Tag Archives: Community Catalyst

Nonprofit Radio for August 24, 2020: Text More & File Cleanup

My Guests:

Ann Marie Ronsman & Alli Stephens: Text More
Volunteer training. Board work. Continuing ed. You can do all these and more by texting, with its high open and engagement rates. Our 20NTC panel explains how. They’re Ann Marie Ronsman and Alli Stephens, both with CASA Child Advocates of Montgomery County, TX.




Julie Chiu & Ilene Weismehl: File Cleanup
Are your digital files a mess? Can’t find what you know is there and co-workers putting files where you think they don’t belong? Julie Chiu and Ilene Weismehl share their tips on organizing, creating and maintaining clean shared folder drives. Julie is from Cara Chicago and Ilene is at Community Catalyst. This is also part of our 20NTC coverage.




Listen to the podcast

Subscribe to get the podcast
Apple Podcasts | Spotify | Google Podcasts | Stitcher

Get Nonprofit Radio insider alerts!

I love our sponsors!

WegnerCPAs. Guiding you. Beyond the numbers.

Turn Two Communications: PR and content for nonprofits. Your story is our mission.

We’re the #1 Podcast for Nonprofits, With 13,000+ Weekly Listeners

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

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

View Full Transcript
Transcript for 503_tony_martignetti_nonprofit_radio_20200824.mp3

Processed on: 2020-08-21T17:10:57.647Z
S3 bucket containing transcription results: transcript.results
Link to bucket: s3.console.aws.amazon.com/s3/buckets/transcript.results
Path to JSON: 2020…08…503_tony_martignetti_nonprofit_radio_20200824.mp3.338064872.json
Path to text: transcripts/2020/08/503_tony_martignetti_nonprofit_radio_20200824.txt

[00:02:27.01] spk_0:
way big profit ideas for the other 95%. I’m your aptly named host. Oh, I’m glad you’re with me. I’d come down with hyperhidrosis if you made me sweat about whether you’d miss today’s show. Text. Mawr Volunteer Training Board work. Continuing ed You can do all these and more by texting, which has high open and engagement rates, are 20. NTC Panel Explains how they’re Annemarie Ron Zeman and Olly Stevens, both with Casa Child advocates of Montgomery County, Texas, and file cleanup or your digital files a mess. Can’t find what you know is there and your co workers are putting files where you think they don’t belong. Julie Chu and Eileen y Smell share their tips on organizing, creating and maintaining clean shared folder drives. Julie is from Cara Chicago, and Eileen is that community catalyst. This is also part of our 20 NTC coverage on Tony’s Take two. A free how to guide were sponsored by wegner-C.P.As guiding you beyond the numbers wegner-C.P.As dot com and buy turned to communications, PR and content for non profits. Your story is their mission. Turn hyphen two dot CEO and in a couple of weeks will have a new sponsor here is text more welcome to tony-martignetti non profit radio coverage of 20 NTC 2020 non profit Technology Conference conference, of course, had to be canceled. We are continuing, persevering virtually. We are sponsored a 20 NTC by Cougar Mountain Software Denali Fund. Is there complete accounting solution made for non profits? Tony-dot-M.A.-slash-Pursuant. Martin for a free 60 day trial. My guests on this day to coverage are Annemarie Ron Zeman and Allie Stephens. They’re both with Casa Child Advocates of Montgomery County outside Houston, Texas Casa, of course, court appointed special advocates. And Marie is director of training. And Allie is marketing and communications director. Ali and Marie. Welcome.

[00:02:39.94] spk_1:
Thank you. Glad to be

[00:02:40.82] spk_2:
here, gear.

[00:02:42.10] spk_0:
I’m glad we’re able to work this out virtually. So

[00:02:44.60] spk_4:
you’ve been

[00:03:08.67] spk_0:
doing a lot on with Well, you’re you’re NTC Topic is using text SMS to train, educate volunteers and build community. So you have been doing a lot with text messaging for volunteers. Your board? How did this all? Ah, how did it get started? Was it started? Experiment And it blew up or what? To the point now where people are asking for the messages if they don’t get them. How did it get started?

[00:03:14.44] spk_1:
Well, when I came on board a little more than two years ago, we had some training challenges that lots of nonprofits have, which are, you know, limited space, limited staff time. And our organization has a little bit of an upside down volunteer models. So we have a small number of paid staff and a large number of volunteers. And of course, some of those volunteers air retired. But many are working. And so it’s hard, tough, a time that works for everybody. And then, of course, space. And so we came across this technology that was being used for training in Fortune 500 companies, and, well, why don’t we try and adapt it for our environment? And, uh, really, we’re not sure how it would be received.

[00:04:12.98] spk_0:
Okay, I love that You, uh, picked up something from from Fortune 500 from industry and and and tried it out. And so, like I said, So now people request the messages when they when they’re not coming, If there’s a lapse, they start wondering what happened to you.

[00:05:00.44] spk_1:
Yes. So we when we started, we were very worried that our training by text was going to be seen as an annoyance and that, um, you know, it was going Teoh be seen negative by our volunteers. And actually, the opposite has has happened. People enjoy the text, they look forward to them. And, uh, you know, sometimes around the holidays or other times, we have a period of time where we don’t do texts for training or sometimes we upload our list periodically. And there’s a glitch in our database and where people off the list and they send me an email and say, I’m not getting texts, where’s our training? And that’s about the opposite of what we expected.

[00:05:03.93] spk_0:
Yeah, that’s fabulous commitment that I love it. Um, now the the special advocates Are they attorneys or or not? You are some of your volunteers attorneys or no,

[00:05:17.69] spk_1:
um, maybe one or two. Um, you know, from fields outside of child welfare, but in intact

[00:05:22.58] spk_0:
money. Okay,

[00:05:32.80] spk_1:
In Texas, they’re all volunteers from various walks of life, which is part of what makes this training so valuable. So we have stay at home moms, and we have a retired superintendents, and we have, um, you know, it’s presidents from oil and gas companies. And we have teachers and and the whole engine that makes training a challenge, because everybody is coming with a different skill set.

[00:05:48.24] spk_0:
Um, and some of what you’re doing, Ali is is, um, continuing education training. Right?

[00:06:50.20] spk_2:
Right. So are advocates are our volunteers were actually required to have Emery? Is it 16 hours, 12 12 hours of continuing education annually after they have completed their first year as an advocate? We have pre service training. That’s 30 hours, plus three hours of court observation. But then, after that, first year service advocates have to maintain 12 hours of retuning education. So that was what Emery was talking about earlier. You know, it’s hard because it is managed wearing required, but in meeting on their names are volunteers needs, um, you know, it was a definite challenge, So just the way we thought it would benefit them and making it convenience. Um, And where they could basically watch or train at their time, their own time? Yeah, it’s worked well.

[00:06:51.47] spk_0:
And how about the board communications? What do you using texting for their

[00:07:23.57] spk_2:
So that sort of something we’ve we’ve just dipped our toes in, but I’m way sort of launched the Advocate training first on dhe. We thought that was a good Well, that was really our goal at first was to train advocates. But then once we sort of got into that, we realized there were lots of opportunities that we could train. Also are board members, possibly staff and yeah, in ways that

[00:07:25.24] spk_0:

[00:07:39.14] spk_2:
had not done before. You know, in person training was our primary source of training. So this was something that was experimental. And we’re expanding to board training now, okay.

[00:08:01.62] spk_1:
And our board members to come from a wide variety of backgrounds, and so they’re used to being the smartest and the best educated people in the room. And eso This gives them a way to learn about the field of child welfare. You know, while they’re waiting to board a plane or sitting and waiting for a meeting in the end and, you know, helps up to understand the work we do so that they can better help serve our organization.

[00:08:08.74] spk_0:
And this transcends generations. Do you say from Gen. Z to baby boomers, right?

[00:08:21.75] spk_1:
Yes. Everybody has really enjoyed it. And again, the baby boomers were the ones that we thought would not embrace this and really have they really have?

[00:08:25.64] spk_0:
Are they some of the ones who look for the messages when when they don’t come?

[00:08:29.64] spk_1:
Yes, yes,

[00:08:53.55] spk_0:
I’m thinking probably more so. Retirees and wondering what it’s time. It’s time for my training. Where’s my yes? OK, where the Gen Z’s brother like it’ll come and you know I know, I know. I’m still in the queue where it’ll come. Okay, Um so let’s dive into some of some of the details, um, on then. Oh, you’re also doing just in time training. So last minute, I guess, like court, court decisions or things like that. I’m sorry. Before we get into the some of the details, what’s your just in time training? What is that?

[00:09:31.14] spk_1:
Well, if we haven’t that, you know, something changes in the way either. Are you know, Department of Family and Protective Service is is working. They pass a new policy or the change in the way courts are working. OK now with the Corona virus. But we’ve been using our drip learning or learning by text, um, extensively to help give our advocates the tools they need to help our kids in this it remote impairment that we’re in.

[00:10:05.04] spk_0:
Oh, and I neglected to say at the outset there, I’m I know you are both well and safe, and I meant to say that earlier. I’m glad. You know, I’m glad this worked out, but you’re also both safe and healthy. No. Good. Um, so, yes. So that sort of breaking news, you know, like a new policy at the state level or at a county level or something like that. Okay. Um, all right, so let’s go in. I mean, so how does it How does it work? Logistically, Help. Help Listeners. Understand, I guess. What? What you need to set up like there’s a technology platform you need where you advance your advanced load messages or something like that. How does that work?

[00:11:49.08] spk_1:
Yes. So we work with a company called Engaged by Cell, and they are the hosting platform. And, um then we, um, with a left, some of our own materials. So Allie and I work together and make some videos and some different documents that might be meaningful for our organization. Uh, I also pulled a lot of materials off of YouTube off of, um, resource is from other sites. Articles urge. Um, the goal is that all the videos are articles can be completed in 3 to 5 minutes. And you know, really what research that was. Our attention span has continued to x shorter and shorter. So, um, we really have held fast to that type rain. And, um So when are advocates click detect, and that has a little sentence or to do about what the topic is. And when the link, they know that within 3 to 5 minutes, the activity will be a complete, and we use a whole host of different topics. Uh, what’s nice about it is you can set it up, you know, seasonally if you want to. So, uh, example, in our field of work, the holidays are very hard for kids that have experienced trauma. Um, and so giving our advocate some tips about how to help kids, how to help caregivers put things in place. Um, so that, um you can anticipate and meet the needs of the kids in their homes way. Also use it around back to school time. Uh, and so, um and then we use it for our organization. So for putting on a policy, it may go out an email, but it also goes out in text with learning, which we call drip learning. Andare learning by text has about 85% open. Right? Um, and as you know, email is much below that. And, uh, so we’ve had a lot of success with it.

[00:12:22.32] spk_0:
Okay, Ali, your marketing communications. So you’re writing, I guess a lot of the content that is already all you know, all the content that’s developed in house, as opposed to the content that Emery was saying She goes out and curates

[00:13:53.64] spk_2:
since a team effort. I mean, Anne Marie and I started sort of came up with what we call buckets. So things that we thought topics we thought would be useful, whether it was educational, ab, etc, medical advocacy, legal advocacy. Um, and then we rely on a lot of our staff who special. I have a variety of backgrounds, may specialize in sex trafficking or, um, family, you know, toddler aged Children or teens. And they can kind of help us, um, collect that content. Henry does a lot of research and digging up what and if it doesn’t exist. That’s when we create it. So that’s something that’s already out there. You know, we don’t were very small. I mean, Anne Marie and I are essentially a team of two and on staff total it costs. We have about 2020 paid staff members. Um, for volunteers. We have over 300. So there’s very few of us that, um can pull together the content for this so we don’t try to reinvent the wheel. If something already exists out there that that we like and is useful to our volunteers in terms of training, we utilize that. But if it’s something that is especially thing that’s unique to our county or are advocates, that’s when we do our own videos or own documents or our own and log posts or whatever.

[00:14:39.87] spk_0:
It’s time for a break wegner-C.P.As paycheck protection program. Loan forgiveness. It’s still out there staring you down. You need to get your forgiveness application in. Wegner has a free webinar that explains P P p loan forgiveness. Go to wegner-C.P.As dot com. Quick resource is and recorded events now back to text more with Anne Marie, Ron Zeman and Olly Stevens. It sounds like you have a whole, um, production schedules. Not right. But a whole schedule of when, When? Throughout the year. Different messages. They’re going to be going out.

[00:15:22.81] spk_2:
We dio um, when we first started, we thought we would focus on a topic like a specific topic each month. Where And we still sort of do that. You know, if it’s back to school, we’re certainly gonna be focused on back to school and, um, effects of of the destruction of our the disruption of schedule or lack of schedule for kids who have experienced trauma. But and really, we we do a lot of like Henry said just in time training articles that come out. Um, we just give them a variety of of materials and information to consider. Learn about.

[00:15:26.44] spk_0:
Do you have any tips for writing the, um, the text message that the person actually sees before they click through to the other content

[00:15:42.24] spk_2:
is turkey. I think we have in reads like 100 40 characters. Yes, you. We better

[00:15:42.74] spk_0:

[00:15:47.44] spk_2:
good at being succinct and, um, trying to make it enticing, But you don’t have a lot of characters.

[00:15:58.60] spk_0:
Okay. Um, So, uh, what else Um, yeah, I know you have high open engagement rates. What What else? What other ideas do you have? People like we thinking, You know, this could work for their volunteer training. What other advice?

[00:16:08.81] spk_4:
But when one of

[00:16:44.02] spk_1:
the things that’s really nice about it is that people can click the link when they have time to view it. So we have some people who click a distance. They get it. We have some people that are sitting at their kid’s soccer camp Saturday and maybe do a month’s worth of of texts at once. And then we pull a report on the back end. Um, and the way we’ve chosen a handle, it is, um, you give our kids five minutes of continuing education credit for each, you know, training that they do each strip learning. And then that does that doesn’t telling a lot of

[00:16:46.23] spk_0:
12 hours, right,

[00:17:50.38] spk_1:
right, But over. You know, it’s 40 minutes a month, and so over the course of a year, it does add up and, um, no, it just ah, and then also they can use that information that can pass along to placements where the kids are plate, you know, if they have a resource that ah, you know, video that they found helpful that they think might be helpful to a foster parent. They can pass that along to them. And although our organization is small and we haven’t used it a lot for training for employees in a look non profit that that has a larger group of staff members work equally Well, it’s a really im not particularly Tuckey. It’s pretty intuitive to use pretty, pretty logical. And, um, you know, Allie, I find the content and alley makes it pretty. And, um, you know, it really just has worked out well for us, and it’s ah, very cost effective. But also, I can I can sit down, uh, you know, for a day or a day and a half and do all of our continent for a month or six weeks. Ah, yeah. Okay. And part of that is also finding the content.

[00:18:09.44] spk_0:
Right. Okay. Um, Ali, can you talk to some of the costs? I know, uh, you both said it’s cost effective. How did you pay by the message? Oh, are is that a standard rate for the year with a cap on number of messages or on the minute, How does that work?

[00:19:13.29] spk_2:
So we do have an annual there is an annual fee, and we are, ah, out of allotted a certain amount of text messages We actually use the majority of our text go out and are used for trained by cell, engaged by cells, the platform. And then they have to kind of stub platforms during my cell and also give by cell. So please do use it also on four developments. It’s a very small, you know, that’s we started it as trained my cell. We started the train myself technology, and then we’ve done it for a couple of giving Tuesday and our own fundraising campaign. So we’re just that last year’s our first year doing that as well. So do use it for that as well. But I think we just did the math on this or executive director did, and I think it’s about messages that right, Emory?

[00:19:39.83] spk_1:
I didn’t see what her mass ended up coming back, but basically what you do is you you, by a certain amount of, um, text messages and um trained myself been really good, giving us a non profit rate and which is I believed to be much full. Oh, you know what they charge in? And, um Oh, and then we use we buy one bucket and some of those air used for fundraising. A smaller amount in our organization and the rest are

[00:19:54.64] spk_0:
used for training. Yeah. Okay. Um, I know you both said it’s cost effective. Um, what

[00:19:55.27] spk_1:
we’re sending out, we’re sending out to tax a week.

[00:20:06.45] spk_0:
Oh, yeah, that’s right. I was gonna thank you. You reminded me where wanted to go. You said 40 minutes, 40 minutes a month. So and it’s five minutes. Right? So that sounds like eight messages per month, twice a week. Okay,

[00:20:21.62] spk_1:
way wanted it to be, um, you know, enough to keep people engaged, but not so much that it became an annoyance. And we generally in the text out between 10 AM and two PM um, and usually Tuesday, Wednesday or Thursday, I’m

[00:20:30.26] spk_0:
tested different times of day in different days. And then

[00:20:33.57] spk_1:
that that was actually the information that trained by cell gave us as faras the best times for people to open texts and

[00:20:51.34] spk_0:
10 to 2 and Tuesday, Wednesday, Thursday. Correct? Yep. Okay. Okay, Um I mean, we don’t have to wrap it up, e, I’ll leave it. I’ll throw it up to either of you, but we can if you feel like we’ve covered it. Anything either. If you wanna, you wanna add?

[00:21:37.72] spk_1:
I think one of the other things that has been interesting about this technology is how it has really built a virtual community. Um, and, uh, that wasn’t our intense. It actually wasn’t even non. But, you know, really, when you have advocates are advocates are all working individually. They work with individual kids or an individual family of kids to the placements. And so a lot of the work that we do is kind of an isolation that are volunteers do. And so, um, you know, they’re all getting this same article. And so what Southern? The office they can say, Hey, you know, did you see? Did you see that article about whatever? And so it’s been a really good at community building tool and, um, has has, which wasn’t on a non expected benefit.

[00:22:07.24] spk_0:
Okay, we’re gonna leave it there, then sound right. All right. All right. From court appointed special Advocates, child advocates of Montgomery County outside Houston, Texas. Anne Marie. Ron Zeman, director of training. And Olly Stevens, marketing and communications director. Thanks so much for sharing and please stay safe.

[00:22:15.74] spk_1:
Thank you very much.

[00:24:14.40] spk_0:
All right. And thank you for being with tony-martignetti non profit radio coverage of 20 NTC virtually sponsored by Cougar Mountain Software. The Nolly Fund Is there complete accounting solution made for non profits tony-dot-M.A.-slash-Pursuant er mountain for a free 60 day trial. Thanks so much for being with us. It’s time for Tony’s Take two unleashed the game changing power of planned giving at your non profit. That’s my free. How to guide to help you get started in planned giving. Get your program started. It will help you decide if you’re ready for planned giving. If you’re not ready, of course you can stop right there. You want to read any further? If you are like most are, it’ll show you how to promote your new program and to give you strategies for stewardship of your new plan to give donors. How do you get the guide you text you text guide to 56525 were texting more today. Remember text more text guide to 565 to 5. That is Tony’s Take two. Now it’s time for file cleanup. Welcome to tony-martignetti non profit radio coverage of 20 NTC. That’s the 2020 non profit technology conference. Were sponsored a 20 NTC by Cougar Mountain Software. My guest today kicking off day three of what would have been the conference are Julie Chu and Eileen Y Smell. Julie is a quality. The quality and standards manager at Kara Chicago and Eileen is knowledge and database knowledge and data manager at Community Catalyst. Good morning, Eileen. Julie. Welcome. Morning. Morning. Your workshop topic is from chaos to clarity. Practical strategies for file cleanup. Eileen, let’s start with you. Why is this? Uh, it sounds daunting. It sounds dull. Why should we motivate us? Why should we be paying attention to our Ah, our shared files?

[00:25:32.04] spk_4:
Yes. Um, anything but dull for us. We We were doing it in preparation from a move from the our local server to a cloud based file system. And we were moving partially because we needed the better technology. But also, people could not find things. There were multiple drafts, people even using the very limited search function of, um, with our local server system, people would search for things, find multiple copies, not know which is the right one. There people were storing things in email attachments. There was no central way to have our information accessible to everybody on DSO. It was critical, uh, for us to do our work and move forward to both clean of our files, which was actually a first step to get a folders. I mean, you could clean up our folder structure and then to go through our files and really get rid of things that we didn’t need organized. The things we did need to make sure that people could, uh, could get their hands on what they need in a timely way and get about the business of doing their work.

[00:25:49.65] spk_0:
Yeah. You want to build? I’m not gonna pick that up now. Sorry. Um, this is what happens, You know, working from home with multiple lines, it will stop eventually. Yeah, people, people need to be able to go to their go to their directory and get what they need quickly not wondering whether we’ve got the right file or the right draft, etcetera under. Of course, Julie, How did this come up for Cara Chicago?

[00:27:21.17] spk_3:
Yeah, So are our stories a little bit different from my leans, But we did have originally were using a bowel server and it became crowded with dressed over 20 years worth of files. Eso we had a top folder structure that had over 100 folders on dhe. All of them were accessible by anybody in the organization. Even though things like performance reviews and personal files were stored in those folders. Eso they kind of had, like, they carried the legacy of how the organization had transformed over the years over the decades. Really? So you would see, like, old apartment named files in the in, In In the top level folders. Um and so we decided a couple of years ago that we needed Teoh do exactly what I lean with, saying we needed to make sure that staff were able Teoh access the files being eat it quickly. And things like organizational or enterprise resource is like the organizational map or are master calendar. I’m weren’t buried in nested folders, so we did that and we and basically looked at what each team was using currently, and moved those folders, those files only over to a new foul server. So we’re in a different file server, which we didn’t move to the cloud like Eileen’s organization did. Um, we plan to do that in the future, but at this point, we’re all using we’re using another clean folder structure in a different belt server.

[00:28:31.47] spk_0:
I want you both to know that I am sympathetic to this. Um, I’m very scrupulous about creating top level folders that for it to be a brand new category or ah, it’s a high threshold for me. But when I’m both when I’m at a client, you know, using a directory that I have access to or when I’m just organizing my own folders, I can’t my own folders, you know, including my consulting. I can’t think the last time I created a top level thought folder, so I’m scrupulous about that. I’m I’m sure it doesn’t carry down to the level that the two of you were involved in, but a taste of the top level. You know, I don’t think every new activity requires a new folder, you know, for the month or the day or something, like, you know, so I’m at least at least cautious about that. The top level. Um, you

[00:28:35.71] spk_3:
like to hear that? All

[00:29:02.94] spk_0:
right. Thanks. So trainable. Credible. But I know it goes much deeper than that way. We will to um so I guess I don’t know. It is a fair place to start. Like, how do you get your arms around this project? That who should be involved in all the all the users or just a representative from each team or something? How do you How do you get the project? Ah, the the reorganization kicked off. Julie, let’s start with you.

[00:29:14.57] spk_3:
Yeah, Yes, that’s a great question in that. That is, that was actually going to be the main focus of our present er session. So at north

[00:29:16.49] spk_4:
of our

[00:31:02.69] spk_3:
organizations, we ended up meeting with departments with individual departments. Before we met with those teams, though we had to ask each teen I mean work with each team Teoh and asked him to do some prep work. So we wean. Maybe could give a little bit more information on that because I really admire the way that she kind of galvanized each team to do that work for my organization. We I basically gave them a template, a spreadsheet, and asked them to inventory the things that they actually use on a regular basis. And I feel like that was really tedious work for the organization or the departments. But I think it really got them to think about Thean importance and the value of each of the things that they use and save on the file server. So that really just gave people kinds a kind of perspective of what they needed to bring with them into the new file server. Eso before, after after they did that, we would I would meet on Guy would organize this meetings with each team Teoh line by line and go through that spreadsheet and to talk about whether or not there were duplicates of the of each item in. Sometimes there were, um, and sometimes people did not know that they were working off of. I’m the same file but saved in different locations. So things like that kind of surfaced. So meeting with each team was definitely essential even after they did that initial inventory, because I found that teams weren’t talking about those things. They they needed somebody from the data and tech team to kind of organize them and kind of organize that conversation. I feel like, um, you know, my work and as well as Eileen’s working this project was really the importance of it was really to Teoh organize those conversations because they were not happening,

[00:31:11.73] spk_0:
All right. I mean, before we go to you on the same question, you know how to get started. I just wanna ask Julie. Did those that spreadsheet did that go down to the file level? So it was hierarchically organized spreadsheet?

[00:31:45.96] spk_3:
Yeah. Sometimes they actually did go down to the file level most of the time. Most departments have just so many individual files that we ended up just talking about folders, which it’s fine to, um, which was fined Teoh. We would just have to revisit individual files once we moved things over to the new file server. Just make sure that we were truly keeping on Lee the things that we really needed and not some spreadsheet that was really important, you know, a year or two ago, but not no longer important.

[00:32:11.83] spk_0:
People keeping old, um, male query queries of non queries, trying to say um Mail merges Mount Mel. Murder number emerges Labels. Yeah, exactly. Envelope files. Okay. All right, Eileen, about how about you? Where How did you kick this off? Help listeners understand how to get started with a project like this.

[00:32:40.57] spk_4:
And I do have to say that part of we model I modeled our way of doing it on Julie’s. Um, I had put a query out to the end 10 list. Serve is far. Aspinall cleanup. Julie responded. And so we actually this idea of working by program we I took from Julie, We completely

[00:32:45.37] spk_0:
OK, Julie. Is that why you say you admire Eileen’s work because she copied yours?

[00:32:57.34] spk_3:
I think Eileen took what we did. And just like this was 10 times better. So that’s true. Admiration.

[00:32:59.64] spk_4:
Mutually ists.

[00:33:31.54] spk_0:
Time for our last break turn to communications relationships. The world runs on them. We know this turn to is led by former journalists. So you get help building relationships with journalists. Those relationships will help you when you need to be heard so that people know you’re a thought leader in your field. Turned to specializes in working with nonprofits, their turn hyphen two dot ceo, we’ve got, but loads more time for file cleanup.

[00:35:29.24] spk_4:
Really hard to imagine sending people off to their corners and telling them just to clean. I could not imagine that happening on and it’s been tried before. And so this whole idea of doing it in groups, which there were some, you know, some higher ups that were naysayers that said, You know when and you just have people clean But the manager’s overall, we’re so grateful that I was scheduling these three hour slots, which seemed impossible, like I thought there’s no way they would do it. They were very excited, believe it or not, uh, excited about having these three hours lots to sit with their team because they said they would never do it and it has to be done. And so it really it was both, um, great for getting the work done, but also forgetting staff excited about the project and able to, ah, to see the value of it and to be a part of the solution later on. And so the prep work, which Julian mentioned that I did, we didn’t I didn’t do the inventory, um, but I had a knee email went out to managers encouraging people to do some prep work before the three hour meetings. And so I created what I called the vault, Um, which I described to people as a storage unit in another state that you need special permission to get into. So what it was is a place that for people who didn’t want to delete things, it’s like you don’t have to delete it. Just put it in the vault, you know? So it’s like it’s something that they really don’t need, but they can’t let go of So we put it in the vault, keep it out of the way. Um, now that’s different. For somewhere, they said, we need a historic archive because we sometimes need to refer. It is like Keep that. Don’t put that in the vault because you need that. So that’s there’s difference between an active archive of the history of the program and the balls, which is essentially one step removed from from deletion. And so I asked people to, you know, creative all folder and start moving things in. I gave them just, you know, simple, simple things, just so it would be overwhelmed. Look for drafts you know, to get rid of drafts. Um, I actually should have refreshed my memory of what the other one’s work, but also, you know, looking for boulders where there might be just one file, um, to get rid of. And so I just gave them a little bit of prep work and then that most of them did and then, wonderfully, one of our senior managers, um, who was part of that, wrote a follow up to say that their session was incredibly successful because of the proper work. And so that encouraged others to do the proper to.

[00:36:11.41] spk_0:
And then what did you do in these three hour meetings with them?

[00:36:42.08] spk_4:
So we did it. They were all a little different. Interesting. We had a template, and we actually unlike Julie did these herself and we hired. I had a consultant to facilitate these, and depending on the program, they went different. So basically we would go through in the best case scenarios go through just systematically folder by folder by folder. But But in the prep work, sometimes they would write, deletes with discussion. And so we go through the those two. It’s like some that people had already identified, we might be able to delete, and we really literally deleted them in real time or moved them to a vault in real time.

[00:37:13.93] spk_0:
Okay, how about the the organization? So we’ve talked so far about what files may be needed or not needed, needed actively or needed a ZX ah, vault file. But about the folder structure, the hierarchical structure. Is there people competing around that? Is that difficult to reorganize? People used to going to a certain nested folder and finding what they need. And now it’s gonna be a different name and a different different hierarchy. Is that Is that trouble?

[00:38:28.12] spk_4:
Well, we had It hasn’t been. We had a folder structure working group. It was about across organizational group, about five people who we felt identified them based on that they could see the forest and the trees. That’s what we needed. Systems people who also, you know, strategy people, but knew what was important from a systems level and working with the same consultant. And we started looking at the existing one. She had done a lot of discovery to find out. Um what? The organ it not my phone is ringing what the organizational, um needs are, um And then we started just moving pieces around until we got a structure that reflected the way we do our work. And so by the time this working group was done because their chorus organizational and because they were taking this to their teams when we were when we released the structure, people were very relieved. For the most part, there’s always resistors. You know, Julie, right? Well, or people who were You know, if that resistors people who were slower to accept it on. And so, yeah,

[00:38:51.93] spk_0:
Kallstrom’s I like to call them recalcitrance, but they you have to try to bring them along. Julie, let me ask you about something that I lean alluded to. And that wasn’t a problem for her. About, um, leadership buy in for the time that this is gonna take was that we haven’t had that go for you. Or do you have advice about it that’s basically making the case for why so valuable that your leadership supports it?

[00:39:49.48] spk_3:
Yeah. I’m really glad that you asked that because we ended up. I am a manager and I ended up. I’m talking about how to get leadership on board. We prepared like a 20 minute presentation on the leadership team meeting. It only took 20 minutes to actually Dio, um we kind of expected, like Eileen with saying some resistance at that level just because this is a file cleanup project and we were proposing that this would take, like, a year. Um, and we went into the leadership team meeting thinking, you know, just prepared for the worst. You know, eso we went through with it and they were actually very, very enthusiastic about it. We were expecting, at the worst, just resistance to the timeline, at least. Or, um, you know, just a plain, like ambivalence about it. But people were actually very enthusiastic because it impacts daily routines. We actually also did a pre survey leading up to that leadership team meeting just to amassed staff. How long they’re actually spending searching for files what they would want in a new folder structure things like that. And we took those results to that leadership team meeting put in the presentation and we, you know, like from that survey, we found that people were spending upwards of and three hours each week searching for items on trial

[00:40:26.16] spk_0:
that that’ll help make the case

[00:40:27.82] spk_3:
Exactly. Yeah,

[00:40:29.04] spk_0:
hours they aggregate the time over a week. Three hours. Okay, Right for

[00:40:51.54] spk_3:
over items. And so we way used to say that. Yeah, that would be That would mean that overall of about one full time workers. Time was actually spent each each month and little for files. So that was a really, you know, like, hard hitting kind of figure that we used for leadership team, meaning toe and really illustrate how much time was being lost doing this day to day work. So that really, really proved the case, and we started at that leadership team level, presented the plan. Teoh, do the team. My team meeting also asked that, and they support the prep work that each team would have to dio on day were They were very, very enthusiastic about that after hearing that.

[00:41:46.70] spk_0:
Okay, so you both had management enthusiasm. Enthusiasm? Yeah. Yeah. Okay. Um, s So we still have some time together? If there’s mawr that, uh, we haven’t covered that you want you think is important for listeners who might take this on either of you is where should we go from here or yeah, anything. I have recovered it, and we exhausted the topic.

[00:42:12.70] spk_4:
Um, I think the only thing is just that, uh, for people who think that it sounds, I mean, back to the beginning of it, sounding dry that if it’s phrased is is what Julie was talking. I was just so critical to the work that it’s not administrative task. It’s really a programmatic strategic, um, piece of work. That means that people can focus on what they’re doing versus looking for things, which is no small, no small thing when you know, non profits are strapped and need to really make the most of their time in the resource is

[00:42:38.85] spk_0:
yeah. All right. We’ll leave it there, then. That’s yeah. You want to be ableto find what you need quickly, a couple of clicks and you should be there. All right. Thank you very much. That’s Ah, Eileen y smell, knowledge and database. Sorry. Did that First time to knowledge and data manager. A community catalyst. Um, your Providence, Rhode Island. Um, and Julie Chu is quality and standards manager at Cara Chicago. Eileen, Julie. Thank you very much. Thanks so much for sharing. Thank you,

[00:42:54.57] spk_3:

[00:44:01.10] spk_0:
they well, and thank you for being with tony-martignetti non profit radio coverage of 20 NTC sponsored by Cougar Mountain Software. Thanks so much for being with us next week. We’ll have more from 20 NTC. If you missed any part of today’s show, I beseech you, find it on tony-martignetti dot com. You that vacuuming in the background, good work going on, and they clean up very well, Uh, before they depart. I appreciate that. So we persevere. Were sponsored by wegner-C.P.As guiding you beyond the numbers. Wegner-C.P.As dot com Can you hear me? And by turned to communications, PR and content for nonprofits, your story is their mission. Turn hyphen two dot ceo. Our creative producer is clear, Meyerhoff shows Social Media is by Susan Chavez. Mark Silverman is our Web guy on this Music is by Scott Stein with me next week for non profit radio Big non profit ideas for the other 95% go out and be great

Nonprofit Radio for August 9, 2019: Getting Buy-In & Your Tech Committee

I love our sponsors!

WegnerCPAs. Guiding you. Beyond the numbers.

Cougar Mountain Software: Denali Fund is their complete accounting solution, made for nonprofits. Claim your free 60-day trial.

Turn Two Communications: PR and content for nonprofits. Your story is our mission.

Get Nonprofit Radio insider alerts!

Listen Live or Archive:

My Guests:

Liz Polay-Wettengel & Karim Lessard: Getting Buy-In
TDissent tactics. Rebellion. Resistance movement strategies. You’ve got to take risks if you want to move out of the past with fresh ideas that are supported within your org. Our 19NTC panel has examples of successful and failed risk taking. They’re Liz Polay-Wettengel with Interfaith Family and Karim Lessard from 7 Simple Machines.

Peter Schiano & Ilene Weismehl: Your Tech Committee
Peter Schiano and Ilene Weismehl say you need a committee to keep you alert to areas where you can better leverage technology. Your committee’s agenda includes budget, security, projects underway, and training. Peter is at Tech Impact and Ilene is with Community Catalyst. (Also from 19NTC)

Top Trends. Sound Advice. Lively Conversation.

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

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

Get Nonprofit Radio insider alerts!

Sponsored by:

Cougar Mountain Software logo
View Full Transcript
Transcript for 452_tony_martignetti_nonprofit_radio_20190809.mp3 Processed on: 2019-08-09T19:45:33.607Z S3 bucket containing transcription results: transcript.results Link to bucket: s3.console.aws.amazon.com/s3/buckets/transcript.results Path to JSON: 2019…08…452_tony_martignetti_nonprofit_radio_20190809.mp3.573287994.json Path to text: transcripts/2019/08/452_tony_martignetti_nonprofit_radio_20190809.txt Hello and welcome to Tony martignetti non-profit Radio. Big non-profit ideas for the other 95%. I’m your aptly named host. Oh, I’m glad you’re with me. I’d be thrown into oppcoll mope Legia if I saw that you missed today’s show. Getting buy-in descent tactics, Rebellion, resistance movement strategies You’ve got to take risks if you want to move out of the past with fresh ideas that are supported within your organ. Our 1990 seep panel has examples of successful and failed risk taking their Liz pull a wetting gal with Interfaith family and Kareem Lassard from Seven Simple Machines and your Tech Committee. Peter Schiano and Eileen West y Smell. Say you need a technology committee to keep you alert to areas where you can better leverage tech. Your committee’s agenda includes budget security projects underway and training. Peter is that Tech impact and Eileen is at community catalyst that is also from 19 NTC Tony stick to Living Trusts Responsive by Wagner C. P A. Is guiding you beyond the numbers regular cps dot com I saw your eyes roll when I said Living trust. Do not do that. I didn’t know I roll on the preview to the Tonys. Take to you. Hang in there until Tony Stick do, and you’ll see that there was no need for that. I roll that I just saw Who else was sponsored by by Cougar Mountain Software Denali Fund Is there complete accounting solution made for non-profits tony dot m a slash Cougar Mountain for a free 60 day trial and by turned to communications, PR and content for non-profits, your story is their mission. Turn hyphen to DOT CEO. Let’s go to getting buy-in from 19 NTC. Welcome to Tony martignetti non-profit radio coverage of 19 NTC. You know what that is? It’s a 2019 non-profit technology conference. You know that we’re at the convention Center in Portland, Oregon, and you know that all of our 19 NTC interviews are brought to you by our partners at Act Blue Free fund-raising tools to help non-profits make an impact. You know all that. What you don’t know is that I am now with these Pele wetting gell and Kareem. Lassard is vice president, digital strategy and content at Interfaith Family, and Kareem is the CEO at seven simple machines. Welcome, Liz Karim. Welcome to the show Thank you. Thank you very much. Pleasure. Pleasure to have you. Your topic is you want a revolution. I want a revelation getting the buy-in you want. I love buy-in topics. Yeah, I’ve had a couple. Last year, there were two women. Um, I thought I’d write their names down, but, uh, way tagged them the buy-in bitches. That goes really well with what we’re talking about. Two. Okay, I hope it does more than you think. You know my Really Okay. Okay. Excellent. Uh, yeah, they were They were very into it, and it just it developed during the show. They didn’t come in being the buying bitches, but they left being the buy-in. Um, all right, so Oh, here they are. I didn’t write it down so I can call my own notes my own podcast that I wanted to because I want to shout them out. Carrie Lewis and Larry Koch. Last year’s NTC They were the buy-in bitches because they had the exact same topic. Um, you you you have something called descent tactics and resistant movement strategies. All right, we’re gonna get into those. Why? Let’s let’s start with the basics. But I’m teasing. I love resistance, movement strategies. This sounds like anarchy. I love it. Anarchy goods put back. Yeah. Okay, So since was said that I’m gonna for the benefit of the listeners who don’t have the multi color for color video. Lizzie’s hair will you describe the color of your hair? The colors of your hair? It’s what are they? Blue and purple and a little bit of pink. And it’s it varies. And sometimes it changes month to month because it’s very interesting. I’ve got a lot of compliments on your eye. Shadow matches one of the colors in the air. Yeah, Booth was matching blue in there. All right, So, uh, why do we have to have a top wise boys buy-in so damn important? Karim, let’s start down the end with you. Why is this so put your CEO. Yeah. Why? You got way? Why you all of you so much trouble. Why can’t we get your attention, right? Why can’t you? Why can’t we get you to believe what we know? To be fact, you know, that’s a really great question. Buy-in is absolute critically important because it doesn’t matter if you have a great idea. If you don’t have the sort of allies behind you. You’re not gonna go anywhere with. It’s going. It’s going nowhere. Um, so that’s we spent a lot of time in our in our presentation talking about what are the different tools that you need to bring in to make sure that you’ve got not just buying that, that you’ve got the ability to articulate your vision, your idea. Get that buy-in but also so that you yourself believe in your vision as well, right? Because getting you to believe and the way you pitch it not not not humbly Percent. We’re gonna get okay, I can’t. So far, I’ve done roughly 30 interviews. I’m doing 37 this whole conference. We’re done roughly 30 so far, and I would say it’s every second or third interview. You gotta have buy-in from leadership. Absolute. Got to get the buy-in because and I mean, that applies to any program. Whether it’s checker, it’s fund-raising, our program, its operations. If if the C suite doesn’t buy-in, you’re going, you’re hardly going anywhere, or you’re going nowhere and and buy-in and this is not just the C suite. It’s also your co workers. Your constituents It’s everybody you need to have the buy-in in orderto have that buy-in really have to believe in the idea that you’re you have to believe in it. All right? So I don’t know. Does that lead us to dissent? Tactics? Sure. Can we go there? What is this about his descent tactic? There’s, Ah, there’s a lot to be learned from from punk rock, right? There’s a There’s a lot to be learned about believing in what you’re talking about, believing in a little bit of anarchy. You’re a musician or am I Am a handy. I played both bass and drums. Where what’s the band? Come, I don’t have a band. I actually just play around. I play with Ladies Rock Camp in Boston and, uh, really support some of the stuff that they dio. It’s really fun. I play for myself, and it’s just a really good outlet. So you could have called this lessons from punk rock. I could have called this lessons from punk rock, but if Karim would you? I don’t know if you would buy into that, you know, the best way would you appear of bought into that? I would have loved to buy into that. I’m actually a former banker, so I love the fact we’ve got the punk rocker in the banker in one place. Okay, Okay. Former bank former. All right, All right. So acquaint me with us, please. With the descent tactics. So there’s there’s lots of different kinds of dissent tactics, and, you know, some of them you can use some of you can’t. You certainly don’t want to use any violent, distant tactics. Okay, but there’s a lot of buy-in that you can get theirs theirs direct descent tactics where you Okay, give me some examples. So some examples are you stand up to your CEO and say, No, I’m not gonna do that. And just very directly, just descent. There’s a lot to be said for that. For having your voice and being convicted enough in what you believe in. That’s not being humble. That’s not being humble at all. No, And you can’t really be humbled. This is a situation where you have a disability and modesty. It doesn’t no place it has no place here. And some of the stuff that we talked about also in this session is about really believing in yourself and having a voice and having chutzpah like that’s what we talked about, really is really just like having the Do you like the booth balls? Todo You weren’t gonna be offended. You you were. You were 8/10 of the way there. I turned a career before. This is the way they’re have the balls. I turned to Karim earlier, before we started, It was like, I can’t curse. I have. You can’t stop myself from cursing this time last year. Well, we did say buy-in bitches, but But that’s not one of the FCC. Seven words. But this time last year, non-profit video had I am enough of affiliate stations. So we’re bound by the FCC. So we couldn’t go too much further beyond bitches. But this year now, the bilich program has ended way had, like, 12 15 stations and that really got to never scale. So we don’t have so we’re not bound by that. So you can Okay, thank you. Can’t swear. So another way that you can apply to send tactics to what you want to do is repetitive, repetitive descent actives repeating over and over. What? This idea is what the change you want to make is being repetitive and being thoughtful about what you’re repeating. Because the more you repeated, the more people will buy-in, the more they will want to listen to why you want to make this change. Why this is important to the organization, to your department, to your idea on dhe. Then there’s also solution based descent tactics where you have an answer and you have a proven answer. And one of the things that we talk about is putting those tools together. Have those solutions in front of you so that you can say this is what we should do. This is why we should do it. Here’s a solution we should expect. It’s time for a break. Wagner, CPS. They’ve got another free webinar. This one is on August 21st. Fair Labor Standards Act nuts, bolts and updates. You want to calculate the regular rate of pay and overtime for employees correctly or for yourself? You want to understand paid versus unpaid time. And of course, there’s a lot more in the webinar. You goto Wagner cps dot com, Click Resource is and upcoming events. If you can’t make it live, you need the archive, go to weather cps dot com Click resource is and reported events simple. See the symmetry there? All right, now back to getting buy-in. This is provocative stuff. I love this one that’s helpful. Isn’t coming to have someone come with a solution and not just not strictly a problem. Yeah, we talked about that. You know, if you are if you have ah, a dissenting opinion and and you don’t have a plan, then you are a contrarian or a malcontent, right? You need to have a plan. And so will we spend our time talking about in the session is is that you’re gonna have to have a plan to be able to execute on your vision And by the way, having a vision that is separate than your organization, That is a form of dissent. And you just have to accept that you have to accept that you’re dissenting having say that again if you have a vision that is different than that of your organization, Yeah, you’re dissenting and so own that. Be punk. Rock that way on that. And then let’s start using the tools to get your plan put together, OK? Eso if we’re if we’re gonna use these descent tactics on again, I’m saying this as much for myself as maybe maybe not the others. Maybe, but that this is not only when you’re going to the C suite. This does apply for your peers, your colleagues, those working for you, with you and as well as above. Okay, yeah. I mean, part of part explicit again. Part of dissenting and backing it up is having a story. It’s also about having allies. You need to have allies you need to, like, build your There is strength in numbers. You need to build your band of a bunch of people. Want people believe this is true. That’s more persuasive than one person believes, right? So, starting a revolution, right? That’s what we’re talking about here, starting a revolution. I want a revelation, Right. You have to have your band of brothers, right? Your band of sisters. You know, your brothers and sisters who are who are at your side with their swords as well, believing in what you’re talking about. Their sports says words lorts lorts There’s a w in their report of the country sports s words towards. There’s a feeling there? No, but every word I’m a native New Yorker world York I’ma Nugent, New Jersey. I’m Swartz lorts. You know you’re not backing off that doubling down on sports? All right, I’m descending. Okay. Dissenting from mirriam Webster. Hey, Doesn’t get any rock solid than that. I mean, bedrock America of truth telling. I will fight that with with my story and my guts. Tell me you have some examples of rebellion. Let’s let’s digress a little bit. Karim, Tell me. Tell me one of your the example stories you’ve got. One of the stories is actually and we’re talking about punk rock. We spend a lot of time working with intra preneurs. People have great ideas like within their organization. And this 11 woman that we’ve been working with in particular, had been just battling in her industry for years for, like, 10 years to try to get a shift in how in a workflow very, very basic shift in workflow so that they could actually spend less time doing sort of administrative tasks and more time providing care for patients. And she really didn’t have all she was doing was complaining about it for a really long time. And finally, once we were able to start talking to her about it and building a plan, we were able to put together a a solution that saved a huge amount of time from this workflow in her organization. We think it’s going to shift the industry for, um, and now all that frustration. All that aggravation that she’d been experiencing for the last decade is now sort of coming coming to fruition because she’s she’s got a plan and she’s executing on it. What’s the work at seven simple machines? What do we do? Lots of data aggregation across disparate systems. So it could be It could be. You’ve got different payroll systems. You’ve gotta see Aram. You’ve got applicant tracking systems. All of those things need to be brought together into a single platform so that you can make sure that you’re turning data into actionable information. Okay. And how was it that you were working with this woman in health care? You know, we didn’t start in healthcare. We started. This is a woman that that I knew by by friendship, and I couldn’t listen to her complain anymore. You said a decade, A lot of pain. It was a lot of complaining, but then we started talking about it professionally, and we started putting it together, and it felt like a real thing. And lo and behold, it is a real thing, and it’s it’s taking root within that within the industry. And so if you’re complaining about something for that long, something has to change, right? So you have to have the idea. Put the idea together. You could be the one. If you’re complaining about your systems, if you’re complaining about you know the way that your organization is doing something, put a plan together to change that, it can be you. It doesn’t have to be somebody else. You can be the change. Absolutely. It starts with you because if it’s not you, who else is gonna do it? There is nobody I learned in the old Boy Scout rule. I learned there’s nobody named somebody else. That’s right. Somebody else not gonna pick up trash on the trail. That’s right. And so why? Why wait for somebody else to do it when you could do-it-yourself? Yeah, and you’ll do it best. Absolutely. Okay. It doesn’t require amplification. I agree. Absolutely white white. I’m not gonna amplify it. Um, okay. Resistance, movement strategies. What? I like you did. You did dissent. Tactics? What a resistance movement strategies, Corinne Well resistant. I mean, those air detent tactics, right? It’s the same thing. But anything you repackage, it’s, well, it’s it’s descent. But then it’s being methodical about it because you can’t If you think about people that have been revolutionary, no one’s doing it themselves, right? It’s a matter of like taking descent, being orderly about how you assemble what your your vision and then sharing with your allies and then acting on it. I mean, you know, Joan of Arc wasn’t by herself, right? Harvey Milk wasn’t by himself. You know, they all went through this process of finding their allies, starting with the scent, but then having a story that they could share, right, And that’s the thing. We work really well together. Listen, I do because I have some of these tools, but Liz is is an amazing storyteller, and you can’t. It’s not just a simple custard of writing something down in a grid. You have to be able to share the narrative if you’re gonna engage people in a in a very purposeful way. And the story is usually emotional. It’s a motion based. There’s if you’re complaining about anything within your organization, you have an emotion about that. So there’s a story to tell on this woman woman you were describing, Karim. Yes, she stayed there 10 years. Somebody else might have left. Yeah, she was doing it for 17 years complaining about everything. No, she was in the industry for 17 complaining for 10. But it was actually, though is very funny. It was really almost an act of love that she stuck it out. I mean, she cared about what she was doing to the point that she she almost couldn’t let it go. And while that story is about something in health care that really applies to non-profits because most of us are here because we believe in our missions and we love what we’re doing. We love what our organization’s air about. So sticking it out of love and telling that story about why something needs to change. That’s impactful. You’re gonna empower people who hear this. I know you are. You could be the buy-in bitches. Dude, that’s a one way s Meyer is part of the buy-in bitches. You got to be two way already. Got the original metoo buy-in, which is a hey is better than two buy-in bitches be to metoo. Um, okay, so let’s talk strategy. Okay, You’ve got Let’s say you’ve got Ah, but you got to start getting your peers together, so we gotta get some numbers. How did how did you get this and get myself started? Well, you start by creating the story, so you create the story that you need to tell, and you just sort of socialize it. You know, a conference like this is a great place of socializing idea because you’re around people who think similarly to you, and you can socialize an idea. You know, I was thinking about this. What do you think about that? That socialization can either manifest in different ways. You can booster story and help you move forward, or it can give you a different way of thinking, so it helps enhance what you’re doing. So so that’s a really good way to crowdsource. Yeah, crowdster kruckel crowdsourcing. I was gonna add to that. You know, one of the things, especially this is a technology conference and we use We talked about using the agile development methodology and being agile capital A being Angela, you can start with something very simple. You can start with just a hey, what do you think about this? You start with something simple, but then, if you’re willing to liberate, if you’re willing, Thio, try again and go back, take some learnings. Um, and can continue. Iterating. What starts out as a conversation between two people here at at NTC can turn into a ah, whole new platform by a revolution. A revolution? That’s right. Okay, that’s what we’re here for, right? So let’s say now you’ve got your peer support. They’ve come on somewhere unwilling. What do you do with their? Well, what do you what do you do with the recalcitrance? Leave them behind Kareem. Everybody who works for the council, it’s well, it’s funny, so that that’s part of it is one understanding your stakeholders are going through an identifying cause. He didn’t have to identify who champions are potential champions are you have to be able to know who you’re sort of collaborators are. But then you also need to know who the challengers are too, because you don’t call them enemies, Enemies, enemies too strong. Because you know what? You don’t want them to be. Your enemy sounds so permanent challenge. So by identifying the challengers there, they probably have some good reasons for challenging. And you need to understand those. You need to understand what’s in it for them. You know why? Why? They’re standing up to fight, because you are gonna have to overcome objections. Absolutely every single time. So you’re learning as you’re going. Yeah, and you need to be open to listen. You need to know cannot be open toe listeningto challengers because the challengers could really make your idea stronger. They absolutely will. They will. They’ll make your argument stronger, at least, you know, And they might make you right. You right there might strengthen the idea too. So internally for me, I turned to my CEO to challenge me when I have an idea. When I have a crazy, wacky idea of what I want to do, I turn to her because I know that she’s gonna challenge me. But it helps me think through that idea even further and makes my idea even stronger. You have you have some examples of? We’re gonna continue our process. I’m not leaving there, but I’m digressing a little bit. We’ll come back. That’s my responsibility. Get us back. Success, successes and failures in risk taking. You tell your dad cerini told the last neo-sage e-giving carrying Karim has a good failure story. I’ve got several just taking it. So actually, my father was a very politically active guy back in the back in the sixties. Um, and he first of all, he did decided take over the student union building at Cornell with some friends of his with the Black Panthers. That was That was not a well thought out plan because he could no longer attend that school. Right? That was a that was That was a short sighted aggregation of your allies. Is there? Is there a Is there a title to this movement? This this particular action like, is there a Wikipedia page for this action? There is. This is the What’s it going? Is it the Black Panther student union Take over at Cornell. Cornell? Okay. Yeah, it was It was about There were there were guns. Okay. Not well thought out. Not not well thought out. Okay. But then, actually, so interestingly enough, he did have, like, later on, he became a doctor and he actually started setting up methadone clinics in the Seattle area. And the whole point was to be able to provide a service that he thought was really important to a marginalized community. So this was important to him on, and it was more well thought out. Except it was also still Filoni ous right? So he felt like he felt like he was doing the right thing and he had the right allies to get behind it, but it was still against the law. And so this is one of those things where you have a great idea. But even if it’s a great idea and it might seem objectively like it’s a great idea, you really have to doom. Or you have to have a plan to goes from beginning to end front, back because otherwise, you know it’s only a matter of time before you end up in federal prison. What’s your Your dad is still living. He’s deceased. I was gonna ask what’s his next action gonna pay but carries on you carrying on? Look at you talking about. He would be thrilled that you’re talking about dissent and and revolution. But that’s the idea to do it inside the system. And if he had a thought out plan, he would have thought Just tried to change those laws first before go ahead and going ahead and opening this clinic. So if you have that plan of what goes where, then your idea can really come to fruition in a really impactful way. Okay, Okay. All right. Let’s go back to our process. We’ve got our strategy, will go back to our strategy. We’ve got our allies now. Now we need to persuade leadership. Is that the next stage? Yeah. The case, Yes. How do we open the door? Let’s say the leadership, Maybe they’ve heard some rumblings, but they didn’t take notice for whatever reason. So how do we open the door? Formally, you walk in that door and you start to speak. Because if you don’t believe in your idea at this point, if you don’t believe in what you’re talking about, if you don’t have your plan in your strategy than what are you doing with it? Can’t just like, take it and put it in your pocket. You have to open your mouth. You have to make a meeting. You have to have a conversation. You have to have the balls to walk into sea seaweed office and say I have an idea. I have a plan behind it. I have the reasons why it should be done. And you should listen to me. You need to be able to have that. That ability to walk in that door. What ultimate confidence? Yeah, and one of things we talked about this session is using. You know, I talked about coming from banking, using corporate tools t ve eloped the metrics that you need to be able to make your case right. So being able to make your case from a from a potential upside, But we also in a very downside risk avoidance, right? Those those are other things that you have to be able to communicate. Like the cost of doing nothing, right? That’s a thing. We’ve all we’ve all fought against. The way the opportunity cost. Absolutely not of that acting. That’s right. But you have to believe in that. You really have to If you’re going to go through all this trouble to go through what we’re talking about about this strategy. To get there. To prove your idea to yourself, you need to be ableto voice that you can’t just put it in your pocket. If you believe in this idea enough, you’re gonna walk into that C suite, you’re gonna walk into the board meeting and you’re gonna have a conversation about this and you’re gonna have the idea and the plan to back it up. You do believe in it. By now, you’ve been cultivating the idea among your peers, right? So have the ball, right and yeah, not not be. Ah. Well, we already said not be humble, not be modest, but exude the confidence. You know, in the passion. Don’t be afraid to show you that’s what I’m trying to be afraid to show the passion for your idea. That’s right. Okay, I’m in. I’m in the CEO’s sweet. Now it’s, you know, a formal setting. I have to be professional. And you know what? Whatever that means and and modest and no, no, you could have passion. I mean, it’s persuasive. Let them feel the emotion right. And in my own experience, having that passion means Maur to the sea. It’s just people in the C suite or on the board because they see how invested you are and how much you believe in that and having the allies behind you that also believe in that is powerful. How do you, uh, how do you convey the numbers that are about that air with you? Just say, you know, eight of us they’ll come in if you want. Is that good enough for you because you go in and Mass? Not in the first meeting. You don’t neo-sage storm the c suite storming the jail. That’s the ale. Um, okay, but no. But But you do talk about the numbers I’ve talked. I’ve talked to Liz and Annie and Joe and Pam, and they all agree, And you could ask them and it’s it’s prototyping and it’s surveys and it’s hot. It’s really aggregating that information. You have to be able Thio tell a credible story that you’ve got some supporting proof they’ve got to be able behind. You might not have him show show up there, but if you can relate the stories if you can aggregate the people that are that are in some meaningful way that that really helps a lot. And I do want to add that sometimes it’s not even just going to the C suite. It could be that you’re at in admin or managerial level, and you have an idea of your department. It could just being going to your boss. It’s not it’s not. It doesn’t have to be as big is walking into a board meeting or C suite. It could just be using these tactics and to put forth an idea that’s just for your department. Okay, for sure, you know, So I like to think they I like to think big, too. But I also want to bring it by institutional change. I want to bring it back there. It could start with Justice Department change. You know, it could start with a changing A system for volunteermatch management. It could be very simple. It doesn’t have to be a big idea. It could just be that you need Thio. Could be. You know, I want to be able to store my lunch for a week in the community refrigerator, and I have a way that we have a law. We have a policy that knows no personal storage overnight, right? Okay. It can be simple. It doesn’t have to be this elaborate change. A large organization. It can be simple. Like I want to store my lunch for for a week. Here’s my idea. And here’s the plan on how we could make that happen. And in the spirit of being agile, the power and that is with starting something with something smaller, something modest is that you get that success. You get that win, you go. Oh, wait a minute. I was able to do that. You got the wind at your back, right? Right. I may change. Why stop here? There are other things that I feel passionate about. Besides, my curdled yogurt changes and always have to be big way love. Big changes. But change can start really small, too. He’s going on a sword for his old yogurt, especially the Greek on my final lactose free one toe. Let’s get the green valleys going belly. Okay. We have, like, another minute and 1/2 or so. So, um, we started with you, Liz, didn’t we? Yeah. So, Corinne, why don’t you give us a wrap up you have to be too sure. You know, take a minute or so wrap us up yet the thing So that the title of the of the session is you want a revolution? I want a revelation. And the thing that lives articulates just really well, at the end of the presentation is that the revelation is that your voice matters and being able to see that evidence of your idea with dissent from the common opinion to see that idea coming to life is a revelation when you’re acting on it. And so, like, we’re just saying you establish a foothold by doing it. Maybe in small ways. But then, as you apply this process and you repeat it, you iterated, you can make bigger and bigger changes. And that’s the thing that we want people to carry. Okay. Okay, So are we. Agreed? You want to be the buy-in bitches? Be too sure. Okay. Yeah, totally comfortable with that. I’m comfortable with that. Okay. Okay. I’m gonna I’ll I’m gonna check with you before we march promoted that way as I did as I did with I want to shout out again, Carrie Lewis and Lower Koch. I asked them. Do you mind if I call the segment buy-in bitches? And they both emailed me back and one was in a new employer. And she said, Yeah, let me check. It was so I’m totally fine. We’ll check again just to make sure. All right, So, uh attn least preliminarily buy-in bitches v two They are Liz, pull a wetting gell, vice president of digital strategy and content and interviewed family and Kareem Lassard, CEO at seven Simple machines. Thank you so much, Karim. Thanks. Thanks so much. Thank you. Thank you for being with Tony martignetti non-profit radio coverage of 19 NTC. All of our 19 ntcdinosaur views are brought to you by our partners at Act Blue Free fund-raising tools To help non-profits make an impact. We need to take a break. Cougar Mountain software maintaining separate accounts for each fund-raising. Daily expenses reporting to the board. These air all a challenge. That is why Cougar Mountain created Denali Fund to get you past these challenge ages. It’s your complete accounting solution. Specifically designed for 501 C three non-profits. They have a free 60 day trial at the listener landing page. Tony dot M a slash Cougar Mountain. Now time for Tony’s Take Two living trusts. Now, as I admonished, no need for the eye roll here. Um, you know, I always say that place to start your plan giving is with bequests, and that remains true. No changing, no going back on that. But if you decide to go a little further, these trusts, these very simple trusts can be a good next step in planned e-giving. We call them living trust. Sometimes they’re called revocable trusts. These things are set up by people who wanna avoid having a will, right, so they put everything into their trust. If it’s done right, a lot of times it’s not. But let’s assume it is because because they’re working with you so they know what they’re doing. So they put everything in their trust when they die. What happens? Well, just like a will. The trust says where everything goes, including where you know the residue, the residual whatever’s left after after gif ts to spouse and children, grandchildren, whatever’s left. That can be your charity. You can be the remainder beneficiary of these trusts and, uh, just like a will, because we say remainder beneficiary doesn’t mean we’re talking about pennies. There could be a lot of money left in the residual estate, all right, and that can be divided up and your charity can get a piece. I just had a client. Got $300,000 as, ah, residual beneficiary of these of a living trust, right? There’s a lot more on living trusts on my video at tony martignetti dot com. If you’re gonna roll your eyes, then don’t go to the video. I don’t want to see that, but these can be a valuable, valuable plan gift. You know it’s your life. The video is that tony martignetti dot com That’s all I’ll say. And that is Tony’s Take two. Now it’s time for your tech committee. Welcome to Tony martignetti non-profit radio coverage of 19 NTC. That’s the 2019 non-profit Technology Conference. We’re coming to you from the convention center in Portland, Oregon. All of our 19 ntcdinosaur views are brought to you by our partners at ActBlue Free fund-raising. Tools to help non-profits make an impact with me now are Peter Schiano and Eileen Y Smell. Peter is project manager and consultant at Tech Impact and Eileen y smell is the knowledge and database manager at community Catalyst. Catalyst, That catalyst kind of cannibalistic catalyst. The catalyst. They’re not cannibals. Um, these When it goes well, Peter, Peter and Eileen welcome a pleasure to have you, um, our tech committee. Let’s start with you. I mean, what what? Why do we need a tech committee? There’s multiple reasons. Part of it is to ensure that staff are engaged in the process, to be sure that it’s not just held in the tech world, that you’ve crossed programmatic and cross functional staff who are involved in decision making and exploration on and who can also serve as ambassadors to the rest of the staff. Okay, okay. Bringing tech to the broader community. However, we define whether that’s just internal or external. I should have said that your workshop topic is moving your plan forward Tech committees that work, Peter. Anything you want to add? Thio do our headline, and you’re thinking about why a tech meeting or what it does when I talk about it often use the roots metaphor. And so the tech committee draws needs and pain points and requirements up from the roots, including requirements for new applications you might be using. And then it nurtures the Tech that’s available back down all the way into the organization. So they’re the purpose. The Tech committee is to keep that conversation evergreen about tech within the organization across in all the way down to every stakeholder. So it’s not just the purview of the vision leads or of the department leads or of the I T team, but they’ve got a conversation. If you got an idea, you know where take it, take to the tech Committee. Okay, Who belongs on our tech committee? That’s a good question. Let Eileen talk about how they chose who they’ve got their start there. Okay, so we looked both cross organizational. Both cross programmatic and cross, some functional. So we have senior managers in there, some people from our executive team, admin staff, and then feel team members, people who are actually doing work on the ground since they all bring a perspective of help us ask the right questions for the work that needs to be done. OK? And how many people is that we have seven people on our team? Okay, meets Does a tech committee meet regularly, or only when their tech issues. So are there. Always. DEC issues making. That’s all of the above and our team and Peter and I’ve talked about this is less pure tech and more governance. So we meet, um monthly. We have a right standing monthly meeting, and it’s high level strategy. So there were asking them questions like, What are the questions that are keeping you up at night? What air the problems you need to solve and then exploring ways that the tools can meet those needs. So for them, it’s it’s a little It’s not a how to use. It’s really exploring what the needs of the organization that needs our eyes. The committee led by or facilitated by by you. Okay, Is that is that a good practice? You think you have a tech person leading it? Well, in my case, I’m I’m kind of I’m an accidental techie, so I kind of bridge both worlds and that I’m the database manager, but I’ve worked in development. I’ve worked in other areas, so I think I think it e I don’t think it has to be someone in my role, but it is working well Yeah, Peter, I would think that that’s probably better Practice. Like to have a I mean, people are gonna be invited a ll the diverse groups that Arlene is describing gonna be invited to a tech committee. Now that I think about it, they probably expected to be led by someone who works in tech. Yes. So in our experience that the important thing is it needs to definitely be lead from within the organization. And it should be. It’s ideal. If somebody is a tech organization tech background that leads it, that’s not critical. I think what is important is that they have access to somebody that can advise them and participate that has that tech backgrounds. Look, if you have a nightie leader, that person can convene it and you’re all set. If you don’t have a nightie leader could be any program or executive leader. Anybody that wants to lead the organization lead the tech committee, but they need to be able to season those ideas with somebody that has tech depth and experience that can come from their board that can come from a volunteer donor. There are We offer a vote for virtual CEO service tech impact to be able to offer that kind of advice. But you should have somebody there that season it with. Think about the security implications. Think about what you’re trying to do has been done elsewhere. You don’t to reinvent the wheel dunk. Oh, customers. Plenty of great free software. Inexpensive, suffered will solve your problem. But that shouldn’t have to be the person. It leads it necessarily. Okay, how about the frequency of meeting you have Month only seems to make stands you want you wanna have, Ah, drumbeat. Where you’re constantly thinking about what’s important, what should be prioritized. How are the project that we put in flight? And the tech committee itself doesn’t execute every project. Their their job is the surface needs pick direction and then call for action. But they don’t have to be the one doing all the lifting. Right? Right, Well, because they’re not all technical mazarene was describing. In fact, most or not, you’re the only person on the committee I mean, yes, but there are people there, super users on the committee. So there are some people who are very savvy and understand the technology, so they’re not officially but they’re in the Luke. Okay, okay. Yeah, sure. The committee is not That is not a project management committee. This is surfacing. As you said, Peter surfacing needs you. Both said bring needs. Bring needs to the leadership. Is it sort of? Is the committee sort of maybe both. A buffer and a liaison between C suite and users. Is there any of that when you bring the needs? If you’re surfacing, needs thes needs to be have to be funded. That funding is gonna come from the C suite. So is that Is that one of the committee’s rolls to make make the case for the for the needs that the committee is identified, they might make the case. But also, you have to say that not everything that gets elevated in this group is going to become the next-gen did or a priority, even a priority. So, you know, if it becomes something where we say this is the way it is and they would help make the case, it wouldn’t necessarily be funding. It might be just making the case of how we can roll this out. It might be, you know, in the case of if you’re using a C. R M and might be just using it in a new way where you wouldn’t need funding, but you would need other staff engaged. Yeah, I think the Tech Committee they discussed the tech budget. They should be a voice in the tech budgeting process. They’re trying to set priorities for tech for the organization. So absolutely, that has has to have close contact with executive leadership. To be able to get that funding and then also buy-in for other resource is like time and priority and behavior change. It’s the hardest part. If change isn’t lead from the top, it won’t usually stick. And so it needs to beat your needed from the bottom. But then, once the commitment is there, you’ve got a lead by example from the top. And if you don’t have alignment with the executive team, then you’re not gonna be successful. Probably Eileen, how does your committee prioritize different needs that do get surfaced? So we, um, it has to do with really? Because they’re our capacity limitations. I mean, that’s some of it is like, what are the things that if we don’t do them, the work’s gonna stop I mean, that’s sort of where it’s at. In our case, we actually identify two priorities that went to we created really project management, working groups that then did implement, then did take it further. So it’s a kind of things that just get in the way of moving the work forward. That’s that’s how it is. And if it’s a nice toe, have, then that gets moved further down. Okay, so you have to arbitrate where everybody who brings a need feels that their priority, they should be priority number one. Right? Because you, Peter, you said that the organization has a place to bring its tech needs, right? So, uh, program fund-raising, other operations of finance legal. If you’re that big an organization and they’re all bringing needs, they’ve all got needs. And then to them, these are all. Each one is number one. Yeah, I’m one of the things that committee as the arbiter of these competing right. And one thing that’s that’s a helpful part of that process is they put together a backlog and that backlog. It’s re prioritized over time, and I’m a fan of encouraging those teams to publish their backlog and give people a sense of what things you’re thinking about. That helps that helps people get used to the fact that change is coming. So it helps with resistance to change. And it helps people think about. Boy, if we’re going to do a new donor management system, maybe in six or 12 months I’m gonna talk to my friends about what they’re used. Do they like it or not? Where if you tell me it’s starting tomorrow and I was much time to get engaged, and I could be thinking about how is that gonna affect my job? And I can be a better participant in that requirement gathering if I’ve had some time to soak on it. So it’s not always the world’s worst thing that things don’t get worked on right away. Sometimes you get a better outcome if they had a little bit of soak time, even if they don’t ever get him. At least I know they were heard. I meet on the list and I agree the other stuff is hopefully important. They’re working on instead, and you get a sense of transparency, which is nice. That’ll help assuage and also and has other benefits too. But terms of you know what I was asking about. People feel better. At least they heard their priority got on the list. It’s not where they want it to be on the list, but it made it session. I’m going to after this is how assessments can help build adoption. And that’s that’s that’s I think they’re gonna talk about what we’re just talking about. People are involved in the requirements gathering. They’re more likely to buy-in on its when it’s time to actually go implement and go live. Okay, I think a part of your session was Have you done in your session already? It’s tomorrow. It’s tomorrow. Okay. We’ll be approaches to craft rushing requirements and s. So how how do you encourage ideas to come? That is, that. Is that What is that? What approaches to crowd sourcing requirements that I’ll speak for that one? I guess so, Yeah, that’s the committee. Whichever parts of the committee are going to be touched by the software, it’s only finance. You wouldn’t go gather a lot of things from program if not to be involved. But for every area that it touches, say serum, it’s gonna touch everything. You ask those people to go back to their areas and then do a threshing session with their teams. And, you know, I actually will do a facilitation around multi voting where people get to put sticky notes for ideas and then go give them five votes. And if you’re passionate about something, you can put all five votes on one thing or distribute them as you see fit and the priorities rise up really quickly. But everybody feels like they were involved in this process again. That roots metaphor coming in from all sections, the organization leading into one central set of requirements. And no, they’re not in the final meeting, where those are all arbitrated, but they like their voice was in there. And you get the benefit of the best ideas. People will see it from another area. Go. I never would’ve thought of that. Brilliant. And you’ll get it in the system. I lean. You do something similar to that? No, but it’s a great idea. Okay, you will. I’m going to stop that immediately. OK, time for our last break. Turn to communications, PR and content for your non-profit. They help you tell your compelling stories and get media attention on those stories, all the while helping you build support for your work metoo media relations, content marketing, communications on marketing strategy and branding strategy. You’ll find them at turn hyphen to DOT CEO. We’ve got butt loads more time for your tech committee. We still have a good amount of time together. What maximizing the benefits and reach of tech you already have. Let’s spend time on that. Who wants to start with maximizing what you’ve already got? So a lot of organizations have a number of applications they’re not taking a good advantage of. And so seemingly trivial task of getting an inventory of what you’ve got and then publicizing it and publishing it someplace where people can get to it over time increases the chances that the stuff you have like should get used. And sometimes it exercise will also show you were using three different survey tools for no particular reason other than that happened in separate silos. We don’t have good cross training opportunities, but we all know a different tool, and you might make the choices to get standardized on it and letting people know which already have part of that is also nurturing the super uses that you were talking about and giving them a platform to share their expertise with their colleagues, whether through office hours or through lunch, and learn things like that so that they can raised the level of expertise of their colleagues and get people can all get deeper used to the system. A lot of the work I would do with with tech committees Virtual CEO role is making sure they’re getting the most of what they already own. It’s not just about doing new stuff. You’re spending more money. So you see a lot of you see a lot of this among the tech impact clients, not maximizing what they absolutely potential. And there are even the people who feel like they know it reasonably well. No, I know the system could do so much more. I’m too busy to get to it. But, wow, I don’t I don’t I don’t know what I don’t know or I know I wish these things were easier by it all the time. We get to it, and by getting those things to a tech committee, you can then thrash them and prioritize me. When it comes up on the list, you can figure out how to get the answer to get more juice out of the stuff you already own. I mean, have you seen that? Uh, I’m sorry. At a community catalyst where you’ve been ableto harvest greater potential, I don’t know whether to look over the mic or above below. No, it’s not because you’re too short. Well, all right. You guess you could do that, Peter. Okay. It just might. Okay, good. Yeah. Has that been your experience between the catalyst? This fire is leveraging. What’s there? Yeah. And it often has to be a reminder, because people get excited about the dew and un tried, say, like, you know, let’s can we do this? And it’s like what we do have, You know, we have something here and some people aren’t even using, like, we think we’re not even using to its full capacity. So it might be having new training’s people asked. In one module we have in our CR M, someone asked for improvements and that they’re unclear. And I said, Well, here’s the instruction sheet we created over time, they said, Oh, yeah, that helps And so sometimes it’s. People think there’s something new because they just need a refresher. They need to remind them. And it might be that changes are very minor compared to what they think you know. That’s just improving use. Okay, We still have Ah, good amount of time together. What else are you gonna talk about tomorrow? We’ll talk about surveying your gang so you can You can You can get things that might come in just kind of one off people. Oh, you’re in the community and give you this idea, but to explicitly, maybe twice a year reach out and asked for input. What hurts? What? Some cool things you’re doing. You think people would want to know about that hasn’t been shared yet. And this is surveying everybody serving your full organization in heaven. Having that survey results come into the committee’s here. What hurts What? People have things they want to do that weighs in-kind reports. We can’t get to whatever it is and so kind of. We’ll also talk about what we’re thoughts for. What’s the regular monthly agenda for that group? And what our agenda items that should be each handled once per month so twice. You’ll think about budget, at least wants to put it in and wants to review it. Okay, what else? We’ll also need to think about security. Security should be thought about everything you’re doing, but just kind of taking explicit look at security at least once a year. I don’t think it through else is on the agenda kind of the every. Every month you’re thinking about what were the projects that Aaron Flight? Just not that we’re managing, but we kind of wanna have oversight and especially ones that were recently introduced. How his adoption going. What are the roadblocks on? Why it’s not getting used so we could maybe make a tweak or some more training. What are any pain points people have come up with? What are any ideas that have come up and then for the priority list? Is there anything we’re ready to start? The bump next-gen for action? That’s kind of the every month agenda. But then you have to have time to deal with these periodic things, like, Okay, how are we doing against budget and what do we want to start doing to get next year’s budget together? Thinking about security thinking about policies and procedures. Way we’re doing more work from home. What does that mean? Way have tohave more capabilities for people to go to. Access Resource is remotely or tohave things control over their mobile devices. So if they quit, we can wipe our information thinking about job descriptions. Which job should be talking about a responsibility to have to be able to analyze data, to see trends and to see connections. What, You know what? Our job descriptions in terms of what tech skills people should be having that we seek a new hires kind of going through not just literally new applications that you might get thinking about. How do the people intersect technology and what some of the ways organizations can kind of build strength. Over time, I lean a community catalyst. What? What, uh, what do your agendas look like? Do you? You have You have something you do on a monthly basis or bunch of things to do a monthly it varies, and I’m actually gonna be restructuring. It’s soon, but I usually have some part where there’s a problem to solve where we need Thio. Uh, address that question and some of it I use for actually exploration because learning is another part that we’re going to talk about, that this group has to be constantly learning. It’s not just about the specific tasks, but that helping them understand the role of technology in our worth and how it links and what culture changes and how to help other people engage and just to look at it, a higher level, which isn’t where people naturally go. So there’s usually something on the agenda or have had some quiet activities. I’m saying I’m asking them a question asking them to actually take time with pencil and paper and start giving some real thought so that we can have some conversations. So it’s I don’t want to. It’s philosophical cause it does apply, but to some of our agenda is practical and some of it is really to help them get to a place of understanding technology’s role in our work. What are some of the things you do with the paper and pencil you have people deliberating about? So one was when we first moved to our C. R. M and people said, you know, we have a way of national organizations where partner organizations migrate them in. And they told me, do it right away. So I did. And then people was like, Well, what are we gonna do with it? And so I asked people to take time and think we have national partners. Why? So I had them say, like in a bubble, like a little cartoon bubble, like in three words like Tell me like three or four reasons that we engage with these partners or they engage with us. What is our relationship with them? And instead of thinking like, What fields can we put in in order to track it? That’s putting the cart before the horse. Yes, that’s but to really start thinking about like, Why do we need this relationships? How do we communicate with them? What do they want from us? And to go just deeper? And so I had them do that just quiet time and kind of manipulate a little bit. And then we came together and disgusted. And then you translate that into into fields into fields, and I really well, you know what we need to preserve about what do we need to preserve about these organizations, right? it is. And so when you know, I don’t answer it this way. When people say, you know, can you add a field for that isn’t what they should be asking me. They should be asking. They should be telling me why they needed and that’s what we’re getting for. So yes, so once we get to what they need, then I can implement, and then they contest it and they can see if it works. But to try to move, people wave like create a field for two. I need to know this for this reason, because the the what they want may already be recoverable through some food querying the existing data. It could be it could be or could not. But if if we don’t know the question, we can’t answer it. Yeah, what’s the purpose? It almost starts to overlap with data governance. Depending on how large you are, you might have a different team that’s doing that. But understanding hate data has to move between these two systems, so we better always call it kindergarten. And not Kay is really two different systems that when you go to line those data points up there, the same. And does the field already exist? Those kind of things. That level of detail maybe isn’t appropriate for latto Tech committees that they may. They may be a sub group that they push that off, too. But it does certainly overlap that the concepts of governance on the training front. We would encourage a tech committee to think big picture about that. Are there good onboarding experiences with people? And people often stop thinking about training after the word onboarding and that mrs most of the boat. Because most people’s onboarding experiences, it’s a fire hose. It wasn’t the teachable moment. I don’t need to use it yet. I’m not gonna remember it. So making sure that the onboarding experience is giving people things they could refer to later when they actually need it and then thinking about once they’re actually using the system and they want to use a deeper how are you supporting him in that? How can they go? Often people don’t do a lot of reporting at first, but then once they’re using it, if it’s useful, reporting should be the main win. That’s where you’re actually doing something with the data and often they don’t get that training in the beginning. And how did they get access to those kind of deeper features? How are they trained on how the systems change? Especially using cloud software might change every two weeks. And who’s responsible the organization for mastering the ongoing learning and echoing it back in your context, not the committee does this, but the committee’s thinking about who should do it and that they’re making sure that conversation and that planning is happening. So people are staying current on the tools they’ve got and on and on surfacing. Who’s doing experiments within the company? Somebody tried a new project management tool. It’s free and they love it and having a way to know that and to share it, to see if it resonates with anybody else and maybe get broader value within the organization. That’s that’s to me. A big part of what they do is letting people know across organization what’s who’s got, what knowledge and how they can spread that around. Let’s talk some about the policies, policies that the committee is. Is he preparing or reviewing Eileen What, what kinds of what kind of policies Your is your committee looking at, and this is actually something that I’m going to bring to them. They haven’t started on this, but one of them is. We’re, uh, in your two and 1/2 of our CR M were noticing that people aren’t updating records they’re supposed to be doing or not doing it the correct way. And so I need to bring to them that we need to figure out a new way, organizationally, to do this. Now, they’re not gonna be doing the data monitoring, but we have to figure out who’s gonna be entering the records. Who are the appropriate staff people. And how will we change this culture of engaging certain people to be updating things and nuts? And maybe I’m trying to think of how to phrase it. It’s a problem to solve. So right now, too many people have, uh, have the privilege of changing data. So I don’t know, something as simple as one person puts it in his avenue. Another person puts it in his A v e period. It’s gonna be a simple Is that a problem? That’s the walk in the park one. It’s more like people who don’t enter or entering. I guess that’s it. Like people who aren’t entering it or aren’t being careful enough, you know, abila like spelling misspelling the last name that’s you know, which I’ve seen. And so you know, that’s that’s a really serious one. Or like I said, you’re not entering it or not linking it appropriately to the right organization. And so it’s it’s lost, not entering conversation Well, that everyone is supposed to do. But yeah, as far as putting in the records. And so we It’s common, I think. What’s theorems that you have when you started? You let everyone do it and sort of see how it goes. And so we have to backtrack a little and say we need a little more quality control and so that’s real governance. So there’s a tension between having enough people to get the work done on having it done at a high enough level of quality where, you know, we’re not rife with ever. Yes, There you go. Okay. Well, yeah, but all I do is identify the problem. You gotta come up with a solution. Yes. Straddle that fence and I’m gonna engage the governance team toe Help troubleshoot this Of how we can identify. The staff were not gonna hyre admin staffs of somebody. We’re not gonna hyre new admin stuff. So it’s gonna be somebody who has another job that’s gonna have to do this, and they’re gonna need their health. Okay. Policies also go to things like security practices. What password, Man Policy. What’s the policy on what devices allowed to connect to our network? What we love to do and not do with thumb drives? Soto have to know that I need to have just the security policy and to get some advice on what should be in it and making sure you have it. And then is part of it when you talk about security. Reminded me of your colleague Jordan McCarthy. Oh, yeah. It was on the show in January. Yeah, talking about keeping your data, your data and your sight secure in 2019. That was, you know, Jordan from taking back. Okay, Yeah. He leads our security practice. Okay? And he can tell you about security in ways that multi authentication sign on anyway. So policies can also go to things that go beyond security. What’s one year? Lots work from home. From what locations. Are you allowed to work? And what happens when the remote employee lead? Well, first of all, who owns the tech at the hardware that they’re given and what happens to it when they leave? And what your policies around, how you recover machines were leaving a white remote machines? Were they supposed to store it in their home? Is it okay if it’s just on their desk or does have to be under lock? It could even be some like a clean desk policy so people can’t walk by and see confidential information if you’re not. Presidents actually tech policy, but overlaps because that’s the concept of locking a scream when you’re not in front of it and having a password. That old story that Steve Jobs used to fire somebody if they grab their apple phone and didn’t have a screen lock on it cause he didn’t want people seeing information about their products under development. Um, all right, so I think there’s a lot for your committee to be busy with. Sure one meeting a month is enough. You want to get you know what it is? I thought of twice a week I was able to entice them to do it more. Right. Okay, okay. Things that we talk about is the committee is also part therapist. People bring baggage when it comes to technology. They’ve had bad experiences with prior rollouts, either at this organization or elsewhere. They’ve heard rumors of somebody using this system you’re proposing to use that didn’t go well elsewhere. And so you have to kind of coach you’re alluding to. This is a change, management things. A big part of it is them giving people in their in their teams that they’re working with a chance to express their fears on, sir in doubt and kind of work them through that in advance. So why the time the zsystems actually getting rolled out? They’ve kind of heard the concerns, ideally, done something concrete to address them at a minimum, make him felt hurry, but ideally shown them how That’s Yes, that was true before, but here’s how they fixed it. That’s kind of the best way to allay fears. To say it was true. And it’s fixed, but not always that easy. Eileen, you’re running a committee, so I’m gonna give you the last word on moving your plan. forward to committees that work. What would you like to wrap up? What would you like to leave? Would you like to leave people with? I think it’s really essential to have the committee’s. I know that seems like a very considering we’re doing this thing. It’s pretty obvious, but I think it’s it’s a learning process, for B is a facilitator, and it’s it’s just critical to move things forward, to keep people learning, to keep people engaged in a real way not just, um, a symbolic engagement, which is like, You know, it’s very easy to say we’re gonna keep staff engaged, but this is, like, authentic, that they’re in the room helping to make decisions, helping to problem solve and see what’s behind the scenes. All right, we’ll leave it. There they are. Peter Schiano, project manager and consultant at Tech Impact and Eileen Y Smell knowledge and database manager for community Catalyst. Peter, Thank you very much. Thank you. Real pleasure. Thank you for being with Tony martignetti non-profit radio coverage of 19 NTC. All of our 19 NTC interviews are brought to you by our partners at ActBlue Free fund-raising tools to help non-profits make impact. Thank you. Next week I’m gonna fire a listener at the top of the show. If you missed any part of today’s show, I beseech you, find it on tony. Martignetti dot com were sponsored by Wagner. CPS. Guiding YOU beyond the numbers wagner cps dot com By Cougar Mountain Software Denali Fund Is there complete accounting solution made for non-profits tony dot m a slash Cougar Mountain for free 60 day trial and by turned to communications, PR and content for your non-profit Your story is their mission. Turn hyphen to dot c e o. Our creative producer was Claire Meyerhoff. Sam Liebowitz is the line producer. Shows Social Media is by Susan Chavez. Mark Silverman is our Web guy, and this music is by Scott Stein. Thank you for that affirmation. Scotty. Be with me next week for non-profit radio. Big non-profit ideas for the other 95% Go out and be greet. You’re listening to the Talking alternate network. You’re listening to the Talking Alternative Network. Are you stuck in a rut? Negative thoughts, feelings and conversations got you down. Hi, I’m nor in Sumpter potentially ater tune in every Tuesday at 9 to 10 p.m. Eastern time and listen for new ideas on my show beyond potential. Live Life, Your Way on talk radio dot N Y c aptly named host of Tony martignetti non-profit Radio Big non-profit ideas for the other 95% fund-raising board relations, social media. My guests and I cover everything that small and midsize shops struggle with. If you have big dreams and a small budget, you have a home at Tony martignetti, non-profit Radio Fridays 1 to 2 Eastern at talking alternative dot com Hey, all you crazy listeners looking to boost your business. Why not advertise on talking alternative with very reasonable rates? Interested? Simply email at info at talking alternative dot com Are you a conscious co creator? Are you on a quest to raise your vibration and your consciousness? Sam Liebowitz, your conscious consultant and on my show, that conscious consultant, our awakening humanity. We will touch upon all these topics and more. Listen, live at our new time on Thursdays at 12 noon Eastern time. That’s the conscious consultant, Our Awakening Humanity. Thursday’s 12 noon on talk radio dot You’re listening to Talking Alternative Network at www dot talking alternative dot com now broadcasting 24 hours a day. Do you love or are you intrigued about New York City and its neighborhoods? I’m Jeff Goodman, host of Rediscovering New York Weekly showed that showcases New York’s history, and it’s extraordinary neighborhoods. Every Tuesday live at 7 p.m. We focus on a particular neighborhood and explore its history. It’s vibe. It’s Field and its energy tune and live every Tuesday at 7 p.m. On talk radio Die, you’re listening to the Talking Alternative Network.