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Nonprofit Radio for September 21, 2020: Your Leadership Pipeline & True Consultant Love

My Guests:

Dennis Miller: Your Leadership Pipeline

Dennis Miller returns to encourage you to identify and develop future leaders in your nonprofit. He explains what goes into your leadership development plan. He’s president of Dennis C. Miller Associates.

 

 

Loree Lipstein & Tracy Shaw: True Consultant Love

If your leadership pipeline is lackluster, you’ll have to hire outside talent. Our 20NTC panel helps you pick the right match for a great consulting relationship. They’re Loree Lipstein and Tracy Shaw from thread strategies.

Loree Lipstein Tracy Shaw

 

 

 

 

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[00:00:33.94] spk_1:
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 forced to endure the pain of declare veins if you inflamed me with the idea that you missed today’s show Your leadership pipeline. Dennis Miller returns to encourage you to identify and develop future leaders in your non profit.

[00:00:40.74] spk_0:
He

[00:02:08.74] spk_1:
explains what goes into your leadership development plan. He’s president of Dennis C. Miller Associates and true consultant Love. If your leadership pipeline is lackluster, you’ll have to hire outside talent. Our 20 NTC panel helps you pick the right match for a great consulting relationship. There are Laurie Lips Teen and Tracy Shaw from Thread Strategies. Antonis. Take two. A change to plan giving accelerator response erred by turn to communications, PR and content for nonprofits, your story is their mission. Turn hyphen two dot ceo and by dot drives, raise more money changed more lives. Tony dot Emma slash dot for a free demo and a free month. I’m very pleased to welcome Dennis Miller back to the show. He is a nationally recognized expert in non profit leadership, executive search, strategic planning and board and leadership performance coaching with more than 35 years experience. Once upon a time, he was president and CEO of Somerset Medical Center and Foundation in New Jersey. Now he’s president of Dennis C. Miller Associates. He’s at Dennis c. Miller dot com. Welcome back then. It’s similar,

[00:02:10.84] spk_0:
All right. Great to be back. It feels like being back home. It’s great.

[00:02:14.60] spk_1:
Back home. Good

[00:02:16.44] spk_0:
a long time. I’ve always, you see since grammar school because distinguished myself

[00:02:20.35] spk_1:
from the that from that comic Dennis.

[00:02:24.23] spk_0:
And I just tell people I’m actually funny today. It’s so that’s right from

[00:02:27.57] spk_1:
the fraud. Yeah, he’s the fraudster. You’re the original. All right. Dennis Charles.

[00:02:32.68] spk_0:
His mother gave him my name. Put it that way.

[00:02:36.04] spk_1:
Yeah, very good. Alright, alright. So leadership are non profits. Not doing a good job bringing up talent from their ranks. What are you seeing, Dennis?

[00:03:07.04] spk_0:
What’s not necessarily that they’re not doing a good job. I just think there’s not a focus that they need tohave here. I mean, I tony, I tell a lot of people that typically today with, you know, Kobe 19 this is the time to do a number of key things. Shopping up your vision, shopping up your board, shopping up your branding flans me. But really, a lot of tension has to be paid to assess your leadership talent from within new organization. I mean, you know this quite well. I’m sure your listeners to is that the thing that makes an organization successful is not the bricks and mortar it’s of people. And we need to invest as much as our in our own people as we possibly can, because there are our future leaders. So it’s really crucial that we take a step up and invest in our leadership development.

[00:03:31.01] spk_1:
How do we distinguish between folks who have leadership potential on dhe? Those who don’t

[00:03:56.64] spk_0:
well, a couple things first and organization really should do is think about what its overall strategic goals or for an organization, and then looking at every position they have in the table of organization as any level of management, whatever one of the conferences that one needs toe have to succeed in that job, particularly if that job becomes available. What we do is that we do an assessment of each leadership person and When I say leadership, I’m not talking about the top level

[00:04:03.53] spk_1:
people. This is not only for CEO. Yeah,

[00:04:48.94] spk_0:
this is for everybody that has a title of supervisor, part time, weekend outreach coordinator. Whatever this is, the leadership of support term for us is the kind of we do an assessment of them to our farm to Alexis. And it really kind of measures core attributes. Um core attributes the things along, the lines of reasoning, ability of people contact their attitude, their sense of urgency will take charge. There’s things like that. They’re competitive. So once you assess their core traits, not court aptitudes core traits, you can then put together a development plan for those core traits and kind of move people on which I’ll happy to explain. But it’s really assessing where someone is and give me a plan of action to develop. So they become for productive and more forceful as a leader going forward.

[00:04:53.54] spk_1:
Do you feel that anybody has leadership potential if they’re if they’re brought along the right way? Or they’re just some folks that are not are not meant to be leaders.

[00:05:03.04] spk_0:
Yeah, Well, listen, you know, there are people I think you can learn to be a leader. I think that I think I learned to be a leader. I think there’s some people that certainly are born probably with certain attributes or genetics that predisposed them towards a leadership position, something sometimes. But I clearly think people can can learn to be a leader and certainly buy things in their environment or things in their life that they have to make choices on. So I think people can develop if they want to. But here’s Brian saying Everybody you have to choose and decide You wanna be a leader And I think there’s a lot of ways of helping people become leadership. But it’s a question, if you wanna, you wanna be a leader. If you wanna be a leader, you wanna be one. Yeah,

[00:05:42.56] spk_1:
all right, that’s true. A lot of folks may not aspire to that. They’re just absolutely don’t know. They don’t want to supervise other people and,

[00:05:49.84] spk_0:
well, you know. And there’s a

[00:05:52.27] spk_1:
place for them as well. Of

[00:05:55.14] spk_0:
course it you and I know that the future and even today I mean we need leadership we need. Teoh is a people business. We’re in and so we need to develop or potential. Those are assets.

[00:06:05.64] spk_1:
Well, I know you chose to be a leader because one of your books is mopping floors to CEO. Yeah, I know you’re you’re chuckling, but that’s your book title.

[00:06:53.64] spk_0:
Yeah. What is it? You know, I I’ve had a successful 35 40 year career, but I started out really difficult challenges. And I did actually my floors when I was, you know, young man and was sort of homeless and went to a very difficult time in life, and and I chose to become a leader, and I ended up becoming a, you know, CEO and had a long term career of 25 years of medical, business and corporate executive and CEO of two hospitals. And I had my own business for 16 years, so I chose to be a leader. Absolutely. But, um, you know, I think that we need to sort of, you know, uh, the issue was also about, um, confidence and developing self confidence to people that they can be leader. And I think you know, most people somewhat lack some level of self conference. Some people, as you know, have too much self confidence and probably not riel, but I think tony to a lot of people. Given the opportunity to experience that chance, I think people will grow with it. I mean, no one gets to be a major league baseball player without starting with Tebow or literally. So. I think that, um, but I just to me is really important. It’s not not something we could do tomorrow. We don’t You could do this without any, almost without any dollar investment. But if we don’t invest in our people and training our people give people a chance to grow and develop. No one stays in a job forever, and it’s really crucial, particularly in any sector. But it’s not public sector, which is really the glue that keeps our communities together through these difficult times. And this is the worst time I can in 100 years, at least for this country, for the world leadership of development. And so what is the what are the benefits? When you tell people that you’ve been selected to be part of a leadership development program, it inspires enthusiasm. The morale goes up, retention goes up. People feel a sense of future

[00:08:11.34] spk_1:
I was just gonna ask you, Do you tell folks that they’re in a leadership pipeline? Leadership will tell someone Way leadership potential in you.

[00:10:00.34] spk_0:
Yeah, I think One of the ways way. Do it. Twofold. One is to start with, just, you know, hopefully everybody has some form of performance evaluation system. So to evaluate people, how they’re performing on those, whatever they might be a those top 20% performers, whatever they have earned the chance to be in sort of. What do you want to call your own organizational, leadership, academy or institute? Whether you have 50 people working with you or 500 people working, too, you want to kind of identify those people based on their performance. Then those people have not made the grade. You could explain to him what you need to do to make the great so you could motivate them to say, Listen, you need to beam or focus on working with others. Well, not just yourself, so you can point out the thing that they need to do to get into that leadership club here. It’s a huge reward to do that, and then obviously there’s a lot of things that one can dio and the types of courses one can take online courses using your own staff as mentors. There’s a whole range of things to focus in on, but clearly there’s a lot of leadership conferences today that we need to use to successfully leader organization. But we didn’t use yesterday, so I’ll give you a couple examples you clearly today more than before, visionary thinking is crucial. Compensate. That has to have, I mean, mission support. Mission focused is crucial but visionary thinking. It’s important relationship building. It’s a simple thing, but clearly how well you can earn people’s trust. Respect your passion for the organization, Emotional intelligence is a huge issue to be able to be able to identify and grow. Used to be I Q. Now it’s like you entrepreneurial spirit, having the ability to understand that today you know most of our funding is not going to come from public sources, and most of our, uh, you know, funding, particularly with Kobe. 19. This the federal government statement cameras. We’re running out of money so don’t dependent on public funding together. But on tomorrow, Spirit Mayor convinced people to invest in your success. That’s it’s fun. You issue of collaboration wth issue of being a motivational leader of vision will be able to be successful succession planner s. So there’s a lot of conferences that people need tohave today and the skills that need to have going forward and not necessarily the skills that led people to success in the past. So today there’s new companies that needed, and we need to encourage people to develop those.

[00:10:47.67] spk_1:
All right, so you can you identify these? I mean, you’re not gonna find somebody who’s got all these competencies? I don’t think, but you’re you want toe identify people who have potential, right? I mean, maybe they they think they think broader, you know, they think market wise. So that gives them a broader a broader perspective. So that’s that’s encouraging on. Maybe they’re on top of that. They work well with others, but you’re not gonna find somebody’s got all these, you know, 68 competencies. Right? But you’re looking for you’re looking for potential in folks, right?

[00:12:29.76] spk_0:
Yeah. Nobody is perfect. Nobody has everything myself included. Clearly what you want to do is focus on where people are at today. So what are their best attributes today and give people enough because there’s thousands and thousands of people every day who are visionary thinkers in our own communities, but give people an opportunity to be exposed to it. So let him explain What? What does it mean to be emotionally intelligent? What does it mean to be able to regulate your own emotions? What does it mean to be able to identify the emotions of others, to make sure that your own emotions are causing, uh, friction within other people? So how do you respond to people’s emotions? So there’s a lot of things one can learn what can learn about governance, what can learn about flan to be what can learn AA lot of things, how to develop goals and follow through and give people an opportunity to it. But if we don’t sort of seed if we don’t seek ways of training, are currently has become better and are potential leaders become even better emerging leaders, we’re gonna be on the show. So we have to focus on as much as we can developing people.

[00:12:32.87] spk_1:
All right, we’ve identified these people, by the way you might hear some background noise. I have some work going on on my deck up above me. So in case you here’s some background sawing or pulling boards up or anything, that’s what’s going on.

[00:12:49.07] spk_0:
It

[00:13:07.64] spk_1:
z unavoidable. So all right, way to identify these people? How do we invest in them in their futures? Or do we? Is it a matter of sending them toe professional development courses? Is it giving them mentors? Is it broadening their responsibilities in the organization? How do we develop these, these folks?

[00:13:45.84] spk_0:
What’s a couple of things and your questions right on the money. So it’s a every organization. Just as you have a strategic plan and you have a business plan and operating budget plan, you should have a leadership development plan. And what does that mean? Just what you said here. So sometimes you wanna be able to, uh, creators and met the ship. So who would The organization would be a good mentor, Somebody else’s to identify your mentors. Mentors and coaches here identify potentially some their courses or topics that one can teach about sort of through a lunch and learn. Uh, there are. We are firm. We have online courses. We have an online course called How to become a high performing, non profit executive leadership team. A CEO’s guide. The organizational success So you could take this course relative very inexpensive, a tw home in your office on your mobile app. And so there’s ability to interact with that. There are certainly a books one take their certainly things on the website. You can think so, But if you wanna let people put somebody in charge of your leadership development for maybe or HR executive, maybe you’re Cielo. But anybody here? So you want to stop. Wish more of a formal leadership development program, just as you would with anything else here, just as you wouldn’t and you’ve developed. You have a development plan, a fundraising. But how do we get more donors dollars? There’s an effort put into that right. You hire someone, you have a program. We have a plan. You might bring an outside consultant. Focus in on your leadership development the same way here. I think that you can clearly think about this. If you’ve been identified as a potential method that makes you feel good. Also, to know that you’ve been recognized as someone who could be a mentor here, So this has a really, really positive feature here. So if you assess people’s talent, you do have to assess people’s talents based upon their performance and again people our farm. We have something called Alexis, which we measure people’s core attributes and things like that, but certainly, um, development program.

[00:16:02.84] spk_1:
It’s time for a break turn to communications. The world runs on relationships we know this turn to is led by former journalists so that you get help building relationships with journalists when you wanna be heard because there’s breaking news and you wanna show yourself as a thought leader in your field, those relationships are going to help you get heard because journalists are gonna take your calls because they already know you turn to specializes. In working with nonprofits, they understand the community. One of the partners was an editor at The Chronicle of Philanthropy. They’re at turn hyphen two dot c o. Now back to your leadership pipeline with Dennis Miller. Is this a program that’s for individuals? It’s individually tailored or it’s a It’s a leadership or professional development program that is universal for for all all the potential talent we

[00:17:24.24] spk_0:
see, I think as an organization, I think you should have overall organizational, um uh, leadership development plan, just as you would in order overall organization plans. We plan. So overall one. Now, just as you have a plan for annual giving and playing, giving and major gifts and grants things like that and then each person that was that in your employment, each person that’s part of your team should have their own individual sort of plan assessment based upon their own personal. That’s what they need to do. So example here, if they’re assessing, they find that their you know their their reasoning ability as well. They enjoy people contact, but maybe do not take charge. So now you have to find a way to help them build their self conference so they could take charge so each each other, assess each person individually at the same time having any part of the group here. That’s how it works. It’s like coaching sports team. You have a team, you know, whether the Yankees or the Mets or the Dodgers. Whatever. You have a team out there players, but each person is also coach in your position, so that’s how you do it. You

[00:17:24.48] spk_1:
mentioned mentoring could be could be valuable, say a little more about that. I feel like there’s not enough. I feel like it’s not enough attention paid

[00:17:31.90] spk_0:
Thio your your friend or family next, tony. But I think I look at myself here. I mean, telling yourself here, I asked, You know, your listeners, Has anybody ever meant that you have? You had a mentor and I’ve had a number of mentors and they’re just people toe the surrogates and supporters, people that maybe there were role model to you. So someone, you know, that’s that’s probably the best thing if there’s anything that you kind of listen come away from today is is is you know, think about the idea of mentorship just where your organization can. You have people become, you know, become a member.

[00:18:16.94] spk_1:
Let’s let’s talk. Let’s drill down because I’ve had other guests, you know, talk about the value of mentoring. But but and you’ve said you’ve had many mentors, what does it look like? Do you schedule a bi weekly or a monthly? Our together

[00:18:21.86] spk_0:
there’s

[00:18:22.22] spk_1:
there’s some banging going on. By the way, you might hear our radio to my my contractor likes, uh, music of the sixties and seventies.

[00:18:32.57] spk_0:
So outside my office to say,

[00:18:33.76] spk_1:
Okay, you got recycling. All right, well, you might hear some credence. Clearwater Revival. Um, hey, if you can hear his music, that’s the There you go here that there you go, pulling that, pulling those deck boards off. All right. So mentoring the details of mentoring. What? How does it work? Let’s talk about the nuts and bolts of a strong mentoring relationship, like in your own. In your own example,

[00:18:59.84] spk_0:
I It’s an excellent question, I think. A couple of things here. Thanks. You certainly can. And as an individual, be seeking a mentor. So try to identify someone maybe in your and your neighborhood, maybe in your organization, maybe in your church.

[00:19:17.84] spk_1:
All right.

Nonprofit Radio, February 17, 2012: Consider Consultants Carefully

Big Nonprofit Ideas for the Other 95%

Sponsored by GE Grace corporate real estate services.

Listen live or archive:

My Guest:

Penelope Cagney
Penelope Cagney: Consider Consultants Carefully

Penelope Cagney, consultant and author of “Nonprofit Consulting Essentials” shares how your nonprofit can get the most from these engagements. What’s special about nonprofit consulting? Does it matter whether you need help with fundraising, governance or management? How do you make a good match? And what can we expect for the future?

Please take a moment to take the survey for this week’s show with Penelope!

You’ll find it below. If you could also share it with other nonprofit professionals, I would appreciate it. The more people who take it, the better the results and the better the show! Thank you!

 


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Yeah. Hyre hello and welcome to the show, it’s tony martignetti non-profit radio big non-profit ideas for the other ninety five percent of your aptly named host it’s february seventeenth, twenty twelve i’m glad you’re with me and i hope to hell that you were last week because you would have heard readings, possible futures and last and past lives. Psychic medium betsy cohen, one of the top ten psychics in new york i can read your non-profits energy and help you see a wider perspective, reveal what’s hidden and understand possible futures from different alternatives related the donor’s staffing budget, maybe even consultants programs or whatever challenges you’re facing that was last week on dh. Also, it was board oversight basics to our regular legal contributors. Jean takagi and emily chan unlocked the vagueness around the board oversight, and that was part two of the discussion that we started on january twentieth. All of that was last week. This week, consider consultants carefully. Penelope cagney, consultant and author of non-profit consulting essentials what non-profits and consultants need to know, shares how your non-profit can get the most from these engagements what’s special about non-profit consulting does it matter whether your your need is in fund-raising, or governance or management, or maybe even international consulting. How do you make a good match, and what can we expect for the future around these relationships? Penelope cagney is with me for the hour at roughly thirty two minutes into the our tony’s take two. My block this week is generosity day. Valentine’s day was rebooted to generosity day on, i’ll say a little about that. This show is supported by g grace corporate, really state services, and i’m very grateful for their support. Really. Right now we take a break, and when i return, i’ll be joined by penelope cagney. We’re going to talk about considering consultants carefully, and i hope you will stay with us. Dafs you’re listening to the talking alternative network. Treyz are you suffering from aches and pains? Has traditional medicine let you down? Are you tired of taking toxic medications, then come to the double diamond wellness center and learn how our natural methods can help you to hell? Call us now at to one to seven to one eight, one eight three that’s to one to seven to one eight one eight three or find us on the web at www dot double diamond wellness dot com. We look forward to serving you. Is your marriage in trouble? Are you considering divorce? Hello, i’m lawrence bloom, a family law attorney in new york and new jersey. No one is happier than the day their divorce is final. My firm can help you. We take the nasty out of the divorce process and make people happy. Police call a set to one, two, nine six four three five zero two for a free consultation. That’s lawrence h bloom two, one two, nine, six, four, three five zero two. We make people happy. Hyre 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 welcome back to big non-profit ideas for the other ninety five percent on tony martignetti non-profit radio. My guest for the hour today is penelope cagney. She is president of the cagney company. They’re consultants to non-profits in governance fund-raising and planning she’s worked with six consulting firms. She hosts good advice. A chronicle of philanthropy, blawg by consultants for consultants with co author bernard ross. She has a new book coming out this year. Global giving how the world is changing philanthropy today we’re talking about her current book non-profit consulting essentials what non-profits and consultants need two notes published by josy bass. And i’m very pleased to welcome penelope cagney to the show. Hello, penelope. Hello, tony. Thank you for inviting me. And i’m very pleased. It’s a pleasure to have you welcome from arizona. Yes. Uh, celebrating a hundred years that’s, right? You’re yes. One hundredth year celebration of the statehood. A van of arizona’s that right this year. That’s right. Downtime. Excellent. Okay, this month, even. All right. Um what? Not non-profit consulting essentials? Why did you feel this needed to be written? I needed to be needed to write this book because i’ve been a consultant for most of my professional career and well, i often concentrated on the my expertise, the content of what i was doing, it was beginning to dawn on me that there was a whole, uh, side to consulting. That wasn’t off talked about, which is the actual, uh, skill of consulting itself. And, you know, there’s just there’s a lot of books written about consulting, but very, very few on non-profit consulting specifically so and the last couple books that had been written, they were good ones, but it was over a decade since the book had been written on the subject and much had changed in the world since that time. And so i wrote the book that i wanted to read, okay? And consulting is actually one of the largest expenses that a lot of charities face. It is it’s it’s often khun b, you know, it’s, it’s, it’s, it’s, not a part of the usual operating expenses. Non-profit and it can be ah, a considerable expense. Hyre i pulled listeners before the show, and i think the first two questions are our most relevant. Have you worked with consultants in your non-profit either paid or probono and eighty six percent said that they had. And then the second question was, if not, why not? And one hundred percent said because it was too costly. Yeah, i’m really not surprised that it’s it can be can be viewed as somewhat of ah, luxury or non essential, you know, that’s debatable whether it really is is not his good consulting at the right time can really change the fortunes of a non profit organization. But then the book is also for consultants as well, and maybe even people considering dahna ah, career as a consultant. Yes, it is. And there’s more of them today than ever. Which is another reason why i wrote the book, actually, because there are more consultants and more different kinds of consultants. So there’s there’s a great diversity. And i think that non-profits may have i may have a challenge a time sorting out what’s good. Who they should choose what the criteria should be. Yeah, and maybe even what their needs are? Yes, absolutely. We’re going to have a chance to talk a little about different types of consulting and what? Why it matters what? Whether somebody is being brought in for fund-raising or governance, but yeah, i think just for charities, identifying what their needs are can be difficult, absolutely oftentimes it’s, like when we visit the doctor, we we hurt, we know that something’s wrong, but frequently we really don’t know way don’t have a clue what it is excellent problem, we have symptoms, symptoms, right flagging fund-raising or board disagreement or volunteer troubles or something like that, right? You know, it’s interesting one thing that we consultants will say, you know, we’re going to talk about the different types of consultants, but fund-raising typically is it tend to be a popular choice, and one of the reasons is because something is wrong in the organization and the way it shows up, they can’t raise money and interesting, yes, so that’s a common symptom of a lot of different problems, really, that can be the root of that. And one of the one of the, uh, clear, uh, clear past that non-profits conceit towards hiring consultants is one that will increase their revenue. So that is one argument that can be made for hiring consultants that they find, you know, agreeable and what you’re saying about fund-raising being very popular. Is born out in that listener survey. I did to two thirds of people who survey who answered the survey, said that fund-raising was one of the areas that they had engaged a consultant, and we’re going to take a break right now, penelope. And when we return, we’ll get a chance to talk about how non-profit consulting differs from from corporate or government. And we’ll talk about some of these other different areas of consulting. I know that you’ll stay with me, and i hope listeners will too great e-giving anything tooting, getting thinking things, you’re listening to the talking alternative network. E-giving e-giving cubine. Are you stuck in your business or career trying to take your business to the next level, and it keeps hitting a wall? This is sam liebowitz, the conscious consultant. I will help you get to the root cause of your abundance issues and help move you forward in your life. Call me now and let’s. Create the future you dream of. Two, one, two, seven, two, one, eight, one, eight, three, that’s to one to seven to one, eight one eight three. The conscious consultant helping conscious people. Be better business people. Hi, this is psychic medium. Betsy cohen, host of the show. The power of intuition. Join me at talking alternative that calm mondays at eleven a. M call in for a free psychic reading learned how to tune into your intuition to feel better and to create your optimum life. I’m here to guide you and to assist you in creating life that you deserve. Listen. Every monday at eleven a, m on talking alternative dot com. Are you feeling overwhelmed in the current chaos of our changing times? A deeper understanding of authentic astrology can uncover solutions in every area of life. After all, metaphysics is just quantum physics, politically expressed hi and montgomery taylor and i offer lectures, seminars, dafs and private consultations. For more information, contact me at monte m o nt y at r l j media. Dot com talking alternative radio twenty four hours a day. If you have big ideas but an average budget, tune into tony martignetti non-profit radio for ideas you can use. I do. I’m dr. Robert penna, author of the non-profit outcomes toolbox. Welcome back. Come with penelope cagney, penelope cagney’s with me, and we’re talking about consider consultants carefully, that important consulting relationship for your non-profit how does it differ? Consulting for non-profits penelope versus other other sectors? Well, there’s, there’s a number of differences, one of the there’s fewer resource is non-profits have fewer resource is than, say, uh, corporate organizations, you know, money being one of those another difference is and what can i just stop you there? And sometimes it’s fewer resource is in relationship to on a seemingly insurmountable challenge, like world hunger or or water purity in, you know, eastern africa, absolutely my co author of my next book on global giving, it says that it is absurd the size and the resource is that non-profits have relative to the size of the problems that they’re trying to tackle, so they have fewer resource is and that affects non-profits in a lot of ways, one because, um, they there tends to be a sort of relationship because they’re less willing, as we’ve noted there, less willing to pay out money for consultants, then some corporations would be so it’s more of a sort of piecemeal approach to consulting rather than a longer term relationship there’s less in the way of long term retainer relationships, they’re not unheard of, but there, but they are take place less often. Um, and also you have to take care when you make recommendations to make sure that the non-profit can’t afford to implement the recommendations. So you have to keep all these things in mind. Some of the other differences are that impact, which is, you know, a very hot topic these days. Yes can be harder to measure in the nonprofit sector without a bottom line to point to, um, consultants have to help the non-profit figure out what has to be measured and how to measure it, and including their own success is a consultant. Oh, that’s interesting. So and that should be part of the engagement, right? Is measuring that absolutely, um also that you have these large boards with large and diverse boards are much larger than corporate boards, and they’re not hand picked by the ceo as they are in some corporations. So dealing with these boards and also with many other concerns types of stitch you in then you might have in a corporation, so decisions take longer because there’s more stakeholders involved and so not consulting a non-profit usually takes a third to half longer than the same a similar type of project in the corporate world would take and that’s interesting in relationship to the point you just made a couple of moments ago that typically the relationships, the consulting relationships are shorter. Yes, well, you have a slower moving process and typically shorter relationship that is correct. Good also there’s a larger degree of passion that you won’t find, perhaps i mean, i’m not saying that passionate people don’t work in in corporate cos you’re generalizing lee, but there’s, you know, particularly board members, their passion converge on, you know, fanatical being around you could say fanatic, we’re not using any names irrational, fanatical, sure naming no names, of course, the degree of passion of both staff on board and that could also apply if if the founder is still in the picture. Oh, absolutely right. Enormous passion. It’s their it’s, their child. They created this organization, yes. And and that passion can contribute to problems in some respects as well as being a great yeah. How does it contribute to problems? Well, you know, talking about founder’s syndrome, you know, sometimes i’ve been engaged in exploratory conversations with non-profits and what the individual’s describing as as the problems that the symptoms are actually the signs of founder’s syndrome and what let’s let’s keep you clear of jargon jail now on tony martin and non-profit radio have george in jail, so let’s define you need to take a break for a sec, like take a drink of water or something. I can i think i could do a little tap dance, ok, because i couldn’t go into more detail about george in jail if you need it. But s o let’s let’s define founder’s syndrome, so get you out of get you on probation quickly. Well, in order for an organisation to evolve and mature, they’re good move through different stages and then the beginning. There’s there’s often times the charismatic, driven founder who attracts a group to them and drive the organization in the beginning. But in order for an organisation to grow at some point, that founder has to let go and it’s very difficult, and it cause it can cause a lot of problems and terrible risks and and estrangement from the board and sometimes even organizations, you know, completely, uh, dissolving because of this sum kind of stress. So founder’s syndrome is one of the problems that that’s often encounter, and the founder is sometimes not conscious of this syndrome comes that the common. So they’re describing what’s going on, and they don’t even realize that the problem. Okay, he’s, good to bring this out. Okay? Just some other ways that i think it’s interesting. How how? How non-profit consulting contrasts with with maybe corporate or government? Well, what else are you thoughts there, there’s more women ceos. So staff leadership, uh, there’s there’s more women they are than in the corporate world. Um, and also on board, however, there is the exception with the very large non-profits those will be typically male dominated boards. Yeah, they’ll tend to be, you know, the sort of the typical, um, you know, caucasian male, middle aged, uh, a type of profile, which is something that, you know, can be a challenge because we’re trying to reflect the diversity of the organs of the constituents that we represent, right? So that’s, another difference. And also that non-profits typically have a more collaborative style and sometimes, for instance, great leaders come over from the corporate world into the non-profit world, and they find that it’s actually more difficult for them because they can’t just tell people what to do. I mean, that can certainly can tell the board what to do. So there’s a great deal of consensus building and work, a more collaborative style, which is required for leadership and the non-profit sectors. So god, so and this this effects consultant? Yeah, and that is creating that slower process that you talked about earlier, exact, because we’re trying to be more inclusive and and not only divers, but collaborative. But that takes time exactly. And one other point going back to the resource is is that there is the perception and sometimes the reality of their being the highly paid consultant, in contrast to the, uh, less well paid staff person and they tend to be salaries tend to be more equitable in the corporate world between consultants and non-profit and in truth, you know what consultants earned there’s a very, very wide range in the nonprofit sector and sometimes it’s a misperception, because sometimes what the consultant is being paid. Involves ah, a number of things that the non-profit staff person salary does not like overhead and downtime and marketing time and all, uh, all sorts of things that have to be considered into devising ones. You mentioned overhead and you, one of the first things you mentioned in making this comparison about non-profit consulting is fewer resources and a lot of cases, and you bring this out in the book, there’s, uh, there’s. A shortage of support for overhead from institutional funders, right? And so how does that impact consulting? Um, well, it’s, uh it can affect consultants effect consulted a number of ways, i mean, one thinks about consulting in the non-profit arena is that there’s often sort of third parties involved and the third parties, air foundations so foundations will be involved with non-profits in a variety of different ways, i mean, some of them are you know, you you apply to a foundation to get back-up funding for capacity building or consulting services, some foundations actually supply consultants on dhe consulting services, they have a more of a hands on approach to it. So there’s a third party, the thunder involved in the relationship, which is obviously yeah, in contrast to the doing corporate consulting. All right, i had a comment from from twitter before the show from connecting you to and her comment was just that both people should consider both both sides come client and consultant should consider each other carefully for a mutual benefit, and you’re not going to talk a little about what it takes to make that successful att least have the best shot at having a successful, successful match with penelope cagney, and we’re talking about that important consulting relationship. Her company is the cagney company and you’ll find that at the cagney company dot com and her book is non-profit consulting essentials, and you’ll find that at amazon. Um, why is it? Do you think that and i hear this so often, but you have insight into it that consultant opinions are considered mohr carefully and just basically listen to more more likely, more often than an employee who may have been saying the same thing for for quite some time, because sometimes they were because the consultant was paid to say it because they paid to have the consultant so interesting. So, you know, there’s a certain value, you know, actually, i just had a discussion about this with a group of consultants yesterday, and the fact that even when they were offered consulting services is a gift. Say bye, a foundation that it would be better if the non-profits chipped in some of their own. No three sources as well, because they would they would then value the consulting mohr and pay more pt. Heed the recommendations more carefully. So you know, it’s. Like when you pay for a gym membership, you may go to the gym more often. Okay? And there’s. Also evaluate right there is a perception of value greater than the employees value right? And, you know, it it’s also true that we are the, you know, latto exalted expert who that zoho well, first it’s an alliteration which i love, but exalted experts, ok, yeah, which i say, ironically, help the ironic came across in my voice, but there is that i mean, we have a sort of, ah, status as an outsider also, the fact that we have way don’t have anything, we don’t have an agenda, you know, our agenda is to tell the truth, uh, and to help them to improve, you know, we’re not trying to hang on tio you know, any a retirement fund, if anyone could have done any more or, you know, we’re not involved in any politics within the organization? Yes, truly objective. Pardon me for a minute, penelope, i want remind listeners that we are live tweeting the show and you use hashtag non-profit radio to join the conversation with us on twitter. And if you have anything that you would like to ask penelope cagney, you could do that by twitter use that hashtag non-profit radio um so they’re different types of consulting fund-raising marketing, governance, management and oversight. But there was no there. No, there are very few credentials for consulting, right? Yes, there that’s one of the challenges i think for non-profits and trying to determine the credibility ian and the quality of consultants that they’re looking at part of it is that it is just as you described it, very diverse, so you can’t come. You’re not going to come up with a standard, you know, certificate of non-profit consulting, you know, because it just it just would be not useful because it’s too broad. I mean, there are certain there is certification in certain areas. Um, for instance, uh, i myself i’m a c f r ee certified fund-raising executive, which is not just for consultants, but it can mean something in the non in the fundrasing world. Yes. Also, uh, the institute of management consultants, uh, they have a certified management consultants certificate. So there’s certification there for management consulting. Not specifically non-profit and there are, you know, there are, uh, in many other areas to mean for prospect research and also that even bored source of national non-profit board consulting organization is looking at offering certification for non-profit uh, board consultant. Okay, so that that is something you know, a certificate, you know, certification tells you that they know something that they have mastered a body of knowledge and won’t tell you if they’re the right consultant for you. Yes, on we’re going to talk about that. Making that most successful match that’s twice. I’ve promised it. So we are definitely getting to it. I’m just teasing people up, but we’re getting there. So does it really matter? And we just have about a minute or so before the break. Is there much difference between fund-raising consulting versus governance versus management consulting? Yes. Because the, uh, the contents of their knowledge, their expertise, of course, is different. Because you actually have to know something for many types of consulting. You actually have to know about something in order to be useful. Okay, i should hope there’s some are there somewhere that doesn’t apply. Well, maybe i missed the boat. I should. I should have picked an easier consulting branch, then plans giving. Yeah, absolutely. Yeah. There you go. One of the most exulted exult like that word exalted realm, you know, but are there are there aren’t really many where body of knowledge and not everyone has it, you know? But, yeah, there are there are facilitators, you know, that also falls within the realm of consulting, or coaches have a za coach, uh, you know who could help you become a better leader, but who wasn’t necessarily an expert in, um, you know, you’re particular type of non-profit having expertise in management. I mean, they would have to have expertise in facilitation or in coaching, but not about a specific management hyre area. Yes, very good. Okay, um, we are going to take a break and when we return, than we’re going to continue this conversation, and we’ll get into some of these ways of making the best match between your consultant and your non-profit. But right after the break, it’ll be tony’s. Take two, so stay with us. You’re listening to the talking alternative network. Geever are you feeling overwhelmed in the current chaos of our changing times? A deeper understanding of authentic astrology can uncover solutions in every area of life. After all, metaphysics is just quantum physics, politically expressed hi and montgomery taylor and i offer lectures, seminars and private consultation shins. For more information, contact me at monte m o nt y at r l, j media. Dot com are you stuck in your business or career trying to take your business to the next level, and it keeps hitting a wall? This is sam lebowitz, the conscious consultant. I will help you get to the root cause of your abundance issues and help move you forward in your life. Call me now and let’s. Create the future you dream of. Two, one, two, seven, two, one, eight, one, eight, three, that’s to one to seven to one, eight one eight three. The conscious consultant helping conscious people. Be better business people. 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 welcome back to tony martignetti non-profit radio it’s time now for tony’s. Take two at roughly thirty two minutes into the hour generosity day. That was my block this week. This was started by sashadichter, who has been a guest on this show also on for a full hour. And he is chief innovation officer now with the acumen fund. When he was here, he was there business development officer um but he’s rebooted valentine’s day to be generosity day. And he started that last year is inaugurated because of his own feelings about not really and he’s very up front about this he’s blogged about it not really being as generous as he felt. He should be given the work that he does for the acumen fund raising money for important causes. Um, so he did a lot of introspection and decided that valentine’s day should be generosity day we started last year, and it did pretty well got a lot of attention on twitter especially. And this year even more so i blogged it this week. It was valentine’s day and the idea is just not only that day, but for the whole month two be more conscious. Of maybe how you can help somebody rather than why you can’t and that somebody could very well be an individual. Or could be institutional and and charitable. So that’s on my block this week post is called generosity day. My block is that tony martignetti dot com and note that that is a different girl from the past. Tony martignetti dot com. And that is tony’s. Take two for friday, february seventeenth, the seventh show of this year. Penelope cagney, you’re still with us, right? I’m so with you and sonia. Have a question for you. Oh, yes. Go ahead. Taking over the show? Yeah. E-giving consultant. Yes. What? Uh, you know what? What should someone look for in your particular area of expertise for consultant? How would you what would you advise them? I would say to fold one is the technical expertise that you referred to before the break. I mean, you do have to know what a charitable remainder trust is and what the two varieties of that are and what you know. What does it mean to do a charitable gift? Annuity, et cetera. We got of the technical and then also the relationship building. I have had experience talking to people who are fifty five or sixty and over, and that could be well into their nineties to about there, a state plan and how it can help charitable work. So i would say there’s a technical on the relationship side is what i would be looking for if i were hiring a planned e-giving consultant, i think that’s what you’re asking, and i guess, and in that technical side, i would want to know what your experiences like, you know, have you been a plan giving consultant for a while because consulting is different than being a planned e-giving director in a charity so that’s that’s part of the technical expertise and why do you ask me that question? Turning the tables on me? Well, i ask because, uh, i’m just curious, i’m curious what you thought and long around the subject really interested, in my opinion, you may be the first guest to actually watch lots of listeners are not too many guests are at least they don’t seem now know my guests are terrific. I’m just you’re being you’re being sarcastic. Um, so let’s, let’s get to this now if i’ve mentioned a couple times some ideas for having the greatest likelihood of a successful consulting relationship. And regrettably, in the poll that i i asked people tio tio answer beforehand before the show, their their relationships haven’t worked out so well. If you’ve worked with one or more consultants thinking only of the highest paid consultant you’ve worked with, how were the outcomes? And about seventy five percent where either just met are expected to act? Ations is barely, you know, just just met or disappointed us. Wow. So and then the other quarter were exceeded, but far exceeded was an option, and nobody selected that. So? So yeah, three quarters a zeiss ed met or did not meet expectations. So how can we help to turn that around for listeners? Well, i have some suggestions. I thought you might. Yes. Um, one is that it would be good to find out more about the nature of non-profit consulting do-it-yourself and look for certain signs. One of the things that is really going to contribute to a fruitful relationship is trust. And you can’t buy that. Come come by that quickly. Um, but i think that the degree to which you can trust each other and be open is going to really going to contribute to the success of the relationship. So the consultant’s responsibility and the non-profits responsibility is to be authentic. There’s, there’s, there’s a lot of you know, there could be a lot of, uh, you know, tension around having an outsider come into your organization and what that could mean for you, you know, and so it’s a kind of a relationship full of trust, at least initially, but to spend some time building the relationship and not just jump into the work. But when you’re when you’re the hiring stage, how do you assess whether you’ll be ableto trust someone if you do hyre them well, you have to start out, uh, you know, the way probably the most successful way too sabat, you know, get get suggestions for consultants to consider is to ask your peers, your peer organizations and get referrals, so word of mouth and referrals is always a good way to do it, however, because our society is so transient these days. Um, that’s not always possible. You have to look for other sources, so i’d say look for the source. If you look for a, uh, you know, and look to an organization of membership organization who might recommend some choices for you to consider. But first looked a credible source for your consultant, um, and get recommendations, you know, thoroughly vet them. That’s going to help, you know, help. You have a greater comfort with the consultant that you choose. And also to make sure that you had a compatible culture. Um, well, you did say compatible, not compatible, right know i did a compact compatible. Okay, yes, we don’t want come back. Okay. Compatible culture, because otherwise you’re gonna be fighting upstream. So you need to be you need to be have someone who’s gonna be ableto work within your particular culture. You also have to in order to build trust, you have to spend some time in what i would call the engagement phase on and spend, uh, not to get that short shrift. So when you’re talking about the contract, you know, it’s it’s a physical contract, but there’s also, um, engagement and contracting, which is which is not the documents. So you’re talking about identifying what the real problem is, and then coming to agreement. About how that will be approached. So the better understand you have the beginning. Um, the greater the trust is going to be, they’re going to know what’s going to be happening. I mean, it can always be surprises, and you have to change course, but to get as much agreement and clarity of front as you possibly can. Okay, so there are there are some of the ways that you could do that. And again, as i said, um, authenticity. Um, you know, taking some risk, you know, it’s like what we do with our personal relationships, you know, how do we get to trust? You know, we take some risks and what we reveal about ourselves. So i think that and also knowing what you want, um, and for the consultant to know that what you think is the problem is really the problem because it may just be the presenting problem. S o we talked about this a little earlier figuring out what you really need. How do you do? You count on the consultant to figure out what you really need and you just sharing symptoms. Like you said earlier, you know, our fund-raising is lagging. Or do you need to be more introspective so and identify those these needs yourself? Oh, well, it depends upon i think, the level of consciousness hadas an organization i mean, some organizations are they’re pretty sophisticated and they can, you know, look within themselves and identify what the problems are, but often an outsider is called in when they can’t figure out what’s wrong so often it’s the consultant job to help them figure out what needs to be addressed and how they should address it because you can recommend that they follow a course of action and one if they’re if they don’t have the will or they don’t have the resources they’re for, they don’t know how those recommendations they’re not going to be followed. And i say that that’s one of the characteristics of a good consultant is they know how to get recommendations implemented so you could be the greatest expert in the world. And if you don’t know how to get that relationship, uh, going and if you don’t know how to move from great recommendations to great implementations, then you know you’re not the best consultant because there could be resistance like we talked about founder’s, founder’s syndrome and resistance there, but there could be resistance from other sources as well. Within within the charity. Absolutely. Resistance is almost, uh you will almost always encounter it at some level. Um, you know, we’re like therapists in a way, and so are relationships with organizations. They’re not just mechanistic and technical, and but they’re also have to do with the soul of organizations in the psyche of organizations. And sometimes we know the what we we know it’s individuals there’s something that we absolutely should do. We should quit smoking, we should lose weight. And we have resistance against doing it. Even if we know that we should do that. And sometimes there’s a lot of pushback from the client that can manifest itself in many ways. And the heart of the pushback is sometimes the closer you are to really being on target. Oh, right. Because the most the most challenging thing to implement on most painful i guess it could be the real source of the problem. The thing that you are avoiding? Yeah, that the charity’s been avoiding, right? Right. Right. You mentioned earlier matching cultures between the consultant or their firm whether it’s a solo person or a big company on the on the charity. How do you how do you sort of get a culture compatibility? Well, i think, it’s, you know, it could be as obvious as you know, you have a kind of a relaxed, more relaxed sort of workplace environment where people typically show up in jeans and, you know, and and the consultant shows up in a very conservative black suit that says something. But, you know, it’s, not everything. You know, you have to flirt a little further, but that’s that’s an indication that you might have have ah, a bit of a cultural difference. They might have just come from a funeral. Also that’s true. And i can tell you, i have worked for black suit firms. It could be anything you know, and it could be anything. We’ve been black suit firms, and we come into more casual work kinds of environments, and we’re still very successful. So, it’s just, you know, it’s. Something to look at that’s, an obvious indication that they’re different from you. You have a delightful little quip joke. I guess that i want to read, which is a joke, really? How many consultants does it take to change a light bulb? Answer what’s your budget? Oh, it’s a snarky one, but no there’s there’s that perception out there, and we’re trying to get through that so that we have stronger relationships on better relationships with consultants and we don’t have surprises, right? Especially on the money side, right? You have a bunch of questions, specific questions that you ask in the book, what we don’t have a minute before break. Can you just run through a couple of those questions to be asking the potential consultants? Sure, i would look at whether they’re generalist specialist to begin with, because if they’re if they’re specialists there, be good if you know what the problem is, so if you have a, you know, social media issue, then you want someone who’s, an expert in social media. However, if you just have some kind of nebulous hyre problems with your with your culture, which is very difficult one of the greatest challenges, actually, but, um, you may want someone who’s sort of a generalist who knows something across fields, and they may be be a better fit for u um also, can they manage their own affairs? Sometimes the cobbler’s children had no shoes, but sometimes you can find out about how they run their own organization. So are they collaborative in the way they work with their, you know, colleagues, um, you know, there’s there’s, some ways to look at their style is a compatible with yours. Penelope. We’re going to take a break. We’ll do more of these questions to ask potential consultants. When we return, i hope everybody stays with us, okay. Talking alternative radio, twenty four hours a day. Hi, i’m carol ward from the body mind wellness program. Listen to my show for ideas and information to help you live a healthier life in body, mind and spirit, you’ll hear from terrific guests who are experts in the areas of health, wellness and creativity. So join me every thursday at eleven a, m eastern standard time on talking alternative dot com professionals serving community. Oh, oppcoll. This is tony martignetti aptly named host of tony martignetti non-profit radio. Big non-profit ideas for the other ninety five percent technology fund-raising compliance, social media, small and medium non-profits have needs in all these areas. My guests are expert in all these areas and mohr. Tony martignetti non-profit radio fridays one to two eastern on talking alternative broadcasting are you concerned about the future of your business for career? Would you like it all to just be better? Well, the way to do that is to better communication, and the best way to do that is training from the team at improving communications. This is larry sharp, host of the ivory tower radio program and director at improving communications. Does your office need better leadership? Customer service sales or maybe better writing are speaking skills? Could they be better at dealing with confrontation conflicts, touchy subjects all are covered here at improving communications. If you’re in the new york city area, stop by one of our public classes or get your human resource is in touch with us. Website is improving communications, dot com that’s improving communications, dot com improve your professional environment, be more effective, be happier and make more money. Improving communications, that’s. The answer. Talking. Welcome back to tony martignetti non-profit radio. My guest is penelope cagney. We’re talking about these important consulting relationships. Consider consultants carefully, penelope. Let be before we get to the sort of trends of the future let’s, get a couple more of these detailed quest. Turns out that that are valuable for charities looking for consultants. Sure, i would ask how the consultant is going to ensure the quality of the project. So you know what? When are they going to check in with you how we’re going to make it measure progress? What you going to do if things are not going well? Okay, these air discussions, you should have also about staffing. Because one, you know, consultants, uh, particularly in the nonprofit sector, they tend to be either so. So proprietorship, you know, one person, shops or very small shop. Um, so you have to look at capacity. So if you’re very large organization, if you were a national non-profit or even an international non-profit, you have to look that if they have the capacity to staff your project yeah, right. Big enough. Just but yeah, right. They have associate. Do they have staff on hand? How are they going to, you know, address that, and if they have associates, is it appropriate to ask who on your staff is going to do our business? That’s a really smart questions? Because, you know, like, like every organization, there are sometimes superstars, and they’re the ones, you know, everybody wants on their particular team, but, you know, as a consultant, that can cause real problems for you. Yeah, when you have the right individual requests so you may not be able to satisfy that absolutely can’t put these superstars everywhere, but, you know, looking at from the non-profit side, i would definitely definitely ask because sometimes they bring in, you know, the senior staff to sell the project in-kind the juniors who come in to actually do the work, yeah, just who were these people, what we do now? We have a contract, but we didn’t meet any of these way did meet this junior person when you were trying to get the contract, ok? What else? Well, this is good detail also, that i think that a large term and a small form can both offer great service so you shouldn’t rule out one or the other, um and it, you know, the large firm has has more resource is, um and more capacity usually. But smaller firms may have greater dedication to your particular project on dh. They can also have a really great expertise. Your work may be more important to a smaller or a smaller a small consulting firm. Absolutely. And and the staff within large firms. I mean, they may have carried out, you know, thousands of projects over the years. But there their staff may have actually worked on far fewer project’s individually than the staff of smaller firms. Right? So the staff and small difference may actually have much more experience on dh may have worked in your sector as well. Absolutely. And they may specialize in your sector, which would be, you know, tour. If you’re an arts organization, there are some friends, some consulting group that specialize in art. So that’s, another valuable question to be asking is what’s your work in our sector, religion or arts education, et cetera. Yeah. And how important is it to you? Because it may be very important or me really not be important to doll. Okay, okay. Well, just in a few minutes. We have left let’s talk a little about what you see changing in the future. That’s going to impact these consulting relationships. Well, there’s a number of things, one which is impacting everyone, of course, is globalization. So, you know, a lot of my work isn’t fund-raising and i can tell you that, you know, the focus of my new book is how practices from all around the world are transforming the way that we work. So it has to be greater awareness of what’s going on in the world in many different ways. You know, um, our donors are supporters are affected by world markets and not just, you know, the dow jones industrial average. So that’s one thing that is changing and that well, that i was gonna say, that also leads thio more collaboration possibilities on the charitable side. And that could be the result of of ah, consulting recommendation. Absolutely. And related to that is ah, sort of what i would call a blur of the sectors. So, you know, as as i had said earlier, that you know the scale of the problems relative to the resource is that non-profits had is ridiculous. So they need to there’s a growing need to partner with business and public sectors in order to achieve results. You know, like ending world hunger, you know, great, you know, ending aids or, you know, really buy-in ambitious goals like that. So we’re going to be needing experts who can work between the sectors. And so that is that’s going to be a growing need, and we also have things like we have new kinds of not for-profit organizations like l three c’s and b corporations, right raise all kinds of questions. The l three c is the limited, low profit, limited liability corporation. Correct. So these thieves, new organizations are going to raise questions and, uh, pose challenges for consultant help them grow organization. We have just a couple of seconds left what’s, what’s. One more thing you see happening in the future. Also there, there’s changing while the expert in general. And as i said, i said ironically, the exulted expert because, you know, people could get so much information over the internet today that, um, you know, for us to were not look too in the same way as we were in the past, because it’s the democracy democrats civilization of information and knowledge which the internet has created. Penelope cagney is president of the cagney company, which you’ll find at the cagney company dot com her book is non-profit consulting essentials what non-profits and consultants need to know you’ll find that at amazon penelope, thank you so much for being a guest. Thank you. It was a real pleasure. I enjoyed it too. Thank you very much. Next week two interviews from the next-gen charity conference last november aria finger from do something dot org’s she’s the ceo there on motivating teens toe love your cause and eric sapper stine on living your hero’s journey. 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Nonprofit Radio for October 21, 2011: So You Want To Be A Consultant & NextGen:Charity Conference 2011

Big Nonprofit Ideas for the Other 95%

You can subscribe on iTunes and listen anytime, anyplace on the device of your choice.

Tony’s Guests:

Henry Goldstein
Hank Goldstein: So You Want To Be A Consultant

Hank Goldstein, author of “So You Want To Be A Consultant” for the Association of Fundraising Professionals, and a partner at The Oram Group, offers insight into the ups-and-downs, and ins-and-outs of consulting to nonprofits. When should you start thinking about consulting? What personality does it take? How much should you charge?

 

Jonah Halper
Jonah Halper: NextGen:Charity Conference 2011

Conference co-founder Jonah Halper talks about this year’s NexGen:Charity on November 17 & 18 in New York City. Who are their great speakers and what’s the conference about? My show is a media partner of NextGen and Jonah announces a $300 conference discount for listeners!

 

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Here is a link to the podcast: 064: So You Want To Be A Consultant & NextGen:Charity 2011
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Durney welcome to the show, this is tony martignetti non-profit radio i’m your aptly named host. We’re always talking about big non-profit ideas for the other ninety five percent. I certainly hope you were with me last week when we first talked about giving beyond the czech non-cash e-giving interview was recorded at the national conference on philanthropic planning, where i was earlier this month in san antonio, and my guest was michael king of the national christian foundation, and he shared the process for closing gif ts of unusual assets, like collectibles, real estate and intellectual property second guest last week was proactive prospect research with our regular contributor, maria simple, the prospect finder. She followed up on her earlier conversation with me in a previous show by going into greater detail on making your small shop prospect research proactive this week. So you want to be a consultant? Hank goldstein is the author of so you want to be a consultant for the association of fund-raising professionals and he’s, a partner at the orem group he’s going to share his insight into the ups and downs the ins and outs of consulting for non-profits when should you start thinking? About consulting what personality does it take and how much should you charge? We’ll talk about all that with hank after that next-gen charity two thousand eleven i have with me the conference co founder jonah helper. We’re going to talk about this year’s conference on november seventeenth and eighteenth in new york city will find out who the great speakers are, what that conference is all about. My show is a media partner of the nextgencharity conference between the guests. As always, tony’s take two. My last week’s block post separate the juice from the pits is getting a lot of comments. A juicer at a restaurant got me thinking about fund-raising and how you should best spend your time. We’re live tweeting this week. Use the hashtag non-profit radio to join our conversation on twitter that hashtag again non-profit radio we’re going to take a break, and when we returned, i’ll be joined by hank goldstein. We’re going to talk about being a consultant for non-profits so stay with me. You’re listening to the talking alternative network. Are you suffering from aches and pains? Has traditional medicine let you down? Are you tired of taking toxic medications, then come to the double diamond wellness center and learn how our natural methods can help you to hell? Call us now at to one to seven to one eight, one eight three that’s to one to seven to one eight one eight three or find us on the web at www dot double diamond wellness dot com way. Look forward to serving you. Is your marriage in trouble? Are you considering divorce? Hello, i’m lawrence bloom, a family law attorney in new york and new jersey. No one is happier than the day their divorce is final. My firm can help you. We take the nasty out of the divorce process and make people happy. Police crawl. Offset. Two, one, two, nine, six, four, three, five, zero two for a free consultation. That’s lawrence h bloom two, one two, nine, six, four, three five zero two. We make people happy. Dahna hey, are 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. Durney welcome back to the show with me now is hank goldstein. He is a principal partner of the orem group consultants to non-profits he’s, the past chair of giving us a foundation and former chairman and president of the association of fund-raising professionals, both nationally and in new york. He’s, an adjunct professor of philanthropic management at the new school. And he’s, the author of the association of fund-raising professionals monograph. So you want to be a consultant? I’m very pleased that his work and that booklet brings him to our show. Hank goldstein. Welcome. Thank you. Good to be here. Pleasure to have you. Why did you write? So you want to be a consultant? People were always coming up to me at conferences and wherever, and would sell your consultant. I’d like to be a consultant. How much should i charge? What do i have to know? And so i thought about that for a while and finally decided to put it on paper. And a f p was good enough to publish it was. How much should i charge? Always the first question. It’s right at the top of the list that you can read it in. Their eyes, we’re going to get to that had a charge, and how much to charge we’ll get to that later is do you think this is ah, natural progression to do? Most people think about this who are working in non-profits i think at some point it crosses the mind of just about everybody on it could be a variety of reasons they’ve had a bad day at the office, and they’re angry at their boss is one reason, well, maybe that’s not a reason, but it’s a rationalization. And then another reason a good reason is they think about their careers very often there ten or fifteen years in, and they’re thinking about what should i do with my life? And it arises in that fashion. They’re laid off from a job, and i seen some very senior people laid off in the last couple of years, and instead of looking around for another job, they say, well, maybe i should be a consultant and some of them do i always tell him it’s easy to start it, it’s hard to stay in it, okay? And we’re going that’s. Excellent. Well put, we’ll talk about that, too, do you have to wait ten or fifteen years. I mean, if you’re if you’re thinking of it consciously yourself, without any of these external loser, all external reasons for thinking about it lay off for ah, bad day at the office. But if you’re thinking about it on your own, do you have to wait ten or fifteen years? No, not at all, but i think you need to have a few years experience under your belt. I had a call the other day from a very bright young woman who graduated from princeton. She’s done this she’s done that she wants to work for dahna for non-profits for the rest of her life, and she wants to be a consultant. And i said, well, pile up a couple of years experience working for somebody, particularly in the area of non-profit hearing that attracts you, then we can talk about your being a consultant, but right now you haven’t got anything to sell to anybody, and we’re talking about consulting. Are we thinking, are you thinking this is independent work or working for a consulting firm? Well, it’s both used to be that one could aspire to join the staff. Of the consulting firm that’s. What i did way back when and in those days it was possible consulting firms had fatter payrolls, and i guess they were paying lower, but it was possible to get in that way today with virtual consulting the firm’s of mostly shrunken size there only a few really large ones that take people on most firms are one, two, three, maybe four partners and that’s it s so it’s much harder to get a job in a consulting firm unless you bring in a client or two on that, of course happens. And i guess having that client or two would would help you either way. I mean, if you want to be an independent, sure, it helps a lot to have somebody that, you know, is going to travel with you as as your first first or second client. Yeah, and the way that first or second client often comes about is hyre you’ve either been separated from your job or you decide to separate from your job, you decide to become a consultant and you say to the powers, i’d like you to be my first client, and very often that happens. And that’s, what gets people started? So that gets them going then as i said earlier, it’s easy to start, harder to stay in where is the second, third and fourth client coming from that’s going to pay the rent, the overhead and your salary and your health benefits and your dogs, chow and laura’s? What does it take to be a successful consultant if you’re thinking about it? Well, i think you have to look at your personality in in shorthand. I think that there is such a thing as a consulting personality. What is it? It’s it’s a person who’s willing to take risks probably has a slight case of attention deficit disorder because you like to do more than one thing at a time, you can discipline yourself so that your time is well spent. You have expertise either as a generalist or in some particular aspect of not-for-profits work and that’s and you can work without a lot of structure. The other side is this staff personality you, khun you like structure you don’t mind having somewhat someone tell you what to do, you can abide the politics of the organization with which you’re a silly ated and it’s a single thing and you don’t have to struggle with trying new hunt for clients and serve clients at the same time, which as a consultant one is obliged to do no matter how successful you are on staff. I imagine some people get a little frustrated by having lots of responsibility but not so much authority see that goes between those. Well, i think that happens quite a lot that in not-for-profits where thie asset base is thin, throwing a lot of work at people without consequence. Responsibility is one of the major sources of frustration or as i like to put it, stresses combustible and people burn out, and one of the reasons they burn out is number one. They don’t really control their environment. When you are a consultant, you control your environment, whether you do it sagely or not is another question buy-in environment you mean who you’re working with, what your hours are, how you work, how you build exactly, you want to sit in your jammies and work? You couldn’t do it, it’ll depend, but it does depend a lot on your own self discipline. Five we’re going to take a break. Sure, hank goldstein is going to stay with us. Of course, we’re going to talk a little more about attention deficit disorder as it relates to consulting and other things. So stay with me. I didn’t do anything to get independent thing. You’re listening to the talking alternative network, you waiting to get you thinking. Cubine are you stuck in your business or career trying to take your business to the next level, and it keeps hitting a wall? This is sam liebowitz, the conscious consultant. I will help you get to the root cause of your abundance issues and help move you forward in your life. Call me now and let’s. Create the future you dream of. Two, one, two, seven, two, one, eight, one, eight, three, that’s to one to seven to one, eight one eight three. The conscious consultant helping huntress people be better business people. Hi, this is psychic medium. Betsy cohen, host of the show. The power of intuition. Join me at talking alternative dot com mondays at eleven a. M call in for a free psychic reading learned how to tune into your intuition to feel better and to create your optimum life. I’m here to guide you and to assist you in creating life that you deserve. Listen. Every monday at eleven a, m on talking alternative dot com. Are you feeling overwhelmed in the current chaos of our changing times? A deeper understanding of authentic astrology can uncover solutions in every area of life. After all, metaphysics is just quantum physics. Politically expressed buy-in, montgomery, taylor and i offer lectures, seminars and private consultations. For more information, contact me at monte m o nt y at r l j media. Dot com talking alternative radio twenty four hours a day. I’m christine cronin, president of n y charities dot orc. You’re listening to tony martignetti non-profit radio big non-profit ideas for the other ninety five percent. Welcome back to the show. Hank goldstein and i are talking about his monograph for the association of fund-raising professionals. So you want to be a consultant, hank let’s. Talk a little more about the personality that it takes because this is this is the first thing you mentioned when i when i said, you know, what does it take to be successful? You gotta have the right sort of personality. So you mentioned risk acre, or at least i guess not. Risk averse. What? What are the risks? Well, several risks are, first of all, getting in keeping clients is one. A second risk is longevity. You’ve got to be able to stick it out on maybe go a while without an income. Wait, let’s, stop there. Go a while without an income. Well, you start up something. If you’ve married well, it may not be a problem. Otherwise coupled. Well, that was my mistake. I see. Yeah. Now i know where you were when you know where you major state where years ago. But the point is, you have to be able to sustain yourself if you leave a job and maybe you take that employer with you. Is your first client? How long will that last? So there is that these days on that sort of a big, maybe two it’s a big you might just be leaving. Ah fund-raising zor staff job, and they have no intention of your first glass so that’s, right? And when you leave the harbour, you think you know where you’re going, but it’s a big ocean and you don’t always you don’t always know. S o i think that’s important in these days providing healthcare for yourself for your family, that’s an expensive proposition on it has to be calculated providing for retirement benefits along the way. So there are a lot of benefits people get when they have staff jobs that they have to replace when they’re on their own. Now that frightens some folks and they take, you know, wake up in the morning and they realized, oh, my gosh, that’s, that’s a big order. Maybe i better just say it. Stay where i am. It may be boring. I may hate my bus, but it’s safe onda lot of people don’t, you know don’t believe isn’t that sad though it well, it depends on the personality no. It’s not sad if you don’t have the personality to be a consultant to be an entrepreneur, to be a risk taker, the worst mistake you can make is if you’re not built for that to go out and try and do it, you’re going to fail and you’re not going to be a happy camper. But then you could s o and this is outside your monograph, but you could then look for another job as an employee has a statue and that night count, boss, absolutely no it’s not outside the monograph. I counsel people that all the time that you know what, you strike me as a really great person, terrific at what you do. But my bet is you would be better off if you’re not happy here. Look for another job is an employee. Don’t try to be a consultant. I don’t think you’re going to like it. All right? What about the attention deficit disorder you mentioned for? Well, that lady d’ya know what i mean by that? Is i i’m a multi tasker. I like to do several things at the same time. And i like working for a client very intensely, but then that burns down, and i’d like to go on to something else. And work just is intensely and come back to the first one sort of the way i do puzzles. So a lot of different juggling. A lot of different things that weren’t so yes, andi, i think that i could do that. I have personality for that. So in my work, that stands me in good stead. But it’s, not for everyone. Some people like to have a single task. Like to stay with it. I have a daughter who’s, a scientist totally opposite from me. She likes to sit in her lap and concentrate on one thing for a very long time. The you also mentioned discipline. Your your time is your own right. You gotta manage it. Right? Your time is your own. You have to manage it. And these days, more people work from their home krauz. And that makes it even harder because there are a lot more distractions for many years. First one, i had a company. Then i sold it. Then i was a smaller company. I’m still a smaller company, but i switched from having an office on fortieth street. Toe working from my loft downtown and i didn’t realize how much of a shift that would be because there’s a discipline in just getting on the subway and going to the office and being in an office, i thought i’d been working at home, on and off forever. I didn’t realize what a big difference actually being near all the time would make, but because i am a really disciplined person, i had no problem taking care of all my obligations, doing everything and still stirring the soup literally because i love to cook so i could handle that, and i know that that’s, not everybody. Some people just can’t do it, they procrastinate, they never quite get to work or they’re too busy shopping online. Teo, pay attention if you feel that you have the personality than what what’s the first step. I mean, imagine you have to have some money to get started. I think you have to think about what you’re earning now and either how long you can go without an income or what, at a minimum, do you need for the first year? And if you’re really conservative as i am in some regards. Maybe over three years, how much would you have to generate in order to maintain a lifestyle that you would feel comfortable with? And don’t make the mistake of thinking that when you work for non-profits as a consultant, you’re unnecessarily going to make more than you did as a salaried person? That’s something we haven’t talked about yet? It is not written that because you’ve become a consult, buy-in you will make more than you did before? No, not necessarily. Maybe if you’re at the lower scales of not for-profit employment, you will, but i see top people who were making two, three hundred thousand dollars a year laid off their very unlikely to make that as a consultant any time soon. Okay, the balance would be, i guess, quality of life, the balance is quality of life, and i think along those lines in deciding whether you want to be a consultant, decide whether you’re going to be regional and sleep in your own bed every night, or whether, like me, you get hives if you don’t get airline tickets twice a week, so this is sort of leading to marketing, which is which goes to the point. You’ve mentioned twice, is different to get in and versus staying in. You’ve got if you’ve got your first one or two clients, you’ve got, you’ve got to keep it up. There are really three pieces that have to be balanced out once you decide that you’re in this and you’re working at attracting clients, some marketing and branding is obvious of obvious importance website and so forth, so so within that you have to be willing to self promote right, you can’t be can’t be a shrinking violet really modest about your ability and what you can learn the value you can add through. No, i think, you know, and i think you need to have a track record that’s why i send people back to the office who haven’t really got the experience or a specialty or whatever. I regard myself as a generalist dahna with a an inch inch deep in a mile wide, and you can consult that way because you can hand off to specialists as need be, but certainly marketing and branding is one piece serving clients, of course, is the most important piece because the first client leads to the second and into the third and so forth, and of course, you have to manage a business and buy-in once you hyre receptionist, you’re a totally different game. Once you have employees, you really are in business, and a lot of folks will tell you that and it’s true, once you have employees, you’re working for them. They’re not working for you so it’s a totally different model than if you’re just by yourself. Bring calling yourself a consultant, which sounds like a way to get started because you don’t have that overhead. Right with hank goldstein and he’s, the author of the association of fund-raising professionals monograph. So you want to be a consultant? Let’s, talk about serving those clients because you made the point. Client referrals are critical and very inexpensive. Way to get the next client, right. Some of the most common way, ninety eight percent. How can you make sure? Oh, is that right? I think. It’s all word of mouth. Okay, i know there’s. Certainly in my practice, right? How can you make sure that you’re going to serve the clients? I mean, aside from having the experience service servicing multiple clients at the same time is a delicate balance it’s a delicate balance. And i think that for me and this may be oversimplified and we only have a limited period of time. I think the most important thing and serving a client is to make the correct diagnosis. The problem they come in with is almost never the problem arika and understanding what the problem is is ninety percent of the solution. It’s when you go to the doctor when she or he makes the diagnosis correctly, that’s most of the cure because then they give you a bunch of pills, but if they make the wrong diagnosis and they give you a bunch of pills, you’re not going to get better. I think it’s the same with serving clients, figuring out what it is they’re actually looking for, whether they understand that or not, and then delivering that that to me is the essence of the practice and that’s above the neck. It isn’t running around looking busy, it’s thinking it through and advising accordingly. Yeah, there are mechanical things to do in their important, but the first thing is to understand what the client really needs. So how come the c suite? People in a. Non-profit don’t understand what their problem is. They talk to themselves. Okay? What do you mean? Well, it’s, easy to too insular. I think very often, i think very often there’s insularity. I think that very often there trying to read their board and deliver what the board expects them to deliver hyre training to the test, so to speak and a cz organizations grow, they developed what i call hardening of the categories and it’s less possible for them to think freshly. One of the great advantages you bring as a consultant is your gut and your enthusiasm and your experience. But most of all, your honesty not to be a nice guy, necessarily. You don’t have to be a bad guy, but you have to be willing to tell the truth. And oddly enough, people don’t always like to hear the truth. If they look fat in that dress, you have to be able to tell them that, and they don’t always want to hear it on dh the they’re often more receptive to that difficult to hear message when it is an outsider who they’re paying a fee to versus somebody on the inside is a staff person, right? I can’t tell you the number of times i’ve been in a situation where someone said, but you know what? I’ve told them that, but they won’t listen to me. They’ll listen to you that’s because you’re outside, yes is very important to have that independence, but got to make the most of it and that khun b o okay, well, forget what i was going to say. What do you mean, make them? Well, you have to make the most of it by being a good consultant. You have to listen, we’re not in listening mode right now. We’re talking, but i’m listening. I know you are, and i appreciate it listening to what the client says help to make the right diagnosis, listening carefully on not just popping off. So when you do deliver a judgment it’s considered even if you i had a hypothesis before and turned out to be exactly right, you try to hear it through before you deliver a sermon about what they should be doing. What did you say your name was? No winkelstein i’m listening gets harder and harder, so the part of what i was going to suggest is that this can also be very gratifying. As a consultant, because you can bring the perspective and there’s a greater likelihood that it will be heated. It’s a great insight that we haven’t talked about that there’s a great satisfaction in helping folks, but you have to also keep in mind that a client has an inalienable right to reject your advice, and they do that about fifty percent of the time. So the best thing you can do is deliver it and hope for the best. Very often, i find myself way out in front of my client on a particular matter, and instead of being either egotistical about it or frustrated about it, you accept them the way they are. You try to bring them along, but it’s very important that you respect their perspective. So even with that limitation is very satisfying to be changing the world let’s, talk about some of the harder side the financial side of this. You said that one of the early questions you get, you can read it in people’s faces. How did they not so much what to charge yet? We’ll get to that. But how do you decide how you’re going to charge for your time? To clients, yes. What i tell people or advised people who are thinking about this question about what am i going to charge? What salary would you like to be able to maintain? Just take a number, whatever it is, one hundred thousand fifty thousand seventy five, whatever it doesn’t matter, add thirty percent for taxes and maybe some benefits, or even thirty five percent. Um, where you going to sit in your garage or in your kitchen? Or you’re going to have an office? What other expenses air? You’re going, tohave. You gonna have to upgrade your computer. You’re gonna have to have new phone lines. Figure out a budget for do-it-yourself when you have all of that done. That’s your base that’s the amount that you have to cover. That’s the nut, as we say and that’s where you that’s where you start, everything on top of that is money that comes into the business. Remember that you have to market it and branded buy-in you have to be able to find clients. And sometimes that means traveling, which is not compensated. You have to spend time writing proposals that are not acted on. You have downtime on you have to. Build into your fee the fact that you’re not able to deliver five days a week, every single month if you have an application rate of seventy or eighty percent that’s sensational. And what does that mean? An application? Right? Well, that means that even in a place like mckinsey, they can’t keep an employee an associate one hundred percent of signed, even a law firm can’t keep an associate or a partner one hundred percent of sign there’s certain amount of downtime, that’s not covered. And you have to build that into your structure. I wanted i asked you because i want to keep you out of jargon jail on this show. We have judge jails in jail. No, i hope i haven’t gone near no. You traded closely. But i kept you out most. Most people i could do that for. Thankyou. So in just a minute or so that we have left all these factors go in to deciding how you’re going toe. How you’re going to charge for your time. Yes. And then you know how much you’re going to charge, right? And then you can divide it anyway. You want you can divide it by day, hour week, however, and charge accordingly, i generally i i prefer a per diem it’s, easy for clients to understand. It’s, easy for me to understand. I was a liberal arts major. I’m not real good at math, so i know that labbate that works for me, okay? Hank goldstein is the author of. So you want to be a consultant for the association of fund-raising professional he’s, also principal partner of the orem group consultants to non-profits hank, thank you very much for being a guest, thanks very much. Been a pleasure. We’re going to take a break when we returned. Tony’s, take two, and then i’ll be joined by jonah, helper of the nextgencharity conference. Stay with me. Dafs you’re listening to the talking alternative network. Duitz are you feeling overwhelmed in the current chaos of our changing times? A deeper understanding of authentic astrology can uncover solutions in every area of life. After all, metaphysics is just quantum physics, politically expressed hi and montgomery taylor and i offer lectures, seminars and private consultations. For more information, contact me at monte m o nt y at r l j media. Dot com are you concerned about the future of your business for career? Would you like it all to just be better? Well, the way to do that is to better communication, and the best way to do that is training from the team at improving communications. This is larry sharpe, host of the ivory tower radio program and director at improving communications. Does your office needs better leadership, customer service sales, or maybe better writing, are speaking skills. Could they be better at dealing with confrontation conflicts, touchy subjects all are covered here at improving communications. If you’re in the new york city area, stopped by one of our public classes, or get your human resource is in touch with us. The website is improving communications, dot com, that’s, improving communications, dot com, improve your professional environment, be more effective, be happier, and make more money improving communications. That’s the answer. 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 no. Welcome back to the show. Time now for tony’s. Take two at roughly thirty two minutes after the hour, my block post from last week was separate the juice from the pits. Juicer in a restaurant that i like on twenty third street organic. I saw it and i saw in action and it got me thinking about fund-raising and how you should allocate your time to things that are valuable, the juice and disassociate yourself from things that can be big. Time draws the pits and it’s getting a good number of comments. So that’s what? I want to talk about it again this week, someone sheila bonem sheila recommended. She suggests the daily five that you always make five calls to donors every day, irrespective of everything that’s going on around you. Your goal is to always do at least five calls a day and those other things that could be going on around you. Could the administrative requirements you know, meetings could be volunteers sort of committee work that can take a lot of time, but she always tries to make five calls a day. Two donors toe. And also i think that probably helps ground her. In what her riel work-life needs to be, it could be very centering. I think nancy, in the comments on the blogged, shared her bless and release approach, meaning that you have to recognize when a relationship isn’t going to be fruitful and, as i said earlier, sort of start to disassociate yourself from that person or that relationship could be a corporate relationship to not necessarily individual person. So some very, very good comments on the block this from last week’s post the post again to separate the juice from the pits. Um, your time is valuable and it’s limited and that’s basic message you’re not just going to find time, you have to make it so make it an allocated wisely. And my blogged as always, is that mpg a dv dot com with now jonah helper in the studio. Very pleased that he’s with me. He is co founder of the next-gen charity conference along with our e t men who couldn’t make it today. And jonah is a consultant to non-profits his company is altruicity jonah helper. Welcome to the show. Thrilled to be here. Thank you. Pleasure to have you now. And i want people. To know that this show my show, by the way, it’s twenty martignetti non-profit radio because you’ve forgotten the name of the show that you were listening to, um, we are a media sponsor of the next-gen charity conference, but sadly, yes, you are with you from the first last year, and we’re going with you this year too. Why did you and ari start? Nextgencharity last year short, i was a professional fundraiser for the better part of ten years right out of school, twenty years old started doing it and loved it. Absolutely that i actually my first job, i didn’t even realize it was a fund-raising job. It was called the campaign job, and i thought it was political. I get there, i find out it’s actually fund-raising but but what i what became really my calling was the education piece of this? What happens is if you’ve a donor and you want to get from zero to ten thousand dollar gift there’s an education that happens. There’s a buy-in there’s ah there’s, a riel passion that you’re trying to convey over to this individual getting bought it and that’s what excited may andi throughout my ten years doing fund-raising i began to see a knowledge gap. I saw that the big organizations where i was trained was trained in the jewish federation system. Established been around one hundred years. You know, incredibly, you know, incredibly successful, sustainable organization. But what i found was that became very insular, very kind of focused on on who they were. I’m not really looking outside some of what goldstein was saying earlier. Precisely. I definitely identified with that on dh. You know, being young, definitely the federation system. I was on the news on the young end of the spectrum, i began to realize that the big organizations were not looking outside of their usual peripheral vision on does great things to be learned from all people. In fact, everybody does some things right. And if you believe that to be the case, if your antennas are up, you begin toe look, successes that happened outside of your organization, or even your industry, or even outside of the non-profit world. And, you know, being somebody who is constantly looking toe learn, i felt that there was this need to develop something that would be built around ideas, you know, and then ultimately became a conference around ideas my men ar e he was on the committee of mine when i was working for a special needs organization. He was there very vocal kind of that loose cannon on the rolling deck spoke his mind was very opinionated, but a lot of the same things that we were a lot of the same issues that we had in the nonprofit world. We realized that we have this common interest to see this education happen and kind of over a falafel or swarm on whatever it is. It was almost like that cliche, right? The business model on a napkin, and we said, we can do this. We were inspired by other conferences, but like the ted conference or gel where they were built around ideas, they weren’t built around certain institutions. It wasn’t just for fundraisers or wasn’t just for marking people wasn’t just united ways it was basically, if you have something innovative, something is game changing. We invite you to come and share that, whether it’s on stage, you know, whether you’re one of our successful presenters and you get on station share that or even in the audience. I mean, we have great, great audiences with people from all over, from startups to meet major marquis names. And they have a lot to learn from each other as well. Now, i am disappointed that you didn’t know that between short on dh, full off. Now. I’m very one is a deep fried, and the other could be lamb or chicken. So you mentioned ted in jail that next-gen is based on those models? What makes next-gen a different type of conference. Okay, so the conference that most people are familiar with is the type where you may have a general session with some big flashy name that would be like a draw, you know? Wow, they no one, you know, keynote for the day, the plenary session precisely, and sometimes that person has some real value to add and sometimes it’s purely the name. And then most of the conference is built around workshops, workshops to teach you how to be a better fundraiser, better market or better, you know, keeping employees happy for whether it’s middle, middle management or wasn’t where, whether its executives, that idea is to train them and have them in these workshops, and that happened throughout the day. The ted model andare model is to just have short innovation, innovative or game changing ideas shared on stage, like a broadway experience where instead of having workshops it’s that kind of general session or the keynote session, we’re taught where presenters speak on ly for up to eighteen mini snusz because that’s pretty much persons attention. Span. Oh, so that’s the longest long longest will hear a speaker is eighteen minutes exactly. And in fact, that speaker has a countdown clock on there on the stage. The countdown accounts down from there a lot of time so they know exactly how long they have. And for these presenters, these are people who have successes. Some are big names and some are not. But they have something that will really change the face of philantech. This is what you said earlier. Everybody does something. Well, precisely. Maybe some of us do most things well, but everybody does something well. And so you found what? People’s niches. Andi invited them to speak. It’s definitely curated. I mean, we we we we have a lot of focus on making sure that it’s the right person on stage, they obviously have to be eloquent and be able to convey their idea. There’s a lot. People of great ideas but may not be right to convey it, but at the same time, we want to give people a certain but a little bit of focus. Even though it’s not workshops, we want to unite people. An idea that they’re going to. Get something specific out of these presentations, so the theme the arc of the day this year is educate, inspire impact so educate focuses around the education system, but also about how knowledge and powers our decision making on about how constantly having your intent is up makes a world of a difference. I mean, a lot of us take that for granted, but if you’re not if you’re kind of in your tunnel, if you have that tunnel vision and you’re not looking around you, then you’re not in a learning mode. S o, you know, educate is one one aspect, and then we have inspire, which is, you know, anyone who gets into this business in philanthropy come in and come into it with great deal of passion, you know, my father is a partner in the firm, right? I’m sure unless it’s in the rules that, you know, children can’t work for the family, but the business for the partners, that would be something i could easily get into our investment banking. I mean, if i’m a good fundraiser from good at raising capital for non-profit, i might be good at raising capital for a hedge fund. And a lot more money to be made over there, so people who get into this line of work are doing it for a bigger reason than the paycheck s o they get into that, but when you start getting down to the nitty gritty and you’re dealing with the paperwork and you’re dealing with all the, you know, the more monotonous aspects of fund-raising or development or whatever you’re doing in the organization, you need to kind of really reignite that passion and remind yourself why you’re doing what you doing so that the inspire pieces there as well, and then the last one is impact there’s a great deal emphasis nowadays on accountability for organizations to say, you know, we’re going down this route, and we have measured reasons for doing it. Labbate a lot of every organization has noble aspirations for what they’re trying to accomplish with our mission, but i believe it’s, melinda gates who said it’s bowling in the dark, you maybe bowling for those pins, but if you’re not, if you don’t know where throwing you might not be being, you know, as effective as you can be, so we definitely have a focus. This year on the impact component as well and and what that means for the organisations in attendance, there’s a lot of conversation in the non-profit community about impact of i’ve had ken berger on ceo of charity navigator talking about impact and outcome measurements had an author of the non-profit outcomes toolbox on talk about the same thing, so impact of of the three i know that impact is a lot of what i’m hearing in the absolutely absolutely absolutely so so how many speakers they’re going to be on a two conference it’s amazing, you know we have right now, i think sixteen or seventeen, we always end up getting a couple aa couple late stragglers people kind of want to see how it all looks and then say, okay, i’m interested in doing it. It’s it’s a numbers game like in fund-raising we have our wish list, we ask our wish list and plenty them say no, but the ones that say yes, we celebrate in the office and ones that say no is just one more no before yes, we’re going to keep pounding them so the audience is going to see roughly eighteen speakers eighteen to twenty three bodies in the same argast ditore, iam speakers just come on and off the stage, you expect the theater. It’s it’s actually properties to the tribeca performing arts center. So it’s it’s, where they do the tribeca film festival, it’s, a it’s, a it’s, the real deal outstanding. My guest is jonah helper, co founder of the nextgencharity conference. We’re going to take a break, and, of course, john will stay with me, so i hope you do, too. Talking alternative radio twenty four hours a day. Are you stuck in your business or career trying to take your business to the next level, and it keeps hitting a wall? This is sam liebowitz, the conscious consultant. I will help you get to the root cause of your abundance issues and help move you forward in your life. Call me now and let’s. Create the future you dream of. Two, one, two, seven, two, one, eight, one, eight, three, that’s to one to seven to one, eight one eight three. The conscious consultant helping conscious people. Be better business people. This is tony martignetti aptly named host of tony martignetti non-profit radio non-profit ideas for the other ninety five percent technology fund-raising compliance, social media, small and medium non-profits have needs in all these areas. My guests are expert in all these areas and mohr. Tony martignetti non-profit radio friday’s one to two eastern on talking alternative broadcasting. Do you want to enhance your company’s web presence with an eye catching and unique website design? Would you like to incorporate professional video marketing mobile marketing into your organization’s marketing campaign? Mission one on one media offers a unique marketing experience that will set you apart from your competitors. Magnify your brand exposure and enhance your current marketing hyre your services include video production and editing, web design, graphic design photography, social media management and now introducing mobile marketing. Their motto is, we do whatever it takes to make our clients happy. Contact them today. Admission one one media dot com. Told you. Lively conversation. Top trends, sound advice, that’s. Tony martignetti, yeah, that’s. Tony martignetti non-profit radio. And i’m travis frazier from united way of new york city, and i’m michelle walls from the us fund for unicef. The nextgencharity conference two thousand eleven is november seventeenth and eighteenth at the tribeca performing arts centre. You could get information registration, but next-gen charity dot com. My guest now is jonah helper he’s, cofounder of the conference. Who are we goingto see among these eighteen speakers coming across the theatre stage? Sure. All right, so some of them are big names. Craig, you mark from craigslist, who i believe was on your show was a guest on the show. Yeah. Talking about then he was talking about craigconnects. Okay. So what’s he going to focus? Well, obviously, craigconnects is one of his more recent projects that he’s doing he’s. I believe it was insider information, but i believe he is doing a talk on customer service. He kind of views himself as a customer service expert. And he has some really, you know, creative and resourceful things to share a two conference. And then we have other individuals, like dr peter diamandis, who is the founder of the x prize foundation. That is the foundation that gives big pools of prize money towards certain campaigns of innovation. So they want to get private spacecraft into space without, you know. The use of, for example, nasa, but to rely on ingenuity and teams a big pool of money, whoever could get into space, you know, fulfill a certain number of criteria and come back down, you know, alive and safe and that’s one of the projects that they’ll fund if they’ll find that they do something built deep sea exploration, their board is incredible if you look at their board, i mean it’s it’s, larry page from google and it’s james cameron, the director, obviously has the deep sea water thing don’t for him. It’s it’s, a real he’s got incredible board and so he’ll be talking at our conference about, you know, pushing innovation. We’ve got marc ecko who’s, a famous fashion designer echo unlimited here in new york city. Ah, he is a champion of ah breaking through bureaucracy he’s incredible, incredibly talented at spreading the word and also rattling the cage. He did a couple things definitely just google his name and see what he did to air force one. I’ll leave that as a teaser for you. How is his last name? Spelled e c k echo. Hey, is he has an organization on called unlimited? Justice that is, that mission is to stop corporal punishment in class and believe it or not, in twenty or twenty two states in the us, it’s still okay to hit a child in the classroom? The same states it’s it’s illegal to hit a prisoner in the prison system, but you can smack around a kid on dh that would sound like something that would be easy to change, you know, go to the you know, whatever it takes, we’ll go to the powers to be in the city in the state and say you can’t hit kids but it’s not so easy. This tremendous bureaucracy and he’s already gotten two states to change thiss wanted to put in a ruling to effect a law into effect that you can’t hit hit a kid in the classroom. So he’s another person who’s presenting we definitely have other unconventional ones. Teo neil strauss, famous journalist for the rolling stone magazine hey also wrote a book called the game, which is for for ah kind like the bible for how to pick up women he’s b he became the number two pick up artists in the world he was under taken. Under the wing from the by the number one in which for so we could write this book, he wrote this book tremendously successful, and we’re having him talk about how to seduce your donor. Oh, excellent, yes, it is interesting because you can go to a conference here in here from a gazillion fundraisers or consultants on how to fundraise. So we thought, well, how do we approach is from a new direction, you know, it’s about relationships and fund-raising about relationships and why don’t why don’t we have somebody? Who’s, an expert on relationships in a kind of a sexy, offbeat way? Give a talk, you know, to that end so definitely you can go online, see the full roster that we have, and we’ll be adding a couple more between now and the conference in november seventeenth. So, you know, we’re very excited with our ostro’s here, all right, and it’s eighteen to twenty speakers on that first day in november seventeenth and then what’s the second day eighteen okay, so the second day is very not traditional for unconference most conferences have predetermined workshops, you select rich which workshop you want to attend, so between the nine and eleven hour in the morning you could choose between four or five different topics sometimes, you know, i don’t know which one to go. This is very different. This’s calling unconference or open space. The model isn’t isn’t created by us, but it’s something that’s still not heavily adopted in the conference world. We’re basically attendees come no pre assigned agenda no preassigned workshops, they come and basically it’s a new agenda developed by the people who comes. So i get to the room and i say, okay, you know, i’m having problems of my organisation with donor attention or another person comes along and says, i’m trying to get volunteers how do i get volunteers? They come into the room big ballroom, big giant like three m giant post it notes they can write their issue and different a lot of areas in the room, they can post their issue, and then people congregate. Either they have answers, or they might have similar questions, and they can network around those issues. So it’s kind of organized chaos where where they come in and they and they get the solutions that they need andi network on a high level you know, we’ve all been to conferences with networking the conversation khun tend to be very superficial. You know where you’re from when you go on home. What did you have for breakfast? This is networking in its finest form it’s around the issues. And so do you know how many issues will you’ll be able to accommodate what we have? I believe we have the ability to accommodate ten issues at a time we have in the big bar and there’s these ten pillars which kind of create these natural pockets for people to congregate around. And we’re gonna let people post their their issues around these areas. We wanted to be organic. We want people to be ableto get the solutions that they need. And we’re not going to try to put a square. You know peace in a round hole. We want to give them the ability to say this is your programme. This is your agenda. This is your networking event. Get the solutions that you need, not the ones that we think you need. And how many blocks of time do you have allocated, teo? Ten topics per block. So? So basically the you know, the whole of the second day the conference, which actually is at the broad street ballroom, which is about a mile away from the tribeca performing art center, which is on day one, the broad sea ballroom wait, we’re going to be in there from nine a m to one p m and so the first two hours is going to be focused on this this unconference a smile where people can write their issues the second two hours with lunch in between is going to be industry round tables. So if you are in the health, carrie, you know, area of philanthropy or if you’re in education or if you’re in sciences or the arts, whatever it is, you can network with people in your industry so instead of it being a random experience at another, not another conference, you’re able to congregate with other people who are in your areas of expertise and then have these, you know, with these around table captains or hosts from the attendees lead the discussion with that with that round table group in each of the you know areas and the conference is the next-gen charity conference it’s november seventeenth and eighteenth with the second day being an unconference it’s ah, at the tribeca performing arts center on day one and jonah what’s day to where’s the forty, forty one broad street is the broad street ballroom. You could get information about the conference and registration at next-gen charity dot com. And as i said, this show is a proud media sponsor. You have one more thing to absolutely, you know, because you were one of our earlier doctors. Well, you know, we’ve made early adopter discounts available to attendees, which are no longer available because you were an early adopter. We want your audience and your friends and your colleagues to have that early adopter price. So if use the tony radio as a discount code, check out, you’ll take three hundred dollars off the price, which isn’t available to anybody else. Can i block that? Absolutely. Tony radio. Tony radio. Any idea? Check out. Excellent. Thank you, jonah. Thank you very much for being a guest. Andi, i also want to thank hank goldstein next week. It’s going to be year end giving tips. That’s going to be the subject. But i don’t know yet who the guest is. Going to be so if your ah fan of the show on the facebook page, you will find out, but that’s going to the topic next-gen next week, you’re in giving tips, and then scott koegler, our regular tech contributor and the editor of non-profit technology news is going to share the latest in tech for your shop. Keep up with that’s coming up for pete’s sake. Sign up for the insider email lorts on our facebook page. It’s, facebook dot com, of course, and then the name of this show like us click that like button you can listen live or archive you’ve been listening live listen archive it’s on itunes every show is archived there. Find our itunes paige at non-profit radio dot net the creative producer of tony martignetti non-profit radio is claire meyerhoff line producer and the owner of talking alternative broadcasting. His sam liebowitz and our social media is by regina walton of organic social media. Help you be with me next week for talking altum at talking alternative dot com the show tony martignetti non-profit radio always big non-profit ideas for the other ninety five percent next friday one to two p, m eastern. Well. Think think, think, think, think, think, think, think. You’re listening to the talking alternate network. You waiting to get a drink? Cubine duitz looking to meet mr or mrs right, but still haven’t found the one. Want to make your current relationship as filling as possible? Then please tune in on mondays at ten am for love in the morning with marnie allison as a professional matchmaker, i’ve seen it all. Tune in as we discuss dating, relationships and more. Start your week off, right with love in the morning with marnie gal ilsen on talking alternative dot com. Are you suffering from aches and pains? Has traditional medicine let you down? 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Sure you’re neo-sage tuesday nights nine to eleven new york time go to ivory tower radio dot com for details. That’s ivory tower radio dot com for the average, our is a great place to visit for both entertainment and education listening tuesday nights nine to eleven it will make you smarter. Do you want to enhance your company’s web presence with an eye catching and unique website design? Would you like to incorporate professional video marketing mobile marketing into your organization’s marketing campaign? Mission one on one media offers a unique marketing experience that will set you apart from your competitors magnify your brand exposure and enhance your current marketing efforts. Their services include video production and editing, web design, graphic design photography, social media management and now introducing mobile marketing. Their motto is. We do whatever it takes to make our clients happy. Contact them today. Admission. One one media dot com. Talking.