking Alternative Network. Are you stuck in a rut? Negative thoughts, feelings and conversations got you down. Hi, I’m nor in Sumpter potentially ater tune in every Tuesday at 9 to 10 p.m. Eastern time and listen for new ideas on my show beyond potential. Live Life, Your Way on talk radio dot N Y c aptly named host of Tony martignetti non-profit Radio Big non-profit ideas for the other 95% fund-raising board relations, social media. My guests and I cover everything that small and midsize shops struggle with. 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Best part is the heartfelt cameo from Tony Martignetti, Sr., with commentary on his son.
Kirk Schmidt & Wes Moon: Inconceivable: That Metric Does Not Mean What You Think It Means Take a fresh look at fundraising metrics with Kirk Schmidt and Wes Moon. Kirk is with STARS and Wes is from Wisely. (Recorded at 19NTC)
Colleen Campbell & Jeanne McCabe: Google Analytics & Google Optimize Learn terminology and best practices for these applications. Should you trust your data? Which reports do you need? What about testing and optimizing? We cover it all with another 19NTC panel: Colleen Campbell from Firefly Partners and Jeanne McCabe at the Center for Reproductive Rights.
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Hello and welcome to Tony martignetti non-profit Radio. Big non-profit ideas for the other 95%. I’m your aptly named host. Oh, what an incredible 450th show last week. I hope you were with us. I’ll say more in Tony’s Take Two, and I’m glad you’re with me today. I’d be thrown into up pal Mona Riotous if I saw that you missed today’s show. Inconceivable that metric does not mean what you think it means. Take a fresh look at fund-raising Metrics with Kirk Smith and West Moon. Kirk is with stars, and West is from wisely that’s recorded at 19 and T C. And Google Analytics and Google optimize learned terminology and best practices for these applications. Should you trust your data? Which reports do you need? What about testing and optimizing? We cover it all with another 19 ntcdinosaur Colleen Campbell from Firefly Partners and Jeannie McCabe at the Center for Reproductive Rights. Attorney Steak, too. 450th recap were sponsored by Wagner, C. P A’s guiding you beyond the numbers. Wepner cps dot com by Cougar Mountain Software Finale Fund Is there complete accounting solution made for non-profits tony dot m, a slash Cougar Mountain for a free 60 day trial and by turned to communications, PR and content for non-profits, your story is their mission. Turn hyphen to DOT CEO. Here are Kirk Schmidt and West Moon Inconceivable Welcome to Tony martignetti non-profit radio coverage of 1990 si. You know what that is? That’s a 2019 non-profit technology conference where at the convention center in Portland, Oregon, and this is ntcdinosaur Bridge is non-profit radio coverage and all of our 19 ntcdinosaur views are brought to you by our partners at ActBlue Free fund-raising Tools help non-profits Macon Impact. My guests now are Kirk Schmidt, director of Foundation Analytics Systems and operations at Stars. And he’s seated next to me and West Moon co founder and C e o c 00 of wisely welcome. Thank you. Thank you, Kurt West. Welcome years. Some session topic is inconceivable. That metric does not mean what you think it means. Of course, with the first thing we need to find out is who is the Princess Bride Fan? Who is that? Both of us. Both of you. All right. Top five movie for both of us. Top five. Okay. Okay. Um Of course, inconceivable is Now. What? What’s the name of the Wallace Shawn character? Who says Inconceivable all the time? What? Zini, Vizzini, Vizzini. He’s the bad guy. And Mandy Patinkin is Inigo Montoya. And he says, I don’t I don’t think that word means what you think it means. Is that Do I have that right? Is it? Yes. Okay. In concert. I mean, I know that’s where it’s from. Did I say the line correctly? Yes, but the But the line he’s most most famous for is my name is Inigo Montoya. You killed my father. Prepare to die. That’s right. He’s looking for the man with six fingers on his right hand. Who’s, you know, Christopher Guest? What’s that character’s name? What’s that? Was Christopher Guest character’s name? Yeah, the six fingered swordsman. Yeah. No name in my mind here. God. Five. You can’t remember. I can name all the top I can have. The six fingered man. Yeah. No, he’s got a name. I think it does. Because the prince the prince calls and doesn’t call him six fingered man. Prince called him. All right. Could be I am Devi that Thank you. Wait. Okay. We can have that by the end. All right. Inconceivable that metric doesn’t mean when you think it means. Um, Wes, I like to start furthest away. Why do we need this topic? Why do we need this session? Um, metrics which drive a lot of decision making in charities across the country are used improperly. Metrics are used improperly. OK, Quite often. So you have. You have a metric, uh, that tells you something. And if you don’t understand how that’s being used, it is going to be used incorrectly. Context matters. Okay, West. Anything? I’m sorry you want I’m sorry, Kirk. Anything you want to add to that? No, I think really, The what we’re trying to do is advance the sector past metrics that have been used for decades. Two things that are more robust and Maur accurately reflect what we’re trying to do with it, which is decision making to better fundrasing. Okay, so tradition is often a mistake made more than once. Right? Okay. What is your shorts? A T shirt related to this topic. My shirts wearing a T shirt for those who don’t have the benefit of the video wearing a T shirt. What’s the context of the shirt. So So it’s Ah, it’s a little data joke. And it says there’s two types of people in this world. Those who can extrapolate from incomplete data. OK, that’s clever. All right, way have an answer to the president. Because the characters Ruben Ruben Wright Ruegen. Okay, I’m top five for both of you. Neither one knew. Count. I don’t think I knew that wasn’t an all right. All right, All right. Um okay, so we need to take a fresh look at fund-raising metrics. There’s a lot of mistakes being made. We need to correct things. Can we go into detail about what some of these mistakes are? I’m sure we can. Sure. So So when we get started, when we did this talk, I mean, I mean, part of it was really to find out what individuals in the audience tend to measure and really talk about those measurements and whether the worthwhile. But of course, we had our own examples. Top one being average gift. Average gift is one of those metrics that is used everywhere. And it is quite often an incorrect measure For most of the things that we try to use it for okay. Is that deeper than because averages skewed by out liars that I mean, that’s the main reason, right? So So because of the out liars, we’re using that. But But then you know where you would go to medium gift? That’s right, Median. Or you know that we talked about other ones, like trimming the average or using a winterized average way. Got jog in jail in radio for sure. You got to find this so so winterized average effectively. What you’re doing is you’re taking an outlier value. Um, and you’re you’re winterizing it. Basically, what you’re doing is you’re saying so. So take $500 for example, anything over $500 you now count as $500. So you’re taking the average and you’re basically acknowledging that, Yes, there are major gifts, but I don’t know what those major gifts they’re gonna be year to year. So you’re including them because they’re important account. But you’re not including the size of that. Yeah, the magnet, right. Counting them as a data point. Correct. And how do you Is it too technical to explain how you decide at what point you cut off and start wins arising. There are a lot of different ways, some, some arm or robust statistical means. Some could be just intuition going. You know, we’re just get cut this off in 1000. But either way, you feel that’s more accurate than average. Absolutely gift. Absolutely. Okay. It’s certainly more predictive on when you think about average gift. Uh, one of the reasons why we really care about it is, let’s say you, as a fundraiser, are being asked to raise average, get by 10%. There’s a couple ways you can go. You get one astronomically large gift and be done so that way. And we like, we like to call it the Brute Force method, which is under the Giant with a a big rock. He’s gonna he’s gonna course one person to make one large gift. Okay, Another way to do it would be to get your entire cohort to increase the size of their gift by just 10% and we call it the masterful way on, and we’re you know, that’s that sword play. The last way isn’t good for a charity. And if you took all your small donors and just eliminated them from your program. You’re giving up a lot of money. Your average would rise substantially. Hit those low wallet that low wallet. Quadrant him out. Eliminate the Miss donorsearch way. Call that the inconceivable method Inconceivable met the inconceivable method. But you know where we see this and fund-raising is stuff. Did you raise the average gift? Yes, I also saved money and direct mail. That’s right, well, and we see it quite often with retention rate, right, like there will be organizations that try to raise retention rate. And the inconceivable method of doing that is to cut off acquisition. It’s time for a break. Wagner C. P A’s. They’ve got another free webinar. On August 6th. It’s developing high impact grants. Improved your grants, we search and writing. You’ll find it at Wagner cps dot com. Click Resource Is and upcoming events. Now that’s only a couple of days away. I know that you’ll probably miss it live, so watch the archive. Wagner cps dot com Quick resource is and recorded events Now back to inconceivable. That metric does not mean what you think it means. Okay, I’m sorry. I’m hearing this for the first time. Say that again. I know it’s simple, but you got to say it again. So if you want to raise your retention rate, we know the first time ever. Really low retention. So cut off the equity. We know it’s only 25%. Yeah. Stop inquiry. Right? And so is that the right thing to be measuring fundraisers on? Okay. And fundraisers are literally measured on that. Yeah. Yeah, attention. Okay, what’s better than what we identified? What is better than retention rate? It’s not necessarily what’s better, but it’s It’s more about segmentation or or developing cohorts. Right? So we do want to measure first year donors separately from the rest of your database, and you might even want to separate further in terms of multi use your donors, those who are lapsed so on so forth. Okay, okay. This is fun. This is fun. Let’s identify some or another one that’s miserable. Been around too long. Well, not not valuable. Well, part of the problem, too, with some of these is Sometimes they were put in in other formulas for other metrics. So we talked about lifetime valuers estimated lifetime value S o f p fund-raising effective in this project defines estimated lifetime value a very particular way, and it uses average gift in the numerator. And it uses the attrition rate, which is based on your attention rate in the denominator. So and so So, basically, you’re finishing This one is bad. So So you’re overestimating your average gift, right? Because because of what we talked about before and you’re underestimating your attrition because you’re not counting your first your donors and so your lifetime value looks really big. And the problem is, when you’re using that to decide whether you want to acquire Donor comparing it to the donor acquisition cost, you’re going to believe you’re going to make more money than you will. In fact, you could believe that you’re making money and you are, in fact, losing money. Yeah, Yeah, it’s inconceivable, right? Exactly. All right. All right. This is very good. Um, let’s not. Yeah, um, we got others. Another exam is just what the session was. Examples between you brought some and the audience contributed. Was that the whole session? Effectively? I mean, we started talking about metrics in general, on dhe some good, some Something’s no like the importance of knowing the difference between the leading metric and a lagging metric. All right, we have to go there yet. Can we Can we do another dinosaur Metric? One more dinosaur matter and we do one more before we go to leading versus lagging. Mmm. When maybe you got one from the audience that you remember. I didn’t think. Now there weren’t a lot of dinosaur metrics on there. I think when we went through them, it was Maur is more talking about. What are they used for? And are they the right metric for what you want? Okay, way covered that. I think we way hit the main ones, like overall retention rate, lifetime value, an average gift, all of which are used to make business decisions. Uh, there are other metrics, I think, as you start to dig deeper, that may or may not have good effect on decision making, but they’re not used ubiquitously. All right, All right. So we hit the big three, we hit the big three. Okay, let’s go to leading versus lagging. So, what’s what’s the, uh we need to understand what the difference is. So go ahead. Explain it, Kirk. Sure. So so a lagging metric is effectively something that you learn at the end of a period of time. Where is the leading metric? It’s something that is changeable over time, and you can use it to you when you look at what it is. You can then make adjustments to it to get to, ah, better value, and then they will help inform that legging metric. So a really good example would be the number of donors you have at the end of the year. That is a lagging metric, right. Uh, so how do you find out how many donors you’re gonna have at the end of the year? Well, if you know your acquisition rate, you know how many people you’re you’re tryingto you attempt to acquire. And if you know what your retention rate is, knowing how many donors you had at the end of last year, then you can predict what the number of donors are going to get than the end of this year. So then you can adjust things. Do you do make changes to your acquisition rate or how many people you’re acquiring? Do you? Do you embark on stewardship ventures, money retention to retain donors so you could actually make adjustments that way. Okay. Okay. Um, why do we need to know? How does this fit into the bigger picture in any different way? Or this is just leading versus lagging this. How does this help us? Overall? West? Yeah. You always want to be able to walk back your goal. So let’s say, are the fictitious charity that we’re using today. It was a fire. The fire swamp trust. Okay. And the fire swamp trust is saving. Rodents of unusual size is also far a argast want from also from Princess Bride. Okay, so they needed to raise $100,000. So to get to $100,000 on they wanted to do this using mid level giving. So gifts of 1000 to maybe $10,000 in order to secure those we know. We know some things. We know that you have to talk to donors and you have to move, take them through moves, management or a pipeline. So what’s a good leading indicator and figuring out are we going to be able to reach $100,000? Well, we know that we need to have people to actually talk to donors, and we need donors to talk to, Uh and we have a lot of metrics in our history that say getting someone to qualify if they’re in my portfolio is about 25%. So we have some conversion rates between our stages on. We know that it takes about five actions or five interactions with that donor to move people through each of the different stages. So a leading indicator in getting to that $100,000 would be having 20 donors to talk to and taking 100 attempts to talk to those donors will produce one gift. So that means that if if you walk that back, this is where we we like thio abuse. Leading indicators. If you walk that back, you know that if the gift team isn’t taking enough action, that that needs to be adjusted because you will not hit your target. And that’s how we like to look at leading and lagging Lagging would be how much money came through the door today. In this particular case, context is really important. Could do it like week by week, and absolutely you should in fact you have to, because that’s how you’re gonna know whether how you doing time versus goal? Sure. And whether you need to, in fact, walk back and change one of those variables that once you have control over. Exactly. Okay, Okay. Leading versus lagging. What else we got? Well, I mean, we did talk a little bit about the future, right? And in terms of, you know, we’re at this point where we can do a lot of this manual work in terms of figuring out what are lagging. Indicators are figuring out what our leading indicators are. But what what’s coming in terms of technology in terms of how processes air computed and and what will that look like? And kind of How do we get there? All right, we’ll talk about it. Well, um, I’m in the business of machine learning for charities. Um, we’re doing a lot of leading indicator work on making using those leading indicators to predict what a donor will do next. That is one good example of what the future may look like around a prediction. So when you think of what are the variables that you’re measuring thio, maybe it’s proprietary. A couple happy to share. We have about 75 variables way we don’t have time. Didn’t they fit into three transactions? Eso previous donation is obviously one of the biggest predictors of what will happen on, and that’s not new. That’s that’s old news. I would say your best customers. Your most recent customer. I learned that in the eighties you have information about a donor, which would be, you know, Tony D’oh! Do you care about this organization to attend events? These types of things where you live economic status on then the last piece would be Theo interactions between you and the church. So those three pieces together allow us to be pretty predictive on what’s the value of your next gift? What your likelihood to make that gift on. That’s one example of what the future may look like of in the charitable sector. There’s some very interesting things happening around. Kids help phone in Canada. They are doing sentiment analysis the organization kids help phone. Okay, great organization. They help at you at youth risk krauz at risk Youth. Thank you. In crisis I am listening. You’re testing me? Yes, I waas you passed So the sentiment analysis that will predict if a call needs to be escalated. For instance, is this a very serious call? And they can do that in real time because computers can absorb more variables. Any human on bacon do that at scale. It sort of automate sort of that intuition around using metrics. So we use metrics to inform our decision in inform for good decision making an intuition. Computers could do that at scale now. Okay. Okay. Um, you had something in your description that said, uh, recognizing data. That may be problematic for some metrics. Did we talk about that data? Well, Rita points that might be that comes around, saythe out liars with average. All right, so that’s gonna throw it off. Okay, way learned that yet? All right. The lights have gone off in, uh, in the exhibit hall. Uh, and he’s 19 ntcdinosaur non-profit Radio perseveres never actually have our own lights. You shall survive long. They don’t turn the power off. We could still record, and we could still see each other, So non-profit radio perseveres. I’m not sacrificing a 30 minute segment in 18 minutes because the ambient light out okay. Um okay. Integrating better analytics into your organization’s reporting. Better analytics for your accusations, reporting move. Kind of that subsumed it, Really? And everything we’ve said, Absolutely. That’s pretty general one. But you’re holding out on us because we got more time together and you do the 75. We’ve only done, like, 17 minutes and you get 75 minutes with the view up for the for the NTC audience. So what do you not giving up? Well, I’ve got a German name, so I’m efficient. I’m going cheating, cheating of radio listeners. I’m not gonna have it. So what else did you talk about? Or maybe talk about in more detail that you haven’t yet revealed here? So what we did is we, uh the audience gave us a number of metrics very early on that they used to measure. And the nice thing is, we got metrics from all sorts of all sorts of business units that aren’t necessarily fund-raising. So, you know, we talked a little bit about, you know, impressions and click through rates and things like that. From a marketing standpoint, there were a few few that were very much program delivery, So people were talking about you know, the number of unique clients that they served or things like that. So what we did is we We spent some time going through some of those metrics and really talking about, you know, what is this measuring? Is it a leading indicator? Is it a lagging indicator? Is it both on dhe then? Going through that? Okay. So unless your host comes up with a 20 minute well, 10 minutes worth of variables that metrics that I’m that I’m preserving and committed to and then you analyze them rattle look well, well, we I mean, we we were, Unless that happens, if we one good example. Actually, I was I knew something. Would you dug enough? You’re holding out. But I’m not giving up. There’s nothing more to talk about. It talk about. Go ahead. There is S O. The audience is a little more varied than we expected. We thought it would be Omar fun fundez rating focused audience. But there’s a lot of operational folks in there. Uh, and that was intriguing to me. And we heard a number of cases where they were tracking like, number of days we have of operational funds in the bank was a metric that they looked okay. So let me give me, give the uninitiated a shot at that number of days. Number of days, days of money we have in the bank. Never heard that metric before. That sounds pretty granular like hopefully, it’s hundreds. No hope, the numbers hundreds of days. I was getting the impression it was not 100 today. Oh, maybe this is an important one. I mean, it’s like six. Well, first of all, that person needs to be networking for a job. A tte, the career center. Aaron NTC. If it’s six or below number of days, I don’t know, something just sounds weird about it. But But if you’re a tiny organization, maybe maybe this is keeping the lights on. It’s hard. I mean, from a business standpoint, it’s really about your cash flow, right? Like if we were in the for-profit business world, what we would be talking about is, is what is our cash flow? And and can we maintain it right, So so absolutely. It’s a really interesting stat from from a a charity Stemple, and she’s got such a scarcity mind to it. But if you’re in that. But if that’s you, yeah, all right, I can’t really get into controller. That’s looking. Oh, OK, yeah, yeah. As opposed to the fundraiser, right? Yeah, that’s the person who should be getting it right. Looking for a new job. If it’s the fund raiser knows that it’s 6 30 you get you’re in deep trouble. If anything, it’s a good good thing for somebody to be looking at. It’s just a matter of who. Hopefully that same organizations looking at receivables. Sure, we got We got this number of gifts in the pipeline, and typically these. This number will come through from our prospect list. So as far as you, as as we dug in a little bit on this indicator, which the number of days left is, in my opinion, still a lagging indicator, it is not a leading indicator. It is just a yard marker to say. How much time have we got left to make that a leading indicator? We then need to know how is that changing over time, for instance, so week over week, month over month, year over year, how how’s your cash flow or your days left in the bank changing over time. So if every day you look at the stat and it is still six days, then you can expect that this is actually reasonable case and that you have regular money coming in and you need to then keep walking back to get to the point where if you miss a day of doing something important that you know about it because six days from now you don’t wanna have to turn out the lights, right? So that is the exercise that that we preach about getting to those leading indicators that are your business drivers. I think one of the other important things I mean, I mean days left to somebody to some degrees is a bit of a leading because because you kind of have some some semblance of you know is the time to panic. Yes, it is. Um, and we talked about how context really matters in terms of leading indicators and lagging indicators, right? So for a stewardship person whose job it is to retain donors, retention rate might be a lagging indicator, right? They’re going to do a number of stewardship measures like, how long does it take to receipt and thank a donor on there. They’re going to try to adjust those as they go through to try to reach a good retention rate. Whereas a development officer might use retention rate to determine how many donors that there will be at the end of the year s O. So, depending on the context, depending on your job, what might be a leading indicator for one person? Maybe a lagging indicator for the other. Okay, I got your Yeah. I can’t really, uh, do a follow up question. But I understand that context matters absolutely the exact same number. Yeah. The last the last topic that we covered off was around cohort. And we haven’t talked about cooperating with you yet. Okay, s So I think I think it’s a good topic. Okay, courting is that we just have, like, two minutes left. Oh, no. Oppcoll super important cohort, please. The most important thing. All right, go ahead. Uh, you need to group people together. You know, birds of a feather segmenting segment here, Eddie would ntcdinosaur birds of a feather, right? Whether it’s knitting or stamp collecting and and that that becomes the basis of all your metrics and you only want a cohort to the point where, uh, you can still use it. So you can You can create too many segments on and have an unusable amount of data s o. You can’t consume it. You can’t produce on it like specific marketing appeals. Andi, we talked about using gift type. How someone was acquired. Eso a monthly donor has very should not be in the same cohort as a one time gift donor and a lot of these very basic things. Uh, but setting up your cohorts the right way so that their operational and usable and predictive eyes key. And that’s what I’d summarize in one minute. Okay, Okay. That was an excellent summary. I was thinking of, You know what would be a worthless cohort since we’re talking about bad, bad, like dinosaur data? Bad data. Um, age. Uh, I had some valid thoughts, as you were as you were talking. Explaining it, um, age could be, Could be a valuable cohort, or it might not. Right. It might not mean anything to average gift, but it might mean a lot to, um, potential donors to the plan giving program. Well, it might not mean something in particular cases as well. Like you might have a case where let’s say you’re an international charity and you find that certain American donors react a certain way to two things that you do. And donors in a different country who seem to have the exact same profile work completely different, Right? So So sometimes you’ll find that cohorts work in some places and don’t in others. So really, it’s about repeated testing and really, really looking to see what works in what cases? Okay, okay, West. I’m gonna give you the wrap up to this. Inconceivable the metric that does not mean that metric does not mean what you think it means. What do you want to leave people with, Oh, care about your metrics and always walk them back to their source. How, like, why’s that metric important? Take every step, break every step down and go right to the source for that leading indicator looks with leaving. Look for that leading into court indicator. Okay, that was West Moon, co founder and CEO of Wisely and sitting next to him is Cook Schmidt, director of Foundation Analytics Systems and operations at stores. Thank you very much, guys. Thank you. Thank you. Pleasure and thank you for being with Tony martignetti non-profit Radio coverage of 19 NTC As the lights are dim, the hall is quiet, but non-profit radio perseveres. All of our ntcdinosaur 19 ntcdinosaur views are brought to you by our partners at act Blue Free fund-raising tools to help non-profits make an impact, we need to take a break koegler mountains software maintaining separate accounts for each fund-raising daily expenses and reporting to the board are all a challenge. That’s why Cougar Mountain created Denali Fund. It’s your complete accounting solution specifically designed for non-profits. They have a free 60 day trial. You can get that at the listener landing page. Tony dot m a slash Cougar Mountain. Now time for Tony’s take to the 450th show last week. It was amazing. And when I say it was, what I mean is, I feel it will have been amazing. Awesome. I’m looking 10 days ahead and I’m telling you what happened a week ago, which is not hard for me to say, you see, because I know who will be on the show, and I know how good they’ve each been in the past, individually and collectively. Of course, no point critiquing them as individuals when they will have been and in fact were part of our whole troupe, but not quite, in fact, actually infection, which is close to fact in the existential sense. They’re the same. So when I say they were, I mean that they will have been. And in 10 days they were in fact have been. You can watch the recap video of Our Foreign, your 50th show at tony martignetti dot com, which will have been done after the 450th show. And that is Tony’s Take two. Now it’s time for Google analytics and Google Optimize. Welcome to Tony martignetti non-profit radio coverage of 19 and T. C. We’re kicking off our day three coverage is the final day of the convention, the conference and we’re coming to you from the conference from or Portland, Oregon at the convention center. So it’s a conference in the convention center. Make that three beginning of the beginning of the ending day. All of our 1990 CIA interviews are brought to you by our partners at Act Blue Free fund-raising tools to help Ma non-profits make an impact. My guests are Colleen Campbell and Jimmy McCabe. Colleen is seated. Closest to me. She’s a senior digital strategist at Firefly Partners. Jimmy McCabe is senior digital producer at the Center for Reproductive Rights. Colleen, Jeannie. Welcome. Thanks for taking time on Day three unconference. How’s your conference going Going? Well, uh, Day three is always a little hard ones. A little tired, but hanging in a little bit. Have you done your session, then? Oh, yeah, it was yesterday. Thank goodness. Okay, that’s why we picked today to talk to you. Okay. I think that’s why um so your your topic is let your day to do the driving Google analytics and optimize for non-profits. Um, Jeannie. What? What was the reason? Why do we need this session? What are non-profits need to know? Big picture. We got playing time to go into the details. Well, how many do you want to answer the big picture? Because you’re the architect of our presentation. But I will. I will tell you what the center uses, um, data to how we use data to make decisions. Um, I can’t speak for other non-profits. That’s what that’s all. Okay, you are overviewing the headline. Yeah. So you know, our session was really focused on as the title says, Let your data do the driving. So we told a story about you know, first, how do you get good reliable data in Because, you know, that’s really the fundamental steps Way walked folks through some of the things about how to set up your Google analytics to get really actionable data and get to a point where you can trust your date up. Then we focus our middle section of our presentation talking about how do you interpret and understand what are some of the right reports toe look at, you know, not just sort of looking at numbers and pages, but really understanding what’s going on in your digital ecosystem. And what can that what story can that data tell you? And then ultimately, what do you do with it? So not just getting the data and looking at it, but then devising a plan for testing and optimizing. Okay, um and these are this is using Google analytics and Google optimize. Yeah, it was really fascinating that I would everybody in the room at our session yesterday. Use Google Analytics. All the hands went up and maybe a handful raging for 45 folks we’re using optimized, Which is that the final piece of that puzzle of getting the data, understanding it and then using it? Okay, so we’ll spend a decent amount of time on optimized since that sounds like that’s what people are at least familiar with. Are you Are you familiar with Google optimizer? Should we should be back up and explain it a little bit? I am not. You want to do an overview of optimized? We’re gonna let Let’s not go into detail. Now we’ll get to it, but tell us what it does. But what optimizes the tool that Google rolled out not that long ago that allows you to use a visual editor to basically run a be creative tests on your front end. So in other words, if I have, if I want to know if this picture that picture performs better, I pull that page into Google optimize. I send 50% of my traffic to the page with this image and 50% to the page with the other image and Google optimized reports back on your conversion Thio, you know, let you know which one is performing better. Okay. Does that make sense? Yeah, and it’s a new tool. Or roll that out. I can’t remember. It’s recently free. Used to actually be a painful. And Google within about the last year have really open it up as part of a free sweet. So, um, you know, especially for non-profits Google Analytics 100% free. Yeah, you know, optimize that natively integrates with 100% free. And then even when you roll in, you know the Google ad grant in that part of that ecosystem. It’s a really powerful sweet of free tools. So the son of reproductive rights uses all of those Google tools. We have analytics, and we run AdWords advertising or they call it Google Ads. Now, I think with our Google Google grant, and then we recently started using optimized to try to up optimize literally, are our donation pages. Specifically, we’re not seeing the conversion we want, all right, and we’ve had a couple of panels on Google ad grants or Google ads. I thought it was called that grand, so I’m not sure, anyway. Michelle Hurtado, the head of whatever it’s called. Google was here. But I just learned through the content of the conference, I learned that they had changed the name from AdWords to Google ads, which so, Iet’s Google ads with grants. So if you’re a non-profit, you can have a grant. Right? So that’s $10,000. Okay, We didn’t do a session on that. Okay, we’re done with that now. We have yet, And like I said, we have the head of Google and grantspace Google ads. Way still don’t know the head of a co-branding problem is that they do. Yeah, well, I introduced her as something, and she didn’t object. So whatever the hell it was, it was right at the time. If it’s changed since then, 24 hours. All right, let’s get focused on what works. Great. Okay, you have some Now. I was just drawing from your session description. You have some best practices for for analytics and optimize Okay on. Do you have some Google Analytics terminology? Sure, if needed. Okay. You know, But then Colleen, you kicked us off with trust your data. What reports to look at and then testing and optimizing. So we got plenty to talk about in the next 20 minutes, right? Okay, Okay. Not a problem. So let’s start with some of the best practices for for analytics at Lena’s. We’ll weave them together since they they natively integrated analytics and optimized. Jeannie, why did you have a good idea for a best practice for either analytic list? Like a list of about 10 way? Don’t have our notes in front of you, but I can remember most of the top to the top three or four. What do you like? Well, I feel like it’s a little hard to explain without looking at it, but, um uh, you want one best practice we talked about. It’s setting up multiple views in Google Analytics. So, um, you have the ability to set up basically a test view, um, and then a mass review for your data. So it’s kind of like having a staging site on productions. I, um and we use views at the centre Thio create separate analytic views for our different language sites. So we have, um of you. We have our main website is reflective right side and Google Analytics. We set up a view for our Spanish pages are Spanish site, which is the same you are all about to Spanish language. Um, and then our English pages that we have a master view, which which combines all of them. What is Analects do for you on those two different pages? Well, with a view you’re able to then see, you don’t just isolate the audience for those pages and see where they’re coming from and what they’re doing, as opposed to, you know, having them all mixed up right away. The numbers being aggregated specific slice. Yeah. Okay, Colleen, a practice past may be the one optimized aural analytics. Yeah, as you mentioned, you know, I kind of went through our top 10 checklist, but I think the most important fundamental piece is having your goals and your conversion tracking set up. You’re not really going to be able to get valuable data and look at those reports and understand your r a y or, you know, run meaningful experiments without having that measurement in place. So, you know, our advice to folks was Look at what are the most important calls to action on your site and make sure that you’ve got goals that are actually configured in your analytics to track line to those those calls. Action s O for the center for Reproductive Rights. For example. You guys, um, you know, focus on email acquisition, tracking your donations within your analytics and getting that actual transaction data. Um, I think those are pretty common to toe lots of folks and lots of non-profits. Also the action alerts on your site, you know, Did someone actually complete that action? Right. Right. And then, Jeannie, I know one that’s a little bit more unique to you is actually tracking pdf downloads as well. Yeah, we have a narc way. Have extensive archive of publications, but also case documents and, uh, legal cases. Yes. So this interview, we’ve really introduce our Yeah. Since then, everybody writes, we we do a lot of litigation in the states, and we have for 25 years. So, um, we have ah long history of case documents that you can access through our website, and we don’t really know who’s engaging with them without setting pdf way. We set a goal and Google Analytics for pdf downloads, which is applied to those dahna. Pdf documents are for all of our casework. It’s hard to explain, but it was understandable. I think there’s there’s lots of you know, of those conversion goals that are common to any organization. I think the other you know, Big One from that Top 10 checklist is making sure that cross domain tracking configured in your Google analytics, which is a little bit of, ah, you know, obscure concept. But basically most sites you’ve got your primary domain, you know, reproductive rights dot or GE. But your online forms, like your donation form of your action alert, probably live in a different domain that’s hosted by your tool provider. So when someone comes to your website, you know that’s registered as a page, you and your Google analytics. But then that user clicks that donate button. They’re going to that domain where that form is hosted. And if you don’t set up that cross domain tracking analytics is gonna count, that is two different sessions. Oh, okay, so it’s a big thing. We’re, you know, Yeah, getting that fundamental data, make sure it’s right and make sure you can trust it. That’s really, you know, get your goals in place, make sure that you’re tracking configuration is tracking her whole ecosystem. Okay, I got one practice, but wait, I would like to do one for optimized. Got anything for Google? Optimize. I mean, that’s what I was gonna mention. I pee filtering, though, for Google analytics for us. Just one more quick note. You can, um can filter out from your mess review and Google Analytics filter out traffic that’s coming from specific. I p s like, like your own office. Perhaps eso are all of our legal assistance use our website extensively to do legal research on our cases. And so all of that traffic would be, you know, would show up on Google analytics if we didn’t filter out our own I p address. So that’s an important one. Google optimized. No, that’s it is there Are there really best practices? I’m just getting used to using it. And it’s really actually quite simple. Like the Google Analytics is super complicated compared to duvette optimize Google optimizes like a tool like I don’t know, it just feels really easy. And I almost feel like how are the best practice? Well, how would you answer that? That’s encouragement to use it. Yeah. Yeah. Do you have a best practice way could move on. We’re not gonna believe this thing. Yeah, I just think. I mean, I think it’s interesting because they do work as a suite of tools. So once you’ve got those fundamentalism place for optimized army for analytics, you can really layer on top, starting to use optimizing really smart ways. Okay, so, optimizers much simpler, right? I think aside from the use of it, the one thing that you know before you before you make an experiment and optimize the one best practice would be like, have a thesis have a plan. Um, you identify an issue that you wanna fix or you know, you want to improve conversion on your one time donorsearch. What do you think? You have to, you know, kind of have a thesis of like, Well, what do you think the issue is that it’s causing conversion to be low on what might make it better and make a hypothesis. And then, um, you know, do your A B tests and see how it goes. But I have a plan to just kind of willy nilly test this or that. You know, have a strategy. Good advice Okay, time for our last break turned to communications, PR and content for your non-profit. They help you tell your compelling stories and get media attention on those stories to help you build support. They do media relations, content marketing, communications and marketing strategy and branding strategy. You’ll find them at turn hyphen to DOT CEO, and we’ve got butt loads. More time for Google Analytics and Google Optimize. Let’s let’s go to reports. You mentioned that Colleen is one of the one of the triumvirate of your urine. 1/3 of the triumvirate of your your presentation. Which reports Do you like it? And another reports that you find in your clients paying attention to that aren’t really ones they ought to be looking at. Welcome to say, Don’t do this as well. So when it comes, understanding the reporting inside Google analytics to figure out what I should be testing, I always, you know, kind of tell the story about inlets. Could do a great job of telling you who’s my audience, right? There’s a whole slew of of reports in there that will give you a breakdown. A demographic information show you geographically where they’re coming from My other favorite report is really spending some time on your mobile report and understanding how much of your traffic is coming from desktop vs mobile devices and tablet things like that. So you know, there’s that whole suite of report that can tell you who is my audience, right? Jeannie? Were some things that you guys have learned. Maybe even from looking a little bit at those reports. First, we are looking at audience reports while I look at the audience reports and g et to see, um, what countries people are coming from, where a global organization And so um, we have We have regional offices through Latin America, India, Africa, Europe and I looked to see what countries in those regions are visiting our sight. See what’s interesting to them. Also, what languages people speak to visit our site. So that’s all an audience demographics. Okay, if you’re if you’re national or regional non-profit, can you get the same breakdown by state? Yeah, you can really drill down there. You can see a global map. You can see a country specific map. You could see a metro specific and even drill into like a zip code goes down does. It s so if you’re a local or regional and you want to understand what counties a lot of my traffic is coming from, you know, it’ll drill down to that. You This is a fundamental question. But do you You can figure that in Google analytics, or is that part of the authoritatively part of the reporting in analytics? So you configure your analytics, and then all of those reports are available to you, and they got some really great data visualizations and really easy to understand. Okay? And this specific report is called, What? These are all in the audience section, and that’s specifically the geographic report. Okay, another one. Really? Well, I was really the real time reporting. It’s fascinating to me. So Google who wanna would accept the option Thio you’ll see on the side real time reporting. And you can see you can actually see visually who is on your website at this moment and, like, drill down into, you know, New York state, like where you pull them up, get your email a little stock ary, I think. But I love it so you can see visually where you know visually, where where people are accessing your sight from right now. And then you can watch where they go on. You’re saying that’s called real time. Real time reporting? Yeah. What section is that? Real time. Let’s go. Okay. Yeah, I think the other the other part of you know what before. What do you do with that? What do you do with that? No, I don’t do anything. I didn’t like it. I don’t do a lot with it. You know, what we were talking about yesterday is real time reporting is actually a good way to test that. All of your pages Air firing the tracking tag. So, in other words, like you can use or you could do-it-yourself. Why? So you can hone in on your own person, right on real time reporting. And, you know, on this, you know, on this browser over here, you clicking around to different pages and then you can see that those pages air firing and smart I still get goose bumps when I see that the web just works that fast. E I still doing? I still do. When? What’s one? I like the check. Just Oh, I mean something so simple. But it just amazes me still, because I didn’t grow up with this. I mean, I know I know it exists, but it’s so basic. It’s embarrassing. But I’ll say it. I’ve embarrassed myself. Falik times on this show. Nobody listens to it anyway, so it doesn’t. Nobody listens to this show, so it’s just gonna be the two of you. Um, my dad, my dad even stoploss you make a calendar entry. I could do a count on my desktop on Did I go to my phone? And there it is. I mean, I think it’s amazing that the damn thing works that fast. I mean, I know it’s just incredible or you make a mistake in your credit card, and it’s like it’s instant. You’re trying to buy something instant invalid. Invalid credit card number. Check. Your expiration date is invalid. And how does it How does it cross check their facts like watching me real time and put the wrong digit, and it just gives me a chance to say it’s a hit. Enter and then it’s like it just knows instantly. Indication before, right? No. Okay, so say I still I still get amazed that planes flying. So that ability. That’s like suspension ideology. They don’t understand my things. I don’t understand. I don’t really know how the calendar entry goes from my laptop to my phone instantly. I know it. I can count on it. I don’t know how it works. The access database, don’t you? You ruin the charm of the web for me. You’re ruining it. You’re killing it. Don’t want to know about databases. Table more reports. One of the report’s due. Like Colleen, I interrupted you was interrupted for a worthless digression. Listeners are customs are our list. Well, if we had listeners, they’d be accustomed to my would be familiar with them right now what we’re gonna say, You know, you could spend all day kind of nerd and out or being big brother, figure your audiences starting a neighbor. Then there’s the whole section of reporting of understanding where they’re coming from, which kind of really gets into that our lives. That’s critical. That’s really where the referral sources Yeah, acquisition is the section and Google Analytics. You want to look a little acquisition, huh? Tells you what you are elves they’re coming from or it’ll give you a breakdown of like all the channels, so you can see right next to each other. Who’s coming from social media? Who’s coming from email? Who’s coming from organic search versus paid search. But you can drill in then and see what Web sites are coming from. You know, if they’re coming from a direct link, where did that directly come from? And then you use what’s called UT ut m familiar with the way eso we talked a lot about way we talked a lot about you. Tm codes in our presentations. People want access that information online. We have to play with the art I will trying to very succinctly. But, you know, I’m kind of I kind of ramble. So maybe you have a T l d armors. You know, when it comes to you, T m’s, I say, You know, uh, analytics is gonna give you that break down of channels, and it knows and does a good job of understanding that it’s coming from social or it’s coming from direct traffic. But Google doesn’t know on its own that it’s actually coming from email. So there’s a little bit of extra work you got to do if you want to track your email traffic effectively, and that’s those UT M codes that genies talking about, which are sametz tre parameters that you add on the end of your morals in your email that you send out What is your team stand for? Do we know? Is it from Universal tag Manager? But the codes And you know, actually, Google has it. This is this is in the system For years that I’ve been using you. Could you go search whatever you are, you are all generator you TMU Earl generator or something. Right now it’ll come right up and you can plug in like your campaign name, your source, your medium and the girl that you’re gonna be placing in your email or whatever and Google’s But all the upend, all of the parameters are variables to the ends that you can get your tracking you, Earl, you could drop in your email. It makes it really easy. Okay, so I think the other important thing about it, it’s really great to understand where your tactics coming from, but it becomes even more powerful when you combine that with those goals and conversions. We talked about because then you can see not only how much come traffic is coming from social media versus email, but how much of my raising from those channels how many people are actually taking action on my site? Maybe Social Media does a better job of getting people to take action alerts and respond online actions. But email does a better job actually getting people to donate. So having your conversion data next to that channel data is really sort of where the power is that I think the opportunity to find out what maybe not working or what’s unexpected. Where do I want to run? Some experiments and some Tyson optimized. So it’s about mining that data to really figure out what you want. A test. Okay, Okay. I used the report that I use the most. It’s just simply now we find out the one used the most Well, wait kind of working our way through the sidebar here. So we got audience acquisition. I was gonna start talking about content. Just another used most. Well, we’re going. We’re getting there we go. Which way, Jeannie? Now we know where they came from. Who they are now. We have to know what geological thought problem. Now we got to know what they’re doing on the site, right? Yeah, there’s these buckets. And as you can understand now, so they are You know, where they came from and what are they doing? That’s the site content. So I spend most of my time in St content reporting, which is seeing what landing pages people are coming in on. What’s the next page? They’re going to look at how much time they spend on certain pages. I look at, you know, it’s a page is getting a ton of use. Where did that traffic come from To get to that page? Um, so I know what the path Waas, um and I and I use it really Jin form or content strategy team. What content is of most interest? I look at fight search reports within there. I see what our top landing pages are every week. So we know if it’s something way, have some really specific, literally like a 12 year old, uh, reports, reports and documents that that get tons of traffic through Google search. And it’s interesting to see what people are interested in that we haven’t even we don’t even have updated content on the way. Can I talk to editorial team and say, Like, way need to revise that cerini to publish some new information on this subject. I’m gonna I’m gonna move us along testing, testing and optimizing because we just have three or four minutes left. So what’s, uh, what we need to know? Way just slide in our presentation that said, Optimize all the things right? No, but I think there’s there’s tons of opportunity out there, and hopefully you are mining that data to figure out what that is. But I’d say your donation form is prime real estate for testing, looking at and understanding what your top landing pages are on your site and what you can maybe test there to drive more action. What’s the right headline on that page? What’s the right imagery? What’s the right layout for that page? So, understanding from your analytics, what are those top landing pages and then identifying the elements on the page to actually run some 80 times, testing all different elements whether you have a photo or video with Dexter’s button color, all this? Yeah, everything. And then, in addition, to the elements on the page. Optimize allows you to do what’s called a redirect test. So if you have a CT A on a page, right, whatever, let’s call it a total. Okay, sorry about that. So you’re called action is donate right? But you wanna test, you know, one very different donate page from another day against another donate page. It’s not like a simple element changed. So you you can say through optimized like send 50% of the people who click on this button to this experience and sent 50% of this experience. And let’s see which experience performs better. So it’s a different type of test. It’s not just an element. It’s it’s literally using two different different experiences. Yeah, great example. Anyone who works in fund-raising has probably had the debate about what works better. Ah, form. That’s one step with all the fields on the page or a multi step donation form. And my answer is you gotta test it for your audience. There’s no there’s no one answer for everybody. Okay? Okay. Uh, was there another minute and 1/2 minute? Got about a minute left? What? Uh, you’re loving this No, it’s not among my worst injuries. Bottom third. You know, it’s valuable information. I’m just kidding. I’m just kidding. No. Good answer. Um, what, uh, what would you like to leave people with a guy like our son? And we got 32nd. Now that I just wondered. 30 seconds messing around. What? I’ll give it to you, Colleen, because you’re the You’re the consultant. Steven, you see the global picture of this? What would you like to leave our audience with? Yeah, I mean, I hope we did an all right job kind of painting the picture of how you get that data in how you understand it and then what to do with it. But I think when it comes to testing an optimization, you know people immediately everyone knows. And there’s doing that peace around a B testing in my email. And people understand the importance of testing their social media ads. But I think people all often overlook the importance of testing pages on your website. So I think, you know, with the suite of tools from Google that are all free again and really accessible and easy, you have, you know, the power inability to do. And even without help from consultants like, yes, we’ll be starting a Web site redesigned soon without your help, actually, and optimizing all the things you’re hearing the inside track on the client relations right? Brandraise shit right now. All right, So they are calling Campbell, senior digital strategist at Firefly Partners and J. McCabe, senior digital producer at the Center for Reproductive Rights. Thanks to each of you, thanks so much for having us. And thanks to you for being with Tony martignetti non-profit radio coverage of 19 NTC. All of our 19 ntcdinosaur views are brought to you by our partners at Act Blue Free fund-raising Tools to help non-profits make an impact. Thanks for being with us next week. Getting buy-in and moving forward tech committees that work in two weeks. On August 16th I wanna let you know I’m firing a listener at the top of the show. If you missed any part of today’s show, I beseech you, find it on tony. 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