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Nonprofit Radio for February 13, 2015: Design Strategy & Digital Strategy

Big Nonprofit Ideas for the Other 95%

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Matthew ScharpnickDesign Strategy

Matthew Scharpnick has thoughts on what good design is, why it’s important and how to achieve it. What is design strategy and why the heck is Charity Water talked about so much? Matthew is co-founder and chief strategy officer of Elefint Designs.

 

 

 

Amy Sample WardDigital Strategy

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Highlights of the 2015 Digital Integration & Outlook Report, released this week. We’ll look at trends in staffing, strategy, engagement and more. Amy Sample Ward is our social media contributor and CEO of NTEN, the Nonprofit Technology Network.

 

 

 


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Hello and welcome to tony martignetti non-profit radio big non-profit ideas for the other ninety five percent i’m your aptly named host it’s the valentine’s edition happy valentine’s day! I’m going to shout out np valentine’s throughout the show and here is the first one roses are red, sunshine is warm, mayor love go on forever like a nine, ninety form look, i love that one that’s jesse anna, born eamon in suwannee, tennessee and she’s at rhymes with messy on twitter at rhymes with messy love it we have a listener of the week oh my goodness! They are incredible fans of non-profit radio why? W c of monterey county, california eliminating racism, empowering women they love the show today they just tweeted, how do we love non-profit radio and tony m let us count the ways and they’re all listening today. Each of them is listening today. Sam, should i do it? I got the list. Who? Who cares what sam says? It’s, my show. I’ll do whatever the hell i want. Shut up, sam. What do you see? A monterey county, of course. The administration staff germaine patricia chelsea. Hello, chelsea. Fabiola! Danielle! Leon! Ella! Danielle! No! One was daniel danielle rosa, cheryl hello, cheryl mccormick, molly sikora. Emanuel got to get the clinical supervisors rosa and lose have tohave the pre licensed therapists in there brenda leigh, anne marie, tsa, enrique, carmen, ana, christina marie, tsa, maria elizabeth and mary ann. And, of course, where would wide wch monterey be without the domestic violence advocates? They’d be nowhere. Diana, angie, maria, ludmila, lucinda, rachel and of course, can’t forget marissa robe lace the y w c a of monterey county, our listener of the week congratulations! Thank you so so much for loving non-profit radio i’m glad you’re all with me. I’d suffer the embarrassment of triskaidekaphobia if i came to learn that you missed today’s show it’s d s day that’s not domination and submission it’s designed strategy and digital strategy design strategy. Matthew scharpnick has thoughts on what good design is, why it’s important and how to achieve it? What is designed strategy and why is charity water talked about so much? Matthew is co founder and chief strategy officer of elephant designs digital strategy highlights of the twenty fifteen digital integration and outlook report released just yesterday it’s cutting edge we’re gonna look at trends in staffing, strategy, engagement and more, amy sample ward is our social media contributor and ceo of inten, the non-profit technology network between the guests on tony’s take to have mohr and p valentine’s and my latest standup comedy gig responsive by generosity siri’s they host multi charity five k runs and walks very glad that master scharpnick matthew scharpnick can be with me today. He’s, a design strategist and researcher, as well as user experience and information designer he’s, co founder and chief strategy officer of elephant designs. He runs the design blawg redesigning good for the chronicle of philanthropy, and he has written for stanford social innovation review dot net magazine and others on twitter he’s at mat sharp a ch aarp and his company is at elefant designs dot com that’s e l e f i n t matthew scharpnick welcome to the show. Hey, tony, thanks for having me. My pleasure. I’m glad you’re with us. Why is designed? Oh, thank you. Why is designed so important, matthew, i think this side is important for a lot of reasons. I think it might be important to think about what design is when we answer. That question, you know, a lot of people when they think of design think of visual design, and that is certainly a critical, important part of a lot of things, and we can talk about that. But design, in a broader sense, could be thought of as just the intentional act of creating things and really understanding how everyone’s going to consume that product or service, and putting a lot of intentionality and effort and energy into crafting that experience for people. So i think with that broader definition, it’s really the ability to create things that are going to work really well for different audience. And so what we do specifically at elephant is look at how design can play out across a number of different things that non-profit organizations and ngos and other good causes they’re trying to do so there’s things like service design, which can be actually crafting the processes and services that people use, whether it could be a branding, which is something that i think a lot of organizations and the social sector are now really paying a lot more attention to basic information design obviously went designed so it’s a broad category and you specifically say, you know, doing this with intentionality and effort, so we’re talking about more than a new logo or a new tagline or new colors on the website? Yeah, that’s, right? I think you know, those are all the deliverables. Yeah, those are small pieces, right? Exactly. And so it’s not uncommon that people come to our design studio and they’re thinking directly about the deliverables. So maybe they wanted info graphic or maybe they want a logo, and what we always encouraged people to do is to take a step back and that’s what we call ourselves the strategic design studio because our approach to things it’s really to say okay, well, let’s, look at, you know, what is the goal of this? Why do we want an intro graphic? Maybe an infographic isn’t actually the best way for us to achieve the goal that we’re trying to achieve, or even if it is let’s really think critically about who these audiences are, what we need to create them. And how would you describe this is this is very ethereal stuff, and this is, you know, it’s, a highly skilled profession, i know, but you know you’re you’re best shot. How would you describe good design? Um, i think good design is designed that is effective designed that really delights people that helps people understand what the goals are behind that designed without having to pay a lot of effort into it. So where i see designed being this amazing compliment strategy is probably a lot of listeners, if they’ve been involved in any kind of consulting project, would have seen the deliver bowl at the end of that as some kind of long report. I know when i was a director of marketing for non-profit we often have fund-raising consultant, consultant, different people that would come in, and they would deliver something like that, and it was really great information. These were experts that really knew what they were talking about, but i think the unfortunate side that i saw was that very few people would ever access this information. They might deliver a report that the ceo and i were the only ones who saw it, and it would be something that i would maybe review a couple of times a year, and what i realized was that when you took the strategic insights and you bake them into a design, then people just get it? So i think, really effective design and you’re right, it it isn’t a serial question we could we could probably spend a lot of time just exploring that one question, but i think on a high level, if you just get what an organization is about, what it’s trying to do, what values are without really having to think about it too much, then they’ve probably done a good job of crafting their brand and creating really quality design, and you should be able to get that from just your your first moments. Looking at their sight? Yeah, i mean, i think you know again website is a very common touchpoint most people you know, when you hear about an organization of any kind, the station very likely to hop onto their website, and so that’s obviously one of the most important pieces tow any organizations brand but a brand extends obviously much more than just its website and there’s other visual deliverables know there’s collateral materials there’s alone, though there’s all these other things that people touch, but a brand is really this summation of feelings that people have about an organization. So it’s your website talks about how you’re a very caring organization and that when people go to interact with your staff, they find them to be a little bit of luke or they don’t give them very good service. Then you’re telling two contradictory stories and eventually that starts to fall apart. So i think one of the things where, you know, someone might just be going into it thinking, oh, brand, we need to design our logo on our website, but when you start to expand these questions of what your values are and looking at all the different places where people interact with your organization, it really opens up the opportunity for organizations to think about this in a broader way, and you obviously want to build a brand that’s very authentic to who you are is an organization because if you’re trying to make claims that don’t really resonate with the experience that people having out world and eventually it’s gonna fall apart on you know who you are and what your work is, what your mission is, we’re going, we’re going to go out for a break a couple seconds, we come back, of course, matthew scharpnick and i’m going to keep talking about this, including, bring in your mission and how do boardmember sze sometimes get in the way of good design? Stay with us, you’re tuned to non-profit radio. Tony martignetti also hosts a podcast for the chronicle of philanthropy. Fund-raising fundamentals is a quick ten minute burst of fund-raising insights, published once a month. Tony’s guests are expert in crowdfunding, mobile giving event fund-raising direct mail and donor cultivation. Really, all the fund-raising issues that make you wonder, am i doing this right? Is there a better way there is? Find the fund-raising fundamentals archive it. Tony martignetti dot com that’s marketmesuite n e t t i remember there’s, a g before the end, thousands of listeners have subscribed on itunes. You can also learn maura, the chronicle website, philanthropy dot com fund-raising fundamentals the better way. Welcome back to big non-profit ideas for the other ninety five percent. We’re watching the hashtag non-profit radio of course in the studio give local america hope you joined in said you were going to be joining us. I hope you’re with us. Oh my gosh, live listener love falls church, virginia salinas, california or we know who that is. That’s the y w c a of monterey county. Glad you’re with us. Congratulations again, locust grove, virginia i’m a nominee. Wisconsin, bellevue, washington love it up in the pacific northwest and all the way down here to hicksville, new york on long island. Lots more live listener loved to come. Lots more here’s, another mp valentine that i love. My database was pierced by cupid’s love dark you caught my eye when you wealth screened my heart heimans that’s fabulous that is ah, we did it there at we did it. And why? See on twitter love that we’ll screen to my heart matthew let’s let’s talk about mission and and design is that is that’s the place to start o r now? Yeah, sure. Okay. Thanks. Yes, s so how do we how do we how do we? Convey our mission through good design in this i think this is what we’re talking about strategic design strategy and strategic design. Yeah, for sure. Um, i think there’s a few components to you, no one is obviously met judy, so a lot of the work we’re doing with people is crafting a really clear and concise message elearning before, for example, designing somebody’s website will almost always be involved in writing the copy on the home page and a few of the other key pages and there’s, just ways that design plays into your messaging. So if you’re showing something visually, perhaps with a picture or even just feelings and values that you’re trying to communicate, then that doesn’t always have to be communicated through text as well. Your copy so a classic example that i probably used way too much, but i think they do an amazing job of it that everyone’s familiar with his apple. You know you don’t have on apple’s website, and they have to tell you again and again about you know, how they care about design and how they build really quality products that delight people. They will mention things like that for. Sure in there, copy, but it’s also just built into everything that they do and all you know you’ll see billboard ads that apple does and it’s just a picture of the newest vote. There’s actually absolutely no messaging it’s pretty remarkable that you’ve been able to build a brand where all you have to do is show a picture of your product at a certain angle, and we’ve all seen how successful they’ve been by really integrating design and i think and a lot of ways, steve jobs was ahead of his time and now, and he unfortunately doesn’t even get to see this there now by far the largest company by market capitalization, and i think you’re starting to see more and more companies who are getting this the private sector and indefinitely this is moving over into the social sector where really crafting powerful variances for your customers is important more than anything else. And there’s actually a big pushed back by a lot of larger companies now towards focusing on shareholder value and there’s a lot of people out there marc benioff just wrote a piece on it he’s obviously doing a lot of work with his foundation of how we really need to focus on the individual, and so i think we can sometimes fall into the same trap two in the social sector, i’m getting a little bit off track here, but of course, your mission at the end of the day is teo reach out to the clients that you’re trying to serve and to create a better world but there’s a lot of pressures, you’re also running an organisation that requires donors to fund that organization, have the resources you need to do your job, so a lot of attention gets put on that. And so i think one of the things that we stumbled into and elephant was multiple audiences coming from two very different directions and having to understand your mission that way, you typically see in an organization that it has a board of directors which usually in most cases, lives a little bit a little bit different lifestyle comes from a different place than the clients that you’re trying to serve. Both of those might be different from the staff so it’s just understanding that your organization is really serving multiple types of people and making sure that you’re accomplishing not and communicating that all the time, something that i think design is a great reminder of and the process of designing great exploration you led us into that exactly led us into that process a little bit. This is so really it’s fascinating to me. You’re you’re starting with an organization’s mission and that may be, you know, expressed in seventy five hundred words, and then what’s the what’s, the creative process too translate that into identity on on websites, facebook pages, collateral materials and all that stuff you mentioned help us help us see into that your mind that that process? Yeah, sure, i think for us, it’s really depends on the project and the resources were dedicating to it. If we’re doing something that’s small for us, maybe one of the simplest projects will work on it like a static prince, one page piece or even an infographic or something like that. And on every project, even on those kind of simpler, smaller projects will do something with a strategy and branding document that’s our peace that we send out to our clients have him fill out and it asked questions like, why does your organization exists what was missing from the world, the new guy’s felt this organization had to be created woman that need that you were trying to fill its rhythm, and then we go into things like who you’re different audiences, and we have people rank them, and we have people talk about what are the specific things you want to do with each of those audiences? So it’s really an exploration of where they’re trying to go with all of those things? And once we get that information back from them, then we start thinking about okay, what are the messages that are going to resonate with these people, what’s going on in their life that matters to them? And how is this organization an important part of their life? And then that that sort of in between today that leaves us with things like interaction design, so on print piece that might be sketching things out, she kind of see where pieces go before you worry too much about the polish of visual design, but if you’re looking at things like a website, obviously user experience design is its own field and latto complexities to it, but understanding how. People move through side understanding the hierarchy of information what’s most important, trying to create experiences that are going to leave different types of people, that information, you know, some people are gonna want to watch a video that’s going to be the first thing they go toe on site. Other people will never watch a video just because they don’t like interacting with websites in that way. So we kind of look at all that stuff, and then it eventually moved into visual design, and when we’re looking at larger project, maybe it’s renaming an organization or maybe an organisation is trying to be the leader in their space about changing the way an entire population thinks about a particular issue, then we’ll often go out and well meet with many, many constituents of that organization, so we might spend a day or multiple days meeting with staff with clients, with partner organizations with a wide variety of people and understanding what their current perception of the organization is, what the ideal organization would look like to them and it’s very interesting, because you often find that there’s contradictions, or you find that there’s a lot of overlap that everybody’s seeing. And you kind of learn where you need to put your energy after that. As you do, these redesign projects, buy-in boardmember sze can sometimes be an obstacle. And you have an article in the chronicle of philanthropy from just last month. On this subject, you, uh, you’re concerned that redesign projects get cem. Participation from people aren’t really qualified. Tio teo comment to the degree they do. Yeah, this is something that we’ve seen, and i hope that, you know, the board members out there don’t don’t feel unappreciated and feel like they’re getting picked on for this and it’s certainly not that way and there’s a lot of great board members who are contributing so much to organizations, but for some reason, what we’ve seen a number of times is that i think because design doesn’t always feel as technical, and i think this is changing as people see how sophisticated design is becoming and hope coming so much, you know, more widespread, i think people views on this air changing, but i think, you know, people have designed opinions that they make every day they have, they’re different some people want this color shoe or that colored clothing or this color car, or they liked the design of this house or not this house. And so as people who have subjective opinions, i think sometimes we feel that, you know, yeah, i i weigh on on on on this logo just like i would weigh in on which car i want to buy, and maybe they don’t always realize that there’s a lot of thought. That goes into that, and so some of the things i was touching on in that article was that we’ve seen processes get derailed at the end, where we’ve put a lot of time and energy working with an organization, they’ve had a team from the beginning, we’ve really gone through this process that we just described of understanding the goals and the audiences, and then toward the end of that time, someone might jump in and just thrown opinion out there that they don’t like a particular color or style without really understanding where we’re trying to go. And, you know, there’s a lot of other psychological factors in there, too, and i don’t know we have a lot of time to get into all of them, but some things just like, you know, people, sometimes i feel like they want something new, and then when it actually comes time to get something new, they’re a little worried what they’re going to lose because there’s a lot of equity and history and what in their existing brand, no fear is like that, and you have an interesting analogy that you wouldn’t find this level of interference if it was. A financial consultant and financial advisor and a ah ah financial plan was being presented to the board. Yeah, i think that’s, right? And i think that something like finances seem very technical and tender, not get the same issue. Hopefully, hopefully, this is changing. I don’t. Do you believe it is? Do you see this? Changing that design is getting more respect and for the art and science that it is? Absolutely. When we started our company just about five years ago, our conversations were always having to convince the social sector organizations why design was so important and show them how the private sector is using it. Why it matters. And we rarely have to have that conversation anymore. We see that people just get that designed the critical part of the successful organization. And what what can we suggest that could help overcome the the obstacles of last minute changes in criticisms, et cetera from the board? Well, they approached that we usually take is we try to create a framework, especially on larger design projects on smaller ones. You sometimes don’t get this much. But when you’re doing something like renaming an organization or changing its logo things that are i feel very foundational people are very attached to it. We like to create a framework where we say here’s our goals and here’s what we’re trying to do in any designs could go through that. So if someone suggests the change, we should say, okay, well, let us know how that change is going to help us achieve our goals, and sometimes that will help that person articulate why they’re change is important, and everyone else will get to see why they should listen to them, and other times the person will say, well, you know what? This was actually just an opinion of mine, and i can’t really just buy-in might say, well, maybe maybe we don’t need to make that change that, and it gives them a little better way to have that conversation. And if that person had been involved early in the process, their opinion could have been assimilated in yeah, exactly. And that’s, one of the things we say in the article, you know, if you can figure out who our decision makers who are going to be weighing in who have the power to derail something if they’re not involved certainly try to involve that as early as possible, so their concerns could be built into the process that address, if we have a limited budget, which a lot of non-profits do, how can we prioritised what, what, where we should spend our money in in design? Durney yeah, i get this question a lot on dh it’s either that question or more one which is, you know, with our limited budget where’s, the best place we can go to for design, and i think, you know, there’s always going to be certain things like you get what you pay for, and i think there’s other areas where you can cut some corners and still have a pretty good job, so there’s product tie solutions that are out there, so when we have organizations that come to us and their budget is nowhere near what we tend to work with, we point them towards something like a a template for a sight like square space where they’ve got pre built websites for somebody and that’s something it’s not going to be incredibly unique, you can’t do everything you want with it, but if you’re just starting out, if i not be the best idea to invest your entire budget into building the most beautiful worksite ever as much as we like doing that work and wanted to see that that’s not necessarily where you need to go. And i think in terms of prioritizing which kind of designed, it goes back to strategy for me, it’s understanding, you know, where are the points that really matter for some organization? If going after their clients rarely involves any kind of digital interaction, and they get most of their money from a single foundation that they apply for through a grant or they get it through high net worth individuals that they go and talk to in person, then they probably don’t need to be spending all of their money on the website when they really is not responsible for them to do that, but they don’t have the funds. So i think, it’s just understanding, you know, just asking those questions about what really matters. Where do people get that information? And then that will hopefully guide them to make those choices is obviously a little bit hard to answer general question like that specifically, but i think, you know there’s a lot of ways to think about that. You gave it your best shot. It was admirable on dh valuable. We just have a couple of minutes left about a minute and a half or so you have a theory about why charity water is gets so much attention is talked about so much. Yeah, it’s really funny almost every non-profit conference to go to our design is mentioned, they’re brought up. I think they’ve made design of priority from day one and they’ve really invested in it, and all of their materials was really beautiful and they just create really great work. And unfortunately, and this is, you know, one of the things we try to address every day the social sector has been a little bit behind some other things were maybe there’s more resource is there may be people have understood the importance of design a little bit earlier, you know, i think when people look for really great examples of design, charity water is one of the ones that they are able to find that consistently does a good job. Matthew, just about a minute we have left would you tell me what it is? That you love about the work that you do. Yeah, i mean, great to do work where you feel like you’re making a difference in the world, and i think we have a skill our team does that so many organizations need and it’s just a great environment to get to be around people every day who are doing this kind of work, and then for us internally to get to be around people who want to put their energy and disporting these kind of organizations and it’s great to see that that’s what people have chosen to investor energy mathos scharpnick you’ll find him on twitter at mat sharp s ch aarp and the company is elephant e l e f i nt designs matthew. Thank you so, so much. Thank you. My pleasure. Have you, tony, take two and amy sample ward on design strategy are next. First generosity siri’s you know them? They talk about well, i talk about them. They host multi charity five k runs and walks. That means if you’re small, shop isn’t going to get enough runners. Tau host your own event because you can’t have twenty, twenty five people on ghost. Ah ah! Run around that you work with generosity, siri’s. And they bring a bunch of small and midsize shops together, and then you have three hundred fifty or four hundred runners and walkers and you have a great event. You have fun, yeah fund-raising you have community small shops coming together, i’ve hosted a couple of their rmc together, i should say a couple of their runs and i’m doing another one that’s coming up in brooklyn in a month or so, and besides brooklyn, they have one coming up in northern new jersey and also miami, florida talk to dave lin. You know, i like to pick up the phone and talk to people. Pick up the phone. He’s the c e o tell him you’re from non-profit radio seven one eight five o six. Nine triple seven yes, they have a beautifully strategically designed website. Also, of course generosity. Siri’s dot com. I did a stand up comedy gig last month in new york city. Your basic stories of unrequited to seventh grade love and revenge and dating and law school. The video is at tony martignetti dot com couple more np valentine’s that i saw this morning from past guest professor brian mittendorf at binghamton university. In upstate new york, which is not far from our affiliate, geneva community radio on seneca lake, brian writes, dear valentine with you, i always have donorsearch vise dh fun. All right, professor mittendorf that’s like that’s like a b plus or so it’s. Probably only a b but there’s a lot of subjectivity in greeting. So go for the b plus i saw one from suzanne perry the very instant that i saw you. My heart. Oh, sorry. The very instant that i saw you. Did my heart want to do a randomized controlled trial to show our love would be effective? The’s mp valentine’s are the brainchild of the chronicle of philanthropy. They are at philanthropy on twitter. Of course, lots of people know that, and i think amy sample word is going to share a couple of mp valentine’s. Also, that is tony’s take two for friday, thirteenth of february sixth show of this year. Amy sample ward you know her she’s with us often because she’s, our social media contributor, and she’s also the ceo of intend the non-profit technology network, our most recent co authored book is social change anytime everywhere about online multi-channel engagement. Her blob is amy sample, war dot or ge, and on twitter she’s at amy r s ward the arm’s for rene welcome back, amy sample ward, thank you for having me happy friday the thirteenth thank you. Happy friday to you and happy valentine’s day. You don’t want to get a shot of valentine’s day is also oregon’s birthday is it really organs birthday? Oh, how cool, then why don’t you give a special shout out to our new affiliate? Km jozy down in salem and kaiser awesome! I am so excited about that. I’m going to send them on twitter, valentine actually very thoughtful because you’re in portland and they’re in there and down in the mid willamette valley. How far is that from you? Well, lam it lam it. Oh, thank you very much. You corrected me on oregon years ago. I know now. It’s, oregon. We’ll lam it there in the mid well, willamette valley. How far is that from you in in portland, portland’s? Kind of the top of the willamette corridor. So the kind of the next three hour drive south. Okay, they’re in the mid well amit corridor talking like an oregonian. We’re going to do my best anyway, you have this little report that you intend was involved with on on digital strategy. Once you acquaint us with this twenty fifteen digital integration and outlook report, sure. So this just launch publicly yesterday. Twenty fifteen digital outlook report and folks can download it from the web for free. We partnered with care too, and h j c and it was a bit of a balding conversation is all research projects are. But the original impetus was trying to figure out as this conversation even the conversation with matt, the first half of the show around digital strategies and multi-channel campaigns and all those things, they really they really require people from all across an organization. Often they tackle all different channels there. Normally, you know, a big strategy and lots of tactics to get there. And we wanted to figure out what that looked like in practice in organizations. What is it? What does it mean to staff and train your staff for that kind of approach? So from there we created this survey, like i said would care to an h j c looking at staffing, looking at what? Those strategies. Are but then also, you know, what are your challenge is to doing this well, or to prioritizing this kind of, you know approach. And there are some things that i thought, you know, i totally would have bet on those being the answers, and they came out that way. And there are other things that i was surprised by. So it’s it’s, a pretty interesting report will, of course, have ah, webinar and other opportunities to discuss the report, but excited to share it first. Here. Thank you very much. Cool. Um, what was the was the report proofread? Yes, it was ok. Well, by about six people. Two times. Okay, well, that’s, you have edit well, there’s a there’s. A spelling mistake on page twenty three. I feel obliged to point that out, even though so even though we have a flawed report here. Well, i guess you and i will still spend time talking about it. But check page twenty three year okay, what’s the spelling mistake. Oh, you want the exact let’s? See it’s? Ah, the word constraints is misspelled in the graphic. I’m sorry. We’ll continue anyway. Well, i like it, okay, i don’t think that i don’t think it impacts the overarching messages of the report, but i don’t know. I feel compelled to point that out. Let’s. See you. Staffing is staffing is very interesting. What the positions that people had, who filled out the survey, meaning they’re the ones who were involved in the digital work of the organization. Yeah, i mean, i think that first, you know, at inten, we always talk about how technology in the most general sense is used by every person in the organization, right? Every every team, every individual has certain tools that they need to do their job, and we want technology training and recognition, you know, to be all the way across an organization on something that i thought was interesting about this is we do see, you know, different departments and different teams responding that they’re managing in this work, but that seventy percent were what what normally i would consider to be a leadership level staff percent on executive director or a director manager, you know, of a team seventy percent of the folks who are responsible for this work are that leadership level, which i think reinforces that it’s not about the tactical decisions of what do we post on facebook, but really trying to bring that hyre strategic perspective and, you know, kind of umbrella plan geever says getting deep in the weeds of of twitter, facebook or email marketing, so i thought that was a really positive sign, okay? And it’s ah, cuts across lots of different fields are positions. I guess directors and managers and and and specialists is actually just kind of small. It’s like only eleven. Roughly eleven percent specializing? Yeah, and consultants is the smallest, just under four percent. Yes, yes. Interesting. All right, yeah. I think that’s definitely been a shift it’s something that i saw, you know, maybe ten, fifteen years ago, as the kind of traditional department was an outsourced consultant roll. Someone would come in and make sure the servers were running and the website was up and that kind of thing. And over time, of course, organizations recognized how much work there was in that, and it made those official staff rolls. And now we’re seeing that with more of the digital strategy worked as well, that that may be used to be handed off to an outside consultant. And now we’re realizing that we’re doing it every day, and it needs to be part of staff. I saw that a lot of organizations that i participated or under a million dollars in in operating budget, thirty seven percent. You are up to two million dollars. So yeah, i mean most. I mean, many organizations are under five hundred thousand? I mean, just in the us. At least this report went to canadian organizations and tio us organizations. But that kind of distribution of the sector is that of course, most are smaller, right? And i wantto make make sure people understand that this is not, you know, done by large organizations. In fact, the you know, the like, the five million to ten million dollars category is only is even under twelve percent. So yep. Okay, what else did you see that it’s interesting in this in the report? Well, one thing that is just it touch a little bit more on the staffing piece that there’s. Um, well, we’ll kind of touch on this later too, but there’s a note about someone being completely focused, someone that’s, a dedicated staff person managing the digital strategy for the organisation versus that maybe being a distributed role depending on what the campaign is are, you know what work needs to be done? And the correlation there is that the more total staff you have an organization, the hyre the probability that there is a dedicated person for digital strategy, which i think way could’ve all you know made that logical step so less than a quarter’s twenty four percent of organizations that have ten, staff, people or fewer have a dedicated person managing the digital strategy, but when you go to that next kind of braque and eleven eleven staff to fifty staff, a little bit more of a medium sized organization, that twenty four percent jumps up to fifty eight percent and, you know, going over fifty staff, it goes up even higher. Andi, i offer that up as a reminder that, you know, a lot of organizations don’t have a dedicated person managing digital strategy, which we could talk about challenges about later, but i think at least it and ten, i hear that a lot people saying, well, we don’t have someone that, you know, it’s their job to manage this, so we can’t be expected to do it. Well, i think a lot of organizations are in that boat where they don’t have a staff person managing the digital strategy, but that doesn’t mean you shouldn’t have a digital strategy. It just means that it needs maybe to be a more collaborative process to manage. Okay. Excellent. Is this an annual report? Uh this is the first time we’ve done it, but we do hope to do it at the beginning of each year going forward so we can try and see if there’s trends especially around, you know, emerging channels that people may be focused on for the year. Okay, seems like a pretty serious undertaking do annually. Okay. Yeah, well, and ten is a serious organization e on and i think there’s e i mean it’s. Why we do many of our reports every year. Because even if it’s not the same exact respondents and of course wait tried leah’s clears, we can that this is a snapshot. It’s not a scientific reports, of course, based on who responds each year. But there is there is value in being able to ask the same questions publicly year over year and see how responses change. You asked a bunch of questions about what, what organization is going to be focusing on in twenty fifteen and lots of lots of visual answers? Yeah, i thought it was, um i thought there were some answers here that were surprising and some here that we’re not surprising at all. So we asked folks, what content? Types or channels, they may be increasing their focus on or keeping the same focus or decreasing focus on and the top three that it counts. You know, if you count increasing, or at least stay in the same with focus are, you know, in the ninety five percent or hyre range are all rich media. So their videos, their images and their infographics, which i think i mean again, i know that those are really compelling content types and, you know, people really love to be able to share that kind of content, but i was surprised that it was, you know, ninety five percent or hyre that people were going to maintain or increase their focus on those and tio emphasize something that matthew made clear and that you have made clear many, many times before you embark on something like this, you need to have your strategy in place. Why are you? Why are you in? Why do you want to do an infographic? What right? I mean, what what can we do with video that we’re not? We’re not currently doing and how does it how does it serve our constituents? Exactly? And what? What is that video going to do for you, i mean a video in and of itself isn’t reason to create one. So video images infographics, even though those air the three highest as faras maintainer increase our focus on the peace is right behind that include email marketing, blog’s guest articles on your ah, you know website or blogged etcetera. So i think those pieces serve as the kind of channel or or reinforcement for those three top piece is the videos and images and infographics so that you’re creating that rich super share a ble content, right. Everybody wants to share that info graphic on facebook or or whatever, and you’re going to be sharing embedding those in email marketing in your blog’s in guest articles that you’re, you know, posting on other people’s websites. So i thought that made sense that those followed right behind. I have to go away for a couple minutes. When we come back, amy and i are going to keep talking about the twenty fifteen digital integration and outlook report. Be with us. Like what you’re hearing a non-profit radio tony’s got more on youtube, you’ll find clips from stand up comedy tv spots and exclusive interviews catch guests like seth gordon. Craig newmark, the founder of craigslist marquis of eco enterprises, charles best from donors choose dot org’s aria finger, do something that worked neo-sage levine from new york universities heimans center on philantech tony tweets to he finds the best content from the most knowledgeable, interesting people in and around non-profits to share on his stream. If you have valuable info, he wants to re tweet you during the show. You can join the conversation on twitter using hashtag non-profit radio twitter is an easy way to reach tony he’s at tony martignetti narasimhan t i g e n e t t i remember there’s a g before the end he hosts a podcast for the chronicle of philanthropy fund-raising fundamentals is a short monthly show devoted to getting over your fund-raising hartals just like non-profit radio, toni talks to leading thinkers, experts and cool people with great ideas. As one fan said, tony picks their brains and i don’t have to leave my office fund-raising fundamentals was recently dubbed the most helpful non-profit podcast you have ever heard. You can also join the conversation on facebook, where you can ask questions before or after the show. The guests were there, too. Get insider show alerts by email, tony tells you who’s on each week and always includes link so that you can contact guest directly. To sign up, visit the facebook page for tony martignetti dot com. Duitz we will update that drop because jan eggers hasn’t been with blackbaud for a long, long time, but when she was, she was obviously a non-profit radio fan and i interviewed her let’s, go abroad with live listener love seoul, south korea anya haserot beijing, china is with us ni hao and mishima japan konnichi wa bringing it back to the u s falls church, virginia, locust grove, virginia, new york, new york woodbridge, new jersey. Thank you, woodbridge, devon, pennsylvania, potomac, marilyn st louis, missouri couple in south san francisco, california more than one thank you let’s cruise s new mexico welcome! I’ve listened to you last cruises that was but that’s that’s, one of our listeners of the weak and i’m sorry, i can’t remember which one which one of our live listeners from las cruzes tweet me and i’ll shut you out! Use the hashtag non-profit radio, honolulu, hawaii, ellicott city, maryland, los angeles, california and we have a bunch of masked us listeners also, i don’t know if that’s intentional or unintentional. I watched the movie screening citizenfour last night about the edward snowden story so it could be unintentional masking that’s a very good film. By the way, citizenfour? Any sample ward? You’re still with us, right? Even though i’m chattering away? Of course i am. I’m i was actually thinking of citizen for when you announced that there are a number of folks masking and call listening into the show on dh then you set it. We’re having a brunch, a brain melt. Ah, exactly. And so have you seen citizen for i have. Yeah. You know, i have a very poignant story about that. The scanning the screening i went to last night was that here in new york city, the i f c and by much independent channel’s studio or something down on sixth have and it was with edward snow. We had edward snowden in bye bye video and also allow laura poitras, the director of the film, and glenn greenwald. The journalist obviously was working so closely with glen, and it was all hosted by david carr, the new york times media media journalists. And then he went to the new york times office last night after this live panel and he died. I saw it on. I saw i got i got an alert. Yeah, he died right after. He died in the new york times office. It’s incredible. Oh, my god. Yeah, yeah. David carr c a r r xero obituary in the times today, right after he hosted this, he went back to the office, and then he was found there last last night. Like the nine o’clock tonight. I know it was really it was really chilling. Oh, my. I was so sorry, andi. I saw him at his last live appearance hosting this panel around the citizen for on and how was that panel? So david was there in person, but other people were on skype for only only on ly. Edward snowden was remote. Glenn greenwald and laura poitras. She’s a director. The film. They were both live with him. It we roll in the theater at the i f c center. Yeah, it was very, very good. How is the discussion? Oh, excellent. You know, people are concerned about asking laura and glenn about their their own feelings about being back in the u s and their reluctance to come back. Uh, after all this broke, this all broke around. It was june twenty thirteen that’s with the three of them. Poitras. Greenwald. And snowden had a week in hong kong, which is when the story’s first came out. They first met him. Face-to-face. Right. Then, june twenty third, june thirteen. So they were talking about what was it like to come back to the us after that? What she has planned. There’s, another film planned about other whistle blowers. That’s, the films she was working on when this one broke, and she she put citizenfour ahead of it. Yeah, really. It’s it’s ah, it’s, really very good. And who? The thing last night, i just couldn’t get over when i woke up this morning and saw the obituary. Um, yeah, that’s, just incredible. Let’s, let’s talk about some of the other things where people are focusing in twenty fifteen also ranked high were case studies, twitter chats and marketing automation. What what does that one mean? Marketing automation? Oh, well, it can mean, you know, different things. Oh, of course, every organization brings its own understanding that definition to automation, but i’ll share some examples from antenna, so they’re rooted, at least in reality, that i can talk about. And for us, marketing automation means ah, focus on or a lot of trust in data that we can use to welcome new people to the community, to encourage communication to encourage, you know, joining or renewing all of those pieces. So when i say trusting and relying on data, i mean that we have set up our systems so that say, tony, you come to the website and you decide to sign up for one of our webinars are online education programs and it’s the first time you’ve ever come to intend so we see in the database here’s this new contact tony martignetti and we also see that the way you came in, the way you became a new contact is by registering for an event. So that kicks you in essentially to an automated marketing kind of system. So instead of getting eso se damn your host for the show, sam also come wait. Hold on comes in because he joined an online community group. Hold on, hold on. Tony martignetti is the host of the show. Sam sam is our producer, our line producer. Sorry, producer recording. Martignetti is the host. What? I don’t believe it buy-in i mean that he’s physically your host. You are teo that’s. What? You are you sure? Okay. So? So you and sam come down on the same day, entered the database the same day, but but tony’s record says you came for educational program and sam’s records says he came for a community group. So you each start getting messages that are you? No one is right away. Message one is about a week later. One is after that etcetera that are tailored on that entry point. So, tony, your follow-up message is going to say, you know, oh, my gosh, we know that you’re here to learn. And here are more ways that you can keep learning with an ten whereas sam’s isn’t goingto make that assumption because he didn’t sign up for an educational program instead, his is going to say, oh, wow, you’re here to meet people and network and find a community. Here are more ways you can do that on dh towards the end of that series. Of course, you can start broadening what you’re showcasing, you know? Hey, if if you want to do something more than learned tony here, all different things we have and sam here, if you want to do more than join a community group, here are other ways that you can get involved, but that way staff are not storming through the database every single day. Okay, who’s, a new education contact who’s, a new newsletter contact but the system is set up with those messages crafted dynamically to just go out on their own. All right, amy, unfortunately have to leave it there. The the full report is the twenty fifteen digital integration and outlook report our social media manager, susan chavez tweeted out where you can find the report and there’s obviously a lot more there and final message just because something is a strategic focus area for other non-profits doesn’t mean it’s right? For you, you’ve got to think about the strategy and how whether it really makes sense for you. Amy sabat what? I’m going to see you. It non-profit technology conference. I can’t wait. I know people should goto n ten dot or ge go to the non-profit technology conference ntcdinosaur b on the science fair floor, interviewing lots and lots of the speakers from that conference at that conference and i will see you there, amy next week. Gene takagi are legal contributor returns. Very smart guy. Why w c a monterey county our listeners of the week thank you so, so much. If you missed anything on today’s show finding at tony martignetti dotcom are creative producer is claire meyerhoff. Sam liebowitz is our line producer. Sam is the line producer of the show, not the host shows social media’s by susan chavez. Susan chavez dot com on our music is by scott stein. I hope you’ll be with me next week for big non-profit ideas for the other ninety five percent go out and be great. What’s not to love about non-profit radio tony gets the best guests check this out from seth godin this’s the first revolution since tv nineteen fifty and henry ford nineteen twenty it’s the revolution of our lifetime here’s a smart, simple idea from craigslist founder craig newmark yeah insights, orn presentation or anything? People don’t really need the fancy stuff they need something which is simple and fast. When’s the best time to post on facebook facebook’s andrew noise nose at traffic is at an all time hyre on nine a m or eight pm so that’s, when you should be posting your most meaningful post here’s aria finger ceo of do something dot or ge young people are not going to be involved in social change if it’s boring and they don’t see the impact of what they’re doing. So you got to make it fun and applicable to these young people look so otherwise a fifteen and sixteen year old they have better things to do if they have xbox, they have tv, they have their cell phones. Me dar is the founder of idealist took two or three years for foundation staff to sort of dane toe. Add an email address their card it was like it was phone. This email thing is fired-up that’s why should i give it away? Charles best founded donors choose dot or ge somehow they’ve gotten in touch kind of off line as it were on dno, two exchanges of brownies and visits and physical gift mark echo is the founder and ceo of eco enterprises. You may be wearing his hoodies and shirts. Tony talked to him. Yeah, you know, i just i’m a big believer that’s not what you make in life. It sze, you know, tell you make people feel this is public radio host majora carter. Innovation is in the power of understanding that you don’t just do it. You put money on a situation expected to hell. You put money in a situation and invested and expected to grow and savvy advice for success from eric sabiston. What separates those who achieve from those who do not is in direct proportion to one’s ability to ask others for help. The smartest experts and leading thinkers air on tony martignetti non-profit radio big non-profit ideas for the other ninety five percent.

Nonprofit Radio for September 12, 2014: Your Online Approach Plan & IRS Helps You Market

Big Nonprofit Ideas for the Other 95%

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Tulani Elisa, Dottie Hodges & Amanda Heidtke: Your Online Approach Plan

Tulani Elisa, Dottie Hodges & Amanda Heidtke
With (l to r) Tulani Elisa, Dottie Hodges & Amanda Heidtke at NTC

If you want to reach and engage effectively online, you have to plan. What’s the leadership role? How do you get buy-in on the plan? What about those who stray from agreed goals? Tulani Elisa is social media manager for Threespot, and Amanda Heidtke is director of digital strategy for Hodges Consulting, where Dottie Hodges is president. (Recorded at NTC, the Nonprofit Technology Conference 2014.)

 

 

Yigit Uctum: IRS Helps You Market

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Yigit Uctum is a CPA with Wegner CPAs. He’s got ideas for using your IRS Form 990 in your marketing. See, it does have a purpose.

 

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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. We have a listener of the week. John fulwider he’s new to non-profit radio from when dorrie clark was on two weeks ago, he tweeted that he was binge listening to shows, and i love that i had to make him listen er of the week john is in lincoln, nebraska, he did a ted x talk about his own infertility. He’s a coach for non-profit ceos on twitter, you’ll find him at John m fulwider with 1 l congratulations, john listener of the weak and thank you very much for binge listening. The non-profit radio i’m glad you’re with me. I’d suffer retro peritoneal fibrosis if i came to learn that you had missed today’s show you’re online approach plan. If you want reach to reach and engage effectively online, you have to plan what’s leadership role. How do you get by in on the plan? What about those who stray from your agreed goals? Tulani elisa is social media manager for threespot. Amanda heidtke e is director of digital strategy for hodges consulting where daddy hodges is president and that was recorded at ntcdinosaur non-profit technology conference twenty fourteen and irs helps your marketing you eat coach tomb is a c p a with wagner cpas he’s got ideas for using your irs form ninety nine ninety in your marketing, it does have a purpose on tony’s. Take two get off ellis is back for pizza. We’re sponsored by generosity siri’s hosting multi charity five k runs and walks here is my interview on your online approach plan from and t c welcome to tony martignetti non-profit radio coverage of ntcdinosaur non-profit technology conference two thousand fourteen we’re at the marriott hotel, the marriott wardman hotel in washington, d c and with me now are tulani elisa, daddy hodges and amanda heidtke e tulani is social media manager for threespot daddy hodges is president of hodges consulting and amanda high key is director of digital strategy at hodges consulting. Welcome, ladies have all three of you your your workshop topic? His strategy is not a four letter word. How setting a plan for your online approach reaps rewards tulani let’s still you’re closest to me let’s start what what do you, uh at threespot? What do? You think some of the shortcomings are that not necessarily at threespot, but that that non-profits generally are not strategic enough about what should they be doing? A lot better? You think so at threespot we design websites and make social media strategies analytic strategies in digital strategies for non-profits for ngos, for government organizations. So that’s what we deal with all the time? Ah, a lot of the time what happens is non-profits think, oh, we need to do social and then they don’t think we should happen approach. We should make sure to go about it the right way. We should do some pre planning, they just kind of want to get into the space because it’s so fast moving fast paced on, always changing. So a lot of what kind of we are going to be talking about our panel is really you know how a digital strategy could play out things like social media or website design or any kind of approach that you have online. So a lot of times, it’s the kind of leap without really knowing what snacks in. So we want to talk about what you do before you leave daddy, i imagine you see much the same thing at hodges consulting we do and, you know, i think tulani is reference to what we call shiny object syndrome is one of the the biggest players also kind of the collective sense of, you know, we’re looking at things from a organizations perspective, you know, our program work our mission, how were structured as an organization, the content we produce, but we find increasingly, organizations need a little help in seeing it from sort of an outside perspective in terms of who are we trying to reach you, our target audiences? What are they looking for? And then what do we want them to do? What’s what the engagement components that we want them to accomplish? And so having that sort of step back first really helped productive strategy gain results in the end that shiny object syndrome you mentioned? What are some of those shiny objects that you see clients reaching for you name a twitter blogger? We won’t read it. I mean, it’s, just ask twenty sites. Yeah, we want this amazing he website that does everything from soup to nuts. Um, really, what they want to do is find out what that target audiences that will reach their mission will reach and do that thing, not try to be everybody’s everything not try to be the website that gets thie program directors needs met. The executive directors needs met the needs of the membership services department, but rather figure out what the organization’s mission is and how they can leverage that website or that social media project and used it to get that message out, which is what the audience wants, not necessarily what the organization thinks he s so we should be thinking about what our constituents are on doll in all their different varieties, what their needs are everybody everybody’s nodding? Yeah, definitely really important for organizations to stop thinking like organizations and more like their constituents and and thinking about what they want to hear and the people that are looking at their social media pages or their blogger, their website and what really connect with them. And you can do that easily through doing audience research through, you know, going through and seeing you know what posts and what content is really working, resonating with people, what are they engaging with? And and what’s not working and how do we change that? And you can also really look at the landscape and look at your peers and say, okay, what are they doing that we’re not doing that’s working, you know, and it’s so much of it is really, you know, taking what you see with your own stuff, taking what you see from people that have the, you know, the best in class work and saying, ok, this is working for them, how can we, you know, do that for our own selves actually could even go so far as to be sharing their content that you see doing well, let’s, let’s give a shout out to our our colleagues over at whatever the other organization is that for? For sharing this mean, or, you know, whatever exactly it could be sharing content on dh using, you know, third party content is always a good way, teo, you know, get people to show that you’re a thought leader and to show that you’re someone that really, you know, knows what’s going on because you’re observing other people in the space and it’s also a good way, you know, most people that are in design and articulation, you know, you’re stealing from everywhere, you know? And and then you’re you’re making that into something that works for you and that’s, okay? Because what you’re doing is is kind of making, showing that you understand what’s happening because you’re actually going back, creating your strategy and saying, oh, they did this how can we work that into our goal of, you know, fund-raising how can we work that to our goal of awareness? So really, you know, yes, very party content, but also really using those things up for your own and making that your own as well to fit into your strategy? Okay, daddy, how are we going to get started in being more strategic and invoking the bomb? I’ll tell you what, it’s, not for start there. Uh, it’s not panic. It’s not panic central. And i think a lot of organizations look at the different challenges where the different needs or perceived needs of the organization and have a little bit of that panic moment. How do we start? How do we begin to know what to do first, what tactic to pursue and so are approach essentially is to say, we’re going to take a step back and look across the organization collectively, this is the key word right and agree upon what our goals and objectives are as an organization are our priorities to dr membership, which is ok now, let’s agree that that’s call it what it is and agree that that’s the case, is it advocacy direct actions or some combination and getting everyone collectively to head nod in the same direction about those goals and objectives to then say, ok for that objective, let’s look at our audiences and do the research tulani is talking about to then roll out, and we can talk a little bit more the later stages, but i wantto i actually have a man to talk a little bit about, you know, sort of getting those heads nodding in the right direction and how that happened. Well, now that’s the critical piece, okay? I know you’re president of hodges consulting, but i’m the host of tony martignetti you do what you like way are going to get that because actually i want to deal with the how twos we don’t want only be at the theoretical devil, right? But i do want to ask you a question about leadership if we’re going to get all these people seated around the table and ultimately, which could be a bit of a process like, but ultimately agreeing, we’re going to have to have leadership hyre buy-in to this to this process, absolutely leadership engagement is critical, and that might be at the executive director level. It might even be the board involvement in some cases, depending on how the organization works but making sure that there’s a team assembled, we call it a core team that is generally a smaller group that has the authority and autonomy to drive the process because we want leadership engage, but we also don’t want leadership to get so involved in the granular pieces, let’s say we move forward with a website redesign, and we’re talking about those very particular components we want that core team, they have the authority to move the project forward and then engage others in the organization as appropriate, you know, external audience research, whatever it is, but that engagement of the leadership, the organization is critical to move the project forward and what’s also important with leadership. A lot of times, you’ll see. It’s that non-profit is really getting them to buy into that strategy like you were saying, so having them understand, you know, this strategy is going to help us reach this goal or this is, you know, this is what the r o is going to be. This is the return on investment that we’re going to get out of doing this out of, you know, making our website better or having a blogger doing that kind of thing and then showing them those results after lorts so a really important part is to set metrics and to have analytics and to say, you know, we want to do this, we don’t want to put out this picture just hits a pretty picture of something we want to do this because we know this picture is going to get a decent amount of shares that’s goingto connect to more people, that’s going to get us more donations. So so really, like daddy was saying, not being too granular, but showing them the bigger picture of, you know, here’s what we can get out of this, you know? And i would add it’s not even just getting their buy-in but it’s getting them to stay focused on what the goal of the project is, whether it’s a website redesign or a social media campaign, having served for eight years as the director of online operations, that trout unlimited, which is a large, large non-profit that has chapters and councils all across the country as well as the national office, and they all want to work in concert together and leverage digital media, getting everyone in the room together to pick a few key goals, and then to pursue a project with that premise so that every decision that you make along the way happens with the vision of these are the goals were trying to me, and when you’re making a decision along the way, it has to meet that metric and that goal, because it’s, very easy for non-profits internally, too have shiny object syndrome, but past that, too also change their mind midstream mid project about what the goal of it is about it’s, horrible and it’s rampant. I find that having worked on the other side of the table worked for a nonprofit for so long, it was very hard to keep everybody who needed to be have. That by and focused along the way as to what the end goal really is. E-giving didn’t think shooting. Good ending. You’re listening to the talking alternate network, get in. I think. Cubine this’s, the way we’re hosting part of my french new york city, or guests come from all over the world, from mali to new caledonia, from paris to keep back. French is a common language, yet they all come from different cultures, background or countries, and it common desires to make new york they’re home. Listen to them. Share this story. Join us. Pardon my french new york city every monday from one to two p, m. Are you stuck in your business or career trying to take your business to the next level, and it keeps hitting a wall? This is sam liebowitz, the conscious consultant. I will help you get to the root cause of your abundance issues and help move you forward in your life. Call me now and let’s. Create the future you dream of. Two, one, two, seven, two, one, eight, one, eight, three, that’s to one to seven to one, eight one eight three. The conscious consultant helping conscious people. Be better business people. Dahna you’re listening to the talking alternative network. Dahna so before we even get to what? What? What daddy was urging that i turned you to turn to you for and we will. We’ll suggesting it was it was an admonition. It was actually morning on admonishing me. I i that’s how i took it. He’s always talking about i am a leo. Okay. See? See, my perception was not unbiased on based. Okay. So before we get to that, but what? What do you do when the cats start to stray and different different or teams within the organization start? Tio buy-in convert the goal. Onda work. You know, i think converting the goal in the work actually is okay. As long as everyone is going to agree at the same time that the kitten, the herd of kittens, is moving in a direction so and it’s all justifiable on organizational basis across all departments, not just from our perspective in our department. Absolutely. What do you do when somebody starts to stray? Well, well, i love having the key mission, and i love having the metric decision. So one of my favorite components of any strategic task is to have the metrics by which you’re going to gauge if it’s being successful and that does help keep the organization on task, because if you’re all looking to get the same piece of data and the same result, what the result is from it, you can kind of keep people focused on heading down that path. The trick comes in when your goals aren’t clear enoughto have a metric to follow it up by, and so making sure that your goals are very your tactics have very specific goals and that the actions you’re going to take to reach those goals are very well defined and that’s the strategy that a lot of non-profits don’t they? Don’ts don’t put their heads around what those tasks and components look like and understanding what those are before you dive down into a any project is critical to the success of that project. Give me an example of what you just said take it from from your own background or ah hodges, consulting client, whichever you like. Sure so from my own background, trying limited recently did a very large website redesign and by large, i mean, they scrapped the old site and started afresh on dh perhaps the best example. I have of that is the decision that was the website school going to be specific to growing the membership? Or was the websites gold going to be specific to growing? Engagement? Peer-to-peer engagement and the gold changed throughout the life of the project. So as a website redesign was commencing, the goals went from are we going to sing? We grow our membership uses to drive increased donations through a membership drive to you know, really, what we actually want to do is create this peer to peer network of of people across the country who are engaged in our mission and offer them a place to do that electronically, digitally, through a website. And so it was a subtle shift in focus. Now, ultimately, i believe the organization was it was right, because the by creating that peer-to-peer network, you will in fact grow the membership it’s a different timeline, the tactics that you would take to grow the membership if that was simply your sole goal are much different than the tactics we would take if your goal is to create a social network on buildup. Peer-to-peer right? And, you know, you kind of also asked a kind of not give credit, but understand that things in the digital, especially social media but all digital space are changing so much and so quickly, and people are doing so many different things that situations where people lose track of what their goal was or what they were going towards can happen so quickly, you know, you see a competitor, you see someone that, you know, your organs, they should admires, and they’re doing something that wasn’t in your strategy and you’re like, well, maybe we should be doing that, or maybe, you know, and everyone gets that not just the pang of envy, but that paying of, like, we’re missing out, we should be doing this, we’re behind where this and that’s, what the digital space kind of makes you feel like and so, as amanda was saying, you know, when you’re able to say, ok, we see this we’re taking account, how do we put that into our strategy? And also, how are we willing to hurt these cats in this direction? So that it saying, okay, we have to acknowledge that maybe this is it isn’t something that we thought about from the beginning, but it’s something that we can do we can work with because we still have that base, that strategy, you know, that the key words, the ideas that were following being being flexible, working within your especially non-profits work within the different programs of the organization to find ways to be tactical through a digital media it’s okay, too get off track a little bit if it meets a specific, even purpose along the way. And i think to you found that a lot of times as we went through this eighteen month provoc project that that subtly shifting it when you work with a program staff who has a very unique need, but it would fit in the metrics of the project or working with developments team so that their their goals were met even though fund-raising wasn’t perhaps the ultimate be all and all but that they still had a very viable program and they needed digital focus. It was fine one more. One more thing on the goals, too. When we talk about getting an organization to decide on priorities, the first thing we say is it’s okay? We’re not saying we’re not going to do these other things. But when we have to make decisions about, you know, the user experience or prioritizing even projects against one another, you know, that we will let those overriding goals lead, that we will still be doing these other things, they’re not going to be scrapped entirely in the same with reaching different audiences when they do the prioritization. All right, so now, in my own good time, i’m going, and i’m going to turn now to a man i’m just giving you shit that don’t nobody listens to this show anyway, so don’t that’s not true, it’s not thank you, but, uh, okay, amanda now maybe maybe it’s, similar to what happens when people stray, but let’s go to how we’re gonna create this process we have the leadership that daddy made clear is essential. How are we going to get all the different program fund-raising finance and business all the interests to agree? What is that process, doctor? What’s. The start of that process at the start of that process is without a doubt having your technology lead on staff talk. Teo the equivalent lead in every program area whether its development, major gifts, administrative human resource is program. Every person needs a voice at the table, and i found the most effective way to do that is get everyone in a room for a full day were or chop and you spend the day going through it’s it’s really and airing of the grievances i really, truly is what it boils down to. Everyone needs a minute to talk about what the websites not doing for them and what it is doing for them and to talk about what they wanted to do. And when you start to do the airing of the grievances, i always imagined what would happen it was it would just be horrifying day, and it actually wasn’t it really put a spotlight on what some very specific areas of problem, where digitally for the organization and with dottie’s focus around how that day was constructed. We ended up with some very clear problem areas that allowed us to turn around and come back and say, ok, these are the areas that seemed to be the problem now let’s talk about how we can effectively fix them and what everyone did was when they got their chance to air their grievances, they felt heard. And then the next step was buy-in getting all of your primary decision makers to share what was wrong, then turns around in your benefit and allows them to feel buy-in in the process, they now think their needs are going to get met because they are. Ultimately what you want to do is meet those needs through your digital strategy. You hear what’s not working for every one you say here’s ways that we can meet them well, let’s, prioritize those and then once you do that, you have your vision. Now you have your strategic vision, our organization says here’s what our web site didn’t do here’s what wasn’t working for you, here’s where we wanted to go now we have a vision, we’re all now working together, everyone now has that collective head nod. We’re all looking the same way we all have the same focus and then it’s just working through a series of tactics to get to the end result and that’s really? What? Dotty’s what daddy’s company brought to tryto limited was this very clear process that we would go through. Everyone was going to agree everyone’s heads were not in the same way. And then we move on from the strategic, the strategic vision to tactical that efforts. So so trout unlimited was a was a hodges consulting clients. And then you must have been such an evangelist, right? Yeah, immediate values. And we’re leaving what daddy was doing that she hired you away. If i had been the director of online operations for eight years, so my time had come, i had run my course that try to limit it. It was it was a great organization, it’s a great organization were doing with us and we still have them. Is a client so it’s all very good. Okay, excellent. All right, now i had mentioned on office that i’m having a hard time seeing how the website impacts then so help me out. I had mentioned bringing to this table finance, finance and the c f o in the business. What does the money? What? How does the website or even relate to them? I think it’s a little bit of how it relates to them in the overall of how the website relates them, and also how the process relates them. So a lot of especially a man who is talking about is also the process of how do we get everyone on the same page? So what we do is threespot is that we do stakeholder interviews and see, you know, what people are looking for, what they’re not getting, what they want, that kind of thing and the way something like finance please in is that if you’re hiring from outside or even if you’re doing it internally, there’s a lot of money and time and energy that goes into additional strategy, a website, hiring people, that kind of stuff, having they’re having their perspective and having, you know, is it worth it? Is not that kind of thing? Also, in the thought of what if one of your goals is raising money or doing something like that and working with, you know, the finance team to say, okay, how much money is going to be worth it? You know, how much is is it going to matter if we do this? And we raised, you know, five thousand dollars like, is that still impactful? Like what? You know, what really matters? So i mean, everyone really has a rule and it’s important to kind of as a man said, not ignore that because you don’t want to come back, as were talking about before you’re coming to the leadership in your coming to people on the board or something like that, and they’re like, well, this is not what we expected but it’s not what we wanted or just not answering any of our questions or, you know, it’s a great website, but why do we have this? You know, you should know better evangelize er for your mission, then your staff, and if every staff doesn’t feel bought into your end product, then you’ve not done your homework. And so making sure that the director of human resources, which needs to post job openings on the website, has a clear and free way to do so is critical for that end product and on lee, you know, let’s, just say your primary goal is to drive membership or to build community, that doesn’t mean that you’re going to do that to the detriment of process or efficiency for other staff in the organization that program director who’s still trying to do a very small, focused niche of your mission, needs as much buy-in and as much voice in the process as the executive director, everyone needs a voice on the tape you go and that’s just the way you mentioned the the power of the process really is part of it as well, not just the outcome. Amanda, you were talking about that earlier where, you know, people collectively begin to see, you know, if i’m a director of development, obviously i have a pretty clear priorities for the site, right? But if i’m suddenly at a table where maybe i haven’t really been conversant or, you know, had the opportunity to work alongside directly finance, hr, whatever, whatever we’re collectively, we start to have the conversation about the good of the whole, it really changes the perspective. Everyone still got what they need to get done right at the end of the day, but it really helps that perspective so that everyone’s kind of starting to look in the same direction. One of the examples i had it that for that it try to limit it was to really sit and listen to membership services that people are are on the frontlines answering the phone calls from people who are giving online or doing any number of tasks to the website and really hearing from their perspective what their feedback is specifically from the members where the sticky points are what they have to put up with when the fund-raising team puts out, you know, one hundred thousand emails or what or the the advocacy team puts out an action alert on an issue what the reciprocal event is for that person and it’s very, i think it’s very common for non-profits for programs and teams to work very siloed. You have your task, you have what you do. You sit down and do it there’s not a lot of opportunity for the hole, for the whole organization to come together around a single project except for digital media eah, thes tend to be the kinds of projects where the entire group the entire non-profit as a whole has a stake in the outcome. That really is where elektronik transcends a lot of what any non-profit does, daddy, i’d like to talk a little about the details of this this strategic day. Are there boardmember is there? Is the board represented in that or no really? Just just senior leadership? No that’s, a good question. And can be historically, we have not seen that not by design. Typically you get, you know, unengaged executive director seo, whatever the role, maybe you get, you know, the sea level in director level heads of departments in that sort of workshop environment, often times at key points with clients, for example. And amanda mentioned the strategic vision deliver herbal. It could go by other names. I think threespot uses a different name, but basically that’s, that touchstone document that says here’s, what we’re gonna accomplish together that’s the kind of document that often gets elevated to the board level. So oftentimes when we create a project timeline, one of the first questions with the core committee is okay. Who are decision makers who needs to be involved at certain touchpoint what are those timelines? We have a quarterly board meeting coming up, whatever it may be so that we can structure the project around that and get that buy-in you, like teo, do these offsite typically it’s on side of the client? Sometimes virtual were a fairly virtual company, actually. So it tends to be a real blend. And it really we look to the client to dictate. What their preferred, you know, method is okay. And and you are the facilitator for the day. Yes, martin. Okay. What say we have, i guess, another couple of minutes or so let’s. See, uh, who wants to must leave? Cem cem parting thoughts let’s see the money? Let me ask you for money. It sounds like it sounds like threespot does more than just build websites. I mean, your sounds like you’re deeply engaged in the analytics that are going to contribute to the to the design of the website. Yes, threespot way started off mostly doing websites, but we also to social media consulting strategy. Sometimes it requires in housework. I’ve gone to work for clients for a while, we do analytics, we do content creation and content strategy, user experience. And so really kind of just range is everything which is again goes back. Teo, you know, you’re not just building a website, you’re creating experience, you’re creating a strategy, and so, you know, if we just build a website and we didn’t have conversations about how social plays into it, how we’re going to launch it on social media once it goes up you know what? The, you know, the analytics that we’re going to put behind it, you know how those gonna play? And we’re going to google analytics? Are we tracking out all the links? You know, that kind of stuff, then you’re kind of just doing part of your digital strategy on dso threespot is an interactive agency, it’s, not just a web design agency, and we really, you know, make sure to touch on all of those things on dh so it could be, you know, going through and going through every ounce of content and saying, ok, how do we have to change this? How do we migrate this over that kind of stuff? And it also could be coming up with the robust way to show analytics to the board, you know? So it really there’s there’s a lot of different things that we do all right on daddy wanted to leave us with some parting thoughts about the importance of the s bomb sure s o the importance of yes, bomb i think in the context we’ve been talking a lot about in the context of web development, which is certainly applicable, we think of it a little more. Broadly and just to echo what tulani saying about looking at the big picture that, you know, the bomb is in a four letter word, it’s not a dirty word, it’s not something. Where, you know, you hear someone say we need a strategy and people go oh, you know, and they just think of many, many months and many, many stacks of papers that may or may never get examined, digitally or otherwise. And we want to create something for the organization that’s very viable, you know, creates and produces a road map, you know, creates buy-in ultimately gets to better product that’s gonna have a better r a y for the organization and and the truth is, we kind of cheat because we like the framework so much we use it. There were lots of stuff, whether it’s, a website, project or an organization says we need to look across the enterprise at what we’re doing with our digital program or we kind of just need any communications plan of attack. We’ll apply the same framework, so we think it works across the board, which to me means it must be at least relatively solid and it also just helps to always say that. It’s a working document. So understanding the digital space is changing all the time, you know, making sure that, you know, you create these documents in this strategy, but, you know, really emphasizing people. This is a working document. You know, another platform might come up for another way to approach fund-raising might happen. And really, you know, having people be open. Teo yes, sir. Strategy. But it could develop. They could change and being willing to evaluate whether that new platform belongs in in our suite or or not exam avoiding that shiny object syndrome. All right, we have to leave it there. Thank you very much, ladies. Thank you for having my pleasure. Tulani. Elisa is social media manager at threespot. Daddy hodges, president of hodges consulting and the newest. It sounds like the newest employee of hodges consulting. Is that correct? Is amanda heidtke. She is a director of digital strategy there. Thank you again very much. Thank you. Thank you. This’s. Tony martignetti non-profit radio coverage of ntc two thousand fourteen the non-profit technology conference. Thank you very much for being with us and my thanks to everyone at antenna. Non-profit technology network got some live listener love stafford, virginia, new bern, north carolina and new york new york live listener love to you and new york. Thank you for being with us. There’s more if i didn’t shut you out yet, i i shall generosity siri’s they host multi charity five k runs and walks. And part of what they provide is the charity support team for their charity partners. The charities that are running events with them. You talk to the charity support team and they help you with the fund-raising part ofyour five k event. They help you get more runners and they help you empower the runners and train the runners so that the runners are getting more donors on dh. Naturally, there is on online component to this you have a dashboard in online management, but there’s also the charity support team that you can talk to. And i like that you could talk to the a c o david lind. He is at seven one eight five o six. Nine, triple seven and on the web generosity siri’s dot com can we get off alice’s back? They’ve had an enormous fortunate spike in dollars. And donors from the ice bucket challenge. So they have got incredible issues enviable, incredible issues i would like us to. Ah, give them the benefit of our doubt about what’s going to happen, stop questioning whether they’re capable of managing this and let’s see how they manage it. If they were toyota or macy’s, i think we wouldn’t be questioning whether they can manage this. We’d just be congratulating and we’d be in awe. This came tio a l s totally organically through a patient. So they because it was not originally a nail s strategy your or scheme the ice bucket challenge. So they did not have a plan let’s. See how they manage it. Let’s. Give them the benefit of our doubt. I’ve got a video on this at tony martignetti dot com. And that is tony’s. Take two for friday, twelfth of september thirty sixth show of the year. My goodness. Thirty six holy cow, you touch tomb he’s a senior manager at wagner cps. He has his mba master of accountancy and is a certified public accountant. He’s also a certified fraud examiner. He works exclusively with tax exempt organizations and oversees the firm’s form. Nine ninety nationwide preparation practice eat manages wagner’s, new york city office they’re at wagner, cps dot com he’s here in the studio to talk about the irs and how it helps your marketing. Welcome to the show. Thank you. Thank you for having me here. My pleasure, it’s. Cool. Glad you’re in studio um, the form nine ninety this is i thought this was strictly a burden and something to be not avoid it. We can’t avoid it, but there’s something to be done and kind of put in the closet. You don’t think so well, you’re right. A lot ofthe organization leaders thinks that it’s a burden and actually it’s a great opportunity for organizations to show the world that all the good things that they’ve done in the in the year, and then it’s also a good opportunity for them. Um, tell the world how well they there run and in the past this forest scene justus the farm files it tires and on ly to be shown ah, potential donors or anybody coming to your office and basically asking for it. And now it’s, vitally available on the web especially the most common is the guide. Star and because it’s out there it’s, it gives an opportunity for organization to the marketing tool ok, and not only guide store, but state attorneys general, a lot of them have them. A lot of organizations put the nine ninety on their site themselves. Yes, it’s a sort of transparency, for example, in new york every not-for-profits registered with new york that files annual report with the state off new york they’re nine ninety, along with their financial statements, are on their website. So so your advice is to think of this as a marketing tool it’s an opportunity? Yes, so if you see it as just a bird than and as most organizations currently do and don’t get enough attention, it can potentially hurt you. So thing about is, some organizations for some organ says is true that the nine nineties seen more than they’ll annual report, but they spent all the time and energy on the annual report make it perfect, but they only spent maybe a fraction off the time to get the nine ninety ready for filing, and we’re gonna have some time to talk about this, but you even suggest that people beyond accountants contribute to the nine. Ninety their final way. We’ll have a chance to talk about that. That’s. I love that advice. Okay, let’s. Just make sure that everybody understands what we mean. Nine, ninety, there are there are three nine nineties and you’re the expert. So when were you acquainted with the three? Yeah, the. Depending on the size ofthe organization, the organizations can file three different ninety forms. If they are under fifty thousand dollars in revenue. What they can do is they can file that form called nine ninety and which is also known as the postcard return and it’s, just basic information and a statement saying that the revenues were less than fifty thousand dollars. Okay, and with some states like new york, if you are over twenty five, then you have to file the night. Nineties eve, which is the next step. So organizations that are in revenues under two hundred thousand and in assets under five hundred thousand, they can file this form nine. Ninety easy, which is a shorter form, and the larger organization about the threshold can fire. They have to file the form. Nine. Ninety, which is longer. So just like we have individual ten forties and ten. Forty. Easy. Exactly. Nine. Ninety and nine. Ninety. Easy exit and then also the nine. Ninety n write really small for the under fifty thousand dollars in revenue. Right? But you raise an interesting point. Sometimes. It’s state regulations that govern which nine. Ninety you have to submit is that is that right? Could you mention new york? Yeah, a certain threshold for the easy. Right. So you have to look to your state and also to the i r s exactly. Okay, exactly. We’re not talking about the nine, ninety filing requirements here. Just i digressed a little bit. We have talked about the nine, ninety in the past, especially with jean takagi. So you could find those shows in the past. But we want to focus on the nine, ninety as a marketing tool. And part of your advice is that even if you’re able tio file the shorter form, you might want to do one that’s the next level up. Exactly. It depends on the purpose ofthe how you’re going to use it. For example, if you are a small organization under fifty thousand dollars, you may want to file the nine. Ninety. Easy to get your nine. Ninety on guidestar. So or ah, a lot of foundations. For example, they would like you to submit a nine. Ninety easy or a nine ninety with grant applications. And, um, that’s. Another reason why you may want to file piled the longer form in this case. And if you are a going after donors and even if you are a small organization, if you can show that guarding all these good covenant practices and all these other things is just like, well, run is a large organization, i think it’s also helps it it’s getting funds. But if you do not have a purpose, i think it always cost more time and money to file the longer form. So i think it has to be ah, i violated in for individual circumstances. Fair enough, but something to consider and i just love the different perspective is why wantto have you on the show different perspective of the nine. Ninety that it’s, you know, as we said, it’s not just no longer just buried anymore, but to look at it as a zoo marketing tool and therefore it has to be consistent with all your other, the what is the traditional marketing tools? Right. Exactly. Yeah, for example, you don’t want toe, um, confused the word with sending mixed messages. If your annual report is saying one thing and if you’re ninety saying another thing than it confuses people. So that’s one ofthe reasons why certain parts ofthe the nine ninety should not be done prepared by the countenance. It should be prepared by people who is also preparing other other marketing materials. Excellent. Okay, so let’s, get into some of the different place is in the form nine. Ninety where you see marketing opportunities. What’s the you like the program service. Accomplishments? Yeah. Where? Where is that? Where will people find that? On the night that could be on the second page off the farm i love. I love that you’re a nine. Ninety expert. You he doesn’t. He does not have the nine. Ninety here in front of him. Which is what, like seventeen pages or something leaves twelve. Oh, on that schedule and then this morning anymore he does not have a nine. Ninety here. In studio with me is so when i ask him. Like, what section is it? Andi knows the page, so i okay, you have the expert here, all of that. All right. So you know your your practices nine nineties. I love it. All right, so the program service accomplishments your program serves accomplished. Mons to page two parking three. Beautiful. Basically organisations get the chance here. This is like the free marketing opportunity to tell the world the all the great things that you have accomplished in the in the past year and latto off times despite tires instructions. This is one place iris helps you market, as you mentioned, is in the instructions i response you to be specific. They want you to use non financial data, but a lot of organizations just, um they see there’s a burden. So year after year, they repeat the same thing. And the and the nine, ninety preparation is buried in their finance department or of the outside consultant who’s doing it right. And they just want to know when it’s done exactly what you can’t fill. You need a number for page four, line ninety three. I don’t know. Like, you know, you probably rolling your eyes. Oh, my god. What an amateur question. Ninety. Three’s not on page four, for chrissake, but that is just the thing is just buried until it’s ready for signature. Basically right? It’s? Not so who? So we can have program officers doing the program service accomplishment section or something like that, right? So basic the its funding toe say this take like a food pantry. It’s one thing to say that you have served meals to low income people in the community and it’s another thing toe give some more specific you can say piela, sir, different fifty thousand different people eighty thousand meals during the years, so it gives more, more basically more impact. And people are seeing this on guide star and on your website. And of course, it needs to be consistent with your other marketing material. Exactly. School what? What else? What other opportunities to see in that section? So i’ll give you another example of that because, like, if you’re a membership organization, try to use it to recruit members and you fear with conferences wanting to say you spent hundred thousand dollars in this conference is another thing to say. Our conference was attended by twelve hundred people. We had sixty different sessions, you can name some off the station, including x y z. And we also had to networking opportunities again like this is anything you can tell tow people join you as a member for a membership organization and ah, get anything that you see that would the track donors are whoever you are, thank comedians like. All right, cool. Very good governance. There’s the governance section is this the section on the nine. Ninety relieve the governance? Yeah. There’s a section on ninety nine on the nine. Ninety deaths as out ofthe questions about the government’s reaction number. Part part six off your nine nine. Ah, basically, in that part, it’s asking out ofthe question some of these questions, such as, um, whistle blower policy and document destruction policy. These can be mandated by other other ah, um, crack sarbanes oxley example on the other thirty is that all or state law, right? And new york will start mandating certain certain policies there as well. And, um, some off thes policies are very easy to add up. So their templates out there it’s not a huge burden. And i encourage every every organization, if do they do not have a policy out there? Just go look for a sample adapted and checked the box yes to show that they’re they’re well, fellas run and well covered and thiss foot reduced the potential all the risk and it’s also important to use that section toe basically solicit new board members because one off the users off this maybe perspective. What members? Looking at your nine ninety team to see if this is an organ xero i want to join this organization, are they so they know what they’re thinking? It might be exposed to any risk by joining terms. All right, we gotta go out for a break. You’re gonna do some more live listener love there’s so much i got to squeeze him in tuscaloosa, alabama. Welcome live. Listen love to you. I don’t think you’ve been with us before tuscaloosa. Welcome and jersey city, new jersey it’s, the birthplace of my my dad. He was born in greenville hospital, jersey city, new jersey, and langley malaria, british columbia. You’re back with us. Live listener left all of you. We got some or stay with us. You’re listening to the talking alternative network. Oppcoll have you ever considered consulting a road map when you feel you need help getting to your destination when the normal path seems blocked? A little help can come in handy when choosing an alternate route. Your natal chart is a map of your potentials. It addresses relationships, finance, business, health and, above all, creativity. Current planetary cycles can either support or challenge your objectives. I’m montgomery taylor. If you would like to explore the help of a private astrological reading, please contact me at monte at monty taylor dot. Com let’s monte m o nt y at monty taylor dot com. Are you suffering from aches and pains? Has traditional medicine let you down? Are you tired of taking toxic medications, then come to the double diamond wellness center and learn how our natural methods can help you to hell? Call us now at to one to seven to one eight, one eight three that’s to one to seven to one eight one eight three or find us on the web at www dot double diamond wellness dot com way. Look forward to serving you. Talking alternative radio twenty four hours a day. If you have big dreams in a small budget tune into tony martignetti non-profit radio, i d’oh. I’m adam braun, founder of pencils of promise. Welcome back to big non-profit ideas for the other ninety five percent let’s, go abroad with live listener love belgium, belgium we can’t see your city i thought that was a pretty open society. They’re belgium, but you’re you’re blocked but welcome live listen love to you, let’s, go to china, where i send ni hao to shanghai, chengdu, korea, multiple listeners in korea, as always, including soul, anya, haserot and japan, multiple listeners tokyo, akashi and others konnichi juana and, of course, podcast pleasantries to those of you listening in the time shift wherever you may be, ninety five hundred of you podcast pleasantries to you yeah, let’s, let’s keep talking about the governance section is that this is not a free form narrative section like the program service accomplishments it it certain parts ofthe it are free form, for example, one off the question there is, like what’s. Your policy is to review the night ninety so in there you can explain, like how what process off leaving tonight ninety like does every boardmember sees the nine ninety who who looks at it, who prepares its who reviews it and how it gets wild the other free form. Part is the conflict of interest policy. You can have different types. And who’s who’s monitoring. It goes who’s looking at it. And another part is the determination off the executive compensation. So what’s the policy around that looking at comparables like, do you have independent comity? Looking at it and documenting this decisions? There are some some freeform parts over then within governments. Governance? Of course. Right. And we have talked about, i think, all those subjects that you just mentioned with jean takagi when we’ve spent time on the appropriate governance and oversight. So this is a perfect dovetail. Um, how about you have something about the statement of functional expenses? Where will we find that? If we if we want to go into the nine ninety, um, that would be now little people. Nine off the ninety basically and, um, statement functional expenses i believe you covered over had met in in your previous shows. We have the we had the three signers of the overhead myth. That was on september sixteenth. The ceos of charity navigator, guidestar and better business bureau wise giving alliance. Yeah. So basically, i want to refer to that which is a great point they made and ah, out ofthe not-for-profits are too worried about their program service percentage and that, um, that they want to put like, as they reflect, i guess, everything they can in the program, and they should know that if it’s correct so but sometimes like it gets to a point where they wanna look at things which is more right, grey and, you know, they have the natural incentive to put more into program and not in management, general fund-raising and that doesn’t necessarily reflect the truth and ah, that’s area um, it’s sophisticated donor-centric viewing and i ninety can tell that certain things are not correct there because certain things such as an audit, it has to be a hundred percent management general, accounting and audit is that so? I think it says point important here is that that schedule is ah done correctly. So that’s a potential donor funders looking at it shouldn’t question anything accurate, so get on dh that works is the key. That was the whole message of the overhead myth letter is don’t feel you have to devote everything to to program at the expense of overhead, which can be very, very important. Tis body. So you have sophisticated people looking at your nine ninety, and you’re thinking of it as marketing. Keep that. Keep that in mind. We have to. We have just a couple minutes left. There’s a part of the nine. Ninety that you call a playground? Yes, that is that. That would be schedule. Oh, that’s a place where you can put anything that an organization can beat anything they want in there, so ah, i would use it as a what is it called? What is schedule? Oh, called, huh? I think it’s just called a schedule a it’s, like a supplementary information thinkit’s supplementary in for american. And basically, i would encourage organizations toe explain anything that might look unusual on the on the on the nine. Nineteen. Okay, for example, let’s say if they are starting a capital campaign and in that initial year they wouldn’t necessarily have the revenue yet, but they all these fund-raising expenses, so if they’re fund-raising expense ratio is unusually high and this might be a place to explain that they’re going through the skips campaign and that they they’re also informing the public that they’re doing this. Artist. Another placed to use that for that. So outstanding a really interesting perspective on form nine ninety thank you very much. Thank you for my pleasure. You duitz doom senior manager at wagner cpas, manager of their new york city office. There at wagner cps dot com next week. Buyer beware. You’re purchasing policies and how to do better. Also, maria simple returns on managing a spike whatever that means for you in numbers in potential donors. If you missed any part of today’s show, find it on tony martignetti dot com. Thanks again to our listener of the week, john fulwider. Remember generosity siri’s and their charity support team multi-channel eighty five k runs and walks, generosity siri’s dot com. Our creative producer is clear. Meyerhoff sam labor, which is our line producer, shows social media is by julia campbell of jake campbell. Social marketing. The remote producer of tony martignetti non-profit radio is john federico of the new rules, this music it’s by scott stein of brooklyn. You with me next week for non-profit radio big non-profit ideas for the other ninety five percent go out and be great. Duitz they didn’t even think that shooting getting ding, ding, ding, ding. You’re listening to the talking alternative network, waiting to get a drink. E-giving you could. Come, join us for the thirteenth annual visual for international peace and ecology. On sunday, september twenty one, from nine a, m to six p, m celebration of live music and dance performances spoke the word human peace sign. Art installations in a world peace flag ceremony that celebrates the united nations international day of peace. That’s sunday, september twenty one from nine a, m to six p. M central park numbered band cell, by the way, says the fountain. For more information or volunteer, go to www. Dot vigil number four. International peace dot org’s, that’s, the number four in the earl, or call to want to chip in to five, four, three two that’s, a two one, two, triple two, five, four, three two we’ll see you there, buy-in metoo. Key. You’re listening to talking alternative network at www. Dot talking alternative dot com now broadcasting twenty four hours a day. Have you ever considered consulting a road map when you feel you need help getting to your destination when the normal path seems blocked? A little help can come in handy when choosing an alternate route. Your natal chart is a map of your potentials. It addresses relationships, finance, business, health and, above all, creativity. Current planetary cycles can either support or challenge your objectives. I’m montgomery taylor. If you would like to explore the help of a private astrological reading, please contact me at monte at monty taylor dot. Com let’s monte m o nt y at monty taylor dot com. Are you suffering from aches and pains? Has traditional medicine let you down? Are you tired of taking toxic medications, then come to the double diamond wellness center and learn how our natural methods can help you to hell? Call us now at to one to seven to one eight, one eight three that’s to one to seven to one eight one eight three or find us on the web at www dot double diamond wellness dot com way. Look forward to serving you. Talking.