Tag Archives: nonprofit leadership

Nonprofit Radio for August 15, 2014: Female Technologists & Hiring Geeks

Big Nonprofit Ideas for the Other 95%

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Dahna Goldstein, Rose de Fremery, Tracy Kronzak: Female Technologists 

Dahna Goldstein, Rose de Fremery, Tracy Kronzak
Dahna Goldstein, Rose de Fremery, Tracy Kronzak

Women are underrepresented in nonprofit technology–and leadership. What can your organization do to support the women who make up 60% of nonprofit employees? How can women help their own careers and each other? Dahna Goldstein is founder and CEO of PhilanTech; Rose de Fremery is founder & CEO of lowercase d Consulting; and Tracy Kronzak is consulting manager at Cloud for Good (Recorded at NTEN’s Nonprofit Technology Conference.)

 

 

 Amy Sample Ward: Hiring Geeks

Picture of Amy Sample Ward
Amy Sample Ward

Amy Sample Ward, our social media contributor and CEO of NTEN, the Nonprofit Technology Network, shares strategies for hiring technologists if you’re not technical: job descriptions; interviewing; testing; and onboarding. 

 

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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, jeff jody he’s, constantly spreading the word about non-profit radio, especially on twitter, is in athens, georgia, and franklin, tennessee. His businesses, lighthouse counsel. At lighthouse council dot com on twitter he’s at jeff jody j o w d y jeff shout out to you! Thank you so, so much for helping spread the word about non-profit radio. Really, i’m very, very grateful for your support. Congratulations on being our listener of the week. Jeff! Jody! Oh, i’m glad you’re with me. I’d come down with african trypanosomiasis if i heard that you had missed today’s show female technologists, women are underrepresented in non-profit technology and leadership. What can your organization due to support the women who make up sixty percent of non-profit employees? And how can women help their own careers and each other? Our panel interview is from the non-profit technology conference back in april and hiring geeks, maybe sample ward, our social media contributor and ceo of n ten, the non-profit technology network, which hosts the non-profit technology conference, shares her strategies for hiring technologists. If you’re not technical job descriptions, interviewing, testing and onboarding or what we’ll talk about on tony’s, take two a taste of non-profit radio video we’re sponsored by generosity siri’s they host multi charity five k runs and walk here’s the interview from non-profit technology conference on female technologists, welcome to tony martignetti non-profit radio coverage of ntc twenty fourteen we’re at the marriott wardman park hotel in washington, d c and i am joined by three women. We are going to talk about female technologists leading ourselves on duh leading helping each other, and those three women are dahna goldstein she’s founder and ceo of philantech rose defremery founder and ceo of lower case d consulting, and tracy kronzak, consulting manager at cloud for good ladies. Welcome. Thank you, thank you. Get to be here, let’s. Start furthest away, tracy. Well, why are women so underrepresented in technology? You know, i think it has a lot to do with a few things, you know? I’ll start with a little factoid, and it really is one because women in the nonprofit sector represent almost sixty percent of non-profit staff and on lee, twenty one percent of senior leadership. And that means that when you layer in something like technology, what happens is that you are not on ly coming to the table with already it’s slanted against you when it comes to accessing senior leadership. But all of the things that we talk about at this conference here, such as getting it to the table in the first problem, is prioritizing strategy at an organization you’re fighting that in addition to that slanted table. And lastly, you’re also fighting the factors that actually just make women’s career success something much more difficult than men’s career success because of all the things that you know, you’ll hear from, like strong women leaders in the for-profit sector, like marissa mayer and shell samberg’s, say about mentor ship role models and the ability to access that sort of informal formality that happens there on career promotion. So, you know, we’re here today because this is a time that it’s come from women in the sector, and we’re here today to talk about an issue whose time is necessary to talk about at this conference, and it sounds like women need to be helping each other considerably more than they are absolutely, i mean, the time has come for both women to not only step up to the plate with our own networks but simultaneously, you know, make sure that we’re looking forward for our own careers and put our hands back for people’s careers behind us, most notably other women okay, roughs anything more? You want to add introductory wise us to that topic? Absolutely, uh, the issue of women and technology in our sector, to my knowledge has never really been a formal topic of conversation at this conference, where in other non-profit forums that have been a part of and speaking as someone who has a long career in non-profit before the career, i have now about ten years as a non-profit director, i personally select role models. There weren’t i was one of the only ones around who i could look to as as the person who was performing that function. Uh, and although there’s plenty of networking for tea here at this conference, women in technology that has not been a dedicated for maura dedicated topic of conversation and there’s so much fertile ground. Um, and i’ve had women over plenty of time coming to me because they saw me in this role wanting to have this conversation. I thought, you know what? We really need to be talking about this in a more formal i structured way, okay? And rose in your own career, going backwards as an it professional. Did you feel sort? Of left out. Or did you did you, in fact have the support that we were encouraging? Well, it’s interesting, because some of that is mixed in with the issue that tracy was talking about just now where it is a function can have difficulty getting a seat at the table man or woman. I see my male peers running into this often as well. That being said, ah, yeah, and i think that some of this was, uh, necessary to build on my own networks and support groups of in mentorship opportunities with other women. Um, i didn’t necessarily feel obviously in concrete. Lee left out often, but then rate later on in my career, i began to realize, wait a minute in order to advance my career to the next level, i really need to be doing more in my own professional dahna and figuring some of that out a good amount of it on your own. Exactly. You know, dahna anything you can add the introductory wise. Yeah, i do think that the time has really come to have this conversation and i think even just walking around the conference if you look at the number of women here versus the number of men, you know, a lot of more tech oriented conferences, you’ll see a lot more men than women. But if you come to the auntie si, there are a lot of women so there’s a lot of women representation here, not everybody, is necessarily in a technology function in their organization, and some of that has to do with just the way that it functions are developing and non-profits and that a lot of people, men and women end up being maura kind of accidental techies and sort of being the people in their organization who are in a marketing your communications function, who are just comfortable with technology and end up sort of taking on the role of technologists. So one of the things that we feel is important to talk about is particularly for women but for men as well. When you end up in that accidental techie rule, as technology is becoming really mohr integrated into the mission work of organizations, how khun that transform your job function and potentially your job title so that technology is a more essential part of the role and more cases part of the job. Description in the job function that it’s actually being being pursued and since you’re talking about jobs, you just ended job description and function what what daniken can organizations do? And we’re going to get to the personal level also women helping themselves and each other, but let’s start at the organization level. What would you like to see done differently? Better? There are a number of things, and one is, you know, i do think that this this conversation about women and technology is really tied into the conversation about technology having a seat in the at the table in general s o bringing technology to the table to senior management, but the the staff that that tracey mentioned early on that despite the fact that women represent sixty percent of the jobs and the nonprofit sector on ly twenty one percent of the leadership, i think it’s really important for organizations to grow there women leaders and to grow women who are performing good functions within the organization into leadership roles, promote them into leadership roles, bring them to the table, we’ll bring them us into senior management s so that we can also then provide role models. For people coming behind us. And do you have advice at the board level? The non-profit board could be contributing to this. I mean, i think the board needs to be involved in the conversation. You know, boards are involved in doing things like setting hiring plants and setting compensation plans. So, you know, sometimes the board construction can also be ah, factor dependent. You know, an all male board is more likely to think about things and all male terms. So depending on the board construction, there may be ways to diversify the boards as well. There have been a number of studies that have come out recently in the for-profit sector that outlined the fact that companies that have women on boards and women and senior management rules outperform companies that don’t. You were making that point. Tracy was violently shaking your head. Yes. You want to tell us about one of those surveys? Well, i mean it. Obviously, the facts and statistics are out there. And frankly, one of my favorite terms lately at this conference has been let me google that for you. Because i think, you know, to dana’s point, you know, we have studied the phenomena of women in technology for years we know where the numbers lie for both companies that make conscious efforts to incorporate women’s leadership into their board and senior management. We know how they perform. We know, you know, on awful lot about women. But all of that study is actually, in my opinion, taking the place of riel action. Well, it’s, the kind of writes the chronic that we hear a lot of times by obstructionists needs to be studied more exactly, better studies. The research is not there, right? Yeah, you know, so it’s, like, you know, when people ask me for facts and statistics, i’m like, let me google that for you right now, i’ll tell you so. But on the other hand, it’s, like, you know, the difference now is the time has come for action. And i think what all of us came to the realization during the course of development of this workshop is that in the absence of seeing concrete, organizational action or consistent organizational action in the nonprofit sector, we would start somewhere. And that was kind of the onus for this workshop to beginning with anything more tracy you’d like to add to what dahna suggested still at the organization level, i think of the organization level, the study that most kind of resonates with my own experience is the one that says, you know, organizations that are mostly predominantly run by men always will default to male modalities and hiring and promotions, and it’s not got anything to do other than with communication styles and presentation of career assertiveness that makes those choices happen and very unconscious ways. So we can on ly break that by being much more conscious about elevating women toe boards until leadership positions in the nonprofit sector roughs anything you want to add on the organization level? Uh, well, i’m goingto definitely agree with my colleagues on what they said so far. Um, i also think that it happens at the personal level that women ourselves as technologists are going to have to kind of stretch forward and backward at the same time we’re going to be advancing ourselves and ours, our careers, um, and seeking a seat at the table if it’s not extended and and like tracy said, i don’t necessarily think it’s always a conscious thing, i think that there are defaults in culture that can kind of facilitate this but it’s not necessarily an obstacle. All you need to do is kind of press forward and ask one of the things that i learned in the research for tomorrow’s presentation was ah, that women a cz muchas this is still, you know, being debated and discussed right are not requesting professional advancement opportunities as much as they could, um, in the mentorship department. So that’s something that we as women can do, um, and it’s there’s nothing to lose, there’s everything to gain, but at the same time, i think we also need to recognize our own talents and experience and consciously look at other women dahna made a point about if you’re a woman and senior leadership at a non-profit to consciously invite other women who are coming up in the organization, too, the table to leadership discussions and conversations and forms, which would be appropriate so they can get experience and exposure. So you’re not necessarily asking for a promotion, but you’re asking for inclusion into some of the is it literally just like some of the meetings that you’re excluded from, even even without that having that? Leadership title? Is it that easy? Or i guess i’m asking what what is it we’re asking for? We should be asking for, well, that’s going to depend on a specific woman in her situation, so they’re they’re they’re playing women who i think probably should and, you know, definitely need to go out there and as for promotions, depending on what they’re doing and you know where they are in their career, but at the organizational level, absolutely, i think that there should be concrete efforts to develop women in terms of professional development, development opportunities, trainings and education and all of that kind of stuff that’s invested in the staff and this this also is an issue for i t staff non-profits in general men and women. Um but ah, in addition to that women and and others and in leadership in organizations should yeah, consciously think about if we have forums where decisions are being made in the organization at that hyre level, how do we get the younger women who have leadership potential explosive that an early stage? Excellent. Okay, i can actually often example from the for-profit world as well. And that is, you know, at this last dream force, which is a very large sales force conference this year, mark many often, and cheryl samberg spoke a great deal about some of the stuff that they’re doing at salesforce dot com with regards to including women in that kind of experience and it’s not so much that it’s the case that we’re saying ok, now you as a junior person should come in and make senior level decisions, but the truth is, is it’s a recognition that the exposure to the process is about how those decisions get made? The types of conversations that need to happen around them are limited for women and in there, the limited in a number of ways up to and including the absence of role models at higher levels. So, you know, if you’re a guy in technology, you know, another guy will take you out for a drink and say, you know, okay, young lion hears how business takes place, whereas, you know, if you’re a young woman in technology, a guy will take you out for a drink and everybody will say, ah, washington d c so, you know, the truth is i don’t get that. Washington. I don’t get it younger woman, older male usually indicates a transactional relationship, so here we are in washington, okay. Oh, i see on a d c residents. I’d take that a little personal thing. So you know, the new yorker, i did, i didn’t get it. I don’t think we think i hope you don’t think like that in new york. I don’t, i don’t think we do, but all right, but we’re in the belt, we are in the beltway now. I i got it now, thank you, didn’t didn’t, didn’t dick dude ing good ending. You’re listening to the talking alternate network, waiting to get you thinking. Dahna. Good this’s. The way we’re hosting a party in my french city, guests come from all over the world, from mali to new caledonia, from paris to keep back. French is a common language. Yes, they all come from different cultures, background or countries, and it comes desires to make new york they’re home. Listen to them. Share this story. Join us, part of 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. Buy-in you’re listening to the talking alternative network. Oppcoll dahna you know, they’re making an effort for young women who are identified as potential leaders at salesforce dot com to be included in those types of manager meeting so that they can understand how those meetings take place and then replicate that modality of that decision making in their own careers to enable their own advancement. So, you know, he said, oh, i got an email mark daniel said, i got an email from a woman saying, i don’t feel comfortable going to this meeting because i’m going to this meeting and my manager, who’s a male, is not and he said, no, you absolutely need to be there because your manager, who is a male, has obviously had already the exposure to this type of meeting that you’re not getting so come, you know? And i think it’s those kinds of simple steps that can vary from organization, organization and career to career that can help create new, fresh opportunities for women in the sector in a way that, you know, hasn’t even been fully encompassed in terms of what the possibilities are, okay, dahna are there any resource is that you can point organizations to our sites that you can point argast idealware any any anything that an organization could turn to for increasing diversity and making conscious decisions around elevating the the statue of women? Well, i would say the first thing is anybody who’s, an anti seizure come to our session tomorrow on we will give some practical tips for the incredibly this is not going to air. We’re not. We’re not live and s o but people should have come to our senses that ntcdinosaur don’t worry overviewing sorry e-giving come, t c well, it’s it’s your life, but next year it’ll be a fifteen ntcdinosaur anything else? What about what i would recommend is starting? Teo, look within your organization to see if there is a woman who could take that leadership role and who can start teo, bring other women to the table if there isn’t somebody within the organization who’s in a position to do that looked to other organizations, maybe there are collaborating organizations. Maybe they’re partners, you know, maybe there’s somebody on the on the board who it has been a successful woman in business, you know, to have her come in and help think about howto structure programs and doesn’t need to be that formal, but how to start to create that type of inclusion at the organization. Okay, andi let’s, stay with you down, and we’ve talked some about what women can do for themselves, but let’s think about what women could be doing for other women that we haven’t we haven’t touched on yet. Where can we start there? Dahna yeah, absolutely. So, you know, i think that negroes mentioned this a little bit, but, you know, we’re at a point in the development of women and i t where there aren’t that many women and later the senior leadership roles, those who are and those who were sort of coming up through the ranks, we think have an opportunity and maybe even a responsibility to be good role models. Teo, you know, really bring to the four what they’re bringing to the table and also to mentor women who were coming behind them. You know, i think one of the things that we all experienced more have all experienced to date is that none of us really had any mentorship. We didn’t have any women who were doing the types of things that we thought we wanted to do who we could go to to ask for advice. And now that there are women who are in these types of roles, there’s a real opportunity and a real need, we’ve seen it already, and we have forty women signed up for the session to tomorrow. Younger women who are coming up through the ranks and non-profits doing on t work are really looking for that type of mentorship. They aren’t necessarily asking for it. So it’s zoho those rose would advise. And obviously rose said absolutely, if you would agree way that women should be asking absolutely, but but okay, but from the senior level we should be offering exactly. And if women aren’t asking, then we should be offering that’s exciting eyes, there’s something going on, universities that need maybe even lower in education. That’s discouraging women from thinking about careers in computer science, computer engineering, computer programming. I can speak to that. Okay? Because i took computer science at oberlin college. This was some time ago, but i found myself or berlin. Okay. Yeah, this was a while ago, but unfortunately, it is much the same as it was when i was there. This is circa nineteen, ninety four to nineteen, ninety eight. There are so very few women in computer science. Yeah, i was literally like one of the only women. I think i was the only woman in certain classes in one of two and the others on. But does this mean, is there something institutional in our education process, but even going back to high school, but where you have presumably not in their programming courses and, you know, are we encouraging women into those programming courses? And then how are the women treated by a the teacher and be their fellow students who probably are mostly male once they’re in the course? You know, where they there’s there’s like, belittling and ridiculing of marginalizing or they really, you know, part of the class meaningful e well, uh, that all of those things that you described and certainly happen, i think, there’s constructive steps that institutions can take to facilitate on reach out to young women who want to be interested in this type of work. There’s actually, i should say there’s a wonderful organization right now called girls who code, which is a founded by another overland alumna. Ah, that’s. Trying to address some of these gaps, i think that a lot of interesting entrepreneurial solutions to the problem are are underway. Aah! The institutions that i really care about and want to draw more women into the profession, which i think is absolutely necessary. You’re totally right that, you know, if you have these opportunities early up, as you’re bringing women through their early stages of education, it really sets the stage for future development on a much greater level. S o i along the lines of what tracy had said earlier, there’s so many resources out there. I could name a few that’s one women who code is one yeah, and there’s plenty of others, i think. There’s thie, anita borg institute for women and computer science and general. Slower, sure and need a borg institute for yeah, georgie for women who are interested in in coding in computer science. There’s. Plenty out there that there’s more than i could list in the course of aa program. Okay, if i could jump in for a second, i think they’re a couple things to think and to keep in mind one is that computer science courses in college or university are really only one path to a career in technology, you know, i think most of us who end up being technologists in the nonprofit sector come at it from an interest in non-profits primarily and, you know, whatever the mission is the particular organization and frequently come at it from being, you know, a junior staffer in communications or in marketing or a program or something along those lines. So it’s not necessarily women who went into it thinking i’m going to have a career and technology, maybe women thinking i’m going to have a career in marketing and sort of develop opportunities and see that they have an innate talent, but on the on the coding side of things, in terms of actually developing programmers, the organization rose mentioned is wonderful. Andi think part of what that’s trying to combat, and maybe this is sort of getting out a little bit of your question about the university campuses in the developer world, certainly in the in the start up world there’s a culture of kind of programmers. You don’t know if you’ve heard that term, but it’s, you know, bro bro sam, i haven’t so you know programmers and you know, they’re they’re they’re all guys and, you know, that is in the midst of changing, but breaking into that culture is tough, and organizations like girls who code are really working on that, i think a lot of people there seeing that women are, you know, clearly as active as as men at programming and certainly on the strategic side of things, but we still have a ways to go all right turn, i think, you know, to this goes back also in a way, to the question of mentor ship on the question of, like, who’s ahead of me and what do i see them doing, andi? And because, you know, when we were putting together this workshop, we all realize that all of us have had really strong male role models in our life. I mean, like, we’re like, wow, you know, we can name all these great men who were role models to us and, you know, it kind of there was this moment of, like, a collective like, ah, you know, and, you know, we don’t want that to happen for the next generation of women moving forward on dh, you know? That’s not to take away from the mentor ship that we’ve all received from strong male role models, but it is to say that men and women fundamentally the way that we communicate, even if it’s the same things said in the same way they’re received two different manners, they’re perceived two different ways and the same communication from a guy that’s like, you know, looked out his mavericky and looked at is like a trail blazer and a creative thinker looks at, you know, a woman saying the same stuff is often interpreted as, you know, someone who is unreliable and has fundamentally ill founded principles. So i was thinking pushy or noxious, assertive and aggressive, bossy, even boston leven well, i have another p word let’s just say i mean, she’s a real bitch. Yeah, yeah, and i mean, i will tell you that i have progressed to appoint my own career, where i’m managing people, and to this day i am haunted by that word because i will look at my which work the b word, you know, and i will literally chat over to a coworker him, i’m not coming across too much of, you know? During the course of this conversation because, you know, being conscious of that means understanding that, you know, being a guy, you know, being one of the broads is not gonna work for us, and they still call it the guy for a reason exactly, and, you know, we’re not going to get a head in that way, so you know, this is part of starting a conversation of how are we going to get ahead in a way that’s different and understands the context in which we’re working? Tracy, i want to stay with you just to pursue the the question of what women can do for others, the women who are in leadership roles, aside from offering mentorships and making conscious decisions, is there more than female leaders who who have that empowerment can can convey it down? You know, i can share from my own personal experience that i have had some very powerful women ahead of me in my career at various institutions that i’ve worked with and the trap that i felt they fell into that i have tried very strongly to resist for myself is now that i’m here being completely possessive of my power and authority as that person in that role has been advanced that far, i think any woman ahead of us in our careers, who’s proceeded to the point of things like vice president, director, founder principle it’s really easy because of the context in which we work to say, this is mine and all mine, you know, i have made this this moment in my career and, you know, any woman who’s coming up behind me is a threat to that because she might be doing something different or she might be doing something better. And i think, you know, for women who have advanced to a certain point in their careers, it’s not about saying what i accomplished it’s about saying, what are the women behind me doing that can inform their own achievement that i can highlight using that power using that established role that i’ve achieved to advance their own careers? So in some ways, that’s beyond mentor ship it’s actually calling out the context of saying, yeah, you know, like, i’m i’m confident in my role as you know, vice president or founder or prince civil or president and look at this other woman look at her achievements, look at how she is doing this work this way and, you know, focus that attention on her next because i don’t obviously need to prove myself because i’ve already been here and i think that’s a trap that we fall into a lot is saying i have to continually prove myself, even though i have that title on my door that says vice president or director or principal or founder are present good if i can just for a second, you know, i think in terms of asking what we can do for for others, it’s it’s not only a matter of doing for others within your own organisation, one of the big takeaway is that we want people to have from our our session and from ongoing conversations is the opportunity of network with each other, you know, so it doesn’t necessarily. You may not have somebody in your organization who can be that mentor or who can serve as that type of role model. Work with your peers, talk to your peers, their ways to either structured or unstructured pierre mentor each other. There are a lot of younger women who are sort of coming up through the ranks and there’s a great opportunity that creates a community, create some networking opportunities, help each other, figure out career paths, help each other ask for things, help each other get mentor ship s o i think even without having that that strong or, you know, senior level woman within your organization, there’s still lots of opportunities for us to help each other. And we have to we have to wrap up a rose. Please. I would just also add if you’re currently a woman and technology in a leadership position to be more visible. And if you are also coming up through the ranks, consider actually presenting on this topic. Last night i spoke with a woman at ntc. Very young woman, very smart. Who said, you know, i think i want to present a session next year said absolutely do it. If you want to find ah partner to present with your going tto learn so much in the process and you can keep that dialogue going. Thank you very much, ladies. Really real pleasure and important that it’s an outstanding topic and a rare one too. But but increasingly that’s that’s falling away. And it’s becoming more common dahna goldstein, founder and ceo of philantech rose defremery founder and ceo of lower case d consulting and tracy kronzak consulting manager, recently promoted at cloud for good ladies. Thank you so much. Thank you very much. Pleasure. Tony martignetti non-profit radio coverage of the non-profit technology conference ntc twenty fourteen, thanks so much for being with us. My thanks to everybody at non-profit technology conference and and and ten, you know, generosity siri’s they host multi charity peer-to-peer five k runs and walks multi charity means that you can have an event with a small number of runners because together with a bunch of other charities, turns into many hundreds of runners and walkers. So if you’re using summer to plan for your fall fund-raising or if somehow you think that a five k run walk fits into your fund-raising i hope you will talk to dave lynn he’s, the ceo at generosity siri’s they have events coming up in new jersey, miami, atlanta, new york city, philadelphia and toronto. You’ll find ah, dave lynn at seven one, eight five o six nine triple seven or generosity siri’s dot com but you know, i prefer to pick up the phone and talk? Make sure you tell him that you’re from non-profit radio i pulled a video off youtube and put it on tony martignetti dot com this week. It’s a taste of non-profit radio two minute sampler with seth godin craig newmark, the founder of craigslist, and craigconnects charles best ceo of donors choose dot org’s, mark echo from echo enterprises, and several other people are in that sampler. Of course, the full interviews with each of them are on youtube, and again, the sampler is that tony martignetti dot com that is tony’s take two for friday, fifteenth of august thirty second show of this year. Amy sample ward you know her she’s, the ceo of non-profit technology network and her most recent co authored book is social change anytime everywhere her blog’s, amy sample war dot or ge and she’s at amy rs ward on twitter, pay me sample word hi, how are you? I’m doing terrific ly while how are you? Good, good. I don’t know how it’s august but i’m fine other than the incredibly swift passing of time. Yes, i know thirty second show of the year already. Holy cow and god, yes. And mid august already? I know, but are you enjoying your summer? Yeah, i it feels like a vacation because i haven’t had to travel since the middle of june. So many people travel during summer and it is their vacation. But for me, it’s been a wonderful vacation of staying at home and having plans locally. Excellent way. Enjoy our summers, each of us, the way the way we like that’s. Very good. Portland summer in portland is the place to be so it’s hard it’s. Hard to leave when it’s the most perfect time of year here. Excellent. Excellent. Yeah, i got a visit. You out there sometime. I gotta come to oregon. I’ve never been to oregon. Um, i know, i know, but i want to go. I really do want to go pacific northwest. Absolutely. I want to wash. I’ll believe it when i see it. Okay. All right. What do you think this is what you think of this panel of three ladies from it’s? Great. You know, it’s really interesting. And something that we were reflecting on is a staff after the conference to was, you know, it’s, not a brand new conversation, talking about supporting different groups, different communities either in within the inten community, at larger or in the tech sector in the nonprofit sector. But what we’re reflecting on really is the way those conversations i have taken shape and changed over the years, and this last year really felt like this was the ntc where there were multiple formal sessions opportunities like you presented where you folks could come talk, talk to you and have their their stories and their ideas shared more broadly, but also a lot of kind of ad hoc meeting’s at lunch where they would say, everybody come to the table if you want to have this conversation or let’s meet, you know it at the reception tonight and so many conversations about how do we how do we do more to get more people like us or more people like you or more people that know how to do acts? You know, how do we get more people into this community? And i think that’s really exciting and really interesting that that it’s at a place where it doesn’t have to feel like, oh, this is kind of a controversial topic. You know, we’re gonna have to go over here in secret and have this conversation, but that it’s such an open, you know, we really want to create a space in this community that is inclusive and is welcoming, and part of that is creating a great community, but the other part is saying, we have to go out there and make those invitations, you know, you can’t just say, i want to have the best dinner party and make all the food if you haven’t invited anyone to come over, so so i’m excited that the community is kind of at that space where it’s ready to go out there, think about how we’re creating community in inside this space, but also go out and make introductions and invitations and welcome new people in cool. I’m glad so this feels like a watershed year for you and yeah, it’s exciting, and i think it really inspired a lot of staff to feel like they’re not the only ones, you know, getting to see that there’s opportunity to bring more people in, because, you know, staff when when we know that there’s so many community members out there, but we don’t see them because we’re just in the office. I think the ntc really inspire them and reminded them, you know, there are all of these people out there and we can invite more people in it’s going to be great instead of thinking that it’s kind of just, you know, tucked away in the office that’s outstanding, and i’m glad i was a part of it. You feel like it was water. You’re cool. Maybe you’ll have me back next year. Yeah, well, we’ll see. Yes. All right. I’ll see you when i e i’ll believe it when i see it. I believe that recently. So over there at ntc, you get a lot of enquiries about bringing people literally into your organization. Hiring who are technologists? Yes. Oh, so you have some advice around let’s? Start with the the job description. Yeah, i think you know, this is especially the question we get asked the most. You know, we know that we need someone to do manage all of our attacker to help us with our website. But that’s what? That’s what? All that we know. You know, we just know that we need somebody who knows more. Than we dio. So how do we write a job description or where do we even promote the job on dh? So obviously it kind of depends on what kind of job it is it’s a website versus maybe on it, director, managing all kinds of systems, et cetera, but there’s still some some basic steps that everybody can take, no matter what technical job they’re trying to fail, and first is to remember that you don’t necessarily need to know all of the jargon and the acronyms and the web two point oh, everything. What you do need to know very clearly is what your organization needs and what your goals are, who your audience is. You know, if you kind of try to make up for not knowing by filling, you know, job description with a bunch of technical terms, but you’ve never put in there, you know what? We really need our systems that can talk to each other, someone who doesn’t have that integration expertise is not going to apply, they’re not going to know that’s what you’re looking for. So knowing what your goals are, the kinds of tools that may be necessary to meet your mission knowing that and being very clear about that is going to serve you more than, you know, trying to do an internet search for a bunch of jargon. Ok, so so that that’s the first caveat reminder on dh then also, before you start putting that job description together, there’s a great opportunity to talk to everyone inside the organization pull in from from what they know in their own job, you know, what do they need? What what tools are they using that they think need to be updated or and this is not like, oh, there’s, you know, so and so, who just personally doesn’t like this one tool we use not a preference kind of, uh, list, but here’s something that’s really stopping me in my work, you know, here’s something that isn’t serving me to do my job and create a bit of an internal needs versus wants assessment because when you look at that and you can say, will hear things that may be a bunch staff want, but they’re not the priority items of this, you know, kind of three or four things on our really critical needs list that’ll help you. Decide howto prioritize things both on the job description and when you’re looking at applicants. So if you see someone has, you know, a really great experience but saying their most experienced in isn’t on that needs list, you know, it’s it’s like, wow, that’s, greatest really cool project you did once, but not what we’re looking for. It’ll help you feel like you’re not just getting kind of dazzled by all of the shiny things on their resume, but you know what to look for, at least what? To prioritize a cz faras they’re experience or specific skills. All right, so a lot of the information that you need you already have. You just gotta start a conversation inside. Exactly. Okay? Okay. Ah, what? Anything else for the aa for putting together the job description? Well, another thing that i would suggest and it’s not going to be perfect. Of course you’re still going to want to edit it and make sure it’s, you know, meets your needs is an organization. But i’ve seen very few jobs that i have never been, you know, hired for before there’s very few times where someone has posted a job and i thought, wow, i’ve never seen a job like that, you know, i never in my life. So so knowing that you probably could go to, you know, idealist dot org’s look where there are millions of job postings for nonprofit organizations and look for a job, title or job description similar to what you’re looking for and just see how other organizations have explained that or how they’ve kind of structured some of the, you know, needs and an experience pieces there’s probably many examples out there just to get you started, especially with, you know, that fear of had i don’t wantto say this the wrong way, etcetera. You know, it occurs to me this could all apply if you were hiring ah, consultant as well, yes, i was only thinking of, you know, i was only thinking of the employees, but certainly ah, it all applies on the in that respect to consulting. Yeah. And i would even say, um, it applies when you’re bringing in, uh, like i contract id. You know, someone on an r f way. Wantto, you know, designer to dio this project or we want to bring in, you know, an organization? An agency to kind of help us with this campaign, like even those kind of larger than one individual consultant, but still outsourced project still using a process like this because if you can tell them nothing but what you want to dio teo to meet your goals, then you will have at least serve yourself well, instead of trying to anticipate all the things that they might be thinking, you know, you’re hiring either the staff person or this contractor, this consultant because they know more than you on those topics, so let them no more than you on those topics and really be clear about why you want to do those projects, why you need them to do this work anything else around the job description or i think we should move to starting to interview people. Yeah, let’s, start interviewing people. Let’s go. All right, so we’ve got these resumes, and of course, we’re now scanning them based on what our needs are making sure that we’re not we’re not getting attracted by shiny things on resumes that have no relevance to what we’re trying to do and what we’re trying to achieve. Um, okay, we were bringing people in and they’re a lot smarter than us about, about the things that we’re trying to hire them for, yes, we’re gonna do so i’ve seen a few different, uh, tactics work well for organizations that really depends on your comfort level, i think, but remembering, of course, that most often or organizations are kind of small enough that the person they’re hiring, whether it’s, a web person or a night person, etcetera isn’t reporting to another technical person, you know, they’re still going to report to maybe the executive director so not feeling that that person has to kind of opt out of the interview process because they don’t know the language again, they do know what all this work is going towards on, so they still should be a part of this interview process, especially the the manager, whoever that will be. But i would also encourage people to participate in that interview that art are probably not technical, but will rely on this person, you know, ensuring their systems their great, the development or fund-raising manager is often a great person because they maybe our technical, maybe not, but in many organizations they’re the one’s touching. The database the most and if you’re hiring a technical person who, you know, maintaining that data basically part of their job again, they might not be the most technical person on staff, but they probably have a deep investment in this tool, working well for them so that they can do their job. So bringing those people in that really care that the tools work well will help in the interview process because, again, even if they don’t know the language, they will be able to test out what it’s like to talk to this person they would be working with, and if they feel like, you know, they can talk to each other, even if in different languages and still get their points across it’s much better to figure that out and kind of have a feel for what? Talking and working with each other would be like in the interview process than it would be, you know, on day one when they’ve hired, and they’re just getting to meet and realize they can’t talk to each other right versus the she’s kind of condescending to me or, you know, right doesn’t really get me and yes, because you are going to be talking day to day once the hyre is made. So how does the person translate what they know the brilliance that they have in there in their niche of technology to the rest of us who were going to be using this technology and hoping it’s all going it’s all gonna come together and talk to each other? Exactly. And i like that you use the word translate because i was also going to make a suggestion kind of the other side that i’ve seen folks take in the interviewing process is to find someone that’s kind of a translator or ah, liaison. So reaching out either to a local non-technical group, you know, look, look on meet up, there’s. Probably a ton of groups in your city, whether it’s a non-profit tech related group or just, you know, maybe if it’s ah, web person you’re hiring for and you know that you use droop a ll contacting the local grouper droop a ll user group on dh just saying, hey, we’re hiring someone we would love it if we could spend ten minutes on the phone, you know, i was a volunteer from the group just to help us make sure we have the best questions for this interview, and that way, you kind of bounce the questions that you want to ask, you know, shared the intention of the question and had someone who isn’t. They have no, you, no stake in the game. They’re not applying for the job. They are not part of your organization, that they can say, you know, that’s, probably not the best way to ask it. Or, you know, if i was doing this, i would say it this way so that you feel confident going in your questions, meet your needs, and we’ll speak to this kind of technical component. We gotta go out for a way to go out for a break. And, amy, when we come back, we’ll keep talking about maybe testing and and some onboarding we’ll get that in just a couple of minutes. Stay with us. You’re listening to the talking alternative network. 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. We look forward to serving you. Treyz. Talking alternative radio twenty four hours a day. Hi, i’m bill mcginley, president, ceo of the association for healthcare philanthropy. And you’re listening to tony martignetti non-profit radio. Big non-profit ideas for the other ninety five percent. Oppcoll all right, amy, where? Ah, we’re past the interview stage and ah, we want to well, yeah, we’ve we’ve decided that we want to move forward with a couple of candidates and, uh, test their skills. How are we going to do this? Well, there are a few different options i’ve seen organizations who, when they’ve kind of brought on that translator to discuss, you know, what air the best interview questions that we could craft for our specific a job and organization that they’ve also said, are there some tests that could go with some of these questions or, you know, ways that you would suggest we do this and they get it? It really depends on kind of the suite of skills you’re looking for, but i’ve also seen organizations really successfully say cash, we have this board of directors and a couple of them, you know, workin in larger organizations that have an hr department. Could we ask you to tap your hr department and see if they have a standard set of questions or a standard? You know, couples sets of tests that they’ve used in hiring on dh we can modify those and that way. You know, it’s been used towards success before on dh most, you know, most boardmember zehr happy to say, sure. My h r department will share some of that. Are these are these written tests are online tests. Have you seen i’ve? I’ve seen things where it’s online. It would be usually directly following the interview. So we’ve had the interview. You know, we’ve all been at the table talking, and now, you know, way have ah, laptop set up with this page. And can you, you know, walk us through how you would? Okay, as part of you know, okay, it’s, part of an interview. Yeah, okay. And and that so i would say, even if you don’t have a kind of technical components test, you know, tio assess that side of the skills. One of the most i would i would say important test to include in that interview process is to have identified from your staff what staff consider to be, like, emergency all hands on deck with a technical issue. So for many organizations, that means, you know, it’s, our end of year fund-raising campaign. And the donation page is not working, you know? Donate now. Button isn’t working, we just sent out an e mail to ten thousand people and donate now doesn’t work that’s like critical all hands on deck. This is an emergency, and so in the interview, actually sharing, you know, this would be an emergency tow us on dh staff would would be communicating in-kind of a crisis mode style walk us through if you came into the office that morning, you know, you walked in the door and a bunch of staff were right there and said, oh, my gosh, the donation pages down the donate now button isn’t working. You have to get this fixed right away. What would you d’oh? And if you have a candidate for your job, you know, start coming back with very technical language, even in the interview, you can anticipate that’s how they’re going, you know, talk in that moment and if staff immediately feel like, well, i’m not getting information, i need him, i’m still frustrated, i’m still in crisis mode, i don’t know what’s happening, you know, it’s probably a good measure of what it would be like if instead they’re saying, great, this is exactly what we’re going to dio this is how long it’s going to take, you know, this is when we’re going to be able to know if it’s thick and people feel like, okay, i know what’s happening, even if i can’t fix it, someone is fixing it and it’s going to be okay, you know, it’s it’s an easier way to deal in that actual crisis and maybe a better way to talk through kind of a test quote unquote, in an interview without having to set up non-technical, you know, actual demonstration, okay? You said there were a couple of ways of going about this any any others? Is that it? Is that it? Okay, so let’s say those were probably the most frequent that i see they’re, you know, talking through a situation or including something technical, you know, actually showing them some systems and seeing if they i would say looking that the systems is i’ve at least seen it happen more often when organizations have a little bit more of a custom set up, you know, they’ve done a lot, teo modify their database or they’ve got a website kind of cms that custom to them, and they want to see you know, hey, you probably not seen this before because it’s kind of our set up, why don’t you poke around and let’s see how it goes? We just have about a minute and a half left for for onboarding you have some advice about bringing somebody in? Yeah, i think that there’s this sometimes organizations have this feeling that they’ve hired this technical person because they’re totally different than everyone else, and they’re just going to go sit at their desk and be technical and somehow do everything all by themselves. But ultimately what that means is they’ve never been oriented to what everyone does and why they do it and why they need to be maintaining these systems the way they are. So i would say, onboarding needs to really focus on including this new technical hyre in all kinds of team meetings, campaign meetings, anywhere where they can really be exposed to the way folks, we’re talking about the tools they used, and they’re able tto learn oh, that people don’t know that we could really set up, you know, the database to do that report for them. I can i can help here so they feel. Like they’re a contributing part of the team and not just someone kind of keeping everything running in the background, we’re going to leave it there. Amy, thank you very, very much awesome, thanks so much for my pleasure. Amy sample ward dot org’s is her sight. And on twitter at amy r s ward, she’ll be back next month. Don’t worry next week we have two more interviews from ntcdinosaur non-profit technology conference. I have a ton of great guests from there. I’m going to pick two more for next week. If you missed any part of today’s show, find it on tony martignetti dot com small and midsize shops remember generosity siri’s seven one eight five o six, nine, triple seven or generosity siri’s, dot com our creative producers claire meyerhoff, sam liebowitz is the line producer shows social media is by julia campbell of jake campbell social marketing and the remote producer of tony martignetti non-profit radio is john federico of the new rules are music is 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. Yeah. They couldn’t do anything, including getting dink dink, dink dink. You’re listening to the talking alternative network waiting to get a drink. Nothing. Cubine are you stuck in your business or career trying to take your business to the next level, and it keeps hitting a wall? This is sam liebowitz, the conscious consultant. I will help you get to the root cause of your abundance issues and help move you forward in your life. Call me now and let’s. Create the future you dream of. Two, one, two, seven, two, one, eight, one, eight, three, that’s to one to seven to one, eight one eight three. The conscious consultant helping huntress people be better business people. Hi, i’m ostomel role, and i’m sloan wainwright, where the host of the new thursday morning show the music power hour. Eleven a m. We’re gonna have fun, shine the light on all aspects of music and its limitless healing possibilities. We’re going invite artists to share their songs and play live will be listening and talking about great music from yesterday to today, so you’re invited to share in our musical conversation. Your ears will be delighted with the sound of music and our voices. Join austin and sloan live thursdays at eleven a. M on talking alternative dot com you’re listening to talking on turn their 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.

Nonprofit Radio for November 1, 2013: When Leaders Leave

Big Nonprofit Ideas for the Other 95%

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Priscilla Rosenwald: When Leaders Leave

Patricia Rosenwald photoYour CEO has been recruited away for a dream job. Where does that leave you? Priscilla Rosenwald, co-author of “When Leaders Leave” wants you and your board to plan for leadership transition long before it’s announced.

 

 

 

 

 

 


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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 friday, the first of november twenty thirteen oh, you know that i hope you were with me last week. I’d be forced to endure falik yah leitess if i came to learn that you had missed dr seuss stories, what khun green eggs and ham teach you about digital storytelling? Kelly jarrett with blackbaud had tips for each step of the story arc and lots of great storytelling examples and fraud protection. Melanie morton, manager of blackbaud forms, explained where you may be vulnerable and had a limit your liability for nefarious deeds like check fraud. Both of those were recorded at bebe con this past year. I just last month this week when leaders leave your ceo has been recruited away for a dream job. Where does that leave you? Priscilla rosenwald, co author of when leaders leave once you and your board to plan for leadership transition long before it’s announced she’s with me for the hour on tony’s take to roughly halfway through my thanks to two very loyal listeners we are sponsored by rally bound software for runs, walks and rides they are at rally bound dot com it’s. My pleasure to introduce priscilla rosenwald. She is the co author of when leaders leave she’s an executive recruiter. She and her co author have the site transition works dot com where you’ll find their book. Priscilla has a long history in executive recruiting and board recruiting. Priscilla rosenwald, welcome to the show. Dying. I’m delighted to join you. I’m glad you could thank you from philadelphia, right? Are you in philadelphia now? Yes. I love philly. Um, leadership changes these thiss can have a very big impact on on staff, on boards, on organizations. What? What was the impetus for your book? The evidence for the book was all the experiences that my colleague and i were having being called into organizations when the crisis already occurred. Either a long term leader had given notice on the organization was not prepared for that. Or really, there was a lot of turmoil with a founder and no ability to think about how to have any staff step up and run the organization when the founder exited. So we kept hearing these stories again, and again and again on i thought that if we gave people from guidelines in some steps tow, walk this difficult road, we could make it a lot easier and a lot of scary. As you mentioned, this could be not only a founder, but also along longstanding leader absolutely it’s really about ah, high profile leader who’s really so identified with the organization that everybody thinks of that leader synonymous with the organization, so it may be somebody who didn’t the role ten years, sometimes it’s someone that’s in the roll twenty years and often it’s the founder who certainly the respected respected leader who’s been there a long time, and nobody can imagine the organization without that person. What are some of the other symptoms that we find when there’s one person who had who has this disproportionate power over the organization? Well, often there’s a board that they’ve selected often the board to firms to that leader? So the board often step up in terms of governance, often the talent the organization has not been cultivated, so really it’s, not often a strong leadership pipeline, and the other piece it gets a lot of organizations into trouble is that high profile leader is often the face of all the thunders, so everybody’s terrified that if they leave, the funders really don’t know the organization and won’t fund projects, it won’t fund a mission, and when we have this board that was put in place by the founder or longstanding leader, then the decision making is all pretty much centralized around one person, right? And the board is like rubber stamp pretty much like that. The board doesn’t often ask enough questions are also get enough information there. They’re thinking that they’re being very responsible, but they’re often missing a lot of information to help them be more strategic. You talk a lot about aligning the organization legacy and the leaders legacy and, you know, of course we have the full hour, so we have time to flush these things out. But but what? What what do you thinking, their organizational leadership legacies kapin way think that’s a conversation that rarely happens. So when i when i talk about legacy, i really mean where the leader is thinking, they want to take the organization what impact they wantto have on the organization and then what impact they want the organization tohave so it’s really the impact, their personal impact and really the organization’s impact during their tenure. Okay, so aligning these things and that sounds like it involves a strategic planning process. Haha it does involve a strategic planning process. Um, however, i’d be curious to know how often in strategic planning these issues are actually discussed. So certainly legacy comes up rarely on the other piece that i wanted talk about that ties in with legacy is also succession planning. Yes. Okay. And you also make the distinction between succession planning and transition planning? Yes. Okay, you make that okay. Why don’t? Why don’t you just generalize that and we’ll have time to go into that detail also. Okay. So succession planning if it’s working well for an organization is an ongoing process, succession planning can actually even start as soon as a new leader is in place. Because it’s really continual planning and it’s really about talent management. It’s really growing the talent of the organization and making sure that the organization, um, is growing in line with the challenges that it’s facing so it’s a much more strategic approach. There is something that we call emergency. Succession planning and every organization needs tto have an emergency plan in place if the ceo is the chief executive, it’s called away for a project, has a personal reason to be away for three to six months. So you do need an emergency succession plan, but that’s not the strategic succession plan. Okay, and then, you know, i mean, you’re laying out different long term plans. We’re going to have time, you know? I don’t want you to go too much detail now because we’re going, going, going to come back to you, but try to get a bunch of things, just lay some, lay some ground for for for everybody, all right now transition planning. What is that? Ha ha! So transition planning is put in place once the leader give notice that they’re leaving or decides to leave, some leaders decide that they’re going to retire in a year, and then the transition place the transition planning get started sometimes there’s not a lot of lead time, but that’s really how the organization is going to manage through the transition to search. And then what happens when a new a new leader is hyre okay, and so that’s the that’s what we’re going to execute when we know that there’s going to be a transition great. And we have the plan in place. That’s transition planning. Okay, so we have succession planning. We have transition planning. Um, you, uh you have ah, terrific example in the book of a, uh a phoenix arizona charity, having having done this successfully, the alignment of the of the legacies, right? Can you share that? Yeah, that was that was really a unique situation in that there was a founder who new they were ready to step aside but didn’t want to completely leave the organization, and they were really highly identified with all the thunders. It doesn’t often work. Tohave a founder stay involved with the organization and a new executive come on board. But with some work on the on the part of the board and on the part of my firm, we were able tio positions the founder tohave a narrowly defined role in terms of funding and cultivating the donors, and allowing the executive director to really take over the leadership of the organization in terms of the mission of the organization in terms of their eyes. That can see in terms of their they’re patient work on dh it’s been two years and now, yep, the founder is gradually and gracefully exiting. Okay, now we have just about a minute before a break. Can you just give our overview before we go to break? What? What? That process was between the oncoming ceo and the founder. So what made it work was a lot of very transparent conversations with the founder board meader ship and the incoming executive director in terms of being very clear about rolls and expectations for each of those people. So the founder that was stepping aside and the new executive director that was coming in very clear expectations that we constantly revisits about how they were communicating and who was responsible for what and having the board step up. The board also had a move from being a founder board into growing members of the board who weren’t all selected by the founders. So all these things were happening parallel and it’s really been it was really to your process. Yeah, and it sounds like some difficult conversations we’re going. We’re going to go to a break when we come back. Priscilla rosenwald. And i will keep talking about this will flush out some of these difficult conversations and and help you get these long term plans in place. Get and get at least get started. Stay with us. Talking alternative radio twenty four hours a day. Do you need a business plan that can guide your company’s growth? Seven and seven will help bring the changes you need. Wear small business consultants and we pay attention to the details. You may miss our coaching and consultant services are guaranteed to lead toe. Right, groat. For your business, call us at nine. One, seven, eight, three, three, four, eight, six zero foreign, no obligation. Free consultation. Checkout on the website of ww dot covenant seven dot com are you fed up with talking points? Rhetoric everywhere you turn is last. All right. Spin ideology. No reality. In fact, its ideology over in tow. No more it’s time for action. Join me. Larry shot a neo-sage tuesday nights nine to eleven easter for the isaac tower radio in the ivory tower will discuss what’s important to you society, politics, business and family. It’s provocative talk for the realist and the skeptic who want to know what’s. Really going on? What does it mean? What can be done about it? So gain special access to the ivory tower. Listen to me. Very sharp. Your neo-sage tuesday nights nine to eleven new york time go to ivory tower, radio dot. Com. For details. That’s, ivory tower radio cop everytime, was a great place to visit for both entertainment and education. Listening. Tuesday nights nine to eleven. It will make you smarter, buy-in. Hey, all you crazy listeners looking to boost your business, why not advertise on talking alternative with very reasonable rates? Interested simply email at info at talking alternative dot com. Welcome back to big non-profit ideas for the other ninety five percent. Priscilla rosenwald is co author of when leaders leave and that’s, we’re talking about leadership transition planning for leadership transition, priscilla, we’re not talking about bad, bad, bad happenings the leader get it gets hit by a bus, how come we don’t use don’t come you don’t use that in the book that’s such a doom and gloom scenario that whenever that expression comes up, people usually get scared, and i don’t want to continue the conversation, so i know it’s very popular. It’s not a conversation starter for us, so we don’t usually begin discussions about succession planning or transition planning with that expression. Okay? So on the positive, it could be that, as i said in the intro, your leader gets recruited away to a dream job or some some fellowship or research opportunity that they just can’t pass up, right? Or what we find also is that a lot of leaders find it there’s still another career left to them, you know, they run this organization, they’ve enjoyed it, but it doesn’t have to be the only success they have in their lives, so they’re starting to think about another way that they could do something different some people want, oh have an academic teaching roll. Some people decide they want to leave and have a consulting practice. So planning for that and having the conversations about that are often what’s really challenging and isn’t the case that some some leaders don’t know how to get out, and then they may have these desires exactly as you’re describing, but they don’t know how to make the move. That’s correct? One one thing that we did here in philadelphia is my colleague and i had an ongoing round table with executives that had been in their roles for a minimum of ten years to talk about how they were positioning the organizations and, you know, having succession conversations, and it was an ongoing group. A lot of the leaders did decide that they were ready to step aside from the organizations, and some of the leaders decided teo reevaluate their role and really reposition the organization. So not everybody decided that they wanted to exit, but everybody used it is a launching pad to think of their legacy and how they wanted their organization to drive. And also how to engage their board differently? Yeah, okay, that exactly. So then i was going to ask you. So what were the next steps whether whether they had decided to leave or or or not, but they were reevaluating what’s the next step after they’ve done the introspective work? Ha! Next step is really looking at two things. One is looking at the board talent and the other one is looking at professional talent, so really making sure that the board has a pipeline of talent there really a succession planning its board level so the board is really engaged in a strategic way and very knowledgeable about the needs and challenges to the organization and ways that other board leaders can step up and work with new people, said it’s, a very tight partnership between the board chair and the high profile leader. So it’s a way to really get boardmember to be more involved in the leadership on the staff side it’s really looking at hell, they’re cultivating talent, so making sure there’s opportunities for staff to grow their skills have more visibility and the other piece it’s really critical that i don’t want to overlook. It thunders that’s often the place where the organization’s really run into difficulty when there’s a transition and that’s it. They haven’t really allowed funders to really need other staff in the organization, and they don’t have a transition plan for how the ceo is going exit and the funders will remain engaged. Okay not-for-profits report, okay, now we’re crossing over into but when we’re talking about the board and the staff and cultivating leadership within that’s, the succession planning, right? Isn’t that part of really kicked into high gear when the transition planning? Right? Right. Okay, but i’m trying to segregate the two so well, so we don’t confuse people. And so i wantto we want to deal with the succession planning part first that’s where we were that’s where you were, you were leading with the board and the staff is that is we’re trying to cultivate leadership and talent from within. Is that right? Okay, how do we do that? How do we identify the right one people? Is this picking one person? You’re going to be the successor? How is this done? My favorite question. No it’s. Not about selecting the successor. It’s really looking at? The people that are in leadership roles, from mid management through senior management and looking to see if people are really having enough opportunities to coach, too. Teo delegate to really move into some of the leadership aspects that the ceo is having, and it’s also incumbent upon them to pass down some of their leadership opportunities so that more people can step up and share leadership with them. So it’s also promoting more transparency around decision making in the organization. So everybody really feels like they’re engaged in the leadership. So it’s, not one person, um, pipeline down to the team in and down to the frontline staff, and this is bored and staff working together in this process, right, absolutely bored working together, okay, we have to put some ego aside. This is. This is very difficult stuff, isn’t it? This is hard stuff. All right? How do we how do we get the founder? Our longstanding leader to start toe advocates? Um, responsibility delegate on dh put that ego side what’s what’s that gonna circle back to what we talked about before. And the conversation that we find most valuable is getting go, the founder of the long term leader to really think about their legacy. And if they start to think about the legacy, their own legacy and the legacy they have for the organisation, it sometimes triggered them. Think about planning and what they want to put in place. Because then they have to put a long range perspective on, you know, if they’re looking thing more short term or more tactical, they’re not off. You’re thinking about their legacy, how they want to re remember. You know what impact they want the organization tohave what credit they want to get for it, okay? And that’s that’s all wrapped up in their in their in their ego but it’s a way to support their ego but helps them think about how their ego translates into the sustainability of the organization. Excellent, excellent. And where does this conversation originate? Is it with the board bringing it to the ceo? It actually does originate at the board level. I mean, sometimes the ceo will start that conversation because you had your because you had your group in philadelphia in our group that was theo’s issues, but it’s really at the board level where that conversation has happen. Here’s here’s one of the problems so i don’t wantto in any way make this sound like it’s easy. The whole conversation of succession often raises a lot of red flags, and ceo thinks that it’s a race, the conversation, then the board thinks they’re ready to leave on the board, thinks if they raise the conversation than they’re telling the ceo that they, you know, they want them to exit if it’s done on a regular basis of succession, conversation is happening at the same time that strategic planning it’s happening, then it’s not a one time conversation, and then it takes some of the sting out of the conversation. It normalizes it. So then we’re continuing to think about developing the ceo and how they’re developing the staff of what it looks like for the organization going forward. It’s not a one time oh, my god, we haven’t thought about what’s gonna happen. Excellent. Yes. That’s. Very good. That’s. A very good point to make and see. This is this is why i love non-profit radio. Because if we were giving you fifteen or twenty minutes, well, everybody gets at least twenty. But we’re giving you twenty minutes. You know, we wouldn’t be able to get to that to that point of of how difficult, how it’s perceived when either party raises the conversation, but because we have an hour together we get we get to flush this out. So excellent. Thank you. All right, so i want can i point out an example, there’s an example in the book. Okay, well, first of all, every every case study in the book is actually based on our work, but i hope so. I hope he’s not made up my god of dramas don’t know they’re all real, but i worked with a young ceo and they’re sitting there’s a case study about her in there. And from the time she walked into the organization, she talked about succession planning. She said to them, you know, i’m still early in my career, i’m not going to stay here my entire career. I want to be very clear about that, but i’m going to say for a long time and i want to put things in place. So starting with the beginning of her tenure, she constantly talked about succession planning and constantly looked at her legacy and what she was going to do for the organization made amazing things happen. They made some financial decisions, they made some facility decisions, she actually positioned the organization, so when she left, they supported her, they applauded her, they were ready for her successor and she’d been there under ten years. That’s that’s got to be rare with ceo talks about succession planning at the beginning of their tenure, but but it sounds brilliant. It worked for her, and she continues to have a really high profile career in the reason and that’s, another way of, i guess, securing for the board that this isn’t because i’m ready to leave. I just got started, you know, i’m in my first couple of months here, but but we have to plan for when i do leave, right? So how does that make it easier for the board, tio tio here. Well, if if the conversation is less about the person and more about the organization, then it’s much easier conversation have. Okay. Okay. You know, our ideal is to take it away. You asked about egos. We don’t want this to be ego driven. We wanted to really be driven by what’s. Good for the organization. And i don’t want to leave people with the thought that well, i’m the executive director on i’ve been here two years and i didn’t start the succession planning discussion when i started. So it’s too late now, it’s tze not too late, but later. Yeah, okay. And as you point out, make it about the organization. Okay? Is there a is there a committee of the board that should be dealing with this? O r? Is this a full board activity? How do we implement this success in planning process at the boardmember? Great question. So it’s usually may have different names, but on the board it could be the governance committee. Could be the strategic planning commitee. Yeah, sometimes it’s rolled into the nominating committee. But it really is at a committee level. And at that committee there really should be at least one member of the executive team involved, okay? And our succession plan is this this’s a written document that, of course, like a strategic plan. We keep revisiting it’s, not like you put on a shelf. Forget it, but is this is this a written document? It is that the outcome. It is a written document that exactly get revisited along with the strategic plan. So it’s continually revisited in terms of where we’re going, with success in how are the rolls changing of the senior leadership? How is the role changing of the ceo? You know, maybe they started with everything on their plate. Maybe they’re starting to share responsibility, maybe they’re starting teo grow their team. Maybe they’re sending more people out to be the face of the organization, so constantly revisiting that and i want to get back to how important it is for that also happened at the board level, the succession planning it’s really happening concurrently with the board and with staff? Yes, and that i wanted to move to the staff right now. Perfect, because they’re they’re an integral part of this. Um, are they are they involved beyond the it sounds like they are beyond the cultivation of their talents? How is staff involved in this succession planning? Well, they’re really constantly involved because they’re constantly involved in coaching. I say that again and again could supervising and coaching or not one in the same so it’s their role to be coaching talent. Um, it’s really up to them to be part of joining in the decision making, it gives staff the opportunity. Tohave more transparent conversations with chief executive it. Really changes the tenor and the tone of of the leadership of the organization because it means that all the things that could never be talked about publicly now could be talked about. You know, what happens if and let’s think about this and, you know, talk about worst case scenarios, planning for success, planning for challenges, it’s all on the table. Excellent. Okay, as you said earlier, open open conversations, transparent, but but difficult conversations. How do we how do we execute these conversations at the staff level? We having having meetings about succession planning? We’re doing this. I know it’s. I know in general it’s ah it’s ah, conversation with the board. But we’re doing it at board meetings and having staff come. How do we execute this for the staff on nice question you love my questions. I’m i’m pretty pleased myself. So people do it’s not our world, to tell people how to do strategic planning, but usually success full strategic planning, engaging staff as well as the board. So the staff for part of the conversation at the strategic planning level and then and it may cast k down, so it may not be the entire staff, but it may be representative to the staff, but if the staff are engaged in the conversation and it’s easy for them to be part of the follow through and part of the planning if it’s just handed down from the board, it’s really much more challenging for the staff to take a role in it? What if? What if we already have our strategic plan in place? We just we just wrapped it up earlier in twenty thirteen, and we didn’t include succession planning as a part of it. Another good question you wrapped it up, but you wrap it up as a couple of year plan. So it’s a it’s a three year plan, for instance, so the first time you revisit it, so you’re going to revisit a tier one that’s a perfect time to then have the succession plan in conversation. So there’s always windows to commit and have this conversation. And i want to say that i don’t expect that every organization can do this by themselves. It’s all facilitated process, you often need an outside consultant help you have some of these challenging conversation, so i don’t expect the ceo of the boards here to be able to easily step up and lead this. But once the consultant comes in and get the process going, i think the organization can can take their cues and manage it from there. And that’s, typical of strategic planning, generally that’s, the way it’s done. All right, we have to go to another break when we come back. Tony’s, take two. I have two very loyal listeners to thank, and then priscilla and i will continue talking, and we’ll move from succession, planning to transition planning. Stay with us. There e-giving inventing the tubing, getting dink, dink, dink, dink. You’re listening to the talking alternative network waiting to get in. Nothing. Cubine 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, too? He’ll call us now at to one to seven to one eight, one eight, three that’s two one two, 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. Hi, i’m ostomel role, and i’m sloan wainwright, where the host of the new thursday morning show the music power hour. Eleven a m. We’re gonna have fun. Shine the light on all aspects of music and its limitless healing possibilities. We’re gonna invite artists to share their songs and play live will be listening and talking about great music from yesterday to today, so you’re invited to share in our musical conversation. Your ears will be delighted with the sound of music and our voices. Join austin and sloan live thursdays at eleven a. M on talking alternative dot com. You’re listening to the talking alternative network. Duitz durney i’m chuck longfield of blackbaud. And you’re listening to tony martignetti non-profit radio. Big non-profit ideas for the other ninety five percent. Tony’s take too. There are two people that i want to thank very much. I met high energy judy i dubbed her when i hosted a breakfast panel a couple of weeks ago for the association of fund-raising professionals here in new york city, the subject was creating a culture of philanthropy throughout your organization, in business offices and program department’s way beyond just the fund-raising office and, um, judy is a high energy judy, a trustee of a nationwide charity, and she does what i really hoped that boardmember listeners will do. She shares the shows with the staff of the organization when she thinks they’re relevant to their work and that’s that’s what i have in mind as as i’m producing this show for our boardmember listeners that everything isn’t relevant to your organisation, but what is i hope you are passing on, and if you’re in the organizations which most of our listeners are, i hope your your board members are filtering things to you and obviously that you’re thinking on your own that different topics are relevant to your work. But judy was just a perfect example of what i hope boardmember sze are doing as as you are listening, she was also very generous with her compliments of the show, and she had great passion for the charity registration work that i talk about sometimes and that i do in my own consulting. So judy, i didn’t you didn’t have a card, but i always have car. I gave you one of my cards. I offered you half a dozen, but you only took one. Please get in touch with me. I’d love to be in contact with you, judy. And it was a pleasure to meet you. Also eric anderson, eric blog’s at donorsearch reems dot wordpress, dot com and eric wrote a very complimentary post aboutthe show it was called have you discovered non-profit radio yet? He loves the show. He included links to some recent shows linked to the itunes paige. And in his blogged he asks, who is this martignetti guy i love that it was it was very sweet and it was really also very complimentary of the show. And eric, i thank you for introducing the show to your followers on your block and his block again is donorsearch reems dot wordpress, dot com high energy judy eric anderson i thank you very, very much. I’m grateful for your support and regular listening, and that is tony’s take two for friday, first of november forty third show of the year. I can’t give life listener love again, i’m i’m, i’m out of the studio, it will have been about three shows in a row out of the studio, but i will be back, but all the live listeners, you know, where you’re all from and if you’re not from one place, you know, while the other live listeners because i’m always sending so much live listener love, so we know we’re well represented in asia and all those very popular listening states throughout the country. I’m not going to regale you this this week and also, of course, podcast pleasantries very grateful to have all the podcast listeners. Thank you for listening, priscilla let’s, let’s go to yeah, you’re with me, right? I’m with you and i just wanna have mentioned a word that i think is very critical and we haven’t talked about in the first part of our discussions going that word has changed and that really underlies the reason that we wrote with leaders leave and that really underlying the critical issues. So it’s really about helping organizations constantly think about change, be prepared for change the position for change on dh no one knows what the change is going to look like. So it’s a matter of organizations being nimble and putting some of these systems in place. All right, we’re going to talk about the second recommended system or plan moving from the longer term succession planning to the transition planning. And why don’t you remind us? How is this different than the succession planning? So transition planning is put in place once it’s clear that the ceo chief executive is going to be deporting the organization whatever that time frame is, as soon as it’s clear that that train is in place than that the succession planning moved into actual transition planning. Okay. And to make sure that this train does not end up in a train wreck, right, we have a transition plan that’s in place long before we know that there’s going to be a departure. Okay. Right. What? How do we initiate this transition? Planning process so way mentioned this before we have a board committee that’s involved in the transition? Okay, same committee. So there’s a committee there’s a beginning of preparing which staff are going to have leadership will storing the transition? Um, you begin to do the communications about the transition of the chief executive, and you also start to stewart the funders. So the thunders air in place of the thunder start to understand that’s going to be a change in the organization. And i mean individual thunders institutional funders. Nothing is harder for an organization in terms of their long term growth that when a funder find out suddenly that the chief executive is exiting and they weren’t prepared for it, and they get very nervous about their support for the organization. So stewarding the thunder is an important component of your fund-raising professionals will agree those those fundez maybe individual or or institutional when you say fundez you just mean institutions, right? Ok, now you had made the the point. I’m a little confused the earlier that we’re not in the succession plan. We’re not naming the successor now by the time we have to execute our transition plan which again time stands it’s and it’s been in place for a while, but now we have to execute it now. It is time to name a successor. It is, isn’t it? Not necessarily. Okay, well, maybe that’s my confusion. Alright, no, i’m helen it’s a valid confusion success in planning doesn’t necessarily mean identifying a successor. That means identifying a talent pool that can manage the organization. Sometimes there is talent that emerges to be the successor, but it’s much harder to put that responsibility of one person through lots of reasons they might get recruit away in the process or sometimes there they don’t have the right competencies to move into the leadership role. What we see sometimes is the number two is offering operations person, and they do operations really wonderfully, and they get tagged to be the successor, and then they get into the role of being the face of the organization. They’re not comfortable being the things of the organization, they’re not comfortable doing the fund-raising and they may not be comfortable moving out of their operations roll so it’s much harder to identify successor didn’t let that process happen organically, through the transition and through the search process. What are we announcing then, as we’re executing our transition plan? We know there’s going to be a change in leadership. What are we announcing about the the successor or the plan to get to those? Thank you were announcing you love my questions. I’m sorry. I said you love my questions are great communication is about the stability of the organization during the transition. So that means there is a sense of timing for how long the incumbent is going to be there. And it also means often when they’ve been a long term leader or founder identifying an interim executive to be in place in the organization while the recruiting process is happening, it provides a lot of stability to the organization, and it also gives the staff and the board have time to deal with their issues of grief and loss. Because if there’s been a beloved leader, people need that time tohave, um, to catch their breath, to deal with their issues of law and then be prepared. Teo, accept and support a new leader. The role of an interim executive director now are you? Are you recommending that there be an interim person between the last day of the founder or longstanding leader on the beginning? The day the first day of the successor ceo. We always recommend that. D’oh. So so it’s. Not good, it’s. Not good for it in part of the transition. So it’s not good for the person to stay for the ceo to stay until the successor begins. It’s not ideal. Okay, it’s. Not ideal. And the other thing. And thank you for asking that it is. Boards often won the long term leader of founder to not just stay till their successor comes, but stay around and shepherd them through all the systems and policies and introduced him to everybody. Um, you know, i sometimes like in this to a marriage, um, and it’s really hard, if you know, if the husband gets married, has a new wife. And they think the ex wife really has to stay in the picture to talk about how everything happens. It’s something harder. So it’s much better that the high profile will well respect the loved chief executive founder gets a lot of accolades that there’s a public event to honor them, that they get a lot of support during their transition. So they leave feeling have be uncomfortable. And that their successor can come in with a clean slate and that the board looks to the new leader and doesn’t keeping deferring to the former leader. And you recommend that in between there there’d be an interim executive director or interesting in terms? Yes. I’m sorry. You said what i said. I recommend that and more. Okay, i recommend that with a caveat. And the caveat is that the interim executive director bia hyre professional and not the board chair and not usually an acting staff member. And i’m gonna tell you why, okay, but there are okay, we’ll get to the y in a sec, but i just wantto make sure people understand that there are consultants that act as interim executive. Director’s? Yes. There’s, always the pool’s consultant. Sometimes their former executive directors. Um, sometimes they’re people who had leadership roles, and they’re perfectly qualified to come in and serve in an interim capacity. Okay. And now the why you had mentioned a grieving and mourning process. What more you want to say about the why? There should be this interim person it’s partly to deal with the grief and loss. Sometimes, if there’s been a founder long term leader. They haven’t made tough decisions about staff rolls, and often the interim can come in and do the work in the organization prepare the successor to be successful. You don’t really want to hire the new leader to come in and have to do the dirty work that was left over from the former executive. They shouldn’t have to come in on dh deal with challenging employees that should all be done during the interim. The organization has a fresh perspective and is ready to move forward when the new leader comes in. Excellent, very inter treyz thing. And how long do you what what minimum do you recommend for the interim? So a minimum of three months, probably a maximum of six months. Okay, okay. And they have to they have to do some really dirty work, but we all know that they’re going to be leaving. So that legacy of dealing with the challenges which, you know, i think we’re talking about they’re firing people, reorganizing things like that. That, yes, looking scrupulously at finances right now, that’s all done by the interim person who is going to leave in three to six months, right? So they can make some of those hard decisions and ray’s heart issues that may not have happened during the long term leaders tenure. Excellent. Okay, now i don’t know. I don’t think most organizations planned this way. Do they have, isn’t it? Most organizations hyre an interim, and they’ll name someone probably internally, because the timing just works that way, they kind of default into it. Yes, okay, well, you could say in what happens, that’s, really, why we’re very big fans of planning. So if there’s a plan in place, then you can think about what happened, what they anticipate and that you’re never caught by surprise. Okay, okay. We’re going toe. Take a break. And when we come back, priscilla and i are going close this topic a little more on this. Very interesting, the interim, the interim ceo. So stay with us. Dafs you’re listening to the talking alternative network. 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. 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. Talking alternative radio twenty four hours a day. Welcome back, priscilla. I’m really thrilled that we got this made this point about there being an interim person as part of the as part of the plan is part of the transition plan. Absolutely. And you brought in earlier the topic of the funders let talk about that. What should the interim person be saying to the individuals and the institutions that are supporting us? So that’s part of the communication plan? So there’s a communication plan that should go out so the head of development should be working very closely with ian from executive director and the board chair to really talk to all the donors. I’m very concerned about institutional donors because i see a lot of foundations often put funding on hold when there’s a leadership change, so talking to them assuring them about what, how smooth the processes so they understand that there really is a process that the organization is being will manage during the transition seems to make a big difference for funders talking to individual donors about the mission of the organization and moving it from the profile. The leader to the work of the organization really sets the stage for the new leader to commence if you have these succession and transition plans in place, should you share them with institutional funders at the time that you’re making the proposal just toe say, maybe you’re just in a short paragraph that there’s there’s been considerable planning in case there should be a leadership change during the period of your funding? Is that worthwhile? That’s absolutely critical. In fact, thunders are starting to ask for it or that you’re seeing that, yes, they’re starting to ask, what kind of succession planning is in place often old they’re concerned about is the emergency short term planning, but they want to know that organizations, they’re starting to think about it, okay? And since you mentioned the emergency short term planning, let’s, let’s, talk a little about the emergency succession plan. What is that that’s? A new emergency plan for a temporary absence and that’s really, when i say temporary it’s really three to six months of an absence of the executive for a personal issue? Or again, you know, if they have to lead a major panel or a major project, but it’s really good to be short term, so we know they’re going. To be coming back quickly? Yes. Ok, i would just say that the expected contrast with the other planning we’ve been talking about the expectation here is that the person is going to return right here. They’re going to return. They may have left for a health issues they may have left from it, you know, pregnancy we’ve so we know it’s really interim planning, all right. And what should be the parts of our emergency succession plan? The parts are whose designated to assume leadership in the axe in the absence of the chief executive. What a story they have. Um, what the process in place to contact and inform staff how you’re going in for major stakeholders like your donors, who’s going to do that communication and what role staff will have in the absence of the chief executive of the rolls are clearly going to change temporarily. So it needs to be spelled it really clearly who’s going to do what and who’s going to manage and how decision making is going to happen. And then the last piece is very critical is who on the board is going to oversee this? It could be the board. Chair or it could be another member of the executive team that’s charged with overseeing the running of the organization during the interim absence of the chief executives. Can we hire one of these outsource interim executive directors to fill this role? Or is that is that not appropriate? For some reason, i not heard many organizations deciding to hire an outside if it’s just a temporary leave. Okay, okay, because there will be an opportunity for some of the staff to step up, step up knowing that it’s short term, sure enough, right? You’re right, that makes more sense. Let’s, let’s, go back to the to the institutional and individual funders. What is the well? Is anything more than the interim executive director needs to be saying aside from the that there is a plan in place and we’re managing transition carefully? No, because after that that’s really the responsibility of the inn from after that it really full to the development professional on the board chair to continue to have conversations with their funders and to continue to make them comfortable with the transition process. And again, you’re emphasizing the board is involved in this part of the communication actually, during a leadership change, i think that’s really the most critical time for the board to step up. That’s really their role, although they do fund-raising and they oversee policy, the board’s role in a transition is the most critical role they have. Okay, so it’s not only the board chair. Oh, no, no, really it’s really the board chair is leading it, and the executive committee is taking an active role. But it’s a really important time for the board. They’re also going to be involved in the search process for the new executive. So it’s, a very critical time for the board as well. Okay, we have just a couple of minutes left and i want to ask what it is that you love about the work that you do around transition. Oh, another wonderful questions. Um i think it’s exciting to help people think about change on embrace change and go towards change rather than running away from it. So it’s, always fun to watch the paradigm shift as people really get excited to think of that change. But people fear change. So why is it you write it’s? I’m envisioning you as a firefighter. You know, everybody’s running out of a burning building. And you’re the one running in with a hundred pounds of hose on your back. Why are you running toward on dh? So so in love with what people fear so much? Uh, mostly because it’s inevitable. Um, no matter how much you trying to avoid change, it’s the only constant we can count on. So we might as well embrace it and figure out how to use it in our favor. Very pragmatic. It’s. Very realistic. Brazil. Rosenwald, co author of when leaders leave, you will find that book at transition works. Dot com priscilla, you need to be one and thank you. Oh, soon to be on amazon. Okay, you’ll find it there as well. Honey, you’re a pleasure. Oh, thank you, it’s. You not to keep well, there’s, no more chances for your tio. Thank me for my great questions, but thank you for being so gracious and loving all my questions. Yeah, it’s been a real pleasure having you. Thank you, priscilla. Thanks. Take care next week. Getting to the next level. Lawrence paige nani is author of the non-profit friendraising solution based on his work as an executive director and fund-raising consultant, he has many proven strategies to get you to the next level of fund-raising revenue that ubiquitous question, how do we get to the next level? Lawrence has the answers next week. Rally bound is a sponsor, which i’m very grateful for. They make easy to use software for runs, walks and rides there at rally bound dot com i’ve told you i’ve met the ceo way had breakfast together schnoll lee is a very nice guy and very concerned about how non-profits manage their campaigns, and so he has developed software that helps you to do that. That gives support, of course to you very easy to use dashboard, but then also support for the people who are out asking their friends to give to your campaign. So i hope you can appreciate how he is thinking about what your needs are and what the needs of your your donors are who are out asking their friends it’s all built into their software at rally bound dot com. I’ve also worked with joe mcgee there and he’s, the one who actually help you set up your campaign, so i suggest if you’re thinking about run, walk rides, look at rally bound dot com, or you could just call them. 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Nonprofit Radio for October 19, 2012: Leadership & LinkedIn News

Big Nonprofit Ideas for the Other 95%

Listen live or archive:

Tony’s Guests:

Norman Olshansky
Norman Olshansky: Leadership

Norm Olshansky, consultant and co-editor of “You and Your Nonprofit” shares his advice on nonprofit leadership. His premise is, “Everything starts with leadership.”

 

 

Maria Semple
Maria Semple: LinkedIn News

Maria Semple, The Prospect Finder and our prospect research contributor has two new offerings from LinkedIn. BoardConnect helps you find the right people to serve as board members and Reasons2Call reveals touch points for making contact with the people you want to talk to.

 

 


Top Trends. Sound Advice. Lively Conversation.

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If you have big dreams but an average budget, tune in to Tony Martignetti Nonprofit Radio.

I interview the best in the business on every topic from board relations, fundraising, social media and compliance, to technology, accounting, volunteer management, finance, marketing and beyond. Always with you in mind.

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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 and today’s friday, october nineteenth. Oh, i very much hope that you were with me last week. It would cause me pain and distress if i learned that you had missed last week’s show, which was your end campaign clearness from the blackbaud conference b be gone earlier this month in maryland, the conversation was with a panel, and they revealed tips for your year end campaign also compensation clarity. Jean takagi and emily chan, our legal team, were with me to explain how you determine what’s reasonable compensation for executives. What happens if the camp is excessive and what’s that automatic penalty that kicks in if you don’t disclose benefits? Plus we did our board role play, you’ll recall, i believe i stormed out of that meeting uh, this week leadership normal sanski, consultant and co editor of you and your non-profit shares his advice on non-profit leadership, his premises everything starts with leadership and linked in news. Maria simple, the prospect finder and our regular prospect research contributor, has two new offerings from lincoln board connect. Helps you find the right people to serve as board members, and reasons to call reveals touchpoint ce for making contact with the people you want to talk to. Between the guests on tony’s, take to my blogged this week is the modest are more generous. If you’re on twitter while you’re listening, then you can join the conversation using our hashtag non-profit radio. We take a break and when we return, i’ll be joined by normal sanski and we’re going to talk about leadership. Stay with me. You couldn’t do anything, including getting thinking, you’re listening to the talking alternative network, get in. Nothing. Cubine joined the metaphysical center of new jersey and the association for hyre. Awareness for two exciting events this fall live just minutes from new york city. In pompton plains, new jersey, dr judith orloff will address her bestseller, emotional freedom, and greg brady will discuss his latest book, deep truth living on the edge. Are you ready for twelve twenty one twelve? Save the dates. Judith orloff, october eighteenth and greg brady in november ninth and tenth. For early bird tickets, visit metaphysical center of newjersey dot or or a nj dot net. Hi, i’m donna, and i’m done were certified mediators, and i am a family and couples licensed therapists and author of please don’t buy me ice cream are show new beginnings is about helping you and your family recover financially and emotionally and start the beginning of your life. Will answer your questions on divorce, family, court, co, parenting, personal development, new relationships, blending families and more. Dahna and i will bring you to a place of empowerment and belief that even though marriages may end, families are forever. Join us every monday, starting september tenth at ten a m on talking alternative dot com. You’re listening to the talking alternative network. Well. Welcome back. This is big non-profit ideas for the other ninety five percent. But you knew that joining me now is normal. Sanski he’s, the president of n f p consulting resource is he’s, also a senior consultant with the bob carter companies. His clients over many years have included botanical garden, national membership associations, religious organizations, hospitals, public and private schools, museums and arts organizations. Norma’s joining me from sarasota, florida norm. Welcome. Well, thank you. Nice to be with you, tony it’s. A pleasure to have you. Thank you were talking about leadership on dino. You start with the premise that everything starts with leadership. Let’s, start very general and have you tell me what is a good leader in your mind? Well, obviously, when we’re talking about non-profits a good leader, and when i say leader, i mean either volunteers or staff, uh, the key is obviously a commitment and passion for the mission. I mean, it all starts with that. And then it it’s a question of of people who are serious about the business of non-profits there’s some but there’s a whole lot of, uh, skill and science related to non-profits but there’s also the art the relationships of uh, that are involved in a successful non-profit so having a combination of both people who are willing to take some risk, but also who are creative, who can establish and bring in additional people who are passionate about the organization and it could bring resource is and talents that are necessary to be successful. And i love that you start with the commitment and passion, but obviously that’s not sufficient that’s it’s necessary, but not sufficient many, uh, organization that had very committed and passionate people who knew about the mission failed because they don’t have the skill and the knowledge of the relationships, the influence or the leadership necessary toe taken organization to ah level, where could be sustainable? And this is a business you mentioned being serious about the business. You do have to have a business sense and run run this organization like one. You know, a lot of people don’t realize that talk about non-profits but not profits are corporations non-profit is a status of the i r s but when you talk about a corporation, any business to be successful has tohave the components and the plans and the leadership. Behind it that they’re going to make things happen and, you know, so marketing is as important to fund-raising and, uh uh, financial development and budgeting, all of those things that businesses have to deal with are the same that non-profits have to deal with. I think people get a stark surprise when they learned that the first step to creating their new charity is incorporating in the state that they want to be in that just to just reinforce your point. This is a corporation it’s, a not for profit corporation, and you have to incorporate and there’s your first your first introduction if you hadn’t realized that, uh, this is going to be a business, you know, and you will know and have written about extensively, there are regulations that govern corporations and their specific regulations that govern non-profit organizations. Yes, i’ve heard rumors to that effect. I do a lot of work around charity registration, that’s one narrow small compliance area for charities um, and there were many of the state and federal level, so the so the sense of being a business i think is is shocking to a lot of people who come into a a new charity with that passion and motivation for helping people but they they don’t realize what they’re into for the long term and in its agriff it aggregate the non-profit sector is one of the largest corporate sectors in america. When you look at total assets, total income, total number of employees um after retail and manufacturing, the non-profits sector is the third largest in the nation. Interesting, excellent. Okay, so let’s broaden little bit. We don’t because we don’t want to talk just about people who are starting a charity. So leadership, as you said, of course, staff or volunteer. But with staff, this could be well, even volunteers. This could be leadership at any level, right? We’re not just talking about the executive director and the chair of the board. No. Leadership is key at all levels. From your receptionist to the person who answers the phone to the people who were involved in strategic planning, uh, from top to bottom. Everybody needs to contribute their leadership capabilities for an organisation to be successful. Interesting. You mentioned even the, uh, the receptionist? Absolutely. Absolutely. The receptionist is usually the first contact that a person has with an organization, whether it be a client, oh, a member or a donor. And if that if that contact is not one that is receptive and, uh, customer friendly and doner makes into account all sorts of dona relationships, then you’re starting off on on, ah, negative to begin with. So, uh, everybody needs to do their jobs well, understand how they fit into the overall organization and the importance that they play towards the success of the organization going forward way. We’re going to take a break, of course, normal. Sanski stays with me. We’re going to have a chance to talk more about these volunteer. I’m sorry about the leadership topics and get into some recruitment and and relationship building in succession topics all around the book that he co edited, yu and yur non-profit stay with us talking alternative radio, twenty four hours a day. Are you stuck in your business or career trying to take your business to the next level, and it keeps hitting a wall? This is sam lebowitz, the conscious consultant. I will help you get to the root cause of your abundance issues and help move you forward in your life. Call me now and let’s. Create the future you dream of. Two, one, two, seven, two, one, eight, one, eight, three, that’s to one to seven to one, eight one eight three. The conscious consultant helping conscious people. Be better business people. Buy-in are you fed up with talking points, rhetoric everywhere you turn left or right? Spin ideology, no reality, in fact, its ideology over intellect, no more it’s time for action. Join me, larry shot a neo-sage tuesday nights nine to eleven easter for the ivory tower radio in the ivory tower will discuss what’s important to you society, politics, business, it’s, provocative talk for the realist and the skeptic who want to go what’s really going on? What does it mean? What can be done about so gain special access to the ivory tower? Listen to me very sharp, your neo-sage tuesday nights nine to eleven new york time go to ivory tower radio dot com for details. That’s, ivory tower radio, dot com. Every tower is a great place to visit both entertainment and education. Listening. Tuesday nights nine to eleven. It will make you smarter. Hey, all you crazy listeners looking to boost your business? Why not advertise on talking alternative with very reasonable rates? Interested simply email at info at talking alternative dot com shit. Welcome back, big non-profit ideas for the other ninety five percent um, norm let’s talk a little about the the art of leadership that you mentioned not only the business side but the art what’s involved there. Well, clearly part of the role of a leader, a true leader is to be able to motivate others and motivating others means setting and being a good role model, being a good listener, being a person that allows others to bring to the table their talents and skills and knowledge and fuel ownership to the overall venture. So a true leader is somebody whether it’s, a staff leader or volunteer leader, is someone who engages others who is a role model, who’s says follow me because i’m willing to do anything i’m asking of you, uh, who sets the bar high expectations high and is a, uh a gung ho uh, passionate about the organization. So, uh, when we talk about people who have influence people who are charismatic, they’re your best best leaders in an organization if they also know how to relate to people and engage people in a positive way. Let’s, apply some of this too, recruiting you might. Be recruiting staff or you might be recruiting volunteer leaders. What are what are some what? Some of the actual tips you know that we can we can convey the listeners around recruiting the best people for your for your organization? Well, there’s so many, many things to consider and as as we mentioned in the book that’s put out by charity channel press, when you’re looking at, uh, recruiting leaders, you’re looking at both sides of the equation, people that are going to bring skills or re sources that are needed for the organization and people who could be team players, people who care passionately about what you’re doing and people who are, uh, going to keep the interests of the organization above their self interests. Now, how do we recruit to find those attributes? Well, typically, volunteers are engaged in an organization at all different levels and based on the way they perform in their entry level rolls, uh, people then are elevated into positions of more responsibility in terms of professional staff. You’re looking for people that have a particular skill set that you need, whether that be in the back office or whether that be in fund-raising whether that be in operations or service delivery um, and then people who fit into the culture of the organization too often way neglect the fact that every organization has its own history and background and, uh, relationships that have existed over ah short or long period of time and bringing people in who don’t fit into that culture can be problematic, so personality becomes a critical factor over the buggles. So are we basing a lot of our recruitment on on instinct then as we ascertained somebody’s personality while we’re talking to them? Yeah, it’s some of it is instinct of people who’ve been around a long time, and i’ve been involved in human resource is develop uh uh, the instincts, but the instincts or developed based on science, for instance, you don’t want somebody who is always in need of socializing and as always, needs to be around people in whatever to be sitting in front of a computer all day. Likewise, you don’t want somebody who is that academic focus type of intellectual, um, to be the one who’s going to be in your sales force or marketing or, um, uh fund-raising areas so personality is as much as important as looking at the actual skills set that someone brings to a job all right, i have had a couple of guests on who, when they’re interviewing people liketo recommended asking about impact, much the way donors air looking for organizational impact. What impact did you have in a difficult situation and listen to stories about how they dealt with people? Dealt with a difficult situation may be difficult person and what the what the outcome was there there you no good interviewers can develop scenarios where they can see how well people handle themselves on their feet thinking quick, but also how open people are, because a lot of people, um, will in an interview especially they want to project the best possible scenario for their own employment and chances of getting that job. And, uh, if they’re not, if you don’t find, uh, the humanness of a person, the ability to recognize what they don’t know, they’re our willingness to acknowledge some of the things that they’ve they have not been as successful with. Yes, you know way all have our strengths and weaknesses and it’s so important in a work environment that you have the type of employees that could be very upfront and candid and and have a lot of self awareness as to what their skillsets are what they need to learn more about and the like. So, that’s, what you really want a probe in an interview to see how comfortable people are and knowing that interviews or stressful situation. So part of what you’re doing is seeing how people handle stress schnoll once you have recruited the types of staff and volunteers that that you’re aspiring to, you need to keep them motivated about their work, and i think that’s a lot of leadership also there made their difficult times there’s going to be fun times there’s going to be tensions? Ah, leadership a leader needs to manage in all these different environments. Yes, and a good a good leader any good professional, in fact, eyes always looking for additional knowledge. Uh, additional resource is, uh, how to do there roll their job better. Um so organizations that encourage, uh, training and in service and education and opportunities, tto learn are the organizations that are the most sustainable and successful one of the things that we’ve learned in human resource is that job satisfaction is not as highly related to compensation as it is to people feeling that their position and an organization is recognized, that job that they’re doing is meaningful and that they’re given opportunities to grow and learn in their roles. Yes, that’d be a volunteer work staff. Yes, and i’ve seen survey results or study results about that in the popular press again, that job satisfaction doesn’t come primarily from compensation, but from feeling of feeling, of belonging and membership and commitment that that the person feels for the organization and that knowing that the leadership feels toward them. One of the biggest problems i see is that non-profits too often are are so heavily focused on problem solving that they forget to celebrate their successes and, uh, encourage others, uh, to recognize everyone’s participation and involvement in an organization on dh their role in that success, it’s, not just the board chair and the ceo that are responsible and should be recognized for the success of an organization you mentioned education and training, but in bad times recession or just lean times for an organisation, irrespective of what’s happening in the macro economy, those are things that tend to get cut pretty quickly conference spending bringing consultants for in for training things like that tend to go get cut pretty quick. Well, that that is true, and it is a challenge, but like with anything in the nonprofit world, challenges can be overcome. There are many non-profit resource centers and, uh, universities that offer free workshops, there are opportunities through professional organizations in the light to get mentors for staff. There are opportunities even for a portion of every board meeting in tow have, uh, learning experiences. So the problem is that organizations that are not strategic are not going to be as success was they could be, and part of being strategic is thinking forward, how am i going to help develop my staff and volunteers so that they’re going to be able to take on the challenges that we’re going to be facing going forward? And if you’re not thinking ahead and only thinking about putting out fires? It’s ah, problem and that’s a challenge in this economy because so many organizations are struggling economically, so you have to think smart, act smart and use your resource is carefully, it all falls. To the little falls to the leader. I mean, for the organization to be strategic, the leadership needs to be right. But after buy-in throughout the organization on what that vision is and what that plan is. Yes. Okay, yeah, you know? Right. Yeah. I’m gonna correct myself. It doesn’t all fall to the leadership, but it all starts with the leadership. Exactly. Okay, that’s, that was how we started the whole conversation today. And that is everything starts with leadership. Andi, we’re going to continue the conversation. I just want to remind listeners normal. Sanski is a consultant and co editor of you and your non-profit published by charity channel press. Norm let’s talk a little about succession that we’ve recruited in. Hopefully retained good volunteers and good staff succession planning. And you want one of the articles in the store in the in the book is your own article on succession planning around volunteers. This is a critical, uh, um, teacher or component or requirement of non-profits to be successful. Uh, we mentioned earlier how important culture is and the history of an organisation and having people who understand that history and you have the experience is so if you do not have a good succession plan, you are of setting yourself up for dramatic changes every time. There’s a change of leadership, whether that be volunteer leadership or, uh, staff leadership. So having a succession plan, knowing what you would do in a scenario where a person leaves or persons term expires, uh, those things need to be thought out. Uh, we usually recommend that, uh, with the lay leadership that you have clear, um, succession in terms of if you have vice presidents, that there’s an expectation that the vice president or if you have multiple vice president’s, one of those vice presidents is being groomed to be the next chair of the board with staff that there’s cross training so that you always want to be aware of the mack truck we call it effect where if a key staff person is, is unfortunately in an automobile accident and is out for months or leaves uh, the organization that you’re not completely vulnerable, that you have others who understand what their job was. I could step in and help with that. So succession planning is critical. The other thing that a lot of people don’t realize is that when you’re involved with non-profits, we talked about the passion and commitment to the mission. Well, it’s also key what happens when people move through that succession plan and say someone was the board chair and now they’re no longer board chair? Well, they’ve been involved the years in a very intense way, and if they’re completely cut off, you could lose a very experienced leader. So how you work with prior leadership and how you help people with that transition is very important, too, in the article in the book goes into a lot of the issues related to succession planning the structures for that in the light. They’re also articles on my blogged specifically related to this issue and you block is that n f p consulting dot com uh n f consulting dot blogged spot dot com that’s, the block post okay, and the other is the actual consulting practice. Okay, i want to flush out a little more the the volunteer leadership succession because you do suggest that the past chair be active. Obviously the current chair is, and then also as you said, the vice president of one of the vice president is chair elect, don’t you now have three share people vying for leadership? Um, not if the rolls and the culture of the organization are very clear is to the responsibilities of leadership, and i can’t tell you how many times i’ve gone into organizations and found that they did not have clear job descriptions for each of the positions. Oh, job now, does that belong in the board’s by-laws, or is that elsewhere? No. That’s. Ah, separate separate item. You know, the by-laws usually have a very brief description of responsibilities of officers, but, um, uh, more complete, uh, job description. Just a cz you would have for employees. Should be for every one of the officers and board members of the organization where you have, what is their responsibilities? How much time is expected of them? Are they expected to make a contribution or to solicit funds? What are the events or programs that they should be participating in? Ah, what sub committees or task forces, um, are their expectations that they serve on all of those things? Should be outlined in a job description for volunteer leadership. Justice he would stab. Okay, andi, we have just a couple of minutes left, and i want you to share what your thoughts are around what, what it is that you love about it leadership topics and motivating leaders. Well, one of the things is a consultant is so very special is when you, khun trance, for the skills and knowledge you’ve experienced over ah, whole career to an organization where they are able to then go forward using those skills and no longer be dependent on the consultant. Uh, so really uh, uh, consultant and the wonderful way that i love working with leadership is you always start where people are at their never all at the same place, and once you assess where they’re at, then taking them forward to where they can be and helping them to have a vision of what’s possible eyes what’s very exciting because i’ve never met anybody in a non profit organization that didn’t have good intentions, but a lot of people in non-profits have no clue as to how to implement successfully their good intentions. And in just about thirty seconds we have left it’s got to be very gratifying to help someone achieve their full potential as a leader, no. Question. No question about that, and also so many people have helped me through. My career is just great to be able to give back whether it be susan consulting or publishing that’s, the joy of being what i would call a senior professional in the field. Normal. Sanski is a consultant and co editor of u n yur non-profit, published by charity channel press. He’s, president of an f p consulting resource is normal. One. Thank you very much for being a guest, my pleasure, and thank you for having my pleasures. Well, thank you, norm. Now we take a break when we return. It’s tony’s, take two and then maria simple, linked in news. Stay with me, talking alternative radio, twenty four hours a day. Joined the metaphysical center of new jersey and the association for hyre. Awareness for two exciting events this fall live just minutes from new york city. In pompton plains, new jersey, dr judith orloff will address her bestseller, emotional freedom, and greg brady will discuss his latest book, deep truth living on the edge. Are you ready for twelve twenty one twelve? Save the dates. Judith orloff, october eighteenth and greg brady in november ninth and tenth. For early bird tickets, visit metaphysical center of newjersey dot order or a nj dot net. 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. You’re listening to the talking alternative network. Buy-in if you have big ideas but an average budget, tune into tony martignetti non-profit radio for ideas you can use. I do. I’m dr. Robert penna, author of the non-profit outcomes toolbox. Hi there, tony’s. Take two my block this week is the modest are more generous this’s known to a lot of people, but i just felt like paying attention to it this week because i’ve seen some recent press around it, especially around the chronicle of in the chronicle of philanthropy. Um, the research that consistently shows that people of modest means give a higher percentage of their income, then the wealthy do, i think that’s very interesting. And so at the macro level, not surprising, poorer communities don’t need a higher percentage of their income, then then wealthier communities. We find that across the south states in the south are typically maur generous as a percentage of income than, say, the northeastern states. And so that creates us curious generosity, divide and on my block this week i have links teo articles by the chronicle of philanthropy on this, and they also have an interactive graphic showing generosity throughout the country and that’s all on my blogged at tony martignetti dot com that is tony’s take two for friday, the nineteenth of october forty fourth show of the year with me now, as she is every month, maria simple maria, how you doing out there? I’m doing great. Thanks for having me back. Always a pleasure. Maria simple is our prospect research contributor she’s the prospect finder. You’ll find her at the prospect finder dot com. Her book is find your maria. Remind me what the name of your book is panning for gold panning for gold dahna prospects finding your best donor prospects now, thank you. I’m sorry. You have some have some linked in news for us. A couple of new offerings from linkedin. Yes. So one is directly from lengthen, and the other one comes from an approved development partner with linked in. So i thought these were both two really interesting developments that could be very, very useful for non-profits and we might want to, you know, give them a little time and highlight them and show people how they can use them, especially since they’re free. Okay, i love it. You always come with free on very low cost resource is outstanding that i’m always good for that you’re very well known for that. So let’s, start with the one that’s directly from lincoln that is bored. Connect that’s, correct board connect just launched. In the last couple of weeks, lincoln gave some announcements about it, and they have a website set up where people can learn more information and i’ll make sure i share that on your facebook page. But it’s non-profit and the linked in group two don’t forget the link down it’s right that way talking about lengthen your going to everything on facebook so the page that people can look for this is non-profits dot lincoln dot com and so basically at a high level overviewing let me give you an idea what it is. It is, uh, access to what they call their talent finder tool on it is a premium account level, and so it has a thousand dollar value, which is a kn annual value the thousand dollars subscription that can be obtained for free by one person at the non-profit um, so you really didn’t need to figure out who that one person is going to be that’s going to have access to this and let me tell you what with the tool can do, and then you might be able to envision you know, who would be the best connector at your non-profit you noto have this tool so basically it enables you to really look for board members, and i’m sure that tool can be used in other ways. But it’s really meant to help you find boardmember zina very systematic tearaway instead of sitting around at a board meeting and saying, well, who do we know that can help fill this gap? Let’s say you have a gap, you need somebody and maybe the financial services or accounting field, and you really would like to have that expertise on your board you can use it will give you expanded search capacity, uh, on your advanced search page of lengthen and we’ve talked about that the usefulness before of that page, but now it’s going to give you access to more search field so you’ll be able to really find to search the other great feature that it has is twenty five in males a month are included. So have we talked about in they’ll know we haven’t esso let’s? No, i don’t think so. We haven’t, so no, that is a way to connect directly to someone and send them just as it says in in mail and email, basically within the lincoln. Space ah, and you get up to twenty five per month. And they say that if you don’t get it sponte back from the person within seven days, you kind of get a credit back-up one typically you have to you have to have linked in pro in order to use in male. Don’t you that’s correct. So that that’s? Why? For for one and non-profit one person connected to the non-profit soak to really? I’ve talked to it. Some of my other colleagues who are you know who love linked in a cz well, you may from heart is talking about them before jerry tangle and mark help they were goes on the show. There were panelists with you one time that’s right that’s, right? And we really think that in order for this to really work well, the person who has this access should have at least three hundred fifty connections of their own and way think that the magic will really happen really at five hundred and up. So think through who at at your your non-profit would have that level of connections. Um, you might want to give the access to perhaps at the boardmember who? Might be better connected on lengthen uh, maybe the person in charge of your board, croup, mint committee or something like that. But it will give you access to this talent. Find your tool they have with bored connect there going to be providing some additional educational webcasts, and they have a group that they’ve started within lengthen called the board connect group. So you’ll be able to have a pierre network who are using this tool effectively. Ok, let’s, talk a little more about the details of it. How do we how do we go about using it? So as i said, you really access it through the talent. Find your tools through the advanced search page and having those more advanced search filters. You’re going to be able to also see expanded profiles of people who are outside your network. And maria let’s, just stop the advanced search tool. That’s was that’s in the upper right corner. Yes, that’s in the upper right corner. So you have a search box which would appear on your home page of lincoln. Just to the right of that. There is a clickable links called advanced search that that’s what you want? To click onto, and then many more, many more fields will open up for you, but only the person who’s authorized to use the talent finder tool. Well, anybody can it can access advance, right? Right. However, having the talent find your tool will get you more fields to search on. Okay, right, you’ll see you’ll see an expanded page over what everybody else was using donorsearch let’s say you’re really only interested in connecting with people who have maybe a title of cfo within a certain radius, but also you want to make sure that they’re within fortune five hundred companies or they have a minimum of two hundred employees, so you can really start filtering out and really coming up with a very concise list. Um, actually, jerry, just jerry stengel just did this very effectively for aboard the cheese on in in manhattan, and she blogged about it. Um, i don’t know if you’re familiar with beth cantor. She blogged about it. I’m beth cantor’s blogged on september twenty fourth, so that might be something people want to refer to cause she actually kind of goes about outlining how she used this tool her sir self to find some people who have a perfect match for for the board and she’s in conversation with several of those people right now. Excellent. All right, so jerry stengel blogged on beth cantor’s, a guest blogger on beth cantor was spelled k way also kind of highlighted. You know how jerry used this particular tool on a web in or that we recorded on october second, which is actually linked to that webinars also accessible there on the blog’s link. So on the best i mean, on the breast cam trying to, you know, let people know in a in a variety of mediums help. How can use okay, now what you mean the link to the webinar is on the best cancer blogger. Yes, you can also get you could get to it from jerry’s website venture near dot com, but you can also get to it from from that original block post that came out on a september twenty four. Okay, beth cantor is k and tr and the jerry stengel blogged where you can also find this is his venture near and that’s venture and e r dot com as if you’re a pioneer, but not that you’re near adventure, as in close to adventure ventured here like pioneer ok, so what has your own experience been? We’re talking about everybody else in the world what’s your own experience, but i was playing around with it for a little bit. I wanted to see, you know what would be, you know, the advantage of having all those additional search features and, you know, it really does greatly narrowed the pool, and you can really get a very nicely refined list of potential prospects that you want to reach out. Tio so really it’s been developed for, you know, trying to find talent, you know, for individuals that would be great. Boardmember cz individuals, that would be potentially great to be working for your organization, but also, you know, i like the fact that they have you can set up the searches, and then you can set up a ten search alert. So normally with a free linkedin account, you can set up three saved searches, but this will give you the capacity to save up to ten so you’re you’re saving your search criteria and then as someone new joins, link dane or changes their profile and becomes ah, search result for you. Then you find out automatically. Yes, yes. Lincoln will push the information to you. And you can decide to have that a search alert set up, say, to push the info to you once a week, if you like or, you know, daily. So it’s, really your choice on dh? I think that that could be particularly useful feature as well, you know, especially for non-profits that are in in a mode of really needing to revamp their board or they have a certain number of slots they feel they really would like to fill it’s a great way for you to set up the searches and have lengthened just pushed the information to you. Okay? And that’s all the talent finder tool in linked in which you’ll find through, give the earl again for getting started. Non-profit dot linkin dot com okay, cool. Yeah, they give a nice little overview, you know, tutorial, etcetera and what’s. Really kind of cool, too. If they give you fly that you can share with your board at an upcoming board meeting to really help educate them. How lengthen can help with with board recruitment. And so forth. So they really have thought it through in terms of how it can be useful for you is a non-profit professional. But how can you then share this message with your own board on? I love that you recommend that it could be a volunteer who you are, who you choose. Tio, have the special account that’s, right? That’s, right? I mean, the non-profit will need to go through, you know, supplying i believe their e i n tax number. Right there must be someone you know verified non-profit and force that’s getting this this access because it is, you know, with thousand dollar value, the annual value. So i think it’s fantastic that they’re making this available for the non-profit community at this level. It’s going to take boyd recruitment to a whole other level. Interesting. Okay, we’re going to take a break, and of course maria stays stays with me, and when we come back, we’ll we’ll see if there’s anything more to say about board connect and then we’ll talk about the other tool. That’s linked delinked in reasons to call stay with us. Talking. Hi, this is nancy taito from speaks been radio speaks been radio is an exploration of the world of communication, how it happens in how to make it better, because the quality of your communication has a direct impact on the quality of your life. Tune in monday’s at two pm on talking alternative dot com, where i’ll be interviewing experts from business, academia, the arts and new thought join me mondays at two p m and get all your communications questions answered on speaks been radio. 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. 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Maria simple is the prospect finder and she’s with me till the end of the show, maria, anything else that you wanted to wrap up about board connect that we didn’t say no, i think that, you know, if they visit that website, they will be able to get tons of great information there and overview and again, the slides that they might want to share with their board are located right there on that site. Okay, that’s valuable to yeah, you’re right sharing this with your volunteered leadership in with pre prepared slides. Very cool, yeah, reasons to call what’s that about so reasons to call recently came to my attention. I’ve been in contact with the developer this tool, his name is jeremy condi, and he is ceo of a company called depths mine software you what they’ve done is they’ve come up with this product that will allow you to sink your lengthen contacts and it’s looking for pieces of information related to feel sort of untilled out on a person’s profile, such as if they filled in their birthday information their company info anniversaries if people have posted that on their own lincoln profiles um and then it will actually bring to your attention and email you upcoming birthdays that you might have in your in your database of people, that you’re connected teo on lincoln but what’s cool is that you could also add new contacts into the system of people who are not on lengthen. So let’s say you have you no other family, friends, etcetera, contacts who just aren’t using the lengthen product you can still use this reasons to call and its reasons to the numeral too reasons to call dot com um, so i’ve been i’ve been using it for the last couple of weeks, and it’s been emailing me is the upcoming birthdays, birthdays today so it’s an opportunity for you to have a touchpoint with someone, right? And i remember, i guess it was on october fifth you had andrian nuremberg on your show, and she was talking about the importance of staying in touch with people understanding their preferred sensitive communication. So there’s a note field where you you can add that right in i recall andrea e-giving the tip of understanding to somebody like to be contacted by email, text, phone so you can kind of just pump that right into the notes section so that when it does come time to wish that person happy anniversary her happy birthday, or maybe their favorite sports team just did really well, you can. You can reach out to them through their preferred method of communication. Okay. Yeah, well, i appreciate your look, maria. Simple paying so much attention to the show. She remembers andrea nierenberg october fifth. Yes. Yes. Absolutely. Well, you know, it’s interesting. Because both andrea and on jeremy have referred back and my conversations with him in the past to dale carnegie and developing deep relationship showing you care about the other person. And isn’t that what really were doing and fund-raising and cultivating relationships? Really? Not only you personally with an individual, but with your institution. Andrea used to be a dale carnegie instructor, and i was so taken by all the advice that she had that i’m going to have her back. It’s already scheduled for november. One of the november shows. So, andrew’s, andrew’s going to turn and talk? I wanna ask her about dale carnegie. Um, but okay, so reasons to call. So it sounds like some of what they’re doing. Not all but some what they’re doing is similar to what facebook does when it lets, you know that someone’s birthday is, is this week or today, right? But, you know, on facebook you might not be connected to all of these professional colleagues, right? I mean, i know i’m not i’m not connected to people that i know professionally, my my lincoln connections are actually much more extensive than my facebook connections, nor and so the fact that, you know, of course somebody would have to have this on their profile. So, tony, if i wanted to reach out to you and wish you a happy birthday, um, you would have to have that field without your linkedin profile in order for this information to get pushed to me that you’ve got a birthday, okay, right? So you don’t have to ask you don’t ask for no, i’m looking here, for example, at my dashboard right now on reasons to call and it’s giving me people who have birthdays in the next seven days. I’ve got four people i can reach out to from my network, it’s breaking it down birthdays within a month and beyond. So really, really cool tool, you know, as a touchpoint opportunity with someone? Yeah, sort of ah consolidated anniversary birthday book, but but you mentioned also sports if your sports teams do well, is there a field in lincoln where people put their sports? You know, some people feel i haven’t seen people filling out too much in terms of particular sport teams, but they have filled out under the hobbies section of their linked in profile say they like hockey or skiing or tennis, so i’m actually getting on the particular news section. For example, i can look at your con my contacts, interests, breaking news related to my contacts, interest so i’ve got some contacts who have talked about cycling. I’m looking at here on my dashboard october ninth they’re talking about, uh, cycling road tour beijing classifications blackbaud law. So i mean, if there were and then it will tell me which of my contacts have cycling as something that they’ve noted on their profiles. So, hey, you know, if this is something i know that’s interesting to them, i might send them this particle about cycling and you know the results for sure here, right? Right. Excellent reasons the number to call dot com way reasons to call dot com on we have just about thirty seconds. This is still in beta. Is it available to everybody? It is available to everybody right now, okay, could go ahead and think up there. They’re linked in contacts ah and it’s free to use. And i’m told by jeremy that you know he’s hoping to keep this a free tool for people to use. So again, you know, in our world of relationship building, i think it could be particularly useful. You’ll find maria simple at the prospect finder dot com her book is panning for gold. Find your best donorsearch prospects now and of course, she’s, our regular prospect research contributor maria, thanks so much for your for being on again and for your excellent advice this month. Thanks so much. My pleasure also, of course, my thanks to normal sanski next week, another interview from the bb con conference where i was earlier this month, but i haven’t decided which one yet we have to do these things delicately and scott koegler will be with me next week. He’s, the editor of non-profit technology news and our tech contributor what is he gonna have? I also don’t know that he hasn’t, he hasn’t told me yet, but if you’re in arlington group, then you will know before the show. So, by the way, have you joined the linked in group washington, d c is in peoria, illinois, south carolina, pakistan, all members of linked in group. What about you? You can continue the conversation with my guests there on linkedin. We’re jumping right now, tio the fact that the show’s creative producer is claire meyerhoff and sam liebowitz is our line producer shows social media is by regina walton of organic social media and the remote producer of tony martignetti non-profit radio is john federico of the new rules. I very much hope you’ll be with me next friday, once, two p m eastern. We’re always on talking alternative broadcasting, which is that talking alternative dot com. I didn’t think that shooting. Good ending. You’re listening to the talking alternate network. E-giving nothing. Cubine hi, this is nancy taito from speaks been radio speaks been radio is an exploration of the world of communication, how it happens in how to make it better, because the quality of your communication has a direct impact on the quality of your life. Tune in monday’s at two pm on talking alternative dot com, where i’ll be interviewing experts from business, academia, the arts and new thought. Join me mondays at two p m and get all your communications questions answered on speaks been radio. 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. Don’t. You’re listening to talking alternative network at www dot talking alternative dot com, now broadcasting twenty four hours a day. Oh, this is tony martignetti athlete named host of tony martignetti non-profit radio. Big non-profit ideas for the other ninety five percent technology fund-raising compliance, social media, small and medium non-profits have needs in all these areas. 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