Tag Archives: 15NTC

Nonprofit Radio for June 26, 2015: Get Your Emails Delivered & The Open Movement

Big Nonprofit Ideas for the Other 95%

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Opportunity Collaboration: This working meeting on poverty reduction is unlike any other event you have attended. No plenary speeches, no panels, no PowerPoints. I was there last year and I’m going this year. It will ruin you for every other conference! October 11-16, Ixtapa, Mexico.

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My Guests:

Harmony Eichsteadt, Brett Schenker & Laura PackardGet Your Emails Delivered

(l-r) Harmony Eichsteadt, Brett Schenker & Laura Packard at NTC 2015.

You probably don’t know if you have an email deliverability problem. You need to hear what Gmail preserves about your mail actions and how those impact what gets delivered. What’s a honey pot email? Harmony Eichsteadt was an evangelist at NationBuilder; Brett Schenker is email deliverability specialist with Every Action; and Laura Packard is a partner at PowerThru Consulting. We talked at NTC, the Nonprofit Technology Conference, hosted by NTEN, the Nonprofit Technology Network.

 

 

Carly Leinheiser &  Craig SinclairThe Open Movement

Carly Leinheiser & Craig Sinclair at NTC 2015.

Carly Leinheiser and Craig Sinclair reveal what this movement around Creative Commons, Open Source and Open Data is, and what it means to distribute or use content, code or data from an open source. Carly is an associate attorney at Perlman + Perlman. Craig is digital media manager at Manhattan Neighborhood Network. Also from 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. I have to again welcome katie artie in davis, california, our newest affiliate, ninety five point seven fm really glad you’re with us. Thank you so much, katie. Artie davis, california oh, i’m glad you’re with me. I’d be stricken with ginger vel stippling, if i had to speak the words you missed today’s show, get your emails delivered you probably don’t know if you have an email deliver ability problem. You need to hear what gmail preserves about your mail actions and how those impact what gets delivered what’s a honeypot email harmony eichsteadt is evangelist at nation builder brett shankar is email deliver ability specialist with every action did you know that such a profession even exists? And laura packard is a partner at powerthru consulting? We talked at ntc non-profit technology conference hosted by non-profit technology network and ten and the open movement. Carly leinheiser and craig sinclair revealed what this movement around creative commons, open source and open data is, and what it means to distribute or use content code or data from an open source. Carly is an associate attorney at perlman and pearlman craig is digital media manager at manhattan neighborhood network, and that is also from ntcdinosaur on tony’s, take two fund-raising fundamentals, my other show, we’re sponsored by opportunity collaboration, that working meeting that unconference on poverty reduction that will ruin you for every other conference here is get your emails delivered from and tc welcome to tony martignetti non-profit radio coverage of day two of ntcdinosaur non-profit technology conference twenty fifteen we’re hosted by n ten the non-profit technology network and we’re in austin, texas, at the convention center. My guests are harmony eichsteadt brett shankar and laura packard, and their topic is the secret science of email deliver ability. Harmony is an evangelist for nations nation builder brett shankar is email deliver ability specialist. We’re gonna learn all about that at every action, and laura packard is partner at powerthru consulting harmony. Brett laura, welcome! Thank you. We’ve got we’re starting something new with the each interview today. On day two, we’re featuring a swag item and i’m wearing the first first item of the day from from at bay here’s my at pay t shirt password sucks. There you go. Swag item number one for ntc day number two we’re gonna pile them up. Let’s, i’m going. I’m dying to hear from the e mail deliver ability specialist because i before i learned about this session i didn’t know that such a job exists but i think it’s very it’s going to be reassuring to people it’s not nothing it’s scary at all but it’s scary i think it’s way need one. Maybe that we need them but i think it’s reassuring to people what does an email deliver ability specialist do day to day day today, pretty much i spend every waking moment making sure that every e mail sent has the best chance of getting to the inbox. All right, cool. It is reassuring. And other people are there. And the topic is the secret science of email deliver ability. Um, laura, why is this a problem? Why? Why? Yeah. What? What? Why? What? The problem is that many e mails don’t go to their intended recipients. So they go to spam or that i don’t get delivered. Why? Why is that weird that we’re going to talk about today? Why is that? Yes. Ok. And how to prevent it? Yes. And the problem is that people don’t even know it’s an issues so they don’t know what they should be doing. Tio make it better. They don’t even know harmony. We don’t even know it’s a problem. Yeah, i think i think a lot of times people don’t know it’s a problem and they don’t know how to even go about thinking about what it means to get an email to the right person or what they might be doing wrong that prevents the email from getting to that person. Okay, all right. What? Just generally because we got plenty of time together. What the hell’s going on in the networks that that creates a deliver ability problem. Well started really the focus of the email long time ago where it was the size you talk. Teo press. He talked to your investors. You talk to your board, any of those people and it’s always. How big is your email list and that’s what they cared about? And that was the focus over time, you know the shift of email providers like google yahoo all them of helping their clients and their customers to be happy changed over the years, so back in the day used to be just content, you know, nigerian scam stuff like that, but now its change tio, how people are interacting with your lists and it’s been a fundamental change, and really, unless you do e mail deliver ability or email full time, you have no idea that this change happened and it’s really relatively in the last two years that this changes really occurred. So now listen, eyes doesn’t matter anymore, but people are still focused on that there’s ah report by return path that came out not that long ago and thirteen percent of all e mail went to spam or when to spammer missing last year twenty percent, thirteen percent and ah, really talking about it at the panel, but i’ve been doing ah white paper and study and found on giving tuesday it’s closer to twenty four percent for non-profits is going to spam so almost one and four messages already get in there at the end of your fund-raising we’re talking more like eleven percent, and you do the math on that it’s a lot of money, it’s a lot of lost opportunity, so it’s just a very different focus emails in a very different place than it wass you know your tour go okay? Even that recent okay, past couple years, email shifts literally daily. Okay, so we got a good amount of time together to spend now that we’ve got some motivation out of the way on what to do about this harmony let’s start right here. What what what’s the first tip, you khun strategy suggesting you got sure. So i think the first thing i would say i mean there’s lots of really technical things, which i think is why it’s important to work with places that had email deliver ability specialist, i’m not one, but we’ve got one as well to help really focus on that. But even if you’re not super technical, i think the biggest thing you khun dio is just think about email andi remember that there’s actually human being on the other end of that and that you want to talk to them like they’re human beings, so don’t yell at them over and over again with the same message if they’re not responding, think about how different people are going to want to hear. Different kinds of messages remember to talk to them more than just once a year, so not just on giving tuesday, but build a relationship throughout the year. So sort of remembering that it’s actually human being and thinking about how human beings like to communicate, i think just that alone will start to increase your email deliver ability, really, okay on those are all very good suggestions to minimize them at all, but i don’t see how those what’s the connection, how short of those impact deliver ability, which is determined by our automated system. Totally so i think, sort of what bright was saying with the way that your emails will get delivered is based more on the engagement of your list in the size event, so if you’ve got to really engage list, then more of your e mails will make it to the inbox, and the way you get a really engaged list is that you talk to people about the things they care about, so they open your emails, right? So if i e mail you about something that has nothing to do with your life, you’re not going to open that email, maybe you’ll only open the ones that relate to your state or it’s a topic you care about, but if i make sure that i’m smart about only sending people emails about things that are relevant to their interests or their location, then that means more of the time you’ll open the emails for me, which will then increase your reputation over time. More of your e mails we’ll get into the in box, which increases your engagement, and it sort of becomes his virtuous cycle. And for those who are listening to the podcast and don’t have the benefit of video, lots of nods from brett through anonymous is unanimous recommendation. I’m still trying to get to the science of this. How does how did the automated filters is that okay? We’re doing. How did they know how engaged your list is? So ah, just like so many things out there, what google, yahoo, hotmail all them know about you and your email habits is freaky. Google literally measures how long you spend opening your email before you delete it or click down two microseconds so and they know who that email is from. Yeah, so they will know by the from address, they’ll know from the i p that sent from the headers that are in the email, like so many things they’re able to track who was sending it and all together they measure it so it’s everything from did someone open it? And did they immediately bleed it? Did they just delete it? Did they ford it? Did they reply back? Did they move it from their spam box that their inbox that they move it from the in box to a folder all that’s measured son of a gun, i’ll email this is what female is. Yeah, gmail is actually the one of the hardest all preserved. Yeah so gmail last occurred in a couple years old. It was like twenty seven percent of all e mail sent to gmail goes to spam. They talking to people at gmail. They don’t even know all the rules. It’s very it’s hidden like they don’t want everyone to know everything so they don’t want anybody. They don’t want one purse because they don’t like making the system yeah s oh oh my god! What they measure it’s freaky and then there is when it all started way back in the day of the first span was something like the seventies, i think, from there it’s, it’s, basie and learning so they have this algorithm that’s learning from everyone’s reactions and doing its best to figure out what to do with the emails. We kind of joked it, it’s, it’s, skynet, it’s, this learning system that sooner or later is going to rise up and take over it’s intel beyond intelligent to making these decisions millie’s the decisions and the fractions of a second remarkable you’re tuned to non-profit radio tony martignetti also hosts a podcast for the chronicle of philanthropy fund-raising fundamentals is a quick ten minute burst of fund-raising insights published once a month. Tony’s guests are expert in crowdfunding, mobile giving event fund-raising direct mail and donor cultivation. Really all the fund-raising issues that make you wonder am i doing this right? Is there a better way there is? Find the fund-raising fundamentals archive it. Tony martignetti dot com that’s marketmesuite n e t t i remember there’s a g before the end, thousands of listeners have subscribed on itunes. You can also learn maura the chronicle website philanthropy dot com fund-raising fundamentals the better way dahna oppcoll laura what? What else? Beyond the engaged lift, i would be careful how you obtained emails in the first place. Make sure that the people that are on your list want to be there, that you don’t just swap a list with somebody, and the people don’t even know who you are, let alone want to hear from you because those people are not going to be engaged, and they’re going to bring down the quality of your list. Okay? Okay. Anybody want to amplify the watch? Watch where you get your your your list from armani i think that’s so important. There’s in many ways, i think email deliver ability is sort of like the dark arts it’s ah, a colts and tricky. And we don’t know all of the things that they do, but way no, some of them and one of the things that could be really dangerous is that there are, like, honey trap emails that will be on a hot list way. Have a jog in jail on that radio and you are ah, severe e severe offender what? Let me explain what was the phrase again? Honey, honey trap email, honey, dropping their email. Address is set up to catch you if you buy a list of emails. So if you buy a list, one of them could have been set up by google. And they know if anybody said ditigal to it you’re on a list very calming. They seed? Yes, that are potentially going to be sold when they just seat every list in case it’s ever solve it. So they do it a couple ways. There’s. So these are also called spam traps and there’s really like two types. There’s what snow is pristine and then you can call the others, like basically used or expired addresses. Recycled tons of different terms. So the proceeding are never used as a real address. So they will put in on a website for bots to pick up. And they literally throw it out there to get caught. They want you. They want boss to steal it. And then if it winds up clearly it’s, not organic, they didn’t sign up. Because there’s, no way in hell this is used on. And then the recycled address are all the dresses that have gone out of use. And then they flipped him after a time. Period six months to a year, depending on the system. Some of them are like a couple months. And basically, if you’re not cutting your list and getting rid of these addresses, clearly you don’t really care about your list. I’m maintaining your list, right? So at that point, you’re bad dahna gun and then it becomes very hard to get any of your emails in teo an inbox once you’re, in fact, once you’re a known offender, yeah, yeah. Big nods. I love the way. Laura what? What? What? What? What? What if you are a known offender? Is there? Is there any rehabilitation possible? Well, if you are running into deliver ability problems when the first things you should do is cut off, the people that haven’t been responding recently to your emails just stopped emailing them on ly email to the people that are engaging with your emails. You, khun slowly add back-up people and then see what happens, but you need to go down to your known good list and just use that for a while until you break through all of these algorithms on these eyes peace so that you could get be delivered again. Okay, so, it’s, sort of like rebuilding up your credit. Yeah, you get you get a a card that has a fixed amount that you paid in advance. You have to rehabilitate your reputation. It’s. True. Wow, it’s, what a lot of people would describe it is it’s a lot like credit in that. Like a new organization with a new list. These email providers don’t know who you are, so they give you a very low credit limit. Yeah. And you have to build up a good reputation, and sooner or later you’re good. And you can free much. Do what you want until you cause trouble. I have ah, have a threshold question. We gotta go back to what you said earlier on all three that you may not know. You have a problem. But aren’t you getting bounced back? Oh, are you know? Are you? Not all the time. Getting bounce backs. Anybody? So yes and no. So you get bounce backs, but bounce backs might not be a sign of anything horrible. It could just be that in box was filled. That’s that’s amounts that’s. Innocuous? Yeah. That’s. Not certainly not your fault. Right. Exactly. Under it could be just the system was down at that time, which is actually really common tubes break all the time, and i think yahoo always kind kind of goes down, um, so that could be an issue or could be the account just doesn’t exist anymore or shut down. And then what happens is least withy spam traps and honey pots is they’ll bounce it for six months, maybe a year, and then at that point, they cut it off. So if you’re swapping lists or buying lis, especially for someone that has a horrible habit, you won’t necessary no, because they might not be bouncing anymore. I always call it when i’ve described it is it’s an std they’ve been with someone than they knew someone that may have been some sewing span transmitted disease transmitted and then, you know, you catch something and you might not know it’s a problem. The best description effort from anyone it’s, zombies and that’s one or two is not an issue sent earlier. The horde shows up and you’re you know you’re out of luck at that point. Okay, you need to do some serious work. Alright, cool. All right, thank you go ahead, laura. Also, every mass e mail provider handles things a little bit differently, so you may or may not see big flashing red lights. You may or may not know that there’s a problem. Okay, weinger absolutely, it depends too on where you’re looking and if you’re actually going to check to see if you’ve got bounces. Esso, i think depending again on what provider you’re using, you may not be even clicking on the place where there are the big red flags. Okay, okay, brett let’s not turn to you on ly teo amplify suggestion. But let’s say, have you given organic suggestion? This is again. We’re back now, tio avoiding deliver ability problems. I think the biggest is cut the list. That’s. The one thing no one does, very few folks dio is you cut your list. You want it small, lean and active. You know you might have a million person list, but if only a thousand people are opening and clicking it’s not really impressive. Five five thousand person listened. Five thousand people are opening click it’s way better than the million person list but that logic and that thought, isn’t present generally. People looking more at the vanity metric. Yeah. How many money? Like how many likes it got in my face, it’s that activity people on my list outdated thinking, very outdated. Okay, other suggestions? Yeah. Good. You should try to get a replay. Latto raise your hands very subtle, but it is very, very thoughtful. Thank you. You should try to get your list to engage more because that’s something else that the ice piece are looking at is how many people are opening, clicking, taking action. All right, i gotta be gotta be tips for what can we do? Right? So send out, send out an action to your list or send out a survey. Something that people are going to want to engage with because just reading your emails may not be good enough to get you out of the ditch. A simple ah, simple forward. You’re some call the action we’re looking for is that right? But it’s gotta be measurable. Yeah. Don’t just do not not pick up the phone. That’s no good thie email services. They’re not going. Yeah, the iast piece are not going to recognize that. Not yet. Okay, wait, if they’re coordinating. With another exactly could that’s not that’s? Not inconceivable. Alright, what whether what little tips we got for simple calls to action survey surveys are massive. People love to talk about themselves to a survey, especially if they’re opening it at work and they want to procrastinate what they’re doing and they can spend five minutes filling out a survey, i think that’s okay, surveys cool forward is good. We got another one and be very specific to the individual. I’m in mind. I think if you asked, i think a lot of people here, they probably send the same e mail to everyone. Yeah, it’s crazy. You know, to e mail should be the same that you’re sending out. It should be very tailored to the individual and very specific to their wants and how they signed up in what they care about. The best example i always gave his corporate world’s amazon. The e mails you get from amazon are beyond tailored. I mean to the obnoxious level like you go look at a item, they’ll email you, what, two days later with that item and here’s a whole bunch of other suggestions there’s, no other email it. Looks like that that goes out and that’s what we’re all striving moving towards personalized email beyond beyond so it’s supposed to have a list of a modest size? Maybe our listeners are small and midsize non-profit so let’s, take a five thousand person list small in the big scheme of email, what do we need? A we need a service, teo, help us to personalize to this granular level that we’re talking about. What? Well, no, we don’t we don’t. I mean, i think what you want is to have a system where it’s, easy for you to tell a lot of different things about people, so, like, which of those people follow you on twitter and which of them don’t? Because you could say, hey, thanks for setting up for the email list would also love tto engage with you on twitter to the people who don’t write which people are your donors, which people aren’t, which people live in texas versus california, you know which people have r s v p for events in the past versus haven’t and all of those things tell you a lot of different data, so you could say cool here’s our people in texas who are donors who come to events, we want to send them a specific email about that. Like, thanks for all of your participation this year. That’s. Really wonderful. Actually, you could gather this by one of the other suggestions. Have a survey exactly, have a servant. Now you’ve got a bunch of data and it’s and it’s targeted to that person because they because we know that they click through on their e mail link to the service. And they told you what they care about. Yeah. Yeah, if you d all right. Okay. Okay. Excellent. But the others, i mean, depends how they sign up. Like, if you are organization, that takes on many issues and you have an action that’s, very specific. You know, that person cares about that action, so you should test it out and see if that’s the one action they care about, you know, there’s some orders that i know do environmental and maybe banking too, or some of its and they’ll send the banking stuff with environmental people, which makes no sense because that’s not what they care about. So, you know, paying attention to how they interact and where they sign up and what actions they take is key. The simplest is just the donor’s at the end of the year. If someone’s never donated online, why are you sending a fund-raising ask so ask him to do something else a way we kind of year. I know you’re getting a lot of donation ass. How about share this instead? And then maybe their friends will donate because they’re not going to donate. You’ve asked him one hundred times. I don’t think the hundred first is going to get him to chip in five bucks, so ask him do something else, okay, let’s, stick with the deliver ability recommendations. We got another suggestion for improving deliver ability. I think another one is just tow. Have your emails be simple? Like a lot of times, people want them tow have you no borders and embedded videos and, like get really complicated, but just because that technology exists doesn’t mean you should use it and the most delivery ble emails have no videos, maybe not even any pictures or just one. They have simple subject lines. Onda more complicated. You get the hyre rapid reputation you have tohave to even. Get in an inbox because it just looks really spam metoo the filters now, but video is increasingly recommended in email. Now bread is on the fence about that. Not so much. When i hear the wreck. I know it’s being recommended it’s being recommended it’s not supported in a lot of email providers that’s the other thing is, you know, what looks good in gmail doesn’t look good, and yahoo doesn’t look good on gmail on the phone versus female on the web, it’s all different, your email will look different in every single provider we’re just talking about this on the list were i don’t know if you’re on the list was they were talking about jeffs, and so it was like, yeah, a moving image. Okay on dh that’s becoming more maurin emails beyond video because it supported a bit more, but someone’s, like i got to do this and i was like, no, because you have outlook users and it doesn’t work in outlook, so unless you know who’s an outlook, you shouldn’t be sending this. So what does it look like that just a square with a question mark in the middle of it broken. Images just will be an image that’s not moving. So unless you’re first images solid it’s, it looks really goofy on dh there’s, entire services that are built up, just a handle, that sort of stuff and you could do amazing things and our ally on it is amazing and impressive, but i mean that point you really no need to know what you’re doing, okay? And we’re starting to get that. Now you need expertise. I help you with your email. So if budget is an issue, better to keep it simple and linked to late link to the video somewhere else, will ya? And you can take us screenshot of the video. Really that’s right? Laura, you got another one? Well, i agree with what harmony said about keeping it simple and also make sure that your emails perform well on mobile because more and more email is being opened up on mobile devices on smartphones on tablets. It’s a third orm or it might even be half from more these. Yeah, so you need to make sure that your emails do well on mobile because if it doesn’t look good, half your audience is going to give. Up, that’s pretty standard with bulk email provider’s, isn’t it yahoo? I don’t mean i’m a male chimp. Not so not so standard. Really? The mobile trouble optimization? No. Now i know i’m not really all right, so you need to investigate their decent there’s more than just using their mobile responsive template. Okay, there’s. Much more than that. I mean, like a great example would be what you have in the email if you ask her fund-raising ask in the and people are reading in a mobile, then you might need to make it really easy to give money. So if they’re landing page off that moment, mobile is difficult. You have to fill out a whole bunch of fields. It’s wasted too much trouble. Yeah, so it’s beyond just, you know, using their templates. Your image has to be a right size. Your form. It has to be a certain way, or your ass will be a certain way. It’s not just using a template. Uh, okay. And if if your organization has been around a while, probably your email templates date back a couple years, and they’re probably not mobile optimized. All right, we have. Ah, we have another minute and a half or so roughly let’s share some more. I mean, you guys were talking for ninety minutes. Gotta beam or what have you, what have you not shared yet? Don’t don’t hold out. Or we can go into more detail on something you’ve already share. My i think the big one is don’t get on your high horse, i think a lot of non-profits political organizations feel that they can do whatever they want when it comes to email and that’s not the world that we live in there’s very set rules, no matter what the law says, many of them hide behind, like the spam actors can spam in the us, but there’s more than just that when it comes the laws. So there is a legal aspect to all of it, and i no idea what a lot of time with shawn gets busted and they always hide behind that be like, no, we could do whatever we want we’re non-profit or a political organization that’s not true, and i’m just like i they don’t care. No, they think your mind is gmail, yahoo all them. They have clients and customers to they need to keep them happy. So you’re sending e mail cost them money so they don’t care. This isn’t the post office. Where there? Yeah, okay, yeah, harmony. I think my final thought would be that email isn’t the only thing out there and it should be part of a holistic strategy so good you should think about multi-channel total, exactly text blasting and phone calls and social media and door knocking and there’s lots of ways to talk to people on dh you don’t even know email can seem to be the easiest cause you just hit. Click if you’re thinking sort of your long term goals. It’s not necessarily the most effective thing and it’s not the only thing out there if you want to just include all of your options, including all the social channels. Naturally. Okay, laura, anything you want you want end us up with i would just say that. Keep in mind just because you want to send something doesn’t mean that your audience wants to receive it, that you need to keep them mind their wants and their needs and make sure that you aren’t talking just teo hear yourself speak that you are delivering your information in a way that your audience wants to hear it or they will too now. Okay, you guys, have you done your panel already? Later? Today you’re gonna have a lot of fun. I can tell your audience is your audience is gonna love you. Okay, i’m gonna recommend yours. I wanna thank you very much. Thanks. Thanks, everybody. Thank you. They are harmony eichsteadt evangelist for nation builder and brett shankar. Our email deliver ability specialist with every action. And laura packard partner at powerthru consulting. Thank you again. Thank you. This is tony martignetti non-profit radio coverage of ntcdinosaur profit technology conference. Thank you for being with us. I can’t send live listen love this week by state and city because pre recorded but live listener love does go out to everybody who is listening live labbate that’s not really so well stated. But, you know we love our lives, listeners, affiliate affections. All our affiliates throughout the country. Thank you so much for being with us. Thank you. Thank you. And again, katie. Artie, our latest and, of course, the podcast pleasantries over ten thousand of you listening. Maybe while you’re doing dishes. That’s. What? Someone told me lately. Listen then, whether treadmill, subway, car laying in bed, wherever it is. Whatever device podcast, pleasantries toe all of you. Tony’s take two and the open movement coming up first. I got to talk about opportunity, collaboration it’s an unconference it’s, an ex top of mexico for everybody working in poverty alleviation, there are non-profits from around the world you connect with people who can help you do your work. There’s lots of free time, deliberate free times you can meet people, make friends, figure out how you can help each other. It’s over eighty five percent sold out i was there last year. I’m going again this year. Amy sample ward will be there this year. There’s no plenary speakers there’s no power points every session is in a circle it’s collaborative opportunity collaboration three hundred fifty people from around the world getting together around poverty alleviation if that’s your work, you need to check it out at opportunity collaboration dot net i host fund-raising fundamentals for the chronicle of philanthropy that is my monthly podcast that is only a podcast never streaming live and it’s only ten minutes. It’s ten minutes once a month, and it’s devoted to fund-raising we’ve covered grants, events your board fund-raising planned e-giving major gif ts major gift relationships annual gifts mobile giving anything related to fund-raising that’s what’s on fund-raising fundamentals so if you love non-profit radio, then you might also love fund-raising fundamentals and there’s info on it at tony martignetti dot com it’s, also at the chronicle of philanthropy website, which is philanthropy dot com and that is tony’s take two for friday twenty sixth of june twenty sixth show of the year twenty six twenty six here is also from ntcdinosaur thie open movement welcome to tony martignetti non-profit radio coverage of the non-profit technology conference and t c twenty fifteen were in day to today we’re in austin, texas, at the convention center. My guests are carly leinheiser and craig sinclair. Carly is associate attorney for perlman and pearlman in new york city, and craig sinclair is digital media manager for the manhattan neighborhood network, and then then welcome from new york city. Both of you, thank you, and i’m there. I’m based there as well. Your seminar topic. I love it contributing to the commons strategies for using open licenses. I say i love it because i think there’s a lot of things that people have heard of, but not really sure what they what they mean or what they’re doing, what they want to be doing. Um, craig let’s, let’s, start with you. What? What? What’s the, uh, what’s the open movement open movement is the idea that everybody knows what they can use and share. Basically, i’d saythe digest it simply that when somebody creates something they usually doing it for-profit and it tends to be close that you have to buy it. That there’s vendor that there’s somebody there’s a transaction financially involved there open movement usually means you can share something clearly with somebody else about having to change hands with money. There may be something else you’re exchanging instead, but it’s being able to make sure everybody has access to it. Full access, carly, anything you want to add to the overview? Yeah, i think there’s also some particular philosophical points that go along with the open source movement specifically, which is sort of the older, open most men. One of the ideas with open source software is this idea of software freedom, so that you, as the user, should have the freedom to look at the software that you’re running and understand how it works. And not only do that, but then be able to make modifications to that software and then and then you can share those modifications, so you sort of add to the world of free software that’s available for everybody. But this focus on thie idea that user should have freedom to look at. The tools they’re using is important. It’s sort of the idea of being able to open the hood of your car and see how it works on dh model for modification is well, right. Okay, cool. Um, what’s the best way to start should weigh. Begin by talking about the three creative commons open source and open data. Those is that okay? Yeah. Yeah. I mean, that’s that’s. Sort of. The basic idea are these. What are creative commons? Open source and open data, right? So i guess a better way to describe it is they’re sort of different categories of works that are subject to copyright in different, different ways. So you have cultural works, which is what i think people usually think of when they think of copyright. So copyright a place of books, paintings, choreography, sculpture, anything that’s, a work of authorship that shows originality. S o copyright also applies to software in that source code is considered a literary work essentially. To put it simply on and then you have the idea of data, so data databases don’t have as much copyright protection. It’s sort of creative cultural works like i was describing, but if you have a sort of original or unique database, there might be some copyright protection there on then. There might also be copyright protection in the contents of the database. So if you have, ah phone book that’s, an alphabetical list of names. There’s, no copyright protection there, but say you have a database of, for example, the brooklyn museum isa great example. So they have ah, database online of all of their works. And you can search by license our or by works that are in the public domain. So they have a database that’s arranged by type of work and year and creator on and then the contents itself. Of that database being paintings and photographs are also covered by copyright. So then the open licenses are designed. Tio if you create a database or piece of software or cultural work, you could apply the appropriate licence to make your work open. S o that’s, where creative comments is creative commons licenses apply to cultural works to put it simply open source licenses to software and open data licenses to databases and their contents. Excellent. Excellent recitation. That’s. Perfect. Thank you. Very concise. Excellent. Craig, what is manhattan neighborhood networks interesting? This and that is that is that it’s the community access it’s, the union taxes tv from manhattan. Okay, and we have hundreds of producers who are making shows for us on a regular basis. And while most of it something they’re creating themselves, they may want music to go underneath that they may want to put an image up on screen. They won’t accept someone else’s video whenever you do that, unless you have a lawyer, you don’t necessarily know how legal it is on fair use in particular, which is often the thing that cited for re using something is open to such vast interpretation that usually the organization gets scared and we’ll say no, you can’t use anything else unless you have explicitly were viewed the copyright yourself or signed from someone whose organization being mn mn mn yes, on dh. Although we have for on air broadcast on television disclaimers off making it putting on producer, that still doesn’t. Help them! The organization may be protected, but we don’t want anything to happen to our producers over, so if they’re using something that has a creative commons license, for instance, which is simply the most common and popular of all the open license, nothing, they will know exactly what it is they can and can’t do with it. Usually we ask them to look for things that are non commercial anyway, because that’s then use it helping out somebody else in that field. But often, creative commons licenses will ask for attribution and to share alike, so when you’re using it, you’re also kind of giving back to the community because you are helping someone else who was a creator that shared something that you’re benefiting from and then you’re promoting them in turn by giving him a credit in our case on the television show and this is a nice way to kind of maintain the movement and paying it forward while you are producing you think excellent. So do you find yourself using open source and open data or not yourself? But your producers are they using those also for trying don’t really show much they thing. Is that sometimes we use the more without realizing it, so if you use the internet, the chances you’re using open source on a relatively regular basis you just don’t know because you may not go and look and see what tools have been used to make the site that you’re on. So were, for instance, a using open source is an organization because we used rupel content management system buy-in cvc aram to run our website and also our back and website, which manages all our producers, shed jewels or former television channels, all of our equipment and everything in an incredibly complicated initiative we’ve been involved with now since two thousand five called community media drew pool, so we chose that initially because we wanted to recognize is a non-profit that open source was more philosophically aligned with who we were, and we could tweak it and expand it as we needed. And yes, since two thousand five it’s changed pretty radically, but it’s incredibly stable and incredibly robust and weaken, we’ve been able to do what we’ve needed to make it available to our star from producers. Now pcrm is here, you and t c just stop! By have come of your own you love there there’s a there’s a lot of it’s, very rare to go to a place where people discuss their favorite sea around that you see that that’s what ndcc for exactly, but no savy ciroma fabulous! They also of the the open source efficient are those open source choice in many ways they very xero if you go into their convention, then you’ll suddenly realize the people there are the ones that make everything and they’re just so friendly and access. All right. Close community. Yeah, it’s really seriously around is very, very special place to call grayce kottler let’s, let’s spend a little time with well for both of you, but moved to carly creative commons. Now i see creative commons on youtube azan option for what kind of licensing you want your video and i think that’s a cz we’ve used both said it’s, the most common what exactly does it mean? So what does that mean, teo? Like if you upload a video to youtube, if you’re to apply that lesson period of comments to video, right, so so there’s six different creative commons licenses on dh they basically the different licenses have to do with what kind of restrictions you put on somebody’s use of your video eso you khun sort of most basic lana’s you just ask for attribution back, which means if someone were to take that clip that you uploaded to youtube and reason, they would have to credit you back-up if they make something there’s also share legs, if they make something new, they would have to put it out under the same license. They’re non commercial and no derivatives restrictions, no derivatives means they can’t change it, but they could redistribute it. S o if you actually, if you are blowing up to you to be there is also an option to choose the license on flicker a a bunch of other sites, or this is sort of getting more common. Um, that means you’ve sort of tagged your work with this license on dh, so you’re giving permission to anybody who comes across it to use it a song as they comply with those conditions. You’ve also made your work searchable by licence, which i think is a cool thing that creative commons does, so they when they talk about their licenses. They say there are three layers there’s, the legal code, the next layers, the human readable code because, you know, lawyers obviously we’re way don’t write things for human story on, and then the third layer is the machine readable code. So your computer khun search engines khun search for these licenses and actually creative comments is a search feature. If you go to search that creative commons dot com, you can put in what you’re looking for and you have an option to search clip art flicker, google image, search all sorts of different sites for works that you can use and you can put which conditions you want. So if you need something just for, like non commercial purposes, it’ll give you those. If you want something you could use for any purpose, i’ll give you that right about in the implementation of creative commons that m n n craig, anything like lessons lessons learned among your hundreds of producers, the main one is that no one, really you’re the in the field guys are no one really understands what copyright is or how it applies to them used to be that you would mail yourself something you’ve made registered post, it seems and not leave it unopened and now it’s away, but even for us is the broadcaster but some other community media stations it’s unclear whether it’s, the organization or the producer that actually then owns the copyright and no one is kind wants to sort of say they do or they don’t. Everybody that produces something kind feels they own it. So in explaining creative commons, it takes the world for people to grasp it, but when they do, they’re kind of amazed the issue tends to be that a lot of people in all spears feel that when they’ve made something they’re proud of, they deserve to be financially recompense for it on dh. What we’ve tried to say is it’s one of the things you can benefit from is you’ll be more likely to have it distributed if you’ve given it a license to share it because otherwise no nose and if they are, they may be doing illegally and all right? Well, they’re fine. Many, many examples of people illegally showing a thing on television to too many people are singing the song in the group, which had never crack down on when someone’s made it and put it out onto the internet in particular, you want them to be able to have it sent on. And i think, why you? When we’ve said, if you use creative commons, someone knows what they can do with it. And they also more likely to know who was created it. That has begun to get traction slowly with the long term producers. Okay. Like what you’re hearing a non-profit radio tony’s got more on youtube, you’ll find clips from stand up comedy tv spots and exclusive interviews catch guests like seth gordon. Craig newmark, the founder of craigslist marquis of eco enterprises, charles best from donors choose dot org’s aria finger do something that or an a a me levine from new york universities heimans center on philanthropy tony tweets to he finds the best content from the most knowledgeable, interesting people in and around non-profits to share on his stream. If you have valuable info, he wants to re tweet you during the show. You can join the conversation on twitter using hashtag non-profit radio twitter is an easy way to reach tony he’s at tony martignetti narasimhan t i g e n e t t i remember there’s a g before the end, he hosts a podcast for the chronicle of philanthropy fund-raising fundamentals is a short monthly show devoted to getting over your fund-raising hartals just like non-profit radio, toni talks to leading thinkers, experts and cool people with great ideas. As one fan said, tony picks their brains and i don’t have to leave my office fund-raising fundamentals was recently dubbed the most helpful non-profit podcast you have ever heard. You can also join the conversation on facebook, where you can ask questions before or after the show. The guests are there, too. Get insider show alerts by email, tony tells you who’s on each week and always includes link so that you can contact guests directly. To sign up, visit the facebook page for tony martignetti dot com. Dahna carly, anything more you want ad about creative commons before way, proceed. No, i think that probably covers it. Yeah. Okay. Okay. How about open source? Just remind us what open source applies to what kind of content? So open source supplies teo software essentially and there’s sort of two different philosophies. So a lot of people refer to it is free and open source after because they’re sort of the software freedom side that i talked about earlier and then there’s this idea of open source, which sort of focuses on the collaborative benefits of are the benefits of buildings after in a collaborative fashion. So the idea is you’re going to get better software if if the source is open, everyone can look at it. You have more eyes looking for bugs and issues, andi and then sort of people who start to use it if you’re free to modify you. Khun seo there’s there’s a feature i want that i don’t have. And i could just build that in. And then if you’re using a share like listens. So the most common share like license in the open source context is the gpl dig. A new general. Public license? Yes, if you’re working with softer that’s licensed under that license, if you make modifications and redistribute them, you have to share it under the same license. So that’s, how the commons grows in the open source context. Okay, okay. Craig, in the community what? One of the things we do with it is because i’m not a developer, but we’re using it. We give back in another way as well. So although i can’t be can’t country code back off, then i will find bugs. I’ll find issues i’ll post about them to highlight them for other people. All right, documentation. So i’ve used that i know how to install it. Maybe i know then how to configure it for different needs, that we have an ecosystem of people toe they recognized by using it that they’re not required to give back. But if they do it’s going to help everybody, and so there’s the general usually kind of for drew people in service. Erm from the one you get a default installation off it, and then you, khun, do whatever you want afterwards and you know that you have that strong base to build on and that is something which you, khun help then with the extensions that come along with it. We’ve also my last job in amherst, massachusetts smaller community tv station didn’t have enough money for a network hard drive for the building, so we used open source for hardware, and we bought we built something for probably a tenth of the market cost, just by having access to local people that want it there was that was what they want to play with. They were producers in the sense that they were technologists are over the television makers, and they would not have had this opportunity to use this equipment themselves because they could not afford it. We would have not been out to take advantage of their their skills over ways. And so we created a situation where we got something we needed for much more affordable and actually much more stable than we would have done by going into the market. I love the flourishing of the community and is the sort of equality of it and egalitarian and the country contributing. You got me wanting to say, contributing to the contributing, you know, i just, uh, it’s it’s just very inspiring. The movement is the movement is growing. Yes, growing. It’s your encouraged if you if you look at the piece that played the places and people who use open source it’s incredible. I mean, the white house website thing was the most famous first one to be using drew triple. But second, that we just learned this i’m not. I wish i wish she would set it first cause then i would admonish people you always should be listening to non-profit radio because in the last segment we learned that drew people is this is the the the back end of the whitehouse dot gov write remarkable love that yeah. Okay, so we’re encouraged the movement is flourishing. Hopefully, yeah, i mean exact conferences like this it’s interesting example to see how much open source there is compared to how much vendor options for the same thing and it tends to be the open source. Somebody will just have an idea they don’t have access to over resources. So they look around and see what there is and then they create. There were, like maker events and hackathons people. They they will often try and replicate something else. They’ve seen and in order to do that themselves, these are the tools they found on dh. Other ways. They will then make the tools themselves. So it’s it’s, kind of a nice way to express your creativity into the sandbox, where you were allowed to use all the toys and develop new ones that no one’s thought of. Yet. I love it. Carly let’s. Talk about open data for our data base. Sure, so i think the open data movement is sort of the newest movement. And so there there aren’t a ton of different licenses yet, but the basic idea is that open data again should be if you build a database, should be freely available for anybody else to use either with attribution or if you make modifications to the database of the contents. There’s there’s, a share like open database license as well that you can use. I think what gets tricky about open data is first of understanding. Um, what parts of the database are actually subject to copyright and where you need to worry about a license? Because, again, if you’re talking about a phone book, that’s just names alphabetically, there’s not really any copyright issues. Um, so and and the other thing is there’s this sort of weird concept of database rights, which we don’t have in the united states but exists in the european union and a few other countries and the idea there it’s not a copy, right? It’s ah it’s a protection in the investment that the database maker put into making the database on dh so they get some protection for that time investment and the ideas where those database right supply other people can’t use a substantial portion of the database without permission so creative commons in these open database licenses had to figure out how teo sort of waive those rights in additions, any copyrights in the database if you happen to be in a jurisdiction where they apply s i think that could be a little tricky, especially because if you’re just in the united states and those don’t apply, you maybe could use the database without a license at all, and you don’t want to sort of restrict people unnecessarily if they had the right to use the database in the first place since s i think those are those are some of the issues with open data, i think e think there’s also some entrusting things going on in big data generally where i think people are thinking about how to use large amounts of data and make sure you’re using it ethically and that you’re not sort of infringing people’s privacy and thinking about what your looking that so to me. That’s, that’s some of the more interesting er action in data, okay. And, of course, from the snowden disclosures an enormous, enormous topic. Okay, what do you mean, what? Do you have? How are you using open data were not really using at the moment, i think it is us thing come along, but i’m really interested in it because of what people are doing when they talk. You realize how much is being shared that no one’s aware ofthe so most of the times i’m i’ve come across its being a group like the sunlight foundation who made a prize application programming interface is for people to use and just not generous. Generous you are to explain a p i from listeners who may not know because theon non-profit radio we have drug in jail. You just you you avoided it completely durney probation? Not even i mean parole not even required grayce warrant sentence it’s one of the ones i think i have to say myself for a moment, if you ask me what? Actually that means in a more detailed technical way, we’ll reach a threshold printing quickly. Okay, you’re greek. They have, like looking at so federal state and local data means that you can use those for your organization and begin to filter it so you can find out about things like voting records. Or use of resources on dh then the everyone would be transit often. I just set right piece about baltimore had said it was gonna cost six hundred thousand, no way think six million dollars to do some project and take years. It took one guy a weekend to work out. He contacted his friends, who then build something in the next couple of days, just for fun and for free to show it could be done. So if there is data it’s off knowing yes, how open it actually is whether you are allowed to access it, and i think you’re right with snowden revelations, people are more cautious about this. They don’t want to trespassed against it, but when you realize that you can if you have access to it, find out this over information and use it to help people out. That it’s a very compelling topic, which i think next year at this conference is going to be a much bigger deal. Moron, open data to come. Okay, well, we’ll be at ntc steen. I think they’ll have us back. Are we gonna leave it there? Thank you very much. Reinardy leinheiser, associate attorney perlman and perlman and craig sinclair, digital media manager at manhattan neighborhood network carlene krauz, thank you very much. Thank you. Thanks for sharing and sharing openly on dh, but we won’t. We won’t make any modifications. Tony martignetti non-profit radio coverage of ntcdinosaur profit technology conference thanks so much for being with us. Lots of thanks to everybody at the non-profit technology network. I loved being at ntc this past march. Next week there is no live show it’s fourth of july affiliates. I will of course, have an excellent archives show for you. Got to take care of our affiliates. Affiliate affections happy fourth of july, everyone next week hope you enjoy your long weekend. If you missed any part of today’s show, find it on tony martignetti dot com opportunity collaboration with world convenes for poverty alleviation. It’s an outstanding unconference that will ruin you for every other conference opportunity collaboration dot net. Our creative producer is claire meyerhoff. Sam liebowitz is on the board as the line producer. The show’s social media is by susan chavez, susan chavez dot com and our music is by scott stein be with me next week for non-profit radio big non-profit ideas for the other, ninety five percent. Go out and be great. Hey! What’s not to love about non-profit radio tony gets the best guests check this out from seth godin this’s the first revolution since tv nineteen fifty and henry ford nineteen twenty it’s the revolution of our lifetime here’s a smart, simple idea from craigslist founder craig newmark yeah insights, orn presentation or anything? People don’t really need the fancy stuff they need something which is simple and fast. When’s the best time to post on facebook facebook’s andrew noise nose at traffic is at an all time hyre on nine a m or eight pm so that’s, when you should be posting your most meaningful post here’s aria finger ceo of do something dot or ge young people are not going to be involved in social change if it’s boring and they don’t see the impact of what they’re doing. So you got to make it fun and applicable to these young people look so otherwise a fifteen and sixteen year old they have better things to do if they have xbox, they have tv, they have their cell phones. Me dar is the founder of idealist. I took two or three years for foundation staff, sort of dane toe. Add an email address their card it was like it was phone. This email thing is fired-up that’s why should i give it away? Charles best founded donors choose dot or ge somehow they’ve gotten in touch kind of off line as it were on dno, two exchanges of brownies and visits and physical gift mark echo is the founder and ceo of eco enterprises. You may be wearing his hoodies and shirts. Tony talked to him. Yeah, you know, i just i’m a big believer that’s not what you make in life. It sze, you know, tell you make people feel this is public radio host majora carter. Innovation is in the power of understanding that you don’t just do it. You put money on a situation expected to hell. You put money in a situation and invested and expect it to grow and savvy advice for success from eric sabiston. What separates those who achieve from those who do not is in direct proportion to one’s ability to ask others for help. The smartest experts and leading thinkers air on tony martignetti non-profit radio big non-profit ideas for the other ninety five percent.

Nonprofit Radio for June 19, 2015: Smart Donor Engagement & The Right Database

Big Nonprofit Ideas for the Other 95%

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Rich DietzSmart Donor Engagement

Compare what you’re doing with takeaways from Abila‘s study of how donors want to be engaged and how nonprofits engage them. Some methods are on target; others miss. Rich Dietz is Abila’s director of fundraising strategy.

 

 

Michelle ChaplinThe Right Database

What are the steps to select the right database for your organization? Michelle Chaplin is senior manager of online fundraising at PBS. We talked at NTC, the Nonprofit Technology Conference hosted by NTEN, the Nonprofit Technology Network.

 

 


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Hello and welcome to tony martignetti non-profit radio big non-profit ideas for the other ninety five percent. I’m your aptly named host. Oh, we have a grand to affiliate. Welcome katie artie ninety five point seven fm davis, california while non-profit radio was on the road past two and a half weeks, i stopped by davis. I’m a program director. Jeff executive director autumn i toured the studio and i thank you very much for hosting me. Jeff in autumn and this is the california announcement that i’ve been teasing you about, and there will be another california affiliate coming but for today. Welcome, katie. Artie davis so very glad you’re with us, our newest affiliate. Oh, i’m glad you’re with me. I’d bear the pain of encephalomyelitis ridiculous if i had to think about the mere idea of you missing today’s show smart donorsearch gauge mint compare what you’re doing with takeaways from a bill, a study of how donors want to be engaged and how non-profits actually engaged them. Some methods are on target. Others miss rich dietz isabella’s, director of fund-raising strategy also the right database. What are the steps to select the right database for your organization michelle chaplain is senior manager of online fund-raising at pbs, we talked at ntcdinosaur non-profit technology conference, hosted by intend the non-profit technology network on tony’s take two, a tribute to rochelle shoretz responsive by opportunity collaboration, that working meeting that unconference on poverty reduction that will ruin you for every other conference. I’m very glad to welcome rich dietz he’s, director of fund-raising strategy at abila he began his non-profit career as director of a youth mentoring program in college. For twenty years, he’s been working in and with a wide variety of non-profit political and government organizations, as well as tech companies, focused on the nonprofit sector. The company is at abila dot com, and he is at rich deets on twitter. Rich, welcome to the show. Thanks a lot, tony. Glad to hear you’re. I’m very glad that you are. Where you calling from college? You’re in austin. All right. Austin is awesome. We just had and to see their non-profit technology conference where you were you there? I was definitely there. It was right in our backyard and actually found it harder to go to the conference when it was in my own backyard than when traveling, decide to drive in every day in austin traffic with us a month. I’m so yeah, i’m sorry. We didn’t meet there, though, but i met a bilich there, but i didn’t see you personally, but next year, you’re going to be there. You think in twenty sixteen? Most definitely okay. That’s san jose, i believe, isn’t it? Yes. I’m very excited because california from california originally lived in the bay area for quite a few years. I’m very excited that i just spent ah, weekend half moon bay. Beautiful. Yes. Very nice round the coast. Very, very nice community. Okay, rich, this donor engagement study. Why? Why do we need such a study? Well, we we did the study for a couple reasons. One we were looking at the industry and we seen way saw a bunch of other studies out there that talk to donors or maybe talked organizations and was trying to get this whole idea of why donors give you know what? What motivates them to give what makes them feel engaged? And we found that there was a lot of studies that looked at one or the other. But there weren’t studies that looked at both groups as a whole and then compared them to see if there was any differences, overlap, commonalities or actually holes in that and some of our concerns around that was, you know, fifty seven percent of donors each year are leaving organizations, you know, donor attrition, you know, we also see seventy four percent of non-profits admits that they don’t use donordigital to make program decisions on dh, that sort of, you know, concerns us a little bit, so we wanted to dig a little bit deeper into that. So we created the study, the donor engagement study, it was a survey of both donors, a cz well, as non-profit organizations we ask them a number of questions to find out preferences on engagement, so we asked the non-profit how do you think not, you know, donors want to be engaged with, and then we asked the donor’s, how do you actually want to be engaged with and then compared those and found some really interesting commonalities and some very, very interesting differences that attrition rate that you mentioned that we’ve had the other guest mentioned that seventy four, seventy five percent of donors leave an organization. Each year that’s, that’s startling it is startling in striking and and the way i usually tell people how startling it is. Let’s say you had one hundred, donors donate today in five years on ly one of those donors is still donating the organization that should scare you. And that should keep you up at night. Ninety nine percent over five years. Well, no, no, i’m saying it is the year over year, seventy four percent every year you’re leaving? Yes, yes. So after five years on ly one of those hundred still still don’t. Okay, so we could call that ninety nine percent attrition over five years over, but yeah, my gosh, yeah, alright, neverthought about it longer than okay on dh. How did you select the non-profits and donors to survey? We actually went to a research firm called ed research stuff just to make sure that we weren’t biased and how we we don’t want to just select our clients or just not our client. So we went to aa research company called research on and they did it all using, you know, the highest statistical standards. Ninety five percent plus confidence all of that fancy. Stuff that i don’t understand everything about. But, you know, i i leave that for smarter people, okay? Confidence intervals. I remember those confident from college statistics, like if you had ninety six percent confidence that’s, actually not very good, as i recall from i don’t know what i’m saying if no, no, i didn’t mean if this study had ninety six percent. I mean, in general, if one has ninety six percent confidence, as i recall from college statistics that’s not even very high, you want to be like ninety eight or ninety nine percent? I’m not imputing the abila study way haven’t gotten into yet there’s nothing to impute. All right, so you have some excellent takeaways, which we want to leave listeners with remember our our audience is small and midsize non-profits and they are certainly struggling with that kind of attrition, and we’re interested in the the commonalities, but also the misalignments in the disconnects between what donors are saying they would like or believe they’ve got and what non-profits believe they are doing or believe they ought to do so that that’s where we want to, we want to focus on these your your your first takeaway is that basics and fundamentals are very, very important most definitely in this is this was one of just one of the findings i was very excited about because i’ve been preaching the fundamentals and getting back to the basics for many, many years, as i’ve been consulting and teaching and training across the way, in fact, i have a master’s in social work, so i’m a social worker by trade and something we learnt about social work school is mathos hierarchy of needs, which which i’m sure most people on the caller are very familiar with and massive marchenese says, you know, you have to have your basic needs met before you can move up into higher level things, you have to have food and water before you even care about friendship or, you know, confidence or or anything like that. And when i found working with non-profits is it was very similar in that they need to focus on the basics first and then move up the ladder there and see what i mean by that is you need to focus on your website, email marketing your donor process. You know how you move a donor? From an email all the way through the donation process, actually becoming a donor, and you need to focus on that first before you get into things like peer-to-peer fund-raising and social media and and all of that stuff on so we found in the study is going back and really focusing on those fundamentals and what do we mean by those fundamentals? The number one thing is thinking through that donor flow, thinking through what it is like to be a donor to go through your entire process of a fundraising campaign, and that is from that email they receive to the length they click on to the page, they land on to the donation form and and all the way through the thank you. And then, of course, the follow-up follow-up is so is so important. And so the way we’ve been trying to talking about now, instead of thinking of a holistic donorsearch experience where we’re calling it a holistic donorsearch donor experience because you not only need to think about the entire process, but also the actual individual that is going through that process, i’m going to get much deeper into this when we get into the segmentation, but thinking about who’s doing it is it a major donor is in a major donor who likes polar bears, and that gives you a very different process that you may want to do than a fifty dollar donor-centric frogs it, and we’ll get much more into that as well as a cz we go through another really important thing on the on the fundamentals is showing impact you’ve probably heard other people talk about how important it is to show impact and that the work that you’re doing is meaningful and making a difference will in our survey, we found that the number one thing donors wanted to know about was is the money being used wisely? They also wanted to know if their support is making a difference was another top three concern of theirs on dso. By showing the impact you can do that, the best way to show that impact, of course, is stories story is going to be the best way to show that impact on and that’s again going back to the basics, really crafting some beautiful stories and if you can bring in that visual storytelling on dh, what we mean? By that is, using video using pictures to really tell a great story. Okay, which study done by cloudgood yes, i wanted to point out that the going back a little bit you your premise was that people started that pipeline through an email, but they’re actually maybe multiple ways. They may have found you first on one of the social networks, or they may have found you first through hearing about you from a friend. So even just that entry into the pipeline is going to vary across people. Definitely definitely andi and channel preference is something that would be talking about some of the later findings as well. But that’s that’s, a great point is actually tailoring how they found you in that messaging and in those stories and how you communicate with them is also very important. Yes, okay, thanks, rich. We need to take a break on when we come back. Of course, you and i’ll keep talking about a billa’s donorsearch exgagement study. Stay with us. You’re listening to the talking alternative network. What are the latest travel trains? How khun travel. Be a part of your overall health and wellness plans. This’s william paris, lifestyle travel consultant and your host foreign travel and wellness today. Join me on thursdays at twelve noon eastern time. For travel chat, travel tips and travel news. Update that’s on thursdays at twelve noon eastern time on talk radio dot n y c. 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 backs to one to seven to one eight one eight three. The conscious consultant helping huntress people be better business people. Talking dot com. Hyre welcome back to big non-profit ideas for the other ninety five percent. I can’t send live listener love, spy city and state today because we’re pre recorded by a day it’s a it’s a day before the live show. But of course, live listener love to each person who is, in fact listening live podcast pleasantries so there’s over ten thousand listening and the time shift, wherever it is, whatever device, whatever you’re doing, maybe washing dishes. That was the latest i’ve heard podcast pleasantries to everybody in the park in the podcast and listening that way and our affiliate affections love our affiliates, those am and fm and online stations throughout the country, whatever day, whatever time they they play it and their schedule affections to all our affiliate listeners. And, of course, katy art being our newest affiliate in davis. Richard you from davis or davis area, by any chance you said you said i am not out from from her down the beach, california, down south. But i lived in san francisco for about seven years, okay? Yeah, you did mention bay area. Okay. All right. So moving on, we have we have some disconnect, but between donors and non-profits around frequency of communication. Yeah, and this was one of more controversial aspects of the study. We had a couple people come up to this on this, we actually had somebody accused of malpractice, quote unquote, talking about communication frequency and think they read it slightly wrong, so what we found is non-profit professionals were ten times more likely than donors to feel that they were not communicating enough, so the organization’s felt they should be communicating more donors were saying, you’re doing it just about right? So there’s a disconnect there so some folks thought were saying, don’t communicate as much. Don’t email as much don’t do as many facebook post and that’s, not really what we’re saying, what we’re saying is actually bringing in the next key finding with this one is critical content is more important than frequency or channel, so what we’re saying is it’s not how much you communicate it, how you’re communicating, one is communicating with really good content, so that is giving them the stories the thank you’s showing the impact, the accomplishments that you’ve made that’s, the content that they want, that’s, the content that they don’t mind if. You email mohr of it. The other thing is to customize your content, you’re now non-profits are now being compared to amazon and zappos and these for-profit who are really customizing and tailoring their content and donors air at home going well, if amazon knows that i like books about weaving, why can’t my non-profit know what i’m interested in about the organization wanted? They know that i’m interested in the girls after school program, how come they can’t taylor that content? So we’re saying better content and a little more taylor to the organs to the individual donor, you have some findings on different channels that donors would like to see frequency manage differently on? Yes, definitely, and that was some of the interesting fundez while there was some surprises in there and some things that we have come to expect as any particular ones you’re interested in tony yeah, well, let’s start with email. What, what, what, what? What donors feel about the email channel? What i found about email, what i was actually very happy to see and something i’ve been preaching for a while is that email is actually pretty solid across all groups, andi also way also had at abila we also slice the, uh, the the data by generation, so we slice it out by millennials, gen xers, boomers and matures on, and we found something like email was actually solid across all of those generations, in fact, that matures, which air, you know, sixty five over sixty nine percent of them said that email was a fine way to communicate with them. So when people say that the older folks aren’t on e mail or they don’t like getting their email, we’re definitely seeing a shift change there. Yeah, i don’t agree with that matures or olders how boomers boomers matures don’t like email. I think in a lot of cases you would have the individual would have given their email address to the to the organization. So you’re you’re expressing your preference for that channel that way. Ok. What about direct mail? Us paper mail? What? Your findings on that? Yeah. There’s. Actually. Interesting finding on that. And i definitely want to dig deeper. But we found that, of course. You know, you would expect boomers and matures. About eighty percent of them are saying direct mail’s fine. Ah, funny. That was a little surprising as millennials, eighty four percent of them said direct mail’s fine and my my running theory right now, i don’t have any evidence to back this up yet, but that millennials aren’t getting a lot of mail, so getting something in the mail is kind of a cool thing to them, you know, maybe direct mail might work with millennials. Okay, it’s gonna be something that we looked at a little deeper. I see why you were chuckling when when i ask you about that. All right? They’re not getting enough. Those j crew catalogues on the american apparel catalogs. Just not sufficient. Exactly. Okay, um, all right? Interesting. And then all right, so then, sort of related to that is that people do want content that they believe that that is relevant to them most definitely most definitely, and it really gets into the segmentation. Yes. Okay. And we’re going, we’re going to get teo. We’re gonna get the segmentation. Well, i guess we could, you know, means it doesn’t have to be in the sequence that you and i have been thinking about since we’ve teased it a couple times. Now what? What do we know about segmentation well, other than it’s not really being done quite as well as it ought to be. Yeah, yeah, definitely. And i think if if if you talk to non-profits their pride pretty honest about this in fact, fifty two percent of non-profits felt like they really weren’t using, you know, segmentation as well as they could, and we found surprising. Well, not surprisingly, fifty two percent of donors felt like organizations weren’t taking their preferences into account. And so when i talk about segmentation, that’s what i’m really talking about his donor preferences, how can you build an experience that the donor feels that you have taken their preferences in account that you have taken their interests into account? Remember, like i said earlier, you are being non-profit are being compared to amazon and zappos and all of that now, so they’re getting highly segmented in some of their emails and some of their communications that they’re getting on, and they’re not being segmented and talked to in a very specific way from the non-profits so we really need to do a better job at that that when we found his most non-profits felt that they were using donation amounts as a source of segmentation, but it really dropped off drastically when we started looking at other ways to teo segment. And so what i’d like to suggest to my non-profits is to start with donation amount because, you know, you’re already doing that and then try to add in one or two more other data point, andi, you know, a really easy one to do would be interested. Um, what are they interested in? What have they shown any sort of interest in and a lot of non-profits have this data already on hand, and they might not even know about it. You can go to your email marketing software and look at what links did they click on that they click on a link for the girls after school program? Then they’re probably interested in women’s issues, girls issues, or maybe they even have girls, you know, did they click on red eyed tree frog? And they did click on polar bears so you can actually pull out some of that interest data. So they’re telling you in many ways, on dh, then you can segment further down from there, okay, so we we’ve talked. About age and interest communications channels. What else? Ah well, we mentioned giving him out that’s that’s very standards. That seems very, very standard method of segmenting what else? What else can you recommend? Another interesting one to think about his location on? And i think this one is particularly good for national organisations, organisations that are that are fund-raising or doing things across the country. And the best example that i’ve seen of this in recent years has been the obama campaign. During the last obama campaign, there was a window. There was a new york times reporter. I believe they did it interesting study where he went, and he signed up for all the candidates emails, but he signed up from different parts of the country. And so for the obama campaign, when he signed up in portland, oregon, he got very different emails than when he signed up in south carolina. Portland, oregon. He got emails about forestry, about labor issues down in south carolina. He got very different communications, so just buy the location that somebody’s ass that they signed up for. You can actually start segmenting based on that and making educated guesses on what? Their interest might be, and then you look to your email statistics that they continue to click on those things that you think they’re interested in. Then yes, they are. If not, then you, then you can try something else. Signing up from portland, i would add, thai food should be added to that interest because i had i had the most delicious thing in cycles are really big in portland. Oh, are they? I didn’t see that, but i didn’t see i didn’t see any use cyclists miss that, but i had the most delicious us thai food that i’ve had since i’ve been to thailand and i live in new york city and supposedly we have good restaurants here. But, uh, i have to shout since you mentioned portland pock pocket pook, pook, best thai food i’ve had. It was in portland best us tie i’ve ever had, so i would add thai food to the forestry to the forestry interests in portland. Okay, yeah. What? What about agent? Which, if we don’t have a gin our database wait, how do we get out that that that that is an interest one and that one’s going to be a little bit of a challenge? But i have some ideas that i think might might help broke down, so it is an important one, and we really do want to highlight the age since we did look at this data and we did, you know, at abila we slice it up into the different age groups, you know, millennials gen xers matures, baby what’s up, we found that only three percent of non-profits said that they’re really looking at age on a frequent basis in order to segment, and we saw, as you saw in the channel preference and all that there are some big differences in there. So when you’re looking at age, i think there’s some ways you can get this data, some of this data non-profits may already have if a non-profit has done a walk or a ride or a run or any sort of event like that, they probably asked for a gin order to put them into their age brackets and so that can help get that data right there. Look at any of your past registration on and see if you have that that age data on do you know it could already be there? The other thing is to do a donorsearch on and there’s a lot of good reasons to do. It donorsearch not just for ages, but to actually get into your preferences. I say all the time that you know, when we talk about best practices, a best practice is really just a starting point. You still need to test it and try it out within the organization because you might have very different donorsearch mints than what we’re talking about here. And so by doing a donorsearch way, you can dig deeper into what their bread, you can ask them their channels reference, you can have them. You know how they want to be communicated with how frequently they want to be, commute whatever you want to do in there now. The big problem is surveys of getting people to turn them in. You’ve got to come up with some incentives for them to turn in those surveys, you know you can obviously, give away some chock keys, a t shirt or a bumper sticker or, you know, a discount to your gala, something like that. But in a new idea that i’m seeing a few started to experiment with now is doing some sort of matching grants or matching gift with service. So get of one of your major donors to say anyone who turns in the donorsearch ve i’m going to donate one dollars, two to the organization and letting the donor’s know why you’re asking for this data. The reason you’re asking for the data is so you can communicate with them in the way that they want to be communicated with, you know, letting them know that you know, that they’re overwhelmed with emails and overwhelmed with with direct mail and all that stuff, and you only want to be sending him the communications that they actually wanted, that would be their incentive for filling it out as well. I love that donor dahna contribution match for ah, for each survey we have a donor who will donate a certain dollar amount. That’s outstanding that’s it that’s it gets a cool idea. Haven’t heard that. Excellent. Excellent. Um all right, well, any other, any other suggestion about getting at age for an organization that doesn’t have it? It’s not well, we can. We can move on anything else you got? Yeah, you know that. I mean that i think something is going to develop over over the next six to ten months if any listeners out there come up with some good ideas, please send him in, send amar away because i’m looking for new things to test and try on defy could find new ones. I will let you know as well. Okay. And i’ll remind listeners ah, that you are at rich dietz d i e t z at ridge detail on twitter um, okay, let’s, let’s, move, move on then some other takeaways people love giving right makes them feel very good. It actually makes them feel very good on. And this is one of the interesting ones is the number one way that they felt engaged and connected to an organization was through the act of giving. Volunteering came in a fairly close second on attending events, and doing things like that really had started fell off dramatically. From there people people felt like attending an event wasn’t as engaging as, you know, volunteering or actually donate and on the surface you’re like, okay, that is totally obvious, right? But there’s a couple of key points, you’re one, i try to use this to help non-profits feel more comfortable and asking for money people want to donate, and when they do, they feel really, really good, so you’re actually helping people to feel good, so you’re doing a service for them, you’re not taking their money, you’re giving them good feelings is the way i like to tell us, why not? Provoc dahna very good, very good love that. Okay on you have now there’s a difference among millennials? The number one and two are swapped. Yes, it is, and that was really interesting for us. So millennials number one is volunteering and number two is donating and what’s interesting is this aligns really well with some other research and other discussions i’ve had with folks that air that air looking at millennials is millennials have a very different process, one on how they evaluate an organization and how they engaged with an organization. What they’ll do is they’ll go teo and organizations social. Media profiles to learn a little bit more about them they want to see that you’re really people, they want to see that you’re human. If you have the same sort of corporate speak that you have on your website, they’re they’re they’re probably gone. They’re not even going to engage with me any longer, but if they like what you’re saying on social media, then they’re going to come in and volunteer. If the volunteering goes well, then they will make that donation decision, so it is a very different way on dh really, organizations should be looking at getting millennials volunteering well before they even asked them for for a money which which makes sense if you think about it, our wonder of millennials are telling us that they have they have more money than the rest of us, and their time is scarcer, which would well, i don’t mind their time being scarcer, but if they have more money than the rest of us that’s annoying the hell out of me, that’s what they’re saying way have just like a minute and a half before we have teo to wrap up so let’s uh, let’s just flush. Out a little bit more. We’ve already very touched on this a fair amount, but the differences in engagement around age and generation. Yeah, so that you know what i would recommend for folks to a download the study. And they could do that at abila dot com a b o l a dot com forward slash donorsearch gauge mint study on dh there they conceal the charts and dig deeper into the data. But we did find those very interesting differences and, you know, like i said, you know, you’ve got to take everything like this, aziz, a starting point on, and then you need to test it and try it within your own organisation. Weii brought up a lot of the ones earlier about direct mail and all that. But another one i found really interesting on the differences was on, uh, gifts where’s that i’m looking at my date right here. Rich, we have two that’s. Okay, we have to wrap it up. But you’ve told people where the where the study is and if they want more through, they could get you on twitter at rich dietz which, thank you very, very much. Thank you so much. All right, thanks. My pleasure. Thank you for joining us. Tony steak to and the right database air coming up. First opportunity collaboration. It was a terrific experience. It really kicked us up to the next level. We built out a fund on site, and we have raised two and a half million dollars toward a target first close of five million dollars from delegates at the twenty thirteen collaboration that’s from russ baird, executive director of village capital yusa. There are funders at opportunity, collaboration and the rolls and impact investors, as well as lots of smart people from non-profits opportunity collaboration, a weeklong unconference in x top of mexico for everyone who is working in or around poverty alleviation, lots of people who can help you get your work done. And there’s plenty of free time built in to meet those people, make friends and figure out how you’re able to help each other. I was there last year. I’m going this year. Every session is in a circle. It’s very collaborative. No power points, no plenary speakers. Three hundred fifty people from around the world collaborating. If your work is related to poverty, check it out. Opportunity collaboration, dot net. We had a death in the non-profit radio family. Rochelle shoretz the first guest on non-profit radio to die deshele founded sharks share it, a support network for breast cancer survivors and very sadly, she’s no longer a survivor. It was june first when she died. She was on the august thirty first, two thousand twelve show, and we talked about storytelling and deshele very generously shared her story and story of lots of people that share share. It has helped and worked with my thoughts go out to her family and shark share it and those tens of thousands of women and men that her work has touched. Oh, and i have a tribute video with a link to the show on also the new york times obituaries at tony martignetti dot com and that’s tony’s take two for friday, nineteenth of june twenty fifth show of twenty fifteen here is the next segment, which is also from well from ntcdinosaur as many have been lately. Excellent stuff from the non-profit technology conference here is the right database. Welcome to tony martignetti non-profit radio coverage of the non-profit technology conference twenty fifteen were hosted by intend the non-profit technology network in austin, texas, at the convention center. My guest is michelle chaplain, she is senior manager for online fund-raising at pbs and her workshop topic is how to choose the right database for your organization. Deshele welcome to the show. Thank you. Great to be here. It’s a pleasure to have you thank you for taking time on a busy conference day. Let’s uh, let’s, start with a threshold question how do we know if our existing database needs to be changed? Yeah, absolutely that’s a great question, and i think the first thing is you have to sort of go through the process as if you’re looking to change your database. So first you wantto look att all your current users and what their needs are, what they’re trying to get out of the database and what it is doesn’t do that they wanted to dio, and then you need to bring all of those questions to your current vendor and asked them like, is this something that database really can’t do? Or is this an add on feature that we can pay for? Or is this you know, a custom ization that we can get or do we actually have access to this all along? And we just didn’t realize it. And then you went away like the costs of adding those features to your current database to the cost of switching and implementing a brand new database, which is substantial when you taken implementation, cost training cause and just the time it’s going to take for your staff to learn a new system. How do we filter out when we’re asking these questions in our organization between people just complaining about the database and really having a genuine need that isn’t being fulfilled because lots of people have complaints absolutely way filter out the yeah, the mere complaints on dh sort them out from the woods. Isa really write well and i think it’s really helpful to build requirements document, which is just a family non-technical word for need tohave list and a nice hot list. So you take all of the various rants and complaints and things they want, the database tohave and you divided into things that are real deal breakers like your database is not gonna work. Your users are not going to get what they want without these. Things. And then the nice to have things which, you know, might help you increase adoption. It might make a few people happier, but it’s not going to make or break your database and that’s going to help you kind of narrow down your options. Okay, so people will become more rational if we asked them to categorize between needs and needs and desires. Exactly. Okay, we’re trying to insert some rationality into this whole process, right? Be a lot more strategic and sophisticated. Okay. So then, if we have our we have our requirements document, uh, most vendors are going to be willing to review this with us. Yeah. And generally, when you ask a vendor to present there their database or their system to you, they probably have, like, a put together power point presentation. And i would say, just send them your requirements. Ask them point blank, like, does your system me all of these requirements? If not, then they don’t need to waste their time presenting or your time, you know, giving you this presentation. And when they present to you, ask them tio just do open up a kn example of their database and go through the steps that you, your users, will go through. So you can see what your user experience is. Rather than just getting kind of their standard sales pitch. That’ll save you both a lot of time. Let’s. Take a step backward when you’re talking to your existing provider. How do you sort of position it so that they don’t feel like they’re being threatened, not threatened, but so that they don’t just become defensive and you know, but you, you know, you didn’t identify that is a need years ago, we didn’t understand that that was a requirement of yours, you know, he’s trying to cut through that stuff and just can we get our can we get our needs met, right? Yeah, and i think it’s it’s a matter of, you know, acknowledging the fact that this process you’re going through is a process that you’ve just started and you’re looking at a database and you’re looking what people didn’t need to get out of it, and you’re asking them, like, is this something i could do with the database? You know, because this is a new, like me that has come up or this is a new requirement that we’ve identified that’s goingto be necessary in the future and, you know, most vendors will work very hard and if it’s at all possible to keep your business going your way, you’re asking exactly and understand, and, you know, if they can’t do it, then it’s sort of, you know, it’s self explanatory, why? Why you need to move on? And i think they understand that, like most vendors aren’t going to throw a fit over, you know, you making a reasonable, logical choice that this isn’t the right fit free. Okay, okay, um, so let’s, let’s jump back to dark metoo new potential vendors, are you ah, fan of r f piece for this process or some people are, and some people think they’re overblown and don’t really accomplish very much. I’m i’m a fan of a super simple r f k and what i do is my request for proposal are here my requirements? This is my requirements document the list of need tohave nice toe have stuff. And if your database could do all of my need to have in some of my nice to have that i want to hear from you, okay before exactly pretty simple or yes, compared to many that we’ve all seen exactly. Yeah, because most vendors, they already have their standard product. They’re not going to take the timeto, you know, answer. Accustom are for every single line. Okay, that’s, the that’s, the other side of one of one of the other disadvantages is you’re going not here from a lot of potential vendors who just won’t spend the time answering a lengthy are exactly okay. All right, so what’s, our next step? Well, how do we proceed in this in this process? Yes. So once you kind of have your short list of vendors and you’ve seen their presentation, then you really want to dig in and evaluate those, you know, top three or four vendors. Teo really ascertain whether or not they meet your needs and if if they all meet your needs. Like what nice tohave requirements do they also meat that will help you further narrow your list down. Andi, i for this part, i recommend, like, actually doing trials of everything. And if a vendor won’t let you try out their product and go in and mess around, i would be a little bit wary of that, because then you’re like buying. You know, you’re buying a car without giving it a test drive. So what do you migrate? Just a part of your database into the into each platform that you want to test. Yeah, you can just create some sample data. Are a lot of databases ifyou’re doing their trial portion? They even would come with sample data so you can just play around with the way it exists and just go through a few of your processes, you know, there doesn’t have to be, you know, huge reports generated or anything useful, it’s just you need to be able to see if your users were going to be able to get what they need to get out of it. All right? Dahna no, please, no more. Oh, so then after that, you can just sort of rate the different the different options based on your criteria. So your needs to have obviously, if they don’t meet any of the needs to have that’s a deal breaker, you can stop right there, throw him out and take him off your list. They wasted your time because you’re you asked him that originally exactly hyre they more points they lose right for squandering time? Alright, who’s involved in this process from the organization now that we’re out to the outside potential vendors. So i mean, i think there needs to be like a point person or a project manager who’s doing the implementation. And really, that depends, like, if it’s a small organisation, it could be just somebody with the title of project manager or executive assistant or you, you know, it might be the ceo doing all of this by themselves and then buy-in bigger organizations, they probably have, like, a database implementation manager or an administrator who’s in charge of all the databases who can kind of oversee. So it depends on the size of the organization, but really, one person should take ownership of it, and then they can lease and manage all the relationships with the key decision makers like the cfo, the ceo were actually, you know, signing the checks and then all of the different types of users, the power users who are going in and, you know, stretching the database to its limits every day, the people who maybe, like volunteers using it every so often and then all of the managers and and other people of the organizations who may not ever use the database but need information from it. So, like, your finance officers might need financial reports out of your database, but they don’t actually go in and generate the reports, so we need to talk to them. Tio, do you think the board has a role here or not? Really, i think it really depends on the board and the scope of the project that you’re working on. So if it’s a large like, if it’s your like a financial management database and the board, you know, is looking at the finances of recorder, hopefully and is generating the reports that i think including them in, you know what they want to see in terms of those reports and make making sure that the database meets their needs in that respect on dh then on the other hand, if they’re key decision makers in terms of this, this could be a very large purchase, and they’re, you know, key decision makers in terms of purchase decisions, then you need to be able to show them like this is the best option for organization and why and having that, having that documentation of like this so these air need tohave nice to have criteria and how every single option rates and you’ll get sort of like a clear picture of this is the winner and it’s something that’s easy for them to. Digest and easy for you to sell that yes on dh in large part because you’re showing that you’ve done your due diligence when you can document the process that you’ve been through. Exactly. Okay, thank you for that aggression we were at the stage where we’re testing, we’ve got we’ve got sample data yet, and we’re testing a few alternatives exactly, and then it’s just about going down your requirements document and checking off like every every process you go through everything that it khun dio, you know, all the little nice to have stuff that you’re users may want, but it’s not necessary and, you know, grading those and using those two just rate, you’re different options and again, that’s going to give you a clear winner in fact, there’s a really cool excel spreadsheet, which allows you to do like waiting of your different options, and you’re different criteria, and it gives you a new miracle score for each of the vendors. So you can say whoever has the highest score wins and has the advantage of waiting, so everything is not equal. Exactly because in reality, it’s not all right, what’s our next step now we’ve we’ve selected one, i presume we have a stage where we’ve we’ve chosen one, the chosen one, you’ve hopefully chosen wisely and everyone’s on board because you can straight that you did your own work and and then it’s time to make a plan like this isn’t the end really it’s the beginning of what goes in our plan? S o i like transition plan exactly the implementation plan on dh. I like to start with kind of the end date. So when we want all the users to be able teo, log onto the database and use it that’s the kind of what i start with, and then i work backwards from that until they get to today. So maybe, you know, three to four weeks before the end will be, like the soft launch where our power your users can go in and play with stuff and look at it and maybe, like a month or two before we’ll do that data migration on dh, you know, you just map it out and going backwards until you have today. We’re it’s like that. Everything you have to do right now. Okay. Okay. Let’s. Spend a little time on migration, because that could be very, very messy. We should expect a lot of support from the new vendor in migrating data. So that’s going to be something that you have to consider in your requirements document is how much support do you need to migrate your data? Do you have a lot of in house expertise or you’re going to need full support? And is this new database something that you know your i t team are your in house database experts can figure out and migrate your data into. Or is it a proprietary software that the vendor has to do themselves so that’s definitely something you want to consider while you’re looking at different vendors, what your need is in that respect, another option would be hiring a third party or an external consultant to come and look at your current data, clean up your database and migrated over for you. Yeah, this could be an opportunity to clean up your data. Exactly. Okay, up. Maybe you can include cleanup in the migration support that you get from the from the new vendor. Absolutely. Build that in. Yeah. I mean, just like every time you move your house. You kind of clean out your closet. Every time you migrate your data, you want to think about cleaning it up. Like what you’re hearing a non-profit radio tony’s got more on youtube, you’ll find clips from stand up comedy tv spots and exclusive interviews catch guests like seth gordon. Craig newmark, the founder of craigslist marquis of eco enterprises, charles best from donors choose dot org’s aria finger do something that worked. And levine from new york universities heimans center on philanthropy tony tweets to he finds the best content from the most knowledgeable, interesting people in and around non-profits to share on his stream. If you have valuable info, he wants to re tweet you during the show. You can join the conversation on twitter using hashtag non-profit radio twitter is an easy way to reach tony he’s at tony martignetti narasimhan t i g e n e t t i remember there’s a g before the end he hosts a podcast for the chronicle of philanthropy fund-raising fundamentals is a short monthly show devoted to getting over your fund-raising hartals just like non-profit radio, toni talks to leading thinkers, experts and cool people with great ideas. As one fan said, tony picks their brains and i don’t have to leave my office fund-raising fundamentals was recently dubbed the most helpful non-profit podcast you have ever heard. You can also join the conversation on facebook, where you can ask questions before or after the show. The guests were there, too. Get insider show alerts by email, tony tells you who’s on each week and always includes link so that you can contact guests directly. To sign up, visit the facebook page for tony martignetti dot com. 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. Oppcoll we need to be very specific. I would think about what’s going to be included in the in the implementation plan that it be in the contract with the new vendor. Yes, absolutely. And most vendors will build that in usually it’s in like a number of hours that they’ll offer in certain packages to work on dahna migration on training, on support on dh, they’re all you know, most vendors will negotiate that with you depending on your organization’s needs. Okay, what’s, our next step now we we’re past the time line. Where are we now? We’ll hopefully you do everything on time, right? If your implementation over schedule, of course it doesn’t. But it’s a it’s an aspiration exactly off the goal. We’re talking in hypotheticals waken weakened dream. But even if not, you know and plan for that in your timeline to, like plan for what happens if everything falls apart and we don’t launch, you know the database on october first if we do it november first. Like how much of a catastrophe is that? What about december first? You know if it’s a cr m and you’re doing your in giving do you really want? Your database to launch on december first so, you know, planning for contingencies like that. But once you’ve gone through the timeline, once you’ve migrated your data over, you’ve gotten your staff trained on it, you know, your users air doing it, you’re getting good user adoption and really including them in the entire process, asking them what they want is going to be a big help to you and getting user adoption. Then you know it’s about just maintaining your database and keeping the support going and keeping your users engaged in using it and making sure it’s still doing what you’re doing is there much of a difference? And you’re free to tell me that it’s obviously the way whether the new vendor train’s just the power users like train the trainers, or whether they should be training all the users does that matter? I think, and and then the trainers would train the lower level users, right? Your internal trainer, i think there’s something to be said with training the trainers. You just want to make sure that you have enough to support your kind of lower level users so they can all get training quickly and also, one of one of your trainers leaves. Do you have another trainer? Do you have a program for keeping that knowledge and house, or will the vendor continue to train people on an ad hoc basis afterwards? So, you know, it’s, just the benefits and risks of having some stuff done in house versus everything done by the vendor, okay? And then, of course, ongoing support critical. Well, it really depends on again your in house expertise and how complicated the databases that i always think of smaller and mid size non-profit because that’s, what our audience is right, they they’re they’re less likely, and certainly they could, but less likely that they’ll have a lot of in house expertise around. Yeah, third base administration and day to day issues. So support is important. Yes, definitely. We still have a couple minutes left. What do you want to share that i haven’t asked you about? Goodness? Or more detail on something immediately, even if we talked about it. But any more detail? Yeah, i mean, i think one thing that we didn’t really have a chance to go into in depth is the idea of hiring a consultant to do all this with you, especially if you are a small organization or even a medium sized organization. You might not have a staff person with the time to do all of this research and, you know, talked all the vendors and go through all the trial periods, and you know, the advantages if you do it with the consultant, you have them come in, they assess all your needs one time, you know, they talked to all your respective users bundle that they already have a really good knowledge of all the different you know, database is out there and how they would fit so they’ll know which vendors to go to, which are the best options, probably in the first in the first place, and be able to pull it in and it’s assess it so you can kind of skip over the decision making their research part and go right into your short list. Where? You know you work with a consultant, teo, analyze the, you know, the top three best fits and they can make, like, a spreadsheet and analyze it and make it so you can, you know, defend it to your board and show that, like there’s, you know, research and due diligence was done on that, you know, it’s more expensive, but it’s off your plate and it’s off your staff’s plate. You could also be value in the consultant evaluating the state of your data. Someone objective who’s not likely to say. Oh, well, you know, there’s this problem in the data, but yeah, we figured out how to work around that. So it’s not a big deal when really, it is a big deal because you have faulty data. You’ve just developed a workaround. Exactly. Yeah, and then they can also come up with strategies for cleaning the data or people you may cos you may want to engage to help you clean your dad up. So it works for you the way you needed tio what’s been the pbs experience. Have have you done database change? We actually went through thiss process about a year ago. We were looking at changing our email marketing system and way kind of went through the first update our needs assessment talked to all the users, went back to our vendor, and they actually made a lot of changes in custom is asians to our existing system so it would meet our needs and, you know, and now there are just a really strong partner, and they’re consistently checking in with us to make sure that databases still meeting their needs. So it it is it really, you know, we didn’t end up changing databases, which saved me a lot of headache personally, and it gave us, like a really strong relationship with our current vendor. Have you had your session yet? No it’s tomorrow at three, ok? Because i was going to ask if you heard of any disaster stories that do you know of any migrations that went badly? Conversions went badly. We know of so many so many. I mean it’s. One of the reasons that i proposed this session is because migrations often happen too fast without enough thought and they end up just blowing up in people’s faces nobody’s happy with the end result and they end up, you know, a year later, after hobbling along with their new database, either switching back-up watching something different into a completely s o i am looking forward to hearing a lot of horse stories tomorrow you expect you expect to hear a good bit, but we could do this all much more strategically and smartly if we have this plan and process that we just talked about? Absolutely. And avoid the heart. Avoid being the next horror story of ntc twenty sixteen. Exactly. All right. Thank you very much. Michelle. Thank you. Michelle chapman, chaplain. Pardon me. Michelle chaplain is senior manager for online fund-raising at pbs. And this is tony martignetti non-profit radio coverage of the non-profit technology conference. Twenty fifteen. Thanks so much for being with us. Thanks to everybody at antenna non-profit technology network loved being at ntc this year. Next week get your emails delivered and did you know that there’s a job called emailed deliver ability specialist also the open movement. If you missed any part of today’s show, find it on tony martignetti dot com opportunity collaboration. The world convenes for poverty alleviation. That outstanding unconference that’ll ruin you for every other. Conference opportunity collaboration. Dot net. Our creative producer is claire meyerhoff. Janice taylor is today’s line producer shows. Social media is by susan chavez, susan chavez, dot com and our music is by scott stein. Be with me next week for non-profit radio. Big non-profit ideas for the other ninety five percent. Go out and be great. What’s not to love about non-profit radio tony gets the best guests check this out from seth godin this’s the first revolution since tv nineteen fifty and henry ford nineteen twenty it’s the revolution of our lifetime here’s a smart, simple idea from craigslist founder craig newmark yeah insights, orn presentation or anything? People don’t really need the fancy stuff they need something which is simple and fast. When’s the best time to post on facebook facebook’s andrew noise nose at traffic is at an all time hyre on nine a m or eight pm so that’s, when you should be posting your most meaningful post here’s aria finger ceo of do something dot or ge young people are not going to be involved in social change if it’s boring and they don’t see the impact of what they’re doing. So you got to make it fun and applicable to these young people look so otherwise a fifteen and sixteen year old they have better things to do if they have xbox, they have tv, they have their cell phones. Me dar is the founder of idealist took two or three years for foundation staff, sort of dane toe add an email address their card it was like it was phone. This email thing is fired-up that’s why should i give it away? Charles best founded donors choose dot or ge somehow they’ve gotten in touch kind of off line as it were on dno, two exchanges of brownies and visits and physical gift mark echo is the founder and ceo of eco enterprises. You may be wearing his hoodies and shirts. Tony talked to him. Yeah, you know, i just i i’m a big believer that’s not what you make in life. It sze you know, tell you make people feel this is public radio host majora carter. Innovation is in the power of understanding that you don’t just put money on a situation expected to hell. You put money in a situation and invested and expect it to grow and savvy advice for success from eric sabiston. What separates those who achieve from those who do not is in direct proportion to one’s ability to ask others for help. The smartest experts and leading thinkers air on tony martignetti non-profit radio big non-profit ideas for the other ninety five percent.

Nonprofit Radio for June 12, 2015: Visual Social Media & NTEN and NTC

Big Nonprofit Ideas for the Other 95%

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Jessica Williams, Emma Chadband, & Jenna CerrutiVisual Social Media

With (l to r), Jessica Williams, Emma Chadband & Jenna Cerruti, at NTC 2015.

Be strategic with your visual content on Twitter, Vine, Instagram, Pinterest, Tumblr, Reddit and Snapchat. Jessica Williams and Jenna Cerruti are account managers at Prichard Communications. Emma Chadband is online outreach associate at PAI. We talked at NTC, the Nonprofit Technology Conference hosted by NTEN, the Nonprofit Technology Network.

 

Amy Sample WardNTEN and NTC

Picture of Amy Sample WardAmy Sample Ward is our social media contributor and CEO of NTEN. At NTC I asked her to explain NTEN’s many programs, including their valuable annual conference. This really is an organization that will help you use technology smarter, from the social networks to CRM.

 

 


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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’s really good to be back live after two weeks away. Oh, welcome km! Jozy seldman keizer, oregon our newest affiliate. Well, i was on the west coast. I met the program director dave hammock and the board chair pam. Hello, david. Pam welcome km you z one hundred point seven eighty eight point five fm non-profit radios newest affiliate. Oh, i’m glad you’re with me. I’d suffer glass so far in jail neuralgia if i had to speak the words you missed today’s show visual social media be strategic with your visual content on twitter, vine, instagram, pinterest tumbler, reddit and snapchat no, jessica williams is a consultant. Jenna cerruti is account manager at pritchard communications and emma chadband is online outreach associate. At p i we talked at ntcdinosaur non-profit technology conference, hosted by n ten, the non-profit technology network, also in ten and and tc amy sample ward is our social media contributor and ceo of inten at ntcdinosaur asked her to explain and tends many programs, including their valuable annual conference, this really is an organization that will help you use technology smarter from the social networks to c r m on tony’s, take two non-profit radio on the road, responsive by opportunity collaboration, that working meeting that unconference on poverty reduction that will ruin you for every other conference. Here is visual social media from and t c welcome to tony martignetti non-profit radio coverage of the non-profit technology conference twenty fifteen were hosted by n ten the non-profit technology network. We’re in austin, texas, at the convention center topic now is visual media for a social world. What you need to know about the future of social media my guests are jessica williams, she’s account director for pritchard communications. Emma chadband, online outreach associate for p i and jenna sorority, the account manager for pritchard communications. Ladies, welcome. Thank you. Don’t you have all of you? We’re talking about social and visual. Jessica, what are non-profits not quite getting one hundred percent? Oh, i wouldn’t say they’re not getting anything. I think they’re very well aware of what needs to happen. Okay often times, it’s just a matter of having the resource is the budget and the time available to do. What needs to be done on the right channels? How should they be? How should they be allocating resources or maybe prioritizing let’s talk about that? Well, that really depends on the goals and objectives for that particular non-profit and the target audience is they’re trying to reach so thinking about those three things in regards to the message is you’re trying to spread so who can i target? Where are they and why is this important to them and what channels are gonna help me reach that audience? All right, uh, you want to add anything to our to our overview? Yeah, i would just say that it all comes as just closing it all comes back to strategy and goals on and that’s how you should choose what networks were going to be on and what, how you’re engaging on on all of them and so generous. We want to be avoiding shiny object syndrome on right? Just because something is new doesn’t mean we ought to be there exactly were all about, you know, paying attention to strategy and the reason we’re here at intent today, eh, is because we find that a lot on non-profits are really intimidated by these visual media tools? Yeah, yeah, i mean, there’s a lot out there and there’s always other one sprouting up s o we’re kind of here today to home that in on dh share kind of the important important facets of each of those and share how non-profits shouldn’t be intimidated by those on drily, you know, feel free to explore them and play around with them. Okay? Let’s, let’s not start with the most popular facebook, etcetera something that’s pretty popular growing vihn don’t we start with vine diesel? Six second videos, let’s start let’s keep with you, jenna, what are you thoughts there? Well, so, you know vine was acquired by twitter in two thousand twelve eso we’ve seen in the past three years that it’s really making optimization sze that make the channel really appealing toe organization the non-profits they’re letting users upload videos directly from their camera roll, they’re adding different editing features that make it really user friendly. S o we’re seeing that non-profits air really seen success on vine, and i think emma can’t talk even more about how her organization has seen success with driving traffic to its block, okay? Good, emma what’s piela are doing well? We’ve had a lot of success in vine on the thing i always tell people about that platform is the value is not necessarily on the channel it’s with the content that you can create making videos really expensive and time consuming. But if you use vine it’s cheap and quick, so it’s much easier to make a six second video and vine than it is to make a six minute video for youtube on dh. So we have made these great little videos on buy-in and then we’ll embed them in our block, and any time we’ve done that, we get, like, double the traffic and tons of positive comments and a ton of engagement. But what if we have no idea what to do with with six seconds of video? You go ahead, let’s just stick with you. I just don’t know what i can do in six seconds. Well, i think it comes down to your non-profits mission and what you’re trying to tell people like i spoke to someone after our session from another reproductive health non-profit who’s saying we just constantly work in data, we don’t have any. Like people that film or anything like that. But if you have something like data, you can do a great visual ization and vine people, even news organizations have used buy-in like cnn to do like cool graphs and stop motion videos. You can really do anything in that platform. It’s really great for creativity, okay, jessica, if we’re thinking about vine, where do we where do we start our thinking to decide whether we should spend time there? Well, it again goes back. Tio, what are you trying to accomplish? Some most non-profits, you know, one of their big, overarching goals is fund-raising so are they trying to retain a donor base or they trying to attract new donorsearch in that example, find might be a great platform to reach a younger audience, particularly is emma mentions the content itself can be the platform allows for a lot of creativity, and so obviously younger generations enjoy kind of that creative spent on content, so it might be a great place to attract new donors to engage new audiences. So but to your point of being strategic, if you’re trying to engage younger audiences, correct that’s not an objective of yours than maybe vine isn’t appropriate, correct? Or maybe i mean in emma’s example that she uses in our presentation is ah, great example of birth contraception, and it appeals to me and i’m thirty four years old, so and it’s a vine video, so it doesn’t necessarily have to be a younger audience. It was just again goes back to your goals and objectives for your organization. Okay, so our first place to be thinking when we’re considering something is how does it fit? What? What? What do we feel we can do with it? How do you know those? But when you’re asking oh, i mean, yeah, sure. I mean, we could do six second videos on we have people let’s say, you know, look, make the sort of the simplest case and take wuebben let’s, take let’s, take a shelter for for domestic violence victims and survivors. We have that. And if we could do it anonymously and brovey but how do we know whether we can? We can use it successfully for the work we’re trying to achieve. Well, i think you have to look a tte your budget like, do you have the staff time? Available. Do you have the the amount of time it takes? I mean, emma, the video she shares in our presentation actually took her three hours to create. So, do you have three hours to make a great video it’s up to you and your organization? So it’s really hard for me to advise or any of us to advise any particular, like general set of ideas without knowing a particular situation are looking at your strategy in your goals may be just what questions should we be asking? Well, regarding target audiences, what are their behaviours? So are they online? You know, maybe if you’re reaching policy makers or partners, those audiences air very different. So thinking about, um what kind of online content do they consume? What? You know what topic or issue area are you focused on? Can you know, is that appropriate for a video like you talked about a shelter for domestic violence? Is that violence? Is that something you know? How can we capture that on video? In a positive light? How can we instill a call to action in that video to mobilize our audience to to action. So, it’s really? I think. You know, we keep going back to strategy and messaging, and what are you trying to mobilize your audience to do and is video and is mine and effective tool to reach that? And, you know, of course do we have the resources to do it? Okay, almost sounds like you want to you want to look like you want to add something about vine? No, i just think it really does come down to what? What is your awful angle and that’s with any platform it could be? We’re actually looking into launching our instagram and we’ve just re branded and we have a new logo, and as part of that process, we found out a lot of people don’t understand what we do and how we work. So we’re launching instagram not because we think it will give us a lot of traffic or because we’ll get a ton of followers, but because that’s another platform to people so people can see photos of where we work, who were working with how we’re doing it. So it really is like a storytelling tool and that khun go for any platform, you have to have an offline goal before. You can figure out what you want to do online, okay, excellent. So we can drill down to these things we can weaken, at least give advice on what you need to be thinking about what questions you should be asking. Ok, you’re tuned to non-profit radio. Tony martignetti also hosts a podcast for the chronicle of philanthropy. Fund-raising fundamentals is a quick ten minute burst of fund-raising insights, published once a month. Tony’s guests are expert in crowdfunding, mobile giving event fund-raising direct mail and donor cultivation. Really, all the fund-raising issues that make you wonder, am i doing this right? Is there a better way there is? Find the fund-raising fundamentals archive it. Tony martignetti dot com that’s marketmesuite n e t t i remember there’s, a g before the end, thousands of listeners have subscribed on itunes. You can also learn maura, the chronicle website, philanthropy dot com fund-raising fundamentals the better way. Right, so we seem to transition to instagram very conveniently. Thank you. Um, let’s make clear instagram versus pinterest, jessica, go ahead. So instagram is actually a publishing tool so you can take the photo right in the app on your phone and then from there, share it with your network’s, whereas, pinch, this is more of a storage and sharing tools, so you’re actually curating images from, say, a website or a block, and then pending that toe boards on pinterest for other followers to see the images. Once they click on that link, then they’ll go to their website. So unlike something like instagram, where you’re sharing to multiple social media channels, pinterest is more of a hub to manage the visual content that you have on something like, well, your website, your block or instagram we know you are are most of the users of pinterest still women? Is that still they are? Yes, they’re predominantly women about thirteen percent of men, so we did see some growth and there’s like eighty seven percent of users who are women and creating percentage meant yes, okay, they’re pretty affluent as well, that’s, the other kind of defining demographic. For pinterest so okay, um, you want toe share advice around what you might be able to achieve with interest in the general sense? Yeah, pinterest is a great brand building platform, so brands really rely on visual cues to build their communities, and pinchers is a great platform for visual representation of your work, so you could use it to showcase some data points and infographic some inspiration quotes over a beautiful photo or some photos of your organisation in action that you know your followers might be interested in. So those were some great ways to kind of share community. Another really cool thing is an interest will drive traffic back to your block or your website, so if the user clicks twice on an image, they’ll go back to your website and buzzfeed sites pinterest as its second largest driver of traffic to its web site, so it has the potential to drive tons of traffic, and this is because pens live a lot longer than other social media posts. So a pen on pinterest has a life span of about two months. Where’s a tweet has a life, has a life span of about three hours. So i don’t even think it was that long for a tweet, but okay, um, general, i kind of feel like i gave short shrift to instagram and i didn’t mean to do that. What more can we say about you? Serve instagram? Well, we found that again, like vine instagram is making a lot of optimization sze to the platform that makes it appealing to organization, so it just added video capability in two thousand thirteen it’s also added just added verified badges, which is that little blue checkmark that you often see on twitter to help users reach the authentic accounts that they’re seeking. Um, and what we like about instagram is that’s it’s, a really strong storytelling platform, so not only can you upload a photo or video, but it equips non-profit communicators to really be a visual mediapro instagram gives you the enhancements and filters you need to really make the image or video pop, and then you can add these other features like hashtags teo, jump into existing conversations online, you can tag others to engage with partners or policy makers, so by created by adding all these features, you’re really allowing the user to click on different aspects of the photo on drily explore the story more deeply than if they were just scrolling through in viewing a photo me either if you want to add anything about that instagram no, we’re good on instagram. Okay, uh, what about storify? We talked about story five who wants to explain what storify is for those who listeners who may not know emma, you you haven’t even heard from you? Basically, it allows people to follow a story through social media, so basically our organization will use it a lot. When we host tweet chats, we’ll we’ll we’ll go through and storify all the tweets so that if you miss the tweet chat, you can still view the whole thing in store if i’m right. That means this zoo aggregating based on your, uh, your criteria brings a bunch of media together and you’re using it for twitter chats, right? I guess everybody who use the hashtag or something yeah, all the tweets we can keep them all in one place and it’s easy to follow along. Okay, you can also curate from facebook from various social networks. It’s really kind of built out now, so you can carry it from all sorts of places, okay, they can post on your block. So that’s a great way, tio, if someone wasn’t at this event, you could say he was the conversation as it happened on social media and here’s what you missed in a block post. So that’s, another great way to do so. Excellent recap, all right. And i see a lot of news outlets using storify also bring in other other channels, other outlets, coverage, things like that. Okay, um, no other before we get to the big players, twitter, facebook and he’s smaller don’t be necessary, lesser known, but any smaller channels we ought to talk about. Well, in our presentation, we also touched on tumbler, which is a micro blogging platform that realized really heavily on visuals, specifically short form visuals. So we like tumbler because it really accommodates different types of content. So unlike facebook, where you only are able to post four types of posts a link, a photo of video or a text posts tumbler accommodates beyond that so it’s it works really well with gifts as well as audiocasting ups our kind of short snapshots of quotes or excerpts so it’s a really great tool or platform for non-profits who are looking to publish a diverse mix of content now, jenna, you mentioned gifts on non-profit radio we have george in jail, which which i didn’t just make up, but i do love a liberation, but we do have jargon jail, but probation comes pretty easy, so you better explain everybody may not know what a jiffy yeah, thanks for reminding me they’re animated images. So you know this kid often times you’ll see a clip for, like maybe three second clip from parks and rec episode with a quote overlaying on the jif so it’s really just an an animated image on oftentimes they’re used as a reaction. So you know if if you’re having a sad day or something it’s not uncommon, tio go on tumbler and see that there’s jeff’s kind of evoking this emotion so good hyre kayman jessica, anything you want to add about tumbler, i think non-profits are just beginning to really experiment with tumbler and it’s been fun to see what people are coming up with. One of the big differences is that people don’t comment that often on tumblr it’s kind of part of the community there, so if you’re going to comment, i think the best practices generally the community likes humor there, not goingto you’re not going to see really serious templar comments and then also the tags on tumbler different than any other network and that they use spaces between the words and they’re also they’ll have a ton of tags on any given post, which is different than like instagram will usually have, like three and probably no more. So it’s definitely a little different than anything else we’ve worked with, okay? And you have to be conscious of tagging and the way the community what the community is expecting, yeah, and that can go for help. We’re going to find your content, right? And that can go for any platform. Every platform is a little bit different and has a little bit different community norms and voices, and so you want to be familiar with that before you engage. Okay? Jessica, you’re shot anything tumbler somewhere is a great place to bleach younger demographic, so if you’re if you’re non-profits looking, tio reach a younger audience, maybe to grow that millennial or even the generation. After donorsearch tumblers a great place to do that and we’re seeing organizations use tumbler really effective ways. One of our favorites is on being, which is ah, public radio conversation project. They used tumbler as one of the extensions of their kant arika which is their website, and they do a fantastic job if anybody’s looking for an example of how to use tumbler. Okay, actually, that’s a great good. Thank you for examples. Um, any any other examples of good good tumbler blog’s and then wants to shout out? I think we included a smithsonian in our presentation. They just have really compelling images. The reason we like on being is because they have a really nice balance between texts and visuals. So it’s more, i think, accessible to non-profits who maybe don’t have a ton of resource is too turnout images or video on a daily basis, you know, texas fine. Just short bites of content. Okay, okay. Let me, uh, anything you want to know. Uh, let’s, let’s. Stick with smaller platforms before we get to the huge ones and the others that i’m not thinking of or i don’t know there, please, category way we had a question on our presentation about read it and that’s something about r e d d i t right? Yeah, and a lot of people are curious about it read it is, i think of it is like the wild west of the internet because there’s like not a lot of too many of those left. Yeah, there’s not a lot of best practices or guidelines for non-profits and in fact, i think the community doesn’t really like organizational users, so let’s explain what it is. Oh, read it is like aggregation site primarily for news or other current things, and it’s basically just a big list of links and it’s divided into thousands of tinier communities called subreddit it’s, which are like mitch interests and they’re part of the bigger side is a hole, okay? And please continue. You were talking about what the community expects her doesn’t yeah, i like there’s. The reddick community doesn’t really like organizational users, so they’re they’re sort of motto is that you, khun b, a reddit user who happens to work for an organisation, but they don’t like when an organization has has its own reddit user name s o the best way to engage on reddit is from a personal account, usually because you want to be engaging in other communities that aren’t just from your non-profit okay, excellent, obviously important to know you’ll be scorned before you even get started. Yeah, you khun get band! They wanted to quickly get bad, but it is a great place for i mean, we’ve seen huge amounts of traffic from reddit like other platforms, we can get it a couple hundred a couple thousand visits, but read it once we got ten thousand visits from read it in the night from one piece of contacts that because these subreddit sir so narrowly and closely defined that’s part of it it’s also just one of the biggest drivers of traffic on the internet. Now it is a huge site it’s been around, i believe, for about five years, i think, and there’s just so many people on there, and if you find the right subreddit that that corresponds with your mission and your non-profit they’re going to be really excited to see your content, okay, anything you want to add about read it well, i was just going to add that i thought. Emma was going to cover this. Someone in our presentation asked about snapchat and that’s, not just jenna. Did you have anything you want to head about? Ready? No. Okay, you go. Okay, please just go. Snapchat is keep a little order. You’re doing great. You’re not a kiss. Wait a little while, so you’ve got to rein it in. So snapchat is ah, very new platform and it’s used by much younger generations, but emma mentioned during our presentation that do something dot or gets doing a great job with snapchat. I don’t know if you want to talk about that more, but they’ve had they i remember reading encased anywhere they had, like a snapchat scavenger hunt on and there’s i believe the guy who’s running it is called the snap, stur he’s like really the pioneer of non-profits on snapchat but he was basically like snapping pictures of himself. It was around valentine’s day snapping pictures of himself around the city with different signs corresponding to what they were doing. And it was a really successful campaign. But yeah, i would love for you guys should look it up. Let’s do something that organ i’ve already had. A mole? Are you finger on? Artie’s been on twice? I’m talking about do something and also talking about t m i they’re consulting arm. Yeah, you know, we didn’t do snapchat. We didn’t. We didn’t explain what it is. Jenna, we haven’t heard from your recent you want to explain what snapchat is? Let me see if i can do this in a concise way. It is a photo sharing app that lets users share temporary photos meaning and i believe you can do video now on it tio lets users take a photo and basically you khun send it to your friend for three seconds for ten seconds and then after that it disappears. That’s snap and that’s what we think exactly, young people like it because it’s ephemeral, it’s like a conversation, right? I’ve seen it used a lot among young people. They share their reactions, so if someone sends a text will respond with the snapchat of their face making an emotion reaction. Teo now, right now i have a choice of if i want to share of the action i gotta choose between read it and he snapchat this is by then my reaction is dead? I’m overreacted already. I think you’re really working it and rises again that especially among millennials and even younger generations that, you know, just getting communications, just getting more visual so people want to see faces they want to engage with people s o text messaging isn’t even, you know, that’s might go away, people really want to communicate face-to-face andre uses nap jet as a vehicle to do so. Okay, excellent, i love that way just have, like two minutes left and we haven’t even talked about facebook or twitter yet. Ah, but i’m goingto since i like twitter a lot, i have a lot of fun with twitter, just like a minute and a half or so who wants to? I want to talk about zoho strategy for twitter? Go ahead, jessica. So twitter is a social networking platform that allows you just in tweets, which are one hundred forty characters long and no more hashtags are extremely popular on twitter it’s fact it’s critical where they originated, may allow you to engage in conversation outside of your immediate conversation that you’re having so you know, it’s common to see multiple hashtags and one tweet tagging users. Is really important if you want to be a part of the community and engage, you can geo tags so you can tie the location from what you’re tweeting, you can now video dirt. They just rolled out a video recording capability on twitter last week, so that’s really important to know. And then, just recently, it was announced that google is going to start searching twitter in their algorithm. So when you search something online, really that’s lee’s tweets, they’re gonna teach will be search results, tweets will be searchers. Oh my gosh, when does that start? Well, it says it’s in the process, last i heard so, but that was like two weeks ago, so it was probably an updated but twitters here to stay, and its growth has kind of slowed, but they’re rolling out these new capability. So, you know, it’s it’s going to be around it’s a great way for organizations just to be a part of a conversation, especially when tools like facebook are slowly becoming less effective for non-profits and other organizations. All right, excellent. We’re gonna leave it there, ladies. Thank you very much. Thanks. Durney on dh. My guests have been jessica williams, account director pritchard communications kayman chadband online outreach associate at p a i and jenna cerruti, account manager. Richard communications ladies. Thank you again very much. Thank you, tony. My pleasure. This is tony martignetti non-profit radio coverage of the non-profit technology conference. Thanks so much for being with us. Jessica williams is now independent. Consultant twenty six, two and ten and tc. Coming up. First opportunity collaboration. It is the single most productive week i have spent all year. And quote that’s. Gretchen wallace, founder and president. Global glass. Grass roots global grassroots. Dar for haiti, rwanda, uganda and yusa. Opportunity collaboration. It’s this weeklong unconference in x top of mexico for everyone who works in poverty alleviation. Ah, there are non-profits from around the world and you connect with people who can help you do your work wherever you are working there’s lots of free, unstructured time to meet people. Make friends figure out how you can help each other. You meet in the pool in the ocean, at the bar. Whatever you want to meet it’s in october i was there last year and i’m going again this year. Any sample ward coming up in? The second segment will be there this year. There are no plenary speakers. There’s, no power points. Every session is in a circle. Three hundred fifty people from around the world collaborating. If you work in poverty alleviation, you need to check it out. Opportunity collaboration, dot net non-profit radio was on the road for two and a half weeks. Oh, my gosh. I was in colorado springs, denver, phoenix, l a half moon bay, san francisco and portland. I met folks when i was in portland. I met the folks at km jozy in in salem, oregon. Of course our newest affiliate, the the program director there. Ah, dave, dave hammock. And then we went and went and met the centre for non-profit innovation. They’re going to be sharing this show. Also lots of very good things happening in the salem keizer, oregon area and then a new california affiliates i’m going to be coming on after they renovate their their sight on dh there in stanford. That is all i am permitted to say at this time i met a second new affiliate coming on in california and that is all i am permitted to say at this. Time in portland met up with amy sample ward also jim white, executive director of the non-profit association of oregon. They’re going to be carrying the show lots of fun in portland, as i mentioned on overall on outstanding two and a half week trip. Loved it. Lots of non-profit radio outreach there’s a video from portland at tony martignetti dot com. And that is tony’s take two for friday, twelfth of june twenty fourth show of the year. Here is amy sample ward from the non-profit technology conference. Provoc radio coverage of ntc fifteen the non-profit technology conference. We’re in austin, texas, at the convention center on day two. My guest now is amy sample ward. She is the ceo of and ten the non-profit technology network and the regular social media contributor. Two non-profit radio kayman sample ward. Welcome. Hi, it’s. Good to have in person. Yeah. It’s fun. I miss being in person. Thank you. Since you left new york city. Yeah, we are. We are each day. By the way, that noise was not non-profit radio sound system. That was the i’ll leave out my adjective. That was the sound system for intend so well that convention center, you know, it was definitely not intend on the convention center is setting something up. Okay on dh non-profit radio has high quality sound. The second day we are highlighting a swag item each each each interview, and we have appropriately hoesch stock and p tech socks for this for this interview with any sample ward ceo. So they’re the socks, and for those listening to the podcast, they’re green or mostly all green with little brighter green heel and toe and orange hashtag and pete hoexter love and and and ten on the other side. Oh, and intends on the other side, there’s intend on the second side. Let’s, get a picture of that also great socks. I’m gonna enjoy wearing these thank you. And we’re headed into the swag pile on day two. Welcome. Thank you. Thanks for thanks for coming on over to the show and i’m very glad it worked out. Well, you know, i’m doing like we did fourteen yesterday, my literally. And how many we have a today mersa eleven. We’re gonna leave twenty five interviews. That’s. Incredible. Yeah. That’s. Twelve and a half shows of. Yeah. And were they? And many of them were with multiple folks from the pictures. Oh, yeah, yeah. We have a panel of four today. They were like, yeah, well, so indian just in just three days of the conference. We have about three hundred speakers outstanding. So all right, you have a you have a great ten percent sample bilich more than i have to have more than ten percent of the yeah, that’s awesome. Um share some anti seat went fifteen stats. How many people are here? How many hotel don’t have? Okay, well, we sold out all of our blocks in six hotels like, two months ago. S o i’m sure we’re in lots of hotels and registrations. I’ll get the latest numbers tomorrow morning for the plenary. But where we’re pretty close to two thousand and cem stats i shared this morning at the plenary we’ve got forty seven states, sixteen countries cool. We have twenty four people here. Who? This is their tenth or mohr ntc. Oh, this has been going longer than i realized. Yeah. Somebody said two thousand seven was the first that’s wrong. Oh, no, the conference. It wasn’t called the ntc, but it was happening and that was the reason and ten was formed was to be the organization to maintain the convenience for this country was a community built around the events. Yes. Oh, excellent. We were just talking. I just had a panel of four. Even though we only have three mikes we started panel for on community built. That was exactly again. Your membership director? Yeah. Was part of it. Yes. So anton was formed in two thousand, so we normally use that as the kind of formalization of the conference. Because it, you know, after intend was formed, there was a riel process and, you know, support for an actual conference verses just smaller community convenience. And before that before that the community was still they were called round ups. They were still coming together, mostly regionally, people that worked in in non-profits or four non-profits you know, from the outside as technologists trying to say, please tell me i’m not the only person who does this, you know, and meeting up. And it was that community who said it’s not sustainable by ourselves to try and keep meeting up, you know, we need support and there needs to be something that’s organizing all of us and that’s when microsoft and certain in a well gave the initial funding and formed and ten and ten outstanding, the community was yes, the community that so and so so encouraging community building. Exactly built itself around exactly around an event, and it knew it needed mohr. Right? Exactly. Be sustainable. Yeah. Love it. Love it. Okay. Um, let’s, talk a little about in ten. Ok? If your opportunity to shout out it’s a very, very welcoming organization, you have tons of re sources and events and things for nonmembers. Let’s start with non members. Yeah, yeah, well, i think that we take being a c three fairly seriously. And we recognize that even though we have membership as a way of making sure we’re better able to know who’s in the community, what resource is they need have channels to communicate with them? You know, membership just gives us direct kind of entry toe all all of that data and knowing what to do programmatically. But like i said, we take being a c three. Seriously, we want everyone to access what we’re doing resource is we’re creating research that we’re doing and our mission isn’t just to serve members remember, our mission is that every non-profit will be able to use technology strategically, so that requires everything be as accessible as it can be. And it is not an organization on ly for technologists no let’s, dispel that myth. Go ahead, exactly. I mean, i think, you know, when we were formed it it probably felt much more technical because the community members that that were in the community, right and back in the nineties, ah lot of folks didn’t really think about technology and all of all of the departments of the organization, you know, we’re not everyone in the organization even had a computer necessarily. So now you know, many years later, everyone an organization is using email the web, you know, many of our our tools or software is actually up in the cloud. We have documents that were sharing so everyone needs to be using technology, whether that’s deep in the database or over here in html or whatever it is. So we want to make sure that everyone across an organization has access to knowledge and resource is but also to other people like them, people that have the same job is them in another organization, his most non-profits, you know, were small enough that there’s only one person that does that thing so it can feel really isolated. You know, i’m the only one that knows how to send a mass email from our system s o making sure people can connect with each other and other organizations to find that one person in the other organization we can complain together, but we can also, you know, help each other a lot, and a lot of this is also live meet ups. Yeah, they’re local clubs throughout the world, but you have international club. Yeah, yeah. So there’s a club in new york and you’ve even been all right? Yeah. So there’s club in new york for trial, and in portland, i tested google glass. Oh, how was that? Loved it. It was a while ago. Chris tuttle, you know, was was one of the beta testers selected by google, and i had fun with it. You know, i talked to it. You move your eyes and it did things. I don’t remember that part talking to it. I like the verbal commands, but yes, so i’ve been i’ve been a couple of times i’ve been another couple, yeah, yeah, so there’s there’s, tech clubs all across the u s, canada, poland, etcetera, okay, yeah, excellent. So that’s the online live ok, so now membership s so very open your worship, his membership is really cheap. Share share its membership. I try to avoid the word cheap because it it is valuable, jordan, it is affordable, affordable very because we want it. We don’t want the membership to be the barrier to this information. And like i said before, membership tow us isn’t the only way that we’re going to be a sustainable organization. Revenue wise. You know, membership tow us is really a way to say these were the people that get it. And these are the people that are committed to using technology. So if we have to make a decision between something we’ve randomly thought up on staff, you know, to do for our next report or something that group of members wants, we noted default to what the membership want, um, and it helps us plan and understand what we’re doing. Of course, there’s not just a couple members. There’s about ten thousand, so it’s not a small group of people to talk to. But it’s it’s, you know, smaller. Then i guess the rest of the world, if we were trying to listen to everyone and meghan in the session, she was in on community building made the point that there’s often surveying your equally survey. Okay, but all right, well, you won’t say cheap, but it’s really it’s really cheap. The low price. Okay, what is it for people who might like to be members? Yes. Oh, well, so the price is based on your operating budget. So it’s starts really low on dh goes up, but i don’t think the highest that it goes is about three. Fifty and that’s for organised for huge organization. Exactly, exactly. And it’s for unlimited staff. Fifty or seventy five dollars? Yeah, i know. You have to tell you a little. Hasn’t oh, it’s seventy five. You do know. Okay, your small organization, five hundred thousand volts boardmember yet every staff person could be a member of our organization. Not per person. Exactly. I won’t say that again. It’s per organization doesn’t matter how big or small you are. It’s, not per person. Yeah, very. Welcoming. Yeah, welcome. Okay. All right. And what? What can what can members expect beyond accessing resources in the membership category? So, of course you’re going to get discounted registration to conferences like the auntie si on and then our other conference, the leading change summit in the fall that is going to an annual now. Yet last year was the first. Last year was the first, and it did well, this leading change yet. And this year, we will be in washington dc in september, the thirteenth through the sixteenth. Okay, yeah. Leading changes. Cool, it’s. Like a little digression. Toby okay. What’s leading change summit about well, you know, we already talked about how the ntc has been going. Basically since sanson ten has been going and it’s exactly. And it’s space. Where really? I mean, every every kind of organization, every size of organization, all of the different technology providers, all the service roads. I mean, this is the conference for everybody and there’s currently, we looked at it this morning, seventeen sessions per times lot. You know, there’s, just so much that happens here and it’s really a place where people come because they want to. Meet people, they want to meet up with people they already know they want to find that person that can help them on, and they want to go to los lots of sessions. But that doesn’t mean that there’s a lot of time where you’re not talking to people going to different sessions, going around to all the different parties we wanted to create another space that let people who maybe didn’t necessarily need thio learn things in a session. They already had the ideas they just needed people to poke holes in those ideas or people tto give them the push they needed to really try it out. So the leading change seven unlike the ntc, with two thousand people leading change, summit has about a couple hundred three hundred people it’s purposely small because there are no sessions, it is ah facilitated process. So you come in with your ideas or your challenges or this thing that you’ve been driving you crazy and you don’t know how to get over it at your organization on through those three days have the opportunity to work with trained experts, facilitators and everyone else that’s there to say this is what? I want to do help me tear it apart. So i make it better. And the leading change summit ends with an idea accelerator, so people can formally throw out an idea. Have people joined their team and help make it better throughout the day? And at the end of the day, you can pitch for riel prices. So organizations, air receiving software, other technology they’re receiving. Probono branding probono strategic advice. All of those pieces come to projects that are voted on at the end of the day by everyone in the room, so that they can really become riel. Okay, leading change, some it’s going to washington, dc. When, when is it? September thirteen through sixteen okay. Like what you’re hearing a non-profit radio tony’s got more on youtube, you’ll find clips from stand up comedy tv spots and exclusive interviews catch guests like seth gordon. Craig newmark, the founder of craigslist marquis of eco enterprises, charles best from donors choose dot org’s aria finger, do something that worked neo-sage levine from new york universities heimans center on philantech tony tweets to he finds the best content from the most knowledgeable, interesting people in and around non-profits to share on his stream. If you have valuable info, he wants to re tweet you during the show. You can join the conversation on twitter using hashtag non-profit radio twitter is an easy way to reach tony he’s at tony martignetti narasimhan t i g e n e t t i remember there’s a g before the end he hosts a podcast for the chronicle of philanthropy fund-raising fundamentals is a short monthly show devoted to getting over your fund-raising hartals just like non-profit radio, toni talks to leading thinkers, experts and cool people with great ideas. As one fan said, tony picks their brains and i don’t have to leave my office fund-raising fundamentals was recently dubbed the most helpful non-profit podcast you have ever heard. You can also join the conversation on facebook, where you can ask questions before or after the show. The guests were there, too. Get insider show alerts by email, tony tells you who’s on each week and always includes link so that you can contact guests directly. To sign up, visit the facebook page for tony martignetti dot com. Duitz now back to back to what we’re talking about, teo members have lower rates on both of the conferences and of course, on the way we do online educational programs, webinars and community calls all year and for members, those air either free or fifty percent off every time, and then members also always have free access to our research little known fact or or rarely used member benefit is that in ten members for research that’s done in house it entin so not necessarily our partner reports, but reports that we collect and analyze all the data members can have access to the raw data to run their own analysis if they want to do their own, you know report or they want to compare their organisations data against the report data, alright, yeah and then of course, there’s online community groups we call him community practice, we have the tech clubs we talked about, they’re just you know, any any idea that community has for away that will bring people together or create more resources for others? We’re all ears were happy to create those things that’s outstanding us a little more about the communities of practice? Sure. Very diverse subset of communities. Oh, yeah, and they’re their community lead, so we don’t necessarily say there should be a community of practice on this topic and we just create it instead, we wait for a community member to say they want to have that community, and we encourage them to have at least one other co leader so that you don’t feel like you know you’re on you. Yeah, they have two people do it myself exactly, and so there’s normally too. I think one of the communes of practice of it has five organizer’s and they have an online group. Some of them have a weekly twitter chat that’s public, some of them have monthly community calls, phone calls where people call in, others do full webinars really self directed. I’m totally self directed, we we provide those platforms so you’re using and tens webinar platform so you don’t have to pay for it is a community group where our phone line, whatever, and we of course help with promotion or making sure people know about the community of practice and like you said, super wide range there’s community of practice for women and technology there’s a community of practice for people who use droop a ll as a web platform. So you know, everything in between there was some conversation about starting one in podcasting. Yes, there was on the show that yeah. And you have been hearing? Yeah, that was from a listener. But then you had been getting some interest. Independent? Yeah. Did. Did a podcasting community practice get started? I what i remember is that i think they were going to start after the ntc s. I think so, folks, we’re going to try and meet up here in person. Yeah, but there’s definitely. Maybe maybe people are taking your lead. They like this on ly audio thing on. They want to meet up. They want to start making them from them. Certainly do. Well, podcasting xero latto getting a lot of popular press now. Yeah, i’ve been doing it for a half year. Exactly. I feel like an early adopter. Finally, somebody right. Finally sides. Great hair early, which i have sixteen. I had a past you patch of gray here, right? Right here on my left temple. Really? Sixteen years old. Yeah, i got but so aside from that now i’ve actually, early adopted something by choice. Write what i know. Yes, i love the audio format. Although we brought video to ntc. Yes, of course. Way i found a great local videographer. Okay, i’ll shut him out. West shepherd, he’s our videographer and and you know multi-channel yeah, because i’m always i’m most thing to you advice exam often encouraging multi-channel engagement. Exactly what’s your own what’s your own history and end ten going back before membership director when i first knew you when you first joined this show. Yeah, membership director what’s your own history. I’ve been and ten member for many years i was part of the community i actually used to be based before new york, and before london, i was back in portland and started the portland tech club that actually still exist today. However, many years later, oh yeah, i was still been organized, so i started that grew back in two thousand seven in portland, and then a year later moved to london, started the tech club, they’re moved to new york, helped with the tech club it was already going, and then when i moved back to portland in summer twenty thirteen, helped again with the portland tech club, even though i’ve been all these years and whole, you know, cycles of organizer’s had gone through and yeah, it was pretty cool to see there was still going, and the communities can use your baby. Yeah, what year was that? Portland you started two thousand seven. I started the club. Okay, that was really your beginning of ah, of having a membership did you know i was already a member, but that’s when i had my, you know, kind of formal active role because i was an organizer tell me more about, um, what are the types of events are there you? Uh, yeah, we have lots of different i mean, we we gravitate towards online things just because they’re more accessible, he doesn’t you don’t to fly anywhere you want to pay for a hotel, you know? So we do a lot that’s online or we try and make things accessible online. So, you know, the ntc has thirty sessions recorded and uploaded for people who aren’t here, but we also have what we call labs, and they’re you know, they’re not a full conference or just one day, and they normally have a capacity of only forty or fifty people, but they’re on all day we or shop hands on doing doing in a really strategy or planning work. So we’ll walk you through how to create your evaluation plan. How do you go from knowing what your mission is to what happens to be in your database to what should be in your database and what you want to be measuring? Or how do you create a campaign plan? You know, those kinds of things will do those in labs on we have to think we have about eight of them this year. We’ve already had one that was on technical project management. That sounds a little nerdy, but it was saying, you know, even if you’re not, even if you’re not techie, if you’re going to do a website redesign, how do you how long does that handle? What? How much does it cost? I mean, how do you how do you know how? T exactly? Yeah, eso we do labs, we have the conferences, but i i’m always really impressed just to go back to community practice again by the diversity of those events, you know? I kind of mentioned it, but we have a group that organizes twitter chats every week. It takes a lot of work to organize a twitter channel, you know, and they’re doing that as volunteers every week, and then we have community calls or people call in there’s one for, um forget what they’re called. They changed their name technology managers is basically anyone in organization who you know feels like they’re managing all the systems on bail, they haven’t open calm. People call in and just ask, you know, i need a new ticketing help desk what it was everybody used, you know, and they just kind of crowd source answers for each other every month on dh the droop a ll group i mentioned they have webinars because they take turns literally sharing their screen and showing each other how to fix code, how to install modules. I mean, it’s, just so sharing, you know, it’s such a great spirit that then when we think we’re going to put on a workshop, yeah, we here take everything because you’re probably going to go do this workshop tomorrow better than we did it today, you know, just take it run with it you’re coming up on your two year anniversary, you know june’s jones, your two year anniversary? Yeah. Any aah! No, no lessons learned or something. You you’re willing to share about being good moving from staff position membership director tio the ceo. I don’t know. I kind of can’t believe that it will be two years in j remember what it was? I know, you know, i feel like it’s time flies, right? But i think it’s i think it’s really great. I mean, i am so proud of how much this small number of staff have done in, you know, now, whatever eleven, eleven counting me. So tio have, you know, put on two conferences. You know, this one that we’re at now in last year with over two thousand people and everything else that way around, like it just feels so cool to be a part of that team where magic is happening. That’s an example of the smart use of technology, you use a lot of shared documents. Unconference sisto conferencing, right? Exactly. Docks? Yes, because we also have two staff who are remote, so they’re not in the office we can’t just rely on is there, some way we remote, so we we’ve kind of changed our processes that we just don’t you know, you don’t have a meeting unless you have a hangout video or skype video, something going that khun lupin, who else is not in the room on dh? You know, everything we do were taking notes in live documents so that they can be shared with people. Andi just made that kind of daily practice of howto work with staff has made events like this really easy because you don’t have things sk world away on just one computer, you know, everything’s living in the cloud staff are used to having to use collaborative apse on their phone to post an update to everybody, you know, things like that where it just makes live events so seamless because we know how to communicate with everybody. We know where the resource is live, all of that you’re not standing example of the use of technology on and nonprofit organizations. I mean, we feel like we have to be right. You are, should you and you are in fact walking the walk. Awesome that’s great to hear we have. We have high expectations. For ourselves. Amy sample ward she’s the ceo of intend the non-profit technology network, monthly contributor in social media to non-profit radio and a good friend. You know i love are you come on the two hundred fiftieth show. Yeah. Way okay. Yes. Is july, july two hundred fifty? Yeah. Coming up. I don’t know the day i got okay. Okay. You started with joe number one hundred first when you were on. Yes, i like to start on. You know, remember herbal? Yeah, exactly. This is tony martignetti non-cash non-profit radio coverage of the non-profit technology conference. Thanks so much for being with me and amy. Yes, and thanks to everybody at intend, the non-profit technology network, i got to meet some people. Ah, teo, toward the office, the inten office in in portland, but one part of my terrific several days i spent in portland, oregon, next week. Rich deets from abila with their engagement study, are you engaging with donors in the right places with the right frequency? If you missed any part of today’s show, find it on tony martignetti dot com. Where else would you go? Opportunity. Collaboration. The world convenes for poverty alleviation. It’s. An outstanding unconference that will ruin you for every other conference opportunity. Collaboration. Dot net. Our creative producers, claire meyerhoff. Sam liebowitz is the line producer. Shows social media is by susan chavez, susan chavez, dot com and this music you’re listening to is by scott stein. Love it be with me next week for non-profit radio. Big non-profit ideas for the other ninety five percent. Go out and be great. What’s not to love about non-profit radio tony gets the best guests check this out from seth godin this’s the first revolution since tv nineteen fifty and henry ford nineteen twenty it’s the revolution of our lifetime here’s a smart, simple idea from craigslist founder craig newmark yeah insights, orn presentation or anything? People don’t really need the fancy stuff they need something which is simple and fast. When’s the best time to post on facebook facebook’s andrew noise nose at traffic is at an all time hyre on nine a m or eight pm so that’s, when you should be posting your most meaningful post here’s aria finger ceo of do something dot or ge young people are not going to be involved in social change if it’s boring and they don’t see the impact of what they’re doing. So you got to make it fun and applicable to these young people look so otherwise a fifteen and sixteen year old they have better things to do if they have xbox, they have tv, they have their cell phones. Me dar is the founder of idealist. It took two or three years for foundation staff, sort of dane toe. Add an email address card. It was like it was phone. This email thing is fired-up that’s why should i give it away? Charles best founded donors choose dot or ge somehow they’ve gotten in touch kind of off line as it were on dno. Two exchanges of brownies and visits and physical gift mark echo is the founder and ceo of eco enterprises. You may be wearing his hoodies and shirts. Tony, talk to him. Yeah, you know, i just i’m a big believer that’s not what you make in life. It sze, you know, tell you make people feel this is public radio host majora carter. Innovation is in the power of understanding that you don’t just do it. You put money on a situation expected to hell. You put money in a situation and invested and expect it to grow and savvy advice for success from eric sabiston. What separates those who achieve from those who do not is in direct proportion to one’s ability to ask others for help. The smartest experts and leading thinkers air on tony martignetti non-profit radio big non-profit ideas for the other ninety five per se.

Nonprofit Radio for June 5, 2015: Your Video Strategy & How To Get Found

Big Nonprofit Ideas for the Other 95%

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Opportunity Collaboration: This working meeting on poverty reduction is unlike any other event you have attended. No plenary speeches, no panels, no PowerPoints. I was there last year and I’m going this year. It will ruin you for every other conference! October 11-16, Ixtapa, Mexico.

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My Guests:

Bridgett CollingYour Video Strategy

Video is the most popular and fastest-growing form of content. Bridgett Colling shares her advice on fitting video into your mission. Do you know about YouTube for Nonprofits? What are WooBox and TagBoard? Bridgett is director of content marketing at See3Communications. We talked at NTC, the Nonprofit Technology Conference hosted by NTEN, the Nonprofit Technology Network.

 

Elizabeth Beachy & Arika SanchezHow to Get Found

With Elizabeth Beachy (L) & Arika Sanchez at NTC

Your content strategy needs to consider that people now search YouTube, Twitter and Pinterest almost as often as they search Google. Now that search has changed, how do you create content that gets you found? From NTC, Elizabeth Beachy is director of strategic communication at Upleaf and Arika Sanchez was formerly the Communications Specialist at the Center for Nonprofit Excellence.

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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 suffer biliary calculus if you had the gall to tell me that you missed today’s, show your video strategy video the most popular and fastest growing form of content. Bridget calling shares her advice on fitting video into your mission. Do you know about youtube? For non-profits? What are woobox and tag board? Bridget is director of content marketing at sea three communications. We talked at and t c the non-profit technology conference hosted by n ten, the non-profit technology network and how to get found you’re content strategy needs to consider that people now search youtube, twitter and pinterest almost as often as they search google. Now that search has changed. How do you create content that gets you found from ntcdinosaur? Elizabeth beachy is director of strategic communication at upleaf and arika sanchez is communications specialist at united way of central new mexico. I’m tony take two thank you, responsive by opportunity collaboration, that working, meeting on poverty reduction that will ruin you for every other conference here is bridget calling from the non-profit technology conference on your video strategy. Welcome to tony martignetti non-profit radio coverage of the non-profit technology conference. Our hosts are n ten, the non-profit technology network. We are in austin, texas, in the convention center. My guest is bridget calling she’s director of content marketing for c three communications, and her topic on the workshop is video strategy how to compete and win in a video centric world. Richard calling welcome to non-profit radio. Thank you so much, tony. Pleasure to have you it’s so great to be here. Thank you very much. How does video strategy fit into our overall content strategy? Well, something that c three has been saying to non-profits for years is that you don’t just need one viral video. You need a video strategy video works five video please come get away from me. I know i know it’s so hard if it happens, but it hardly ever does. Alright. Well, especially with the ice bucket challenge happening last summer, i think a lot more non-profits now it’s, not just the viral video it’s, how can we get hundreds of viral videos in a campaign? But the truth is that that doesn’t just happen, it’s not something that you can construct inside your boardroom, it’s something that has to happen either organically or it happens over time with a lot of effort and a lot of practice and a lot of community building ondo something that we’ve seen happening really catching on with non-profits is the concept of content marketing s o producing content that’s geared towards a very specific audience with the intention of driving them toe action on dh that content is really focused around their goals and their needs and speaks very clearly to who that audience is. S o we see a lot of non-profits coming to us now asking about content strategy, wanting to know more about it wanting help with developing their own content strategy so that they can create thoughtful content around their causes on that make their constituents really excited to be involved, excited to volunteer, excited to donate on. And so we see video fitting into that really well, a za piece of i don’t know what that was. I don’t know if part of part of the science fair floor just fell down or what? Hopefully everything okay that that that that clolery but oh, it was probably the puzzle. You’re right. I don’t know what that weird little guy. You okay? Better what one i i pictured someone’s booth collapse happened. We got a little scared each foot told jungle. Yeah, well, also saying so we see video fitting into that really nicely because we we know that video is one of the most compelling forms with content you can produce on dh it really can get two people emotionally. It can really drive people to action in a way that other types of content can’t, because i mean compare i’m adding sound and video and images together just makes for a really compelling emotional story on dso, we see video fitting inside of a convict strategy really well, along with other pieces of content. So, along with your social media strategy, along with your website, along with their email, you can’t just think of video as its own entity. It’s smarter to think about it inside the lens of all the content that you’re creating from your non-profit ah, should should every piece of video in our strategy have ah have a call to action, even if it’s something small, like share should it always be a call of action? You know, i think you can’t go wrong with having a call to action. I don’t know, i wouldn’t say that every piece of video action absolutely has to have a called action, but i do think that more non-profits tend to shy away from putting a call the action at the end cause they don’t want to be too demanding was what we’ve seen in the non-profits we worked with in the audiences that we worked with is that people expect there to be a call to action. People want to take a meaningful action if they care about your cause on dh. So even if it is like you were saying something simple, like sharing or telling your friend about this or visiting this website, people tend to like somewhere to go after they see a piece of content that they find really engaging. So i i wouldn’t say that you have to, but i would say that if you want teo, you shouldn’t try away from it. Okay, i’m going, i’m going to presume to tell me if i’m wrong is the place to start with our video strategy fitting into our overall content strategy is our goals for video. Oh, yes. Okay, maybe you talk to michael about this last year. Thiss comes up a lot. Yes. Yes, absolutely. Why the hell are we doing this? My daughter? We’re talking about our goals. No, no. Why are we doing video? Our overall strategy, right? Yeah, well, i think the question isn’t why are we doing video? The question is, what do we want our non-profit to be achieving? What do we want? What kind of impact we want to make on our cause? And then once we figure out what that goal is, then we can figure out how video is an effective part of that on. And i think that’s true for all types of content. I came to see three relatively recently from a social media marketing agency and something that i heard from a lot of my social media clients was, oh, we want a facebook page so that we can get in front of young people or we want a twitter account so that we can reach more more people who are techies on and that’s great, but that doesn’t fit with your business goals or with your non-profits goals, then what’s the point on dso i think starting with what your objective zara’s a cause what you object, stars and organization is a very important place to always be able to refer back to it because otherwise things can get way out of scope. You, khun b reaching for things that don’t really matter. Michael talks about an organization not that see three works with but that michael and see three’s cofounder danny are friends with who made a really successful video, got millions of hits online, didn’t do a thing for their cause. Nobody visited the website nobody donated, nobody volunteered so you can have a viral video that actually makes no impact on and see three is definitely in the business of creating videos that actually create impact even if they don’t go go viral. Amending the michael we’re talking about. Michael hoffman was a guest of honor non-profit radio ntcdinosaur year and is the ceo? Is that right? Yeah. The cofounder of c three years ago, um, let’s spend some time talking about getting your videos found. Yes, the best video is not worth anything. If no one watches it? Absolutely where we need to be thinking about so something that we’re seeing a lot more of lately is video that’s actually directly uploaded to facebook, and i think we’re going to see a lot more video that struck the uploaded twitter as well. Youtube is still a very important platform, and we recommend that all the non-profits that we work with, upload their videos to youtube and optimize them for youtube. Eso youtube is actually the second largest search engine after google uh, number two okay, yeah, ah well, last time i check my stats, i believe that’s still true, so you choose the second largest search engine, so if you optimize your video on youtube, if you upload all the subtitles for your video, if you add really good tags to your video that will help people when they’re searching for it on youtube, you are much more likely to have it be found either in a google search argue tube search on dh if you could take the time tio upload a spanish transcript as well, we’re seeing a lot more spanish searching happening both on youtube and on google in general. On dh so uploading a transcript in spanish and english. Yes. Where do you where do you put the transcript? There is a space when you go to the creator studio and youtube to upload your transcript so you could do it there. Okay, so those are the okay, no need for me to ask what the how do you optimize for you two? You’ve just explained it. Yeah, well, that i mean there’s, other there’s other ways to optimize for you to do so i’d say i’d say creating a title and a description for your video. That is not something that’s thinking about your audience is you develop the title and the description for your video. So a lot of times in non-profit video will see things that up, things that are uploaded that say dahna gala video twenty fourteen and that’s fine if you’re just doing it internally. But if you want anybody, any of your constituents to see it who are outside of the organization, they’re not going to find it by searching dinner gala video. So you need to be thinking about your audience as you put your video on youtube and think about what? They would be looking for when they’re searching for that video in the same vein up putting are adding a description that says that tells a story about the video and invites people teo click play on not just saying, here is a video of our dinner gala in twenty fourteen um is a really smart strategy to get many more people clicking, playin and actually watching the video, alright, any other tips strategies for getting our video found? Yeah, well, i started talking about youtube and facebook at the beginning there, so we are this is a more recent trend that we’re seeing, and i actually think non-profits were a bit ahead of this curve with the ice bucket challenge last fall because so many people were uploading video to support a cause which was a less directly to facebook, and we saw that people were able to do that because we have these super computers in our pockets now and high production video teams that are located on our phones on dso, it’s amazing that people can take such high quality video insurance so easily and with the introduction of facebook auto play video, i don’t know if your facebook news feed looks anything like mine, but mine’s covered in auto player because, like, how do we stop these damn thing? You can think i can get it out now, isn’t there? That was the strategy, but there is a there is a setting for not having autoplay, isn’t they’re? Uh, they’re not off there. Maybe i think i saw i think i’ve heard about that, i don’t know specifically, yeah, but i think over time the facebook’s goal is to have mohr auto play video showing up in your news feed if you don’t have it set on auto play than at least more video showing up in news feed because both facebook and twitter positioning themselves as hosting platforms for video, not just spaces for youtube videos to be shared s so we see that all the social networks are looking at the value of video and finding ways to position themselves as a sharing mechanism between the people who are creating the video and their constituents who they want to share them with. S o, we’re actually seeing some creators who are leaving places like vine or youtube and moving to facebook as their platform. Where there is showing their videos directly, you’re tuned to non-profit radio. Tony martignetti also hosts a podcast for the chronicle of philanthropy. Fund-raising fundamentals is a quick ten minute burst of fund-raising insights, published once a month. Tony’s guests are expert in crowdfunding, mobile giving event fund-raising direct mail and donor cultivation. Really, all the fund-raising issues that make you wonder, am i doing this right? Is there a better way there is? Find the fund-raising fundamentals archive it. Tony martignetti dot com that’s marketmesuite n e t t i remember there’s, a g before the end, thousands of listeners have subscribed on itunes. You can also learn maura, the chronicle website, philanthropy dot com fund-raising fundamentals, the better way. What else does this mean? What are the other implications of of twitter becoming, for instance, twitter becoming a a, uh, cite a site where where direct content? Yeah, video video is directly uploaded. Yeah, well, i think i think the social networks want to own your content on so the way in the way that youtube, as ownership over all the videos that are uploaded on youtube, i think twitter and facebook want a cut of that as well. On day one, they want to have really direct access to that content because they know how powerful video is and they know how effective it is moving people to action. Good. Ah, let’s talk about some of the production if some production strategies yeah, i think you’ll agree that doesn’t have to be high production value moving and compelling. Absolutely no. Okay, sure, talk about yeah, well, won. And michael and i were just talking about this earlier xero propping for the presentation. Eso won really great example that if i could point your radio listeners there you look up. Twenty fifteen dot do gooder dot tv. We’re announcing the winners of our duvette video awards awards. Yeah, so those are the where it’s the ninth annual wars they celebrate the best in video for good on die only plugged this because we had a really awesome winner in the funny for good category. So this is not the official enough, it doesn’t go out till tomorrow morning, but ah, but the winner of that category was this organization called unbound, who created a parody video between two ferns with zach galifianakis. I don’t know if you’ve ever seen those videos on she’s seen the video, okay? Marissa has yeah, production assistant here at ntc geever says, yeah, but the between two friends is ah, parody of talk shows um, and so zach galifianakis and actor and usually a celebrity who come and sit between two fake for implants and zach alfano argast basically makes fun of the other actor the whole time, pronouncing their name wrong refers teo movies that they haven’t worked in and talk about how great their work was in that movie on dh so it’s, it’s it’s very funny, it’s very dry on and so this organisation unbound created a video called between two furnaces it’s a ten minute video it’s there may be two different cameras that they used on the two different interviewee are the person, the interview and the person interviewing s o they cut back and forth a bit, but aside from that, i mean there’s a little bit of sound at the beginning. Ah there’s, no motion graphics it’s, obviously, people who are in house who are doing this, the scripts are right in front of them it’s so basic, but it’s so funny on and i think it shows that, you know, we hear from non-profits all the time we don’t have the budget, we don’t have the budget and and budget could definitely be a limitation, depending on the type of video you want to create. But i think if you’re just talking about creating a video that’s getting the word out about your organization, if you think creatively, you could really push the boundaries and create something that’s, that’s really unique and very interesting. And so that video actually got over three thousand votes in the digger awards on dh we’re really poor, proud that it’s a winner because we think it shows non-profits that you could do something simple and still have a huge success. With it, how does their work related teo video they created between two furnaces, so so they actually use the video, too? Talk about the work that unbound does s o they work in, i believe it’s twenty one different countries to help alleviate poverty, and so they talk about the work that they do during the video, but they talked about it in a very funny comedy parody way on, so they kind of poke fun at the fact that it used to be a christian based our may still be a christian based organization, but they poke fun and say, you know, so don’t you hand everybody bibles? Everybody’s got to get a bible, don’t they? On dh, they poked fun of themselves, which we think was also very brave because a lot of non-profits khun feel very scared about being vulnerable like that and, you know, poking fun at their own image are their own mission or their own values, but it it was really cool seeing non-profit, you know, taking some, being a little bit bonem herbal and and getting a bigger reward in return, okay? And i guess generally the duke latto videos are good. Examples of video well done, yes. High or low production value? Absolutely. Yeah, so we definitely have a lot of other videos that contest that are very high production. I’d say our best non-profit video winner, which was cystic fibrosis trust they have a very high production video. Both of the videos that were submitted tend to be from more non-profits who have a bit of a budget? No, they’re they’re focusing on these videos, and they’re thinking about the distribution of the videos too. So when they create the videos, they know that one of the ways they’re going to promote them is by submitting them to the do gooder awards. So it tends to be organizations that have a more thought out video strategy. Um, so we do see a lot of hyre production videos, but there’s there’s a whole range in there so i’d recommend people if they’re interested in seeing examples of great video, they’ll be able to view all of our finalists in the winners on twenty fifteen that do gooder dot tv if they want to check it out. Okay. Excellent. Yeah, we still have some time left together. Okay. What more can you tell us about video strategy fitting into our overall content strategy. Yeah, well, i think so. I really i talked a lot about the low production between two ferns are between two furnaces rather, but some other video strategy chips that were going to be sharing tomorrow in terms of easy ways to produce more video, please, on some, some of those would be a really video curation using user generated content. Eso asking your fans to send our your fans i’m very i mean, youtube creator land, we’re working with a lot of youtube creators for the do gooder awards they have their fans have been a lot of videos to them, but ask your constituents. Teo create videos to help support your cause if you give them very specific talking points, tell them about what time you what length you want your video to be encouraging them to take videos but their smartphones and send them to you our upload them using a hashtag there are a lot of platforms you can use now third party platforms that will aggregate any content that sent to a certain hashtag on dh so we see a lot more non-profits using technology like that in order to really gather a lot of user generated content easy wife, what are some of those sites eso won that i’ve used before is called woobox wooo, botox, that’s good arika and so that’s actually, you can create absolute can embed on websites or you could add, is an extension to your facebook page. It’s very easy to set up on and you could you could do something like a hashtag contest that you could do, you know, hash tag non-profit radio and everyone who submitted a photo or tweet with a hashtag non-profit radio would have their content entered into this contest. Andi, it gives you all the tools basically run a contest from there another one another one of the good that’s, the main one that i’ve used in the one that i’ve used, not so much for your contest, but just just sift through content is called tag board uh, yeah on and so that’s a really good one. It it has a beautiful display. It’s totally free to use on dh i’ve used it a lot, especially when so for something like ntcdinosaur you create a tag board for fifteen and tc and see all the all of the stuff that people have submitted under, you know hashtag fifteen ntcdinosaur filter out videos, photos, tweeds, etcetera also, by the way, thank you for shouting out hashtag non-profit radio e do it often enough it’s! A pleasure to hear someone else’s thank you sort of well it’s reminding me of storify yes, but it’s maur automated yes, it’s more automated. So store five more you would take your pulling, you pull the trigger on story so this was this would be automated. So anything that kayman under that hashtag would be in there something like woobox would give you the control. Teo, sift out any content that you didn’t want to end up in there. So if someone was spamming you, someone is family. You could delete it, but something like tag board wouldn’t because a free service you wouldn’t have that, that kind of control. But i do. I find that it’s great, especially for conferences or things where if i’m live tweeting an event and i want to see it everything going on an event in one place. I use tide board to look at that. Okay, good. All right. So a little more time. Ok, tell me some more stuff that you haven’t told me yet. Yeah, sure. So tomorrow, let’s, see what else we’re talking about. A fact about video tips and tricks. We’ve talked about distribution a bit. Um, i guess i’d say some more ideas for generating video for your non-profit ah, that aren’t as high production argast high cost. We’ve been doing a lot of google hangouts recently, those great they’re awesome automatic video was completed it right at the end yet, so yeah, in order to do that, you have to do the google hangout on air. If you do, a google hangout on area video will be automatically upload to youtube. It looks great. It makes it so much easier. I know, especially for me. As a content manager, i’m looking for anything that will automate my process for me a bit and take away some of that time that that i would be taking to upload a video and optimize it. And so you could do all that in the front end through google plus, when you set up the hangout, um and it’s really great we’ve been doing hangouts we’ve been doing interviews with people in the non-profit community. So we did one a few weeks ago with jeff brooks of future fund-raising now, we did want a few months ago with joe waters and keep the lower miller on dh yeah, we’ve been really enjoying doing the girl hangouts on, and it makes it really easy to dio these quick, quick little powers with people and to be able teo transfer the video back and forth between users in a way that looks really advanced looked really polished but is very cheap and easy to dio it’s free and it’s easy today i’ve done some non-profit radio hangouts. Yeah, cool, yeah, especially when i see somebody or something that’s going to attract a lot of attention and comments. Yeah, so then we get people chatting or they’re coming into the video absolutely great, yeah, that’s so cool and the other thing i’ve been doing is webinars too, which i know is so old school, but i think especially in the age of content strategy, creating things that people that you can have people exchange their email address for in order to give them some content, so something like a webinar where you have to give your email to sign up is really valuable to non-profits we talk about condoms strategy, we talk a lot about subscription on making sure that you can have a way to collect people’s email addresses s o that you actually have their content contact information for the long term on i say a lot of times i’m not the lunar says this, but on i tell non-profits a lot that when you are building your community on facebook or on twitter, on youtube, even your but you’re building a house on rented land. Oh, and you don’t really own those network. So you know facebook could shut down tomorrow, and then your community of hundreds of thousands of likes is gone. But if you have people’s email addresses, it’s a much more secure way to stay in touch with the people who you wantto communicate within the community that you’re building. S o we always recommend that people build and email database and find ways to drive people to sign up for for your email lists and how can we use video toe? Do that so video, actually, so this is special for non-profits if you’re a part of the youtube for non-profits program, you are one of the select few on youtube who can actually take people from your video to a third party websites. So not another youtube video on and so you could take people directly to your email sign up form from a video. Ok, which is something that for-profit scant. Do what you have to be a member of your youtube for non-profit program the youtube non-profit program okay, find that sign up for it. Yeah, youtube dot com slash non-profits okay, very easy. You could drive people to third party use. A third party went from your video from your video. It was embedded clicking? Yes, exactly, yeah, and there’s a lot of other. There are a lot of other benefits to the youtube non-profit program tio they provide training and resource is especially for non-profits you get access to these things called youtube spaces, which they started creating for their youtube creators? S o they’re basically production studios that air good, especially for non-profits and their special youtube creators who want to be creating high quality video but don’t have the studios to do it themselves on and so i would say, look into the youtube non-profit program, there are a lot there are other benefits, too. I’m just signing up and it’s it’s free from non-profits to join, okay, we have another minute or two, okay, you’re loaded with information, i’m not looking like you hold back. No, i don’t remember everything from my from my presentation tomorrow i’m trying to think of anything in the topics that we haven’t covered already. Actually, the thing that we’re opening with that i’m very excited about is that buzzfeed obama video did you see that when i was making the rounds on facebook? Eso obama did a video with buzzfeed a few weeks ago that was used to encourage people to sign up for obama care by the february fifteenth deadline on and i thought that when i saw the video it’s like, gosh, this is so smart and this is going to be so this is going to be in my webinars and presentations for the next six months because it really showed that the white house understood who their audience was for that specific campaign s o they needed young people to sign up for obamacare in order to offset that a lot of people who were, you know beyond their twenties and thirties already signed up for obamacare, which is great, but they needed more young people to sign up to offset the medical costs of older people would already saying that we need help. The young people, yeah, the older but of course all the young people think nothing bad is ever gonna happen to them. They’re never going to die, so none of them were signing up. Eso aza let’s, last ditch effort the white house used busby to reach that audience on. They created a video i think it had within the first day it had over one hundred thousand shares. Had millions of hits on buzzfeed. Millions of hits on the thehe four double care act website on dh. So it was really the healthcare dot gov website, i should say on and so it was successful for the obama campaign. I looked at the stats and although i couldn’t obviously on my end, i couldn’t see specifically what factors led to this increase, but they had eight million people sign up for on healthcare dot com that govern in the last six months. What do you think? What do you think contributed to this? Well, they had. So i was going to say that eight million people saying up in the last six months, and they had one million people sign up in the last week after the video was released. So so that it was one eighth of the total sign ups, which seems pretty significant. Was it an outstanding video? So it was an outstanding video because they placed it on a network. That was really it was really targeted towards the young people who think the lights just went out in, uh, and in the science fair. But non-profit radio perseveres never own lights. We have our own electric. Unless they shut the electricity off. We’re fine. Yeah. All right. Here. We still can. You still see us in camp? Okay, wait. Persevere here. We would shut it down around us. Yeah. Means no, keep going. All right. So the name of radio but shows the right channel treyz so they knew who their audience was. First of all, they weren’t trying to reach all people. Ah, latto things were for non-profits is that? Oh, were for we’re caused for the general public and lord knows you’ve got to know your audience. They had a targeted audience. They reach him on the right channel and they use the right kind of messaging to they are on ly linked to the website once in the actual description of the videos at the very top. Ah, and then in the whole video itself, obama on lee said, you know, you have to sign up by february fifteenth, one time it was done as a joke. So and the whole rest of radio was just funny. Interesting share a bowl content. So it was really great. It was very humorous is successful. A successful video. We’re gonna leave it there. Great. Richard calling she’s director of content marketing for c three communications. Bridget thank you very much. Thank you. Johnnie. This is tony martignetti non-profit radio coverage of ntc the non-profit technology conference. The lights came back on. We don’t care if you turn them off. Turn them on. We are here at and t c for the duration ntcdinosaur when we end and not before absolutely thanks very much for being with us. Thank bridget. Time for live listener love so grateful to all our live listeners throughout the world, we had all kinds of continents checking in weekly. I am not live this week. I will be next week. But live listener loved everybody listening right now. Right now. Right now, all the live listeners. Thank you. Podcast pleasantries to every listening. Some other time, then now ah, in that time, shift pleasantries to the manny ten thousand plus podcast listeners and those affiliate affections going out toe every person who listens at one of our many affiliate stations throughout the us. Am and fm love you, affiliate affections and a special shout out to k y e r s f m ine medical lake, spokane, washington tony, take two and how to get found. Two coming up. First opportunity collaboration, opportunity. Collaboration is so well organized and very different from other conferences. We get to know each other in small groups and explore our values. But above all, the environment makes such a difference and the amount of free time to talkto many different people about each of our programs. The diversity of people is excellent. That is sakina yaqoubi, founder of the afghan institute of learning in afghanistan and pakistan opportunity collaboration you’ve heard me talk about this, for goodness sake. Are you checking it out for pizza? You know it’s the weeklong unconference in its top of mexico around poverty alleviation, you’ve heard this there’s not profits from around the world as well as impact investors, social entrepreneurs, academics, corporation’s, even grantmaker zoho i was there last year. I’ll be there this year. You’ve heard this. You know it, for goodness sake, would you just goto opportunity, collaboration, dot net if your work is around poverty alleviation, for goodness sake, thanks so much for listening and supporting non-profit radio this is tony’s take two not a very subtle transition, but showing my gratitude nonetheless. There are over ten thousand listeners, but i really i feel my connection to you. I’m talking to you. Yes, you i thank you so much for being with me for letting me share information that helps you that helps you in the work that you’re doing the lives that you’re saving, whatever it is that you’re doing toe make social change to make this world a better place. Thank you for letting non-profit radio help you do that i feel like that’s. A privilege that you share with me, listening, letting me into your inbox with the weekly email alerts following on twitter sharing, retweeting my post on twitter, following on the facebook page, emailing me telling me how valuable non-profit radio is to the work that you do, i just thank you. I thank you so much. Four sharing your time, a very precious commodity that we all have with me. Thank you. That is tony’s take two for friday, fifth of june twenty third show of the year, and i should say, by the way, if you want to email me tony at tony martignetti dot com, here is how to get found with elizabeth beachy and erica sanchez welcome to tony martignetti non-profit radio coverage of the non-profit technology conference twenty fifteen we’re in austin, texas, at the convention center. Our hosts are intend the non-profit technology network and my guests are elizabeth beachy, director of strategic communications for upleaf and arika sanchez, communications specialist for center for non-profit excellence at united way of central new mexico. Elizabeth erica, welcome. Thank you. Pleasure to have you both now, erica. I understand you were pulled in-kind of last minute to substitute for someone. So you’re really just talking about the organization’s website. Yes, right? So that so i just want people to know if they don’t hear from you that much. I’m not being rude and you’re not being shy, but you’re kind of a last minute. But we’re glad you’re with us. I’m glad to be here. Thank you. Record. Okay. Um elizabeth. Oh, and your subject matter for the workshop. Is does your content strategy now? Trump theo trends and tips to help you get found in two thousand fifteen elizabeth what is changing balance between content, strategy and ceo? So one big thing is changing the balance and that’s basically the introduction of smartphones. Yes, holding up her smartphone? Yes, for podcast listeners, we don’t have the benefit of the video she’s holding up their iphones. This ubiquitous smartphone is really changing everything in terms of how people discover information. So how people search for information, how people consume information and that’s it’s changing a lot of things with with regards to search engine optimization. And so if you just think about how much how much time people spend on their smartphones now, so now more than well over fifty percent of the u s adult population has smartphones, and over sixty three percent used them to regularly to go online, and the average smartphone owner will spend will look at their phone one hundred fifty times a day for like two hundred twenty one functions on their phone today. And so when you think about that and you think about how much time people are spending on facebook, and on other aps, they’re spending a very significant part amount of time consuming information on a full variety of that can’t even stop touching yours. Keep touching your phone e i want i want to demonstrate all the acts i have here on my phone, but so we spend so much time interacting with interacting with our with information through our phones and that’s changed so much so if you think about six years ago, if you wanted to find information about something you would put your first reflex was probably to go to google right now, you may go to pinterest to find certain types of information if i want to find ah recipe here, i want to find an art project i can work i can work on or i want to find interesting gardening activities. The first place i’ll go is interest if i want to get answers to other things, the first place i’ll go to search for information, maybe youtube if i want to see what’s happening with current events, i’ll go to twitter if i want to find and so those are just the social media apse that we tend to turn to. And where we spent a lot of time, so twenty five percent of time spent on the internet today is spent on facebook that’s very, very remarkable twenty five percent, twenty five percent of time spent on the internet in the united states is spent on face just on the phone. Now, just for on the internet is spent on facebook. Yes, and so millennials say that their first source of in front of news or the first source of information about, like breaking news that’s happening, they learn about it from facebook. So you think about all of the different social media apse that we’re interacting with on a regular basis, and then you also can think about the different acts that we use for just for finding a restaurant or for finding houses for sale in your neighborhood. There’s so many different maps that are available and so, with the rise of the smartphone and there’s been kind of a fragmentation of how people find an information on the web, so that has affected the volume of content coming to websites through search engine optimization or through organic searches. And so so that’s, very significant, but then of course, the search engines themselves are adapting their algorithms to take this new reality into account as well, and so they are looking at there they’re looking at a lot more factors than they used teo and certainly a lot of the traditional search engine optimization, traditional ceo things that we think of are still very important. So of course, making sure that you’ve got the right back and configuration on your website so that as soon as you published new content it’s, the search engines are notified its index, and it gets found that remains important. And still it’s estimated that around fifty percent of traffic to websites is still coming from organic searches, so it’s still important, but they are taking into account social cues so and from what they find on social media. And so this has been something that several organizations have proven, basically, that that google at least, is looking for recognition or looking for mentions on twitter and on facebook, very nufer said, this is very new, and this is something using twitter and they’re not they’re not really so yes, they seem to be paying attention to what’s to what’s being said on twitter and also on facebook and it’s more about mentioning an organization’s name. So how many times is an organization mentioned and that gives them an indicator of the level of authority that this particular organization has in their field? And then if an organization has has strong authority in their field than their content that’s published is likely to get it’s likely to bump up the ranking of that so that’s a that’s an interesting piece of this and there, and there are other elements as well, but definitely the search engines are also adapting to this new reality and a few other things that are probably worth mentioning. Are there also rewarding websites that are mobile friendly and that’s very much related to this whole idea of consuming information through mobile phones? So websites that are mobile friendly are both getting our rights hyre entire, but also now when you search for something and this is this has been going on for weeks now you’re touching your phone with e i wish i could pick it up, just demo it, right? Well, everybody’s, not everybody doesn’t have the benefit of video. A lot of this is podcast listening. So i don’t know, but so but now when you search for something on a search engine on your phone, then the results will show whether it’s mobile friendly or not so it will actually list mobile friendly or not so you can skip the websites that are not mobile friendly, so and then they’re also prioritizing so the mobile friendly peace is important. Also, security is important, so there’s several different updates that they’re making to their algorithms to kind of to adapt to this new reality. So we’ll be talking about that tomorrow, too, okay? And the engines we’re talking about are not only google, but yahoo yahoo serious search search player or not, really they’re they’re working hard at it, but i think they’re proportion of the search market is still still pretty small compared to google. How in being a swell, pretty small, small google is still google is still the the nineties ninety i mean, in terms of percentages of search is done within with with an internet search engine. Not not considering yeah, who are you or yeah, youtube without going into the content youtube, you mentioned pinterest without doing that, google is still google is still by far by far and i don’t have exact numbers, but google is still by far the leader. They say that youtube is the second most popular search engine. Okay, which is interesting do we know the proportion of fired-up global search vs within within a content provide within a within a social site search? So google vs searching in youtube and pinterest and searching in twitter we know that proportion of the amglobal versus the the channel searches e i don’t actually have exact statistics with me, but certainly pinterest is up and coming grow in terms of a search engine, so more and more people are turning to pinterest and i think pinterest is a really interesting case study also, just because they’re they have done this amazing job of getting there, and this kind of brings it back to one of the topics that will be talking about tomorrow also, which is community generated content and how powerful community generated content can be for a non-profits overall content strategy, but pinterest is an interesting example of that because they have seventy million users and they have been able to get their users basically, too. Index all of this content from across the web, but not so google indexed uses its its bots and its algorithms to index content where is pinterest is drawing on its users and on the way that they understand information and what users think is relevant and valuable and where, how users classify that information, and so it’s a very intelligent way of indexing all of that content, because it’s basically pulling together the opinions of millions and millions of people, and so i think that will seem pinterest become a more and more important search engine in the future, and certainly their visual searches very engaging, a swell. What kind of non-profit do around community created content? That’s a lot of what we’ll talk about tomorrow and let’s. Share some some tips for strategies for engaging your community to do that. Absolutely, these weigh all have multiple communities, volunteers, donors, vendor’s maybe even boardmember sze other volunteers? Yeah. How do we how do we get them engaged? Absolutely. So there are there. I would say they’re kind of two different angles to take on this one that will be talking about tomorrow is building community generated content into your infrastructure and that is something that we’ve seen work well e well, for many different non-profits and the center for non-profit excellence is a great example of this they have, and i know let erica talk a little bit more about this, too, but just to name a couple of examples to respond directly to your question, they have a volunteer connection section of the website, and that section of the website allows non-profits to post volunteer opportunities and allows community members to say, i want to take that coming that volunteer opportunity and connect and connect directly with that non-profit it has a non-profit directory that non-profits can update themselves, it has a grantmaker directory that grantmaker is khun submit information to it has a new section that the community of non-profits in new mexico can contribute news, too, and it has a community training section as well. So if there any trainings that are happening beyond what the senator non-profit excellence does, then people can submit that information as well. And there are i’m forgetting many other things, erica, you can conjunction here, there’s also a page where non-profits can post there needs for goods like computers or other donated items, and where the community and businesses composed items that they want to donate to non-profits. Another piece is where individuals or groups of individuals can post ways that they want a, donate their time or volunteer for non-profits and it’s, very much community building. And as you said, elizabeth, really a community driven mean, the content wouldn’t content only in these sections and only comes from the community. Absolutely. Postings for volunteer opportunities and volunteer needs on dh volunteer. I want to volunteer. Yeah, okay. Like what you’re hearing a non-profit radio tony’s got more on youtube, you’ll find clips from stand up comedy tv spots and exclusive interviews catch guests like seth gordon. Craig newmark, the founder of craigslist marquis of eco enterprises, charles best from donors choose dot org’s aria finger, do something that worked neo-sage levine from new york universities heimans center on philantech tony tweets to he finds the best content from the most knowledgeable, interesting people in and around non-profits to share on his stream. If you have valuable info, he wants to re tweet you during the show. You can join the conversation on twitter using hashtag non-profit radio twitter is an easy way to reach tony he’s at tony martignetti narasimhan t i g e n e t t i remember there’s a g before the end he hosts a podcast for the chronicle of philanthropy fund-raising fundamentals is a short monthly show devoted to getting over your fund-raising hartals just like non-profit radio, toni talks to leading thinkers, experts and cool people with great ideas. As one fan said, tony picks their brains and i don’t have to leave my office fund-raising fundamentals was recently dubbed the most helpful non-profit podcast you have ever heard. You can also join the conversation on facebook, where you can ask questions before or after the show. The guests are there, too. Get insider show alerts by email, tony tells you who’s on each week and always includes link so that you can contact guests directly. To sign up, visit the facebook page for tony martignetti dot com. And and the news all of the news on the home page that you see right when you land on the website all comes from the community as well, and we really wanted to highlight this as a as an opportunity for non-profits because content strategy is so is becoming so, so important for every non-profit oh, and you’re content strategy becomes so important online because it helps you actually push it provides content that you can push out to all of these aps and so to meet people where they’re at. It also helps boost the volume of content on your website and the key words that you can then deal that you then have to be indexed, and it broadens your net of how you can be found. But it also becomes really is absolutely critical to engagement, so bringing new people in bringing a new supporters, engaging existing supporters, building loyalty with existing supporters and then helps a really helps when organizations launched their campaigns than it helps those campaigns be really effective. And so, but often the one of the biggest challenges that non-profits face is having the resource is for a really robust content strategy. It takes a lot of time and it takes a lot of creativity to keep that content strategy going, and so some of our client, we do a lot of trainings and a lot of non-profits will come to us and say, you know what i know it’s important, but it’s hard for us to dio it’s hard for us to get more than one article published on our website every three weeks or what? What advice do you have? And you’re after one of the smaller midsize shops? That’s it doesn’t have the resources to spend a lot of time, but there still are some things you can do. So what advice is absolutely that bring your community in so find ways to get your community to contribute content. Don’t think about your your content strategy is just coming from one person or the person that you may have fifty percent of one person’s time to manage your entire your entire communications strategy, right? That’s? Not enough so think about can you bring in your volunteers? Ask your volunteers to contribute content, other staff members to contribute content you’re bored to contribute, content your clients to community to contribute. Content other community members to contribute content and what types of interest of of infrastructures or kind of spaces within your website can you create tau host all of this information and inspire people to share and so there’s so many what is appropriate for each non-profit really depends on the non-profits mission in-kind of what makes sense for their community, but we would encourage every single non-profit to think about how can you get your community involved and and bring them in to be a part of that content generation strategy? Erica, what have you seen some of the outcomes among the community that communities that are contributing well, what? What we’ve seen, we initially started the first area that that we opened up for non-profits to post their own content was the job section of our website and on our and we’ve seen a huge increase in visits to our website, and where are our website appears in different search engine results and an increase in the number of non-profits that air posting these listings, but we also we receive so much feedback from the non-profit saying that they’ve received a lot of of really good job applicants. And so the same goes across for volunteer connection. We receive a lot of positive feedback from the non-profits who might not have, um, the timer, the resource is two to promote their volunteer opportunities, so allowing them to post them on our website, they’re receiving more traffic and more volunteer applicants. Elizabeth what? We have another, like, five minutes or so together. What other strategies can we share for, uh, getting found is basically what we’re talking about, right? Absolutely. What else haven’t i asked you? Have you have you share? So certainly so one thing that’s really important and you in looking at the infrastructure of your website and that will help this whole content strategy work is making sure that the website is social media optimized, and by that we mean that when that any piece of content that somebody wants to share on their social network, they should be able to just click a button and immediately share it. And you would be surprised how many organizations do not have their website properly configured so they may have put a simple, sure social sharing. Yeah, and so you can use a tool like add this you add that to your website, but you’ve also you’ve gotta have the meta tags that are pulled correctly, configured so that it pulls the right thing, so if you so, when somebody clicks to share on twitter, it should be set up and then and this is something that you really just have to ask your web master to do, but it should be set up so that you click to share on twitter and it’s going to pull the title of the article a shortened link, and then it should say via at your twitter handle so that you get recognition for that content that’s coming out on facebook, it should pull the right thumb now image associated with the article, a blurb about the article and a link back to the website, and you’d be surprised how often we see that that’s not actually configured like that, so someone will try to share something on facebook or you’ll try to share something on facebook and it’ll pull the logo of the organisation instead of the thumbnail of the article. Or it’ll pull the name of the organisation instead of the page that you’re trying to share so that’s a really important pieces that social, the social media optimization piece that’s a great one and great that’s a great tip toe. Everybody could understand it. And it’s it’s not incredibly technical know and it’s, not something that’s going to take your what is your web master too long to dio but it’s something that’s absolutely critical for doing two d’oh, and then another piece is make sure that your website is responsive because if if somebody is, you could be working really, really hard too create all this content put this content out across the web, and then if somebody clicks kliks through from facebook to your website because they’ve seen this link to an article that they’re really interested in and suddenly they can’t read it on their phone because your website is not responsive and mobile adapting to the size of your phone that’s a frustrating experience that they’re gonna have with your organization and they’re going to be less likely to come back so absolutely your website should be responsive and well, you said earlier, if you it’s not mobile responsive that’s going to hurt you in search results? Absolutely, it’ll hurt your search results and it also hurt it will hurt engagement with the organization, but also at the time of launching your campaign, so you’re asking people to take action. So maybe you’re launching a fund raising campaign or you’re launching a campaign to get people to sign up for an event or to take advocacy action if they’re clicking through from social media and it’s not responsive, they are not very likely to donate to take action or to sign register for your event. So you’re basically shooting yourself in the foot. You don’t have it so much trouble forget i’ll find something else. Yeah, absolutely so that’s that’s really critical, and if we have time, do we have another minute or so? And then one more piece that that we often get questions from organizations about two is the campaign piece, and that should be a piece of every organizations content strategy. So you’re putting out your regulate your articles and you’re doing a lot of messaging on social media, but periodically you need to launch very specific campaigns asking people, mobilizing people around a very specific goal because often people don’t take action unless you ask pacific also a specific call. To action. So that specific fund-raising campaign that made that ideally lasts, you know, five to seven days it’s a short campaign, you have a very specific goal, and you can just message repeatedly during that five to seven day period asking your community to help mobilize and to help you meet that goal and that’s something that we see too many organizations kind of you may go for a year or two years with all of their messaging and their articles, and they don’t launch campaigns and it’s the campaign radcampaign time that you see the return on the investment of all of the time that you’ve invested in creating this content. So the campaigns are absolutely critical. I’ve seen something that said, every piece of content you create should have some call to action ultimately, even if it’s just a simple share, but maybe it’s sign up for the email list that’s related to this issue? Yes, something in every every music content. Yes. Absolutely, absolutely. Okay, we’re gonna leave it there. All right. Thank you, elizabeth. Erica, thank you very much. They are elizabeth beachy, director of strategic communications for upleaf and erica sanchez, communications specialist for the center for non-profit excellence at united way of central new mexico. Ladies. Thank you again. Thank you. This is tony martignetti non-profit radio coverage of the non-profit technology conference. Twenty fifteen. Thank you very much for being with us. Thanks to everybody at ah ntcdinosaur and and ten, the non-profit technology network next week. I’m not sure yet. It’s weeks away. I’m a couple of weeks ahead, pre recording this. So give me a break, please. But you know it’s going to be a good show. You know, it’s not going to crummy. It’ll be better than not crummy it’s going great. If you missed any part of today’s show, find it on tony martignetti dot com opportunity collaboration. The world convenes for poverty reduction. I’m telling you, it’s an outstanding unconference that will ruin you for every other conference opportunity collaboration dot net for pete’s sake, check it out. Our creative producer is claire meyerhoff. Sam liebowitz is at the board on the law as line producer. The show’s social media is by susan chavez, susan chavez dot com and our music is by scott stein be with me next week for non-profit radio big non-profit ideas for the other ninety five percent go out and be great. Hey! What’s not to love about non-profit radio tony gets the best guests check this out from seth godin this’s the first revolution since tv nineteen fifty and henry ford nineteen twenty it’s the revolution of our lifetime here’s a smart, simple idea from craigslist founder craig newmark yeah insights, orn presentation or anything? People don’t really need the fancy stuff they need something which is simple and fast. When’s the best time to post on facebook facebook’s andrew noise nose at traffic is at an all time hyre on nine a m or eight pm so that’s, when you should be posting your most meaningful post here’s aria finger ceo of do something dot or ge young people are not going to be involved in social change if it’s boring and they don’t see the impact of what they’re doing. So you got to make it fun and applicable to these young people look so otherwise a fifteen and sixteen year old they have better things to do if they have xbox, they have tv, they have their cell phones. Me dar is the founder of idealist. I took two or three years for foundation staff to sort of dane. Toe add an email address their card it was like it was phone. This email thing is fired-up that’s why should i give it away? Charles best founded donors choose dot or ge somehow they’ve gotten in touch kind of off line as it were on dno. Two exchanges of brownies and visits and physical gift mark echo is the founder and ceo of eco enterprises. You may be wearing his hoodies and shirts. Tony talked to him. Yeah, you know, i just i’m a big believer that’s not what you make in life. It sze, you know, tell you make people feel this is public radio host majora carter. Innovation is in the power of understanding that you don’t just do it. You put money on a situation expected to hell. You put money in a situation and invested and expected to grow and savvy advice for success from eric sacristan. What separates those who achieve from those who do not is in direct proportion to one’s ability to ask others for help. The smartest experts and leading thinkers air on tony martignetti non-profit radio big non-profit ideas for the other ninety five percent.

Nonprofit Radio for May 29, 2015: Emerging Tech Trends & Now Get Buy-In

Big Nonprofit Ideas for the Other 95%

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Steve MacLaughlinEmerging Tech Trends

Steve MacLaughlin is director of analytics at Blackbaud. He sees trends in full mobile friendliness; diversification; smarter big data; sustaining donors; and a lot more. We talked at NTC, the Nonprofit Technology Conference hosted by NTEN, the Nonprofit Technology Network.

 

 

Norman Reiss: Now Get Buy-In

Knowing what the trends are, you want to stay ahead of them. Norman Reiss reveals how to get the buy-in and acceptance you need for your new technology decisions, from your board, leadership and end users. He’s project manager for technology at the Center for Court Innovation. This is also from 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. Welcome kyi, rs eighty eight point one in ninety two point three fm medical lake, spokane, washington we’re in there saturday morning lineup, and i am really excited to have them as our newest affiliate. Welcome, k y our s so glad you’re with us this and this is not even the new california affiliate that i said last week over week before is coming that’s not this one it’s california, this is washington. Washington is not california, so we got that one coming up. But this week k y r s medical lake, spokane, washington welcome our newest affiliate. So glad you’re with us. Thanks. I’m glad you’re with me. I’d suffer with lycanthropy if you howled about missing today’s show emerging tech trends steve mclaughlin is director of analytics at blackbaud he sees trends in full mobile friendliness, diversification, smarter, big data sustaining daughters and a lot more. We talked at ntcdinosaur non-profit technology conference, hosted by n ten, the non-profit technology network, and now get buy-in knowing what the trends are you want to stay? Ahead of them, norman reese reveals how to get the buy-in and acceptance you need for your new technology decisions from your board leadership and and users he’s, project manager for technology at the center for court innovation and that’s also from on tony’s take to your career and third sector today, responsive by opportunity collaboration that working, meeting on poverty reduction that will ruin you for area every other conference. Here is my interview with steve mclaughlin on emerging tech trends welcome to tony martignetti non-profit radio coverage of ntc twenty fifteen the non-profit technology conference it’s day two, we’re in austin, texas, and the austin convention center. My guest is steve mclaughlin. Steve is director of analytics at blackbaud his workshop topic at ntc is emerging tech trends where np tech is going steve mclaughlin, welcome to the show. Great to be here, tony it’s a pleasure. I’ve known you for years, just virtually mostly through twitter and bb con con times, but never had you on the show. No, just virtually and yes, on the interwebs on the webs. All right, now we’re going to spend some real time together. See the webs do work? Yeah, brought us to this. Yeah, true engagement most is lana log, but yet digital that’s true, it is both that is on dh. The multi-channel engagement has brought us to this. Yes, to this hybrid. We had a few more buzzwords in here, and we’re also hybrid experience before jargon, ok? Emerging tech trends so you’re willing tto look, ten years ahead. Yeah, so have a time machine and have seen the future and are back to report on what the world looks like in ten years. Pretty exciting. Yeah. Ah lot of drones in the future, drones. I understand. Drove. Okay, can we categorize your your forecast for the future? They fit within some category a couple of things. So one that we’ll start with the this is probably obvious mobile, but mobile and probably some different way. So let’s just do an overview first. Sure. So mobile is a good category. Amglobal okay, that the way that non-profits have diversified where giving is coming from is different in ten years in ten years, the orig chart as we know it today of a non-profit is different. So it’s, you know, diversification organization on then a little bit about big data, but specifically hyre organizations work, you know, smarter with data as opposed to throw more people at it. More resource is at it. Those types of things, i think there’s a lot of what, what we’ll see in the future. Okay, i’m not going to take them in that. Sequence is okay. Is that all right? Let’s? Go wherever you want. Okay. Thank you. I’ve been saying that the people of old conference where do you want to go next? I’m interested in the diversity diversification of funding if i’m able to say the word yeah, in ten years. Twenty, twenty five what? What what’s going to look like. So good news, bad news today we know that about seventy percent. Seventy two percent of all giving in the us comes from individuals. And seventy five percent of that seventy two percent comes some thirty percent of high net worth individuals, right? So that’s problem number one right e-giving is concentrated in a small relative group in their individual, seventy five percent in thirty. Yeah, from thirty percent. Yeah, and then when you look at who gets the giving, so if you take faith based education, human services and giving two foundations, that seventy percent e-giving so if you’re an animal rights organization, you’re into arts and cultural, you’re all fighting over thirty percent of what’s left over, but it’s not really thirty percent it’s you know it’s also back to which individuals give teo that care about it. And so i think we’re approached, you know, in ten years we will have approached this point in time where if you’ve not diversified where the giving is coming from. So a couple examples if i was a non-profit today and in ten years from now, i want to i have a lot more success. I’m all in on sustainers i am, i am betting the future on sustainers for most of my annual giving program and other types of things, and i’m willing to take the short term hit on revenue because sustainers retained better, they feed my plan giving program there’s all these great things happen about monthly donors of sustaining donors except for you take the short term hit on revenue, and i think the smart organization today who would be looking back ten years are now saying we’re so glad we did this, i would say we bet on sustainers because all the metrics about them, our great it just takes that organisational intestinal fortitude to go all in and drive it, andi, take the short term hit and take the short term an absolutely anything else on diversification, i think the other thing, you know you’re going to see and we already seen the data today is there is this myth about end of your e-giving and as more people moved to digital channels, there’s this mad rush of everyone asking at the same period of time, but the smart organizations are diversifying throughout the year, right? They’re not all in for end of you’re giving the running spring time programs they’re running peer-to-peer events throughout the rest of the year, so it organizations and ten years from now that are really successful have mohr of ah and even flow of giving happening through the entire calendar year and not these peaks and valleys. And if we don’t do really good job in december, we’re not going to hit our number. You know, there are organizations were some someone i think said today, you know, some organizations more than more than forty, thirty, thirty or forty percent of their funding comes from november in december. Yeah, so in december alone, about seventeen point four percent of all giving happens in december, but it’s different for different org’s some more, some less, but yeah, but i think what you’re saying is there’s a diversification of when that happens, interestingly enough, and i think this ties back to the sustainers piece, if you look at environmental organizations and animal welfare organizations, they have this the straightest line with the least spikes and peaks throughout the entire year. And i believe that’s because those organizations ten years ago made the bet on sustainers and they have a much more predictable flow in revenue when things were happening. So it’s sort of like, you know, predicting the future is a little bit looking at the past and seeing what was successful before doom or of that way, do we see those types of org’s those two categories have large, larger than average sustainers program much larger than average weekly? Yeah, and in some cases we’re talking hundreds of thousands of sustainers but at some point they had xero or very few, but they’ve invested in that is a way of driving, giving on dh, you know, now it’s about the future for them, i think they set a good example of look other other organizations, khun do it there’s no secret sauce, right? You’re an art museum. You could do that to your own education. You could do that. Too, there’s. Nothing in the common denominator is we’re talking about humans. Are the donors, right? That is that’s the common denominator. And they behave in very particular, predictable ways. You know, there’s a way to leverage that for sure. All right. Cool way. Beating up the divers thinking yeah. That’s a dead horse. Move away. All right. That’s prediction. One forecast. Okay, the organization. I’m interesting. The organizational structure, the charts going to look different. So one of the observations have had over the past couple of years. You know, whenever i go work with non-profit groups, usually within a few minutes, i can figure out where their problems are located. When they show me a picture of the orig charter, someone draws it on the board. So for example, boy, were really struggling in growing are our digital revenue. And then what you find out is oh, well, not surprisingly, it’s a silo in the organization who’s responsible for that revenue reports up to somebody else. Maybe it was an i t maybe was in communications. Is it in the fund-raising office? You know, so the orange chart started starts to show that historical command and control stuff. Doesn’t work in the world of the the future, and i think what you’ll start to see over the next five to ten years is that you’ll have more non-profits rethink how they’re structured the reporting lines. You know, if you think about direct mail, for example, you know, direct mail is originally intended was for acquisition, and once you acquired those donors, you would then pass those people off to another group who grows and sustains them, and they turn into mid level donors, plan gift donors and major gift donors, but the organizational silo that created them wants to keep them because they have an annual budget, right? So it’s a self fulfilling prophecy of yeah, they’re my direct male donors, you can’t have them playing, giving department go away even though i know seven, eight years in the future, they’re going to be great prospects for you. I only want to send them mail or do certain things. I think smart organizations will sort of rethink the orange chart as it exists today. You’re tuned to non-profit radio tony martignetti also hosts a podcast for the chronicle of philanthropy fund-raising fundamentals is a quick ten minute burst. Of fund-raising insights, published once a month, tony’s guests are expert in crowdfunding, mobile giving event fund-raising direct mail and donor cultivation. Really, all the fund-raising issues that make you wonder, am i doing this right? Is there a better way there is? Find the fund-raising fundamentals archive it. Tony martignetti dot com that’s marketmesuite n e t t i remember there’s, a g before the end, thousands of listeners have subscribed on itunes. You can also learn maura, the chronicle website, philanthropy dot com fund-raising fundamentals, the better way. Dahna what you expected to look more like, or or how will it be different looking? So i think what you’ll have in the future is more of a scenario where you’ll have either chief development officer, chief marketing officer and both the fund-raising part of the organization and the communications part of the organization both report to the same individual and it’s not going to be an i t t technical seo the technology is going to be less and less over time, but it’s going to be more of that chief development officer, chief marketing officer and both fund-raising and communications share. You know, they’re under the same umbrella, they’re not in separate silos, they’re not separate disciplines, they don’t report to different masters, and you’re seeing some work start to make that do that do that pivot. But i also i also thinking of one where those functions were just recently divided. Ah ah ah, across two different, i guess. Vice president? Yeah, it had been one, and then they separated it. I believe that was a mistake. Maybe i should be sitting in your seat. All right. Now i have one piece of one thing, but yeah. No, i absolutely agree. Those two marketing communications fund-raising in in in hyre ed argast education. Generally, i think it should be fund-raising an alumni relations. Yeah, i think they should be together. And what you saw when i read right now in the same place the alumni association that does its events in its own things in its own silo, they call himself the friend raiser. Yes. And then the fundraisers are a different part of the order, but eventually they come together. I think the other thing you’ll see in your chart and this is as more use of the cloud and distributed technology is what’s the ceo of the future. Because today, or maybe in the past ten years, it was a lot about hardware and routers and computers, and they do the software updates and, like in the world, the future like who’s updating software, i came in and last night the cloud, wherever the cloud thing is, um, did that for me. So i think the role of what’s the ceo, i think it’s it’s more about the information part is what they’re doing and less about the technical, you know, business, hardware of stuff. You know the analytics piece, okay, move away from the organization. Sure. And we okay mobile what’s it mobile mobile. So we’ve seen a huge emergence of mobile. If you think ten years ago we didn’t have the iphone and now how do you live without that or android or whatever whatever yours you’re using? And we now know that almost ten percent of all online donations were made on a mobile device so it’s gone from zero to ten percent in a very short period of time. We know that on email, open on a mobile device and a person who then donates on a mobile friendly website that the conversion rate is like thirty six percent higher than if it’s not mobile friendly. So there’s very few things right now where you’re going to get a thirty six percent lift and conversion rate, right? You can play with the color of the button and the texts and you get two or three percent but like huge jump in conversion rate by being mobile optimized by being mobile optimized end to end, i send the email. It is mobile optimized which directs someone to a website that his mobile friendly and the donation form is mobile friendly because hello, i didn’t put my phone down, i’m still on the same thing. We’re at the beginning of the beginning of the beginning of that, but it’s ten percent of donations it’s going to increase dramatically, and so the non-profits have to prepare for that. I think on the flip side, ten years from now, if i’m working in a non-profit whether i’m a major gift officer, prospect, researcher out in the field, doing programs, my mobile device, whatever i have with me at that point in time, the iphone twelve or, you know, whatever samsung is bill that i am, i am using mobile technology to do my job, and it is impossible for me to be effective as a fundraiser or non-profit staffer without the things my mobile device does, if you think about, um, the emergence of agent technology so siri, you know, syria, where is the austin convention center or cortana or google or any this type of stuff, you know, in ten years there’s going to be a fund-raising agent on your mobile device that says, tony, these five plan giving prospects, you really want to make sure you reach out to them this week, you’re due to do a check in call with them or, you know, tony, we just noticed that we’re thirty five percent to our fund raising goal and we’re ahead of schedule, right? There’s no reason why that type of technology is not going to become pervasive in the non profit sector and be sort of one of those things where i don’t know what i did without my fund-raising agent that helped me do stuff because i’ve got a lot of stuff going on there’s only things i can keep track of and that little reminder of, you know, did you make that? Thank you phone call? Have you made that appointment where we have versus a goal that technology could make that stuff easier? So i think that’ll be great that’s when the drones and the robots take over and you know, so what? What is the smart organization doing to prepare for? Twenty, twenty five aside from full mobile, not engagement optimization, what else? What else they’re doing? Technology wise, i think the biggest thing. So for years, there’s been this concept of agile development in the software. World so intuitive you fail fast, you learn things, you’re constantly building software, building code and shipping it. And what is going to end up happening is organizations need to start being more agile. So rather than these, we have a five year strategic plan who knows what’s gonna happen five years in the future, like really what’s your five year strategic plan. You know, if you asked jeff bezos and amazon what the five year plan is, they don’t know, ok, but you’re here you’re here predicting ten years i am, but i’m i’m i’m saying there’s, general directional trends, i’m not saying in five years, this is you know, we’re going tow eclipse for hundred billion raise i don’t know that they’re things that could get us there, but i think what you’re going to have to have happen is non-profits gonna have to embrace agile, not from a software development perspective, but a za culture is a dna of how they think about doing things which is let’s do things experimentally let’s, find out. Does this work on a small scale and then iterating, iterating, iterating trying to it on a larger scale as opposed to we need a three year plan? I need my arli in twelve months or there’s no way this thing is making it off the powerpoint slide, i think. And you see examples of this it’s, you know, people point toe examples like a charity water or a room to read or others where they’re younger organizations, they’re agile, they have i don’t like using the phrase they have sort of fail fast because ultimately you want to succeed fast to you know, you could fail fast all the wayto failure. But you’ve got it is the idea of things or it’ll tive, you know? And there is i believe there is this sort of dna in the nonprofit sector, especially if you come from the direct marketing world you test, you tested mailings for decades, you know that you have to test this stuff. It’s, just more of applying that mindset to we want to try a new event. You know, we’ve been doing walkathon ds and marathons let’s. Try a different type of event. A mud run. What? I go out and put together, you know, an eighty thousand dollar budget for a mud run? No, i would see can we do one in the next thirty days in our backyard to find out. Does it actually work? If it does, like let’s, do more of that? Or can we get, you know, online donors to feed into r d r tv or plan giving prospect pool? You don’t need to do it for everything, just like, try it with one thing. Find out if it works that idea of experiment make a small bet here and there and i think that’s the big cultural change to get to the future is going to have to be a desire and a willingness to experiment with stuff on a small scale you know, you got you got some stuff’s going to work some stuff isn’t on and then, you know, rinse repeat, try again over and over again the analog in in the start up world is m v p minimum viable product yeah, getting out minimum bare bones, but test test and learn and iterated. Yeah. And speaking of someone who’s dealt firsthand with developing things for m v p the keyword and minimum viable product is viable. No one wants minimum products. I know if you if you know it’s it’s. Okay, if you have your goal eventually has to get to the automobile it’s okay to start out with a skateboard because at least there’s movement involved and you could get somewhere the problem a lot of times with minimum viol or product is we gave you two wheels. Well, i can’t go anywhere on two wheels because it’s not connected anything. You learn something if you give people a skateboard and i think it’s the same thing in the nonprofit sector, you pick one pick part of the problem you’re trying to solve doing on a small scale and scale from there. And the great thing from a technology perspective is, you know, you could do this stuff. You know, amazon web services is here and t c and you know, you can spin something up in the cloud fight, rent it, figure out if it works. If it works great, maybe you choose to buy it or you just need more need to rent mohr or didn’t work terrible idea let’s never talk about this again and turn it off and in a way you go and you couldn’t do that ten years ago like experimentation. Was really expensive, or you really had to make sure something was going to work, and that just leads to people taking less risks. Bond that z in general that’s not good, you know, you need be taking more risks if you wantto you want to change the world. What about big data? Your final category? The big data cites a buzzword. You know, lots of people talking about it, you know, the luxury we have, you know, blackbaud is we have a tremendous amount of data, and for a number of years we’d be able to do things like the blackbaud index and take sixteen billion dollars in giving and report out hey, which way is the wind blowing up? Is it down and what’s happening? I think, um, what you’re going to see in the nonprofit sector over the next ten years is the realization that a lot of this, these fundamental questions we asked like, is this person going to give the organization or what’s the most this person could give door organization? Or are they a better fit for annual fund gift or major gift or plan gift? Or who else do they give to you? Know those types of things, those air actually questions could be answered. It’s, not mysterious. You know how we get to that answer, maybe it’s a lot of statistics and variables, but but that’s sort of like, you know, if my car gets me from point a to point b at a sort of don’t care how the engine works anymore, i think what you’re going to see happen with big data is the the the non-profit sector realizing there’s a lot of things that could be done with predictive analytics that point you in the right direction and that it’s less about how did you get to that answer of and start asking better, smarter questions, right? You know how much how much money are we leaving on the table is an organization because we don’t really have the right askanase outs when we’re going to meet with someone or in a direct mail message, or even what you’re sending on you’re sending people to your website that that that really is the potential big data for the nonprofit sector is to be much more prescriptive and predictive, with the analytics and point people in the right directions and get better answers for the things, but they want to do. And i think that’s really exciting as opposed to guessing or, you know, the art side of what we do is fundraisers today. Then should we be collecting data, paying attention to our own our own collection of it, preservation of it. The first thing is collected. The second thing is, make sure that it’s cleans its garbage in garbage out riling data. And then from there, i think it’s it’s moving. And then the next thing people do is reporting. Write my report, my report, my report, it’s moving beyond reporting, which is just a view of what happened in the past tomb or what’s gonna happen next. And because you have that data, you know, there’s the ability to predict that thing, or at least do some modeling that would give you a sense of, you know, we have organ, you know? And if you look at your file, you have people who you’ve been able to retain his donors for multiple years and those you haven’t. What is it about those people who are multiyear retained donors? What can we do? You know who else in our file looks like that individual or if you if you trace it down the line, you say we’ve had people who’ve given to the annual fund for seven years, and now they suddenly given us a midlevel gift. Predictive analytics would allow you to look at the data and say, there’s, someone who just gave you the first gift that looks a lot like the person who just gave you a midlevel gift. This is who you should pay attention to, and also sometimes this is someone who you might not want to spend as much time and effort on is all the data says this isn’t this isn’t the winner is another good example of looking back to looking to look forward. You’re using your historical data, it’s all value to be prescriptive and addictive. You need the historical data have a perspective. I think the difference is don’t try driving down the road using the rear view mirror that’s the tendency that happens a lot of ties, the historical data, the launch toodle data is very valuable for this stuff, and the great thing is non-profits have it it’s, it’s, just under leveraged and i think just sometimes they don’t know what’s possible, like, wow, you could tell me how much money i’m leaving on the table because of incorrect ask amounts. Yes, absolutely can tell you the answer, that question, or you could tell me, is there a better segment to use? Yes, you know, that’s what that’s, what data scientists love they love, you know, answering that question of, you know, what’s possible, or at least what what’s the day to tell from all the things we could derive from the data, which is interesting, okay, we could spend another couple minutes, anything you want to wrap up with, um trying to think spent ninety minutes on this should read your session radio description to you let’s say, well, i’m not gonna read it to you, but try to think of what else we’re going to cover. I just, you know, i think, oh, it’s about some example organizations organisation’s doing it well, have any of those case studies? Yeah, i mean, i think, you know, for example on, you know, the organizational change side in a humane side of the united states is a great example of they’ve made changes over the years in terms of that balance between fund-raising and communications, and even they would say they’re not there yet, but they they’ve realized hard to get the most effective results from the staff and it’s, not from having separate, separate silos, that’s, robin dancer and jeff handy, who runs a lot of the so the donor care part, they’re really been focused on what can they do from a from a norvig perspective to change things? I think the other thing that they’ve learned as well is fund-raising, an advocacy for an advocacy type organization are highly linked together, a supposed to there’s an advocacy department, they don’t talk to the fund-raising people and you see this everywhere, like you go into a health care organization and you have a grateful patient program. But nobody talks to people who were doing other types of, you know, prospect research works like, why are you not talking to each other? Leave this stuff is linked together in in some way, and i think a lot of it just people let the orc chart get in the way and the smarter eggs in the future, i think, will be more streamlined around some of that. Okay, wrap it up. All right. Awesome. Steve mclachlan he is director blackboard. Ah, at blackbaud director of analytics. And this is tony martignetti non-profit radio coverage of the non-profit technology conference twenty fifteen. We have concluded our coverage with steve mclaughlin saving the best for last, although everyone before him would disagree. Thank you very, very much for being with us. Thank you very much, steve. Thanks, tony. Thank you for your for listening. Tony martignetti non-profit radio time for live listener love i can’t shout you out by city and state. I’m sorry because we’re pre recorded this week non-profit radio is on. The road this week and next week i’m traveling in, uh, i’m in arizona and colorado and california and oregon. But of course the love goes out nonetheless toe all our live listeners. Podcast pleasantries. You know who you are, those ten thousand listening wherever. Whatever. However you listen. Thank you so much for being with us. Podcast pleasantries for those listeners and of course, never forgetting our very, very valuable loved affiliate. Affiliate affections to you, k y r s our newest but throughout the country thank you for listening on your am and fm stations. Affiliate affections to you durney steak too. And now get buy-in coming up. First opportunity collaboration. I usually connect to people in conferences, but not at such a personal level. I usually go to conferences in nice places, but definitely not this nice. I usually learning conferences, but not this much, especially about myself. I usually collaborate with other people at conferences, but never with such intent. I usually have funding conferences, but never close to this that’s leonardo le tellier, founder and ceo of satara in brazil. He’s talking about opportunity collaboration that weeklong unconference i have to disagree with you. A little bit there. Leonardo, it is an unconference in x top of mexico around poverty alleviation, it’s for non-profits impact investors, social entrepreneurs grantmaker is researchers, academics and corporations. If you’re any one of those, you should be with us in october. I was there last year and i’m going to be there this year if you work in poverty alleviation, check it out. Opportunity collaboration, dot net, i’ve got a new non-profit radio knowledge base, this one is for your career. So instead of the organization, we’re going to look at the individual. Are you considering consulting and how to have a great interview? This knowledge base joins all the others, which are shows that i put together by by topic, some of the others are storytelling boardmember ation ships board fund-raising online engagement, the links and videos are at tony martignetti dot com, including this newest one on your career and on youtube, my channel israel r e a l tony martignetti some clown up in boston stole tony martignetti so i have to be really tony martignetti but i am the real tony martignetti he’s an impostor, uh, anyway, durney martignetti dot com and youtube or where? You’ll find the videos and the links for all the non-profit radio knowledge bases. Third sector today, third sector today dot com they block tips, insights, best practices for the non-profit community. They have a podcast. They have lots of contributors and i recommend them. They are a valuable, informative resource. Ah written and they curate a lot of content from other people and it’s all done by smart folks at third sector today dot com and that is tony’s take two for friday twenty ninth of may twenty second show of the year here is norman reese from ntcdinosaur getting buy-in welcome to tony martignetti non-profit radio coverage of the non-profit technology conference and tc fifteen day too. We’re austin, texas in the convention center. My guest is norman reese he’s project manager technology at the center for court innovation. Norman welcome. Thank you. Thank you for having me. My pleasure. Good to have your first time. Um, your topic is winning one hundred percent buy-in from staff and board for your next non-profit technology adoption that’s a that’s, a real narrow niche, but critical if we’ve gotten, we’ve decided that we need new software and we’ve gone through. The due diligence and the process of identifying the right new software for us, whether it’s, cr, m or accounting or combined now we need everybody agree with us. Where do we start? I think sometimes when you you pick out a new system, there’s somehow this assumption that the board and the management are all behind it. And in reality, that’s not always the case. So even if it is the case, things khun change once the project is planned, or once a project that started so it really has to be something that’s a continuing effort that even even if you take the time and you get people on board at the beginning and they fully support, you know, and they’ve been with you through the process, yeah, to really check in with them while the processes going on and make sure that they haven’t been diverted by other things. Or that as new people come in two management or to the board that they don’t suddenly have a change of heart. So it’s really kind of crucial to make sure that a system actually is goingto have the result that you’re hoping for when you when you first selected. Yeah. All right. So we can have sometimes turncoats. They’ve been with us through the process, and now they’re abandoning. They get nervous or they what they feel we made the wrong decision. We made a mistake somewhere in the process. There’s. So many things that could get in a way. I mean, even people with the best intentions, something just comes in that distracts them. Or they have a friend that tells them about a different solution. Or different. So it’s really? Well intentioned friend. Yeah, i mean, it’s really a zoo? A technology. Is it’s really critical to build those relationships with management and with the board all the time, even before the project is even envisioned? And if you haven’t done that, if you’re operating and kind of a silo, then soon related that’s goingto that’s going to hurt you because you need to work. You need to partner with these people when you especially when you’re bringing in a new a new software platform on a new system. They have veto power? Absolutely. And they can do that any time. Yeah, yeah. I love that. You know, the friend my friend was just telling me about, you know, something we didn’t look at all right. So the importance of relationships, even when you don’t need their buy-in the people’s buy-in but but always working together collaboratively just day to day. Absolutely. Okay. All right, all right. But that’s ah, let’s speed ahead to the process now. Like i said it there, as i set it up, we’ve chosen something and they’ve been part of the process. We’re talking about staff heimans senior staff and bored getting did really from both it’s really about working with staff that are going to be using the system as well as management as well. It’s really across the board. Because if you get the management and the board to buy-in but the staff don’t feel like they’re included, they’re not going to cooperate. And then they may not use the system once it’s rolled out. If you get the staff but you don’t get the management and the board, then you won’t have the support. You need to have a successful implementation. Get the rolling. So you have to go both ways. Okay? All right. Good. Thank you for for straightening me out. All right. How are we? Going toe? How do we start this? Ah, well, assuming we’ve had this these good relationships all along, but now there’s some some defectors or where it was the best way to start the that the topic together, i think probably just the initial stages when your first envisioning that you need something new, whether it’s a replacement for something you already have or something entirely new that you’re imagining for your organization, you really need to being you need to be in communication with everyone about why you’re doing this, because what’s obvious to you is probably not obvious to other people, even though it may seem logical and a natural evolution, it really needs to be talked through, and different people have different ways of absorbing information. You can’t just send out an email to the staff and say, this is what we’re doing. You have to really take the time to to seek out people, sometimes one on one, and explain why not only is this good for the organization, but how is how is this new system going to make their lives easier? Why should they bother? I mean nobody. I mean, i shouldn’t say nobody. But most people have problems with change, and everybody kind of gets used even bad systems because they know, you know, they know what it’s like, they know the howto work around things that don’t work, and even though you’re introducing something that is, seems to be a clear win for the organization, not everybody has that why to focus some people are just focused on their own responsibilities and their own position, and some people may see this as a threat because a new system may mean that some people’s jobs changed their what they need to do during the day, their routine, their routines air going, teo and and some people would see that as an opportunity. Other people will see that it’s a threat, and you will have people that will will try to take it down. And if you don’t try to deal with that, earl, as early as you can, it’s just going to a back fire down the road, okay? All right, so we’re explaining why and certainly including them in the process, right? Should they should should? Should people from all levels? I mean, maybe this is obvious, but be part of the the committee that is making the decision and hearing the hearing the different, getting the different presentations from all the different potential vendors for their b stakeholders from although, i mean, i mean, the reality is that it’s, hard to invite have everyone at every meeting because people don’t have time, large meetings can get a little unruly, but you have to give people the opportunity to be involved, all right? And some people will take it, and some people will say they’re too busy or they’ll send a representative, but you have to find a way to make people feel like they’re part of the process if they feel like this system is being imposed upon them, well, that it’s being chosen by someone else who doesn’t fully understand their needs, then they’re not going to be supportive. So it’s really it’s kind of a fine balance between not having too many, but, you know, really seeking out beyond the obvious people that are going to be directly using the application. But anyone who might want to get data from the application who might want to get a report from it, it’s, usually and as a project manager, i still don’t know you have to really seek out stakeholders foreign beyond what you initially think, because people outside the organization they’re going to be affected by this too, and they need to have a say in this as well. Ok, so at a minimum, you’re keeping all the stakeholders apprised of maybe milestones in the process, okay, okay. And, you know, especially reliance on email on lee, which seems to be what a lot of people do now, i mean, that’s kind of shallow, you have tio, especially people who are different locations, you may have to go out there and actually sit down with them. We just invite him out for lunch and talk about what’s going on because the humane, i mean, i’ve seen the email reliance in my office, where people said one hundred feet away from each other and they hardly ever talk to each other and that’s, you know, that’s not a good practice when you’re trying to win people’s support for a new project, yes on dh needing them to feel a part of the process and, you know, it was kind of shallow and you’re not getting any of you know, you don’t see the facial expression. You don’t hear the tone of voice, you know? You don’t really know. I mean, they may be saying one thing and actually feeling something entirely different. All right? What else? What other advice do you have strategies do you have for forgetting this? This critical buy-in anything specific to the board that might not apply for staff? Anything special there? Well, every non-profit is a little different as far as how the board works, some sometimes the board will work only with only with the d and sometimes the board has more relations with staff, but i think you just need to be aware that the board is operating in, you know, in azaz an age of management, and sometimes they will want to be actively involved. Sometimes they will have a more surface involvement. But it’s just, i guess, just a kn awareness that that they do have a role in this and that if you ignore them suddenly, at one point a boardmember will come in and maybe drive the project in another direction because you haven’t taken the time to apprise them of what’s going on, so i think just just an awareness that they may not be in your field of vision because you don’t work with them at your office or you don’t work with them on the day to day basis, but they have to be part of part of the team. Yeah, it could be easy derailment from from a boardmember the way it happens all the time. Yeah, you know, you have some bad stories about that personal experiences. Well, i mean, i’ve worked in organizations where the board dealt mainly with the and the staff really weren’t even aware of, you know, things that were happening, and it didn’t seem to make sense, and until we actually found out what was going on with the board and with the and sometimes you win an organization that’s more transparent than others, where you know you’re edie will will communicate well about what’s actually happening in other cases, things will be happening that you just have no awareness of, and suddenly things are going in a new direction, and you have no idea what so it’s, just a matter of just taking the time especially, you know, in a technology role, which is what i do in my organization, you really need tto go beyond the tech group and make sure that you’re talking with other organisations. The other thing, i also just as a precaution, is that something that happened to me in the last year. You have to be really aware of your boss’s position in this whole scheme of things, because you can’t be viewed as somebody who’s going around your boys. Or you’re trying to have a relationship with a boardmember and he’s. Not all. She is not aware of it, so you have to be respectful of who you’re working for. But on the other hand, you also have to make sure that you have relationships with people other than your boss, because your boys could leave tomorrow. And then your future with the organization will depend on those other relationships you’ve built or not. Like what you’re hearing a non-profit radio tony’s got more on youtube, you’ll find clips from stand up comedy tv spots and exclusive interviews catch guests like seth gordon. Craig newmark, the founder of craigslist marquis of eco enterprises, charles best from donors choose dot org’s aria finger, do something that worked, and levine from new york universities heimans center on philantech tony tweets to, he finds the best content from the most knowledgeable, interesting people in and around non-profits to share on his stream. If you have valuable info, he wants to re tweet you during the show. You can join the conversation on twitter using hashtag non-profit radio twitter is an easy way to reach tony he’s at tony martignetti narasimhan t i g e n e t t i remember there’s a g before the end he hosts a podcast for the chronicle of philanthropy fund-raising fundamentals is a short monthly show devoted to getting over your fund-raising hartals just like non-profit radio, toni talks to leading thinkers, experts and cool people with great ideas. As one fan said, tony picks their brains and i don’t have to leave my office fund-raising fundamentals was recently dubbed the most helpful non-profit podcast you have ever heard. You can also join the conversation on facebook, where you can ask questions before or after the show. The guests were there, too. Get insider show alerts by email, tony tells you who’s on each week and always includes link so that you can contact guests directly. To sign up, visit the facebook page for tony martignetti dot com. Lively conversation. Top trends and sound advice. That’s. Tony martignetti non-profit radio. And i’m lawrence paige, no knee author off the non-profit fund-raising solution. Oppcoll you’re doing another ah workshop at ntc on getting people to actually use the technology that that is adopted. Yes, that’s it flows perfectly from this. So let’s let’s spend the next well the rest of it we’re about ten minutes or so together. It’s about half our time. It’s perfect talking about getting people to use it once it so now we’re past the decision stage and it’s implemented. Is that where we are now? And yeah, i know and this i’m really going by my own experience. I’ve been in my car enroll for almost four years now, and i’ve had a couple of situations where we rolled out systems that we thought rolled, you know, when everything went, you know, as expected, and we checked in with the users later on, and we found out that they had gone back to their old system, that they were going back to excel and that’s really it’s really it’s a point it’s really? I mean, i found that you can have the best technical solution which you know, which seems to make perfect sense, and it’s a good future path for the organisation, but because people don’t feel like it’s there’s nothing in it for them that they just and the other thing is that if you don’t take the time to actually beyond sight with people and again, this goes back to what i was saying before about over reliance on email if you if you have different sites that are going to use the system, as most organizations do now, you have to actually go over there and talk to people, and sometimes people will say different things in one on one than what they’ll say in the group, so you just can’t, you know, just hold a meeting and just invite everybody and say, ok, what do you think you’re gonna have to go over and actually sit with people and watch and talk to them at their deaths? You may need to get them out of the office where they feel safer to talk without people overhearing a conversation saying, well, what’s really going on here because it’s really a shame to go through the process of vendor selection and months of milton latto organization, money and time has been devoted a and then cross and then three, six months, three to six months later. In the same position again, you’re back using the old system. So if again, i mean, this sort of goes back to what we were talking about before if people haven’t bought into the whole idea of why they doing this and not only that is that people need you need to get training on our ongoing basis, you can’t just go in the day after you roll out of systems, okay? We’re going to train you for the next week and then disappear. You need to be on site on a regular basis because people move around, they leave new people come in or people forget and you could say, oh, i gave them documentation, but, you know, we know nobody’s going to really read that stuff, so you need to really probably plan a good chunk of time after the rollout to be on site, working through problems, because no matter how much you plan, always things come up that need to be need to be work, work through and if you take the time to plan for that and you don’t just immediately say, okay, i’m wolf on another project now and good luck to you and you need to take some responsibility for that. I mean, it doesn’t happen by itself. All right, all right. What? We still have plenty of time together. What else in the in the use of the technology, other other strategy’s tips you have for ensuring it’s going to be used? What else can we say about that? Ah, well, just in the conversations i’ve had with some other people since i got here this week here in austin, you need to take the time to really go through the business processes that you’re trying to deal with in this system early earlier in the in the in the selection and understanding back-up back-up that at the time that you’re really thinking about let’s, say you, you be the picked the system or you’re you’re at the final stages, you need to really understand what you’re trying to achieve and what the workflow looks like in the organization and it’s very hard to know that and the other tips that does that mean? Well, before we get to another table that you got your brimming with tips, but wait, let’s dive into this one because that means spending time with them. Watching them in their process is, well, sitting side by side, maybe you made you probably want to do that because what i found is that some situations where i would talk to the manager of a group on dh, she or he would tell me that, you know, they need certain things, you know? And then i find out later that the actual people who were sitting at the computer is doing the data entry. They really don’t do things the way that the manager things they so then i get involved in in between the staff and the manager, and that can be a tricky situation as well. But it’s better work to find that out early and to get the trying to get your staff on the same page, then to roll out a system based on what a manager tells you only to find out that the staff that work for that manager actually have a whole different view of what they’d like to really have it in a system. Yeah, so the end user the actual yeah, hands on keyboards. Those are the people you want to be talking to and and maybe even observing. Yeah, i mean, ideally, if you could spend some time just shattering them as they do as they go through their day, then i don’t kind of really tell you what’s really happening because it’s one thing to talk through it, it’s another thing to actually spend a week or spend a couple of days out of sight and see what people are dealing with and see how one of the other things that i found out is that ah, there’s sometimes other systems in the mix that people are dealing with. I ruled out a system about a year ago that people weren’t using, and i found out later that there was a hole of the system that they were required to use because of a grant that we had. The grant required them to put data in this other place, and you have no idea i had no idea, i mean, that nobody nobody mentioned it, and it didn’t occur to me to ask that question. But now i, you know, when i’m doing a new project, i was make sure to ask, what other systems do you maintain and sometimes those other systems, maybe paper to mean? Surprisingly enough, not, you know, there are a lot of people who don’t want to give up the traditional tools and sometimes that’s what work’s fun with a small system will not work fine as it grows, and that’s just a growing pain, sometimes of an organization that wants toe really centralized data. And, again, what’s obvious too to, ah, tech team that, you know, that’s looking at all the sexy things that are available now, a lot of people don’t feel that way back on the ground, the ground, so you really need to respect their where they are. You have another tip that you were goingto you’re going to throw out, and i made us dive into the the one about the end users probing the end users more what else we’re going to say with this one? I actually think i included in my block i have a blogged that i thought for several years now what non-profit bridge, where i talk about technology and communications and fund-raising and something i blogged about recently was that we were working with a vendor that wasn’t quite getting what we needed, so we literally just took we took screens. And we annotated them and we we showed them, is that this is exactly what we want, and sometimes you actually need to use graphics and visuals to to show on. It also helps you kind of work through the process of how the workflow is so really giving that kind of documentation to a consultant or a vendor or anybody who’s helping you implement a new system can really help them understand, because you can’t expect someone who comes into and works with you for two or three months on ana implementation to fully get what your organization is about. So it’s, really your responsibility to educate them on this is what we need, and this is how we need to do it. And, you know, some of the same way that you need to over communicate with staff to make sure that you deal with people who like to absorb information in different ways. You need to you need to make sure that your vendor or consultant really understands your business needs and how your business works and and whatever that method is, whether it’s, extensive conversation or you need a diagram it but it’s really not the vendors responsibility to get it. It’s it’s your responsibility to know your business well enough that you can explain it to someone and have them really, really understand it. Okay? We have just like a minute or so men and a half left anything. Well, i’m sure there is so throughout some or whether it’s ah it’s getting the buy-in or getting the users to use the new technology sheriff there’s a more. Well, one thing i would definitely advise people if you’re not already part of this and ten community, this is the place to be, because very often, when you get wrapped up in a project and you only see things and the vision of your own organization, you need to talk to other people from other places that it doing similar things that you are and just being here for three days and just having conversations with people on how are they dealing with similar situations approaches that you may not have thought of on your own? You need to really being in the community. And the great thing about being here at ntc is that you actually can see people and have the conversation i mean you can’t do everything on social media and on email, and you need to sometimes just pick up the phone and talk to someone, and this is a great environment, and if anyone who’s out there who’s not taking advantage of this community, especially small on non-profit they don’t have a lot of resource is important to know it’s, not only for technologists and absolutely no intent is not only in fact, one of the reasons i like and ten is that it’s, not it and it’s sort of like the way my block covers communications and fund-raising if you look at the session is that we haven’t, they cover a wide gamut for people who do different. Roseanna non-profit so there’s something here for everyone, and i would really recommend that if even if if you’re not here at ntcdinosaur year there’s, a lot of other ways to be involved in the in ten were very active and it’s very rare, and i’ve been a member for years. It’s very rewarding. Excellent, good shot latto anton, our hosts and ten and they’re at inten dot org’s, auntie em and yeah, as well as the online, they have a lot. Of there, there are meet ups throughout the country. Small, small groups meeting lots of places. Absolutely. School. Thanks, norm. We’re gonna leave it there. All right. Okay. Thank you very much. My pleasure. Good to have you. Norman riese, project manager in technology for the center for court innovation. And this is tony martignetti non-profit radio coverage of intends and tc the non-profit technology conference. Twenty fifteen. Thank you so much for being with us next week. Your video strategy and how to get found. If you missed any part of today’s show, find it on tony martignetti dot com opportunity. Collaboration with world convenes for poverty reduction it’s, an outstanding unconference that will ruin you for every other conference opportunity collaboration dot net, i’ll be there. Our creative producer is clear. Meyerhoff sam liebowitz is the line producer shows social media is by susan chavez, susan chavez, dot com and our music is by scott stein duitz thank you, scotty. You’re with me next week for non-profit radio big non-profit ideas for the other ninety five percent go out and be great. Buy-in what’s not to love about non-profit radio tony gets the best guests check this out from seth godin this’s the first revolution since tv nineteen fifty and henry ford nineteen twenty it’s the revolution of our lifetime here’s a smart, simple idea from craigslist founder craig newmark insights orn presentation or anything? People don’t really need the fancy stuff they need something which is simple and fast. When’s the best time to post on facebook facebook’s andrew noise nose at traffic is at an all time hyre on nine am or eight pm so that’s when you should be posting your most meaningful post here’s aria finger ceo of do something dot or ge young people are not going to be involved in social change if it’s boring and they don’t see the impact of what they’re doing so you gotta make it fun and applicable to these young people look so otherwise a fifteen and sixteen year old they have better things to do if they have xbox, they have tv, they have their cell phones me dar is the founder of idealised took two or three years for foundation staff to sort of dane toe, add an email address their card. It was like it was phone. This email thing is fired-up that’s why should i give it away? Charles best founded donors choose dot or ge somehow they’ve gotten in touch kind of off line as it were on dh and no two exchanges of brownies and visits and physical gift. Mark echo is the founder and ceo of eco enterprises. You may be wearing his hoodies and shirts. Tony talked to him. Yeah, you know, i just i i’m a big believer that’s not what you make in life. It zoho, you know, tell you make people feel this is public radio host majora carter. Innovation is in the power of understanding that you don’t just put money on a situation expected to hell. You put money in a situation and invested and expected to grow and savvy advice for success from eric sacristan. What separates those who achieve from those who do not is in direct proportion to one’s ability to ask others for help. The smartest experts and leading thinkers air on tony martignetti non-profit radio big non-profit ideas for the other ninety five percent.