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Nonprofit Radio for September 26, 2014: Critical Development Committee & Creative Commons 101

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Greg Cohen: Critical Development Committee

Greg Cohen

Greg Cohen is senior associate at Cause Effective. He wants you to understand how important your development committee is to your board and your organization. What does a high performing committee do and how can you support them? Plus tips on recruiting and mentoring.

 

 

 

Carly Leinheiser: Creative Commons 101

Carly Leinheiser at NTC 2104

Carly Leinheiser explains what Creative Commons is and how valuable it can be if you need video, images or pubs or want to release your own to raise awareness. She’s an attorney at Perlman+Perlman. (Recorded at NTC 2014, the Nonprofit Technology Conference.)

 

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Hello and welcome to tony martignetti non-profit radio big non-profit ideas for the other ninety five percent. I’m your aptly named host. Oh, i’m glad you’re with me. I’d be hit with red know cora did itis if i saw that you missed today’s show critical development committee greg cohen is senior associate at cause effective. He wants you to understand how important your development committee is to your board and your organisation. What is the high performing committee do? And how do you support them? Plus tips on recruiting and mentoring and creative commons one oh one carly leinheiser explains what creative commons is and how valuable it khun b if you need video images or publications or want to release your own to raise awareness. She’s, an attorney at perlman and pearlman we talked at ntcdinosaur fourteen the non-profit technology conference on tony’s take two, get off a less is back and a very special, a less show next week. Responsive by generosity siri’s you know them. They host multi charity five k runs and walks. I’m very glad that greg cohen is in the studio with me. He is a senior associate at cause effective since two. Thousand six he has provided training and coaching on fund-raising and governance to the boards and staffs of hundreds of non-profits for over thirty years, he’s worked to the wide range of non-profits greg cohen, welcome to studio very glad to be here. We had your colleague susan gabriel on about three weeks ago or so, and i am so in love with what cause defectives work does and how smart you all are on when she introduced me to you, i said, yes, this is definitely an important topic development committee. Please just remind us what cause effective does it’s a non-profits were non-profit ourselves, we’ve been around for over thirty years and where a capacity building group with a focus on helping other non-profits build communities of supporters with a particular emphasis on individual donors. We help them strengthen their boards both for governance and stewardship functions, as well as to make boardmember sze confident and effective fundraisers, aki function and the third area is to advise groups on the strategic use of special events. So not event management, but more the big picture of if we’re going to do something special this year, how do we make? Sure, it aligns with our capacity in our long term organisational objectives, and we don’t steer off the cliff running an event that doesn’t really fit who we are and who our audiences are and that’s related, the third part is related to what susan and i talked about using anniversaries exact effectively, basically when i would say that in a nutshell, it helps you get to the next level for small organizations that are struggling, particularly with fund-raising but also governance? Well, they may not really know that they have governance issues. Um, i think cause effective is a very good place for these organizations again, so it’s, particularly about diversifying funding when we’re talking about fund-raising for groups that have been very dependent on government or foundation, a few sources to diversify into individual donors and don’t know quite what the first steps are in aa strengthening, i think everything every organization feels its board could get to the next level so very much helping boards figure out how to be better planners and stewards of their organization. How does cause effective charge for its work? So about half our clients have a third party like united way. Or a foundation like new york women’s foundation who have funded us to work with them to strengthen them in a particular area. And about half come in having found a source of funding, either unrest, districted or a boardmember someone who feels the topic is important and helps fund our work with them. We also do a lot of work for free through partners like the foundation center and the non-profit coordinating committee, where we offer workshops, i do a lot speaking at the foundation center, i’ve never done non-profit coordinating committee, maybe you can get me in there. I don’t i’m on the board, so you are i’m talking e expected to get me, but i have done a lot of the foundation’s enter through the years on either planned e-giving or charity registration. They have an open house in november foundation center i’m speaking on plant giving a great that open house our development committee? Yes. Why is well, let’s start with why it’s important that we get to whether everybody needs one? Why is your function so important on the board as a committee? So i’m going to get a little high concept for a minute. And talk about the sociology of philanthropy and one of the key principles is that people are motivated to give and respond to their peers people who are like them in a socioeconomic way, perhaps, but i’m sure staff people listening are familiar with the fact that after a while, because they are always speaking to their boards about every possible topic, they’re urging them to fundraise becomes part of the wallpaper just become something that becomes routine. So how do we break through that to encourage and support boardmember sze to fundraise in ways that they can really here and the development committee, which is made up of their peer board members, is a key way for board members to talk to board members as a team about how we’re going to approach fund-raising for this organization, it sounds like even a small board six people should have ah, development committee absolutely so even if it’s a committee of two, although i would work to grow the board and grow that committee that’s important because the other thing is every critical function of a non-profit needs somebody who owns it. So if ah, a lot of organizations think, well the whole board should be fund-raising that’s absolutely true, the function of the development committee is to be the little wheel that turns the big wheel board fund-raising not to be the people who the rest of the board has delegated to go out and raise the money that the port thinks it should be raising, but rather it’s, the people who leave the meeting thinking about how do we move the board forward towards some fund-raising goals in between those meetings, just the way the staff does. A lot of times, i think boards delegate the fund-raising to the staff person, and they see maybe hiring their first director of development as the panacea, the cure all that’s right now, we can relax now we don’t have worry about fund-raising cause we have a director, we hired a director development so it’s his or her job. So this is why that peer-to-peer concept is so important because if we can visualize around every boardmember their facebook and lengthen networks, they’re connected to dozens, if not hundreds of people, but the staff would never have access to those folks were it not for board members willingness to be in front. Of those folk shin’s share their passion for the mission of the organization. So and typically, staff members don’t come in with the multiple of networks that aboard represents. So we say aboard is the vanguard of individual fund-raising and they have to be willing to reach out themselves to connect with other people and that can’t be delegated to staff, even if that the director of development does have networks, they’re not the networks that you, khun that person can bring to the organization their networks of other professional fundraisers, friends and family. But but it’s it’s not appropriate for this staff person to be asking their friends and family just be supporting argast that they work for well, we like staff people teo fund-raising actually, but it’s limited to their network. And if you have six, eight, ten boardmember sze sitting around the table who might offer access to hundreds more people, you’re leaving that resource untapped if you only rely on the staff to do that individual relationship building within their circles. Okay, then what is the relationship between the board development committee and either the director of development or even let’s? Consider a smaller shop that don’t even have a director development where it’s, the executive director. Sure. Well, let me start, actually, with the functions of the development committee, then it’s easier to understand. Taking taking over. All right now, i just think it’s a little. All right, well, okay. You know, i’ll say that it’s in a way the staff leads from behind. So they’re the ones who are the professionals who are thinking of, in a sophisticated way about where the organization could go for fund-raising collecting the information on what’s effective and but what they’re doing is they’re guiding the board leadership into howto have the conversation about fund-raising and supporting their fellow board members, kind of from behind, right? Okay, so so they they may in fact be either masterminding or thinking in conjunction with the head of the development committee or the board chair how we’re going to move this group, but they’re they’re letting the board voices lead the conversation around the table instead of it being their voices thie other thing is there plenty of tools that board members need? They need elevator speeches. They need talking points. They need help thinking out cultivation events to bring their friends in aa lot of different activities and events that are going to need the support of staff, the most valuable thing the boardmember brings is the ability to get someone to respond to their phone call or their appeal. Excellent. Ok, i just wanted to lay out, yeah, i didn’t want to get into detail, okay, don’t upset you, okay, we’re gonna go because right after this break was going to take right now, we’re definitely going to get into what does this committee do? Great. And then we can talk more in detail about the the staff functions to support that in detail. Sure, i just want to lay out the general landscape relationship. Thank you very much for indulging me. All right, we’ll go out for a couple minutes. When you come back, greg and i are going to keep talking about your critical development committee. E-giving didn’t think dick tooting good ending. You’re listening to the talking alternate network, get in. I think. Cubine this’s, the cook said about wear hosting part of my french new york city guests come from all over the world, from mali to new caledonia. From paris to keep back. French is a common language. Yes, they all come from different cultures, background or countries, and it common desires to make new york they’re home. Listen to them, shed their story, join us, part of my french new york city. Every monday from one to two p, m. Are you stuck in your business or career trying to take your business to the next level, and it keeps hitting a wall? This is sam liebowitz, the conscious consultant. I will help you get to the root cause of your abundance issues and help move you forward in your life. Call me now and let’s. Create the future you dream of. Two, one, two, seven, two, one, eight, one, eight, three, that’s to one to seven to one, eight one eight three. The conscious consultant helping conscious people. Be better business people. Dahna you’re listening to the talking alternative network. Oppcoll welcome back to big non-profit ideas for the other ninety five percent. Greg let’s, let’s, move right into this. Now, what does this important development committee do? Right? So i said, it’s, the little wheel that turns the big wheel aboard fund-raising so what are the functions of that cock? First thing is, it helps the board have a conversation about what are its goals for fund-raising as a subset of the goals of the overall organization, sometimes an organization says, okay, we want to raise fifty thousand dollars from individual donations this year through a combination of our event staff driven fund-raising inboard fund-raising and that goal sits there. However, the the board itself doesn’t have its own thermometer for its own activities, and commonly there’ll be a board meeting and every will say, you know, we have the big anniversary gala coming up. I know everybody’s going to go out and sell tickets and sponsorships, right? And everybody agrees at that moment, there’s a good feeling in the room, and then they go back to their regular lives and expect, as in the past executive director and the board chair going to pull the rabbit out of the hat so what we want to do is set goals for the board specifics, both for events and overall so of that fifty thousand what’s our board promised to the organization that we’re going to do let’s say we’re going to twenty thousand of it minimum, and we’re going to have a stretch goal a thirty five toward the fifty that way, the exact director knows one they can write that number into the budget and actually spend on it rather than live in suspense until the end of the year to see are the boardmember is actually able to come through and two, it gives a rallying point throughout the year for that board development committee toe work with the other boardmember sze to say, hey, we’re up to fifteen, you know, with this spring reception, we could get toward twenty five of our goal who you thinking of bringing and how much do you think they’d be able to do? So, you know, they say what gets measured gets done and setting goals for board specific fund-raising and having knows that gold monitored, but and supported by members of the board itself is a strong way to actually tow actualize those girls. What happens if the development committee brings these goals to the larger board and there isn’t support for them, so it has to be consensus, right? You can’t the ah, one of the most important characteristics of non-profit is it’s, not a command and control culture, it’s by consensus and, of course, what’s. Most important is that you bring in the board members who have the most ability in terms of your financial goals. But if you have a board with varied economic impact in a diverse board, then you also want goals that have to do with capacity. How many new people worry bringing into the organization? How many new donors without regard to the size of their gifts, how many people are we asking and those air goals that every boardmember can embrace without regard to? Hey, i don’t know anyone of high net worth and your point earlier was that these this is peer-to-peer so its board members in the development committee bringing these goals eggs, activities exactly to their fellow board members versus the staff, and it voids the awkwardness of saying, hey, reach a bigger goal that goes for my salary. Right, you can see where that might not be a most comfortable conversation foran executive director not to set a goal, but to exhort boardmember is that’s kind of hard when it when it’s partly your livelihood that’s at stake, so that’s goal setting the second thing is i mentioned is monitoring toward the goals. The third thing is supporting board members, so checking in and saying, how’s it going? What are you hearing when you’re out talking with your friends about the work or your colleagues at work? Are there additional tools that you need? What kind of events would help you bring in the folks that you think might be most interested in your circle in our work? So they’re they’re getting the chance to ask the board members how’s this process going rather than again? Exhorting people have him leave the room and be on their own teo to meet their individual fund-raising goals there’s the idea that they’re backing them up, and in fact, we advocate a buddy system where each member the development committee takes a few people on the board if you have a board that’s large enough who are not on the development. Committee and works with them over the course of the year in partnership to help them reach their goals. All right, we’re gonna have some more time talking about the buddy system of that. Because it’s ah, it brings back to my boy scout data on ah, we had troops whims. You have a swim in the water front now on the waterfront of been inspected. That’s a part of the truth from you had a buddy system and everybody had to be near their buddy swimming. And these are body checks. So we’re going aboard united now checks and hopefully they’re not drowning in the water. The board members, they’re i’ve taken that foreign so away. Other things that the committee does but let’s sze check in which this support role is this, i guess it’s not on ly at board meetings, but but we can be particularly between the time right took in board meetings is when we’re together. We have ah good feeling of working as a group and being aligned. The hard part is when we go back to the rest of our lives, family and work and our board responsibilities tend to fade in the face of the immediacy of those other things having development committee people checking in with board members in those periods between board meetings is a way to keep that present in their lives. All right, so that’s the monitoring and support role that’s that’s, right of the committee that’s right and listening, you know, there’s such a key thing in all fund-raising but hearing how’s it going for this difficulty thing of asking for money and and and finding out what’s, easy, what’s, hard, and and also because each development committee person is talking to a few people, they start to see what the commonalities are, you know, something’s missing from our pitch, i’m hearing that from several people. What about dealing with the recalcitrant board members so kind of in a version of everybody bring in stories, but sure, if you want to tell me so in a version of the buddy system, one one great system is to take boardmember sze who are experienced and confident and match them up, whether they’re on the development committee or not matched them up with newer boardmember czar or board members who are more reluctant to ask and have them go. Out together, for instance, on and ask so that the lesser experienced person had has a chance to see how it’s done and participate first. So great great example a peer-to-peer support there thie other area that often happens is chaillou i think i’d liketo have host a house party to get some of my friends, but i’m not sure enough people will turn up, and i wouldn’t want the embarrassment of having an empty room. Well, is there another boardmember thatyou could pair up and co host together, for instance? Excellent. Okay, and we’re going to talk about the recruiting, but but just it’s coming to my now the ah fund-raising expectations e-giving of board members at the recruitment stage can we just can we talk about that confession? How explicit should we be? Should it be in writing? Not in writing? How do we have this conversation about fund-raising expectations at recruitment? Great questions so that that’s really the next evolution of board fund-raising goal setting, which is ok overall, is aboard. We’re going to set some goals and then the next step is to say, what does each person think over the course of the year, they khun do toward those various goals. Can they host an event? Will they show up at other events? How many new people do they think they can bring into the fold? How many people do they think they can ask for money and at what levels? And, of course, for their own giving what? What between events and an annual gift? Do they think they’ll give and that’s important? Because that’s really where the rubber meets the road and being able to match the aspirations of a goal with what’s actually likely toe happen over the course of the year, and it let’s board members reflect on what they can, what there actually able to do? Dahna what’s easy and then what becomes a stretch? And if you add up, if you get people to write down on ah pledged pledge form pledge is probably the wrong word, but a projection form of what they can do, and you add that up, you see two people’s own projections of what they do get anywhere close to what we’re projecting as a goal overall, and if it’s too far apart than either you have to lower your goal or ask people. To redouble their efforts. All right, but still sticking with the recruitment stage. Yes, we putting all this, these expectations in writing for the boardmember the the potential boardmember boardmember including yeah, ideally, yes, because particularly if you’re trying to recruit people who are experienced and fund-raising the more organized and clear you are about what’s expected the more comfort that they’re going to feel in joining your board. You know, they say you want something done, ask a busy person. Yes, the worst thing you could do is say you’re so great and experienced wolf will find lots of roles for you. I think busy people run from vagueness. If you say we are looking to recruit five sponsors from fortune five hundred companies, you work for such a company and you have a network. It is our hope that you will help us, particularly the sponsorship area. Then the person can evaluate. Can i step into that role? And can i meet those expectations or not? Versus so often we recruits on because we have unspoken sense of what their connections will bring spoken and and then it turns out either the person’s already committed those connections to another cause or they’re not a confident fundraiser and the last thing they’re going to do is turn around, use their business relationships for the charity. Okay, okay. Let’s, let’s. Go back, tio the functions of the of the development committee beyond the goal setting and monitoring. And so there’s ah, one really critical one, which is to celebrate success. And that doesn’t mean just when the check arrives. But when that person who was a recalcitrant, ask her, ask their first person whether they get a yes or a no, we want to say, i want to acknowledge tony for stepping forward and actually sending out that appeal that we might then want to be the step pick somebody else. Okay, okay. I don’t want the recalcitrant. Okay. Ah, so we’re doing this in public at the board meeting at the board neo-sage celebration is the best way tio provide positive feedback for somebody’s step so that’s another aspect of that pure culture, which is we all have an equivalency of effort. And when we when we step forward to do that and show her on the bus ah, the rest of us acknowledge it and celebrated and in all forms you notice? I wasn’t talking about the amount of money i’m really talking about nufer fund-raising activities, right? And what other one of their activities should we be should be celebrating the first ask the first ask turning out ah, above and beyond kind of number of people to an event taking a leadership role by hosting an event or at the event itself, doing a great job with follow-up and saying thank you to donors on behalf of the organization and the board there’s so many activities that don’t involve asking that any boardmember can undertake, and then we want to say, great job, you know, both to reward that person and also to give the message to the other people around the table, you have the chance to step in the limelight as well. That’s cool the celebration. I haven’t heard that you mentioned the board members thanking i love that. I have heard that suggestion that at a board meeting or a special event, i’m a special evening, a bunch of board members around a table, and they’re just thanking donors for having made recent gift so i love a one to one thank so encouraging board members to make a phone call, maybe to someone that they haven’t met, you don’t know me. My name is greg on the border cause effective and, ah, i’m calling to thank you for your support and ah, and then you wantto what’s that person thinking there’s an ask buried here and then you have the boardmember say, i just have one question for you, and they think here’s, where the shoe drops, why did you choose to support our cause? And then they’re going to hear a bunch of extraordinary reasons that come from the heart of that donor it’s reinforcing to the boardmember oh, you know, we’re not out there with our tin cup. People are giving because of a connection to our mission and when’s the last time you got a thank you call from a board member of a charity you donate to never happens. So even the smallest organization that’s their comparative advantage against channel thirteen. Yes, they can thank every single one of their donors personally, right? Logistically, do you like to do those where? It’s a bunch of board members in a room together, and they’re they’re encouraging each other? They’re making individual falls or you rather have people do it from their home or their office depends on the size of the charity, you know, university’s love those call a thon. Alumni call it on things. Thank you. Call. Thank you. Write well for whatever i think it’s hard enough to get a board together for its general deliberations so i wouldn’t complicate matters. Ah, and let people also let people make those calls on their own schedule. So you’re giving them a list of dahna people little information about them? Ah, script that’s one of the forms of support staff can provide so that until someone gets their sea legs in these calls, they know what to say after a few it’s going to go easy and yeah, and you’re gonna hear terrific, heartwarming stories about why this is it right? So that, yes, your point that reinforces for the boardmember there are people all of us and it says now now now there is a step toward their getting confidence to be askanase themselves. Excellent that’s a great one. Okay, this celebration and the thank you’s. What else is there more this committee can be doing to turn the bigger wheel. Well, do you want to touch on recruitment? Not yet. It felt more that the committee khun do other functions. Those air, those air, the main function. Okay, can we talk about staff support? I have time to go short. The agenda with you. You’re you’re the board meeting with an agenda. I’d rather talk about a staff support for all these activities for yes. And then we’ll come to recruitment and mentoring. Right? Our buddy staff support. So ah, this could be the executive director without who doesn’t have a director of development supporting this a ll this committee work that’s correct. It’s always the exact director who has some involvement. Even with the development director. Just the way you observed the board can’t relax when they hyre their first development director. To manage all this. The staff can’t relax just because the board’s formed the development committee and there’s a good, vital conversation about board fund-raising taking place. They’ve got to be providing those tools. And that support because boardmember don’t have the time toe manage the infrastructure of fundrasing that’s still falls to the staff, including very importantly, if this is working, having a system for tracking all the contacts, all the people and the contacts that are made with those folks over time. So there’s a good record of the relationship that’s important staff function yes entering into r r fund-raising database are exactly our cr m database that’s, right? The contacts that are made calls that i made the right back we get, and then something very basic when so in response to a board appeal, so let the boardmember know that it happened so that they can say thank you and avoid the embarrassment of running into the person who is waiting to be thanked and the boardmember doesn’t realize the person made a gift, right? So keeping the board members up to date on what’s happening in terms of their contacts and overall for that monitoring function is really critical. All right, so the running of these reports, right for right? For the for the board, right? And it’s it’s, partly the staff celebrating with the board to say, hey, your donor came back this year with an even bigger gift when you give me a call and say thanks that’s. Great, yes called. All right, um, i have to talk. Ah, i’d like to talk about ah, an organization sponsors non-profit radio generosity siri’s and i don’t know do doo ahh and your strategic use of events, teo do runs and walks ever ever figure in so some of our groups do do walks, we don’t get involved in any of the you’re not planning on you know, but but we’ll ask the question, you know, do you have a broad enough constituency base to have confidence that you’ll recruit enough people to make a walk or run successful? You know, you need zack, i need a word pretty well established network, and you need people who are willing to be the cheerleaders to bring people together in that, for instance, for organizations that can’t generate hundreds of unity’s hundreds. If you’re gonna have your own stand alone event for organization that can’t do that generosity, siri’s generosity, siri’s dot com their sponsor and they host multi charity five k runs and walks i am seed one of theirs last november, little chilly day. But it’s still great fun. There were about a dozen charities they had about no two hundred or so to fifty runners. Among these dozen charities, one hundred thirty, one hundred forty thousand dollars was raised, and it was great fun. And none of the charities could generate enough support. Enough participants on their own. But collectively through generosity siri’s they had this great event and generosity. Siri’s does all the all the back end work of licensing. We were in what’s the huge park in brooklyn that take part. We’re provoc piece of problem back park. They got the licence to get the port a johns to get the amplification and the big start the starting gate way in the finished gateway. And, um, it’s all done. Very smart, great. And its collective that’s. Quite if you would like tio. See if it makes sense for you to be a charity partner of generosity. Siri’s do what i do. You know, i like to talk to people. Pick up the phone. Devlin is the ceo and he’s at seven. One eight five o six. Nine, triple seven if you prefer generosity siri’s dot com a l s i’m keeping this video on the top of my sight tony martignetti dot com for a third week because i want people to get off a less is back let’s give them a chance to see how they’re going to manage this enormous growth. And next week we’re going to hear directly from the ceo and president of l s she’s going to be my guest. Barbara newhouse, we’ll hear first hand how they plan to manage this enormous spike in donors and dollars. The show next week is going to be a google plus hang out on air. We’re doing it from the chronicle of philanthropy offices in washington that’s where l s is that’s where the chronicle it obviously and that’s where i’ll be, because i’d like to be face to face with with barbara new house so you will join the google plus hang out on air at tony martignetti dot com that’s the place to view. We are definitely taking questions for barbara throughout the hour if you know how hang out on air works, you just type in your questions if you don’t, we’ll explain at the beginning, so very exciting show. Next week and very different format you come here to, well, not don’t come here, come to tony martignetti dot com and that’s, where you’ll watch the hang out on air with a less is president and ceo barbara newhouse, and that is tony take two for friday, twenty sixth of september thirty eighth show of this year thank you, greg, for indulging me little pleasure. Um, let’s, let’s, talk about let’s continue the staff support training. I’m glad you brought it up. Of course that’s one of krauz defectives great loves as something we provide, which is so few people come to a board with either fund-raising experience or a positive fund-raising experience, right? We’re lucky if we can recruit someone who’s been a great fundraiser for their alumni association or another non-profit but most often we’re recruiting people who are willing and interested, but i haven’t had the chance to fund-raising a systematic way before and of course, like everything else that we need to master in our lives, we need some training and information so staff arranging for training to make boardmember more confident is a great idea and cause effective could be the real happy that makes you happy to be a provider of such training latto onboarding persuasive years of experience, i could see you moving and motivating boardmember toe task that they’re not comfortable with at the beginning of your of your so i’d say it’s a little bit like arthur murray’s dance studio, we paint the steps on the floor, we get people toe awkwardly, try those steps and it gets more and more fluid until they discover you know what? I really like this so let’s, move them. Tio recruiting yes, talk some about recruiting to the development committee, so we have our board who were responding specifically for this committee, so i always take the extreme position not often embraced by every board. Every new member of the board should be placed on the development committee, plus one other committee. So i like to give the message right, it’s just a place to start. Absolutely because one people are at their highest point of enthusiasm, usually when they’re joining aboard two they don’t know better, right? If the culture of the board is a few people carry all the weight for fund-raising we don’t want them to sink to the lowest. Common denominator after going to a few meetings, so let’s grab them while they’re hot and put him on that development committee and then if you’re organized enough maybe to serve on one other committee as well, so that would be my preferred position. But i would say, of course, anyone who’s got prior experience ought to be recruited because they can help with the planning function and be creative about how the board can be fund-raising but really, what it really is a question of there’s someone have to desire to give it a try, and if you’re providing the tools and the training than anyone who’s willing ought to be added to that committee and bring in that new energy, can they also be mentors? Now they’re new board members? Can they be mentor? They’ve got what has the Numbers and actually 1 of the great ways to turn around the culture of a board that has gotten a little stagnant on fund-raising or has never stepped up is to bring in some fresh blood who are able to say when i did it over here, this is what worked and really help revitalize that culture i’ve even seen that work with some organizations that have young professional boards or junior boards where the enthusiasm of those young folks actually ah, crosses over and helps the established board embrace some goals with greater energy infecting them. They’re like their youthful energy that’s, right and vigor that’s right? Who do we look forward to lead our development committee? That’s a great question, so good question forty minutes, that’s a pretty good now they’re evolving right chair the development committee. You want someone who’s, a good cheerleader who relates well to other board members can communicate well, they don’t have to be the most generous giver on the board or necessarily the greatest getter. In fact, you probably don’t necessarily want the wealthiest person on your board to behead development committee because other people will look and say, well, they have the resource is of course they do. It seems effortless. You don’t identify with the right, right? So you want someone who’s really out there showing their commitment to the organization, but both by e-giving stretch gift themselves and out there asking widely in their circles durney ideally, that person would have prior experience, but it’s really the effort? They’re willing to put in that counts the most in their willingness to be a role model, because and this is true for all bored fund-raising if you’re not a giver yourself, it’s very hard to ask others to do something you’re not doing beyond that. I think it’s great to get experienced people for that mentoring and butting up, they can help with the training. They can help build the confidence. So you do want a cadre of people who are comfortable around the fund-raising conversation and who are well regarded by other board members so that they can induce them to join that conversation. Let’s, have a body check? Yes, the buddy system could we say more about how the development committee is mentoring and buddying with shirts? Are what’s the idea that you’re providing focus on fund-raising gear around and you have somebody on the development committee who really comes to understand what’s going on in the mind of their fellow boardmember who their networks are can be a thought partner and how to reach them. I can understand where their fears or inhibitions are and helped develop ways of overcoming them also hears what do you need to be successful? Would you like practice in making the elevator speech? Would you like to be paired with someone who’s going out, making an athlete, see how it works? Do you want a staff person to join you? And you’re asking because you’re not confident that you could answer detailed question about the organization’s program so that someone who can check in and ah, that the boardmember can reveal themselves to without exposing the fact that they might feel like to write about a topic and facing the professional staff, that might be an important aspect. We have just a minute left, okay, i really would like to hear what it is that you love about the work that you’re doing with boards. Well, you know, we say that boards are the most important volunteers of any organization, so we work with so many fantastic organizations and missions and boards are the place where you see people who, despite busy lives, step forward to make these organizations successful, make incredible sacrifices are incredibly generous with their time and expertise. So it’s fantastic to be in a room with people who are thes chief cheerleaders as volunteers around the widest range of causes it’s very noble calling great going senior associate at cause effective on twitter, they are at cause effective, and greg on twitter is greg causevox greg cause you want to follow him. Greg, thank you so much. My pleasure. Thanks so much. Now the interview that i did at ntcdinosaur profit technology conference on ah, creative commons one o one with carly leinheiser welcome to tony martignetti non-profit radio coverage of the non-profit technology conference and t c twenty fourteen we’re at the marriott wardman park hotel in washington, d c with me is carly leinheiser she’s, an associate at perlman and pearlman that’s, a law firm in new york city. And her workshop topic is share use remix an introduction to creative commons. Carly welcome. Thank you. It’s. A pleasure to have you. Thanks, it’s. Great to be here. Thanks. And thank you for taking time on a pretty busy conference day. What is creative commons that i think a lot of people have heard of and not so familiar with? Sure. So creative commons is itself a non-profit they were founded in two thousand won with a mission of making the basically making content. On the internet accessible, so they developed a suite of licenses, which are basic copyright licenses that allow creators, artists, authors to distribute work under one of these licenses, and that signals to anyone who might find their work that it’s freely available for use subject to certain different restrictions. So this is quite a service, really it’s a certain unorganised ation serving non-profits and making content available, right? I mean, they’re serving not only non-profits but sort of ah, the larger idea of basically the commons there, they’re making a easier to put more works into not exactly the public domain because they’re still under copyright but making more works freely available for anyone to use. So the idea is that right now, the way copyright works is any time that somebody creates a work it’s automatically subject to copyright, you don’t have to register it. You don’t have to put a notice on it if you’ve created a work it’s copyrighted on dso that’s what is known as the all rights reserved model and that’s what happens automatically so if you are an artist and you get benefit from distributing your photos online and having other people take them and incorporate them into their works. It’s hard to do that because somebody would have to seek you out and get individual written permission from you in order to do that. Otherwise they’d be infringing your copyrights. But most people’s experiences it’s incredibly easy to find content online that you can just, you know, screen. Grab our download and creative commons brings the law in line with that experience that it’s fine it’s easy to find content online, it’s easy to incorporate it into new works. And so by with using these licenses, it makes it easy for people to know they have permission from the artist to do that. Do we need to know a little bit the basics of intellectual property law before we go to into too much detail? Well, i think that that sort of covers it so i could say copyright well, i could talk a little bit about it. Copyright is ah, is basically a bundle of rights that anybody who creates a creative work gets in their in their work. So you have a set of exclusive rights that you’re the only one that you khun the only one who can exercise those rights with respect to your work and um and then you can also assigned those rights or licenses rights out to other people. So you have the right to use the work to distribute it, to make copies, to make derivative works or a new work based on the original work, so that something like a translation or collage would be a derivative work and to license that out to other people. So what you’re doing with the creative commons licenses, you have your bundle of rights and you’re saying anybody can use my work. Anyone has access to my work. Andi anyone can exercise those same rights as long as with all creative commons licenses, you have to give attribution or credit s o you link back to the original work and then there’s certain other restrictions that are in some of the different licenses. Okay, on dh. Some of those different restrictions is get a little too technical. Know that’s that’s, sort of the heart of creative commons there’s. Six basic licenses. So all of them, including attribution requirements. So say i post a photo online and i license it under a creative commons attribution. License that means anybody who came across my photograph could take it, download it, use it, put it into a new work. All they have to do is give me attribution. So that means maybe linking back to my web page just putting my name on it. And i i would normally specify how i want to be attributed. So some of the other restrictions are share alike. Which means that i would license my photo under a creative commons attribution share alike license meaning anyone could take my photo, download it, use it, make a new work with it. But if they did that and distributed that new york new work, they’d have to release it under the same license. On this is a concept called the copy left and the ideas that i’ve created a work that someone else is used. And then now their work is also in the commons for anyone to use s o, for example, wikipedia’s content is licensed under c c it’s, cc by essays are creative commons attribution share alike license so anyone can use the content on wikipedia and incorporated into a new work. But then they have to also license it in the same way, so grows the body of work. Exactly. They’re two other restrictions. One is no derivatives, meaning you can download my work. You can share it or distribute it, but you can’t change it in any way, so i’m not allowed to make a new work based on it. So you’ll see this sometimes with some sort of reports that in the case of non-profits, maybe report that you’ve published on a particular policy issue, and you want that shared as widely as possible. But you don’t want people sort of taking accepts. Reinardy. Or, you know, photos, or maybe personal histories, things that, like you want shared sort of intact on dh. The last restriction is a noncommercial restriction, so that means anybody could use the work as long as what they do with it is for a non commercial purposes. Ok, thank you, little detail. But details, i think, are interesting. I think they are. You think they are. I think they are all right. You’re listening to the talking alternative network. Oppcoll have you ever considered consulting a road map when you feel you need help getting to your destination when the normal path seems blocked? A little help can come in handy when choosing an alternate route. Your natal chart is a map of your potentials. It addresses relationships, finance, business, health and, above all, creativity. Current planetary cycles can either support or challenge your objectives. I’m montgomery taylor. If you would like to explore the help of a private astrological reading, please contact me at monte at monty taylor dot. Com let’s monte m o nt y at monty taylor dot com. Are you suffering from aches and pains? Has traditional medicine let you down? Are you tired of taking toxic medications, then come to the double diamond wellness center and learn how our natural methods can help you, too? He’ll call us now at to one to seven to one eight, one eight, three that’s two one two, seven to one eight, one eight, three or find us on the web at www dot double diamond wellness dot com. We look forward to serving you. Talking alternative radio twenty four hours a day. I’m christine cronin, president of n y charities dot orc. You’re listening to tony martignetti non-profit radio big non-profit ideas for the other ninety five percent. How do we how doesn’t know provoc about using creative commons? What do we need to do right xero assumes we create something. I understand we have a bundle of automatic rights, but we’re talking about now making it available under creative commons license. Sure. So if you want teo well, i guess i’ll start with how do you find works that you could better license? Okay? Because they think that’s a lot more people have experienced with searching on flicker, for example. So if you’re looking for save photographs to put on your website or incorporate into a brochure and you want to find a photo that’s, all you have to do is give attribution to the person who made it. You can go on. Flicker flicker has a search feature and also the creative commons website itself has a search feature where you can go in and specify what you want to do with the work, whether it’s going to be for commercial or non commercial purposes. O r all you want, you want the least restrictive license and you put in your search terms and it pops up. So when i was putting together my talk, i wanted to find pictures of cute cats because that’s, what people like to look at on a saturday morning esso i search for cute cats license under creative commons license and found a whole bunch as far as really seeing your work under creative commons license if you’re distributing it online, creative comments has a licensed chooser on their website, so you don’t even have to really know the technical restrictions you go in and you say, i want people to give me attribution. I want to allow derivative works or not if i allowed derivative works, i want them to be released center share, like license or not, and i’m ok or not with the commercial uses, and then creative commons tells you which license you’ve picked on degenerates thiss html code that you can embed on your site, which then makes your work searchable by license. Okay, you become part of the search results and and it generates a little button you can put on the work, so you’ll see in a lot of like footers of websites thiss you know this pages published under creative commons license in which one? Okay, now the search function sounds pretty. Easy finding finding going back to finding content. Pretty simple. Yeah, it’s really simple the the only risk is you want to make sure that that thing’s air correctly tagged so but it is really pretty intuitive and you khun search you can search flicker you khun search through google images i think that there are more and more search engines that are supporting a search by license, so it is really easy to use and in terms of releasing your own content, any restrictions on what that content is? Well, i mean, it’s basically anything that’s subject to copyright so you wouldn’t you use a creative commons license with se your trademark or something that was protected by patent law, not copyright law. It also doesn’t deal with model writes in photographs, so if you have a photograph that includes an image of a person, creative commons doesn’t really deal with that person’s right of publicity or protections that they get for being in the photograph. So there was actually a litigation over this issue where a company used a photograph that included an image of a person, and the photographer had released the image under creative commons license. But never secured the model rights s o the person in the image sued the company and ask them to stop using it. Okay, are there other other cases that air don’t necessarily mean litigation case? Maybe client examples? You know that air that interesting, that and somewhat, you know, instructive. Yeah, so, no, i don’t have any specific client examples. They do have some examples i found in researching for my talk. One of my favorites actually is the brooklyn museum, which is i live in brooklyn, so i have a lot of pride for the brooklyn museum. They do really interesting things with their they’ve done two very interesting things. One is that a lot of their collection, they made their collection searchable by license. So much of their collection is very old and in the public domain, so you can now search their collection online and see what’s in the public domain and use those images if you want, and i actually incorporated a few of their images into my presentation and where stuffs not out of copyright but they on the right, innit? They’ve released it under creative commons license so you can use some of the works in their collection, another interesting thing that they did was in connection with the show they did a few years ago, go called who shot rock n roll, which was a series of portrait it’s and photographs relating to rock n roll. They did a remix contest, so they had chris stein and believes his name from blondie put together a bunch of tracks that he released under a creative commons license. And then anybody could download those tracks, remix them, upload them and those tracks would again be really center creative commons license. And they picked a winner, and they’re all available on their website. Um, it’s really interesting. So it was this great way to engage with their community and sort of further their mission of, like, getting culture out to the public on really engaged people while completely avoiding the issue of having to get signed releases and have people wave their their rights or sign rights toe in their tracks that they made to the brooklyn museum. They were just available to use, which i think is a really interesting example of what you could do. So photo contest anything like that video as well, video yeah, absolutely. I think on a new tube, isn’t there? Ah, little pull down window, whether you want to use a have a standard creative commons license to your video yeah, i wouldn’t be surprised i’m not positive, but i think that sounds right. Ok, i think they have a three or maybe four licensing options, and one of them, i think, is standard creative commons license. Yeah, and actually, when i was uploading my slides, teo the ntc, they asked whether i wanted to release my slides under creative commons license or not, so they’re they’re on top of it. Excellent. Well, you know, i don’t know what teo asked specifically, but what more do you want to share that we haven’t talked about? Let’s see, i think i mean, one of the things that i think is most interesting for me is they think a lot of non-profits have have sort of limited experience using creative commons in looking for photos and things like that on flicker, but i think that there are a lot of great examples of non-profits really saying they’re content under creative commons license, so not only so the brooklyn museum is a good one, but and wikipedia is another one. There’s, another organization called teach aids that creative commons features it’s a case study on their site. They big, they make sort of educational health materials that are really sandorkraut of commons license so anybody can download materials from their sight, redistribute them on, and i think for non-profits that have any kind of educational mission thie idea that you could create these materials and then just release them out into the world and they would be freely shared and no one had to worry about, like, violating your copyright if they wanted to download a report or, you know, i know your rights pamphlet or health materials, those kind of things i think are really great uses for creative commons, particularly for non-profits that have a mission based on education, where you’re not worried about so much selling individual copies of your materials, but that the more you get the word out about your organization by distributing materials, you’ll get your name out donordigital here about you, and you don’t have to worry about the transaction costs of negotiating, you know? Oh, okay, that person could buy a copy to do this or that. So i think it’s one of the more interesting things, all right, i hope listeners will pay attention to a creative commons both in terms of their own you’re your own work and and searching for others as well. Sounds like it, sze i’ve learned a lot more about the community then thin. I knew. Thank you very much, carly. Yeah. Thank you for the pleasure. Carly leinheiser is associate perlman and roman. You’re listening to tony martignetti non-profit radio coverage of ntc non-profit technology conference twenty fourteen. Thanks so much for being with us. My thanks to everybody at the non-profit technology network and ten next week. Barbara newhouse ellis is president and ceo for the hour joined the hangout on air at tony martignetti dot com regular time one p m eastern. If you missed any part of today’s show, find it on tony martignetti dot com it’s, the store it’s, the center of universe you’re seeing this so all things emanate from there generosity siri’s and their charity support team that helps you in your fund-raising think about them for multi charity five k runs and walks generosity siri’s dot com seven one eight, five or six. Nine, triple seven our creative producers, claire meyerhoff. Sam liebowitz is our line producer. Shows social media is by julia campbell of jake campbell. Social marketing and the remote producer of tony martignetti non-profit radio is john federico of the new rules. Our music is by scott stein. You with me next week for non-profit radio. Big non-profit ideas for the other ninety five percent. Go out and be great. I didn’t even think that shooting the ending. You’re listening to the talking alternate network. E-giving dahna cubine come. Join us for the thirteenth annual vigil for international peace and ecology on sunday, september twenty one. From nine a, m to six p, m celebration of live music and dance performances spoke a word human-centered line art installations in a world peace flag ceremony that celebrates the united nations international day of peace. That’s sunday, september twenty one from nine a, m to six p, m central park numbered band shell by the bethesda fountain. For more information or volunteer, go to www. Dot vigil number four. International peace dot borg that’s, the number four in the earl, or call to want to chip in to five, four, three two to want to triple. Two, five, four, three two we’ll see you there. Heimans you’re listening to talking alternative network at www dot talking alternative dot com, now broadcasting twenty four hours a day. Have you ever considered consulting a road map when you feel you need help getting to your destination when the normal path seems blocked? A little help can come in handy when choosing an alternate route. Your natal chart is a map of your potentials. It addresses relationships, finance, business, health and, above all, creativity. Current planetary cycles can either support or challenge your objectives. I’m montgomery taylor. If you would like to explore the help of a private astrological reading, please contact me at monte at monty taylor dot. Com let’s monte m o nt y at monty taylor dot com. Are you suffering from aches and pains? Has traditional medicine let you down? Are you tired of taking toxic medications, then come to the double diamond wellness center and learn how our natural methods can help you to hell? Call us now at to one to seven to one eight, one eight three that’s to one to seven to one eight one eight three or find us on the web at www dot double diamond wellness dot com way. Look forward to serving you. Talking. Hyre

Nonprofit Radio for September 12, 2014: Your Online Approach Plan & IRS Helps You Market

Big Nonprofit Ideas for the Other 95%

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Tulani Elisa, Dottie Hodges & Amanda Heidtke: Your Online Approach Plan

Tulani Elisa, Dottie Hodges & Amanda Heidtke
With (l to r) Tulani Elisa, Dottie Hodges & Amanda Heidtke at NTC

If you want to reach and engage effectively online, you have to plan. What’s the leadership role? How do you get buy-in on the plan? What about those who stray from agreed goals? Tulani Elisa is social media manager for Threespot, and Amanda Heidtke is director of digital strategy for Hodges Consulting, where Dottie Hodges is president. (Recorded at NTC, the Nonprofit Technology Conference 2014.)

 

 

Yigit Uctum: IRS Helps You Market

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Yigit Uctum is a CPA with Wegner CPAs. He’s got ideas for using your IRS Form 990 in your marketing. See, it does have a purpose.

 

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Hello and welcome to tony martignetti non-profit radio big non-profit ideas for the other ninety five percent. I’m your aptly named host. We have a listener of the week. John fulwider he’s new to non-profit radio from when dorrie clark was on two weeks ago, he tweeted that he was binge listening to shows, and i love that i had to make him listen er of the week john is in lincoln, nebraska, he did a ted x talk about his own infertility. He’s a coach for non-profit ceos on twitter, you’ll find him at John m fulwider with 1 l congratulations, john listener of the weak and thank you very much for binge listening. The non-profit radio i’m glad you’re with me. I’d suffer retro peritoneal fibrosis if i came to learn that you had missed today’s show you’re online approach plan. If you want reach to reach and engage effectively online, you have to plan what’s leadership role. How do you get by in on the plan? What about those who stray from your agreed goals? Tulani elisa is social media manager for threespot. Amanda heidtke e is director of digital strategy for hodges consulting where daddy hodges is president and that was recorded at ntcdinosaur non-profit technology conference twenty fourteen and irs helps your marketing you eat coach tomb is a c p a with wagner cpas he’s got ideas for using your irs form ninety nine ninety in your marketing, it does have a purpose on tony’s. Take two get off ellis is back for pizza. We’re sponsored by generosity siri’s hosting multi charity five k runs and walks here is my interview on your online approach plan from and t c welcome to tony martignetti non-profit radio coverage of ntcdinosaur non-profit technology conference two thousand fourteen we’re at the marriott hotel, the marriott wardman hotel in washington, d c and with me now are tulani elisa, daddy hodges and amanda heidtke e tulani is social media manager for threespot daddy hodges is president of hodges consulting and amanda high key is director of digital strategy at hodges consulting. Welcome, ladies have all three of you your your workshop topic? His strategy is not a four letter word. How setting a plan for your online approach reaps rewards tulani let’s still you’re closest to me let’s start what what do you, uh at threespot? What do? You think some of the shortcomings are that not necessarily at threespot, but that that non-profits generally are not strategic enough about what should they be doing? A lot better? You think so at threespot we design websites and make social media strategies analytic strategies in digital strategies for non-profits for ngos, for government organizations. So that’s what we deal with all the time? Ah, a lot of the time what happens is non-profits think, oh, we need to do social and then they don’t think we should happen approach. We should make sure to go about it the right way. We should do some pre planning, they just kind of want to get into the space because it’s so fast moving fast paced on, always changing. So a lot of what kind of we are going to be talking about our panel is really you know how a digital strategy could play out things like social media or website design or any kind of approach that you have online. So a lot of times, it’s the kind of leap without really knowing what snacks in. So we want to talk about what you do before you leave daddy, i imagine you see much the same thing at hodges consulting we do and, you know, i think tulani is reference to what we call shiny object syndrome is one of the the biggest players also kind of the collective sense of, you know, we’re looking at things from a organizations perspective, you know, our program work our mission, how were structured as an organization, the content we produce, but we find increasingly, organizations need a little help in seeing it from sort of an outside perspective in terms of who are we trying to reach you, our target audiences? What are they looking for? And then what do we want them to do? What’s what the engagement components that we want them to accomplish? And so having that sort of step back first really helped productive strategy gain results in the end that shiny object syndrome you mentioned? What are some of those shiny objects that you see clients reaching for you name a twitter blogger? We won’t read it. I mean, it’s, just ask twenty sites. Yeah, we want this amazing he website that does everything from soup to nuts. Um, really, what they want to do is find out what that target audiences that will reach their mission will reach and do that thing, not try to be everybody’s everything not try to be the website that gets thie program directors needs met. The executive directors needs met the needs of the membership services department, but rather figure out what the organization’s mission is and how they can leverage that website or that social media project and used it to get that message out, which is what the audience wants, not necessarily what the organization thinks he s so we should be thinking about what our constituents are on doll in all their different varieties, what their needs are everybody everybody’s nodding? Yeah, definitely really important for organizations to stop thinking like organizations and more like their constituents and and thinking about what they want to hear and the people that are looking at their social media pages or their blogger, their website and what really connect with them. And you can do that easily through doing audience research through, you know, going through and seeing you know what posts and what content is really working, resonating with people, what are they engaging with? And and what’s not working and how do we change that? And you can also really look at the landscape and look at your peers and say, okay, what are they doing that we’re not doing that’s working, you know, and it’s so much of it is really, you know, taking what you see with your own stuff, taking what you see from people that have the, you know, the best in class work and saying, ok, this is working for them, how can we, you know, do that for our own selves actually could even go so far as to be sharing their content that you see doing well, let’s, let’s give a shout out to our our colleagues over at whatever the other organization is that for? For sharing this mean, or, you know, whatever exactly it could be sharing content on dh using, you know, third party content is always a good way, teo, you know, get people to show that you’re a thought leader and to show that you’re someone that really, you know, knows what’s going on because you’re observing other people in the space and it’s also a good way, you know, most people that are in design and articulation, you know, you’re stealing from everywhere, you know? And and then you’re you’re making that into something that works for you and that’s, okay? Because what you’re doing is is kind of making, showing that you understand what’s happening because you’re actually going back, creating your strategy and saying, oh, they did this how can we work that into our goal of, you know, fund-raising how can we work that to our goal of awareness? So really, you know, yes, very party content, but also really using those things up for your own and making that your own as well to fit into your strategy? Okay, daddy, how are we going to get started in being more strategic and invoking the bomb? I’ll tell you what, it’s, not for start there. Uh, it’s not panic. It’s not panic central. And i think a lot of organizations look at the different challenges where the different needs or perceived needs of the organization and have a little bit of that panic moment. How do we start? How do we begin to know what to do first, what tactic to pursue and so are approach essentially is to say, we’re going to take a step back and look across the organization collectively, this is the key word right and agree upon what our goals and objectives are as an organization are our priorities to dr membership, which is ok now, let’s agree that that’s call it what it is and agree that that’s the case, is it advocacy direct actions or some combination and getting everyone collectively to head nod in the same direction about those goals and objectives to then say, ok for that objective, let’s look at our audiences and do the research tulani is talking about to then roll out, and we can talk a little bit more the later stages, but i wantto i actually have a man to talk a little bit about, you know, sort of getting those heads nodding in the right direction and how that happened. Well, now that’s the critical piece, okay? I know you’re president of hodges consulting, but i’m the host of tony martignetti you do what you like way are going to get that because actually i want to deal with the how twos we don’t want only be at the theoretical devil, right? But i do want to ask you a question about leadership if we’re going to get all these people seated around the table and ultimately, which could be a bit of a process like, but ultimately agreeing, we’re going to have to have leadership hyre buy-in to this to this process, absolutely leadership engagement is critical, and that might be at the executive director level. It might even be the board involvement in some cases, depending on how the organization works but making sure that there’s a team assembled, we call it a core team that is generally a smaller group that has the authority and autonomy to drive the process because we want leadership engage, but we also don’t want leadership to get so involved in the granular pieces, let’s say we move forward with a website redesign, and we’re talking about those very particular components we want that core team, they have the authority to move the project forward and then engage others in the organization as appropriate, you know, external audience research, whatever it is, but that engagement of the leadership, the organization is critical to move the project forward and what’s also important with leadership. A lot of times, you’ll see. It’s that non-profit is really getting them to buy into that strategy like you were saying, so having them understand, you know, this strategy is going to help us reach this goal or this is, you know, this is what the r o is going to be. This is the return on investment that we’re going to get out of doing this out of, you know, making our website better or having a blogger doing that kind of thing and then showing them those results after lorts so a really important part is to set metrics and to have analytics and to say, you know, we want to do this, we don’t want to put out this picture just hits a pretty picture of something we want to do this because we know this picture is going to get a decent amount of shares that’s goingto connect to more people, that’s going to get us more donations. So so really, like daddy was saying, not being too granular, but showing them the bigger picture of, you know, here’s what we can get out of this, you know? And i would add it’s not even just getting their buy-in but it’s getting them to stay focused on what the goal of the project is, whether it’s a website redesign or a social media campaign, having served for eight years as the director of online operations, that trout unlimited, which is a large, large non-profit that has chapters and councils all across the country as well as the national office, and they all want to work in concert together and leverage digital media, getting everyone in the room together to pick a few key goals, and then to pursue a project with that premise so that every decision that you make along the way happens with the vision of these are the goals were trying to me, and when you’re making a decision along the way, it has to meet that metric and that goal, because it’s, very easy for non-profits internally, too have shiny object syndrome, but past that, too also change their mind midstream mid project about what the goal of it is about it’s, horrible and it’s rampant. I find that having worked on the other side of the table worked for a nonprofit for so long, it was very hard to keep everybody who needed to be have. That by and focused along the way as to what the end goal really is. E-giving didn’t think shooting. Good ending. You’re listening to the talking alternate network, get in. I think. Cubine this’s, the way we’re hosting part of my french new york city, or guests come from all over the world, from mali to new caledonia, from paris to keep back. French is a common language, yet they all come from different cultures, background or countries, and it common desires to make new york they’re home. Listen to them. Share this story. Join us. Pardon my french new york city every monday from one to two p, m. Are you stuck in your business or career trying to take your business to the next level, and it keeps hitting a wall? This is sam liebowitz, the conscious consultant. I will help you get to the root cause of your abundance issues and help move you forward in your life. Call me now and let’s. Create the future you dream of. Two, one, two, seven, two, one, eight, one, eight, three, that’s to one to seven to one, eight one eight three. The conscious consultant helping conscious people. Be better business people. Dahna you’re listening to the talking alternative network. Dahna so before we even get to what? What? What daddy was urging that i turned you to turn to you for and we will. We’ll suggesting it was it was an admonition. It was actually morning on admonishing me. I i that’s how i took it. He’s always talking about i am a leo. Okay. See? See, my perception was not unbiased on based. Okay. So before we get to that, but what? What do you do when the cats start to stray and different different or teams within the organization start? Tio buy-in convert the goal. Onda work. You know, i think converting the goal in the work actually is okay. As long as everyone is going to agree at the same time that the kitten, the herd of kittens, is moving in a direction so and it’s all justifiable on organizational basis across all departments, not just from our perspective in our department. Absolutely. What do you do when somebody starts to stray? Well, well, i love having the key mission, and i love having the metric decision. So one of my favorite components of any strategic task is to have the metrics by which you’re going to gauge if it’s being successful and that does help keep the organization on task, because if you’re all looking to get the same piece of data and the same result, what the result is from it, you can kind of keep people focused on heading down that path. The trick comes in when your goals aren’t clear enoughto have a metric to follow it up by, and so making sure that your goals are very your tactics have very specific goals and that the actions you’re going to take to reach those goals are very well defined and that’s the strategy that a lot of non-profits don’t they? Don’ts don’t put their heads around what those tasks and components look like and understanding what those are before you dive down into a any project is critical to the success of that project. Give me an example of what you just said take it from from your own background or ah hodges, consulting client, whichever you like. Sure so from my own background, trying limited recently did a very large website redesign and by large, i mean, they scrapped the old site and started afresh on dh perhaps the best example. I have of that is the decision that was the website school going to be specific to growing the membership? Or was the websites gold going to be specific to growing? Engagement? Peer-to-peer engagement and the gold changed throughout the life of the project. So as a website redesign was commencing, the goals went from are we going to sing? We grow our membership uses to drive increased donations through a membership drive to you know, really, what we actually want to do is create this peer to peer network of of people across the country who are engaged in our mission and offer them a place to do that electronically, digitally, through a website. And so it was a subtle shift in focus. Now, ultimately, i believe the organization was it was right, because the by creating that peer-to-peer network, you will in fact grow the membership it’s a different timeline, the tactics that you would take to grow the membership if that was simply your sole goal are much different than the tactics we would take if your goal is to create a social network on buildup. Peer-to-peer right? And, you know, you kind of also asked a kind of not give credit, but understand that things in the digital, especially social media but all digital space are changing so much and so quickly, and people are doing so many different things that situations where people lose track of what their goal was or what they were going towards can happen so quickly, you know, you see a competitor, you see someone that, you know, your organs, they should admires, and they’re doing something that wasn’t in your strategy and you’re like, well, maybe we should be doing that, or maybe, you know, and everyone gets that not just the pang of envy, but that paying of, like, we’re missing out, we should be doing this, we’re behind where this and that’s, what the digital space kind of makes you feel like and so, as amanda was saying, you know, when you’re able to say, ok, we see this we’re taking account, how do we put that into our strategy? And also, how are we willing to hurt these cats in this direction? So that it saying, okay, we have to acknowledge that maybe this is it isn’t something that we thought about from the beginning, but it’s something that we can do we can work with because we still have that base, that strategy, you know, that the key words, the ideas that were following being being flexible, working within your especially non-profits work within the different programs of the organization to find ways to be tactical through a digital media it’s okay, too get off track a little bit if it meets a specific, even purpose along the way. And i think to you found that a lot of times as we went through this eighteen month provoc project that that subtly shifting it when you work with a program staff who has a very unique need, but it would fit in the metrics of the project or working with developments team so that their their goals were met even though fund-raising wasn’t perhaps the ultimate be all and all but that they still had a very viable program and they needed digital focus. It was fine one more. One more thing on the goals, too. When we talk about getting an organization to decide on priorities, the first thing we say is it’s okay? We’re not saying we’re not going to do these other things. But when we have to make decisions about, you know, the user experience or prioritizing even projects against one another, you know, that we will let those overriding goals lead, that we will still be doing these other things, they’re not going to be scrapped entirely in the same with reaching different audiences when they do the prioritization. All right, so now, in my own good time, i’m going, and i’m going to turn now to a man i’m just giving you shit that don’t nobody listens to this show anyway, so don’t that’s not true, it’s not thank you, but, uh, okay, amanda now maybe maybe it’s, similar to what happens when people stray, but let’s go to how we’re gonna create this process we have the leadership that daddy made clear is essential. How are we going to get all the different program fund-raising finance and business all the interests to agree? What is that process, doctor? What’s. The start of that process at the start of that process is without a doubt having your technology lead on staff talk. Teo the equivalent lead in every program area whether its development, major gifts, administrative human resource is program. Every person needs a voice at the table, and i found the most effective way to do that is get everyone in a room for a full day were or chop and you spend the day going through it’s it’s really and airing of the grievances i really, truly is what it boils down to. Everyone needs a minute to talk about what the websites not doing for them and what it is doing for them and to talk about what they wanted to do. And when you start to do the airing of the grievances, i always imagined what would happen it was it would just be horrifying day, and it actually wasn’t it really put a spotlight on what some very specific areas of problem, where digitally for the organization and with dottie’s focus around how that day was constructed. We ended up with some very clear problem areas that allowed us to turn around and come back and say, ok, these are the areas that seemed to be the problem now let’s talk about how we can effectively fix them and what everyone did was when they got their chance to air their grievances, they felt heard. And then the next step was buy-in getting all of your primary decision makers to share what was wrong, then turns around in your benefit and allows them to feel buy-in in the process, they now think their needs are going to get met because they are. Ultimately what you want to do is meet those needs through your digital strategy. You hear what’s not working for every one you say here’s ways that we can meet them well, let’s, prioritize those and then once you do that, you have your vision. Now you have your strategic vision, our organization says here’s what our web site didn’t do here’s what wasn’t working for you, here’s where we wanted to go now we have a vision, we’re all now working together, everyone now has that collective head nod. We’re all looking the same way we all have the same focus and then it’s just working through a series of tactics to get to the end result and that’s really? What? Dotty’s what daddy’s company brought to tryto limited was this very clear process that we would go through. Everyone was going to agree everyone’s heads were not in the same way. And then we move on from the strategic, the strategic vision to tactical that efforts. So so trout unlimited was a was a hodges consulting clients. And then you must have been such an evangelist, right? Yeah, immediate values. And we’re leaving what daddy was doing that she hired you away. If i had been the director of online operations for eight years, so my time had come, i had run my course that try to limit it. It was it was a great organization, it’s a great organization were doing with us and we still have them. Is a client so it’s all very good. Okay, excellent. All right, now i had mentioned on office that i’m having a hard time seeing how the website impacts then so help me out. I had mentioned bringing to this table finance, finance and the c f o in the business. What does the money? What? How does the website or even relate to them? I think it’s a little bit of how it relates to them in the overall of how the website relates them, and also how the process relates them. So a lot of especially a man who is talking about is also the process of how do we get everyone on the same page? So what we do is threespot is that we do stakeholder interviews and see, you know, what people are looking for, what they’re not getting, what they want, that kind of thing and the way something like finance please in is that if you’re hiring from outside or even if you’re doing it internally, there’s a lot of money and time and energy that goes into additional strategy, a website, hiring people, that kind of stuff, having they’re having their perspective and having, you know, is it worth it? Is not that kind of thing? Also, in the thought of what if one of your goals is raising money or doing something like that and working with, you know, the finance team to say, okay, how much money is going to be worth it? You know, how much is is it going to matter if we do this? And we raised, you know, five thousand dollars like, is that still impactful? Like what? You know, what really matters? So i mean, everyone really has a rule and it’s important to kind of as a man said, not ignore that because you don’t want to come back, as were talking about before you’re coming to the leadership in your coming to people on the board or something like that, and they’re like, well, this is not what we expected but it’s not what we wanted or just not answering any of our questions or, you know, it’s a great website, but why do we have this? You know, you should know better evangelize er for your mission, then your staff, and if every staff doesn’t feel bought into your end product, then you’ve not done your homework. And so making sure that the director of human resources, which needs to post job openings on the website, has a clear and free way to do so is critical for that end product and on lee, you know, let’s, just say your primary goal is to drive membership or to build community, that doesn’t mean that you’re going to do that to the detriment of process or efficiency for other staff in the organization that program director who’s still trying to do a very small, focused niche of your mission, needs as much buy-in and as much voice in the process as the executive director, everyone needs a voice on the tape you go and that’s just the way you mentioned the the power of the process really is part of it as well, not just the outcome. Amanda, you were talking about that earlier where, you know, people collectively begin to see, you know, if i’m a director of development, obviously i have a pretty clear priorities for the site, right? But if i’m suddenly at a table where maybe i haven’t really been conversant or, you know, had the opportunity to work alongside directly finance, hr, whatever, whatever we’re collectively, we start to have the conversation about the good of the whole, it really changes the perspective. Everyone still got what they need to get done right at the end of the day, but it really helps that perspective so that everyone’s kind of starting to look in the same direction. One of the examples i had it that for that it try to limit it was to really sit and listen to membership services that people are are on the frontlines answering the phone calls from people who are giving online or doing any number of tasks to the website and really hearing from their perspective what their feedback is specifically from the members where the sticky points are what they have to put up with when the fund-raising team puts out, you know, one hundred thousand emails or what or the the advocacy team puts out an action alert on an issue what the reciprocal event is for that person and it’s very, i think it’s very common for non-profits for programs and teams to work very siloed. You have your task, you have what you do. You sit down and do it there’s not a lot of opportunity for the hole, for the whole organization to come together around a single project except for digital media eah, thes tend to be the kinds of projects where the entire group the entire non-profit as a whole has a stake in the outcome. That really is where elektronik transcends a lot of what any non-profit does, daddy, i’d like to talk a little about the details of this this strategic day. Are there boardmember is there? Is the board represented in that or no really? Just just senior leadership? No that’s, a good question. And can be historically, we have not seen that not by design. Typically you get, you know, unengaged executive director seo, whatever the role, maybe you get, you know, the sea level in director level heads of departments in that sort of workshop environment, often times at key points with clients, for example. And amanda mentioned the strategic vision deliver herbal. It could go by other names. I think threespot uses a different name, but basically that’s, that touchstone document that says here’s, what we’re gonna accomplish together that’s the kind of document that often gets elevated to the board level. So oftentimes when we create a project timeline, one of the first questions with the core committee is okay. Who are decision makers who needs to be involved at certain touchpoint what are those timelines? We have a quarterly board meeting coming up, whatever it may be so that we can structure the project around that and get that buy-in you, like teo, do these offsite typically it’s on side of the client? Sometimes virtual were a fairly virtual company, actually. So it tends to be a real blend. And it really we look to the client to dictate. What their preferred, you know, method is okay. And and you are the facilitator for the day. Yes, martin. Okay. What say we have, i guess, another couple of minutes or so let’s. See, uh, who wants to must leave? Cem cem parting thoughts let’s see the money? Let me ask you for money. It sounds like it sounds like threespot does more than just build websites. I mean, your sounds like you’re deeply engaged in the analytics that are going to contribute to the to the design of the website. Yes, threespot way started off mostly doing websites, but we also to social media consulting strategy. Sometimes it requires in housework. I’ve gone to work for clients for a while, we do analytics, we do content creation and content strategy, user experience. And so really kind of just range is everything which is again goes back. Teo, you know, you’re not just building a website, you’re creating experience, you’re creating a strategy, and so, you know, if we just build a website and we didn’t have conversations about how social plays into it, how we’re going to launch it on social media once it goes up you know what? The, you know, the analytics that we’re going to put behind it, you know how those gonna play? And we’re going to google analytics? Are we tracking out all the links? You know, that kind of stuff, then you’re kind of just doing part of your digital strategy on dso threespot is an interactive agency, it’s, not just a web design agency, and we really, you know, make sure to touch on all of those things on dh so it could be, you know, going through and going through every ounce of content and saying, ok, how do we have to change this? How do we migrate this over that kind of stuff? And it also could be coming up with the robust way to show analytics to the board, you know? So it really there’s there’s a lot of different things that we do all right on daddy wanted to leave us with some parting thoughts about the importance of the s bomb sure s o the importance of yes, bomb i think in the context we’ve been talking a lot about in the context of web development, which is certainly applicable, we think of it a little more. Broadly and just to echo what tulani saying about looking at the big picture that, you know, the bomb is in a four letter word, it’s not a dirty word, it’s not something. Where, you know, you hear someone say we need a strategy and people go oh, you know, and they just think of many, many months and many, many stacks of papers that may or may never get examined, digitally or otherwise. And we want to create something for the organization that’s very viable, you know, creates and produces a road map, you know, creates buy-in ultimately gets to better product that’s gonna have a better r a y for the organization and and the truth is, we kind of cheat because we like the framework so much we use it. There were lots of stuff, whether it’s, a website, project or an organization says we need to look across the enterprise at what we’re doing with our digital program or we kind of just need any communications plan of attack. We’ll apply the same framework, so we think it works across the board, which to me means it must be at least relatively solid and it also just helps to always say that. It’s a working document. So understanding the digital space is changing all the time, you know, making sure that, you know, you create these documents in this strategy, but, you know, really emphasizing people. This is a working document. You know, another platform might come up for another way to approach fund-raising might happen. And really, you know, having people be open. Teo yes, sir. Strategy. But it could develop. They could change and being willing to evaluate whether that new platform belongs in in our suite or or not exam avoiding that shiny object syndrome. All right, we have to leave it there. Thank you very much, ladies. Thank you for having my pleasure. Tulani. Elisa is social media manager at threespot. Daddy hodges, president of hodges consulting and the newest. It sounds like the newest employee of hodges consulting. Is that correct? Is amanda heidtke. She is a director of digital strategy there. Thank you again very much. Thank you. Thank you. This’s. Tony martignetti non-profit radio coverage of ntc two thousand fourteen the non-profit technology conference. Thank you very much for being with us and my thanks to everyone at antenna. Non-profit technology network got some live listener love stafford, virginia, new bern, north carolina and new york new york live listener love to you and new york. Thank you for being with us. There’s more if i didn’t shut you out yet, i i shall generosity siri’s they host multi charity five k runs and walks. And part of what they provide is the charity support team for their charity partners. The charities that are running events with them. You talk to the charity support team and they help you with the fund-raising part ofyour five k event. They help you get more runners and they help you empower the runners and train the runners so that the runners are getting more donors on dh. Naturally, there is on online component to this you have a dashboard in online management, but there’s also the charity support team that you can talk to. And i like that you could talk to the a c o david lind. He is at seven one eight five o six. Nine, triple seven and on the web generosity siri’s dot com can we get off alice’s back? They’ve had an enormous fortunate spike in dollars. And donors from the ice bucket challenge. So they have got incredible issues enviable, incredible issues i would like us to. Ah, give them the benefit of our doubt about what’s going to happen, stop questioning whether they’re capable of managing this and let’s see how they manage it. If they were toyota or macy’s, i think we wouldn’t be questioning whether they can manage this. We’d just be congratulating and we’d be in awe. This came tio a l s totally organically through a patient. So they because it was not originally a nail s strategy your or scheme the ice bucket challenge. So they did not have a plan let’s. See how they manage it. Let’s. Give them the benefit of our doubt. I’ve got a video on this at tony martignetti dot com. And that is tony’s. Take two for friday, twelfth of september thirty sixth show of the year. My goodness. Thirty six holy cow, you touch tomb he’s a senior manager at wagner cps. He has his mba master of accountancy and is a certified public accountant. He’s also a certified fraud examiner. He works exclusively with tax exempt organizations and oversees the firm’s form. Nine ninety nationwide preparation practice eat manages wagner’s, new york city office they’re at wagner, cps dot com he’s here in the studio to talk about the irs and how it helps your marketing. Welcome to the show. Thank you. Thank you for having me here. My pleasure, it’s. Cool. Glad you’re in studio um, the form nine ninety this is i thought this was strictly a burden and something to be not avoid it. We can’t avoid it, but there’s something to be done and kind of put in the closet. You don’t think so well, you’re right. A lot ofthe organization leaders thinks that it’s a burden and actually it’s a great opportunity for organizations to show the world that all the good things that they’ve done in the in the year, and then it’s also a good opportunity for them. Um, tell the world how well they there run and in the past this forest scene justus the farm files it tires and on ly to be shown ah, potential donors or anybody coming to your office and basically asking for it. And now it’s, vitally available on the web especially the most common is the guide. Star and because it’s out there it’s, it gives an opportunity for organization to the marketing tool ok, and not only guide store, but state attorneys general, a lot of them have them. A lot of organizations put the nine ninety on their site themselves. Yes, it’s a sort of transparency, for example, in new york every not-for-profits registered with new york that files annual report with the state off new york they’re nine ninety, along with their financial statements, are on their website. So so your advice is to think of this as a marketing tool it’s an opportunity? Yes, so if you see it as just a bird than and as most organizations currently do and don’t get enough attention, it can potentially hurt you. So thing about is, some organizations for some organ says is true that the nine nineties seen more than they’ll annual report, but they spent all the time and energy on the annual report make it perfect, but they only spent maybe a fraction off the time to get the nine ninety ready for filing, and we’re gonna have some time to talk about this, but you even suggest that people beyond accountants contribute to the nine. Ninety their final way. We’ll have a chance to talk about that. That’s. I love that advice. Okay, let’s. Just make sure that everybody understands what we mean. Nine, ninety, there are there are three nine nineties and you’re the expert. So when were you acquainted with the three? Yeah, the. Depending on the size ofthe organization, the organizations can file three different ninety forms. If they are under fifty thousand dollars in revenue. What they can do is they can file that form called nine ninety and which is also known as the postcard return and it’s, just basic information and a statement saying that the revenues were less than fifty thousand dollars. Okay, and with some states like new york, if you are over twenty five, then you have to file the night. Nineties eve, which is the next step. So organizations that are in revenues under two hundred thousand and in assets under five hundred thousand, they can file this form nine. Ninety easy, which is a shorter form, and the larger organization about the threshold can fire. They have to file the form. Nine. Ninety, which is longer. So just like we have individual ten forties and ten. Forty. Easy. Exactly. Nine. Ninety and nine. Ninety. Easy exit and then also the nine. Ninety n write really small for the under fifty thousand dollars in revenue. Right? But you raise an interesting point. Sometimes. It’s state regulations that govern which nine. Ninety you have to submit is that is that right? Could you mention new york? Yeah, a certain threshold for the easy. Right. So you have to look to your state and also to the i r s exactly. Okay, exactly. We’re not talking about the nine, ninety filing requirements here. Just i digressed a little bit. We have talked about the nine, ninety in the past, especially with jean takagi. So you could find those shows in the past. But we want to focus on the nine, ninety as a marketing tool. And part of your advice is that even if you’re able tio file the shorter form, you might want to do one that’s the next level up. Exactly. It depends on the purpose ofthe how you’re going to use it. For example, if you are a small organization under fifty thousand dollars, you may want to file the nine. Ninety. Easy to get your nine. Ninety on guidestar. So or ah, a lot of foundations. For example, they would like you to submit a nine. Ninety easy or a nine ninety with grant applications. And, um, that’s. Another reason why you may want to file piled the longer form in this case. And if you are a going after donors and even if you are a small organization, if you can show that guarding all these good covenant practices and all these other things is just like, well, run is a large organization, i think it’s also helps it it’s getting funds. But if you do not have a purpose, i think it always cost more time and money to file the longer form. So i think it has to be ah, i violated in for individual circumstances. Fair enough, but something to consider and i just love the different perspective is why wantto have you on the show different perspective of the nine. Ninety that it’s, you know, as we said, it’s not just no longer just buried anymore, but to look at it as a zoo marketing tool and therefore it has to be consistent with all your other, the what is the traditional marketing tools? Right. Exactly. Yeah, for example, you don’t want toe, um, confused the word with sending mixed messages. If your annual report is saying one thing and if you’re ninety saying another thing than it confuses people. So that’s one ofthe reasons why certain parts ofthe the nine ninety should not be done prepared by the countenance. It should be prepared by people who is also preparing other other marketing materials. Excellent. Okay, so let’s, get into some of the different place is in the form nine. Ninety where you see marketing opportunities. What’s the you like the program service. Accomplishments? Yeah. Where? Where is that? Where will people find that? On the night that could be on the second page off the farm i love. I love that you’re a nine. Ninety expert. You he doesn’t. He does not have the nine. Ninety here in front of him. Which is what, like seventeen pages or something leaves twelve. Oh, on that schedule and then this morning anymore he does not have a nine. Ninety here. In studio with me is so when i ask him. Like, what section is it? Andi knows the page, so i okay, you have the expert here, all of that. All right. So you know your your practices nine nineties. I love it. All right, so the program service accomplishments your program serves accomplished. Mons to page two parking three. Beautiful. Basically organisations get the chance here. This is like the free marketing opportunity to tell the world the all the great things that you have accomplished in the in the past year and latto off times despite tires instructions. This is one place iris helps you market, as you mentioned, is in the instructions i response you to be specific. They want you to use non financial data, but a lot of organizations just, um they see there’s a burden. So year after year, they repeat the same thing. And the and the nine, ninety preparation is buried in their finance department or of the outside consultant who’s doing it right. And they just want to know when it’s done exactly what you can’t fill. You need a number for page four, line ninety three. I don’t know. Like, you know, you probably rolling your eyes. Oh, my god. What an amateur question. Ninety. Three’s not on page four, for chrissake, but that is just the thing is just buried until it’s ready for signature. Basically right? It’s? Not so who? So we can have program officers doing the program service accomplishment section or something like that, right? So basic the its funding toe say this take like a food pantry. It’s one thing to say that you have served meals to low income people in the community and it’s another thing toe give some more specific you can say piela, sir, different fifty thousand different people eighty thousand meals during the years, so it gives more, more basically more impact. And people are seeing this on guide star and on your website. And of course, it needs to be consistent with your other marketing material. Exactly. School what? What else? What other opportunities to see in that section? So i’ll give you another example of that because, like, if you’re a membership organization, try to use it to recruit members and you fear with conferences wanting to say you spent hundred thousand dollars in this conference is another thing to say. Our conference was attended by twelve hundred people. We had sixty different sessions, you can name some off the station, including x y z. And we also had to networking opportunities again like this is anything you can tell tow people join you as a member for a membership organization and ah, get anything that you see that would the track donors are whoever you are, thank comedians like. All right, cool. Very good governance. There’s the governance section is this the section on the nine. Ninety relieve the governance? Yeah. There’s a section on ninety nine on the nine. Ninety deaths as out ofthe questions about the government’s reaction number. Part part six off your nine nine. Ah, basically, in that part, it’s asking out ofthe question some of these questions, such as, um, whistle blower policy and document destruction policy. These can be mandated by other other ah, um, crack sarbanes oxley example on the other thirty is that all or state law, right? And new york will start mandating certain certain policies there as well. And, um, some off thes policies are very easy to add up. So their templates out there it’s not a huge burden. And i encourage every every organization, if do they do not have a policy out there? Just go look for a sample adapted and checked the box yes to show that they’re they’re well, fellas run and well covered and thiss foot reduced the potential all the risk and it’s also important to use that section toe basically solicit new board members because one off the users off this maybe perspective. What members? Looking at your nine ninety team to see if this is an organ xero i want to join this organization, are they so they know what they’re thinking? It might be exposed to any risk by joining terms. All right, we gotta go out for a break. You’re gonna do some more live listener love there’s so much i got to squeeze him in tuscaloosa, alabama. Welcome live. Listen love to you. I don’t think you’ve been with us before tuscaloosa. Welcome and jersey city, new jersey it’s, the birthplace of my my dad. He was born in greenville hospital, jersey city, new jersey, and langley malaria, british columbia. You’re back with us. Live listener left all of you. We got some or stay with us. You’re listening to the talking alternative network. Oppcoll have you ever considered consulting a road map when you feel you need help getting to your destination when the normal path seems blocked? A little help can come in handy when choosing an alternate route. Your natal chart is a map of your potentials. It addresses relationships, finance, business, health and, above all, creativity. Current planetary cycles can either support or challenge your objectives. I’m montgomery taylor. If you would like to explore the help of a private astrological reading, please contact me at monte at monty taylor dot. Com let’s monte m o nt y at monty taylor dot com. Are you suffering from aches and pains? Has traditional medicine let you down? Are you tired of taking toxic medications, then come to the double diamond wellness center and learn how our natural methods can help you to hell? Call us now at to one to seven to one eight, one eight three that’s to one to seven to one eight one eight three or find us on the web at www dot double diamond wellness dot com way. Look forward to serving you. Talking alternative radio twenty four hours a day. If you have big dreams in a small budget tune into tony martignetti non-profit radio, i d’oh. I’m adam braun, founder of pencils of promise. Welcome back to big non-profit ideas for the other ninety five percent let’s, go abroad with live listener love belgium, belgium we can’t see your city i thought that was a pretty open society. They’re belgium, but you’re you’re blocked but welcome live listen love to you, let’s, go to china, where i send ni hao to shanghai, chengdu, korea, multiple listeners in korea, as always, including soul, anya, haserot and japan, multiple listeners tokyo, akashi and others konnichi juana and, of course, podcast pleasantries to those of you listening in the time shift wherever you may be, ninety five hundred of you podcast pleasantries to you yeah, let’s, let’s keep talking about the governance section is that this is not a free form narrative section like the program service accomplishments it it certain parts ofthe it are free form, for example, one off the question there is, like what’s. Your policy is to review the night ninety so in there you can explain, like how what process off leaving tonight ninety like does every boardmember sees the nine ninety who who looks at it, who prepares its who reviews it and how it gets wild the other free form. Part is the conflict of interest policy. You can have different types. And who’s who’s monitoring. It goes who’s looking at it. And another part is the determination off the executive compensation. So what’s the policy around that looking at comparables like, do you have independent comity? Looking at it and documenting this decisions? There are some some freeform parts over then within governments. Governance? Of course. Right. And we have talked about, i think, all those subjects that you just mentioned with jean takagi when we’ve spent time on the appropriate governance and oversight. So this is a perfect dovetail. Um, how about you have something about the statement of functional expenses? Where will we find that? If we if we want to go into the nine ninety, um, that would be now little people. Nine off the ninety basically and, um, statement functional expenses i believe you covered over had met in in your previous shows. We have the we had the three signers of the overhead myth. That was on september sixteenth. The ceos of charity navigator, guidestar and better business bureau wise giving alliance. Yeah. So basically, i want to refer to that which is a great point they made and ah, out ofthe not-for-profits are too worried about their program service percentage and that, um, that they want to put like, as they reflect, i guess, everything they can in the program, and they should know that if it’s correct so but sometimes like it gets to a point where they wanna look at things which is more right, grey and, you know, they have the natural incentive to put more into program and not in management, general fund-raising and that doesn’t necessarily reflect the truth and ah, that’s area um, it’s sophisticated donor-centric viewing and i ninety can tell that certain things are not correct there because certain things such as an audit, it has to be a hundred percent management general, accounting and audit is that so? I think it says point important here is that that schedule is ah done correctly. So that’s a potential donor funders looking at it shouldn’t question anything accurate, so get on dh that works is the key. That was the whole message of the overhead myth letter is don’t feel you have to devote everything to to program at the expense of overhead, which can be very, very important. Tis body. So you have sophisticated people looking at your nine ninety, and you’re thinking of it as marketing. Keep that. Keep that in mind. We have to. We have just a couple minutes left. There’s a part of the nine. Ninety that you call a playground? Yes, that is that. That would be schedule. Oh, that’s a place where you can put anything that an organization can beat anything they want in there, so ah, i would use it as a what is it called? What is schedule? Oh, called, huh? I think it’s just called a schedule a it’s, like a supplementary information thinkit’s supplementary in for american. And basically, i would encourage organizations toe explain anything that might look unusual on the on the on the nine. Nineteen. Okay, for example, let’s say if they are starting a capital campaign and in that initial year they wouldn’t necessarily have the revenue yet, but they all these fund-raising expenses, so if they’re fund-raising expense ratio is unusually high and this might be a place to explain that they’re going through the skips campaign and that they they’re also informing the public that they’re doing this. Artist. Another placed to use that for that. So outstanding a really interesting perspective on form nine ninety thank you very much. Thank you for my pleasure. You duitz doom senior manager at wagner cpas, manager of their new york city office. There at wagner cps dot com next week. Buyer beware. You’re purchasing policies and how to do better. Also, maria simple returns on managing a spike whatever that means for you in numbers in potential donors. If you missed any part of today’s show, find it on tony martignetti dot com. Thanks again to our listener of the week, john fulwider. Remember generosity siri’s and their charity support team multi-channel eighty five k runs and walks, generosity siri’s dot com. Our creative producer is clear. Meyerhoff sam labor, which is our line producer, shows social media is by julia campbell of jake campbell. Social marketing. The remote producer of tony martignetti non-profit radio is john federico of the new rules, this music it’s by scott stein of brooklyn. You with me next week for non-profit radio big non-profit ideas for the other ninety five percent go out and be great. Duitz they didn’t even think that shooting getting ding, ding, ding, ding. You’re listening to the talking alternative network, waiting to get a drink. E-giving you could. Come, join us for the thirteenth annual visual for international peace and ecology. On sunday, september twenty one, from nine a, m to six p, m celebration of live music and dance performances spoke the word human peace sign. Art installations in a world peace flag ceremony that celebrates the united nations international day of peace. That’s sunday, september twenty one from nine a, m to six p. M central park numbered band cell, by the way, says the fountain. For more information or volunteer, go to www. Dot vigil number four. International peace dot org’s, that’s, the number four in the earl, or call to want to chip in to five, four, three two that’s, a two one, two, triple two, five, four, three two we’ll see you there, buy-in metoo. Key. You’re listening to talking alternative network at www. Dot talking alternative dot com now broadcasting twenty four hours a day. Have you ever considered consulting a road map when you feel you need help getting to your destination when the normal path seems blocked? A little help can come in handy when choosing an alternate route. Your natal chart is a map of your potentials. It addresses relationships, finance, business, health and, above all, creativity. Current planetary cycles can either support or challenge your objectives. I’m montgomery taylor. If you would like to explore the help of a private astrological reading, please contact me at monte at monty taylor dot. Com let’s monte m o nt y at monty taylor dot com. Are you suffering from aches and pains? Has traditional medicine let you down? Are you tired of taking toxic medications, then come to the double diamond wellness center and learn how our natural methods can help you to hell? Call us now at to one to seven to one eight, one eight three that’s to one to seven to one eight one eight three or find us on the web at www dot double diamond wellness dot com way. Look forward to serving you. Talking.

Nonprofit Radio for September 5, 2014: Anniversaries Are Opportunities & Work Smarter Across Email And Social Media

Big Nonprofit Ideas for the Other 95%

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My Guest:

Susan Gabriel: Anniversaries Are Opportunities

Susan Gabriel
Susan Gabriel

Susan Gabriel, senior associate at Cause Effective, has tips to make your anniversaries–5th or 125th–more than a night or a weekend. They are great opportunities!

 

 

 

 

Alec Stern: Work Smarter Across Email And Social Media

Alec Stern
With Alec Stern at NTC

If you coordinate email with the social channels you’re using, people will have a better experience with your organization. Alec Stern shares his strategies, then tells the story of Constant Contact‘s birth. He’s a founding team member and vice president for strategic market development. (Recorded at the Nonprofit Technology Conference, NTC 2014.)

 

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Hello and welcome to tony martignetti non-profit radio big non-profit ideas for the other ninety five percent. I’m your aptly named host. Oh, it feels so good to be back in the studio live and i’m glad you’re with me. I’d be stricken with a para fire in jail abscess if i had to swallow the fact that you had missed today’s show anniversaries are opportunities. Susan gabriel, senior associate at cause effective has tips to make your anniversaries with her fifth or one hundred twenty fifth mohr than a night or a weekend. They are great opportunities, anniversaries are and work smarter across email and social. If you coordinate email with the social channels you’re using, people will have a better experience with your organization. Alex turn shares his strategies, then tells the story of constant contacts. Birth he’s, a founding team member there and vice president for strategic market development. My interview with alex were alec was recorded at the non-profit technology conference and t c twenty fourteen a couple months ago on tony’s take two do you know about my other show? We’re sponsored by generosity, siri’s hosting multi charity five k runs and walks i’m very glad that susan gabriel is with me here in the studio she is senior associate at cause effective, she and they provide coaching and consulting services to non-profits on resource development challenges ranging from starting or strengthening annual major donor and anniversary campaigns and increasing board fund-raising to maximizing the strategic potential of special events and anniversaries and that’s what we’re here to talk about on twitter, they are at cause effective. Susan gabriel, welcome to the show. Welcome to the studio. Thank you very much, it’s. A pleasure to be here. I’m very glad you are. I’m glad have a live guest to welcome me actually back into the studio because i’ve been away a while back i am alive your life and live alive cause effective is a non-profit itself we are. What is your work? Helping other non-profits i like to say we have to walk the talk because we are a non-profit where? Thirty, i think almost three years old now, and our mission in life is to help other non-profits build their capacity around resource development. So we’re that’s that’s key for us that we’re capacity. Builders were not the kind of consultants who come. In and do the work and leave necessarily and not so much will come in and tell you what you should do and then leave, but we really sit side by side with our clients and help figure out what are the best strategy? Is what’s going to work for you? And then we’d do an awful lot of coaching side by side, making it work, making it stick. I get a lot of requests for fund-raising consulting, how do we get to the next level? Were mostly founder funded or very small board funded. The board is not effective at fund-raising beyond e-giving from their own pockets and it’s a small boarding. And how do we get to the next level? I believe cause effective khun do exactly that can help those kinds of organisations? Absolutely, yeah, that’s a that’s a question we hear every single day because we’re kind of stuck and you know it can happen to very small founder lead organizations and it can happen very large organizations as well that we’re just stuck. We don’t know how to move it. We don’t have to move the board. We just seem to be living in the past and not be able to really diversify our income streams. We know we need to do that to be smart, to be healthy in the future. And how can we sort of unstick everything and get it moving forward a lot that that a lot that unstick ing is that they’re being stuck in event fund-raising yes, and we’re going to talk about anniversaries specifically, but that’s a lot of what i referrals that i’m asked for our you know, we have an annual gala, we do some events during the year, but we know we know like you’re saying, we know we need to diversify, but, you know, can you help us? No, i the work i do, i cannot all i can do is refer and it’s not an easy referral, so i’m really glad to have found cause effective. It’s a pleasure. I like i said, we hear a lot of that. We talk a lot about year round fund-raising relationship building, so fund-raising is it’s that old thing? Fund-raising is friendraising its building relationships with people year round, building a community of support around the organization and many many of our organizations are stuck on. The one annual event, you know, if they’ve never done outreach to individuals very often, the first thing that we think of is an event. So we do an event and we do the event year after year, and breaking down out of that model is is one of the key leverage points is i see to helping people move forward. That’s outstanding! I said, really glad to have met you and calls effective because i can refer non-profits to you and i hope they come to you were thrilled. Let’s, let’s, talk about anniversaries we have ah, there’s. A lot of potential that’s not being realized. Absolutely that that’s. That word opportunity. I told you when we chatted that that that’s, the biggest word i use around anniversaries is for some reason people pay attention when it’s your anniversary. We know when we have a birthday we have a fiftieth. You know, wedding anniversary. Whatever it is, people will drive across the country. Write to help us celebrate. So people pay attention differently when it’s the anniversary of an organisation and it’s a wonderful time to gather everybody together again. You know everybody who helped make the organization what? It was to say thank you to people to applaud too celebrate the past too, really let people know where you are now and then. Of course especially toe let everyone know what the vision is for the future and how they can be helpful. So that idea that’s one of the leverage points for me in terms of the opportunities that anniversaries provide it’s more people kind of building the team right building the bench so that more people, our thinking about us and reaching out out on our behalf and opportunities or anniversaries are a great time to do that. So clearly it’s already sounding like it’s, got to be more than an evening or even a weekend. We do a workshop very frequently that’s called more than just a party because again that’s part of that stuck thing where people think, well, it’s our anniversary so i guess we better do a neve ent we better do agulla and very often some sort of event. Regala is part of it. You’re not saying that doesn’t belong. No, no, no, no, of course not, no it’s great, you’re going to celebrate, you’re going to invite everybody around, but very often that’s just one of the things, even in smaller organizations that don’t have the resources to do, you know, seven or eight activities during the year are too completely, you know, do a re branding, which people vary off organizations very often do during the anniversary, but even just putting, you know, the fortieth anniversary logo on your website, changing the letterhead, gathering people to celebrate in a different year in a different way. And that idea, you know, looking back former honorees, former board members, former staff, volunteers, donors who were no longer with us and the sort of building back the community touching base with everybody again to say thank you, because they all helped you get you know, where you are today, but then again reenergizing those relationships, so they’re sort of part of the team moving forward. When should we start to be thinking? If we have our fifth anniversary coming up for our one hundredth anniversary coming up, when should we start the planning? Those might be different answers. I mean, if it’s your fifth anniversary, i love it if they’ll start a year out and i know that’s very difficult for smaller. Organizations, you know, very often people wake up and go oops. It’s our anniversary, we better call cause affected somebody just told me yeah, our anniversary’s coming up? Yeah, so the lead time is really, really key cause again, that possibility of reaching out and finding people and and planning, i think, is so important because, again, that that idea of opportunities we always start when we’re working with any type of an event or certain or even an anniversary campaign with your objective and way often asked the question, where do you want your organization to be at the end of the anniversary period? And that’s? Not just i want to raise ex more dollars or i wanna, you know, have three more major gifts or i want to get two more board members, which are all very, very key goals, but there could be lots of different things that you want to accomplish. A new database, a new website you created and, you know, create an advisory committee or whatever it happens to be. So we find that at the beginning of the planning session, if you’ll step back, take a breath and, you know, gather the right. Folks around the table on dh really ask ourselves that question. You know what we want to accomplish in our anniversary, or what can we do now? And what can we build in to be a little bit healthier and stronger, you know, over the next, even three to five years, outstanding. You mentioned we just have, like, a minute and a half or so before ah first break getting the right people who are who are so well now where let’s say we are the six months in advance and maybe it’s our for our audience probably more like their fifth, tenth or fifteenth or twentieth anniversary coming up. Who are some of the right people? That should be in the in those early conversations. That’s a great question and i was pretty pleased with it. I was way asked the question, who might be interested in our work? And that is very broad. Sometimes we have attention. You get stuck on the question of who can we ask for money? You know, and that’s, what will happen if we’re just having one event who might be should be could be interested in supporting our work in some former fashion and then looking at that university people and inviting, as many of you know, representatives from those various groups around the table to do a big brainstorm with us and think together with us about how the organization can meet its goals in the anniversary. And then, of course, ultimately, we hope those people will continue to be part of the solution right part of the team that continues to make the cancerversary a success. This could even be community members, absolutely volunteers, parents, alumni program participants, local vendors. You know, the insurance guy that you know, boardmember sze funders, whatever makes sense, a lot of, you know, government folks are government allies, bring him around the table, and if it makes sense it’s case by case. But you mentioned funders that’s an interesting yeah, funders past current finders there. Well, if they’re interested, right funders future, if you can get them there, you know, potential board members, potential funders, absolute. What a wonderful way to engage them in the work with you. We have to go away for a couple of minutes when we come back. Susan, i’m going to keep talking about anniversaries as opportunities. Stay with us. You didn’t think that shooting getting dink dink dink, you’re listening to the talking alternative network to get you thinking. Dahna cubine this’s, the cook, said about bush senior wear hosting, part of my french new york city, or guests come from all over the world, from mali to new caledonia. From paris to keep back french is a common language. Yes, they all come from different cultures, background or countries, and it common desires to make new york they’re home. Listen to them. Share this story. Join us. Pardon my french new york city every monday from one to two p, m. Are you stuck in your business or career trying to take your business to the next level, and it keeps hitting a wall? This is sam liebowitz, the conscious consultant. I will help you get to the root cause of your abundance issues and help move you forward in your life. Call me now and let’s. Create the future. You dream of. Two one to seven to one eight, one, eight, three that’s to one to seven to one, eight one eight three. The conscious consultant helping conscious people. Be better business people. You’re listening to the talking alternative network. Welcome back to big non-profit ideas for the other ninety five percent. We got to do live listener love because it’s so been so weak many weeks that i haven’t been able to let’s start here in the us. Shelby, north carolina, levittown, new york and new york, new york live listener love to you also langley, canada in british columbia live listen, love up there, let’s, go abroad several in japan we see tokyo, but there are several others masked or hidden for some reason. Konnichiwa, sweden, paris, france we have a guest live. Listen, love susan, please, for paris, france got you italian, mexico city, mexico. Hola. So korea and inchon, korea also on your haserot our anniversary very impressive. You’re beautiful. Yeah. Finders all with the new york accent. You lost your accent for the for there are parisian er’s. Um, the anniversary it is not well, we already said doesn’t even have to be weekend, but it could be months, right? This could be a long term affair. Could be long term affair could be twelve to eighteen months. Easily, it could easily be even a two or three year campaign. I mean, many larger we’re going to do? And you said you said when do we need to start planning? So if you’re planning an anniversary campaign where you want to raise, you know, five, ten, fifty million dollars you need to start way up front, you know, again, who are the right people? What are the right goals? First of all, who are the right people that we need to gather around to help us reach those goals? And the whole idea of a silent portion of that, you know, campaign before it goes public on raising a lot of money and awareness and getting the branding and the messaging straight before we ever, you know, take it live so it could easily be a year to even two years of planning. I love that it’s not just around fund-raising there all the stuff that you mentioned before the break, like new new database rebranding, i guess it could even be evaluating your mission statement. Perhaps you know, the core values, things. I mean, there’s. A lot of a lot of opportunity here having nothing to do with fund-raising or volunteer recruitment per se, right? Yeah, a lot of organizations do that kind of. Work, they’re doing a strategic planning process right before an anniversary is a great idea if you can pull it off, we do a little mini strategic planning is part of our work with organizations because we do want to take a breath and step back and say, you know, where are we where we go and what do we need in order to be able to get there? What are we trying to build hutu meaning on the team? What kind of resource is will we need to really to really be able to get there? S o but a lot of organizations do doing a formal strategic planning process right before an anniversary before they because that tells them where they need to go on the kind of objectives that they need to have, and it can be programmatic. Absolutely, it could be building the capacity of the infrastructure of the organization, and it is related to fund-raising because if you want to start a new program or, you know, beef up a program you’re going to need, the resource is in order to do that, and you’re going to need that, you know, the human resource is as well, including the people on your board and we have all these people together. Are we proposing things that we would like to be our goals at the end of the anniversary? We’re also listening to what they think we should be doing exactly both. I think i think, you know, because some of these people don’t know what’s really, really well and part of what we want to do, gathering them around the table is to get to know them better and have them get to know us better. I think tow walk into an anniversary planning process like that with a pretty good idea of where you’re going, what you as an internal team think your goal should be, um, and presented to them and share it with them, certainly for feedback. You want to hear what they have to say, but you especially want to here with them in terms of messaging and what might be meaningful to them and people like them in terms of engaging them in the way we want, you know, we want to have a relationship with these folks ongoing. So what would that look like? Please tell us what kind. Of messages you would need from us, our communications, or what kind of events and activities would be most meaning bill to you and people like you. Now you make just slip down a little bit. Yeah, there we go. I want you to be comfortable, okay? And i want people to be able to hear you, um, goals these need to be. I hear this from a lot of guests, but we’re going to reinforce because it’s been a while. Measurable, right? I mean, we talk about smart goals specific, measurable, achievable, and i forget they are in the team, all of those things. But we want, you know, like numbers of new donors. Perhaps if we were talking about fund-raising and maybe what sectors they come from potential channels. I’m glad you said sectors, because that, yes, measurable is really, really important. Just that old adage. Write what what gets measured gets done so as specific as you can make goals, you can say we want to raise more money, and if you raise an extra dollar you’ve, you’ve succeeded. But if you say, i really want to build our major donor effort and we now have five people giving us ten thousand plus and by the end of the anniversary period, we wantto have twenty five, people e-giving us that amount. That’s very, very clear. And justus, you said tony it’s measurable, so we want to be able to celebrate. You do want the goals to be realistic. You can’t be pie in the sky because you want your team to feel really, really good at the end of it. Like we we definitely succeeded. We definitely took the organization forward because that’s a very motivational to keep people engaged. If this is our fifth or tenth anniversary, what do you think are some some reasonable goals? I think you know it’s, our favorite answer at cause of activity. Thanks. It really depends on where the organization is, right? Tell us a story can share a client story about an organization that exploited its its anniversary and did. Well, um, sure, i can. I worked with a dance company whose board was lovely and very committed, but not used at all to reaching out on behalf of the organization and really serving as the face of the organization. The chair was knew he’d never been a chair. Before, it was a lot of work to do in terms of sort of building that second, that second team and by the end of the anniversary period and in fact, during the brainstorming session which i led for them, three meetings of pulling, you know, gathering all those folks, those disparate folks around the table, they had three new board members who were very active and you mentioned before from sectors came from different sectors of the economy. So they brought different collectivity and networks with them, and they’re in a much different place. The board chair, i can say, is doing a terrific job. He knows exactly what he’s after now and he’s out there, you know, introducing the organization to new people into new board members and getting you know it also having a lot of fun. Outstanding. What anniversary was that for them? Ten. Now you have your own background in the arts. I d’oh what? You are an actor. I was. Does that help you in your work? Certainly. With the arts organizations i use you mentioned that it wasn’t in my bio on the on the website. We do put it in my bio. When, when we’re ah reaching out to arts organizations because we, you know, we think they find it that’s fine, i have about half a dozen different bios, one emphasizes standup comedy, one emphasizes plans giving charity registration, exactly downplay everything because i’m embarrassed fundez organization, you know, whatever. So yeah, i have a lot of bios is, well, yeah, i understand it certainly helps me in my training work. We do a lot of workshops, we do a lot of training, you know, in front of boards of directors and engaging people, and being funny and and entertaining is certainly eyes, certainly helpful in that in that work. Yeah, there’s quite a bit of don’t dole training a lot of doll out there. There’s a lot of dollars is a lot of people are paying for it. Unfortunately, most of what we do is free, so i’m really glad that you made that point. You can get entertaining, entertaining smart people for free, excellent. After we have our goals, where what’s our next step in our planning, i think it’s the team again, it’s, who were those people? Who do we need on the team to actualize those goals? Xero an anniversary committee we’re talking about now? I think so. Okay, you start with the internal sort of, i call it the internal working group, but the internal team and then you go external when you’re ready, when you have your your goal is pretty much said, and you know where you’re headed, you’re going to gather the people together that you think can can get you there and his divers a group as possible because they all bring different skills, different connectivity, you know, different levels of commitment, but i think that’s key that’s one of the leverage points in terms of taking your organization to the next level is building the group of people who are serving as ambassadors and thought partners, and ultimately, you know, donors and supporters for your organization, the more people we have i mentioned earlier that idea of a community of support, the more people we have in that community, that air reaching out on our behalf. The bigger and bigger that community gets, and then we can really create a sustainable fund-raising model and it’s, not the same people asking the same people over and over and over again. Now, obviously, we have to take care of them on the other side, the’s a relation in ships with riel humans so we can reach out and raises over exactly if we just forget about them. We can’t expect them to be there the following year if we don’t take good care of them, let them engage otherwise it’s, poor relationship building and exactly were suffering in a lot of more fundamental ways than not getting the most out of our anniversary. Yeah, exactly. Presumably you would’ve invited to these initial meetings some of the people that you’d liketo see on the anniversary committee and you could be gauging their interest in doing that from the from the early meetings. Exactly a lot of those jobs that you is that old, i think it’s a dale carnegie thing of when you ask people for money, they give you advice. But when you ask people for advice very often it leads. It leads to money. So when you pull people together. It’s really? We just want to think together with you we want to get your thoughts. We want your ideas, but part of that is that you’re cultivating them. They’re getting to know its justus you said they’re getting to know you, you’re getting to know them. And very often people who have who have come for these brainstorms they will. Now what do i do? How can how can i help? Because this is great. The other thing is, is getting them asking other people for advice, an anniversary or kind of any day of the week is a good time to ask people for who should we be talking to? You know, if you’re not interested or if you are interested, who else do you know who might be interested to give us a little advice about something? Sametz spur, tease? Open a door for us or, you know, help us with our marketing or the right, you know, crafting the right messages or whatever people there’s a lot of different ways. That’s another thing i like to remember and share there’s a lot of different ways for people to be helpful to our organization’s. Not just money. Absolutely. We have our committee. Now together we start assigning roles, responsibilities, leadership, etcetera and my right. Or have i skipped anything? I don’t think so. I think that’s it. Okay. You have your goals depending. I mean, we’ve run one hundred fiftieth anniversary campaigns where there were seven different subcommittees. You no one was marketing. One was community outreach. One was fund-raising, etcetera, and smart. You know, smaller organizations where everybody’s in the same room together. But division of labour is definitely important if you can get volunteermatch leaders that you feel really comfortable working with to take on certain bits of this work, especially in a small ah, you know, not so well staffed organization that can be really crucial if somebody’ll take ahold of one of the pieces of it and run with it. And then you can sort of be the little wheel that that manages the big wheel instead of trying to manage, you know, seventy five different pieces. Who’s who’s who is shepherding this entire activities? This. And is there an honorary chair? Well, maybe not the honorary chair. Was there there’s an anniversary chair person. It was a volunteer or remember what again, adding, it depends very it depends on the organization and the structure of the organization sometimes it’s, the executive director who’s sort of keeping all the wheels moving if there’s a development director, very often it’s his or her job to do that in terms of leadership and sort of inspiring the group very often, it is that share of the anniversary who’s actually doing the outreach to especially high level folks, if it’s a big ask whatever that amount is very often it’s that person that we’re looking to teo to provide that leadership i’m i’m doing this, i believe in this this is a great opportunity, wonderful organization, and i’m asking you to join me, which is a very powerful and different message than coming from, you know, the development director who who works at the organization, so we love it when we get that peer-to-peer outreach and asking from members of the of the committee and those leaders, you’re absolutely right. Those leaders are key and making sure that it’s successful, what are some of the fun activities events that you’ve seen around around anniversaries? Oh well, you know, amazing things, carnivals and you know different things that people have done with auctions. People we have a wonderful group that i’m working with it. The heart of their mission is is volunteers corporate volunteers reading to young people on their lunch hour? They literally dropped down out of their offices for an hour and reid to the same child week after week. Can i plug them? You go, it’s called read ahead and they are read ahead and they are terrific and they’re inviting celebrity readers. And we had bobby kind of ali at the event last year and he did a wonderful job doing doing his reading from a children’s book. So something that’s very mission centric is is is most profound. I think the worst thing in the world you want to somebody leaves an event of any kind, but certainly your anniversary goes around to the office the next day and says, wow, i went to this great event, you know, it was on a yacht or whatever it was, and somebody says, oh, what group was it for? E? I don’t know it’s something to do with kids, you know? You know? So you really want people to be steeped. In the heart of your work, when they walk out and have a wonderful, enjoyable time, you mentioned quickly look focused a little more on some of the communications that might be different for around anniversary. You have f some advice around the marketing communications part ah, tiny things specifically, mostly it’s, that issue of just making sure everybody knows it’s your anniversary, that idea of inviting them in ah it’s a celebration we want to hear from you come in and be with us. Come to a you know, come to a barbecue in the summer aura, you know, holiday party in december. That idea of really thanking people and it’s very warm and that kind of outreach and also being very specific about about where you’re going and how people can be helpful, i think cause effective has some events coming up that i think we wantto give a little shout out for. Thank you. We do. We have. Ah, we do a lot of the workshops. Thanks, tio. Various and other organizations with which we partner. We have ah, works up. Coming up on october fifteenth at the foundation center and that’s about the development team building. A strong development team between the development department, the executive director and the board and even the program’s staff. And we have a lovely workshops around building your board’s ability to fundraise that we’re doing in partnership with the non-profit coordinating committee and city foundation. And that is taking there’s one in october in in brooklyn and there’s, no one in long island and one in connecticut. Where can we find information on cause effective site on the cause, effective site or and or on the non-profit coordinating committees site for the ones for their or foundation center for the first foundation center for the first one? We do usually three or four workshops there. Ah year. So i’ve coming back. I’ve done training there, too, on plant giving in charity restriction. Not boring, not boring, not boring. That’s what people said, i’m convinced already. Thank you, susan gabriel. She is senior associate, senior associate at cause effective. You’ll find them on twitter at cause effective. And the cost effective website is as effective dot org’s susan gabriel. Thank you very much. Terrific advice. Thank you so much is absolutely my pleasure. Pleasure. Oh, thank you. Thank you very much. Generosity siri’s you know about them, they host the multi charity five k runs and walks and they are a sponsor and so i have to give them shout out what is special about this is that small and midsize shops probably likely can’t generate enough activity enough participants to have your own run walk. You know you can’t go out there with fielding twenty people everybody’s going tto gett there and say, where’s, the party, but you put together a dozen or fifteen charities, and everybody brings twenty or so, and now you’ve got three hundred fifteen times twenty yeah, three hundred or so. So you know, i i just i love the concept of building this community for a day around your fund-raising they have a charity support team that helps you do the fund-raising of course, you get the, you know, you get the dashboard to get the website and everything so that your participants can go and they they in classic peer-to-peer fashion, you know, they ask all their friends, of course that’s all included in what what generosity siri’s does. I like to talk to people on the phone and so ah, you know, pick up the phone, talk to dave lynn he’s, the ceo. They have activities coming up in new jersey, miami, new york city and philadelphia. There are seven, one eight five o six. Nine, triple seven if you prefer the web generosity siri’s dot com do you know about my other show? It is fund-raising fundamentals. It’s, a podcast that i host for the chronicle of philanthropy. It’s very different than non-profit radio it’s it’s quick, quick burst it’s only ten minutes long, it’s a monthly and its devoted to fund-raising topics i usually have a consultant and one of the charities that they’re working with or a client you know, client or former client last month was getting large corporate gif ts we had the president of the wells fargo foundation and the ceo of accelerated schools in los angeles, one of the wells fargo grantees. Ah, i’ve done facebook fund-raising with john hayden getting to the next level online storytelling attracting monthly recurring gif ts creative lacoste thank you’s, lots of others i’ve been doing this for about two and a half years for the chronicle. You will it. It is called fund-raising fundamentals information? Is that tony martignetti? Dot com and so so on itunes and that is tony’s take two for friday, fifth of september thirty fifth show of the year here’s my recording with alex, turn on working smarter across email and your social channels. Welcome to tony martignetti non-profit radio coverage of ntcdinosaur non-profit technology conference two thousand fourteen we’re at the marriott wardman park hotel in washington, d c with me is alex turn he is remember the founding team and vice president for strategic market development at constant contact, alex turned welcome to the show. Thank you, tony. Pleasure to have you your workshop topic eyes grow your non-profit with email and social media, i presume we could be smarter non-profits could be smarter about working across on coordinating email and social. Yeah, for sure that there’s a lot of opportunity with the different channels that are out there today, and i think, you know, email is that targeted kind of private conversation i’ve given you my email address and your now reaching out, communicating to make there’s that opportunity where, you know, where’s, the supporters, the constituents of that non-profit hanging out and oftentimes it’s on those social channels, so when you think of the marketing mix there’s there’s, a wide variety of those options each non-profit for-profit i’ll figure out kind of which channel works for them and where their base is hanging out, but you can you can sort of leverage that communication, get in the conversation and share the things both in email and then replicate those over on the social channel so they may miss it in the inbox and pick it up on those social channels. And how do you know which which social channels you should be spending your time on? Yeah, so that’s a great question, i think, you know, oftentimes non-profits, you know, say, well, no, should i be on all of them? The best thing is really to sort of pick a channel where they believe that their constituents or hang out, they could certainly ask them, you know, are you on facebook? Are you on linked in twitter and so forth, and then test test their way and figure out when those channels get a presence on that start toe post? You know, some of their communications, some of their thoughts, and then really just see the engagement that starts to happen. And then once they kind of get a channel down, then they can look at which other ones make sense to expand on. Okay, so this has to be deliberate and unconscious and not it’s new, so we should be there. Yeah, i think, you know, you know, there’s an investment in terms of your time, for sure as you’re supporting these because you’re, you know, at your inn a conversation so it’s not just sending out of communication and, like you would say for an email that’s going to send in someone’s inbox their going to read it, and they’re going to take action. You’re in a conversation certainly is that expands over onto social and so in supporting that, you just we’ll figure out which ones work on and spend and invest more time in those if that’s where your constituents or hanging out ok, and then you’re good the the value in converting from the from the from the conversation on the social network two two as you call it it’s exactly the private conversation and email, right. And what? How do we how do we make that we start to make that leap? Yes, i think. You know, the as non-profits air supporting their customers and being, you know, all different constituents. So it’s it’s donors, it’s, boar, it’s, their board, it’s, their volunteers, supporters, there’s a whole wide right of different folks that are kind of involved with that. Non-profit and so as they’re in the conversation, say, on social, they could do they ask, you know, at that point to say, hey, you know, would you want to subscribe to receive our our newsletter, and then, you know, when they do that, they can set the expectation in frequency to say, well, our monthly news that air around events, you’re special events, news, you know, alerts about what’s going on with the non-profit and so oftentimes if they get in the conversation on one of the social channels that usually will drive them to want to, you know, go over and subscribe therese, receive some other information via email and so forth. And you suggested in that example you just gave making the case in even in let’s say it’s, even just a twitter ask, but making the case for why you should sign up, not just sign up for our email ar e mail alerts yeah, i think you know, the, you know, from the recipients perspective, you know, that being the constituent, they’re going to make decisions around what they’re where they’re going to sort of of hang out, and if they believe in what the organization is doing there supporting it, they like they like kind of the work that you’re doing there, hanging on those social channels just simply by asking its and sort of setting the expectation of what they would get if they were to subscribe through, you know, you know, the email newsletter, then they go over and and so then you’re going to meet their expectations because, you know, kind of told him i had a time what the what to expect? Yeah, it’s subsumed in everything we’re talking about, but let’s make it explicit. Email is still very valuable for for campaigns of any type, whether it’s money or call to action email is very important, right? Yeah. There’s, no question. You know, when you when you think about sort of the targeted nature of that’s going into the in box, they can take take action with that, you know, with the push of the button receiving that they can go and donate that can click toe, attend the event and very easily with the click of a button, share that to their social channels. So you get the leverage of it’s, sort of a trusted source. I believe in this organization, ivan affinity with with it. And i’ve got a bunch of friends and people that are sort of following me on my channels. So literally push of a button, share it out to my social channels. And then that could engage others to want to take a look at the organization and it’s coming for me. I could put a note. Say, hey, this is that organization i told you about let’s all go gather together, go to the park and teo, you know, the spring cleaning event or attend attend event. You know what? Do you guys consider making a donation as well? So i could be doing and ask of my friends simply by taking the email that’s in my in box and informing that on an email still has very high open rates. Yeah. Still valuable in that respect. Yeah. Eso, you know, certainly with, you know, with constant contact. We’re seeing over ninety eight percent, you know, kind of in the inbox and readable format, so, you know, the great thing is it’s getting there, and then they can easily take action from from that email. What about if listeners are our audiences about nine thousand small and midsize non-profits what about the, uh, millennials? Younger? Like suppose you’re trying to activate, like, i don’t know, fifteen to twenty five year olds or so is email less less? Uh, well, lower open rates among those ages for email and mobile becomes more important. Mobile in text. Yes, i think just across the board mobile in general, about fifty one percent. You know, recent studies say about fifty one percent are sort of opening those emails through through mobile initially, so, you know, kind of half the people are looking at on a mobile device on dso, a cz faras where, you know again, where’s, the audience of that non-profit hanging out potentially the millennials have you on some of the social channels, but you have that opportunity to do the ask on dh as you engage with them to have them subscribe in of course, then they would be able to get their communications v e mail as well. So, so, really it’s a personal preference, you asking you? And if email is not my, not the way i want to communicate with you, i won’t subscribe, and i’ll stick with the channels where we’re having the conversation right, exactly. Okay, um let’s, i know we need teo. We need to go to a lot more detail on, you know, leave. Leave listeners with something they can not necessarily execute, but least test on. Dh. Think about sure as they is there in their social channels and coordinating with email. So what? What? What about your your panel? Is that your i’m sorry, your workshop already already happened. What? What advice did you have for people that we can leave listeners with get them thinking about their own work? Yeah. It’s ah, there’s a lot of places we go with that i think they know there’s some there’s, some kind of key things to sort of take away. I think first, you know, when people were thinking about moving on to social channels and, you know, in my session, folks or start asking kind of which channels or should we get going and others who would be broader and you’re kind of the things we talked about earlier, i think one of the things that, you know, testing their way and again ist is figure out, sort of which of those channels when creating when creating their communications, for example, email there’s. That there’s the ability with one click for my creation of that email toe push those out to the social channels, but i think, you know, for example, fired five tips to why they should support my non-profit i could easily hit a button and share those on the channels that that we’re supporting is a non-profit but if you think about that, if i had these five tips, one thing you could do is, for example, on twitter, maybe do one tip today, right? So take spread those five out into five tweets on dh then so of course, with the same, you know, called action where, then go and see the others if they’d like. So then you have the opportunity and potentially catch someone who may not be on the channels when you’ve put that initial communication out through it. But now you have an opportunity, maybe catch him, you know, because they’re hanging out at the time when one of those additional sort of tweets happened, so i think there’s ways to take take the communication and share it, but also take the content and think about ways to sort of divide that up on dh. Use it effectively across the different channels, okay, um also value in sharing the content that others that others have created maybe an ally. I’m not thinking simply adjust the the retweet, but maybe going deeper and introducing people teo on allied organization that those similar type works maybe in a different part of the country. Or you’ve got a relationship, perhaps on a different level, with an organization sharing their content introducing. And i think at that point you become an introducer of people you’re making making new connections value there, too, and you don’t always have to create your own content. Yeah, so one of the big questions is always around content, and i think you could certainly be developing it on your own because, you know, you could be our authentic self is a non-profit you can talk to the audience about the things that you’re doing, but i think there’s so many constituents right under your soda under your nose that can support support your content as well. So you think about boardmember tze you could think about your supporters, your volunteers, the folks that are actually delivering the services on your behalf and, of course the recipient of those services so there’s, so many different folks that could actually be assisting in writing and developing some content, putting it sort of in the voice of the receiver of service, is that the ones who are actually delivering it? Staff, i mean, there’s there’s, sort of all of those things. But, you know, oftentimes there are complimentary non-profits there’s also different advocacy groups and folks that are talking about the similar topics that you would be supporting us a non-profit and so we would always suggest you could go read some of the content that’s out there and then put some opener in your own words when you’re attaching or sharing some of those things. So from a thought leadership perspective, here’s, why, i think it’s important for you as a supporter of our organization to read that information in terms of the your various internal constituents. How do you how do you empower them? Tio? Be content creators and enable them? And where does that stop, mister? Start with leadership, right? But how do we had a week persuade them that they can create through the content for us? Well, i think you know there’s. There’s a lot of different ways, tiu that ask sometimes you can just start simply by serving out, you know, asking for feedback, right? Few backs, a gift, so just going out to the recipient services and getting their feedback and then sometimes sharing back hey, you know, maybe we maybe we made an adjustment to some of the services were providing or we added another, you know, clean the park day because people said it was so great will want to do more of it. And so, you know, just simply by surveying, getting that feedback and saying, hey, we we heard you were going to add another day, and this was based on the feedback that provided by you are our supporters at the same time, when you’re thinking about your different constituents, anyone receiving services, you know, that gets to sort of the heartstrings of hearing from someone who, you know, i may be made a donation, that person received these services and what it did to them and their family, and then seeing seeing kind of the impact of what i’ve done with the delivery of those services, you know, is a real feel good and so, you know, they’ll be happy to share that, you know, they’re sort of their experiences staff and others that are delivering the services would want to share their experiences in doing so, and that certainly doesn’t feel good there as well. And then you kind of move around those different constituents, the just simply by asking, you know, you’ll find that several people, you know, believing in the organization will want to sort of tell their story from their vantage point. I think volunteers is just another great way where, you know, they’re they’re investing their time, they’re bringing their friends along to assist in volunteering and helping as well. And then, you know, they’re constantly and not even with the ass. They’re constantly always going to be sharing, you know, they attended the event that took photos, they want to post those they want to just talk about, you know, kind of the great experience, they’re they’re investing their limited time, we all have limited time, right? And so and they’re going, they’re going to sort of share on their own. But when you ask, you know, there’s, certainly i would feel good if the organization came to me and said they would love to get your thoughts. You know, do you mind telling us a little bit about your experiences with supporting the organization or volunteering? And people are happy to do that. This is going to require, ah, maybe a cultural shift in the organization. Our content is no longer just created by our web team, our web web person with, with, you know, in a small bits i shot, that could be one person. Dafs you’re listening to the talking alternative network. Yeah. Have you ever considered consulting a road map when you feel you need help getting to your destination when the normal path seems blocked? A little help can come in handy when choosing an alternate route. Your natal chart is a map of your potentials. It addresses relationships, finance, business, health and, above all, creativity. Current planetary cycles can either support or challenge your objectives. I’m montgomery taylor. If you would like to explore the help of a private astrological reading, please contact me at monte at monty taylor dot. Com let’s monte m o nt y at monty taylor dot com. Are you suffering from aches and pains? Has traditional medicine let you down? Are you tired of taking toxic medications, then come to the double diamond wellness center and learn how our natural methods can help you to hell? Call us now at to one to seven to one eight, one eight three that’s to one to seven to one eight one eight three or find us on the web at www dot double diamond wellness dot com. We look forward to serving you. Talking alternative radio twenty four hours a day. I’m rob mitchell, ceo of atlas, of giving. And you’re listening to tony martignetti non-profit radio. Big non-profit ideas for the other ninety five percent. We’re going tow, tow open, open up the culture, right? Yeah, i think you know it. It’s sometimes it’s an ah ha moment. You know, i actually helped start a couple of non-profits a cz well, sit on some boards and when we have these conversations, it’s sort of like, oh, ok, now i get it, you know, i didn’t even think of them as as opportunity for presenting some content for that we could be sharing. So it is a little bit of a shift. I mean, oftentimes you go rightto folks in marketing or on the content team and you know where they’re just going to be cranking out some of that content. But now they these two can reach out and find some other constituents that will assist. And i had a guest yesterday make the point that you have ah, production facility in your pocket with your average smartphone. Why not? We’re not empower people who are carrying those phones. Teo, his case was make a short video, right? So, you know, i think, yeah, the other thing, you could have some fun with it. So you know, there might be a contest around the organization. Was doing something where they’re like they wanted people to create t shirts, you know, or maybe some some branding around the organization, and so they have a contest and everyone starts creating those. Of course they’re going to want to share the ones that they’ve created they might may have. Well, here’s the top ten list or here’s the winner, of course. What are they going to do there? Want to tell everyone and share it on on their social networks? They look, check it out. My shirt wanted this contest at the local non-profit and so you could have some fun with different different ways to engage them. You probably have an interesting story. A founding team member of constant contact, constant contacts, pretty well known organization, which i’m sure you’re very pleased with. Yeah. What, what? When? When was i mint twisted in the founding of ah, such a ubiquitous company. When? When was the founding s so how did it come around? Sure. So, you know, from day one there was actually there’s three of us in an attic when we started. And then we quickly sort of banded together a great, great leadership team and others toe sort of help in sort of the founding of the organization. When was this? Where with a what year was this the ninety seven and ninety seven beginning in ninety eight? Okay, and so from day one there was obviously with with many of us there was, ah, sort of a passion to want to be involved with. Non-profits and we’ve we’ve supported non-profits from the get go, we’ve gotta cares for kids program where our customers are, partners are employees can all donate an account two of two non-profits that that are near and dear to them on, and certainly once that where they’re sort of supporting educational programs for kids. So we’ve been really active and involved there. Hyre and so today we have over a hundred thousand non-profits that we work with and so it’s, you know, obviously very key key part of the business and, you know, when we started early, i think, you know, one of the early premises were level the playing field for smaller organizations to be able to use the tools that you know, like email marketing against sort of the big box in the agencies and folks that we’re doing for for larger org’s yeah, what landscape looked like at that time, late ninety seven, ninety eight what was available before there was constant contact s o there were certainly some things that were being done on the enterprise, you know, kind of sort of upper end of the market for larger businesses, but there wasn’t present much for smaller, smaller organizations and non-profits and so, you know, at that time and still we see it today, ah, little bit where the inbox, you know, they were using some of their inboxes, you know, sending group based messages and attaching things to those and of course, all the problems that sort of ensued with using that as a marketing channel. And so, you know, as we evolved and creating this very easy to you sort of self self service tool, but but bringing in all of the thought leadership, the know how in the coaching to assist folks because, you know, we have over six hundred thousand customers today, and they’re all small businesses, you know, seventy percent have ten employees or less, you know, fifty per cent of two and twenty percent have one employee, so we’re dealing. With the v in very small, fifty percent have to two employees. Yeah, okay. And so, of course, in the non-profits scenario, there’s a lot of volunteers and other stepping in. And so we had to tow really figure out sort of that success formula. Tio, make sure that teach him how to do it well and help help them succeed at it. And now you have consultants who are who help help do the training. Yeah. So there s oh, there’s all kinds of way that we will assist them today. Last year, we spoke toe over four hundred thousand people locally. So we did about seven thousand events delivered by folks that we have out regional development directors in the field, but also we have authorized local experts that that air trained upto speaking as well and so we’re out, sort of in the communities delivering that thought leadership and best practices. Tto help folks succeed at that. And of course, if someone raises their hand and said, you know, i need assistance, you know, we have marketing coaches that are gonna help them, you know, as they initially get started, we’ve got, you know, sort of support. Any time where they can call on get assistance that way. But if they really do need someone to assist, we’ve got, you know, thousands of consultants that are local, and many that are also, you know, focused in different verticals that can assist them. I want to give a shout to ah maria simple, who is unauthorized local expert she’s a listeners know her very well she’s monthly contributor in prospect research, but she also is unauthorized local expert for constant contact. So i think if you’re thinking about constant contact, you’d like to learn more that no better place to start, maria simple and you can certainly get her through the show’s facebook page through my blaga tony martignetti dot com or her sight, which is the prospect finder dot com super yeah, she’s outstanding. Yeah, so glad she’s part of the show and has been for we’ll be a year and a half or two years, so yeah, um, let’s go back. Teo. Teo to your workshop. Back-up what? What more advice can we believe non-profits with you must have other tips. Things you take aways that you want to share? Yes, i think they’re a couple. Of you know, in terms of what we’re talking about content, i think one of the things today more so than ever, given that, you know, fifty one percent of the folks we’re looking at things on mobile phones a little bit on the less is more so thinking about, you know, oftentimes we want include images and and other things in there are communications want to make sure that the footprint of those air small so that it could be, could be read on those devices a supposed toe, you know, the way often see where have to sort of scroll side to side or up and down to see some of them. This is very important optimized for mobile, right? What do you say? Fifty percent of one percent opened on mobile? Yeah, kind of initially looking at the communication through mobile, so i think it’s really important to think about from the sizing of sort of images, but also make each other there’s an alternative text there if the images is blocked, so they’ll know kind of what, what, what they’re missing, but at the same time, you want to keep the content sort of short, sort. Of shorter and sweeter and you know you’ve got it, you’ve got sort of, you know, the initial two words of that subject line or kind of key, you know, you know, today or don’t miss out or, you know, things around, you know, sort of getting them. Tio tio want to go on and read that so they may look at it, the mobile they may actually, you know, go to the called action and do something there, of course, then you have the back of it being in your inbox. So then go look at the uso the full communication, but we would also guess, you know, if you’re doing a newsletter, you could do some of the initial content on, and then you could do some some sort of tease them with the article and then a link over to see the rest a supposed toe, putting everything in the communication. So there’s some some options there? Kind of, you know, dr them toe wanna click through because, you know, opens aren’t necessarily in an indication of reading, but what if they’ve clicked to go and see something you know, that’s that’s a good indication so as you look at things making immeasurable, i think one of the things that way often see is just, you know, thinking about the call to action and, you know, measurable results, right? So today, someone might say, well, so even, you know, email driving over to social, you know, if we get so many likes or so many shares that’s great, but but thinking about what? What you’re back to your goals and objectives of that communication, is it? Is that really it or do you want to be driving you? No action around, you know, attending our event or, you know, click to donate s o something something deeper than vanity metrics exactly and said it’s and said, you know, set that those goals and objectives so that that you’re mapping your communication to achieve that, and then of course, then, you know, as you go and and you create your communication, think about the leverage of sharing that so giving that campaign and through email, more life, bike by sharing that over on the social channels and as we talked earlier than once they’re on those channels and you, you’re building your building the conversation with, um then doing that ass to get them to subscribe in to get the targeted messaging through, you know? So so you you have the opportunity in that marketing mix to capture them wherever they’re hanging out. So if they miss the communication as ah, you know, because it’s girls through on social, they can always be coming back and seeing that in their inbox to take action. Okay, excellent. Thanks for your advice around. Coordinating email in social thanks to me. My pleasure, alex turn is a member of a founding team and vice president. Strategic market development. Constant contact. You’re listening to tony martignetti non-profit radio coverage of ntc not brought the technology conference. Twenty fourteen. Thanks so much for being with us. Thank you, tony. Thanks to the folks at and ten, the non-profit technology network got more live listener love people joining in kawasaki and shoes. Wacha, japan. Konnichi wa. Beverly, massachusetts. Atlanta, georgia and multiple new york city lots. People in new york city welcome live listener love to you going abroad again. Let’s. Go to china, nanjing ton gene ni hao the philippines air with us. Ireland is with us can tell what cities in either of those countries, we could see la paz, bolivia, though don’t we don’t get too many listeners from south america welcome live listener love and coming back here, mount st joseph, ohio live love to you. Next week we have a seat altum he’s going to talk about using your irs form nine ninety as a marketing tool and also another interview from non-profit technology network. If you missed any of today’s show, you’ll find it at tony martignetti dot com. Remember generosity siri’s for those multi-channel ity five runs, walks, generosity, siri’s, dot com, our creative producers, claire meyerhoff, sam liebowitz is the line producer shows social media is by julia campbell of jake campbell. Social marketing on the remote producer of tony martignetti non-profit radio is john federico of the new rules music is by scott stein. You with me next week for non-profit radio. I hope you will big non-profit ideas for the other ninety five percent. Go out and be great. Yeah. They didn’t think dick tooting. Good ending. You’re listening to the talking, alternate network, waiting to get anything. Good. Come. Join us for the thirteenth annual vigil for international peace and ecology on sunday, september twenty one. From nine a, m to six p, m. Celebration of live music and dance performances. Spoken word human-centered line art installations in a world peace flag ceremony that celebrates the united nations international day of peace. That’s sunday, september twenty one from nine a, m to six p, m central park numbered band shell by the bethesda fountain. For more information or volunteer, go to www. Dot vigil number four. International peace dot org’s that’s, the number four in the earl, or call to want to chip in to five, four, three two that’s a two one, two, triple two, five, four, three two we’ll see you there. Krauz durney you’re listening to talking alternative network at www dot talking alternative dot com now broadcasting twenty four hours a day. Have you ever considered consulting a road map when you feel you need help getting to your destination when the normal path seems blocked? A little help can come in handy when choosing an alternate route. Your natal chart is a map of your potentials. It addresses relationships, finance, business, health and, above all, creativity. Current planetary cycles can either support or challenge your objectives. I’m montgomery taylor. If you would like to explore the help of a private astrological reading, please contact me at monte at monty taylor dot com let’s monte m o nt y at monty taylor dot com. Are you suffering from aches and pains? Has traditional medicine let you down? Are you tired of taking toxic medications, then come to the double diamond wellness center and learn how our natural methods can help you to hell? Call us now at to one to seven to one eight, one eight three that’s to one to seven to one eight one eight three or find us on the web at www dot double diamond wellness dot com. We look forward to serving you. Talking. Hyre

Nonprofit Radio for July 25, 2014: Engagement: Motivating and Measuring & Facebook Strategies

Big Nonprofit Ideas for the Other 95%

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Lauren Girardin & Shari Ilsen: Engagement: Motivating and Measuring

With Lauren Girardin (center) and Shari Ilsen at NTC
With Lauren Girardin (center) and Shari Ilsen at NTC

What is real engagement with your networks? How do you achieve it? What are the right metrics to know whether you’re succeeding? My guests are Lauren Girardin, marketing and communications consultant, and Shari Ilsen, director of engagement at VolunteerMatch. (Recorded at NTEN’s Nonprofit Technology Conference (NTC)).df

 

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 Drew Bernard: Facebook Strategies

With Drew Bernard at NTC
With Drew Bernard at NTC

Drew Bernard is CEO of ActionSprout and he’s got the tools, strategies and tactics to find your supporters among your Facebook fans. (Also recorded at NTC.). 

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Hello and welcome to tony martignetti non-profit radio big non-profit ideas for the other ninety five percent. I’m your aptly named host and i want to thank you so much for being with me last week, the two hundredth show wow, that was just great great fund! Now we have to go back to recorded music, but the two hundred show stays in my mind. It was terrific and i’m glad you’re with me because i’d be forced to endure the pain of bronchi actresses if i had to shoulder the burden of knowing that you had missed today’s show engagement, motivating and measuring what israel engagement with your network’s, how do you achieve it? What are the right metrics to know whether you’re succeeding? My guests are lauren girardin, marketing and communications consultant, and shari ilsen, director of engagement at volunteermatch that was recorded at intends non-profit technology conference and t, c and facebook strategies. Drew bernard is ceo of actionsprout and he’s got the tools, strategies and tactics to find your supporters among your facebook fans that was also reported it and recorded at ntc tony’s take two it’s summer i hope you’re taking real time off responsive by generosity siri’s hosting multi charity five k runs and walks generosity siri’s dot com here’s the first of the recordings from ntcdinosaur engagement welcome to tony martignetti non-profit radio coverage of non-profit technology conference and t c twenty fourteen the hashtag is fourteen and t c with me now are lauren girardin and sherry ilsen lauren is a marketing and communications consultant and sherry ilsen is director of engagement for volunteermatch ladies, welcome hi thank you. Glad you’re both with with me. Thank you very much. Your your workshop topic is you can capture lightning in a bottle motivating and measuring engagement so let’s start with let’s. Start with lauren and let’s start with motivating engagement how what should non-profits be doing differently and better that about about real engagement. The trick with the way to motivate engagement is to keep ramping it up so often will get our communities, and our audience is involved in our cause. And we asked for the same things over and over again and it’s really about figuring out what people have already done and then getting them to take that next step. So if they’ve liked your facebook page to get them to sign a petition to really keep saying there’s, more and more, you can do. We want you to get more emotionally involved with our cause and with our organization on dh sherry. Just liking a facebook page that’s not real engagement? Well, no, but it is important to remember that it can be the first step. It’s a start? Yeah. So it’s just, i think to what lauren said it’s about never being fully satisfied, always thinking about how you can get that person and that particular person more engaged. Okay, andi let’s, stay with you and let’s. Talk about what, what? What forms engagement might take, whether it be facebook or otherwise and we have plenty of time together, you know, twenty five minutes or so. So we’ll have chance tto flesh out some topics, but what does that? What does engagement mean too? To the two of you, i would think that’s a great question, because the truth is engagement means something very different depending on the goals of your organisation and so it’s, always important to keep those in mind for volunteermatch we reach out to different audiences. Tto help connect non-profits and volunteers so with our non-profits our goal is teo get them to use our technology that we provide for free to connect with potential volunteers to help with their missions. And so engagement might be simply learning about what we do or it might be coming to a webinar or it might be just following us on facebook so they can begin to build that relationship with us as a trusted resource. Okay? And lauren let’s talk about going real, real engagement. What is that? What might else about that mean? Yeah, it’s, depending on what your organization does. So i work with a lot of clients who works with teens and youth, and so for them, engagement takes a different model than it might for if you’re trying to engage non-profits so they often will be trying to get used to become more involved directly in the community, so actually to take there sort of online fandom, and they’re online passion and convert that into actual action in person. So whether it’s getting them to write a letter to their congress person or to get them to even just register to vote, which is a big challenge with youth today, so get them really directly involved in in-kind of real world engagement. And so some of this is shifting your digital audiences into that new sort of engagement, which can be a challenge because very often our communication channels are online. I’ve had this guest aria finger ceo of of do something yeah, and there they are notoriously good at engaging, what, thirteen to twenty, twenty five year olds, right? Right and she’s been on the show a couple of times talking about exactly that. A lot of they do a lot with mobile, you’re i assume you’re your clients cherry are doing that, lauren yeah, no, do something not organise a wonderful example of using online in digital communications to get real world engagement there there actually in one of the first non-profit steve snapchat to take their audiences into new engagement levels and actually using them in another session in ten on saturday is an example of really using these emerging technologies to dr engagement in whole new ways and that’s there they’re doing an excellent job with that audience and their look too often as a model by other organizations and the lesson for our organizations that may not be capturing or trying to engage thirteen to twenty five year olds is go where your constituents are. Yes, yeah, it’s, it’s really about, you know, when we in our session, we’re talking. About when you are before you even get to engagement, you need to look at your activity metrics, the things that you are doing to engage your audience is and then the reach metrics that you have, where it’s it’s really about making sure that you’ve got the audience there listening, and so yeah, when you’re looking at your reach metrics, you do need to think about where your audiences are to make sure not only that you have the right number of people listening, but you have the right people entirely right? So it doesn’t help to right now. It’s hard to engage teens on facebook because they’re really not there there, departing from facebook, right? And in very big numbers or they have departed? Yeah, yeah, and they’ve moved to twitter to snapchat to whatsapp and so do something is actually taking that those demographics very seriously and chasing the teen audience where they’ve gone now interesting you you mentioned that they’ve moved to twitter? I didn’t know i didn’t know that i knew that i knew snapchat very popular. More teens now on twitter yeah, they it’s just a conversational tool fourteen so you know twitter, i know that we’re on it for professional reasons for professional conversations, but it’s now just used for that direct messaging is more private and so that’s feature a twitter that has been working for youth audiences all the gm gm, right. Okay, charlie let’s. See a little more about these reach metrics in these activity metrics before you start to engage. What? What? What? What can you add to what? Lawrence? Well, one thing i like about lawrence model that she’s presenting in our session is that she actually starts before the activity she starts with capacity. So, it’s it’s really important to consider the capacity that you and your organization have to run this campaign, be strategic about how you design it, to make sure that you can actually handle what you need to be doing. And then i think that’s very sound. I mean, i think a lot of non-profits sometimes maybe emulate something that they see another organization did that was successful, or they mohr plan on what they like to be able to like to do versus what they have real capacity and capability to do, right? Yeah, exactly. And i think that the activity metrics in particular, are important to pay attention to for future planning, and what do you mean when you say activity metrics, we’re talking about things like how many tweets you sent out or yeah, how many facebook posts or thie number of blogged articles you comptel, i come from digital communication, the number of small events you run if that’s something you’re doing its part of your strategy as well, because those things could be part of what is it could be create a bottleneck in reaching your goal you could find if you do the analysis that the problem you’re having with reaching your goal for the campaign isn’t with your reach isn’t with your engagement, but in just simply how much you’re doing or the way that you’re doing it. You just tried to tackle too much, too much or too little. And so by tweaking the activity metric, you can often make a big difference down the road in terms of engagement. Okay, excellent. Lauren. I see you. You’re nodding a lot. Yeah, well, so sherry and i, we both come from a lot of digital marketing. And so one of the things that i’ve been working with some clients on is really not just about how off a lot of people ask, how often should i be tweeting shy between every day? Should i be sending five tweet today? And the answer to give them is it depends. It depends on your audiences, and it actually depends on when you’re audiences are online and are on twitter when your audiences are listening. So with your activity metrics it if you look at the number of tweets you’re sending and you’re still not getting the results, you want what you can do to khun try to increase the number of tweets you’re doing or you could look use of the tools that exist in twitter and other tools took find out when people are online and instead of doing more tweets, do tweets at a more appropriate time. So with a kind of mine works with a lot of mothers and they were doing their tweets during their work day because that’s when they’re on line. And it turns out that when they looked at their audience that the mothers are not on twitter during the day they’re at work, they’re with their kids it’s when the kids go to bed on weekdays and on weekends, and so they shifted when they did their tweeting same number of tweet, same amount of effort, just a different publication schedule. The best tweets are like eight thirty or nine o’clock at night, right? Exactly. Ok, ok, and now some of these tools now twitter will give you that when when your when your followers are most online are most active on twitter is not within twitter. Self? Yeah, twitter has that facebook has that in their their insights and then there’s other tools that’ll do that analysis for you, depending on whether you’ve got an enterprise level software or there’s some free tools out there that do that as well. And everyone you want to mention. Lorts zoho i’ve been sticking with the channel tools just because, yeah, they tend to be the most consistent with a lot of the tools that are out there that are free, they sometimes don’t work consistently or they aren’t free forever or they go away. Yeah, that’s always the risk, right? So it’s, the tool suite is sort of a moving target at all times, okay, so you’re working within within each when i can kapin does okay, e-giving anything, the thing getting ding, ding, ding, ding. You’re listening to the talking alternative network to get you thinking. I think. Cubine this’s. The way we’re hosting part of my french new york city guests come from all over the world, from mali to new caledonia, from paris to keep back french. Is that coming language? Yes, they all come from different cultures, background or countries, and it common desires to make new york they’re home. Listen to them. Share this story. Join us. Pardon my french new york city every monday from one to two p, m. Are you stuck in your business or career trying to take your business to the next level, and it keeps hitting a wall? This is sam liebowitz, the conscious consultant. I will help you get to the root cause of your abundance issues and help move you forward in your life. Call me now and let’s. Create the future you dream of. Two, one, two, seven, two, one, eight, one, eight, three, that’s to one to seven to one, eight one eight three. The conscious consultant helping conscious people. Be better business people. Dahna you’re listening to the talking alternative network. Dahna all right, so i love this advice about planning, spending time in the planning before you start executing. And i think, okay, cherry let’s, send sherry let’s, say a lot more about that, or let’s, go from that to, like the next stage. Let’s. Start talking about what real engagement looks like. You’ve mentioned a couple of examples. The petition, perhaps what are some other examples of other examples of real engagement? Well, again, it depends on the level of engagement you’re looking for, but for volunteermatch, for example, we feel that anything that gets people thinking about what we do and what we can provide be, you know, one click for us is not necessarily engagement anything beyond the one click anything that’s going to be a little stickier, that’s what we’re going for in terms of an engagement level, what about would that include capturing an email, capturing short email? Yeah, emails and still an extremely effective tool, especially for non-profits anyone that tells you differently, i don’t know it’s is lying in denial email still one of our most effective communications tools. Okay, okay, so let’s, say a little more. We got this little smoke coming in. Or, uh, is that just warm air? Does look hazy. I’m wantto that’s a fog machine for some dance party. That’s going on? Yeah, i don’t hear the music. Okay? We’re just a little way don’t we’re not shooting video but there’s a little fog cloud that just came upon the came upon the stage. I don’t know if it’s cold air meeting hot air either because there was there was a cold breeze, but i don’t know. All right, we’re giving, we’re giving listeners the full experience can’t see it, but we want you to know that it’s happening if you can’t hide it well, i guess i could have hidden it because you can’t see it, but i feel like flaunting it anyway, right? So little cloud is going to seems to be dissipating now, though no one seems to be panicking so nobody’s pointing out, but if they do, you have to finish this interview weigh twelve minutes into it. Now we’re not stopping down with the ship way we may, but we’re taking this interview with us on and in its entirety. Okay, so let’s, say a little more now about about capturing engagement. Lauren, what can you looking at? So, you know, beyond the clique is is often where we want to encourage people to go to really go beyond the light beyond the click, to think about capturing an email or thinking about what action you can ask people to take. So even if it’s it’s a lot of organizations that i work with digitally, they’re not ready to have a big ask they don’t have a petition for folks to sign they don’t have download for them to take, they don’t have something for them to order it right there. They’re not selling a service or a product right that’s those conversion tracking those engagements are easier for people who have something to sell and non-profits often don’t have it. So what sometimes you need to come up with is a creative way to elicit engagement like there are some people to take a photo of themselves doing something in their community or he’s probably seen these a lot in social media, where people will hold up a sign and will use a hashtag to sort of indicate their alignment with an issue by saying something with a sign in an image and that actually takes a lot of effort, and you can take that as a really big indicator of engagement because not only are our people listening to what you’re saying, but now they’re ready to take a personal stance even if it’s not a vote and then what might you do with suppose you collect a dozen or a hundred of these photos? What might you do with them then? Oh, they’re great to share in annual reports and with funders the grantmaker is that i’ve worked with love to see people really putting their face to the cause and those sorts of social campaigns where you get that almost endorsement khun really mean a lot when you’re looking for grant money or for when you’re hoping to get a higher profile press coverage or something like that. Okay, excellent. We’re trying to motivate this engagement events or the photo that’s a and people you know, i think people like to show off themselves. Oh, selfie xero dellaccio yes, now from since the academy awards, even now there is through the roof, but they were popular to begin with, but since ellen took our selfie at the academy awards sherry, anything anything you can add about motivate this engagement? Yeah, i would say, first of all, the type of campaigns that lauren was just describing the user generated content campaigns are great because they are too prominent, you know, they’re double edged, you are getting people more engaged and building a stronger community, and you’re producing content that you, khun repurpose later it’s really such an efficient way to do communications for a non-profit and what i’ve found is that engagement of this type is very similar to fund-raising in that you have to get over this inmate barrier that we have thinking that people don’t want to hear from you people initially took that first step that, like that click they gave you your email because they care they care about your non-profit your cause, your message, or at least they did at that point, so find that colonel and give them another way to get involved show them how they can continue to nurture that a sense of caring that they had it’s, not your like, lawrence said we’re not selling to people were enabling them to do something that they already care about. We just can’t miss that chance. We have to continue engaging people where they are in the way that they want to be engaged. Excellent. I wish listeners could see your face so i think i think i i’m confident i can hear it in your words how passionate you are about that’s outstanding really let’s go let’s, move to the other part of your workshop which is measuring this measuring this engagement on dh let’s you know, let’s, stay with you guys sharing what can you tell us about it? Measure the right things so you’re you’re metrics, especially the major ones that are going to define success, should grow directly from your goals, your organizational goals as well as the goals of the campaign think very strategically about this. Otherwise you’re going to get bogged down in facebook insights and google analytics, and you’re never going to find your way out. All right? So look closely at what the goals of the campaign are on dh find true measures of success around that. When we come, we come, we define it any clearer. I don’t know. Well, i i like to leave listeners with things they can execute, you know, not theory, and i don’t i don’t feel like we’re the theory level, but can we drill down even more into the tactic? Yeah, well, it really helps to start with us, marchal tohave a goal that has metrics already built into it. So when you’re setting out your strategy for your communications, for example, you have to think about what your organization is trying to achieve the impact is trying to have and then you want to make it smart. I want to make it specific, measurable, attainable, relevant and well, people say time down, but i want to say thrilling changes. Yeah, oh, i own my own it smart has been redefined here if your goals are thrilling than your team’s going to stay motivated to to do them, but also to measure them because they’re going to be more meaningful if they’re exciting and a thrilling goal is actually going to lead to a more thrilling campaign and two more thrilling communications, and ultimately, if your communications were thrilling, they’re going to be a lot more engaging, so you’re just bound to have better results if you’re excited and smart girls can get a little wonky in the little dry and we don’t want that, you know, we’re supposed to be passionate about the change we’re trying to create in this world, so smart, thrilling goals get you there. And if you build in the metrics into these smart goals, then it’s a lot easier for you to figure out what to measure as you’re going along. Okay on dh let’s, let’s keep drilling down into what? What? Maybe what are some examples of unwise. Well, i know you’re going to say it all depends what your campaign eso not that answer is barred. You can’t because otherwise we have to end here and i don’t want to end. I know you have more to say, so say it so let’s say more about measuring the right stuff. I’ll leave to you, you need to measure people you need to measure the people that you change the minds that you imbue with knowledge, you need to measure the way that people behave and what changes about them on dh it’s, not it’s, not about pure audience numbers, right? It’s, not about the size of your crowd it’s about the quality, and so we’re really trying tio look at whether or not you’ve made an improvement in people’s lives, those were the things that ultimately you really want to measure them most. Now you might not be able to do that because surveys are expensive and field studies or expensive, but you can look at indicators for those behaviors, so one of the examples that i use is organizations who are trying tio ramp up civic engagement in their community civic engagements. Kind of hard to measure it’s very vague. But you can. You can have a proxy measure, which is voter registrations. So you can actually see if you have more civic engagement in your community by measuring voter registration rates on an actual voting rates in elections. And you can take that as a sign that you’ve had an influence on people, which is what you’re going for. Any online tools that you can offer tools or sites to resource is that you can you can offer either either of you for this helping you measure so one one that we always point people to use google analytics, because so much of what we ask people to do, especially for doing digital marketing communications, is through our websites, and if you use google analytics and you set up your goals and your conversions in google analytics, you can actually track whether people are taking meaningful actions on your website. So it’s not just about page views, but it can be about how long people spend reading your content, whether they look at more than one page, the type of content they’re looking at, whether they complete a form that you’ve got in your sights. So if you have your petitions hosted there, it is pretty important to make sure that you’re getting people to take that step and push that button at the end of whatever process you’re you’re hosting on your site. One of my clients, they do condom orders for teens in california, and for them it is really about the condom wars. Orders are orders. Yes. Get a freak on. What? What could’ve been a campaign? You could’ve kayman condom. Moore’s is also now in very intrigued. And i want to build this think of any right now could be one of the next throwing gold. Yeah, well, they do condom orders for teens so teens can order condoms so that they can have safe sex and prevent unplanned pregnancies. So it’s a really big deal for them to track how many people come to the condom order page to come to that form and actually fill out the form and so that’s a meaningful metric for them and anything they can do to improve and increase that completion rate of that form? Is it really big strategy for them? They want to take it from fifty percent up to seventy five percent, because that just means that they’re creating less barriers for people to take that action. Okay, shari anything one at about using google analytics? Att this point when we go a little further? Yeah, it’s an invaluable tool for volunteermatch not just at the campaign level in terms of online marketing, but for our entire organization are benchmarks are built off of google analytics conversions and goals like i said, we worked to connect non-profits with volunteers, and we measure those connections on our website and then translate that into meaningful insights about the impact we’re having in the world. And how often are you looking at the the analytics? Well, on an organization wide level, we do that quarterly, so we have quarterly reports that show, you know, how much of a social value are we creating? Aw, nah, team level we look overall about once a month, certain tools, of course, or more often, twitter is certainly a weekly tool, if not more often than that. Okay, yeah, and can we go beyond google analytics? You have recommendations for tools beyond google analytics. You’re one of the ones is is any sort of clicked tracking that you can use for social media? So whether it’s usually earl shorter like bentley or you may have a custom one built into your site, where you shorten the links you can share socially, and then you can see how many times they’ve been clicked. And then you can also see which tweets or which shares on facebook are the things that cause those clicks and it’s not about tracking every single tweeter, every single share. So with the client who works with condom orders for teens, they tracked that topic more closely than they track all of their other social media effort, so that helps them not get bogged down by tracking too many things, and the clicks themselves aren’t always the the end result that they’re looking for, but they can see whether or not particular messages are helping direct people to their website, which is where more information is living. Since video is so common, how are the analytics in youtube? Either of you helpful in terms of? I don’t know, i know basic one is how long someone watches a video, so can that be instructive? Tio how long your videos are to be? I don’t know youtube analytics helpful, yeah, so it can be helpful. One of the organizations that i like to look at because they have really great resource is looking at their engagement levels is up worthy, and so they host a lot of videos on their sites, and they’re looking at what they’re calling attention minutes, which isn’t just about the page views that they generate through the sharing that they do of really good messages, but they also look at how long people stay on the page. They look if they play the video, if they watch it all the way through it’s interesting youtube peoples behavior and youtube generally has changed. It used to be short, that is, were the way to go so less than three minutes and youtube itself has been doing some analytics of their data, and they’ve realized that longer videos on youtube often have the best engagement level. People are really looking at youtube is almost kind of like tv now, so it doesn’t have to be short but again, it’s really about what your audiences are are interested. If your audience is on mobile phones, they may not be interested in watching a fifteen minute video. All right, we’re going to wrap up, but shari, anything you want, leave us with around measuring the measuring the right stuff and motivating this engagement. Yeah, i just have one final thought and it’s something that i’ve been discovering myself more and more as i ramp up volunteermatch is engagement and a moment of personal discovery. We’re not in this. Alone and the best resource are the is the brilliance and the tools that have been created by people before us. There are people there are non-profits that are doing a great job of this. So talk to coworkers talked to piers, joined, linked in groups joined, meet up groups in your area and talk to people about what they’re doing because you can copy them. We’re gonna leave it there. Copy cats. But, you know, good advice, really. I love the way you both of you were passionate and and thinking about this on behalf of small and midsize charities. It’s really it’s really inspiring. You’ll have a great session, don’t worry, and i bet this help. I bet this help. Lauren gerard is a marketing and communications consultant and i heard her say she’s, based in new york city, based in san francisco. But i spent a lot of time in based in san francisco and what’s your twitter id girardin l g i r a r d i n l thank you. Sherry ilsen, director of engagement for volunteermatch with your idea on twitter sherri ce ilsen s l s e n thank you both very much. Thank you, durney martignetti non-profit radio coverage of fourteen and t c the non-profit technology conference two thousand fourteen thanks very much for being with us. Of course, i’m grateful to everyone at ntcdinosaur non-profit technology network love those folks generosity siri’s they host multi charity peer-to-peer five k runs and walks if you’re using summer, perhaps to plan for your fall or end of year fund-raising they have events coming up in new jersey, miami, atlanta, new york city, philadelphia and toronto. If you think a run walk might make sense for you, then please pick up the phone. You know that’s how i like to do business. Talk to dave lynn he’s the c e o tell him you’re from non-profit radio you’ll get dave at seven one eight five o six, nine, triple seven or, if you prefer, on the web generosity siri’s dot com it’s summer in the united states are you taking care of yourself? I hope that you are. Are you taking riel time off? That’s vacation without work, email without work calls without work, text messages. No work, no contact with work. That is a real vacation. You’re in a e-giving business. You work for a charity that helps other people, whatever it is that you do around charities, whether you’re in one or you’re supporting one or a bunch because you’re a consultant, you’re giving to other people, and if you’re going to give, you’ve got to take and i think take vacations, please take care of yourself so that you can do that giving work for other people, rest your body and your mind. This summer disconnect. I had a listener message me just a couple of days ago, she said, you share your soul with the world, and i’ve been thinking about that a lot and i think she’s right? You know? And when you’re sharing and giving to others willingly, it’s exhausting and you have to take care of yourself, you have to rejuvenate, i’m doing mine the end of august, i’ve got my complete disconnect ten days off the end of august. I hope that you are doing the same for yourself because you are sharing your souls with the world as well. Please be good to yourself this summer, that is tony’s take two for friday, twenty fifth of july, the twenty ninth show of the year. Here’s another interview from the ntc on facebook strategies. Welcome to tony martignetti non-profit radio coverage of and t c twenty fourteen were at the wardman marriott hotel in washington, d c with me is drew bernard and his topic at the conferences facebook strategies finding supporters among your fans drew welcome, thank you. Pleasure to have you. Thanks a lot. Beer. Thanks. And thanks for taking time in a busy at a big conference. Teo to sit down. What? What? What do you think? Non-profits aren’t doing so well that they could be doing better in their facebook strategies? You know, i saw mama, i’m a big fan of the word engagement as opposed to building fans growing pages, you know, historically, we were for a long time, organizations were very focused on building fan pages, sort of collecting fans, and if that became the key metric, how many? How many fans do we have? Right? Well, we all kind of know that that that actually turned out not to be a great strategy for the organization now good for facebook, but not necessarily for the mission to the organizations and really the the key piece, so i historically was relatively a crim uh, gin about facebook for years, but a couple of years ago, about a year and a half ago, facebook began to roll outs and changes that allowed us to do somethings where we could engage people on facebook beyond like sharing comment and specifically doing things like signing petitions, running all kinds of different actions on on facebook and the three that the topic that we’ll be talking about tomorrow there’s really three primary things organizations need to be doing on facebook. First of all, they need to be reaching enough people so there’s really no point of participating on facebook if you’re not reaching a meaningful number of people and it turns out that a cz many organizations have learned the hard way fan count and reach are not the same thing facebook doesn’t doesn’t send your you know, each post each each comment out to all of your supporters or all of your fans, you sort of have to earn every every post that goes out has to earn the reach that video to calm that, that it gets to the number of people that gets too and the way you do that. Is by posting content that does get people engaging with it, whether it’s clicking like share comment or something beyond that so reaches the first thing i do. I’m going to stop for a second that you could you turn down the main in the back there’s a bit of a buzz and kind of a little echo on a on the black box. It’s ah button a knob labeled mane okay, i’m sorry, so that’s getting think yes, the reach is sort of the first thing and without reach and i spent spending quite a bit of time talking about reach because reach without reach there’s really no point, if you’re going to reach, you know a handful of people, you probably are better off drinking coffee with them. It’ll probably be protective the second thing once you want, you’re reaching a substantial number of people with content, and it really is a matter about posting content that gets people engaging with it. Because you earn reach and facebook by creating content that engages people facebook wants, you know they’re going to prioritize content, they do prioritise content that gets people engaging with it. So that’s the first thing. The second thing once you’re reaching a substantial number of people is to really be engaging them, tio develop real relationships, so cultivating real relationships with people and not just like clickers. So, you know, historically, the idea that the the key goal of facebook was building awareness where we all know now that awareness alone doesn’t, doesn’t really moved the dial in terms of missions, so it really is about cultivating riel relationships with people and that’s a really that’s a real art it is, it is, except we do it every day, right? I mean, organizations, individuals, you know, one on one, we build real relationship people are, of course, but doing it on facebook, you know, it’s it’s not as much as you might think. It’s it’s it takes things like participating in the comment stream. Eso when you know when a person leaves a comment in the in the news feed. So first of all, i i guess i should back up and say that facebook, for all intensive purposes, really is all about the news feed. Facebook pages are sort of an organization’s brand, but really, nobody goes to the facebook page, everything is in the in the in the end, users, readers, participants news feed on dso earning a place in that news video, that the first piece and that’s that’s the reach peace, and then really the second piece around around thie sort of cultivating real relationships. It is an art, but it’s really just more about being a paying attention to it being being thoughtful about it. This is not a place to come and blast out communications it’s really a place to come and participate in dialogues and discussions. And i like to the idea of being thoughtful and that’s the way we conduct ourselves, hopefully in our face-to-face in our time related really is different. You want to be a thoughtful person, that’s, right? That’s, right? So and then the other the other part of that is also giving people things to do inside a facebook that go beyond clicking like, you know, clicking like share comment those air required in order to accomplish riel reach you need to do those things so reaches is is accomplished by creating content that gets shared, gets engagement, then the second piece is is giving people things to do beyond beyond those things. Whether it’s signing petitions, you know, joining an organization in thanking volunteers, you know, joining joining an organization organization in celebrating victories, successes, all kinds of different actions things there that are more meaningful than just i like this piece of content. And what we find is that about ten percent of people who engage with a with an organization’s post will often go on to take a deeper action. And those are the things that really that really matter, right? So in the in the you know, boots on the ground world in the real world, we build real relationships with people by engaging with them over time and in deeper ways over time. You know, you person you know, first becomes aware of an organisation, it might start tracking that organization and then slowly becomes more and more involved. And the same thing happens in facebook so that cultivation pieces the second critical piece without that it’s really? You know, facebook’s never really going to provide a a measurable return on investment. So we have the reach cultivation. You were hitting that’s, right? Three main three main points. Yeah. So cultivation is the second piece and in order to do that, of course, you gotta have you got be reaching enough people, you’ve got e-giving them things to do that that are meaningful and that that relate to the mission, and then the third piece is conversion or capturing data. So, you know, facebook at this point is only delivering, you know, you’re an organization’s posts to a small percentage of their fan count, so, you know, if an organization has ten thousand fans, they’re they’re very luckily, they’re very lucky of facebook’s delivering those posts to one thousand of those so ten percent is there’s a high number? It was, you know, a year ago, they were saying was fifteen it’s down now, however, organizations who are posting content that’s designed to be engaging are still seeing high levels of delivery rate, so that but that third piece, though, is about converting people into email addresses into other types of other types of data. So the organization’s contract those relationships and get to know them overtime. So one of the things that’s super fun to do within actionsprout is we have a little people tab, and we put this in almost as an afterthought. Um, but what? It does is we track anybody who likes her comments on a post that has an action in it. We tracked that person we capture first name, last name, ah little bit of facebook data even before they often app or fill out any forms, and we begin to track their engagement in their activity with that person within facebook over time. But ultimately, that doesn’t really help facebook’s going. You’re still at the mercy of facebook delivering your message to those people until you have an email address until you have some other way to reach them, so the third piece is converting them and getting them into your database so you can you can build a list of people that, you know, you know, have signed, given petition given petitions or have taken pledges or joined you in thanking volunteers or donors or whatever those things are but critically important issue can also reach out to them via e mail for fund-raising for you to continue that relationship building off of facebook as well, and if they’re younger, they might prefer texting, you might have a text channel engagement through through mobile. Yeah, i mean so, so facebook is that channel for most? For most people, about sixty percent of all mobile sharing today is actually through facebook on dh facebook is your facebook is a mobile tool more so than the desktop tulani more you know, for us well, over sixty five, seventy five percent of all actions that get taken are actually taken on either mobile devices or tablets, so that the percentage of of activity on facebook that’s happening on the desktop is dropping dramatically. Facebook’s been investing ah lot as you, as we all saw, with their what’s up acquisition in mobile, i mean, that’s that’s their top between monetizing the news feed and really figuring out the mobile piece that’s that really is the two priorities i would. I would say that facebook has. Okay. All right. So let’s, spend all time more detail in in each of these three areas that that you outlined drew so reaching, you know, you raise it, earning a place in their in their news feed. How do we can you share some more details? How do we how do we earned that spot? Yeah mean, so so. So content is king. Just as in any any? Communication channel understanding how to create great content that is highly effective with your target audience is key and the way, the way we advise our the organizations who use actionsprout is, we talk about the eighty twenty rule, and we highly recommend that roughly eighty percent of the content that an organization pushes out on its wall has already had some evidence has already proven to have some potential to be engaging on facebook, you know, we say it as having some viral potential, although the word viral there’s often a dirty work out of times, but but something that you’ve already seen work elsewhere, it could be something that, you know, a post that you’ve pushed out before it could be opposed that one of your ally organizations has has been running that’s been doing well, and you’re learning from that s o it’s content that you’ve already seen work before, so so finding great content and either reusing it or or using it, we have a little tool inside of of actionsprout and a little free, actually a free tool as well that you can get to on our website that they’ll allows you to go in. And search any any page inside a facebook the free one does you go and you say i want i want i want to do a quick report on this page and we’ll surface the top performing content within that within that that page in the inspired tool inside of facebook, what we do is we track any pages that the page that you’re paige likes. So if you’re paige likes twenty, thirty pages that relate to your work, we monitor those and we surface the top performing content across those those that that content has already proven to work. So it’s already gotten higher than average engagement for those pages, so so looking for content that and by the way, are those your ally organizations, the ones that that i’ve liked your page, not necessarily that they’ve like yours? You’ve like that? I’m sorry, so the key is to is to go in and set it up so that your any page that you want to be tracking you have in the system, and then we’ll serve us that there’s a tool called crowd tangle that does something similar and at a different level hold more sort of much. More sophisticated level that’s also designed for the same thing. So looking for content that’s already been successful in this way is key. Interesting. And i like the idea that you’re bringing in other people’s content that that’s been successful. I don’t think a lot of organizations are thinking that way. I mean, i think they’re thinking we have to generate our own it’s starting people are starting to understand it. We definitely you starting to see it on on more and more pages where organizations understand that the way i described it is, you know, eighty percent of your content should should have some proven potential. Write thie other twenty percent should be should be, you know, original and is this is easy is sharing. Another page is sometimes it’s a simple on your page. Absolutely sometimes it’s just a simple is doing that it could be a great post. It could be a great mean that that goes out and the action the call to action could simply be thank you, this organization for their great work, right? So you could call out the organization for the great work that they do and you could simply say, join us in thanking them. And that could be the action that you’re engaging someone beyond. Life oppcoll excellent. So so, that idea of looking for content that’s already proven to be successful, reusing that content, sometimes it’s literally just copying it, pacing it into your news feed. Sometimes it’s getting inspiration from somebody else’s stuff. You’re listening to the talking alternative network. Yeah. 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Call us now at to one to seven to one eight, one eight three that’s to one to seven to one eight one eight three or find us on the web at www dot double diamond wellness dot com. We look forward to serving you. Talking alternative radio twenty four hours a day. Hi, i’m kate piela, executive director of dance, new amsterdam. And you’re listening to tony martignetti non-profit radio. Big non-profit ideas for the other ninety five percent. We liked the idea of having a calendar that is not just a, you know, thinking ahead calendar, but literally looking at your own at the organization’s mission and thinking throughout the year, what are the top dates? What what dates when important things have happened? Let’s spin up some actions around those let’s let’s do some posts that celebrate, you know, it’s, an environmental group, the birthday of yellowstone was one that sierra club did recently that didn’t very, very well for them and and let’s ask people to celebrate with us and taken action beyond clicking like on the post. So so reaches is, you know, great content. I should say that twenty percent that you do of your own the original content, eighty percent of that will fail so it’s that sort of that that’s the the unfair advantage is to those organizations who are looking for proven successfully, successful content, reusing it or learning from it and posting stuff similar and if there are organizations primarily using their own content, which i realize is not contrary to what you’re recommending, but if they are doing that and if your statistic is right that eighty percent of what they’re producing is failing then it’s not eighty percent of twenty percent it’s eighty percent of their of their entire yeah, and i think hyre content, you know, this is, of course using the flippant eighty twenty rules, but but we’ve see hundreds and hundreds of organizations running thousands and thousands of posts and without a doubt the organizations who are reusing their own content, reusing other people’s content, learning from that content and tweaking it are far more successful than those who were trying to be creative every day. Yes, okay, definitely. Why not something else? That’s ah sort of cliche, but, you know, why reinvent the wheel when when there are there are multiple potential sources, these ally organizations that are working as well, why not capitalize on what they’re doing and what what you’ve seen be successful that they’ve done that’s right? That’s, right, and it’s important to give credit where credit’s due also almost crowdsourcing you’re content, and what is it you think about facebook? Facebook is a sharing platform, right? I mean the, you know, ninety nine percent of what you engage with on facebook, it’s stuff that was shared and and and this is just another form of that. So, yes, so reach, you know, looking for content that’s already been proven is something that really does help a lot from a reach standpoint. Okay, we’re gonna move on because surely have ah, maybe just for five minutes left. And i want to talk a little more detail about each of these cultivating, getting, you know, providing things for people to do calls to actions, say, it’s a little more about this. Yeah, i mean, that’s what that’s, what actions? That’s what the impetus for creating actionsprout was the idea that that we finally are in a position now given facebook’s ap eyes for us to give people things to do inside the facebook that that have the potential to deepen our relationship bond. So the any any action you know, the inn in creating a petition offline, it takes a lot of work you’re creating, you know, you have to you have to go in, you create a form on a on a website you often have to create a you know, big e mail blast that it’s the overhead involved in creating a full on campaign is pretty high. So what? We wanted to do with with actionsprout ist create a very simple five minutes or less type of action, that’s something you can give anybody an action to take. So, andi, the example i gave earlier you, if you’re you’re posting a great mean from another organization and in it you want to give that organization credit for that mean, you know, thanks sierra club for the great image instead of saying thanks sierra club for the great image, you can invite people to join us in thanking sierra club for their great work that’s an action that goes beyond your courage or your encouraging them to go to syria, not necessarily the fact that actually click on our work here. If you click on that, you’re being then driven into the app buy-in and users driven onto the apple on the organization’s page and can complete the action with a single with a single click. So so that’s an example of an action doesn’t you don’t have to have you don’t have to use actionsprout tio could have people do actions beyond by any means. In fact, one of the organizations of that that uses actionsprout is that daily? Coast who’s been running actions for years on their facebook page, and they’re what they’ve done over the years. They’ve trained their audience on facebook to be engage er’s so their conversion rates are incredible on dh they have an incredibly active audience that people who want to do things the way they’ve done that in the past is they’ve simply driven them off to a website to fill out a you know, on a campaign landing page which works as well. It’s not it’s, not his viral, so with with actionsprout every time someone takes an action, we have about nine hundred that that action gets shared about nine hundred times within facebook, which is because we front load all the viral, but but that’s an example of an oven oven action. So whether it’s a petition, you know, a pledge, whatever those things are driving action from facebook is important, so that so from a from a cultivation standpoint, it’s those additional actions beyond, like comment and share that you can track there deep in those ways, a lot people would call that engagement ring totally isn’t feeling engagement, absolutely just a minute or so men and a half left or so let’s talk a little more detail about conversion, which, you mean capturing data. I mean, capturing data, we can be in touch with you beyond facebook that’s, right? Yeah. So, i mean, really, these things were all as you guys, you can tell they’re all extremely intertwined, you know, without reach, you don’t have god with you don’thave convert any kind of cultivation or or reach right without it, without engagement, you don’t have reach this said the third piece around conversion really is about data capture and the data capture you know, we this was something that no one would even is sort of a non topic in just about any other space other than social. But the idea of really capturing and tracking the engagement of people from facebook or on facebook into your c r m is is sadly knew, but really powerful, okay, we’re going to leave it with just give us a tip that that’s not actionsprout dependent for how to convert and captured from data let’s just say it’s an email address? Yeah, i mean, any any action that you’re driving from your any post that you’re pushing out that is that’s doing well or will do well? It’s has any viral potential that doesn’t have a call to action that drives a person somewhere, whether it’s actionsprout whether it’s your website, you know, petition form or whatever that drives someone that doesn’t have a link in it to do something beyond clicking like is a missed opportunity to capture data, okay? And if you’re driving them to your website, then there might be a window box that asked for an email petition, of course, but that’s right could be a simple, you know, sign up could join in, like, go like, yeah, see how out of touch and window boxes. Hyre planter that’s, right, but put your tulips out the spring’s coming put them in the planter box planter box pops up now yeah, lightbox, whatever it is. So any any post that you push out that doesn’t have something for your most ardent supporters to do beyond that? The ones that are ready to do something more than just click like on the post is a missed opportunity. Okay, we’re gonna leave it there. Thank you very much. He’s drew is ceo and co founder of actionsprout which i’m sure you’ll find it actionsprout dot com drew, thanks very much. Thank you. Pleasure. It’s. Tony martignetti non-profit radio coverage of ntc twenty fourteen. Thanks very much for being with us. My thanks again to everybody at ntcdinosaur and the non-profit technology network next week, maria semple is with me she’s, our prospect research contributor and the prospect finder. Our diet of dirt cheap and free you know her. If you missed any part of today’s show, you can find it on tony martignetti dot com. Please remember generosity siri’s, dave lynn seven one eight, five o six, nine, triple seven or generosity siri’s dot com. Our creative producer is claire meyerhoff. Sam liebowitz, he’s at the board he’s, our line producer shows social media is by julia campbell of j campbell social marketing and the remote producer of tony martignetti non-profit radio is john federico of the new rules. 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Nonprofit Radio for June 20, 2014: The Logic Model & User Personas

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Cindy Gibson: The Logic Model

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

 

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Debra Sharp: User Personas

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Me with Debra Sharp

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

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