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Nonprofit Radio for May 17, 2019: Nobody Reads Your PDFs & Map Your Data

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Genie Gratto, Meghan Hess & Nathan Gasser: Nobody Reads Your PDFs
Formatting your reports and research in PDF may bore your audiences to where they refuse to read your stuff. Our panel from the Nonprofit Technology Conference helps you assess what’s best for your nonprofit’s content, including interactive formats. They’re Genie Gratto at GWRITES; Meghan Hess from Campaign Legal Center; and Nathan Gasser with Report Kitchen.





Salim Sawaya: Map Your Data
Salim Sawaya shares ways to visualize your outcomes data on maps, which can revolutionize how you think about and deliver services. He has free and low cost mapping tools. He’s from Esri.





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Hello and welcome to Tony martignetti non-profit Radio Big non-profit ideas for the other ninety five percent. I’m your aptly named host. Oh, I’m glad you’re with me. I’d be thrown into Erato carrot itis if I saw that you missed today’s show. Nobody reads your pdf ce formatting. Your reports and research in pdf May bore your audience is toe where they refused to read your stuff. Our panel from the non-profit Technology Conference helps you assess what’s best for your non-profits content, including interactive formats there. Jeannie Grotto at G, writes Meghan Hess from Campaign Legal Centre and Nathan Goss er with report kitchen. Then map your data. Salim Sawara shares ways to visualize your outcomes, Matt Data on maps, which can revolutionize how you think about and deliver services. He has free and low cost mapping tools. He’s from Isra on Tony’s Take to the Nukes, Responsive by pursuant full service. Fund-raising data driven and technology enabled. Tony dahna slash pursuing by Wagner CPS guiding you beyond the numbers regular cps dot com and by text to give mobile donations made easy Text NPR to four four four nine nine nine Here’s nobody reads your pdf ce from the twenty nineteen non-profit Technology Conference. Welcome to Tony martignetti non-profit Radio coverage of nineteen ninety si. That’s the twenty nineteen non-profit Technology Conference. We are in the convention center in Portland, Oregon, and this interview, like all our nineteen ntcdinosaur views, is brought to you by our partners. ActBlue Free fund-raising tools to help non-profits make an impact with me Now our Genie Grotto, Meghan Hess and Nathan Gosar. Jeannie See? The closest to me is communications consultant at G writes. Megan has his digital manager at Campaign Legal Centre, and Nathan is president and executive chef at Report Kitchen. Jeannie. Meghan Nathan. Welcome. Thank you. Radio pleasure. Your topic is, uh, it’s a good one. Interesting. Nobody’s reading your pdf ce published audience friendly research and reports. Um, let’s start down the end there, Nathan. This is, uh, this is a trouble area. We’re going through a lot of time and expense to produce surveys, reports, research, and nobody’s reading it. Yeah, sex. Exactly. Right. Way being this interest in this topic up for being working with agencies and organizations and foundations for years. And exactly we said they will produce in some cases, spend two, three years and spend multi millions of dollars in research. And you’re determining. Actually, there was an article published. What if the title was? What if the solution to all our problems was locked in a piela? Somebody was reading, and it’s sort of the point Is that like, it’s not just like, oh, no one’s reading my work It’s no one’s reading work that could potentially, you know, changed the world. And it’s really bringing that up impact to this work that we’re we’re trying to address. Okay, uh, now it was This was originally titled When I first read it. Nobody’s downloading your pfc published research and reports people actually read What was the metamorphosis to nobody’s reading your pdf, but was too technical downloading or what? Uh, Meghan, can you share Will shed a light on this. It was mostly that the NTC folks, we’re helping us to edit for tea to bring more people into Russian. They head thoughts on the wording. Okay. Something provocative. No, but they were the same idea. As you know. If people are downloading it, they aren’t reading it on DH. That’s really what it is. Just about getting eyes on stuff Okay. Um, so let’s is there a problem? Let’s start. Jeanie is there? Is there a problem with the pdf format? Inherently? Oh, absolutely not. I mean, I think the pdf serves a really important purpose and and offers a way to present some of this material in a consolidated way that people can have. The issue is really thinking about audience and really thinking about why people are trying to put the information out there and making sure that those audience members are able to access exactly what they need to do the change in the world that an organization would hope they would dio. And so so, yeah, so it’s It’s not saying, Let’s not do PdF So it’s really all about let’s think about the content and think about the way that content is being delivered and make sure that it’s reaching the folks that we wanted to reach. Okay, so maybe pdf is not the best format to convey your your world saving research is that it could be. But there could also be other audiences that might need a shorter, more snack, oppcoll way of looking at some of the content, or you might be trying to create, you know, move people to action in a particular way, and they’re not necessarily going to move toe action through, you know, reading a fifty five page report. So So if you all identified different constituencies are different personas that consume data in a different way. Yeah. So? So in the session, I was presenting a few different examples that we’ve had at my organization Can be legal center on DH. The first step of when you’re gonna put research and information out to the world should really be Who is this information for and who do we want to consume it? And what do we want them to? Tokyo. So, like, free states, journalist is going to consume information. I want information very different format than a social science researcher. Sure. So So Yet putting this research out there Do we want a journalist to pick up on something? In which case we might want to pull out the three fax that we think are the most scintillating fax that a journalist might want to talk about? And do we want to put that out there in some way that’s more eye catching than buried. Fifty pages into your pdf and maybe it’LL supplement the pdf so that they can then go deeper or contact your issue expert. Or maybe you have a constituency you’re trying to reach. That’s not going to open a pdf at all and this vital information for them. For instance, we I have put together a bunch of information for returning citizens who want to know about their rights to vote. So people with felony histories and the laws are different in fifty states. For how Who is able to vote under what circumstances? And if you are looking for your particular state and your particular circumstance, you’re not going to read that information in the pdf. So how do we get that information in front of the exact right person? Okay, dahna. So, Nathan, so is our our first. I gotta wrap my right mind around this because you guys ever think about this. You all pardon me? Not you guys. You all have been thinking about this for a long time, and, uh, well, I looked at it for the first time a couple weeks ago, and I have not been thinking about it solid for the for the for the all those weeks. Uh, and my hearing Is this what we start with? What’s the purpose of the research and and who we want to have consuming? Exactly. It’s actually the way we began. So what’s our goal? Why do we have this when we have this report to begin with? Exactly. You just summarize. Probably the first five minutes. Ten minutes of talk, which was Okay, Good. I’m glad the first five minutes, not the last one, you know, is perfect. And that’s how you started. You know, the point is not what technology tools do we have available? The point is, who’s the audio snusz and who were trying to reach. And then once we reach them, what do we want him to do? What actually wanted to take Weare talking with someone after the session? About about measuring impact? You don’t measure impact with how many tweets we get. How many page using we have. How many people looked at it. We measure impact with how many laws were changed. How many people were able to vote who run before, how maney, You know, real impact in the world. And that’s the kind of thing that we’re trying. You have to start with to say what we’re trying to take. What actions do we want? These audiences, once we’ve identified them to take and what tools are they gonna need? And we take that action, you have to start at that level before you know it can really look at all the different mirriam technical tiles decided I would be most appropriate. Help us identify some of the potential audience is that we might be producing content for yes. So you said you mentioned a bit ago social science researchers, and that’s actually a great point. There are, uh, there are cases where where you know, the entire audience of, ah, body of research is other researchers now in its And the point is just to see the next step of research. And in that case, you’re going toe, you know, trust that someone’s going to sit and read through a you know, one hundred page pdf. That’s OK. They are motivated to do that. That’s not the case for you, for everyone, for most of them, in-kind of organizations that you would expect to see it in ten. They’re not necessarily right. You’ve speaking to social signs researchers. They’re probably going, you know, often one step more towards the general audience with that with other organisations. And, you know, so you want to look at our someone would be motivated to read through, you know, several page three or four page instead of two hundred, you know, Is it someone who’s going to be motivated to interact with Cem Cem data or download the data themselves and, you know, work with it that way, If someone has wants to see the information on a map and they want to zoom into their county that there’s countless examples of, you know, Megan mentioned one where oppcoll you really only care hyre about, you know, one fiftieth of her data, right? It’s the state that you live, you know. So the ability to cut away the stuff you’re not interested in is, you know, is huge. And that’s almost not possible with video because you’ve got page after page after page after page of on There’s no, you know, sort of got cutting away that that’s something like a basic Web page with a little bit of interactivity can bring. It’s time for a break Pursuant the art of First Impressions had a combined strategy, analytics and Creative to captivate new donors and keep them coming back. That’s very book on donor acquisition you get at the listener landing page because you want to make a smashing first impression on your potential donors. That listener landing page Tony dahna may slash pursuant capital P for please. Of course, this is a live listener loving the pasta’s pleasantries the plod classed Oh my God, the iconoclast plod class for first love The love goes out to the live listeners. Thank you for being with us. I’m glad you’re with us today. On this day that you’re listening live that I’m not in the studio alive but you’re alive. So the love goes to you and the plot class Pleasantries poured Class provoc room. I’m so glad that over thirteen thousand of with you of with you are listening on the plot classed that you’re iconoclasts If you’re If you’re on the plot class, you’re an iconoclast and the pleasantries and present trees go out to you. Thanks, Thanks for being with us Applied Class listeners. Now let’s go back. Teo, Jeannie Grotto, Megan Hesse and Nathan Goss er with nobody reads your pdf ce Jeannie. What are some other potential formats besides the written report? Well, I mean, I think one of the things that is such a huge trend right now, rightfully so in all communications and storytelling. And that’s a really big deal. And so a lot of researchers air turning two interviews and trying to tell stories through that research. And those stories can be extracted and they can be either extracted as video clips. They can be extracted, as you know, kind of, you know, even explainer videos, you know, with, like a little bit of animation, things like that. There are many ways of expressing those stories, and you know, if those stories can be great and they can be really impactful, and they can move people to be ready to make change. But if people can’t get to them, then they’re not going to make that change. And sometimes, you know, you might have a document or a report that has, you know, multiple audiences. For example, you might have one that you have to turn into your funder, and your funder is very interested in what happened over the course of the body of research. But you also might want tohave, for example. Policy makers perhaps make a policy, you know? So, for example, say you were doing a report about safe streets and you wanted local policy makers to be able to read it and read the stories that are in it and really, you know, start implementing different policy than exists in a current community. We know that one of the ways people move is through stories and that you know that tugging at their heart and sort of getting to their emotions is going Teo going to be in some ways more effective than just data and the data is important than the data backs up those stories. But being able to sort of isolate those stories Teo get people emotionally involved will help organisations make that change a little easier in a little faster. Okay, that’s related to what do you want people to do with Derek Lee? Is this a donation or is this more research? Right. It’s just, uh, awareness by a funder from four hundred. Exactly. Okay, Um, see, Megan, where what else can we talk about around this topic and sort of like before we go to the workflows, you have weight. You have method of strategies around workflows getting content from researchers into something. Get interactive format. But is there more we can we can touch on before we get to the workflows portion? I think the thing that’LL add is ahead, like three or four people come up after the session to say, How do I convince my colleagues that this is worthwhile by, um, I I think that our organization serves particularly good example of this because my colleagues are mostly attorneys and policy experts on the information that they consume is from pdf. So you know they are looking at stuff that’s out there, either. It’s government data that they’ve downloaded in a pdf form, and they’re analyzing it. Or it’s research that’s put out by colleagues and other organizations. And it’s a report, and it’s a Pdf Download it, like other social scientists were talking about. They are the audience for BTS for many times, and so Teo convince them that maybe our output we should consider other avenues for Supplementary Avenue is something that’s a struggle for a lot of a lot of folks, and I think with tip is that you don’t have to go all or nothing. You can put the information out there as the pdf, but then you can extract the information that you want to get in front of the right eyes and supplement with that. And so that’s one way to convince them that, you know, this could be something that doesn’t take away from the work that you want to put out there and only adds defected Supplementary and we’re repurpose ing And think of the energy we’re saving from having to create new content when we can produce this in a different format for lots of different audiences. Sure. And then, of course, you know, if it’s not appropriate to be putting out that pdf based on who you’re trying to reach and that’s just going to be in a wasted effort, then you know you need to talk them through the same thing. If thatyou thought process that you’ve gone through if like who is this information really for, and how are we going to get in front of them? Follow-up. I mean, I also think it’s really this is a place where metrics are really helpful And so, you know, being able to say, Okay, here’s the pdf And now, you know, maybe taking one little bit of the report and kind of creating one small interactive piece around it and sharing that and then being able to say, Okay, here’s here. The statistics around that particular piece say it’s a video. Here’s how many shares that’s gotten here, the platforms where it’s been shared on DH and really being able to serve, set that against the download. And then if you can take that interactive piece and track not just that it was shared. But then, if you can get beyond that and even figure out what actions were coming out of that, that you can help make the case along the way that these incremental steps are really useful. And then the more you’re able to make that case, the easier it is the next time around. Oh, for sure. Yeah, Break, break the barrier. That Okay, I’m glad I’m I’m glad you brought up buy-in back-up because that’s its critical and could be. You know, if you’re if you’re the sole advocate of something different, you’re you’re fighting it uphill battle. You need allies and the hyre up they are the better or the board, at least at least in number. Maybe maybe you don’t have the higher up. But if you have numbers among your peers, you know, then you can start to make the case. Okay. Okay. So, Nathan, let let’s let’s talk some about these workflows that I’m not sure I understand completely, but you’re gonna help me andare Listeners understand workflows forgetting content from researchers and authors into interactive web format. Yeah, So does this mean So it’s it’s important to look at where, you know, along with the buy-in question is, you know, what can we what steps come we implement that are going to be, you know, achievable. And if you’re asking people to radically change what they’re doing, it’s going to be a harder sell. And so if you could look at, say, Windows, a researcher gathered their data and work with it. And, for example, if a researcher gathers their data and produces a little chart in Excel or something like that, and then sends that on to the editor, you’ve lost the ability to do something interesting with the rest of the data in interactive with data because the researcher has not passed on all of that data. They sort of sliced it away and left it in excel and simple little tools like that. So the question of, you know, win in the process do we need to get involved into say, Look, we’re going to save you time. We’re gonna ask you not to make these graphs anymore and excel. And we’re gonna ask you to just turn the data, overdo it, you know, put them right into a tool that allow you to let the visitor to the website You interact with the data on their own things like that. Then you’ve got the data in a way that you can, you know that you can work with it without having Teo oppcoll towards. You know, if you similarly, if you have on article or the even the body, the text body of the work go right to a designer who’s going to produce a very sort of fancy and attractive but hard to work with, you know, production file or publication file, there’s gonna be really hard to get that back onto the web in a way that was Jean you mentioned, you know, be like skimmed and snapped and sliced in two smaller doses, You’re gonna have this big chunk of, you know fifty pages. That’s really hard to work with. So that’s the sort of workflows thing where we’re trying to say, If you try to go in and say everyone, stop what you’re doing and do it a completely different way, it’s gonna be a really hard sell it in, Say, here’s at this point instead of just throwing this file away, just copied over to this other department and they’LL let them work with that. And then you can keep doing what you’re doing That’s making was saying, You know, you don’t you know, You don’t say stop cubine completely, but you want to say Let’s try to get into the spots in the workflow that we need to pull the pieces that we need to show really the advantage of of giving somebody you know, certain more direct access to this data. D’Oh any of you have recommendations for tools that are available? Teo, help the public, uh, sort through data. Are there such tools? Another are What are they? Yes. Oh, we know. Among us. Yeah. So there’s no way we’re actually talking with someone who wanted to do basically an interactive charter graphic. So, in any case, she had some kind of of the life cycle of, ah, of an ecosystem that, you know, it was a very complicated graphic, and it it worked well in pdf. But you only because you could zoom into, like, five thousand times and see these tiny little you know, words. Um, so you know, there’s a tool, for example, called info Graham, that allows you to create that kind of interactive graphics in-kind zoom in and zoom out and just present that in, you know, kind of a one one step things that you know that works nicely for interactive graphic way of sharing info Graham and focus. Graham. Yeah. Phone in program. Okay, way Haven’t one of the things in in full disclosure. I represent a company that produces a product called Report Kitchen that does the exact same thing that we’re talking about, which is take a document that starts is a pdf and take it all the way back to having all the texts and the graphics and everything extracted and produce a Web page you could work with on add interactive video or, you know, visualizations and things like that to it. So that’s Ah, that’s another option. If you want to have sort of retain all of the information because in many cases, you know, it’s easy to say, Well, you throw away the stuff people don’t want. Well, in some cases, people want a lot of it. So, you know, being able to convert it all and have an easy step is something that we’ve put a lot of energy into this this report kitchen product that we work with. I would still have a good amount of time together. Another five, six minutes or so. What? Uh, what else did you tell your audience? That you’re not sharing with non-profit radio listeners? Sametz Amy, you lower our speaker are piela. Please get a little feedback. What about what else is there? So one thing that we did in our session was way actually distributed worksheet through the room to help people start thinking through the reports that they’re working with and what they can do with it now, like this is something that you can put in place. No matter what the status of the report Is it something that’s already been published? It’s out. There is a pdf. Let’s go back to it. Pull out the most interesting fax and make a chart about it or make it, you know, easy infographic that could accompany the report online and put that information front and center in front of people. Or maybe there’s a report that still in the brainstorming stage where you can like Nate was saying, Insert yourself into the process now early on and say, Hey, I think we could do something different with this this time s So we were trying to bring it home for people that you know, we’re putting all these in for these examples in front of you of waves that we’ve done this in the past from simple to complicated. But this is something that you can take from this conference back and do right away. This is something that you can start implementing, no matter where they you know who you’re working with. What stage of the reports that you’re working with is This is something that you can do and take away from the conference and and feel like you accomplish something having come all the way out here to go to Portland, Was this a hand out O r re sources or an online resource we can share? There is. Yeah, there’s a pdf. The thing of all the ways already a pdf has its place. It does. And yes. So we’re planning Teo, share the link to that. That worksheet is part of our community notes for that session. Okay, so where where people go for the community notes. How does that work There is? Yeah. You go on the antenna app every every session and on the site. If there is a link to the community notes and a cz wella sze to some additional resource is I believe so. Yeah. Dahna all their dahna cider on the Appia. You don’t have to remember the girl. Okay, Okay. Very good. Uh, so we still have some time together. What else? What else? Uh, don’t hold out on non-profit radio listeners. What else did you talk about? You know, the other thing that that I would say this was another question that came up kind of after the session, but there were some questions about it along the way obliquely, but really one of the things that I think non-profit folks tend to fall down a little bit on, mostly because everybody is stretched for time and resource is. And all of that is really thinking through the audience and going out and doing even the very most basic user and audience research. And so you know, one of the suggestions that I have, I think that can be really helpful is just finding a couple of the key people in the audience is that you’re looking at. So you know, whoever you’re trying to target, going out and just asking them some questions about how do they consume information? Where do they consume their information? You know, it doesn’t have to be a really intense, kind of persona building process or a really intense German process. But normal folk and formal focus group kind of questions are really helpful on doing that. You know, kind of with your audience is either the people you serve, the people that give you money, you know, whoever it may be policy. Ah, policymaker, Policymakers, staff member, You know, somebody like that. Just getting them on the phone and ask them some questions is one of the things I think that particularly non-profit calms and non-profit tech people often here is somebody will come to them and say Nobody can blank so nobody can find anything on the Web site. Nobody’s reading this report. Nobody is, you know, and usually that’s often based on some anecdotal Um, and that’s fine. That’s pretty much human nature, you know, people sort of extrapolating from the thing. So my thing is, you know, you can also use that in reverse, go out and get your own and dahna data and have that available to help make the case and to get that buy-in. And I think that’s really important and can be a first step even for a non-profit that doesn’t have the budget for user research on DH. It can be something that just doesn’t take a time of time. So it could be easy to dio. Okay. Okay. Anything else you wanna share? Way got sometime. If anybody wants to add, what else did you do this seventy five minute session. So I know there’s more we’ve only been at We’ve only been talking for about twenty four minutes, so uh, yeah. Much follow-up with you said. I think it’s really important to listen. And I think there’s a lot of a lot of folks that you do the same thing they’ve been doing kind of over and over. Or or that they see other people doing you say white. And this, well, this organisation does. This one’s age doesn’t This one’s a bit of it. It doesn’t mean that that’s the right way, you know, just because a lot of people are doing it or a lot of organizations doing it doesn’t make it right, right? Yeah. And so make it popular. So listening to people and finding out, you know, again not just listening to the complaints. Because if all you do is listen to complaints going, get steered, you know, in circles and circles and circles. But it but going out and just, you know, proactively finding out. Does this make you put a little bit of effort and say, Does this graphic make sense to you? Can you Can you find what you want out of this? Does this piece of text makes sense to you? Does this video make sense to you? Like you know what which he’s going to motivate you, which is going to give you the resource is that you need to take the action that we wanted to take. You know, just again. Like you said simple audience research as it was a lot better than just kind of listening to your You listen to the same voices he always hear Meg and I’m going to give you the wrap up. Got about thirty seconds. Motivation. Positive. Positive conclusion. I’ll just say again that this is something that anybody who works in communications or marketing or fund-raising for any organization can do no matter you know how. How stubborn a ship you’re trying to turn you, Khun, make small, incremental changes that will put the you know, this information in a more accessible format than Petey Jeff. And maybe you’re not going to be doing a big Web, native mobile friendly website instead of the report to begin with. But you, Khun, do small things with little budget and not a lot of time that will make a big difference in how your audience consumes that information by putting that forethought in before you actually just throw the pdf on the website. This is something anyone could do. All right. Thank you very much. They are Jeannie Grotto communications consultant under G writes Meghan has digital manager at Campaign Legal Center on Nathan Gaza President and Executive chef at Report Kitchen. Thanks to each of you. Thank you, Tony. Thanks for having pleasure. My pleasure on thank you for being with our coverage of nineteen. Ninety si the non-profit Technology conference. This interview and all are nineteen ninety si interviews brought to you by our partners at Act Blue Free fund-raising Tools to help non-profits Macon Impact. Thanks for being with us. We need to take a break when you see piela is their accountants, for God’s sake, You know what they do? The account that everybody knows that sexy PPI is like being a dentist. Everybody knows what what it’s all about. Do you need one? You need help with your form. Nine ninety is the time to change Audit firms get that fresh look. Perhaps they’ve got a deep practice for non-profits. They’re growing it. They want to grow up more. And you know what? Insider in the firm help them grow. Why? You may ask why? Because they’re sponsoring non-profit radio. You have to ask, You know the insider partner, He’s the partner yet Hooch Tomb has been on the show. Give him a ring. Check them out. Wagner cps dot com Now time for Tony Steak, too. Same videos last week because I’m away. So in the airforce during the Reagan years, I was a missile combat crew commander. First, I was a deputy missile combat crew commander, which would be a d m C C C. Then I was an M C C C missile combat crew commander. Of course, the U S A. F has its a c r o N Y m s, um, and as a d m triple C and then a m triple C. I worked in l double sees launch control centers, many of them spread throughout western Missouri. There were in other states as well. Uh, North and South Dakota, Wyoming, Montana, and I think Kansas so much sure about that. But in our years, definitely those other states I named and what do we all do? Their we controlled nuclear missiles. You have direct control over ten missiles, but you got auxiliary control over another forty. So if your friends and the other capsules get wiped out. You can take over their missiles on. How do you do all this? You do it from the l double. See the launch control center, which is in which is down below on the LCF launch control facility. And it’s next to the L C E B Launch control Equipment Building. You can see all this on my video. It’s a video tour of the launch control Center. Actually, the tourist just the downstairs launch control center and adjacent next to it the L C E B launch control equipment building. Take a tour with me. Ah, the video tour is at twenty martignetti dot com and that is Tony’s. Take two. Now here’s map Your data from the twenty nineteen non-profit Technology Conference. Welcome to Tony martignetti non-profit Radio coverage of nineteen NTC. We’re kicking off our day to coverage of the twenty nineteen non-profit Technology Conference. We’re at the convention center in Portland, Oregon, and my guest now is Salim Sawara. He’s manager of S Orry. Welcome, Salim. Thank you very much. Nice to meet you. Pleasure to have you. Thanks for kicking off our day to coverage. Thanks for having me. Absolutely. Your topic is putting your data on the map techniques and tools for impact. So we’re talking about visualising data, the outcomes data or just visualizing any data geographic, many different kinds of data, any kind of data that has location involved, whether it’s related to where the people are, the places that were trying to serve, if an assist, Where are we working, where partners measure me, measurements of impact and outcomes and ultimately different ways to visualize data to engage people communicate, you know, engage with our community. OK, could be fund-raising Data also could be donorsearch donorsearch members, volunteers indicators that would help us to identify where we would find more of the people that were working with that. We’re getting donations from that air, volunteering for us, etcetera. All right, As you can hear, the crowd is approving of your of this topic and he’LL take it. I’ll tell you what’s in the background is we have the main where the main stages maybe a hundred feet away or so on DH. There’s there are ignite session’s going on where people are doing five minute quick, quick topics on and the crowd is approving of that as well, as well as what Salim has to offer. Congratulations. Um and Oh, and I neglected to say thie outset that this interview, like all our nineteen ntcdinosaur views, is brought to you by our partners at ActBlue free fund-raising Tools for non-profits. Teo, help them make an impact. Of course, we’ve got our ActBlue swag. I’m don ing it, etcetera. So thank you for that indulgence. Gotta take care of our premiere sponsor and they’re right next door. So if you’re not at nineteen NTC, come check him out after afterwards. ActBlue. Um okay, so we, uh I hear a lot that we’re overloaded with data. There’s there’s so much available. It’s hard to sort out what’s important. So I certainly resonate with the topic. Resonates with me trying to visualize it in you in your cell, in your session topic you say you’re people can revolutionize the way they deliver service asses by by visualizing their data. That’s a revolution. That’s ah, that’s a strong claim. Revolution. Not just not going to be an evolution. How do we revolutionize and has this relate Teo delivering services? Yeah, well, I mean, today we’re dealing with super complex problems, right? That deal with lots of different issues, many of them very complex into related. And it’s very hard to get a a full picture of what’s going on, where we’re working, where the people are. We’re trying to serve. In many ways, the power of geography and GS is in allowing us to integrate different kinds of data that otherwise would be very hard. Teo, Understand in one place or in one picture? Yes, yes, is geographic information. We have jargon jail on non-profit radio. No problem. You can keep me. Keep me in check. I will keep you out of Joe. Yeah, but geographic information systems is a technology that leverages the power of location and geography too. Bring data together, integrated and allow people to do different kinds of analysis, visualization. And you know, many different kinds of applications to support their work. What we see in the non-profit community especially, is the use of js helping organizations and how they identify where the place is or the people that were trying to serve or assist. Understand? Where are my resource is? Where is my work today? How how best can I align the resource is that I have with the places that I’m trying to target on DH then you know, using joyous and location data to help them measure the both the outcomes and the impact of their work. Whether that’s by collecting data, surveys of beneficiaries or actually measuring the impact of work that they’re doing or leveraging other kinds of data socioeconomic demographic data as proxies to help measure the impact of the projects and investments that they’re making. Okay, there’s a There’s a lot to unpack there. You’re an expert in data visual legation. I am not sorry you might marry trainable, but happen Alan after now. No, no, no, no, no. I wanted That’s a terrific overview is just a lot to unpack Shine we got. That’s where we got a half an hour. Um, all right, so we have a, uh I’m going to take our listeners of small and midsize non-profits so they all have a c e r N on. Let’s say, maybe they’re even using their their serum data base to help them with their program management. We’ve got a panel on that coming up, so I know that that’s eminently doable. What What do we like? What are the symptoms that were, I guess let’s start with this trouble areas. One of the symptoms that were not managing our data or we’re not getting the getting out of our data. What we need so that then visualisation can help us. Yeah, absolutely. Well, I mean, I think whether you’re talking about donors or members or volunteers or beneficiaries, it’s really hard to get a real clear understanding of what is the make up? What is the distribution? What are the You know, where do these people exist? There are concentrations exam. You can you can you can export from your CR M to an excel she and that’ll give you Ah, I mean, I guess you could do a graph of ah bar graph of the most ten most common zip codes or something exactly. But But that doesn’t tell you as much as I would for sure, seeing seeing that kind of data on a map to allow you to see our all of my people concentrated in one place. Do we have gaps in places where we wouldn’t necessarily expect them to be? Are there are there opportunities in the landscape of where our donors or members or volunteers maybe that we could target and try to fill in gaps that we see and visualizing. Okay, And this certainly applies to local organizations. You could be mapping within a county or state, or you could be mapping the Earth. Absolutely. And that’s I mean, there’s there’s organizations working at all scales, right? So whether they’re at a neighbor murcott level trying to work on the you know their civic association and improving their neighborhood or global organizations who are working on, you know, really large, complex global issues context. The context that location provides really helps. So what kinds of questions might we be asking that way? Don’t feel like we’re getting a decent answer to now. Yeah, so a lot of the and that’s a great way to frame the discussion, because what are the kinds of questions that people ask? That location helps them to understand. One of the big things that we see a lot in the nonprofit world is am I am I getting the resource is to the places that where they’re most needed, right? Am I delivering services to the people who have the most acute need, um, I seizing those kinds of opportunities to have the biggest impact that I can have. Where could I be? Prepositioning resource is in order to make the most accessible to the people that I’m trying to serve. A really simple example. Would be organizations who are looking to build some sort of infrastructure, whether it’s a well or a latrine or a school or a hospital, where the people that need those services are they already being served by existing infrastructure? Or is there some opportunity or need to build some new infrastructure in a place that will reach a population of people that didn’t have access before? So then, what do we need to have so we can start to visualize our data the way, the way you’re encouraging, really, the it it blows down Teo having some element of location that you’re capturing when you’re collecting data on an organizations work, and that could be very precise addresses or coordinate locations where it’s easy to get that kind of information or where it’s being tracked at that level. But it could be just as easily you know, a city state country combination that allows us to Ah, you know, record information at a county level at a state level at a country level, depending what level you’re trying to map. Exactly. So what? The questions are you tryingto task and answer. So knowing that everybody’s in the same county, if you’re in that county and try them out, that county is not gonna be helpful. Exactly is right here in these streets. But what if you’re in a state and and you’re trying to map a state, then county alone could be could be valuable. Exactly. If your foundation trying to decide. Like where the places across the country across the world where our resource is, would have the biggest impact, right? You don’t need to map things down to the address level. You’re not targeting households. You’re targeting broader geography, Sze, where you want to focus your efforts. If you are a community level non-profit you wantto deodorant on its street addresses blocks that you want to focus on this segment of a trail, this segment of a stream, whatever the focus of your work, maybe you want the data that you’re working with to be very granular. Okay, sure. So you need that you need some level of geographic data. Um and then all right, so let’s assume that we have mailing address and we’re a state organization and we want to want to see where our density of service beneficiaries are on. We have there. We have their street address because we are social workers occasionally make home visits etcetera throughout the state. What we do next. So there’s Ah, a number of different processes. But effectively, the process that one would use is called geo coating, where your matching those addresses with a database of addresses and streets. Teo actually put points on the map that are associated with the addresses that may exist in your spreadsheet or your database. So we need this interim step. You can’t go just from the street address to Teo to a mapping tool. That’s what geo coding is, how you go from an address to dahna map. Okay, that’s the process of matching the address with the actual physical location. Okay, and you’ve got some resource is tools. Some geo coding tools that we’re going to talk about exactly are tools that help people do that. There’s a number of them out there that support that work. So it is. It is simple is exporting from your CR m into one of these geo coding tools. If you’ve got to see us via a spreadsheet of data, that has been I know CSB come separated values. Even I know that one. Sorry. Don’t put me in jail. Yeah, if you have a spreadsheet with data that has addresses essentially just uploaded into this geo coding tool, you run the geo coding process and you end up with a shape file, which is Ah, Geospatial data file format that allows you to put data onto a map. Okay, that sounds Aah! That sounds really It’s really straightforward. It’s very common. There’s a number of different tools out there and allow you to do it. But that’s first step, right? Is just getting your data into a form or can actually be visualized in a map in, you know, any number of technologies. Um, And then once you have that, then it’s a matter of what are the other kinds of data that I want Teo Layer with my my information that gives it context. What’s the appropriate basement that I want to use my looking at. Do I want to see? Imagery? Is the backdrop for my data to get context on. What is the landscape that we’re looking at? Do I want a kind of more of a neighborhood street map that gives me a feel of what’s the neighborhood like and what the transit routes? There’s many different kinds of base maps. There’s also lots of other kinds of data and information. Census data, a CS American Community survey data, various kinds of socioeconomic indicators that would give context. Tio, What’s the level of population in a given area? How much income do they have? What are the kind of needs that they might have with regards education, health access, etcetera? And there’s lots of data out there on things even around. Where do people spend their money, right? Are they donated ng to charities and high numbers in this area versus that area? Are they spending time volunteering with different organizations more so in this area than another area? So all of that gives context. Teo your own organization with data, the crowd approves again. Time for our last break text to give you get there. Five party male, Many course by texting NPR to four four, four nine nine nine. That’s the five part course that is going to dispel myths around mobile giving. It does not have to be low dollar. You don’t have to go through phone companies. It’s not expensive to get started. It’s all in the five part email. Many course text. NPR November Papa Romeo to four, four, four, nine nine nine. And we’ve got lots more time now for map your data with Salim Sawara. So So I’m now starting to take even greater shape. I mean, I’m imagining that these other data overlays will impact thie. The way you’re visualize the data so circles or, you know, ever shape maybe large or small colored. They might be different. Different shapes were means everything. So you can bring all these different layers into one one one dimensional map. And a lot of the data is popping out just as you’re looking at different points on the map. Exactly. Okay, okay. Overlaying different kinds of data gives you an understanding of how things relate in a way that you really could never get. If you’re looking at it in a spreadsheet or a report or some sort of narrative form, much richer. Sure. Okay, let’s spend some time talking about the different geo coding tools. So So where do we start? What you have? Recommendations, I hope specific tools and resource is Yeah, I mean, there’s there’s geo coating is one of the kinds of things that people do with JS. There’s tools that allow you to do that in a Web environment. Their desktop mapping tools that support geo coding butt joke owning is one of the one of the processes are analytical. Process is that someone would do with G s. Okay, well, let’s start with Suppose you wanted to do a desktop. You’re gonna keep this simple initially and you want you want it for yourself in your office. You have some tools you can recommend. Yeah. I mean, for the tools that ezri offers. We have a non-profit program where we make our technology available for free to non-profits. There’s small administrative fees and effectively with with every technology. Arc js isra I said s story. It’s OK. You made it sound like I’m a kayman institute or something. All right? And ah, we eso inter desktop software. There’s Ah, there’s Ah, a couple of different utilities or tools that would allow somebody to basically point a geo coding tool at their data set, and it would return a bunch of dots on a map. The same thing could be done in a Web tool that we have called our joyous online, where somebody would basically upload their spreadsheet. The geo coding process would be run against it and same output. You’d end up with a bunch of dots on a map or whatever your data, maybe. Okay, um, are there others you can recommend? Ah. Besides, every tool there’s, there’s lots of other energy A cutting things out there. Google Maps does geo coding. I think open street map has a G o coder. There’s lots of different options out there. I’m not as familiar with others as I am with ones that we try to be Galateri. Yeah, sure. No problem shouting out the every day, every tools, though. That’s fine. Okay, Um all right. That’s a That’s a great, you know, explanation of the process way. Have a lot of time left with another ten minutes or so. Yeah, And what else? What else is in this topic well on geo cutting really is is the tip of the iceberg, right? It’s how you get started and getting your data onto map. Well, where it really gets interesting is toe whatyou were highlighting a minute ago, right where you start overlaying different kinds of information that give context to your data, understanding the socioeconomic profile of neighborhood kids, where you may be working, or where your volunteers are where your donors are. One of the big things that we’re talking to a lot of people about this week or that they’re interested in, is how do I find more people like the donors that we’re working with today? Or how do I find more volunteers like the ones that were working with? All right, um, and this is a very similar thing to what businesses do with location information right tto find customers. But in the non-profits world, it may be a Organizations have a database with their donors or their volunteers. They put those onto a map. They’re able to identify what air the demographic characteristics of those individuals based on their location. And then it’s really easy to go and ask questions like, where are other places where we find the kinds of people that I’m wanting to engage rating people. Exactly. So that’s one of the big things that we see non-profits doing with our technology, whether that’s defined more donors or volunteers or more of the beneficiary population that they’re trying to support in some way. Now, commercial sites are doing this cos retailers exactly its banks, health care, how Starbucks decides where it’s going to put its next store. We’re named the business. It’s what I can imagine. I can imagine the rich data they must have about location of the what, what, what makes a story successful? Exactly, and and the kinds of characteristics of people that they find to be their best customers. Yeah, it’s effectively the same sort of question for a non-profit. You’re just trying to find donors or members or volunteers or beneficiaries, as opposed to customers. Come and yeah, it’s the same sort of thing. Also, that big logistics companies, ups, FedEx and others air using tio figure out how to get their packages. Two people in the most effective way on. That’s another. That’s interest of how non-profits could use Julius. All right, say a little more about what? Ah, package delivery service ups is how it’s using. So you mean like planning their daily planning the route for an individual truck each day? This is all this is all geo GS. This’s a GS problem, right? There’s in the numbers. All site won’t be exactly accurate. But you know, UPS has millions of packages that they need to deliver each day. They have tens of thousands of vehicles and drivers that are doing that work. They’ve got hundreds of thousands of locations that they’re delivering to and many different, you know, kind of factors that would affect which trucks and drivers they assigning jobs, too. GPS helps them tio analyze that problem. Ah, optimize the distribution of deliveries across that network of vehicles and drivers and get things to the places that they’re trying to go as quickly and efficiently and effectively as possible. There’s, you know, non-profit organizations who are running big logistics operations is well. We do a lot of work with U. N World Food Program, who faces many of these same pro problems trying to identify you know how to get re sources to the places that are needed as effectively and efficiently as possible. Where do you preposition resource is so that they’re accessible to people when they need them. But you could have many similar problems that smaller scales for non-profits who need Teo, you know, get volunteers to all of the places in their community that are needed to help with the trash pick up day or whatever the whatever the issue of the concern. Maybe so a lot of the data that you might be might be mapping is not data that you have that you have. So now we’re going beyond but might be data on economic socioeconomic status of a community, a block, a town might be racial distribution, shin education profiles, health care, healthcare outcomes. Absolutely. All right, so you know a lot of external data. So you then you map what? You’re what? You’re where your services are to where they’re needed exactly. And we take advantage of the open data movement that’s taking place around us, right? There’s lots of data that’s available from government at a national level, a state level, a county level. We invest quite a bit as a company and trying to make that open data accessible and usable for people so that they don’t have to do all the work of kind of bringing data together and putting it into, ah, a form that can be used in a GS. But, um, yeah, Isra and many of the different partners that we worked with in the non-profit space and government are making data services available that people congrats and mash up into, you know, Web maps with their own data and see, you know, beyond themselves. What is the landscape that they’re working in, the people, they’re trying to serve all of those things. But what’s your opinion of the Facebook data? We’re digressing now. Data data collection policies not sharing with non-profits, for instance, donordigital. When someone makes a gift on Facebook, you know they won’t reveal the data. I’m not sure I’m really even familiar that so if somebody’s making donations through face-to-face xero non-profit, you can’t get the you can’t get contact information. You can’t get the person’s email. I’m not sure they give. They might give Now. I figure they must give name, but non-profits have a have a big information void there. It’s It’s very, very hard for them to acknowledge that gift, so I’m not even sure that I know they don’t give email. I’m not even sure if they give name, and that’s hardly unique. But yes, that’s a problem. Yeah, it’s an interesting question. I’m not. I wasn’t really aware of that. But it’s ah. You know, I guess I could imagine it’s a bit of Ah, Catch twenty two situation, right? Terms of the privacy concerns and things that they must be facing, but at the same time, providing a service in a way that really is is valuable to non-profits. Yeah, I don’t know. It’s a challenging situation. I’m not sure not sure I have a clear opinion. Okay, let’s go a little broader than around the social media platforms. And not just not just Facebook, but and and, uh, whether they share data, you know, you’re you’re very much an open data. Uh, company way sport. Open data will benefit from open data. So the social platforms that don’t make aggregated data available they holding his proprietary? Yeah, that’s you know, I think that’s in in many ways, that’s, ah, business model that is somewhat sort of foreign or separate from the work that we do our roles. We built technology. We work with government customers who are working with sensitive data healthcare organizations who have private information that they can’t share, and they need technology that allows them to work in a secure, more closed environment. Many of our customers want to be ableto leverage, open data that’s coming from other organizations or make their own data available to others. Martek, Nala ji supports that. The view that we take the approach we take his toe is to provide a platform that allows people to make their data available in the way that they want to and that makes sense for them. Um, we don’t take any right or ownership or license of data that people put in our platform or using our platform were simply providing technology that allows them to use their data in the way that they want to. OK, Salim, we have about another a minute left or so. So how would you liketo wrap this up? Encourage people? Yeah, I guess the I appreciate the opportunity to chat with you and your audience, and I just would say that you know, there’s a lot that changed with mapping and GS in the last you know, five years. It’s really easy to get started. It’s accessible to anyone. It doesn’t take a master’s degree or a phD to be able to get started using JS and spatial analysis. And there’s a lot of opportunity and value for non-profits to start doing simple things, like putting their date on a map, overlaying it with other kinds of information and getting a better understanding of where they’re working, who they’re working with, where the opportunities for them to have a bigger impact. So many questions could be answered that that they’re having difficulty with now. Yeah, all right. He’s Salim’s AWA manager at Isra. Don’t say it s Terry. It’s spelled S r I. It’s Ezri. Um All right, Selene, thank you very much. Thanks so much stunning. Real pleasure. Thank you for being with our coverage of nineteen. Ninety Si non-profit Technology Conference This interview brought to you by our partners at ActBlue free fund-raising tools Teo, help non-profits make an impact. Thanks for being with us next week. Mohr goodness from the non-profit Technology Conference. If you missed any part of today’s show, I beseech you find it on Tony martignetti dot com were sponsored by pursuing online tools for small and midsize non-profits. Data driven and technology enabled. Twenty dahna slash pursuing capital P Bye weinger CPS Guiding you beyond the numbers ready cps dot com and by text to give mobile donations. Made easy Text. NPR to four four four nine nine nine. Ah, creative producers. Claire Meyerhoff, Sam Leave Luis is the line producer. Thie shows Social Media is by Susan Chavez Mark Silverman is our Web guy, and this music is by Scots Diner, Brooklyn’s. That’s right, Scotty. You certainly are you with me next week for non-profit radio Big non-profit ideas for the other ninety five percent Go out and be great. You’re listening to the Talking Alternative Network. Wait, you’re listening to the Talking Alternative network? Are you stuck in a rut? Negative thoughts, feelings and conversations got you down. Hi, I’m nor in sometime potentially ater. Tune in every Tuesday at nine to ten p. M. Eastern time And listen for new ideas on my show yawned potential live life your way on talk radio dot N Y c 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 Thie Best designs for your life Start at home. I’m David here. Gartner interior designer and host of At Home Listen, Live Tuesday nights at eight p. M. 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Nonprofit Radio for November 2, 2018: Working Virtual & Map Your Data To Your Audiences

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Heather Martin & Alice Hendricks: Working Virtual
We talk through the issues encountered when managing remote staff: technological; generational; emotional; measurement; recruiting and retaining. Our panel is Heather Martin from Interfaith Family and Alice Hendricks with Jackson River. (Recorded at #18NTC, the Nonprofit Technology Conference.)

 

 

Courtney Clark & David Mascarina: Map Your Data To Your Audiences
Feed your folks the data they crave. Courtney Clark and David Mascarina have identified 5 audience types and their data needs. She’s with Forum One and he’s from the Conrad N. Hilton Foundation. (Also recorded at #18NTC.)

 

 

 

 

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Hello and welcome to tony martignetti non-profit radio big non-profit ideas for the other ninety five percent. I’m your aptly named host. Oh, i’m glad you’re with me. I’d be hit with strep. Oh, simba, leah if i had to read that you missed today’s show working virtual we talk through the issues encountered when managing remote staff technological, generational, emotional measurement, recruiting and retaining. Our panel is heather martin from inter faith family and alice hendricks with jackson river. I was recorded at eighteen ntcdinosaur non-profit technology conference and map your data to your audiences. Feed your folks the data they crave. Courtney clarke and david mask arena have identified five audience types and their data needs she’s with forum one and he’s fromthe conrad and hilton foundation that’s also recorded at eighteen. Auntie si, tony, take two who’s on first, we’re sponsored by pursuant full service fund-raising david driven and technology enabled tony dahna slash pursuant capital p well, you see, piela is guiding you beyond the numbers. Wagner, cps dot com bye! Tell us attorney credit card processing into your passive revenue stream. Tony dahna slash tony tell us and by text to give mobile donations made. Easy text npr to four, four, four, nine, nine, nine. Here’s working virtual welcome to tony martignetti non-profit radio coverage of eighteen ntc non-profit technology conference twenty eighteen we’re coming to you from the convention center in new orleans second interview of the second day of our coverage all our ntcdinosaur interviews are sponsored by network for good, easy to use dahna management and fund-raising software for non-profits my guests right now are heather martin, ceo of inter paid family, and alice hendricks, ceo of jackson river. Heather alice, welcome. Thank you. Welcome to non-profit radio. What have you wanted to be here? How’s? The conference going for you ladies? Great. Have you done? Yeah. Excellent. Okay, great. Next one. That goes good. Superlative. Have you done your session yet? We did. We were on yesterday morning. Okay. So, it’s all relaxing now? Right now, we’re just partying. Drinks last night. Exactly. Okay, all right. Your workshop topic is working virtual attracting and managing the best talent. I’m sure we have stats on how many organs non-profits have virtual employees. Or at least what the trends are. It’s it’s obviously growing. It’s really growing wouldn’t be here. And not only in the nonprofit world in the for-profit world as well, and especially in tech. Yeah, okay, absolutely it’s becoming it because of the technology that can enable easily to work from home, your chat technologies, videoconferencing, it’s become a thing and everyone is doing it now on exploring whether it works for their organizations a lot. Let me dive into the word, everyone not to quibble with you at all, but i was thinking generationally, are there fifty and sixty some things that are comfortable working, being virtual? Not well, maybe we’ll get to whether they’re comfortable having virtual employees. They will get to that. My voice is cracked like i’m fourteen get that, but how about being virtual employees themselves? Are they comfortable? I’m over fifty, so include myself in that? Are we comfortable doing that? Or, you know, i think it actually depends on the organization and it’s really dependent on the organization making the employees comfortable, and so i’m not sure i don’t know if you have any stats, but i don’t know from an age perspective, there’s a very good question about an older generation being comfortable having virtual employees under the managing them, however, as being the virtual employee, i think it’s all about how the organisation sets it up. Okay. Excellent. All right, so that there’s promised them for those fifteen. Sixty something? Absolutely. Okay. Okay, let’s, talk about it. Since since we’re skirting around it, how about comfort or discomfort with having employees being virtual when you’re over fifty? So i again, i i think that there might be an age discrepancy in the comfort, but i also think it’s just personality, and i’m finding that when i talked to a lot of people who are looking to work virtual and they’re asking me, what can i do to go to my manager, my supervisor and quote unquote, sell them on me working virtually my answer to them is find out what the resistance is. There is part of the resistance as we’ve always done it this way i need to see my employees to know that they’re working. And how do you get around that? Some of the key things that we talked about in our session are setting very clear goals and making sure that those goals are being met. But let’s, go to alice talk to flush out the gold. Gold setting a little. Yeah, i mean, i think that there’s not that much difference in terms of goal setting in terms of accountability for delivery, bols, that you’re supposed to be doing so used that the real issue is communication making sure you have a structure where there’s frequent communication and proof that you’re doing the delivery ble. So you’re measured not on a punch clock style of i get to work at nine. And i leave at five. And therefore i must have worked during that eight hour period you’re measured based on what is the work you were set out to do. And did you actually do that work in the time period? I said i would do it. So if you’re a project manager are working on a program area you work with your you work with your supervisor on here, the things that i’m going to get done at a particular time. And if that’s not done that’s ah, that that could be a concerned that’s a problem, but that’d be a problem in the non workplace too, but rather than time. It’s mostly based on work product. Okay, okay. So that should apply even if you don’t have any virtual, i think one of the things we found is that working virtually is this, or managing virtually is the same as managing in an office. But you just have to be much more intentional about what you’re doing. Much more intentional about your communication, understanding that you’re not gonna have that water cooler conversation, that someone’s not going over here. Something and understand where you are in a project and b ready to communicate with those people who are not physically in the office. But the management and the psychology of the management is very similar. Okay, it’s, very valuable, you know, and make explicit. Yeah. How about attracting people, teo a virtual or attracting the right talent so that we’re comfortable that they’re gonna work in this work environment? What do you, what you thought? Well, there’s. Two thoughts on that that i have one is what one is that your talent pool is the entire country or world, should you see fit? And there are wonderfully talented people in places that aren’t in the city or town in which your organization is located, and it gives you this ability to recruit from a wide place. And you can also hyre incredibly talented people from who have a wonderful life style. In a less cost of in my organization, we have people who live in a lower cost of living state than washington, d c where were based, and that allows me to provide a living wage and for my employees in that. But the other thing is just you, when you’re recruiting, you have to be very mindful of the interview process, and i think one of the things we talked about in our session was helping people figure out who these folks, how well they’ll respond to working virtually how do you do that in an interview? Yeah, who’s best with that, heather so so some of the things that that we recommend, some of the things that we recommend is number one, we use technology as a tool to enhance communication in a virtual environment. So sometimes you’re using video comp, renting just for a regular meeting, and you’re talking through instant messenger and there’s other ways you’re using technology. So in the interview process, i always recommend that people use the technology that you’re going to require those employees to be using during their job if they can’t do an interview on skype or zoom or appearance and it’s very uncomfortable, it’s not to say that that might not be a good employee for you, but you have to be aware that there might need to be some training or development on that tool for them and no going. Into that is important when you’re hiring that person, and if you see generally a discomfort with technology that’s a pretty big red flag, or or or a red flag that you might need to overcome or that person’s not right for the position, and then the other question is some positions just don’t lend themselves to working virtually, and you have to be aware of that when you’re hiring also what are from? Well, one of the easiest ones that we look at it if you’re an office manager and you’re managing the physical office days, it’s really difficult to be virtual when you need thio notice that there’s a crack in the ceiling where the vendor needs toe, you know, deliver something and be their way. We don’t have a tool for measuring the coffee level. Zack remotely happen. And now there’s an app for that you can probably it’s time for a break pursuing they’re e book is fast non-profit growth stealing from the start ups. They want you to see this because they’ve taken the secrets from the fastest growing startups and applied those to your non-profit it’s free as all the pursuant resource is, are you accustomed to that? Come on, it doesn’t even bear saying it’s on the listener landing page that’s at do you know where tony dahna slash pursuant capital p for please now back to working virtual or any others that stand out to you? I think it depends on the industry and what the job you’re doing. If you’re someone who does intake or you have to be there to welcome people into the office, you need someone physically there. There may be hybrids where sometimes people could work in the office and sometimes people could work from home. And i think thinking this through before you moved to a virtual environment or virtual job for that specific role is ki you can’t just say, ok, tomorrow we’re just gonna go virtual zoho alice, how do you how do you create this environment? Gonna be hospitable? Toe virtual? I mean it’s all about culture. You have to create a culture where everyone is communicating well with each other, where people know what the expectation is on response times of communication has got to start at the top. It has to start a willingness that you absolutely to accommodate virtual employees. Okay, so it starts there and how does that how does the ceo trickling down? You adhere to it. So rather than walking from my office into someone else’s office and telling them what i think they should know that maybe two other people who aren’t physically, they’re also need to know i will do that on a slack channel, for example. So i’ll use an instant messenger chat program, and i’ll put them all on the channel and talk to them all together at once, even though you were the mark, even if that’s the situation. Yeah, because it requires amount of discipline because you don’t want to leave people out. The interstitial conversation that happens at the water cooler can also be done virtually and that’s pretty important, too. Okay. All right. We’re going to get the tools you mentioned. Slack, slack channel. Is that that it’s? All okay, okay. A chat. It’s. Simple chance a chance. A chance for you. You’re over my head, but i’m trainable. Alt-right i could be a virtual employees trust way. Mind of some technology challenges there, but we could get there. I’ll be there immediately. Got the radio stuff? Yeah. I’m very good at that. I mean, i got knobs and everything in front of buttons and all. I don’t know what they do. Okay, what else? Uh, anything else about creating the environment, making inhospitable? I think some of the things that seem or some of the other things are making sure that your remote employees have the tools, whether it’s, the technology or even a monitor to go along with that laptop that you’ve given them because some some people who go into a new job, they’re given a laptop, they say work from home and it’s not as easy as just is your home office conducive and being able to help them think through what are the things that they need to set up in a virtual environment to make them successful and effective at what they’re doing. We talked about it a little bit about security and knowing what the security measures are. You can’t go into a coffee shop and work from your computer. Number one. Are you on the y fire you on the public wifi? Are you on a virtual private network? Are you using your hot spot? You’ve to go the bathroom and your computer’s sitting in starbucks do you leave it there and ask the person next youto watch your computer while you go to i mean, we set policies around these things, especially in organizations that have a lot of regulations on data and accessibility for their information. These are things you have to think about when you’re creating a virtual environment. Okay? It could be hip, baby what’s the credit card p c m p c i b c i okay, what do you do when you’re at starbucks alone? You’re on you’re on a vpn virtual private network? Yeah, you have to go the bathroom. You gotta close up. You use the diaper changing table in and you pull it down in the restroom and put your laptop on that. Take care of your business. Okay? It’s? Very. You know, i love the ditty gritty. This are listen, i mean, we’re all about real life here. Way need detail. You need clear policies around policies that people sign and everyone is very well aware of what the security policies, our protection use of technology. You said the company’s versus your pride, your personal technology home versus away from home. Okay, all right. Help me out here. Getting else what else belongs all this? What else belongs in our policy? Well, so there’s, we’re talking about there’s communication policies. How? I mean, one of the things that we found when we first started having more virtual employees. We started as an in office, evan was in the office, and as we grew into different communities, we had employees in different cities and states than our headquarters were located in and things like when i sent an email, i just need you to acknowledge that the email resent if you’re in the office and i send you an e mail and you haven’t responded, i could walk into your office and say, hey, you get my e mail even if you’re not ready to respond to it. I know you’ve gotten it, and by five o’clock that day, i’ll get an answer when someone’s virtual and you send an e mail, you have no idea if it got lost, did it go into their spam and you have to get some kind of communication with one quick got it. So we said a communication policy that says if i asked you something or requested something, you send an email back saying, i got it, and i’ll get back to you by wednesday period the end it’s all set, and so that that you need to be very much more aware of those types of things and other community way have communication policies that go along with that. Okay, alice, you want teo or policy statement? I mean, the security, i think, is the most important, you know, the email security, the hacking potentials. You know what happens also, when someone is let go, the lockout procedures, they have access to all of your systems, and they’re, you know, in north dakota somewhere to coffee shop, you have to shut down all of their access to things. So all of that needs to be planned at the level in the company. What are you going to do and how you handling staff with remote devices? Can we do this if we don’t have a dedicated staff person? And we don’t have a dedicated staff person? Yes, face-to-face so the family says the answer is yes, okay, because are you know, we’re small and midsize non-profits in this audience, listeners. So you you on board someone with technology when they leave, you do the same thing on lee with a virtual person, you don’t physically have them there, and so you have to do the same thing you would do if someone was in the office, but make sure you couldn’t do it while they’re not physically there. How did they get your computer back to you? Do they fedex it to you? Are you going to go pick it up somewhere if they’re not there? And so just those types of things need to be thought through, okay? No. Excellent. I love the policy statement details because this is stuff you have to think through, and then alice to your point, has to be activated, implemented on from the top absolutely can’t just have a policy and ignore it. You know, if if it’s the ceo hyre it’s a sea level person whose whose distant you know, they too have to say, i got your e mail and i’ll get back to you by wednesday, everybody has to play by the same rules. There shouldn’t be exceptions or any accommodations or anything else. Yeah. Okay, um, how about let’s talk about some of the needs that your remote staff has we’ve been talking about managing the office? What what special needs to the people? But we only see a couple of times a year that’s a great question, okay? I mean, i think they way it took that long, they need community, they need a partner, they need a buddy, they need to know that they’re not all alone. I’m so frequent meetings daily standup calls on dh heather’s organization native oppcoll standup called well, it’s a it’s, a phrase for a daily time when you just spend fifteen minutes sort of roll going around the company’s saying who’s doing what that day or our a team, if you’re working on a project together, you know everyone’s together on either a video chat or a conference call, or it could even be during us dahna slack channel or a skype group or a google hangout, or any type of technology that people can come together for a period of time. The more frequent that happens, the more connected they feel, and there is an issue of feeling lonely, it’s not that you’re just going off on your back room and typing all day long on your own, you need to be part of a community and part of a team. And the technology helps enable that. And heather’s organization there’s you do? What is it a buddy? So anyone who is new who comes on board there’s a couple things we do one is, no matter what level you’re at, you come to boston for a couple days, toe on board. You actually see physical people that’s probably essential. It’s, really? It was one of like he learnings when i started working virtually is to know that there’s a physical person and a physical space or just seeing meeting someone face-to-face gives you much more of a connection to them immediately. The other thing we do is when we hire people we kind of give them we give them a partner. So we hyre associate director her in l a and we put them with the associate director in atlanta. This is not a mentor. This is not a supervisor. This is someone you can ask the dumb questions too. Like, how do i get my expenses paid? Or i’m sure they told me this during orientation, but i don’t know what. To do about x, y and z and just having that person that you know you can go to is critical, especially when you’re by yourself in an office or in your home, and you’re trying to go up the learning curve of starting a new job. Okay? All right? What else? Uh, anything else to be a empathetic to our remote employees again, this is a typical management. I would say this you should be doing this any time is just everyone’s intent is good. Assume that is good and there’s a good intent all all the time. That could be that that that’s going to have implications for chatting any female? No, you can’t you’ll never hear the well, not never, but most of the communications you’re not going to hear the inflection in the person you don’t see the sometimes you don’t see the physical, you don’t see the physical, you don’t get the inflection, and so before you jump into anything or someone sent and i get this all the time and sends me an email and says i need blank, well, that could be taken in so many different ways. Are you demanding something from me did ice not get you something there’s so much in just those three words? And so my first thing is tio okay, they have good intentions. Let me follow-up you need blank by when? What is this for? Get mohr information, they’re not now. They could be like you haven’t done something, i need it now and could be screaming it could be screaming at you with the default is the default is not do that and what we do actually, as we have everyone’s created communications charter that says how they like to be interacted with. And so i understand if you are one of these people who sends very short emails, i also have the flipside where someone sends me seven paragraph emails to describe one thing. And so if i understand how you interact, i could read that email with that understanding, not teo immediately assume that you’re yelling at me in the e mails. Excellent. Okay, very valuable. Are anything else? Anything else to be supportive again? Empathetic to the remote employees if we covered it, recovered it? But i want to make sure we’re the only other thing i can think of is definitely getting together at least once a year with the whole team culture building wants that, yeah, it’s tough, it’s, tough in a non-profit environment where you’ve got a very tight budget, but we have prioritized and all in person meeting in boston, so we’ve got staff in california, in chicago, in atlanta and philadelphia. We make sure that we try in our budgeting process to bring everyone to boston for two days during the summer, not only for good brainstorming and thinking and strategy conversations, but also so they can connect with each other and have that community and build that in person conversation and feel comfortable with each other, and you feel like once a year is sufficient, you know, if i had the budget to do it more, i want a little longer, but all of that, yes. And so you have to take it for one of the that the tools that we talk about is the airplane. I mean, yes, it’s expensive, but it’s a really helpful tool to really get past some of the boundaries that are put up when you don’t actually physically meet in person. Alice, do you have a virtual employees also? Jackson river, thirty thirty. Thirty. Revoting entire organization is ritual. Oh, my god. Okay, where’s, the is there a physical office? There is a physical office with three people in washington d c yeah, but so we all behave as if were virtual. And there are many days that i don’t go into the office so in it. So you know, it saves a lot of money and transportation costs. It stays dry cleaning bills for everyone. It saves child care expenses. If you know it’s a very great way to have a lifestyle. Because yu yu have that flexibility, there’s also downsides to it. There are days that i wake up in the morning at six a, m and check email and all the sudden it’s too. And i haven’t eaten breakfast yet. And then i’m until six at night. So you know it’s a the same type of work-life integration needs to happen in a virtual environment as well as a physical office space. You know, you need to know how to take a break. You mentioned saving childcare expenses. So so the the remote employee it needs to be understood that the remote employee may not be immediately accessible right for a quick, you know, for for a last minute way gotta talk right now. So i think it’s about have something going on that is going to hold him up for ten or fifteen way try and make sure that people have adequate coverage to do their job during the day, the hours that they need to work. So we have a lot of employees that are at thirty hours a week because they want to spend more time with their families. Um, older children can be met at the bus stop and take care of themselves for a few hours in the afternoon, but the expectations of performance are still there. You know, we’re pretty high street standards of that, you know, we don’t want you to be distracted from your work. He managed the west coast versus east coast. Well, what is the west coast people have to do? The westfield people have to start at six a m local time. I think a lot of people do different policies on that. Our policy is that you work for the day that work the business day in the time zone in which you live. So it’s, sometimes hard if we’re dealing with europe and the west coast at at the same time because the time zones i don’t overlap is, well, every boy’s in europe, we don’t have employees in your body to have clients in europe. So it’s ah it’s a situation where we have to manage that, but there are organizations that have west coast people working east coast, ours you have that way don’t have explicit policy that you work those hours, but we ask people how early on the west coast, how early would you be willing to have a meeting? So we will not set meetings with some people? Some people are early morning people and they would rather work from seven to three rather than nine to five, and so we’ll work with your schedule individually and so we so there are some meetings i will have on the west coast is seven o’clock in the morning, but that’s due to that person willing to do that, we have a few minutes left still let’s talk about some of the tech tech tools back-up that was i gotta ask you about slack. But what? Black dot com how? Do we find it or what you do for us? Blackbaud comets, how you find it, you know, it’s it’s equivalent to skype or there’s google chat any type of chat software where everyone can log into and then there’s you can make groups in them. So the term for a group in slack is called a channel. And in our organization we have a channel for one of the channels is named lunch and if you’re going to be away for twenty minutes are going to lunch. We just take we just like everyone who’s in the company on that channel and say, hey, stepping away for a bit, i’ll be back in half an hour so we are all know it’s almost a cz though you would see me walk out the door, you know, and i instead of walking out the door i’m just telling that channel what’s happening there’s channels for each project also. So slack is a good one. Scott argast black is already a verb. Just like someone you’d like someone it’s a verbal. You skype someone you trust someone. Do you remember a well, instant messenger? That that was a one man was that you could use that well, i was. But okay, so slack for for chatting. A quick, quick chat about document sharing is simple google docks or something better. It’s a simple a school back and microsoft has a great year. We have this product microsoft’s one dr sharepoint microsoft suite has has a document sharing software. Ah, cloud based saving system skype is now skype for businesses and integrated with it. And so we’re using that in the office and then there’s there’s a ton of independent ones out there. And it’s, whether it’s, videoconferencing or it’s document sharing or it’s chatting there’s a ton out there. And i think it could be overwhelming. And for us it was evaluating what was best for our organisation and what our upper management was able. Teo use we talked about this before is modeling the behavior you want from your staff and so getting upper management on board was key. So one of our project management software we use a sauna, and we’ve tried three or four of them and our ceo like hassan, and so if she was going to use a sauna, we’re all going to use this on you and so i think that’s really important. It’s got to be easy to use and work for your organization. Calenda ring simple is good calendar ring, yet you have any other tools besides google calendar? We’re using outlooks calendar. Yeah, okay. Microsoft again. Yeah. All right. I think what other categories we need. Teo a video chat video is really important to scrape. A couple couldn’t do one on video with skype you khun duvette dio with google hangouts, but any time you can actually have an opportunity to see someone’s face and most of the calls we try to do as videos on dh, we find that that works really well. River again, the sense of community and if you can’t get together, that’s almost the next best thing and video has come a long way. The technology is more seamless than ever before, and so at least you’re seeing the person you might not get all of the nuance of the physical that that’s in the room. But you can see it in emotion or you can see a reaction to something which is super helpful or their cat walking of the cat we could get a lot of pets walking in front of the camera while people are on video that’s gonna be a lot of fun to talk about cats, but, you know, you have thirty virtual employees. You have fun doing it. I mean, oh, it’s awesome. Oh, it’s completely awesome is i love it. And well, you know, the best thing is that that people have really formed strong relationships with each other, they when you ask them what they like most about working here is they say each other, they say the people i’m here because i have connected relationships with other people on the team and to be able to create a culture where people feel connected to each other in a remote environment is is like, that’s the thing i’m most proud of, anything we’ve ever done, it doesn’t have to do their software product or what we’ve done to impact non-profits is the fact that we’ve had a culture of people that have had a wonderful time working and doing productive, impactful things. Jackson river always had a largest proportion of employees virtual from the beginning, when the beginnings and the culture to start about about it in the family way started as a two and a half person organization in the same way got to probably about eight to ten people in the office. And then our growth took us into different cities and communities. And that’s when we became virtual because of the growth, and so were probably half in the office in boston. And then half of our staff is outside and there’s one or two people in a city by themselves. We’re gonna leave it there. Excellent. Very much. Thank you. Alright. They are heather martin, ceo of interfaith family and alice hendricks, ceo of jackson river. This interview sponsored by network for good, easy to use dahna management and fund-raising software for non-profits. And this is tony martignetti non-profit radio coverage of eighteen ntc ladies. Thank you so much. Thank you. Thank you. Way. We need to take a break. Wagner, cps. Do you need help with your nine? Ninety or your brooks? Are your brooks or your books of those books? And brooks properly managed? Well, i could help you with the books. Eyes financial oversight in place so that your money isn’t going to fly out the door over the brook talkto wagner, partner, eat huge tomb. I’ve gotten to know him. I trust him. He’ll be honest about whether wagner is able to help you. You know where to go. Wagner, cps dot com now, tony steak too. I was at the lou costello statue in paterson, new jersey. Remember lou costello of abbott and costello and who’s on first. So what’s the connection, i hope, you know what’s on first is you’ve got to know that i mean who’s on first. Now who’s, what’s on second. I don’t know’s on third. I hope you know what i’m talking about. The connection is you gotta have some sense of history because this this comedy routine and the abbott and costello you they were from the forties, and if you want to be really successful, implant giving and you going to be actively talking to planned giving donors, you need to have some sense of history from the forties or fifties and vietnam. My video is that tony martignetti dot com now it’s time to map your data to your audience. Nces, welcome to tony martignetti non-profit radio coverage of eighteen ntcdinosaur the twenty eighteen non-profit technology conference day two we’re kicking off our date to coverage with courtney clarke and david mask arena all of our eighteen ntcdinosaur views are sponsored by network for good, easy to use donor-centric software for non-profits courtney clarke. Hello. Hello to you. Welcome. Let me give you a proper introduction. David, you could say hello. Hello, david. Mastering it from the convent and hilton foundation introduced himself. All right, david happens to be the digital communications manager at the conrad hilton foundation. And courtney clarke is managing director of user experience forum one. Welcome. Good morning. Thanks for having us kicking off. Thanks for kicking off with us. Hey, happy to be here. You’re workshop topic is data and audience connecting to create impact. Okay, let’s, start with you. David. What do you think? Non-profits aren’t getting quite right in this subject. Like, why do we need this workshop? To be honest with you, tell you, please beyond yeah, don’t wear really blunt with the arika there’s a lot of data collection that’s happening in the nonprofit sector, but people don’t really do anything with it. There’s like a statistics where it’s like a very, very small percentage of non-profits you do something with data? And, you know, for example, there’s so many data points that in any day, that non-profit collectibe we have overload, i mean, really was data over there’s like there’s, like this just beautiful dash was like, what do we do with this? You have to stay close to michael, okay? All right, so we’re overloaded. So courtney, what we’re trying to do and have you had your workshop yet? Yes, we had it yesterday, so you’re on the downside. Yeah, this is easy for you. So what you were doing and then? And what we’re going to do now is trying make sense of data that well don’t feel overloaded. Well, it’s, it’s mostly around communicating data and really being clear about who your audiences are when you’re doing that cause we have identified five different data, sort of consumers or data people who will consume your data, but they all need different amounts of information, different formats. So for example, like a data consumer, this is like an interested person in the public. Maybe they’re a news consumer. They don’t have a lot of domain knowledge always, and they don’t have a lot of data skills, so what, you’re giving them is going to be very different than, say, a policy maker or a date. A producer. Okay, someone who’s more in depth in the details of it already knows, has has a yeah, you’ve identified let’s. Take it from there. We’ve identified five different audiences. Is that right? That’s? Different, different types of audiences. Okay, what are what are the five? We should start there. Yeah. That’s okay, what? Five? I’ll start. Okay. The next one. So data consumer two and then three e before there’s a ping pong tournament here. But we’re not. We’re not going out today. Okay, fair enough. So first is i mentioned the data consumer. This is i hate it when people say general public, because here you’re not really targeting everyone in the whole world. So let’s be a little bit more specific news consumers, people who are already interested a little bit. Okay, okay. Like i said, not a lot of dough mean knowledge. Not a lot of data skill. What you’re calling this group the data consumer. So this is the person you’re like scrolling through your news feed you’re looking at your phone. Ahn, do you see an instagram? Post or something on facebook, or even in the press in the news. And what do you see? You see an infographic that’s, simple right language that’s easy to understand. The point is very clear. That’s for the data consumer. They don’t have a lot of power, but there are a lot of those people. Okay? Hey, name another one. The next one is the data actor. So this is who everybody is targeting. This is decision makers, policymakers on dh. These folks may have some domi. Knowledge may have a lot of durney domain knowledge, but they don’t have time. So even if they do have dana skills, the ability to analyze and understand massive amounts of data didn’t have time to do that. They have analysts who are helping them do that sort of thing. But very important people. They have the staff, they have the cloud. They have our policymakers decision. Is that right? Yeah. Okay. Okay, david, just give us our remaining three. So, of course, to consume someone has to share it. So you got a date? A promoter. So these were the bloggers he got you get the journalist. The advocacy for folks. This software developers, the entrepreneur. So these people are the ones who are, like projecting that data out there so that the consumer and the actor be able to see that. And then you have the analyst, which is very, very important a lot. You missed this one too. It’s, like now i have all these data is beautifully being shared out being read, who in a way is a domain expert, this staffer that’s going to be able to analyze and help advice, what to do with the data. And then finally, the researcher you got, you know, these air, the phd folks, these are you know, i was talking about like jin ho was their learning officer, that comet and hilton foundation she’s a researcher, and we recently did a site visit nairobi, kenya, for one of our grantees, shopko shining hope for community and they have rich, rich data they’re collecting around there, committing kibera and compare, by the way, is the largest of informal settlement in africa and think about, like, a size of, you know, central park in a compressor that seven thousand people and there’s so much data that they’re collecting about the community and helping them with their health care and, you know, with an education and such and community services in the way when she’s taught dana, she was just, like, drooling all over it. But she’s, like, i want to do something that and she’s such an academic she just wants to, like, basically designed something around it. So these air, like the data modelers is with the academics of phd folks that will help let’s take the data to a new level. Alright, much so our audience is small and midsize. Yeah, non-profit twelve thousand. So we’re talking a lot of people there in small, small and midsize shop. Yeah, they need to identify which of these audiences they’re talking to some some may never be talking to to the researcher, right? Or the or the data actor. They might not be doing lobbying, so they may not be. So you have to identify which audiences you’re talking to, right? You guys hear me? Okay. And your headsets? Yeah. Yeah. Okay, good. I don’t hear myself too well, but as long as you hear me, ok, you have to identify who you’re talking to you and then okay, so so i guess we’re going to get through now there are different data needs different ways of conversing about data with data to each of these different audience that’s right? You don’t have that, right? Yes, we’re mapping needs and method to the five different audiences and the knowledge that they have tio and the time, right? So i mentioned the policymaker. They may have some expertise. They don’t have time right on time, don’t time like the researcher. Whereas the researchers, like, get out of my way. Just give me the spreadsheet, all query my own database, okay? And then also in the spirit of being totally honest, so they have to be honest with yourself who you’re going to deliver the data to, like. If it’s your board, it’s your board and it’s. Okay, you know, and some people are like, oh, this is only for one very specific orders and that’s. Good, you know, because they’re being very, very honest with yourself. Okay, very good. So let’s, start with the ones that are most likely for a small and midsize not to be talking. So certainly data consumer. Yeah. That’s your nose. Your nose could be your donors. I know you’re not calling your donor’s, maybe even just board members. Okay? Data actor. Maybe it could be any decision maker that could be your board as well. It could be. It could be your boss. It could be somebody who is influencing budgets influencing programming. This is the person who has the power to make a change. So it’s therein you figure out which ones were going teo so they’re they’re in data promoter. That could be a journalist. Yes. Right. So that’s potential. The analyst remind me. What’s what’s the likelihood of a small mid size shot talking to the analyst sometimes yeah, for smaller medium non-profit portable. Forget it. Yeah, yeah. Bonem altum but scale that xero scales up now we’re not going right. We’re not going treatable, but let’s, just talk about it, okay? I think what i think what’s different, though, for smaller midsize non-profits is that the people listening may be the ones doing the analysis themselves. They may not have a supper analyst. Okay. Yeah, and many came from currently hilton foundations. They get smaller foundation. And a lot of us were multiple hats. So someone might be liberta both, but yet, yet they still move every important. Okay? They’re all in. Okay? Yeah. All right. So what do we do for the data consumer? How do we have a retailer to that audience? Yeah. They’re a couple of key things. That’s. What we need. Yeah. So one is use plain language when you’re communicating to them, they may not know who you are, what you do, why it matters. Plain language is really key. Sometimes people get a little too marketing me. Sometimes they get a little too research. E you need to be able to say what you want to say in a really simple visual with some simple language like you’re talking to your friends. Yeah, we were at a dinner party. You’ve got ten seconds to explain what this is and what matter-ness schooling for. Graphic. That will do it for you or something like that, right? Or even just like a data point point. Okay, we got to take a break. Tell us, for pete’s sake, think of the companies you can refer and start asking them that’s the first step. Well, actually, the first step is watching the video. Then you start referring the companies and talking. To them, you’ve heard the testimonials from the charity’s. You’ve heard the testimony from the companies. It’s. Time to get that long stream of passive revenue for yourself. Start with the video. That is the first step video. Is that tony dot, m a slash tony tello’s. Now back to courtney clarke and david mask arena from eighteen. Ntc what’s. The summary. Yeah, and a couple of that with something you mentioned visually could be motion. Could be a visual visualization of data. It could be a story. It could be a video that couples with the data because just it’s. Just a lot more impact for when you, when you when you pair it, but okay, let’s, start to make sense. Your data consumer is gonna be a lot more interesting story then your analyst or your research eggs? Absolutely. And during our session yesterday, there are people in the audience who talked. We talked a lot about how we paired data with stories because the narrative makes it so much more riel, it elevates the people that are actually being affected by this data. So there were some great stories about that. Okay, okay. Back-up let’s, go to the well, anything else about the consumer? I mean, this is this is this is probably our largest constituency. Yeah, so i think the other thing is to be clear about what action you want them to take because your data should support that action don’t just and and actually that came up from an audience member yesterday who said people weren’t being moved by the data and so that’s why they started pairing it with stories and once somebody gets hooked and they feel those heartstrings being cold or they feel that passion rise that’s when you gotta capitalize and be really clear what the action is, whether it’s donating, volunteering on asking for more information yeah, signing up for the male daughter, give us your new gives your email yeah, and think about the safety step back a little bit this like you have to identify goal, like whether you’re trying to accomplish with this data set and it would help you help you with to decide like what to share in how to share that welfare that’s always important place to start gold. What was the purpose of this, exactly what we’re trying to move people and then we try to move people to do and then be clear about exactly called. Okay? That’s, right? And the goal is the hardest part. Frankly, knowing the goal is the hardest part. It’s on so simple, but it’s like that ask why five times you got to get to the real root of why you’re doing this. All right? We’re talking about our actor actor. Okay, refresh my recollection, who’s, this decision makers, policymakers, people who are going to make the change that you want, sir. Yeah. Okay. Okay. How do we talk to these people that data. So the format is briefings sometimes it’s in the form of a press release. They need, like, think about a policy maker who has a staff and maybe they have to vote on a bill or make a decision. The staff member is the one who’s calling non-profits calling agencies and saying what’s happening in my district around this topic. So being able to slice your data by topic and location is really valuable to these folks and getting this summary out and again the action. What? Why does this matter and their actions going to be different than the consumer? Usually you’re looking for a decision, a vote, something exactly what you want to say more about the actual, i think something that’s adjustable something that if you could package it for them, like staying here, the key takeaways from this a swell, you know, think of this, like, you know, you know, working the communications team. And, you know, we provide press kits for people. And if you could provided that, you know, so so they could easily digest and help, um, guide them through the decision making process, i think will be the key. Okay. Yeah. Okay. And i guess also keeping in mind you you may not be talking to the principal. Yeah, right, right. It could be a staff staff, something. Usually it is so it’s. Gotta be it’s. Gotta be so your your urine for always going through someone to the decision maker way don’t love that. Right? Twice removed, twice removed from your there once removed from your data. Yeah, it happens. I mean, that’s what? Any communication, though. Anytime you’re putting something out, somebody could take it. Andi at their own commentary around it. That’s what? The data promoter that’s a that’s a benefit in a risk, right? Because they could date a promoter could be multiplying. Your audience is your audience, but they could be putting their own message. They could be manipulating the data in a way that may not be true to it. But, you know, were you everybody has had, you know, that journalist didn’t get the quote quite right? Yeah, you are taking over simplification exactly. If the press often has to do to make something interesting to readers, you know, put in a headline. Yeah, yeah, and the promoter should also think about, like, segmenting looking if they could do, like, a more targeted in a way, like, if they know specifically that they’re going to try to communicate. Teo, i think they’ll be the key as well. And you get to know your trusted data promoters, right? You know, the journalists or the bloggers are the advocates who you trust, who you align with the messaging around. So identifying those folks or maybe you don’t know them and you do a little research and you find out who you are, where, wes, you need to know within your sector who the influencers are. Absolutely yeah, i get a little bit of research. Goes a long way. Yeah. Back-up how do you feel about the standard press release? Since we’re talking about the audience of promoters, we’ll be sending it to either of you have, ah, opinion on press releases. Are they outdated there? Some school of thought that press release is dead. But it’s it’s still being used is using it. You’re still using journalists say they ignore them. Yeah, andi, and honestly goes back to relationship building, you know, like in communications, that our primary key is build relationships with with journalists. So when our press release passes through their deaths, they’d be able to, like sick. Oh, let me take a look at this and then dig deeper into the story for us. Just a little more let’s. Talk about building a relationship with a journalist before you want them. Tio, take some action for you to write about you in to quote you on that day’s breaking news. Yeah. How do we build that relationship when we don’t have a need? But, you know, we want to be in front of the person. Yeah. I mean, honestly, like i just it’s a good old fashioned relation building, you know, you have called them, reach out them email and called, you know, like you have no agenda, but i mean, this marketplace exactly you often cover way. Have coffee, exactly. What a concept. I mean, like, i’m also part of communications network conference, just another communications based non-profit unconference and a lot of journalists attend that and it’s a great opportunity, this plate, this form and ten is a another great form to meet people like i would add to that you need to be you need to understand that audience and you need to be curious about they have their own set of requirements that they’re trying to meet. They’ve got an editorial calendar there. Boss has told them what topics to focus on. They’re looking for. They need they need to youto help them connect the dots. So maybe don’t start with the ask, understand what they’ve been working on for the last month. What stories? What topics? And then being able to which, which, by the way, does not mean ask them what have you been writing me out? It means doing your research before you do the outreach, so that you know, so that, you know, you’ve shown that, you know, you show that you’ve taken the time to know what their beat is exactly not just asking you what do you write about lately? Well, it’s in the paper buy-in there dubai it’s on it’s, on the site, in the research, and then and then what are you working on next or what’s? The story you’ve been dying to write that you haven’t had the chance to there’s always a good answer for that and there’s a great conversation starter, especially like imagine putting yourself in their shoes, you know, like someone just roundly wants to have coffee with you, but you have no idea who they are didn’t even do any sort of research like and, you know, you have very, very busy schedule, and you have multiple crowdster headlines like we just need to remember they’re people tio don’t waste their time any more than you would waste. Teo spend the time with a potential donor. Exactly ask them what you’re worth. You’re not gonna ask them things that you want to know already write, write, write what is it about our work that he loves? Well. I’ve been giving to you for fifteen years, i think it’s, probably in my e-giving history, you know, don’t waste people’s time exactly, but but it is important to build relationships with exactly these influences. Okay, i would add to that there channels are largely on social media. If you talk to any journalists, they spend all their time on twitter. So if your twitter gene is not great it’s time it’s time. Learn what hashtags there using. Follow those channels, see who they’re following. See what they’re talking about. A great way to do research on also how to start to engage early on, even if it’s just observing. Okay. Okay. Very good. Okay, so i want you. I want to spend more time on that. I want to check my mike. Want to make sure that everything is good here. Okay, a little insecure about the way i sound. I don’t know. I sound you don’t sound good to me, it’s. Not okay to you, though, right? It’s? A little soft. Like i can hear myself. Really? I could hear myself, teo. You don’t hear me. According to richard it’s. Not as clear. Yeah, in-kind okay. And give. Myself a lot more volume. All right, now, my too loud. Ok, it’s. Good. Allright. Thank you. Time for our last break. Hoexter give quote, i compared a bunch of companies in my search for it hoexter donate company and text to give is the best hands down. They have b been beyond helpful. I can’t imagine anyone doing this better exclamation mark end quote that’s lauren bouchard from global commission partners in clermont, florida. Satisfied? She is with text to give you will be, too for info text npr to four, four, four, nine nine, nine. We’ve got several more minutes, and here they are for map your data to your audiences. Let’s, continue the analysts. Right. Data analyst. Refresh our recollection. David who is this? So this is the data expert this’s. The staffer that’s or consultant? That would help be a read data. Okay, and analyze it for you, like they be in a foundation. Now. I like the way i sound better. Okay? Like they’d be a foundation program, officer. It could be. Is that an example or no, i’m not necessarily. I mean, it could be a learning officer for the foundation meeting the one. Who’s like analyzing all the learning and data sets. Ok, he could be a data manager, you know, within an organization. Where would you? Where would you put a program, officer out of foundation? Someone who’s evaluating your grant proposal. Where? Where would they fit in these audience? Most like, i mean, it’s a little bit of both between the consumer and the actor, to be honest with you, because they’re both a decision maker. So they’re going to read the data and they’re also going to get this just like, okay, this is how my program is going and here’s how i’m going to act upon it. And here’s how i’m gonna adjust my strategy with it. Okay? Yeah. All right. So, let’s, go back to the analyst. How do we, uh, david? You keep going. What do we do with this? How do we talk to the analyst with our data? Go. No. Gosh, just give it all to them. Honestly, rod, they love him. They loved it. They love spreadsheets there. Said if they see a string of numbers, imagine like matrix type of thing. They’re like oh, my gosh, this is habit. Okay, okay. Yeah. It’s that simple? Well, they have, i would add that they usually have the domain a knowledge. Do you think of a policy maker? They haven’t education expert on staff or they may have an expert in international relations it’s that person who knows the domain quite well and feels comfortable digging through the data and furthermore to add to that, too is like if he providing which your goals and what your strategy is for and what they’re trying to provide the otherwise they’d be able to help you got guide you through the breeding process say more about that? Yeah, what shit a little bit, so think of him like, you know, like, if i’m like, if i am se the heather communications in the foundation and i’m like, i’m gonna talk to a data analyst we’re trying to accomplish x can you help me read through this day that what types of data sets can leave first collect and what’s up days says comey can provide so they’ll be able to accomplish that goal, then they were able to narrow down because otherwise they could they could. You stand in any sort of ways, but if you provide some sort of direction or gold. They’re able to, like filter things a little bit better for you. Okay, yeah, very good. Really good. And our last left audiences the researcher buy-in courtney yeah, the researchers are get out of my way and give me this red sheet they the like they may scan through your infographic, your visualization, your query tool. But really, they’re going to build their own query tool. They’re goingto grab that they’re the ones who are in sequel making pivot table like they’re doing all of it. Okay, we have jargon jail on twenty sequel i think people will know, but i’m going to pivot table. Alright, excel itself. Okay, sorry, i’m taking a data analytics class so i’m learning this stuff, so i’m excited to be able to talk about it just dropping, dropping top, but, yeah, i imagine you’ve got an excel table that is so large that you can’t open it x l can’t open it. That is what these researchers are are working in and they’re very comfortable working in and they’re the ones who may even be collecting data as well as analyze sing it for themselves, so think of it like a like a layer deeper than unless they got analysts who may rely also some visualizations. And of course, like a deep amount of pressure. But these guys are like they’re just like neck or forehead, deep of like numbers and data, and they want to do everything themselves. Yeah, yeah. So one one important thing here we have worked on a number of data projects and for non-profits or foundations any group who wants to attract many of these audiences, the keeping with researchers is you have, like, the get data page or sometimes we’ll put it in the footer and it’s, like, just download the excel spreadsheet because i keep saying it, but you got to get out of their way. Just give them what they want, okay? Okay. We have, like, another minute and a half or so do you have tools? And, uh, in your description, you mentioned choosing the right data tools. Any tools we can introduce briefly that you like, i mean, to be honest and this is like, tio, you get off being out of keeping it will be really hash tag riel here, please place if you’re old website have google and alex installed. I mean, you’d be surprised how many webs are out there and smashing non-profits believe that twenty nine, twenty nine percent of them are using do or not. Okay, okay did not have google and licks and police bare minimum do that and they said, like have i think the fun? Nothing is like have goals, you know, before it was like before you venture into the day the world? Yeah, there is there’s a great study that every action did called the state of non-profit data. And you can it’s from twenty sixteen. But it’s a great read a page i recommended. Okay, we’re gonna leave it with we’ll leave it there without recommendation. All right, all right. They’re courtney clarke, managing director of user experience at forum one. And david mask arena digital communications manager at the conrad hilton foundation. Courtney and david. Thank you so much. Thank you so much. Pleasure. This interview along with all of our eighteen ntcdinosaur views sponsored by network for good, easy to use dahna management and fund-raising software for non-profits. Thank you for being with non-profit radios coverage of eighteen ntc next week the buy-in bitches getting buy-in from your leadership. If you missed any part of today’s show, i beseech you, find it on tony martignetti dot com, responsive by pursuing toe online tools for small and midsize non-profits data driven and technology enabled. Tony dahna slash pursuant capital p well, you see, piela is guiding you beyond the numbers. Bradunas cps dot com by tello’s, credit card payment processing, your passive revenue stream. 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