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

 

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

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

 

 

 

 

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

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

[00:01:59.13] spk_2:
us.

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

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

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

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

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

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

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

[00:04:55.27] spk_1:
productive.

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

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

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

[00:07:23.26] spk_1:
about the

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

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

[00:07:51.30] spk_0:
actually

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

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

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

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

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

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

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

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

[00:11:33.16] spk_1:
Alright,

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

[00:22:18.24] spk_1:
Exactly.

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

[00:24:07.02] spk_1:
network

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

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

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

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

[00:24:56.94] spk_0:
So

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

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

[00:25:43.08] spk_1:
so

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

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

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

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

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

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

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

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

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

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

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

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

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

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

[00:32:22.54] spk_1:
Yes.

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

[00:32:27.81] spk_1:
well.

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

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

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

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

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

[00:37:11.13] spk_1:
Very

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

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

[00:37:33.33] spk_1:
copy

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

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

[00:39:17.34] spk_1:
of

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

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

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

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

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

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

[00:40:46.61] spk_2:
Yeah,

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

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

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

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

[00:41:44.51] spk_0:
Yeah,

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

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

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

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

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

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

[00:46:09.28] spk_1:
Vidyard.

[00:46:10.48] spk_0:
Vidyard,

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

[00:46:14.87] spk_0:
Vidyard and

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

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

[00:48:59.37] spk_1:
Yes.

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

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

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

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

[00:50:13.06] spk_0:
Yeah, it’s

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

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

[00:50:17.61] spk_1:
alright.

[00:50:18.76] spk_0:
It’s cool. Uh

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

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

[00:51:05.76] spk_1:
Yes,

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

[00:51:10.48] spk_1:
yes,

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

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

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

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

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

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

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

[00:53:54.69] spk_2:
queue

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

[00:54:01.25] spk_0:
you.

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

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

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

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

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

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

[00:54:29.14] spk_2:
Yeah.

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

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

[00:55:10.55] spk_0:
oh my

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

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

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

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

[00:57:45.93] spk_1:
Okay,

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

[00:58:03.28] spk_1:
absolutely

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

[00:58:12.92] spk_1:
in

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

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

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

[00:58:33.96] spk_1:
uh

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

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

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

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

[01:01:23.41] spk_0:
you

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

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

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

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

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

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

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

[01:04:42.09] spk_2:
Uh

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

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

[01:08:18.97] spk_1:
filtering so

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

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

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

[01:09:46.77] spk_0:
absolute pleasure, loved it. Thank you. Next week We’re gonna have more from 22 NTCC asking for receiving and giving feedback if you missed any part of this week’s show. I Beseech you find it at tony-martignetti dot com responded by turning to communications pr and content for nonprofits. Your story is their mission turn hyphen two dot c o. Our creative producer is Claire Meyerhoff shows. Social media is by Susan Chavez. Marc Silverman is our Web guy and this music is by scott Stein. Thank you for that. Affirmation scotty. You’re with me next week for non proper. radio big nonprofit ideas for the The other 95% go out and be great. Mm hmm.

Nonprofit Radio for November 30, 2020: Virtual Event Engagement & Personalized Video

My Guests:

Mike Wilkinson & Joshua Meyer: Virtual Event Engagement
Virtual events are routine now and there’s good reason to believe they’ll outlive the pandemic. We’ve got you covered with pre-, intra- and post-event strategies to maximize engagement and raise more money. Our panel is Mike Wilkinson from Human Rights Campaign and Joshua Meyer at OneCause.

Mike Wilkinson from Human Rights Campaign

Joshua Meyer at OneCause

 

 

 

 

 

Matt Barnett: Personalized Video
Matt Barnett explains the benefits and use cases for short videos that grab attention and thrill recipients. Think volunteers, prospects, donors and anyone you want to feel special. Matt is at Bonjoro.

 

 

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Every nonprofit struggles with these issues. Big nonprofits hire experts. The other 95% listen to Tony Martignetti Nonprofit Radio. Trusted experts and leading thinkers join me each week to tackle the tough issues. If you have big dreams but a small budget, you have a home at Tony Martignetti Nonprofit Radio.

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[00:02:44.94] spk_0:
Hello and welcome to tony-martignetti non profit radio. Big non profit ideas for the other 95%. I’m your aptly named host of your favorite abdominal podcast. Yes, Abdominal has made it into the introduction and exalted August position indeed. Welcome. Heh Abdominal. Oh, I’m glad you’re with me. I’d come down with Bala Muthiah Mandrell, Aris if you exposed me to the idea that you missed this week’s show virtual event engagement. Virtual events are routine now, and there’s good reason to believe they’ll outlive the pandemic. We’ve got you covered with pre intra and post event strategies to maximize engagement and raise more money. Our panel is Mike Wilkinson from Human Rights Campaign and Joshua Meyer at one Cause and Personalized Video. Matt Barnett explains the benefits and use cases for short videos that grab attention and thrill Recipients think volunteers, prospects, donors and anyone you want to feel special. Matt is with bon jour. Oh Antonis, take to my December Webinar were sponsored by turn to communications, PR and content for nonprofits. Your story is their mission. Turn hyphen two dot c o and by dot drives Prospect to donor simplified tony-dot-M.A.-slash-Pursuant for a free demo and a free month. Here is virtual event engagement. It’s my pleasure to welcome Mike Wilkinson and Josh Meyer to non profit radio. Mike is deputy director of events at Human Rights Campaign. He and his team organized over 30 annual events nationwide. He previously worked for the National Kidney Foundation and the Leukemia and Lymphoma Society. HRC is that, HRC dot or GE? And at HRC? Joshua Meyer is senior director of marketing at one cause. He has two decades of fundraising, volunteer management and marketing experience. He started his non profit career at Human Rights Campaign. The company is that one cause dot com and at one cause Mike Josh, welcome to non profit radio. It’s

[00:02:45.10] spk_1:
great to be here. Thanks for having us, tony

[00:02:47.05] spk_0:
E. Have you back now? We had originally recorded this as part of the non profit technology conference when events were still face to face and we were talking about digital engagement for your face to face in person events. Obviously, Josh, you’ve seen lots of clients. Well, all clients, I suppose, either move or cancel events. I mean, there’s all that is the only two options in today’s world, Um, but there’s still a lot we could do around Digital to keep people engaged pre during and after, right?

[00:03:21.14] spk_1:
Yeah, that’s that’s for sure. I think back in March, we had a weekend with hundreds of events ready to go, and it went down to zero. But I think what What was really interesting is that, you know, non profits are so resilient and they quickly figured out that they had to sort of make this ritual pivot, right. And we’ve seen a lot of that Ana here one cause we become sort of focused on virtual. First Way had these long standing in person fundraising events sort of moved to a virtual virtual format on dso they all. They all get it. And I think I’m really excited. Toe have Mike share sort of what they’ve done over at H. I see, you know, as their sort of moving the virtual, the next thing now is really like, how do we engage people? Right? What’s the social engagement component of these of these virtual fundraisers, and how are they? How do we get the people who are watching from their living rooms right to get involved right in this, uh, this virtual program. So there’s all sorts of neat things that we’re excited to share about.

[00:04:24.77] spk_0:
Yeah. Cool, Mike. What did you see initially? A T h R c where you did you see declines in in, uh, event attendance initially when you moved online, and then now you’ve gotten smarter and you’re seeing increases.

[00:05:35.24] spk_2:
So initially, I’d say, you know, our approach was we sort of had, you know, money in the bank already for some of these fundraising events. So we used that as an opportunity to do some testing on virtual events. You know, we already had, um, some results for events that have been canceled. We had folks that are sort of like, wait a minute, I paid money for this event and, you know, as a charity, they want us to keep the money, but they want something for it s oh, we did two events in, uh, April and may, um, that were events that pretty much were carry overs from in person events. And we learned a lot from those events. Um, I wouldn’t say that we saw a decrease in attendance from the event, but I will say, um, you don’t have the attention span that you have for a Nen person event. That immersive nous to it is just not there. So you have to do a lot of work up front in order to get folks to be excited to actually participate in the virtual event.

[00:05:58.24] spk_0:
Have you found there’s an ideal duration or just vary by type of event? I mean, I’ve been hearing like 45 minutes, even less than an hour. People are seeming thio, seeming thio, seeming to seem to prefer.

[00:06:10.24] spk_2:
Yeah, I mean, I would say unless you have fee like blockbuster capabilities of, ah, Hollywood studio, you’re not going to keep anybody for longer than a now, er, like they’re just not going to do it because it’s not that interesting. You know, I think I think 45 minutes is a good amount of time. I think, um, we had one signature event that I think we’ll probably talk about here a little bit that went a little bit longer. That had a big national scope. But yeah, you have to be very, um, reserved in the amount of content that you present to the audience because they’re going to be paying attention to Onley pieces of

[00:06:50.64] spk_0:
it. All right, Josh, why don’t you start us with, you know? So we’ll do this, like, pre during and post event. Um, you have ideas around SMS texting?

[00:07:01.92] spk_1:
Yes. So we’ve seen texting, um, both to drive attendance. Right, But also engagement, um, at the event. I think the other thing that we’re seeing pre is this this sort of change on? Mostly, uh, you typically pay for one of these fundraising events, right? If you’re going in person and we’re seeing sort of a change in that people are organizations are charging them or they’re not charging. They’re trying. They’re using them Is broader engagement tools, um, to get sort of general membership. But maybe also major donors involved. Whereas typically, sometimes these gallons would focus more like the major donors set Onda as a result of that, then they’re also sort of layering in. And Mike and his team did a really interesting thing there, which is sort of doing tear. So there’s like, a free tier for ticketing. But then there’s also like you could upgrade paid, uh, ticket that got you some sort of swag or some sort of premium that they would send you afterwards, right? And so I think that’s when you’re kind of looking at sort of your driving attendance. And how do you factor in where you traditionally see revenue coming from from tickets? How do you should have recruit some of that that revenue and as part of your fundraising stream on driving through actual ticket sales and our engagement that day of using SMS Thio get people to engage like I don’t know if you wanna talk a little bit more about how you guys did, um, ticketing. But also e think it was really interesting the ambassador fundraising that you guys around your table captains?

[00:10:01.14] spk_2:
Yeah, certainly eso to Joshua’s sort of lead into that. We did realize that the really powerful capability of the reach that this messaging can have, Um, you know, people talk about it like this mystical thing, but it’s fairly obvious a virtual event. You don’t have to travel to it. Um, it removes some barriers to attendance. So, um, you know, I work in a division called Development and Membership Development being high dollar fundraising and membership being probably your $10 a month monthly donors, you know, we would not see a lot of those $10 donors in our ballrooms each night. So what we were able to do is create a new event that will merge both of these fundraising techniques together. Whereas we provided ways for folks who are smaller dollar donors to participate in the event at low to no cost at all way really brought in the messaging on dhe. This came at a really key time in our mission because, you know, we’re in election polit political organization, so that election was coming up and it was important to get our message is why it is possible. But we also wanted to provide opportunities for those folks who were giving us, you know, $100 well, over $100 you know, each month to participate as well. So we sort of did this thing called the Quality Captain, which is a peer to peer ambassador fundraising campaign. We allow people to set up fundraising pages and ask their friends, colleagues, co workers to support them. And really, since there’s no table for them to come and sit at, this is the spot that we said, Hey, this is where you tell your story. This is where you put your personality into this event, and it really worked very well. So

[00:10:49.54] spk_0:
Okay, let’s take a little step back just to get some mechanics down. So you’re you’re collecting cell numbers at the time of registration. Are you giving people an option thio to receive these text messages about the event, or do you just ask for the phone number?

[00:10:57.44] spk_2:
Yeah. So at the time that people registered, we did ask for their cell phone number on dhe. Then, you know, sort of told them that in participating in this event, you’re going to receive text messages. Uh, yeah. Folks that have attended in the past are pretty used to this because one cost has had a long history of doing this in with the event on dhe. You know, at any point, someone can opt out of this, but we did say, giving us your cell phone number and we will be texting.

[00:11:27.04] spk_0:
Okay. Okay. Um, so let’s not Let’s not focus just on this large event, but you You’ve been doing lots of smaller events also since since March, right? Virtual events

[00:11:38.20] spk_2:
know what we did was we decided that rather than tests or organizational capacity. And do you know, 30 events across the country? We were going to use the leadership structure to focus on this one large event in September.

[00:12:05.84] spk_0:
All right? And and the event was in. I’m sorry. You just said in September September Okay? Okay. Mhm. Okay, um, Josh, anything more about the pre pre event phase? I mean, well, yeah, give me some insight. Like, how often are people getting messages before the event?

[00:12:26.54] spk_1:
You know, I think it varies with the organization, right? And I think it sort of depends on how you’re using it, right? We’re seeing, sort of. I think there’s probably too tight right there is sort of the messaging to try and get people to purchase the tickets or just to pre register. And then I think there’s the messaging sort of that happens the day of to get people engaged in the fundraiser, right? So there’s usually a set period of time when the sort of the program, right, so that virtual livestream is happening on dso. You wanna make sure that you get as many people there, you know, engaged in the live programming as possible, so I think there’s, you know, oftentimes a couple a couple of text messages that lead up to that. But then there’s usually fundraising components that are happening in tandem. Right? So we talked about ticketing, right? So that would be sort of, you know, prior to the day of to try and get people to purchase registrations. Often times we’re seeing our clients, um, set these virtual events up in tandem with online auctions. Right? And so there’s messaging around that on dhe. Then, you know, depending on the software people are using, right, as people are engaging in these online auctions right there getting automatic text messages. So the text messaging is, um you know, it sort of varies depending on what the organization is trying to accomplish at at the different points leading up to that event.

[00:13:36.94] spk_0:
Okay, okay. Eso then let’s let’s do during the event. So the event is live Now, folks are are on. Um, Mike, how many people did you have? A tw the peak.

[00:13:55.24] spk_2:
So we had I want to say we had 2000 people pre register for the event. Additionally, we live streamed the event on YouTube, Facebook and Twitter. So Let’s say we probably had about 8000 people viewing at the peak. Um, okay, Of those 8000, those 2000 pre registrants are the ones that received text messages to engage further with us.

[00:14:19.04] spk_0:
Alright, and just for a little more context, how many of the 2000 that preregistered were were, uh, had paid? Versus were the free free tier. We had

[00:14:31.25] spk_2:
about 70% that were free on bond. We had 30% that were paid.

[00:15:16.54] spk_0:
It’s time for a break turn to communications. They have relationships with journalists because of the trust they’ve built with reporters and editors and outlets like The Wall Street Journal, The New York Times, CBS Market Watch and The Chronicle of Philanthropy. Turn two is the first call these outlets make when they are sourcing stories on charitable giving, non profit trends and philanthropy. That means you get first crack at first class media exposure. The right turn hyphen two dot CEO. Now back to virtual event engagement. Give us a little more detail About what? What you got If you if you paid, was probably was it more than just Mike? I’m sorry. Josh mentioned swag, but what else What else did you get if you paid for the event?

[00:15:31.43] spk_2:
Yeah, we branded some really great merchandise packages. You know what’s great if the human rights campaign is We have a very strong brand that people identify with eso. We made some commemorative pieces. Um, and, you know, way sort of have different tiers. Where if you gave $35 you got a bandanna. Non. If you gave $50 you got the band and in the face mask. And the more that you gave, the more stuff that you received. So

[00:15:58.89] spk_0:
Okay, so it was OK. There was swag was ultra ultra swag.

[00:16:03.17] spk_2:
I wouldn’t say it’s like trade show giveaways. I would say stuff that you would probably walk into a store on 12 purchase. So

[00:16:10.95] spk_0:
okay. And strong brand. So loyal, loyal folks who would like to have a commemorative pieces. All right, All right, So now, Mike. All right, so during the event, what kinds of text messages or folks getting?

[00:16:26.34] spk_2:
There were two primary ways that you could support us during the event. Um, it is to bid in the auction that was online or to make a contribution. So folks were receiving text messages at key points in the run of show so that they would either a place a bit or make a you shot.

[00:16:47.64] spk_0:
Oh, what was the content for the? Was this a 45 minute event?

[00:16:52.54] spk_2:
So the event in September was a little bit longer because it was their national event. You

[00:16:58.63] spk_0:
did say that. I’m sorry.

[00:16:59.59] spk_2:
Thats one is a signature event, and people were really excited about it. So, um, you know, to your point, you know, folks that didn’t pay any money for this event, we assumed that they had a lower investment in attending at all. So those folks were invited to what I would probably call the main stage event, and that lasted for one hour. Um, for folks that were donors to the organization or who bought one of those ticket packages, that’s a clear indication that they’re very interested in seeing mawr. So they were invited to see additional content. That was 30 minutes in advance of the event. And this is really cool, because this 30 minute, um, basically VIPs section of the content was designed with, like a behind the scenes sort of look. So they got to sort of see how the virtual event was running. And some really specialized content focused on their deeper connection to the organization.

[00:17:58.44] spk_0:
Oh, including how the event was running. So they saw some backstage

[00:18:02.40] spk_2:
s. So we had some backstage elements backstage. Pass. Yeah,

[00:18:08.74] spk_0:
Okay. And what was the what was the main stage content?

[00:18:12.22] spk_2:
So the main stage content highlighted are really strong video packages we’ve even before the pandemic. We have very strong video content that’s very impactful. That really talks about the state of the movement, why you should get involved. We also pared those with a lot of celebrity messages and performances so that we were able Thio have some folks that folk that people recognized that really were boasting or cause. We have a long history of always having celebrity guests that are event. So this one was an opportunity. Instead of just seeing one celebrity guests, you got to see basically 15 of them really talking about why the cause was important.

[00:19:10.54] spk_0:
And I’m hearing that prerecorded content is valuable, takes a lot of pressure off. The folks running the show toe have to switch back and forth between live live appearances. Did did you have? Ah, do you have a mix of pre recorded in and live content or was mostly pre recorded? That’s what I’ve been hearing about pre recorded.

[00:19:14.65] spk_2:
Yeah, So I would say we’re probably about 60 40. Prerecorded content, 60%. 40% live. You know, we have found that pre recorded messages air great. But our mission sits on the cusp of history every day. And when something happens in politics, when you know who tweets something out ridiculous. We have to. We have to. We have to be responsive to that in our programming. So, um, some live, some live elements were absolutely necessary and honestly, like that takes a lot of the pressure off of us to use our crystal ball, which these days is so much more fuzzy than it used to be on be able to really resonate with folks hurt what folks heard in the news and what’s affecting them that day. But that doesn’t mean that, like the prerecorded content was bad at it just means that, you know, we were able to get some of these messages from folks that are celebrities or friends of the organization in advance and piece it all together in a way that worked. This

[00:20:12.74] spk_0:
seems like a good time for you to explain quickly. What? What HRC does for folks who don’t know. Human rights campaign. You have a lackluster host. Ah, good host would have asked you that at the beginning s, uh, but make up for my shortcomings, Would you?

[00:20:27.94] spk_2:
Yeah. So the human Rights campaign were a 501 c for charity, and what that means is that we are engaged in political work that advances the right of LGBTQ people across the country s Oh, this is a little bit different than 501 C three. Work where political work is not allowed. We are the kind of the opposite of that. You know, we still are designated as a charity. There’s some some differences with the way gifts or processed. Um, but, you know, we’re allowed to go out and say we think that this is the issue that should be report. This is the issue that should be pushed through Congress. Your local legislature. This is the This is tthe e candidate, that candidate or, you know, current, um, elected official. That’s going to do that so whereas in a 51 C three like that’s sort of off limits.

[00:21:19.41] spk_0:
Or mostly, I mean, you’re limited to the percentage of your you said at key moments. Folks got fundraising messages or maybe auction messages. How did you How did you time those to the content? What’s the relationship there?

[00:21:38.84] spk_2:
Well, we did do actually live fundraising appeal where, you know, folks were able Thio, you know, make a donation on their smartphone. And we had a large thermometer up there that showed how many people across the country were making donations. Um, and you know that that was always a really successful fundraising technique in person, and I continue to be so in the virtual world. We just had to make sure that we had the magic formula to get people to that moment in the program so that they were ready to give. There’s nothing different about that. You just have to think about what that means in a virtual world, starting with the first time that someone learns about your event,

[00:22:27.94] spk_0:
let’s lay concerns about, uh, folks maybe feeling like they got too many messages and opting out. What? What did you see in terms of people and any any time during the during the process before, during or after the show opting out of these SMS messages.

[00:22:47.14] spk_2:
So we get very few complaints about books in during the run time of the event, receiving too many text messages, I’d say maybe we get comments that there are a lot of text messages, but nobody’s mad at us. You know, folks sort of when they sign up for an event, realized that they are asking for a high level of engagement. So during the run town time of the event, um, it’s very difficult to over communicate with them. Um, you know, we have to pay attention to in advance of the event, like how often we talk to them. I would say we probably started about 10 days out with a message launching the auction on then maybe one or two reminders about what’s going on so that they could get get ready for the event, and some of these text messages are people were waiting for because it included information on how to do things like actually watch the live stream and stuff like this. So some of them were very nuts and bolts types of messages. They weren’t just Always give us money. Give us money. It’s like, Okay, you purchased two in a ticket. A ticket to this event. This is how you get in, you know? So

[00:23:47.24] spk_0:
Okay, Now, will you also emailing or this is strictly SMS.

[00:23:52.64] spk_2:
Absolutely. So we sent emails as well. You know, you’re obviously able to put more detail into email. Um, you know, I find that email is really tough these days just because there’s so much noise. You know, you’re lucky if you get somebody to even get their email on their high priority inbox and they get filtered a lot. So there are a lot of folks that do you read our emails, but there’s a lot of folks that that’s not how they found us. So they’re not receiving those emails. You gotta get really creative on how you reach out to folks.

[00:24:24.34] spk_0:
Okay? And but so the more immediate ones, like during the show that was that. I’m guessing that was exclusively texts. You weren’t sending emails that. Okay,

[00:24:34.46] spk_1:
Okay. E think One of the other avenues that we have at our availability right is also live chat, right So you have. You can sort of push that text message right to someone’s phone during, ah, virtual event. But we’re also seeing a lot of our clients engage in sort of live chat that’s like built into the page, right? So So as people are watching the converse watching the show, they’re able tohave conversations or they’re able to make comments. Or they’re able to actually engage to the school with the speakers or the organization on DSO. There’s that’s another sort of avenue we’re seeing organization sort of really harness in. Some cases were actually having, like, there’s a staff person whose sole responsibility at the virtual event is to monitor the chat and thio, address any donor questions or also to just really pump the pump. The people that are watching the show up right, like get them engaged on dhe sort of start the conversation. Uh, you know, somebody what you would do you see, like in a live event at at a table, right? People are commenting and watching and engaging on the show, and we feel like that sort of helps. It helps the fundraising in the long

[00:25:51.44] spk_0:
term. And Josh, I’m assuming one cause is a is a platform that offers this these functionalities that we’re talking about.

[00:25:59.64] spk_1:
It is Yeah, yeah, yeah. We do offer virtual virtual event center, sort of ties all that together on DSO. I think, you know, there’s there’s a couple other components depending on sort of what you’re looking, um, at accomplishing or how you want to set up your event. We definitely can help you with that, but yeah, I think between text messaging, the live chat, virtual streaming or even sort of broadcasting pre recorded videos as we just talked about, you know, we have We have tools to help nonprofit organizations make that really easy on. Really, really smooth. If they’re if they’re looking to make the move from in person toe virtual event,

[00:26:38.94] spk_0:
take us to the post event. Now, Josh, what does that messaging look like?

[00:26:43.74] spk_1:
Yeah. I mean, I think the post event really is, um we’re looking at some of those tried intrude best practices, right? Like you’re still gonna want to do the personal Thank you. Note. You’re gonna still you’re gonna look at all your data and who make who made a donation at that virtual event right Onda who made, you know, silent auction purchases on D do that outreach post event. And then I think it’s really, um, you know, if you have new if you’ve acquired new donors is part of that virtual event right, you’re gonna want to do You’re welcome. Siri’s. You’re gonna wanna take those people through very much like you would do in person event. You can get creative with social or online channels, right? You could as an organization. Do I Thank you. Video that gets pushed out through your social channels Or just, you know, it could be an instagram message or image, right? Thinking people who attended s So I think there’s ah lot in that post event, right? I think there is. A lot of it remains the same. Andi, guess right. We can also bring in text messaging, right? You could do a post text messaging as as a as a way to think, people. Uh, Mike, what did you guys dio a ce faras posted that wrap up.

[00:28:40.14] spk_2:
We always send a thank you email. We were in a unique position with our September event. Um, in that first holes, phenomenally successful, we raised over $2 million had great viewership of the Livestream. Um, and you know, we were facing the election coming up. So our campaigns and organizing team was highly interested in engaging these folks to see um, if they would doom or it was great. Is everybody who was, ah, supporter of our September event was ready to doom. Or so we gave them additional ways with the organization to connect eso that they’re not just sort of writing checks, but they’re also sort of getting the work done alongside a lot of the staff, which was really, really, really transformational for us is an organization. This year it’s It’s actually one of the things that I look at 2020 and think about. Wow, I never would have imagined that that to go like that, but it did so

[00:28:54.14] spk_0:
excellent. Did you use a lot of video afterwards? Video clips to remind folks of the experience.

[00:29:01.54] spk_2:
We had one video message from our host that we emailed and texted out on dhe. It was basically just a big thank you. Um, and I think it was a reminder that the auction was closing because it went a little bit a little bit longer and sort of last ditch. Like if you didn’t make a contribution and you’re feeling like it, then then don’t let us stop you. So, um, u m and that went really well. So

[00:29:26.84] spk_0:
and what was the I know you said raised about $2 million overall. What was the proportion of the 8000 overall who e either gave or contributed by the via auction versus non donor?

[00:29:41.60] spk_2:
You’re asking such so many data driven questions? Things,

[00:29:45.83] spk_0:
non profit radio Don’t hold that. Come on. What are you expecting? I mean, the host is lackluster, but the conversation is not Wow. Well,

[00:30:18.74] spk_2:
I mean, way clearly had about, you know, 800 people that make contributions for tickets. E would say that. I mean, this is a very hard number to quantify, because between our our ambassador fundraising campaign that the the ticket premium sales and the auction I’m making a guess and say we probably had

[00:30:21.64] spk_1:
it was a lot, right?

[00:30:23.12] spk_2:
Yeah. 2500 people making contributions at varying amounts. So

[00:30:28.54] spk_0:
just trying to set expectations. You folks, um, context, Okay,

[00:30:32.69] spk_1:
any one of the things that we’re also seeing as a lot of these virtual events are bringing in new donors for a lot of the reasons that we previously discussed. And so it’s making sure that you know what we’re advising our partners, our clients is that, you know, making sure that as you’re bringing in those new donors, that you have a way to engage them, right and that there there is. There’s a set plan to do that follow because it’s more than just the event. Follow up, right. You have new acquisitions, and now you gotta get them engaged into your mission and your messaging and make them, you know, become routine. Regular donors on DSO. I just think I don’t caution, but I think it’s just something to consider, right as you’re looking to do this, virtual that because it’s a lot easier for people to plug in and they don’t have toe, you know, go to a hotel and they can just turn on on from their from their living room, right? We’re seeing this high number of new new donors, and so figuring out the strategy around that is really

[00:31:37.47] spk_0:
important. Well, maybe not a caution admonition. You’re admonishing admonition that, and that’s consistent with face to face events. I mean, you had your you just You have to be thinking through what you’re going to do for the for the folks who came to your what used to be a face to face event, you know, they were brought by ambassadors might talk about the ambassador program. And so they were. They were brought by folks who needed to fill a table in the past. Excuse me, but they were They were new, new to the organization. And so you wanted to suss out. Are they interested in a long term engagement or they’re really just don’t wanna hear from us anymore. They were doing a friend a favor,

[00:32:10.15] spk_1:
right? Right. Well, then, yeah, and then trying to figure out how you could build that relationship, right?

[00:32:47.94] spk_0:
Uh, and, uh, you know, there was. I don’t know if I don’t know if it’s true or not, but just intuitively in the face to face events. The folks got these new acquisitions, got something out of it. They got they got cocktails and a dinner. Um, now they don’t get that. So maybe there maybe they’re more likely to be interested in the in the mission because, I mean, all right, so they’re giving up less time, but they’re getting less for it. There’s no there’s no free cocktail hour and and and dinner. So maybe I’m thinking maybe they’re mawr invested virtually even though they’re spending less time. But still, time is valuable. You know, they’re not even getting free drinks out of it. So

[00:32:57.39] spk_2:
I would say you’re onto something, tony there because folks have been looking

[00:33:00.90] spk_0:
Thank you for rescuing me. Thank you. Because I wasn’t even sure that I wasn’t sure if I waas Thank you, Mike.

[00:33:05.70] spk_2:
Folks are looking for those take action items in their homes. So if you’re able to provide those to them in conjunction with these with these with these virtual events, um, they’re much more apt to take them as opposed to, you know, they have a nice meal. 129 cocktails. And then the next day, they think that was great. I wonder if I will do that again, and then you’ll see them again next year, as opposed to the next day. They’re sort of like Okay, well, I can sit here, and I can get involved with this organization in ways that I haven’t before That you know, isn’t far off. And I think I think you’re definitely right. That that this leaves Thio, it lowers the bar for entry into further engagement with it with the organization.

[00:35:39.04] spk_0:
Yeah, all right. I think that’s a perfect place to leave it. My savior, Mike Wilkinson. Thank you for that. Deputy Director of Human. I’m sorry. Deputy Director of Events at Human Rights Campaign HRC dot Organ at HRC And Josh Meyer, Uh, senior director of marketing at one. Cause one cause dot com And at one cause Mike and Josh. Thank you very much. Good ideas. Thanks. It’s time for tony. Take two. I’m hosting a new free webinar planned giving five minute marketing. It’s kind of nice hosting my own webinars. I did one in November. We had very good turnout, so I’m hosting one this month in December. It’s another quick shot. 50 minutes on planned giving marketing how to promote the idea of planned gift to your prospects. Who are the prospects? What’s the message and how do you get it out? Multi channel. Plenty of time. Also, for your questions? Absolutely. My favorite part is questions you can register at planned giving accelerator dot com slash webinar. It’s on December 17th. I hope you’ll be with me. That is tony. Take two. Now it’s time for personalized video. It’s a genuine pleasure to welcome my next guest, Matt Barnett is Papa Bear at Bon jour. Oh, he launched from Sales Hack for his first business, where he would send every new lead a personal video to delight and surprise them. His goal is to be the next Zappos to be the most loved brand in the world. When he’s not making videos or products, he’s out tagging bandicoot ce for wildlife research. He’s with us from Sydney, Australia. The company is at bon jour, oh dot com And at Bonn jaro app. Matt Barnett. Welcome to non profit radio. A pleasure. Pleasure to have you, uh, I’ve been doing this show for 10 years over 500 episodes, and you are the the most remote guest by far before this. Yes. Uh, before, before, this was your home was from the UK.

[00:36:07.13] spk_3:
Good. Good to hear. You should get some more. Ozzy’s a lot going on here, Especially the environmental side of things raises its head. I think

[00:36:21.83] spk_0:
and and and speaking of, well, environment or animals, what are you tagging? Bandicoot? What’s a bandicoot?

[00:36:23.63] spk_3:
Have you ever played the game? Crash Bandicoot? They are nothing like that. There are small marsupial. Looked like a get a rat with a long nose but have pouch with the care of the babies. On dhe, they dig around for grubs and roots. We go out and tag Aziz the isolated population and one the headlands here, where they’ve got certain genetic traits. And we tagged those monitor them and they’re great case study for for the animal in isolation. Also collecting the wildlife rescue we have you know, we have a python living in our basement. It’s very It’s very Australian out

[00:36:59.19] spk_0:
here, marsupial. So we don’t use that word too often here. But kangaroos are marsupials as well, right? Is that

[00:37:07.53] spk_3:
you guys have you guys have them? You have a as well.

[00:37:23.13] spk_0:
Okay. Thank you for educating me about wildlife in the, uh so it’s good to have you. Good to have you from Sydney. Um, personal video. What do we What are we talking about when we say that personal video, What does it look like?

[00:37:31.43] spk_3:
Eso what it is is essentially sending quick asynchronous. They’re kind of one sided personal messages that are targeted towards individual Boehner’s in this case. So if someone dropped, if someone gives donation, then having won the team within a few hours, we can say, Hey, Mrs Jones saw that you donated $734 to the cause. Just wanna let you know how much that means to us. You know, the money is probably gonna be used here, here and here. And just again, Thank you for a while. Support on. So the idea here is very quick messages that are shot on desktop or phone. They’re not edited, nothing else. It’s just a piece comes on its directed act. An individual rather than a piece of concerts used again and again, again, generically.

[00:38:24.02] spk_0:
Okay, one time. One person, one use. And they’re probably watching it on their phone, Mostly. Exactly. Yeah. Okay. Okay. I saw somewhere you call this the, uh, purple cow of donor engagement. What is that? What do you mean, there?

[00:38:26.02] spk_3:
Yeah, it’s actually it’s actually that’s actually quite fun about one of our clients because I think you’re international in the States. um se. So I guess it’s kind of a secret weapon that they used. They’ve used on a quality campaigns during the recent pandemic, because what they find is that going that little bit extra, I think I think it’s a really like linking donors to benefactors, especially if that could be done so in their in their cases. Actually send videos from schools in Africa to donors, Um, is just it’s like for three second investment. The impact it’s having on donations on be engaging lapsed owners and getting donations that don’t have to increase the nation’s isn’t saying it’s kind of off the charts they’ve ever done. I mean, it makes me it makes it might, of course. Of course it makes

[00:39:20.12] spk_0:
sense. Yeah, Andi think purple cow comes from Seth Godin that, you know you would if you saw a cow would be no big deal. But if you saw a purple cow, you know, then you’d be tweeting it. You’d be taking pictures, you know, it would stand out. So it’s a pattern interruption. We do something special on dhe. That’s that’s that seems like a feature of one of many features, like It’s something special it? Tze personalized. It’s sincere, right? I mean, you’re you’re looking at the person on your phone there speaking right to you. They’re saying your name there, thanking you. It’s it’s like it’s human.

[00:40:00.91] spk_3:
Yeah, like there’s like there’s incredible power in the name way. No, this year, I think Andi And then the other thing is that the the authenticity of it as well? I think I would suggest that authenticity is it’s a challenge day, a fake news that I said So I think I think that really is coming through, I think, especially where you know many of our experiences, our distance, you know, even prior to the world situation as it is today because the way we work gain that bit of community connection back again on doing it in a surprising, authentic, like the way it joins the light is because it’s not expected. It’s because because the bar is so low, it has a huge impact on the Barlow we could rant about again. I think it was just so much opportunity here for anyone willing to put it more often.

[00:40:47.33] spk_0:
Yeah, and we’re talking like 45 seconds or a minute, right? These air. Quick, Quick shots. Minute maximum. Okay. Is that one of your tip? Is that one of your? Is that a best practice? Keep it short.

[00:41:30.21] spk_3:
Yeah, I think there’s an engaging point of view, I think, within the women Charity Specter within down space You know, you could talk more like Absolutely, But the reality is you don’t you don’t need to. It’s not about It’s not about doing a sales picture and that, yeah, it’s just acknowledging. So it’s stopping for your danger, acknowledging, you know, a customer client a don’t know that that’s what you were doing it. It’s not even about the video. The video is the medium that that shows that you’re willing to do this, but it’s actually the time. That’s really what you give me, but you’re saying you are worth might be one of my teams. Time to stop. Just thank you in person. If the 22nd. That’s fine. Yeah, obviously you’re doing a lot of these from from the person doing the videos. Shorter means you can get them or easier as well. I mean, that’s an aspect to it. Less than a minute is all it takes.

[00:41:48.71] spk_0:
Yeah, and I like that. You know that you took the time to thank me personally in in a surprising, humane way. Yeah. Yeah. And, uh, you know, there’s a you know, you said I mean, there’s a there’s a there’s a connection there, you know, you’re looking right at the person you’re saying their name again. I gather, that’s I I see that in a lot of the the advice to that some other interviews you have done, you know, you got to say the person’s name mean that Zamora it’s personal. Yeah.

[00:42:07.40] spk_3:
Say the name. You know, like, if you’re able to see, you know, we’ll try to help you here. We’re trying to show you kind of actually where they’re based. What donation amount is how long they’ve been a donor. So you can customize what you say you go, the further you can. You know, I see you’ve been with us for the last three years. You know, everything you put in this on now, I think especially specifically here. This is what saying earlier is the idea of like connecting the dots so down into benefit. Like, what is that? You know, $734 done like specifically. If you’re gonna line this, there’s amazing people. It’s storytelling, you know, People go. I could see how that dollar makes difference. And quite often, you know, for me, like for us as a company way gives charities. We do this as well. The key thing is about impact. You know, we’re on enterprise cut like company. So and what we’re giving is not a million. So I’m like, right, I wanna make sure every dollar counts. So what’s the impact on this thing here? What you’re doing is you’re making it much easier for customers to see sort of donors to see the actual impact with dollar. And that’s what’s gonna make me stay with you. Be a donor for life versus, you know, switching other causes This time gets on.

[00:43:13.40] spk_0:
I saw one example where a non profit linked to a video. And so in the in the video that they sent to the donor, there was a link Thio, like a mini documentary about how the money is used and what the what the organization is doing.

[00:44:31.99] spk_3:
Yeah, and so s so you know the other part. This, obviously is that when you’re using this be this’ll kind of communication. It’s very hard, quite engaging. So you have an opportunity there. Thio, take that storytelling further, potentially ask that donut can take the next step. So in that case, what they’re saying is it Thank thank you in person, um to show you what it is go and watch this. And so what we’re doing is obviously driving traffic, but those videos of you getting a lot more views off the back of those those combined with the fact that take a long time bringing back in lapsed owners get people thio up their donations, increasing the nation’s obviously stay around. Some Chinese used that Teoh they’re available. They’re subtle. They’re like, Here’s a little bit more body or here’s a link Thio Share the story on social or, you know, here’s here’s our latest campaign we’re doing We’re building X Y Zed, please gonna be more about, you know, on inform yourself as well. So it is opportunity here. They’d be starting conversation that that’s not a it’s not a lycan endpoints. It’s the start of, you know, the next piece of engagement which can lead Thio. You

[00:44:35.06] spk_0:
wanna have some kind of a call to action, right? Have them do something beyond just beyond beyond the thank you. And so what are the use cases? Have you seen for nonprofits? Aside from donations, what other? What other uses are are nonprofits. Putting personalized video to

[00:45:04.75] spk_3:
E because it was just here is taking time with the individual donor. It tends to get so intense it used with donors and partners. So it’s being used either on on daily Drive, just as a daily habit. So anything comes in your thank you’s Ugo campaigns as well so specific drives they’re doing. We get used a lot for laps for lapsed donors. So reengaging past owners A ZX. Well, bring them back into the fold.

[00:45:14.19] spk_0:
Okay, so something like, you know, you haven’t been with us for a while. Exactly. We’d love to have you back. Here’s here’s what Here’s what our work is And here’s Here’s a link Thio what we’re working on now or something like that,

[00:45:43.59] spk_3:
Yeah. You know, obviously informations we’re just trying to do is to re engage those those users and be like, Look, this is what we’ve been doing in the last two years Since Since you’re with us, we’ve come a long way. Here’s what the impact you made. And so what I can do is to re engage me. Some of your customer base, especially ones that you know, are potentially large backers or more torrential backers to bring them back into the fold, especially especially with the younger child. Is that growing up where in the year the impact they’re making is exponential because of the movies they’re making?

[00:45:57.59] spk_0:
Um, I could see you know something like for volunteers. Do you know, if you just want to thank someone for having spent an extra 20 hours the past week doing extra volunteer work for the organization, stuffing backpacks for for Children, going back to school, where you know most people do five or 10 hours and somebody does 20 or something, You’re just a little shout out to them. I mean, it could be a simple thank you like that, right?

[00:46:55.48] spk_3:
Yeah, absolutely. That’s why we use that way. Get used internally on teams, especially when people have quite, um, probably less engaged volunteers. Nowhere like people like May. So I’m involved in a wildlife system called called wires, which which is huge really, although firefighting states in Australia where you know it’s massive again with us, where we’re not necessary is fitting underneath people above us, you know, we’re not turning up for such thanking people who are less connected as well. Like you said, the ones that go above and beyond for their work like it, it’s one Does that to you, Like you know, it’s all worth it. You know, like again, again, again, it’s connecting. What I’m doing is a volunteer to the end result. So again, it’s back to the impact Peace. Like, um, I’m making an impact. Has someone noticed the work I’m doing because you haven’t noticed? Maybe I should put my time somewhere else.

[00:47:19.18] spk_0:
Yeah, eso like anytime you would think about writing a thank you note, you could consider ah, personalized video.

[00:47:32.28] spk_3:
Yeah, I think so. And this is like it’s not the answer to everything. And this is just another arrow within. Within your quiver on. Great. There’s different ways. Toe communicates, I think, with the video. But here’s the thing. It again. It’s not about the video that the fact that you can get it across the authenticity it’s you yourself, you know that 70% of communication is in the face the face. Yet it’s not even in the tone of voice. So if you get across people love it. They connect with it better. I just think Video’s amazing medium for this. Ah, nde on the other side. It’s a lot quicker than sending. You know I’m more cost effective than than writing a thank you elements and that off. It’s definitely worth try

[00:48:42.97] spk_0:
time for our last break. Dot drives dot drives Engagement that drives relationships dot drives is the simplest donor pipeline fundraising tool. It’s customizable, collaborative, intuitive. If you want to move the needle on your prospect and donor relationships. If you want to get folks from prospect to donor, get the free demo. As you know, for listeners, there’s also a free month. Go to the listener landing page at tony-dot-M.A.-slash-Pursuant. We’ve got but loads more time for personalized video with Matt Barnett and and you’re right. I mean, you see so much more, you know, written words. You know, that’s one Dement Well, all right, this is one dimensional too, but you can hear the person’s voice. You could see their expression when they say thank you. See their smile? It’s It’s so much more engaging than, uh than a hand written note in certain or even type you know, the word word word document on you.

[00:49:05.32] spk_3:
Show them any of the most powerful things which, which is hard to dio, is when you know, like we see people doing these videos like with kids and schools in Africa or they do it No wallowing like a wildlife center or they do it while that one the one camps with everyone about behind them. Ah, nde, You’re not just gonna shoot you like Look, look, this is this is this is the impact like check it out. You know, this is what’s happening so that that’s that’s that’s become a wow stuff. It is. It is hard because you’re always in their situations, but when you pull it off people just it compared to a leather like it’s like seeing is believing, you know,

[00:49:39.97] spk_0:
now does does the team at bon jour. Oh, that you’re the papa bear of Are they able to see all that? Can you see all the videos that people do?

[00:50:25.46] spk_3:
Eso accounts accounts of private? If we asked, So what we will do it, especially with non profit. So we personally like me and probably a few. The team members are pretty driven. We do the whole one sense. We talked about as much time as we can. We tend to get on calls and consulted held by non profits, get most system. So when when we do that is one thing we suggest is that we have permission. Can we come in and have a look on? You could use a few examples. And then what we could do is experts is kind of suggest otherwise. From what we’ve seen up to the user, Uh, obviously the only other thing is that call them privacy privacy reasons. Then myself and my CEO could do that. Otherwise it will, Private. It’s all off the record.

[00:50:49.16] spk_0:
Okay, Because I want to know if people are using this for, uh, you know, for prurient, uh, illicit in place of sexting. I’m gonna send you a I’m gonna send you a or Oh, yeah. Are you seeing any of that? The only thing we’ve

[00:50:50.07] spk_3:
seen is we have some swingers clubs.

[00:50:53.40] spk_0:
So what? Swingers clubs? Yeah. Alright, alright.

[00:50:56.28] spk_3:
However, however we talked of you. It’s not being used in that way. It’s being used as a lead generation, like business funnel. Let’s just look at it like, Well, that makes sense.

[00:51:12.46] spk_0:
So right. Okay. Ah, funnel. Okay. Again,

[00:51:13.10] spk_3:
again, again. Look like how we used during private, You know, of course, on users can choose if their recipients can share the videos. And non profits were, like, let let them share them. Because if they take it to him and say, Look what I got off the heart foundation, thanking me for my donation like that. That’s awesome. Yeah, that’s awesome storytelling. But if you want to be used in privacy, then we could lock that down.

[00:51:39.26] spk_0:
Oh, yeah, These are right. Incredibly terrible. Yeah, yeah. Um and this is this is you know, this is also consistent with what I’ve had a lot of guests say, and I’ve said on this show many times that that in doing production that in doing video, uh, sincerity always trumps production values. You know, you don’t have to have a fancy Mike. You could do this. You could You could do this walking to your car. It doesn’t take fancy studio when it’s genuine. And sincere

[00:52:02.45] spk_3:
like like Abbott’s, like real life, you know, like like like Like, who do you trust more? The guy in the perfect tailored suits or the guy wearing a T shirt has got fun with enthusiasm, you know, like like shake your hand and hugs you. I’m gonna go with that guy every time, like it’s the same thing, you know?

[00:52:18.35] spk_0:
And are you seeing, uh, Mawr use of this during the pandemic? E mean people are so much more accustomed to seeing each other by video. Now are are you seeing a burst since, uh, since March?

[00:53:16.75] spk_3:
Yeah, like I think it’s helped. I think it’s helped in terms people overcoming you know, the Fear video, which I think comes from the idea that video has been the car medium of film for so long that you put on on on a pedestal. Now, realizing it’s it’s not that it’s just the same as having a coffee. So I think we’ve people using Zoom people getting a video calls. Mawr has obviously made people realize that actually videos easy on dso. There’s a mental pieces become over. I think there’s also a challenge that living in a bit more to disconnect environment the moment we’re struggling. Thio connect Obviously not with team members on my partners and do things like this, but with their customers as well. And so we’ve been adopted, like in that space and videos being more adopting that space to help keep those relationships going where you couldn’t. But you can’t have the coffee or or go to the conference today. You know,

[00:53:18.15] spk_0:
um, want o share a good client story, somebody that another one where someone used it successfully and saw an increase in gifts or volunteering. Whatever. Yeah, yeah, we just

[00:54:00.06] spk_3:
we just that given we just doing that with the Heart Foundation here in Australia, which is a large organization s made a lot of work in schools in the big A little school fundraising. So they did two things. Uh, they went out and they did what he said. They congratulated the Children who got the biggest fundraisers. So the whole team went out on just engaged with those high performing kids from organization directly, whereas normally they would always be kept a kind of arms on the other than it did in the way that where they were, where the kids were raising funds was through skipping competitions on trying to kind of crazy skipping competitions. And so, it turns out, quite your team on the heart foundation, our next level skippers, where they’re doing tricks and stunts. And so those team, we’re sending our videos through the kids in schools being like Okay, right, whoever you could do this and basically challenging them to kind of come with crazy stuff. And so, like, really engaging with again directly with kids rather than just the teachers, which ultimately they have been generated $45 from just one of the schools. I think the private previously with them $5000 because they got a LH the Children themselves so much more engaged that it became a real driver. Whereas there wasn’t one of those fundraising things you do at school. So it’s interesting again. Is that connection between the cause and the people doing the fundraising?

[00:54:55.94] spk_0:
You’re seeing Children, too? I mean, that’s a heart string. Yeah, Heartstring puller.

[00:54:57.64] spk_3:
Yeah, exactly. Um,

[00:55:00.54] spk_0:
um what else? What else should we be talking about? That I I haven’t asked you.

[00:56:32.93] spk_3:
I think like so. It’s just like beyond your personal video, but I think just the idea off personal. So the idea of personalization of scale, the idea of taking a little more time with customers like we haven’t here that way where we say automate process, but not relationships. But I think I think you take that into into any aspect you’re doing in terms of customer engagement or in terms of marketing on. So I think where on where you can, where you can start to personalize your experiences and your customer experience, like your your donors or your partners, or to your or anyone who engage in the organization, you are going to get better results. You know, I suggest you probably get a return on any of the extra time that you put in. So I think, you know, we start to come past the stage where you send the yearly update and you’re like, This is what the fund has done this year, and these impacts were made to yeah, as donors like, we want to know what our dollars are doing because we have so much choice because we’re being picked all the time to invest in different areas way do bounce around, especially my generation. So you look kind of like between e. Guess Young, young, um, young Corporates, young people making decent money, who have now, for the first time, I got my to spend on causes they’re passionate about. I’ve got on there’s good money to spend where we’re gonna put it. It’s gonna be hard to know. So it’s just that way you could pursuant experiences and you connect people with people like ultimately, If that happens, the decisions easier for the benefit of me. Because I go What I know these people. Therefore, I believe my money will go further here. That’s not obviously necessary. True, but that’s that’s how you feel. So I think, you know, the more we could do personalized customer experience, customer journeys. Being through video will be it from any other means on. There’s a lot of smart systems out there now that start to tell you more information about your donors so you could do that. I think the more you connect the end benefactor to the donor as well, it’s super important. You know, You see this doing on products now where if you buy products that are fundraising, you could look at it and it’ll tell you the journey of the dollar and where it goes, the more you could do that. Connect the dots, which in space technology is a lot easier. I would argue again, the mawr likely here you have a of keeping donors for no, not a year, but 10 15 2030 years.

[00:57:37.63] spk_0:
And based on how you make them feel, you know, there’s a lot of research that says people people are less likely to remember what you tell them, but they’re they’re very likely remember how you make them feel. So if you make you make them feel special by doing personalized special things, like notes or videos or, you know, connecting connecting them to their to the impact of their dollar, that that’s all that’s all feelings and that stuff is in the heart. Once, once we hold a cause in our heart, then our our brain will say, you know, go ahead and make a donation.

[00:59:25.42] spk_3:
Yeah, way give, because it makes us feel good. Like we’re satisfying human urging, you know of doing good. And have you looked at it, You know, from, uh, whether you’re, uh, wanna be a possible or negative about it. You’re like it. We’re doing it. We’re doing it for a personal reason. I’m doing it because it makes my dolphins go. I feel good, like I could get back eso you need trigger those on storytelling on connection does that. You know where things would have worked 10 years ago because now there are so many causes and so many systems, and so just just generally get the average person gets 65 notification today from emails and SMS. Everything else like How do you cut through that? Like it’s hard like everyone’s, You know, you’re not just competing against other nonprofits. You’re competing against every single person who is contacting this individual ornate, multiple times daily basis. So you need you know it’s not. It’s not whether you could do better than that. It’s not whether you can get the attention over another cause. It’s whether you could get attention over other businesses and everything because the dollars could go anywhere on That makes it incredibly hard. But I think with with with good causes, you have this massive benefit where you are like like like like you pull heart strings like no else can like you have these stories, you have these stories. You have these people, you have the good things of doing. Just how do you get that to the individual?

[00:59:28.02] spk_0:
Interesting when you say, you know you’re not only competing with other nonprofits, but also businesses. But also you’re competing with every app on the person’s phone that that for which they have notification set, you know, So that could be their stock. That could be their their their their stock trading account. Uh, it could be their bank. It could be their newspapers. You’re competing with every everything that’s tugging at their attention. But here, you know, you do something personalized, sincere, genuine, quick shot 45 seconds. And it’s it’s something unique in their day in their weak easily.

[01:01:14.31] spk_3:
Yeah, I think it s I think communities play a big part here, and this is well, so building an active private community for for everyone involved because that’s where conversation start to happen. Because I think there’s a There’s another piece I like RL interesting. Yeah, which I think most realizations don’t do the best job off. And this is around the advocacy side so often we will focus on on the new donors. And, like when on the next one, like it’s much easier to grow donations from your existing community was than his mom from new ones. I think the way to do this is to make U M. Into what I call super fans. Yeah, this applies to business. That’s the challenge. That’s everything else you want, people who are going to rave about you and talk about you. And to do that, you need to consistently engage them. I always think about with its about making lifetime. Dana is not not single donors. So if you’re not running an active community or if you’re running a community just like it’s not just about talking, it’s a two way peace. If you’re not making this active, I would challenging to look heavily at that because that’s where you can make your connections happen on the quiet to scale as well. Um, so I think a lot of times they don’t do a good enough job. This it tends to be a lot of one way Commons versus two ways on again. I look at that. I’m like this opportunity because most of us are not in many communities, we get lots of all my stuff we’re not want to in the community. You instantly start to cut through that because, you know, you get medications for my community and your prioritize those. Like if you know, if you’re if you’re small, if you’re starting up, it could be a WhatsApp group. It could be that simple, but looking for ways to cut through with something, that person is going to keep this a priority and know that whatever comes from that is one they’re gonna open.

[01:01:47.81] spk_0:
And that’s when you get to the stage where they start missing it. If they’re not hearing from you, it’s been a couple of days. There’s been a week or something. I haven’t, You know, I haven’t heard from this. You know this group where you know where they’ve been. So

[01:02:00.00] spk_3:
if that happens, it happens. You’ve done it.

[01:02:57.90] spk_0:
That’s the gold standard. Oh, yeah, that’s a that’s a gold standard. That’s Ah, that’s Ah, triple play. But I’m not very good at sports, but that’s Ah, that’s Ah, home touchdown. So, yeah, when they start missing you, um All right. All right. Went thio. I feel like way we’ve given, like, enormous motivation for why, why people should look a TTE not only personalized video, but just personalized action. Personalized engagement. You know, we talk so much about the community talking about sex segmentation, but this is segmentation to the smallest possible degree, the most segmented to the individual, not to the collect, not to a collective of of 50 or 100 or 5000 who are devoted to petition signing for for your cause, you know. But this is the individual. After they’ve signed, it’s it’s it’s hyper personalization, hyper segmentation, which is called personalization, I think.

[01:03:36.30] spk_3:
Yeah, yeah, I think in order to tackle this again. So my suggestion is it may seem overwhelming, but you need systems that are quick to do so They need to work out the time you put in. But you also need need need toe like bring in, bring in anyone involved in the cords. So talk about, for example, be take myself his involvement in the wildlife rescue. Face it to May. Would you mind thanking you? Don’t of a day like sure. Yeah, like so. Like use your use Anyone who’s volunteering like get him to help us. It’s like you have a I think it becomes easy If you could spread it amongst enough people. The other thing is obvious to say, segment out and go like not all donors are equal. Maybe in terms of like value their big in terms like the dollar valuables in terms of the influence and that kind of reach they have as well. We’re engaged. They asked, may be focused on those first start with those and then start being down. Um, yeah, the smart ways to do it. So like like anything start small. If it works and you essentially get return on investment much, I hate that term. Then then you could start to work out how to scale it more because it was working like Like it doesn’t matter like it will scale. It will pay for itself. Just take a small step, But don’t get too overwhelmed. Begin.

[01:05:16.99] spk_0:
All right, Matt Barnett, Papa bear a tw bon jour Oh cos at bon jour oh dot com And at Bonn Juro App. Thanks very much, Matt. Good to talk to you. Pleasure. Thank you. My pleasure. Next week, your annual report as a marketing tool. If you missed any part of today’s show, I beseech you. Find it at tony-martignetti dot com. Beseeches Still good We’re holding on to that not losing beseech were sponsored by turn to communications, PR and content for nonprofits, your story is their mission. Turn hyphen two dot c o and by dot drives Prospect to donor simplified tony-dot-M.A.-slash-Pursuant for a free demo and a free month. Our creative producer is Claire Meyerhoff Shows Social Media is by Susan Chavez Mark Silverman is our Web guy, and this music is by Scott Stein. Thank you for that affirmation. Scotty, be with me next week for non profit radio big non profit ideas for the other 95% go out and be great.