Tag Archives: Nonprofit Technology Conference

Nonprofit Radio for June 12, 2023: What Power Really Sounds Like: Using Your Voice To Lead & Using Your Executive Skills

 

Mary ChanWhat Power Really Sounds Like: Using Your Voice To Lead

Our coverage of the 2023 Nonprofit Technology Conference continues, as Mary Chan encourages you to own your voice story to reclaim your powerful voice. She also shares strategies for speaking with confidence. Mary is CEO of Organized Sound Productions.

 

Dana Emanuel & Skye Tyler: Using Your Executive Skills

What are executive skills, how do they develop and why do they matter to achieving your goals? Dana Emanuel from New Moms and Skye Tyler with Attain Partners explain. This is also from #23NTC.

 

 

 

 

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[00:00:09.31] spk_0:
Oh,

[00:02:04.32] spk_1:
non profit radio. Big non profit ideas for the other 95%. I’m your aptly named host of your favorite Abdominal podcast. I’m traveling this week without my fancy desktop Mike. So if I don’t sound quite so good, that’s the reason. Oh, I’m glad you’re with me. I’d come down with met hemoglobin anemia if you turned me blue because you missed this week’s show. What power really sounds like using your voice to lead our coverage of the 2023 non profit technology conference continues as Mary Chan encourages you to own your voice story to reclaim your powerful voice. She also shares strategies for speaking with confidence. Mary is ceo of organized sound productions and using your executive skills. What are executive skills? How do they develop and why do they matter to achieving your goals? Dana Emmanuel from New Moms and Sky Tyler with attained partners explained. This is also from 23 N D C tony stake to, to give butter webinar. We’re sponsored by Donor Box with intuitive fundraising software from donor box. Your donors give four times faster helping you help others. Donor box dot org. Here is what power really sounds like using your voice to lead. Welcome

[00:03:02.67] spk_0:
back to tony-martignetti, non profit radio coverage of 23 N T C the 2023 nonprofit technology conference in Denver, Colorado, hosted by N 10 where we are sponsored by Heller consulting, technology strategy and implementation for nonprofits. With me now is Mary Chan podcast, strategist, voice coach and CEO at organized sound productions. Welcome to non profit radio, Mary Chan. Thank you so much, tony. My pleasure to have you as a podcast strategist. I guess you’re welcome to tell me anything that I do wrong in the next 20 to 40 minutes however long you spend together, uh Your feedback is welcome. As listen, all listeners feedback always is your session topic is what power really sounds like using your voice to lead. What are we, what are we talking about here? Power voice, what’s been changing? What, what do we need to know?

[00:04:20.39] spk_2:
So, basically what I’m saying is that what do you think of when you think of someone who has a strong or powerful voice? You know, do you, do you get a certain image in your mind? Do you have someone who might think? Well, someone who presents and doesn’t say um or they have this quote unquote broadcast voice? That’s what a lot of people might think of. They might not think of. Oh, I shouldn’t be leading. I don’t want to do the speaking. I, I don’t know what to say. I, I, I stumble on my words a lot. But nowadays today, because that is an old concept, that is something that somebody made up hundreds of years ago, this broadcast standard voice. So today, the voices that truly lead our voices, like you creating your own podcast voices. Like all these amazing attendees, people of diverse backgrounds and different accents. A lot of people might think, oh, I have an accent. People won’t understand me, but that’s not true. Power is the voice, your voice. And I want you to be able to use it to share your message your cause what it is that you want to share with the world and you can only do that intimately and to connect with someone through the power of your voice. So the

[00:05:19.68] spk_0:
authentic voice, our, our authentic voice. Yes. The only thing I would challenge is I don’t think you’ve heard non profit radio in the past. So you don’t know how bad it is. Uh listeners know. I don’t know why they stay. Um No. Okay. So is it an authentic voice? I mean our, our, our own, each of our own individual, authentic voices. You mean instead of some, some, I don’t know, pedagogical um aspirational type who, who’s a broadcast? I don’t know, I’m trying to think of some famous broadcast I can’t even think of because I don’t watch TV News or you know, I don’t know Joe Scarborough, like some Joe Scarborough type morning. Joe for those who don’t know Joe Scarborough that like instead of trying to aspire to some, to sound like something else, just be authentic to ourselves. That am I oversimplifying your message? I don’t want

[00:07:01.08] spk_2:
to know you have the main point. And I find that what happens is a lot of people when they do come to me for voice coaching or they want to start their own podcast for their non profit organization or what have you, they’ll say, oh, I, I need, I need to work on my voice and I’m like, yeah, but what do you need to work on? What do you feel in your mind? That is a disconnect. And I’ve had people say, oh, well, someone once told me I need to, if I have my own podcast or if I’m going to be doing a speaking thing, I need to sound like someone from CNN and I’m like, well, take a look at yourself. Do you look like someone who would be on CNN? And, you know, specifically the person I was speaking to was a young woman of color and she was like, no, I don’t look like what I would perceive as a stereotypical CNN voice. And so that’s where I come in. It’s like we all have these preconceived ideas and they might be something that was taught to us at a young age. It might have been something that was absorbed through media, through our culture, through our society that we’re told that we’re not good enough or that we need to be quiet when we were little girls, things like that, they still get ingrained into us when we are a full fledged adult and trying to be a person in the world. Some of those things are still tied to our voice. Why are we holding onto

[00:07:08.18] spk_0:
these antiquated notions of what voice should be for us? Why, why do we cling to

[00:08:13.11] spk_2:
this? A lot of it is subconscious and a lot of it is still society. It’s antiquated. Yes. But we’re still not at a point yet where we have moved on from that. We are still saying that oh, a woman’s voice gets judged so much more than a man’s voice, especially in traditional media, radio TV. Criticized so much more. Oh, she sounds so shrill or um there’s another uh phrase called up speak. I don’t know if you’ve heard of that where you, you end the sentence more like a question at the end. And so women and men do that, but women get picked on so much more that oh, it makes you sound like you have no idea what you’re talking about when that’s not true when that could have been something that we had learned from a young age to create safety within ourselves. Because we were always told that you’re not smart enough. Your voice is not something that we can trust or believe in. And So we’re like, so

[00:08:20.14] spk_0:
you’re so you’re so you speak as if everything is a question. That’s because you’re not, you’re not right? Because you’re not an authoritative voice. So, so you, so you need to, you need to accept your voice position as non authoritative and so learn to speak up speak.

[00:08:38.30] spk_2:
But that it’s not,

[00:08:40.53] spk_0:
I’m not advocating that people do that. I’m saying that I’m not advocating that I’m saying that’s the teaching that there, that there is happening there that gets perpetuated,

[00:08:49.71] spk_2:
perpetuated this idea.

[00:08:51.56] spk_0:
Did you think I was advocating that? Yes, women need to speak more because your voices are not authoritative and you shouldn’t be in leadership roles at all.

[00:09:27.88] spk_2:
But there is also a lot of research now going into, where did this come from? How is this playing a part in our society that up speak actually becomes an authoritative part of people’s speech? And it is because of the younger generation, they are hearing that up speak is happening with women in authoritative spaces. And so people think, oh, if I hear that, that’s actually a marker, a sound marker of someone who I can trust. So the generations are shifting all these things

[00:09:37.94] spk_0:
180 degrees from what we were just talking about. Exactly.

[00:09:41.11] spk_2:
So it is shifting its slow. But we are seeing as you know, the signs, signs that things aren’t what they’re meant to be.

[00:09:52.38] spk_0:
You talk about voice story, own your voice, story. What does that mean

[00:10:31.78] spk_2:
I loaded a little bit to that before. About my personal story is when I was a little girl, I came from a family that immigrated from Hong Kong and China. And so when they came here, they brought their traditions, right? And their, what their culture was and being the youngest of three and a Chinese household, I was always told to shut up, be quiet. You wait, your turn to speak. Basically, I wasn’t of importance. My older brother was important. My middle sister was important, but me, you’re the little one, go and be quiet over there. And so that is my voice story. It’s been ingrained into me and every now and then it still pokes out because it’s part of my nature. It’s part of how I grew up. And so everyone has some sort of a voice story and that plays a part in your voice today.

[00:10:54.96] spk_0:
How do you get in touch with what your own voice story is? And, and how, well, let’s stop right there. Stop at that point. Not about trying to be something different. But how do you, how do you get in touch with your own voice story?

[00:11:02.92] spk_2:
It’s not about being something different, right? It’s

[00:11:04.59] spk_0:
only how do you get to know, recognize and appreciate what your own voice story is

[00:11:47.33] spk_2:
and that’s a whole path that you, you have to go on. But one of the things that I would take a look at is I always ask questions. So where are, where were you when someone first said something about your voice, that’s how you can start uncovering it. So, for me, it was, I always remember my dad telling me to shut up, uh, for other people, uh, that I’ve worked with, somebody had said, oh, I remember vividly in university I was supposed to give a presentation and my professor was like, oh, gosh, you’re putting everybody to sleep. So it’s things like that that has traumatized people’s voices and they’ve internalized it. So when you start thinking back about, okay, what is my voice story? What was that first time that somebody said something about my voice that I’ve internalized now that I recognized what that is. Again, I can bring it to light, I can work on that and I can be accepting that. Okay. That happened. That was in the past. It’s not who defines me today.

[00:12:14.29] spk_0:
And how does this relate to having a powerful voice?

[00:13:54.81] spk_2:
The power is shifting. So that’s what I mean before about how, you know, women’s voices were told, you know, you’re shrill, you’re up speak, you have vocal fry. That’s when you quiver or like shake at the end of your voice. When that happens. People think I’m not authoritative but that’s not true. That power is using your passion, using what your message is and focusing on that too. Then two then energize your voice to showcase your personality and who you are and that becomes the power people are then drawn to what you have to say. Not specifically the words that you’re choosing, but the tone of your voice, how you pray present yourself that all comes together when you know what you want to talk about and you have that passion for the cause that you are speaking on behalf of, of your organization that you want to share with the world of the people that you work with that becomes powerful. When you stop thinking of all the other things like I have to stand up on stage. What am I gonna wear? Will my hair look good? Why? What am I specifically gonna say? If you just hone in on how the person is going to feel, the person that you’re talking to, how they will feel and what they’re going to get across from your message that will change the power dynamics because it’s no longer then going to be about the vocal fry and the up speak and the shrill voice because when you’re excited, you can be really high pitched and when you need to pull back and be quiet and have a little bit of slower speech that really pulls people in. So it’s not going to be about the, the shrill or what have you. It’s going to be about the emotions behind your voice. That’s the power.

[00:14:09.86] spk_0:
You’re a speaking coach to write a voice coach. So I know that someone might think, well, everything she’s saying means we don’t, we don’t need voice coaching. There’s no value in it because I just have to be in touch with my own, my own voice story, develop my, uh, take advantage of my own authentic voice. And so I don’t need any coaching. So how does, how does voice coaching fit with everything that we’re talking about?

[00:14:37.47] spk_2:
I mean, you can do it your own if you want to, you can.

[00:15:06.21] spk_0:
But I mean, I think there’s great value. I used to have a voice coach. I have a speaking coach, public speaking coach. And, uh, yeah, so I’m, I’m not suggesting that you shouldn’t, but, but just for the folks who might think, well, so there’s no need for any coaching. As long as I have my own authentic voice, it doesn’t need to be coached. So allay those or not allay those fears. But, um, uh, you know, enlighten those, those, uh, naysayers, let’s put it that way. Enlighten those. First of

[00:16:03.76] spk_2:
all, it’s, you don’t hear what everybody else is hearing. Your voice comes out of your mouth and a voice is actually a sound wave. So it needs to come out of your mouth, hit the airwaves and then reach somebody’s ear drums and how they hear that sound wave is going to be different from how you yourself hear that sound wave because your sound wave when you listen to it is reverberating in your skull in your palate, your mouth, palette inside your mouth and you’re hearing it not from the outside, you’re hearing it from inside your own head. So it’s very different and you may not hear things that other people are hearing and they may not, you may not pick up on the subtle cues. The facial expressions, facial expressions can create a different tone in your voice. You can’t see that unless you’ve got, you know, you’re doing a selfie video or your friend of a mirror the whole time having that outside perspective can really elevate your voice and to help you just reach that next level that you’ll be looking for when you want to be a great leader. Okay.

[00:16:25.18] spk_0:
Okay. Um You have some effective strategies for speaking with confidence. Can you share some of those ideas? Have you done your session yet or no, it’s coming up tomorrow. Okay, tomorrow. Can you share some of you? I need you to share some of your strategies with our listeners for confident

[00:17:18.52] spk_2:
speaking. If you take away nothing from all of this, the main goal is take yourself out of the situation. A lot of people start focusing on again what I was saying, what are you going to say? How do you prepare all this stuff? Take that away and start focusing on the listener? So whether that is you’re doing a presentation in person, you are pitching to a whole board or you’re doing a podcast, like with you, if you just focus on your listener and what they will feel that will change the game, that’s like bare bones. If you don’t get anything out of this, it’s how do you want the listener to feel? How do

[00:17:26.48] spk_0:
you want them to feel?

[00:17:28.16] spk_1:
Right.

[00:18:32.73] spk_0:
What are some examples of how, I mean, I would, I’ll offer mine, you know, I want listeners to feel that I’ve channeled their questions or their thinking because they’re all in small and midsize nonprofits. So I want them to feel actually taking a step deeper, a part of our conversation, but they can’t be here with us. So hopefully, I would like them to feel that I’m channeling them. So if someone says something that’s kind of uh academic sounding, let’s drill down into some how to 123 or what can we bring back to our board or our CEO or my vice president or, you know, whatever. So I, I want, I want people to feel that their voice is represented in the conversation so that they feel a part of the conversation, although they can’t really be a, be a physical part, but they can still be channeled. That’s how I’d like people to feel. But so what, what, what are some other ways of what are some other feelings that you might, you want your, your listeners to take on?

[00:19:00.69] spk_2:
Right. I’m just gonna go back to you as the example I offered it up. Yeah. And I did notice that before when we were talking about, you know, uh what is up speak, I don’t know, explain that the listeners might not know. And you’ve already focused in on that. And that is how you are doing this interview without actually fully being so over prepared. You know, you, you don’t have miles of questions written out. This is more about

[00:19:05.39] spk_0:
being I’ve been on, I’ve been on those podcasts where the questions are out of the blue. Okay? You want me to pivot to this new subject because you don’t want to ask me anything about what I just said for the past two minutes. Okay. Here we go. Yes, I’ve been on those. Yes. And

[00:20:28.74] spk_2:
you can take that essence into the pitch into the boardroom into, you know, working with your staff. You don’t have to be 100% fully prepared. If you know how you want them to feel, you will get into their mindset and you will always be advocating for them. And so you take yourself out of that bubble, you then know exactly what you’re gonna say each and every time because you’re an advocate for your listener. Uh It happens. Same. There is a nonprofit podcast host that I work with creating their show and he then asks, well, I should write up a script. I should write up questions. What should I, you know, what, what should I say on the show? I don’t know. And it goes back to okay, who is your ideal listener? Who is the one person you’re talking to? Because in the podcast, at least that you don’t see your listeners. So focus on that one person. What are their challenges? What are their pain points? What are they looking for in this podcast? And how can you help them answer those questions for them? And he was like, oh, so I don’t need to write out a script. I’m like, no, because if you do, then it sounds like you’re just reading a script, I can tell. But if you go with the feeling and the emotion, you will always answer their questions because you are being an advocate for that person.

[00:21:32.68] spk_1:
It’s time for a break. Over 50,000 nonprofits in 96 countries, 50,000 use donor boxes online donation platform and why not? It’s four times faster, checkout easy payment processing and there are no set up fees, monthly fees. There’s no contract. How many of your possible donors drop off before they finish making the donation on your donation page? Stop the drop, just stop it. Donor box helping you help others. Donor box dot org. Now, back to what power really sounds like using your voice to lead with Mary Chan.

[00:21:45.65] spk_0:
You have another strategy that you’re going to share tomorrow that you can share today with nonprofit radio listeners. One of the things is I don’t want you holding back on because they can’t be all be here. Some of them. So I don’t, don’t hold back. Yeah.

[00:24:03.26] spk_2:
So a lot of this I’ve talked about is mindset, but we also talk about the literal voice as well. Like your vocal voice box, your vocal cords and all of that. And so one of the ways to get into your literal voice is through your body. So we’re gonna work on some breathing because without air, your vocal cords actually don’t work. It’s a rare that pushes through the two chords that actually vibrate to make your vocal chords work. So if you don’t have enough breath, and I’m talking about breath in your belly. So your diaphragmatic breathing. So that’s the area like right below your rib cage and right above your belly button, that whole circular area of your torso when you breathe, I want you to breathe in through there, not through your chest. If you’re breathing high in your chest, then that creates more of a fight or flight. If you are in danger, you’re constantly breathing in your upper chest area. So if you’re getting ready to speak and you’re breathing in your upper chest area, that creates a lot of anxiousness, anxiety. So we wanna breathe lower in the belly. We talk a bit about that. We will also talk about the other physical aspects such as your um nonverbal facial features, body language that totally ties into your voice. Because if you, you know, think about it just if you’re sitting down, fold your arms, crunch yourself over. First of all, my diaphragm is being locked. I can’t breathe very well. And so my voice is going to be a bit more shaky sounding. I’m not gonna be very confident, but if you can open up your body, so now I have my hands out to the side. My diaphragm has more room to breathe. If I were standing, I may have been, my feet would be shoulder width apart and I would be able to sway a little bit back and forth. So I’m not just standing stick straight because that affects the tone of your voice, that affects how you’re feeling yourself because however you feel is then express through your voice and then the listener will pick up on that as well so that you want to make sure however you’re feeling is what the listener is going to feel. So if you can hone in on what the listener feels, then you won’t be so focused on your own feelings. Does that make sense? Yeah.

[00:24:22.46] spk_0:
Yeah. I mean, it sounds to me like you need to be comfortable. We’re talking about voice, be comfortable in your own voice and that will create comfort in your listeners.

[00:24:27.27] spk_2:
Yes.

[00:24:28.60] spk_0:
No,

[00:25:12.51] spk_2:
no. Yes and no, because you, you can be comfortable in your voice. But then when you stand up on that stage or you’re in front of people or what have you, then that anxiety sometimes can come up right? That oh my gosh, there’s all these people staring at me. I need to talk now. So then you get into, okay. What are the foundations? I said breathing. So if you start breathing, calm yourself down and then once you get into that calmer state or opposite as well, it doesn’t necessarily have to be about calm. If you just want to feel more energized, then you could be, if that breathing will help with your energized state. However, you want your listener to feel you need to get into that space yourself. Is what I mean,

[00:26:17.29] spk_0:
I can think of it from the negative side because I’ve done stand up comedy and improv also and, but specifically stand up comedy when you’re there by yourself in the spotlight. Um The audience can sense nervousness, anxiety, you know, they, you know, like comics will say I’m not a professional comic, but I’ve been around them and I’ve done some of my own, you know, like the audience can smell it. They can smell if you’re nervous and that’s going to ruin their laughter because they’re nervous for the nice people feel bad for you. So they don’t want to laugh at you. And then the, the harsh, harsh people are either gonna heckle you, which can be very difficult, especially very new comic or they’re just gonna not respect you as a comic because they can, they can smell your nervousness. So on, like on the negative side, people can tell it is the pauses. I think some of it’s the facial expressions you were talking about. It’s probably is also your body language. It’s your timing. It’s your timber of your voice, the tone of your voice. Is it shaky? And you know, people can smell that. So I guess that, like I said, that’s on the negative side. You don’t want people sensing that out about you.

[00:26:42.39] spk_2:
Yeah. Exactly. Yeah. But again, if you, I’m just gonna harp on it one more time. If you focus on how the listeners gonna feel, right? You will not then focus on your own nervousness, right? It’s not about you. It is about the person and that makes you a

[00:27:08.85] spk_0:
giving speaker. You’re, you’re giving to your audience, whether it’s stand up comedy or a 60 minute presentation at N 10, like you’re doing your, your, your audience is counting on you and you’re giving to them by, I would say channeling them, you know, you’re saying, recognize how they’re, how you want them to feel. You’re giving to them either way you’re, you’re giving speaker. Yeah,

[00:27:38.63] spk_2:
because people don’t also like if you’re, if you’re doing a speaking big, people don’t want to come here to not learn something. They’re, they’re here for a reason. They have expectations. Yeah, they want to learn, they want to be entertained what, you know, doing the stand up comic stuff. So you’re here to serve them in that way. It’s not about you. It is not about what specifically you’re going to say you are here to help them. And so if you channel a bit of that, then it doesn’t really matter what the exact words are. And if you forget your notes, you know, there’s always slides to help you out to remember a little thing here and there. I remember

[00:28:16.15] spk_0:
seeing lots of speakers like changing, revising their notes in the last five minutes and then they don’t even look at them and you can’t, you can’t see that thing. You wrote up the side of the page because there was no room left in the last five minutes. I’m going to turn the page and read that. But if it makes you feel comfortable fine, but you’re never gonna be able to turn to it. Um, what else, Mary Chan, what we haven’t talked about that you’re gonna share with folks tomorrow anything? I haven’t asked you, uh, anything you want to know.

[00:28:19.15] spk_2:
Well, the fact that this, it’s participatory, I mean, I’ve gone to most, you know, conferences. People just sit there, they take notes on their laptop and all that stuff, but it is a session about your voice. So it’s going to be participatory. I’m not forcing

[00:28:34.85] spk_0:
anybody.

[00:28:41.73] spk_2:
Yes. You know, so I, I would love people to interact and to get out of their comfort zone. You know, if they’re afraid to speak in front of people coming up in front with me. Let’s give it a try, make it,

[00:28:53.90] spk_0:
you’ll make it a safe space. Of course.

[00:29:06.84] spk_2:
Exactly. It will be a safe space. We are all here to learn together. And so I want to provide that opportunity for people and have that stage for them. I

[00:29:24.45] spk_0:
don’t want to spend a little more, a little more time. Do you mind? What were your thoughts about, like last minute preparations? Do you have advice about the last five minutes before you go on the last 60 seconds before you go on? Let’s, let’s take a, not a podcast, but let’s take a little little. What, what I would consider a little higher pressure live audience? 75 or 100 people coming to a conference session. Okay. Maybe it doesn’t matter. It doesn’t matter, doesn’t matter. Last five minutes, last 60 seconds. What do you, what do you recommend

[00:32:08.15] spk_2:
before you get ready to speak on any stage? Whether you’re just talking one on one with someone could be a big arena, doesn’t matter. You need to be centered on your message. So finding a quiet space, if you like to meditate, meditate on that, if you are someone who likes to be energized, do what it is that you need to do. I had someone once was like, I need to do some push ups before I get on stage. Great. Go do that because it’s not always about to calm myself. Down my nerves or? Oh I need to calm myself down. How are you feeling in that moment? And what will serve you? So, for me, sometimes I need to shake my hands. I need to shake my body. Uh This other person that I worked with whenever she gets nervous, her left leg very specifically shakes. So she knows I need to shake up my leg beforehand. I need to move my body in a certain way beforehand. So getting out those body nerves, however it c fits for you, make sure you have time to do that and then breathe the diaphragmatic breathing, making sure that you’re breathing through your belly to calm your your nervous system, not necessarily your nerves because if you want to be high energy, then you want to have some of that to play off of but to calm your nervous system. Um and uh vocal warmups, here’s one that could be fun and you know, if you’re in a room and you’re not in a private space, it could be a little embarrassing, but it doesn’t matter who cares. Pick a vowel, any vowel will say ah and start thinking of your voice like an elevator. So an elevator has a bottom floor. So we’re gonna talk about like your chest is the bottom of the elevator here. Uh And I don’t really care what tone you’re using just uh and then you’re gonna go up the elevator, you’re gonna go a little bit up higher into the throat and then higher up into the nasal cavity, uh, and high up to the top of the elevator, which is the rooftop garden, the top of your head. And you are gonna probably sound really weird and crackly, which is all great because you’re warming up and go up and down that elevator. So you’re figuring out what is your vocal range for that particular day? And you’re gonna sound terrible. You’re gonna, um that’s just a vocal warm up to get you your, if you’re gonna speak high because you’re so excited, you can get up there. If you want to bring it down low, you can get down there as well. So just make sure that you prep your voice beforehand.

[00:32:24.53] spk_0:
Leave us with some inspiration about voice. Voice, story, power,

[00:33:50.77] spk_2:
confidence, yeah. Voice right now is such a beautiful space to be in because there are so many platforms to get your voice heard, whether that is social media, you know, conferences are back in person doing a podcast, interviewing people like there are so many ways to get your voice heard and we need that diversity in the podcasting space alone. It is mostly white men who lead and host uh top rated shows, women are coming into the space, but they are not in the space as big as the men are and people of color even smaller number. And so we need that voice diversity. People want to be in connection with people who sound just like them. And so if you have a message, and in fact, I was speaking to somebody this morning at breakfast here at the conference, she was saying she has a podcast, she hasn’t launched it yet. She’s done a whole bunch of interviews, but she’s just scared, not ready, it’s busy, but people are looking for that content. Her message needs to be heard. And so if you have a voice, I challenge you to use it in a way that leads and shares a message that you are so passionate about because we need it today more than ever.

[00:34:02.34] spk_0:
Mary Chan podcast, strategist, voice coach and CEO at organized sound productions. Thank you very much, Mary for sharing. Thank you for sharing. Thank you for being with tony-martignetti, non profit radio coverage of 23 N T. See where we are sponsored by Heller consulting technology strategy and implementation for nonprofits.

[00:35:47.80] spk_1:
It’s time for Tony’s take two to give Butter webinar is coming up. It’s debunked the top five myths of planned giving, debunk these insidious hateful myths. That’s what I’ll be doing. It’s Wednesday the 14th of June at two p.m. Eastern time, but that doesn’t matter. Just sign up, get the video and watch anytime. I think this webinar is going to be particularly fun because the host from Give Butter Floyd Jones is gonna be with me right next to me co located. So we will be uh exploring these hateful myths together and keeping, keeping it light, let’s say, as I debunk them for everyone, you sign up at give butter dot com. Just go to resources. That’s Tony’s take two. It’s that simple. We’ve got boo koo, but loads more time here is using your executive skills.

[00:36:15.11] spk_0:
Welcome to tony-martignetti non profit radio coverage of 23 NTC 2023 nonprofit technology conference at the Colorado Convention Center in Denver, Colorado Day to where we are sponsored by Heller consulting technology strategy and implementation for nonprofits. With me. Now our Dana Emmanuel Director of Learning and Innovation at New Moms and Sky Tyler. She’s solution architect at Exponent Partners, Dana and Sky. Welcome to Nonprofit

[00:36:28.19] spk_3:
radio. Thank you, Tony. Thanks for

[00:36:38.49] spk_0:
having a pleasure to have you. Pleasure. Your topic is harnessing executive skills to achieve your goals. And we’re talking about 12 executive skills. Uh Dana, why don’t you give us like a 30,000 ft overview and why this is important for nonprofits?

[00:37:16.29] spk_4:
Executive skills are the 12 brain based abilities that govern how each individual, everybody with a brain, each individual organizes things reacts to things and get things done. So they really govern how we set progress towards and achieve our goals. And in the nonprofit space, when we understand our own executive skills, our colleagues executive skills, and if we are running human service programs, we do at New Moms, we understand our participants executive skills, we can do a lot to design our programs and products and services in a way that leverages executive skills to help people achieve their goals and mitigate some of the struggles that come up when our executive skills are stretched. And by understanding that we can really, I think accelerate some of the impact that nonprofits have talked about.

[00:37:43.41] spk_0:
We’re talking about individual,

[00:37:45.63] spk_4:
individual,

[00:37:47.27] spk_0:
contribute to organization level goals, talking about our own executive skills and our own goals.

[00:38:10.52] spk_4:
You can imagine it starts at the individual level. But once we understand our own and each other’s like, for example, Sky and I have been working together, she knows my executive skills. I know hers, I understand her goals. I can help her achieve some of her professional workplace goals by understanding her executive skills as well. So understanding individual executive skills and goals helps us achieve better kind of die attic goals in the partnership and the relationship in the workplace.

[00:38:24.90] spk_0:
I understand you’ve been working together for many years, but you’ve never met

[00:38:28.72] spk_4:
in person, not even many years. So

[00:38:37.81] spk_3:
we actually connected through the NTC conference, the session that Dana submitted that got accepted um needed a partner. And I was really intrigued by the content by the information around the executive skills and the idea of how they can be applied. Exactly, as she said, both from an individual basis and also a group or organizational basis. So I just raised my hand and said, please let me help however I can. And it’s been a great working relationship for the past couple of months.

[00:39:18.67] spk_0:
Congratulations on the partnership. And it’s exciting to meet in person. Um, do we need Sky? Do we need to identify the 12? Uh, is that, is that, is that, is that, it sounds like something that’s more appropriate for a slide on the screen? But we don’t have that, do we need, but do we need to identify the 12 for folks to get a full grasp of the subject?

[00:39:45.10] spk_3:
I think it’d be a really great idea. Um One of the nice things is they’re kind of grouped into sections, there’s three major groupings of executive skills. Um And then within each of those, there’s anywhere from, I believe, 3 to 5 per there, I’m definitely going to lean on Dana for this since it is her area of expertise and let her go into it. But I would also say that there’s some great resources that your listeners can find online because we’ll probably go through them pretty quickly. Uh not only on this podcast, but we also do it pretty quickly in the session and being able to have those resources to go back to afterwards are incredibly useful. Okay, let’s

[00:39:56.33] spk_0:
take care of that now. So we don’t forget where, where can folks find those resources?

[00:40:14.35] spk_4:
So New Moms has an extensive um resource bank of information about executive skills at New moms dot org and I’d also encourage people to check out the E F works library dot org. Sometimes executive skills are called executive functions. And E F works library dot org has a lot of information that we’ve relied on to build out our programming at new moms as well.

[00:40:25.35] spk_0:
Okay. So new moms dot org and E F works works library dot org. For the, you can learn about the 5 12 executive functions or executive skills. Okay. Are we able to between the two of you? Can we take off the 12? Okay, because they’re not using notes. Neither one has a note sheet. I don’t know if they didn’t think I would ask. But um okay,

[00:41:09.45] spk_4:
working memory is one of the executive skills. So you’re testing ours now. So in the first bucket that sky referred to, there’s um how we organize bucket and there are three within that. It’s organization skills, time management, skills, and planning and prioritization skills. Time management is less about showing up on time though. That’s part of it. It’s more about estimating time, estimating how long a project might take you, how long something may or may not need to take. And so that’s why it’s bucket id in an adjacent to planning and prioritization. Okay. I can already tell

[00:41:31.67] spk_0:
that that executive skill in me is more like mid level down to work or be skill. I consistently underestimate the time that it will take me to complete something I

[00:41:55.22] spk_3:
want to I want to jump in on that though because you hit on an excellent point here that there’s, there’s not like a winner or loser. So it’s on a spectrum from strength to struggle and to Dana’s earlier point, these are 12 executive skills or executive functions that anybody with a brain has in some level and really being able to identify that without even taking the quiz or the evaluation or attending a workshop that takes a certain level of self awareness, that that’s something that you struggle with. And then exactly. So everybody falls somewhere and just being able to identify that and then I’m sure we’ll get into the part later about how to make accommodations to better support you. Okay.

[00:42:19.03] spk_0:
Thank you. That’s very gracious. Thank you. Alright, thank you. Alright, Dana, continue. Right. Our next

[00:42:36.56] spk_4:
bucket. Our next bucket is how we react and there are five executive skills within that bucket. Now here’s where my working memory is going to get tested. So the first one is stress tolerance. The second is emotional control. The third is response, inhibition. The fourth is flexibility, less physical and more cognitive flexibility, mental flexibility. And the fifth is working memory, I believe. Alright.

[00:42:51.97] spk_0:
That’s the five awesome. All right. Um Anything you want to say, do you want to, are you able to go back now?

[00:43:37.62] spk_4:
Wait. No, it’s meta cognition. Here we are six. No, I was wrong working memories and the subsequent bucket. So meta cognition is the fifth in that bucket. So how we react bucket is emotional control, stress tolerance response, inhibition, flexibility, and meta cognition and sky. And I share a strength in meta cognition, which is reflecting on how we’re doing. For example, how we are doing right now. In the, in this radio interview, in this podcast interview, meta cognition is the ability to step back and assess how you’re doing and maybe even pivot so that you can perform in a, in a way that you want. Um So that’s one thing to know about meta cognition. The other element that people sometimes ask about is the difference between emotional control and response, inhibition and response inhibition is really about knowing the consequence of your action before you say or do something. Whereas emotional control is about in the moment actually controlling, you can have response inhibition, but struggle with emotional control or vice versa.

[00:44:43.74] spk_3:
So I think my mom was a great example of that where her emotional response, maybe anger frustration, uh something like that to a unfortunate circumstance. But her response inhibition uh is she was able to hold back and not, you know, have an emotional outburst or when we were kids, you know, scold or yell at us about something. So she was able to like pull back a little bit, recognize like, okay, I’m upset in the moment. Things didn’t go the way I wanted whatever the case is. But that doesn’t that doesn’t allow me to, you know, have an outburst on my Children. So she still had that, that emotional response but was able to inhibit responding, verbally or physically in the

[00:45:09.66] spk_0:
world. Thank you for sharing about your mom. Is there such a thing as hyper meta cognition? Because I feel like I’m commenting every time but only on select, select executive functions um constantly correcting. And then in the moment saying, oh no, wait, I should go back, go back and do it this way. Wait a minute, I should be doing this other thing. I feel like I’m in the hyper stage of meta cognition.

[00:45:38.71] spk_4:
It’s such a good point. Tony. Yes, absolutely. We can, I would say over use our strength sometimes to the effect that it prevents us sometimes from calling on another one of our executive skills. I too can get really into meta cognition. Um Reflecting on how I’m doing, wanting to do better such that it actually causes me to slow down on the next bucket, which is how we get things done. Um So my ability to reflect on how things have gone prevents me from getting started on something else. And so I have to be aware of that, that even though it’s my strength, it can get in the way of another executive skill. It’s starting to feel like a

[00:45:52.60] spk_0:
therapy session. You know, there’s no fee involved said that immediately. Um Alright, our third or third skill

[00:46:22.33] spk_4:
bucket, the third bucket is how we get things done. This is moving from planning, from reacting and into implementation. And how we get things done includes sustained attention, task initiation, working memory and the one that you working memory, you’re gonna learn y’all. That working memory is my, is my executive skills struggle. There was something

[00:46:30.31] spk_3:
around like um physical mapping. It was like a mental version of organization.

[00:46:37.02] spk_4:
I’m sorry everyone.

[00:46:49.89] spk_0:
I’m not, most folks probably not counting but okay. So we have 11 and if it occurs to you just blurt out, this is not profit radio, it’s totally casual. All right. Um Almost to the state of anarchy sometimes.

[00:46:56.95] spk_4:
Okay.

[00:46:57.73] spk_0:
We, I feel like we should honor that one since we gave a short shrift. So let’s just do a little explanation. Explanation of what goal directed.

[00:47:08.55] spk_4:
Alright. Goal directed persistence,

[00:47:11.84] spk_0:
short term memory,

[00:47:13.76] spk_4:
working memory and I might share some executive skills, strengths and struggles. And this is actually really good for us to know in our working relationship.

[00:47:27.30] spk_0:
Goal

[00:47:34.95] spk_4:
directed persistence is, well, let me ask you if you have ever set a New Year’s resolution. No, I’m not too big on

[00:47:41.82] spk_0:
resolutions. No, I’m not. I mean, ever, yeah, when I was much younger, but I just, I don’t know, I just, I just get things done or I try to just make change like I’ll work out more common, you know, or I’ll whatever take more free time is another good one. But I’m not in the past probably 10 years or so. I’m not too big on New Year’s

[00:49:00.62] spk_4:
resolutions. Okay. I think that’s, that’s interesting. I’d like to talk with you and, like, learn more about how you enact those, those. Okay. I feel like I’m pretty good following through. So I struck with goal directed persistence in that. I’m really excited about planning and organizing and putting into like an idea, a goal that I have and then I met a cog on it. I reflect on how it’s going. Um And I can sometimes get um I lose the momentum and I think many people who have started a big goal at the beginning of the year, a big work goal, a big personal goal where I will, can I identify with this, that the persistence piece of your goal can be a struggle, especially over the long haul, especially when there’s environments that are maybe stressful or you’re tired or other things are kind of maybe having you shift your priority or that kind of motivation for that goal. And goal directed persistence is the ability to really sit down, put your head down and persist with passion and grit towards that long term goal. All right, you can see why some of these skills are really important in the nonprofit space when we talk about persistence and passion, which is great towards a long term term goal, what we’re doing in the nonprofit space to have an impact really does require goal directed persistence. Alright.

[00:49:38.66] spk_0:
So we’ve identified these 12. Um How do we, should we identify the, that you Scott? You said neither one is good nor bad, but there’s a spectrum of, I guess performance for each, for each one. All right. Um What’s our next step toward helping? I use these 12 to achieve our goals?

[00:50:03.08] spk_3:
Well, we’ve, we’ve kind of started already on the first step, which is identifying for ourselves, what are our strengths and weaknesses? And so there’s usually an evaluation process and and there’s not like this is my one good one and this is my one bad one. Again, we all have these skills to a certain level of capacity. So really being able to clearly identify like what are my top three or four strengths and what are the three or four things that I struggle with the most and getting really clear on what that means for you, right? And then you know, task initiation or time management can show up in different ways for different people, both as strength or as struggles. Oh,

[00:50:38.87] spk_0:
so the spectrum is the same for all 12. Strengthen struggle. Yes. Okay. Same spectrum. Alright. Alright. Um So at these places where the resources are but new moms and the other one, the library, the E F works library, there are I guess self tests, self assessments for you to identify your three or four top as you said, Sky and three or four or three or four. That your strengths and your struggle, I don’t want to top and bottom. It doesn’t sound like strength and struggle. Right. Okay.

[00:52:28.16] spk_4:
Yeah. So it’s important that everybody assesses their own executive skills rather than somebody else assessing somebody else’s executive skills, at least for adults. Um I should note that the executive skills, you know, the research, executive skills or executive function really comes from the, the neuroscience research around um A D H D and some of the methodology for supporting people who are neurodivergent and in setting and achieving the goals that they have for themselves and their families. And so a lot of the research, we’ve been able to adapt um new moms for our programming part participants as well as for our staff. Um no matter, you know, if they have um if they are, you know, neuro diverse or not. And so there’s a lot of neuroscience research that backs this up as well. And it’s really also important to know that everybody’s executive skills are normal for their early life experiences, their current circumstances, their resources that they have. And so we really encourage folks not to judge themselves for their strengths and struggles of executive skills and not to judge other people for their skills. Because again, everybody has them and the ones that you have are normal, they show up as behaviors and the behavior is where we like to kind of focus in our support for our colleagues and participants. And that’s really moving from the knowledge that we just talked about executive skills, knowledge, understanding my own understanding, my colleagues and moving into practice. Now, what can I do about it is understanding the behaviors that result from the skills

[00:52:36.00] spk_0:
and that’s gonna vary for obviously, that’s gonna vary for all the 12 skills. Okay. Um In your session, you had your session already

[00:52:44.50] spk_4:
this afternoon,

[00:52:45.05] spk_0:
this afternoon. Oh, this is a great,

[00:52:46.92] spk_4:
okay. Alright. Goal directed persistence carried

[00:52:56.53] spk_0:
away, carried away with. No, we’re not getting carried away. That’s what the topic is. Um You’re going to have our folks gonna take a self assessment in the in the session so they can walk away knowing what their strengths and struggles are. They’ll

[00:53:04.55] spk_4:
do is they’ll do an abbreviated self assessment and then they’ll have the link to the executive skills self assessment which your listeners can take as well. Um And they can do that. It takes about six minutes um to do that and you get an email with your executive skills, strengths and your struggles and the definitions of all 12 that we just went through today. Okay.

[00:53:42.64] spk_0:
What else can we help listeners with in this uh podcast format? Given that we don’t know there’s 13,000 people. So I don’t know, are they’re general generalizations or like trends that you could talk about? Like maybe most people are strong in one or struggling another since we, we don’t have our audience. I’m certainly channeling them, but we don’t have them before us. How can we help our

[00:54:21.72] spk_3:
listeners? I think one of the best things to think about with the executive functions, executive skills is to think about the rightness of fit of what you do. And so if you think about your job, whatever your job duties are the tasks that you are responsible for or how you have to interact with other people. Identifying how well your strengths support those responsibilities and ways that the things that are your struggles may inhibit your ability to perform at your best. And this can be really challenging. Again, especially in the nonprofit space where folks are wearing so many different hats, you might have very, very different responsibilities over the course of a day or a week. And so identifying what your strengths are knowing how they show up in your life as behaviors. And then also reconciling that with the work that you do in the way that you do it to help move those responsibilities and your strengths closer together.

[00:55:28.69] spk_4:
Can I give you an example? Absolutely. So I’ll share kind of how we encourage our staff at new moms to learn about share and then um apply their executive skills in the way that sky is talking about my executive skills, strengths, our time or excuse me, my executive skills, strengths are organization, meta cognition and my executive skills struggles. Our time management task initiation and working memory. And so what I know is when I’m planning a project, I’m really good at getting things organized. I’m really good at mapping it out on a calendar. I struggle with the actually doing of the thing. My job requires the doing of the thing. And I supervised strategy. You’re

[00:55:34.99] spk_0:
learning and innovation. Exactly. You need to be actually innovating. Exactly. Just planning for innovation.

[00:57:13.09] spk_4:
So, um exactly. So we can’t just plan, we’ve got to do. And so my, my colleagues, my peers, my boss, Sky knows that I struggle with task initiation. And so knowing this about me, what can they do to help? Maybe put a reminder on a calendar invite that they have. So it sends me a notification. This is coming. What can I do to know that task initiation might trip me up. And so I need to have a use a piece of technology that helps me get started or I need to use the five second rule to get me started. It’s really understanding how our executive skills struggles for me of task initiation gets in the way of one of my key responsibilities in my job and how that doesn’t hinder my ability to perform in my job because Sky knows and can help me with my struggle. My peers know and I know there’s as well as their strengths. And so I can say Sky, you’re really good at task initiation. Can you help me with this So you’re unabashed about sharing. Absolutely. We encourage that we have a list all 70 staff members and new moms. Um take the executive skills questionnaire, all 400 of our participants and take the executive skills questionnaire and everybody shares their strengths and struggles. So it’s a common language that reduces self judgment and judgment of other people. Because again, executive skills are normal for our early experiences, our current resources, states of stress or environments of stress that we might be in. And so the shared language, the shared understanding of what we can do um to support one another with executive skills struggles, helps us work better together. So Sky and I have been able to work better together because we’ve known each other’s executive skills.

[00:57:30.58] spk_0:
What’s the five second

[00:57:31.68] spk_4:
rule? Five, second rule is if I think of something that I should do and it takes me less than two minutes to do it, I do it right then and I have five seconds to get started. So if I’m like the one

[00:58:11.02] spk_0:
that, that’s the one that you and I share the uh which one was the being in the moment, the one about being in the moment, evaluating yourself in the moment, better cognition, right? Thinking that’s okay if it takes fewer than two minutes and you get started within five seconds, like I could go move the laundry from the washer to the dryer. Otherwise it’s going to sit in the washer overnight. Because the buzzer went off 20 minutes ago and I just now thought about it, um, again and if I don’t do it now I’m afraid I may not remember until it turns to mildew in the washing. That never gets that bad. But I’m a pretty good housekeeper. Things don’t get that. I don’t have military clothes. Let’s just, that was a

[00:58:27.61] spk_4:
joke that I could do

[00:58:31.43] spk_0:
that in two minutes. I could just knock it off. Now. I don’t have to worry about it anymore. It’s very reassuring to know. I don’t have to deal with that

[00:58:58.90] spk_3:
anymore. Well, and if you think about it in the context of like working memory, um, our brains don’t actually work like computers where we can like plug in additional memory, right? We have a limited capacity of what we can hold in our mind at any given point in time. And if you have to do list as long as your arm and you’re looking at your to do list and you think, okay. Yeah, I need to do all of these things, but you don’t actually ever get started on any of them and you’re thinking about it, maybe you’re planning it, it’s taking up more and more mental bandwidth. But if you look at something on your list, you’re like, oh, I need to send the minutes from this last meeting to this group. The minutes are already written in type. I just need to send them and you just go 54321, you open up your inbox, you start typing the message and you click send and now that’s done. Now that’s out. You don’t have to hold it in your working memory anymore.

[00:59:42.30] spk_0:
Calendar is a, is a big one for me. I remember that I gotta have a calendar. A reminder to see. Trigger. Did I hear from someone who I just emailed or I emailed yesterday and I forgot to put it in the calendar. I think if I, if I don’t know if I don’t do it, I don’t hear from the person now. You know, I’ve lost an opportunity or, you know, whatever it is that you’re supposed to follow up on me with supposed to follow up with me on uh, so calendar is one that you just get it done. All right. So it takes less than two minutes to do it within five, start within five seconds. You can do it within two minutes and still more bad way because

[00:59:52.34] spk_3:
if you take longer than five seconds, then your medic cognition is going to start thinking in and you’re gonna be like, oh, well, I also need to do this and I have to remember to do this and you’re gonna get completely distracted by it. Yeah, that happens.

[01:00:05.60] spk_0:
Right. Right. There’s another one too, there’s another reminder that the email reminders, the follow up reminder, triggers a reminder that I got to send an email to somebody else and then I have to calendar the follow up to that. It

[01:01:19.12] spk_4:
does cascades, cascades and you can see how it impacts working relationships and um you know, individual and workplace goals, something that you’re doing naturally, which happens when people explore executive skills, they identify, this comes naturally to me. I’m good. This is strong for me and I can see where this shows up and what you’re doing. Dhoni is identifying how this shows up as a behavior, how this shows up in your daily life, in your work life and in a working relationship, this gives us an opportunity to talk about what we call environmental modifications. What you’re talking about with the calendar being helpful for you is an environmental modification and environmental modifications are the tasks, technology adjustments to process or policies, individuals around us that help to modify the environment to make it easier for us to use our executive skills, strengths and to mitigate our struggles. So like using your calendar for reminders for what’s coming up next is a great environmental modification. Um We have a whole list of suggested environmental modifications that are affiliated with each executive skill. So for example, if I struggle with time management and time estimation, what environmental modification can I do for myself? What can my colleagues do to support me knowing that that’s going to get in the way,

[01:01:38.11] spk_0:
just add two days to every estimate?

[01:02:43.47] spk_4:
Exactly. Exactly. Or for example, um you know, I might be working with a colleague that struggles with time management and I might say, you know, colleague, um I think this should only take about 30 minutes, give them some, some sense of how long that might take. Otherwise, maybe they’ll take five hours on it. Right. So to help one another, using environmental modifications is one of the steps to help leverage executive skills to achieve our goals. Because if we don’t modify the environment and we set a goal that requires us to use our executive skills struggle, it is hard to achieve that goal. It is harder. We might self judge, we might tell ourselves false stories about things that we can or can’t do. It’s really about what small tweaks can we do to our, our work to our process, to our technology. What systemic environmental modifications can we do to reduce barriers to people’s goals? There’s a whole other conversation about equity here. Um That really is incumbent on people in the workplace to, to adapt and modify the environment, to support their goal achievement and to support their colleagues goal achievement as well.

[01:02:54.94] spk_0:
New moms sounds like a pretty high functioning team.

[01:02:58.22] spk_4:
I’d like to think

[01:02:58.79] spk_0:
so. Yeah, high functioning place to work. We

[01:03:00.89] spk_4:
are. Congratulations. Thanks. We’re celebrating 40 years this

[01:03:03.73] spk_0:
year. What can you say briefly what the work of new moms

[01:03:20.43] spk_4:
is? Yeah, new moms engages and partners with young moms under 24 years old as they are setting and progressing towards goals of housing stability, family well being and economic mobility. So where in Chicago, in the Chicago suburbs? Alright,

[01:03:29.63] spk_0:
we’re not done. I just uh sounds like a very uh impressive team, high functioning. You mentioned that there’s an equity side to this in terms of the resources, the processes that we put in place to help individuals and teams. Let’s let’s spend some time talking about the equity side of

[01:03:42.11] spk_4:
this. Um You’re welcome

[01:03:44.02] spk_3:
to, I’ll.

[01:07:16.71] spk_4:
Okay, great. Okay. So executive skills, the way that new moms came to executive skills is really um by learning about the brain science about executive skills in our job training program, we have a job training program for young moms. And in 2016, we were introduced to the idea of executive skills were not familiar with it. And where what we really understood was this is about shifting our human service programming, our job training programming from what we as the program, designers and administrators feel should be the program goals to what the goals are for the young moms in our program and shifting to be participant centered in goals. Really had us think about how do we help and support young moms who are experiencing scarcity. Leverage is leverage the strengths that they already have to achieve those goals. And what are the barriers getting in the way of those goals? And when we started to think about the strengths and expertise and skills that they come to our programs with learned about executive skills, learned about executive skills development in adolescents, which is the population that we work with. We realized that we had really missed the whole foundation of programming, which is understanding brain development and designing our programming based on adolescent brain development and executive skills. So when we shifted our programming to really focus first on executive skills, young moms learn about executive skills. They take the executive skills, self assessment, they identify their strengths and that’s where our program focuses on their strengths, what we can do to leverage their strengths no matter their situation and focus on their goals. First and foremost, before our program goals or a funder goal that radically shifted our whole programming design and environment. And we scaled that approach to all of our programming um over the subsequent few years. And so now, rather than a top down um program design, we have much more um partnership focused program design in our housing and family support and job training programs where young moms are setting the goals, we leverage their executive skills, strengths and coaches work with them to mitigate and modify the environmental barry that they may be facing. This could look like giving moms diapers to reduce the source of stress that diapers puts on a mom. So she can focus on a longer term goal and not have to think about diapers, but rather think about graduating from her college program. This could be something like um supporting a mom as she sets a goal for, um, you know, persisting in applying for, you know, a job and leveraging executive skills, mitigating some that might get in the way by giving a transit pass. So she doesn’t have to worry about how she gets to that interview. There are a lot of ways that we can think about modifying the environment in a way that elevates somebody’s individual goals and that brings more equity into their goal progression and goal achievement. And that’s just one slice of the way in which equity um is central to the executive skills approach that we use at new moms. Yeah,

[01:08:10.25] spk_3:
I think outside of the programmatic service piece, another way to look at this is from the team perspective and what I’ve seen in my, my career personally and, and in conversations with other people is a lot of time at performance improvement reviews. There’s a focus on how can I improve the things that I’m not that great at. And the science has shown that it’s a lot harder to move the needle there than it is to continue to strengthen the things that you already have a natural inclination to. And so when you think about looking at your executive skills and your goals, if you’re able to set goals that are designed in such a way that the strengths you already have are able to help and support the progress of that goal. And then the environmental modifications are put in place to minimize the impact of your struggles. You’re much more likely to achieve and make that progress than if you were to say, I’m going to set you up for a goal that is actually in direct conflict with one of your struggles and expect you to in addition to make progress on the goal, also improve this thing that you already struggle with.

[01:09:29.00] spk_4:
That’s so important. I’m so glad you said that. Thank you. It really also gets to the point that we we uphold in that when we are exploring executive skills and using these strategies and coaching ourselves and colleagues and participants in our programs, we are not trying to change somebody’s executive skills. We are holding that you have a range just like I have a range just like everybody has a range of strengths and struggles. And our purpose behind understanding executive skills is leveraging the strengths that you already have and not changing who you are, but rather modifying the environment so that you can better leverage those strengths that shift in language and understanding moves us away from a deficit based perspective to really strength based perspective in human service design, in workplace culture, no matter the organization or the goals of the organization, it

[01:09:40.93] spk_0:
feels like an ideal place to leave us. Is that alright? Alright. We feel like we’ve covered hasn’t been an adequate preparation for your session. This afternoon. All right. All right. They are Dana Emmanuel, Director of Learning and Innovation at New Moms and a lot of the resources that we talked about our at New Moms dot org high functioning team, I believe, sounds like. And also Sky Tyler Solution architect, solutions. Are you both innovation solution doers

[01:10:00.22] spk_3:
doers helping people do the best work better.

[01:10:29.30] spk_0:
Thank you. Sky helping people do their best work better. Awesome solution architect, Sky Tyler at Exponent Partners and the other resource for the for the 12 executive Skills and the self assessment. And I assume the resources to help you and tools for the skills that you’re, you’re on the struggle end of the spectrum with you’ll also find that E F works library dot org. Yes. Okay. We didn’t talk about the resources because they’re all like skill dependent, right?

[01:10:38.29] spk_4:
Okay. Yeah, there’s a lot of resources on executive skills out there.

[01:10:44.33] spk_0:
Okay. New moms dot org and EF works library dot org for all the resources. Thank you very much. Thank you both. Thank you Sky. Thank you for contributing. Thank you for sharing, sharing. Thank you very

[01:10:55.25] spk_4:
much. Thank you

[01:10:57.01] spk_0:
and thank you for being with tony-martignetti, non profit radio coverage of 23 T C where we are sponsored by Heller consulting, technology strategy and implementation for nonprofits. Thanks for being with us

[01:11:41.53] spk_1:
next week, feasibility studies. What why and how if you missed any part of this week’s show? I beseech you find it at tony-martignetti dot com. We’re sponsored by Donor Box with intuitive fundraising software from donor box. Your donors give four times faster helping you help others. Donor box dot org. Our creative producer

[01:11:42.64] spk_0:
is Claire Meyerhoff shows social media is by Susan Chavez

[01:11:52.29] spk_1:
Marc Silverman is our web guy and this music is by Scott Stoddard. Thank you for that information, Scotty B with me next week for nonprofit radio. Big nonprofit ideas for the other 95

[01:12:02.46] spk_0:
percent go out

[01:12:03.81] spk_1:
and be great.

Nonprofit Radio for May 29, 2023: Equitable Project Management & Make Time For Professional Development

 

Rubin Singh: Equitable Project Management

An automated soap dispenser. One of the most innocuous objects imaginable. Unless it doesn’t dispense soap to people with dark skin. How does bias find its way into technology projects and hurt outcomes? How can we implement technology through an equity lens? Rubin Singh, from One Tenth Consulting, returns to help us understand.

 

 

Kelenda Allen-JamesMake Time For Professional Development

Kalenda Allen-James explains the value of investing in professional development and shares a lot of free resources along the way. She’s with Commonpoint Queens.

These both continue our coverage of NTEN’s 2023 Nonprofit Technology Conference, #23NTC.

 

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[00:01:47.10] spk_0:
And welcome to tony-martignetti non profit radio. Big non profit ideas for the other 95%. I’m your aptly named host of your favorite abdominal podcast. Oh, I’m glad you’re with me. I’d be stricken with S A trope AEA if I had to see that you missed this week’s show. Equitable project management, an automated soap dispenser. One of the most innocuous objects imaginable unless it doesn’t dispense soap to people with dark skin. How does bias find its way into technology projects and hurt outcomes? How can we implement technology through an equity lens? Reuben Singh from 1/10 consulting returns to help us understand and make time for professional development. Kalinda Alan James explains the value of investing in professional development and shares a lot of free resources along the way. She’s with common point queens. These both continue our coverage of N Ten’s 2023 nonprofit technology conference on Tony’s take two. Sharing is caring. We’re sponsored by Donor Box with intuitive fundraising software from donor box. Your donors give four times faster helping you help others. Donor box dot org. Here is equitable project management.

[00:02:12.99] spk_1:
Welcome back to tony-martignetti non profit radio coverage of 23 N T C. We’re kicking off our day two coverage with Ruben Sing. We are sponsored at 23 N T C by Heller consulting, technology strategy and implementation for nonprofits. Reuben Singh. My guest now is founder and CEO of 1/10 consulting Reuben. Welcome back to non private radio. Thank

[00:02:21.10] spk_2:
you, tony second or third. This is our third time chatting to

[00:02:26.03] spk_1:
virtual. Yes.

[00:02:27.27] spk_2:
Good to meet you in person. Yes, for sure. Thank you so much for having me. My pleasure to

[00:02:44.06] spk_1:
have you next to me, your session this year is managing projects with an equity lens. I think that’s pretty self explanatory. But why don’t you give us a 30,000 ft overview of why this is important for nonprofits?

[00:03:41.07] spk_2:
Yeah. You know, I, I feel like throughout my years of consulting, it’s been about 25 years of consulting. Now, I’ve, I’ve encountered some scenarios here and there that, you know, I, I’ve always thought were odd scenarios, you know, in the middle of the project, you know, working with consultants, working with our nonprofits where, you know, maybe something was borderline, discriminate, discriminatory or, you know, something just didn’t feel right. And, you know, I, when I was younger in the, in the consulting space, I didn’t really pay much mind to it. I said, hey, I’m just following, you know, my mentors and following best practices. Um you know, I’m learning the ropes. Um But, you know, as I got further in my career and I started talking to other technologists of color, other consultants. Um and uh and honestly, spaces like this at NTC where we have very frank and open discussion about race and technology and the intersection. It really um I realized a lot of these things, I was encountering these projects. We’re not, we’re not okay. They were problem at and in fact, we were allowing bias race um and uh to, to really seep its way into projects. Um And, and not only is that problematic in a, in a larger sense, but it also does not lead to good outcomes for the projects and the systems themselves. What,

[00:03:57.93] spk_1:
what does this look like? What, what kind of forms does the bias racism

[00:04:18.07] spk_2:
take? Um Well, let me give you an example if that’s OK. Yeah. So, um you know, I was working with one organization that uh you know, had really said that and actually, I was, I was very impressed with them that they had very, a very strong diversity statement, equity statement and they even extended it to their goals. They say, you know, what we’re, we have a lot of volunteers were a volunteer organization, but we um we realize that we don’t have a very diverse volunteer group. So this is going to be not only a statement of ours that we want to diversify our volunteer group, but we also want to, you know, we want to implement that in 20 you know, whatever the year was. Um, and just, what kind of work were they

[00:04:40.98] spk_1:
doing?

[00:04:42.87] spk_2:
Um, well, I mean, I don’t want to get

[00:04:45.46] spk_1:
to general

[00:05:57.20] spk_2:
social service. They, they were grassroots organizing, grassroots organizing. Let’s put it under that kind of, yeah, I mean, they’re great organization. So I’d hate to, um, I’m not asking you. Right. Right. But, but I think, um, the, uh, definitely in the, in the grassroots organizing and um you know, they kind of found that they are um uh you know, that they need to diversify their volunteer base. And I appreciated that not only was it a statement, but they had taken a step further to make it part of their goals for that particular year. But then, you know, statements aside, once we got into the project, we realized that um you know, there were certain, uh there were certain algorithms that were being that were implemented in their volunteer searches that actually filtered out a lot of criteria. So they said, oh, you know what, we, we have so many applicants, we can’t, we can’t screen everybody. So we implement these filters and the filters will, you know, the filter is kind of looking at them. I realize it’s really going to leave you with very privileged resource to people, you know, gets an education, family, education, household income, so on and so forth. And so, you know, we have this dialogue of, you know, if if these are really your goals that you want to diversify and you want different socioeconomic um groupings in your volunteer base, then you really need to reconsider this. And it was just a perfect example of how with all good intentions with great diversity statements. But even something as simple as an as an algorithm in their search um was was really letting bias find its way into the, into the implementation. And

[00:06:32.57] spk_1:
that’s an ideal example because it’s so buried. I mean, most people that may have been developed by a developer or it may have not even been developed in house, you know, some developer from like could been years ago may have created this algorithm unintentionally let’s assume biased and it just, it just perpetuates and nobody even knows that it’s there, it’s buried in code basically

[00:06:53.31] spk_2:
for sure for sure algorithms live. And if I’m a developer and someone comes to me and says we have too many applicants, we need to filter out X Y and Z to make it easier. Well, as a developer oftentimes, I’m thinking, oh how can I make this better? How can I make this more efficient? Um And they don’t really think about it. So, so this is where I think, you know, um I take it upon myself as a consultant to, to really and D I practitioner to, to raise these things because again, these organizations have great intentions. They’re just not always able to bridge the gaps unless it’s called out,

[00:07:16.45] spk_1:
unless it’s called out. Right. So, I mean, if you have something like this very deep, how would you ever discover

[00:08:06.07] spk_2:
it? Yeah, it, and that kind of goes to really the title of the session is, is managing projects with an equity lens. So the key point there is, is not really separating things. So it’s not about okay. Well, we have this diversity statement, let’s all celebrate it. And now let’s move on to our project. It’s really um taking every single part of the project anytime. In fact, when we start projects, now, I will ask for, let me see your diversity statement. Let me even if you know, chances are you may not be reflecting on it a lot. Let’s dust it off, you know, after 2020 and, and let’s take a look at it. Um And, and, and just like we review missions and visions of the organization before a project. I want to review your diversity statement that way I can make sure every step of the way I’m asking these questions because, hey, it’s your statement, it’s a priority for you. So as a, as a um a trusted partner of yours, I should make held you accountable to that.

[00:08:30.49] spk_1:
I’m just, I’m concerned, yeah, I understand we’re talking about managing projects. So from the outset concerned about organizations that have any kind of bias uh coded in somewhere that, that they just, they don’t know that. I know. I understand. We’re digressing from your topic. We got plenty of time. Yeah, we have plenty of time. You know, you’re, I’m forcing you asking you to digress, you know, but this is, this thing is buried somewhere or these things, these biases are buried. Uh, what’s our hope of ever uncovering

[00:09:23.13] spk_2:
them? Well, I mean, I think, um, you know, it’s interesting even in day one of the conference here at N T C I, I attended a couple sessions. Uh and, you know, the, the narratives are the points that I was bringing up was not just coming out of my session, but, you know, I attended a session that spoke about audience and campaigns and, you know, developing um content that’s, you know, that, that resonates with audiences um that are often overlooked. And, and, and so it was interesting because in their discussion, they were bringing up a lot of the same points that I was bringing up. So, um I’m most hopeful because of to be and I swear that intend to not put me to this. But I, I think like organizations like in 10 forums like NTC, um you know, we’re putting things out there and I think that’s what gives me hope more than anything. Um You know, we’re raising

[00:09:41.57] spk_1:
consciousness, 13,000 people are going

[00:09:43.61] spk_2:
to listen. Absolutely. So, so, I mean, if that’s, if that is, that alone gives me, it gives me a lot of hope Okay. Alright, we can

[00:10:10.60] spk_1:
circle back to your your specific topic about managing projects so that we have equity focus equity center from, from the outset. Okay. Um How are you? I’m just going to your like learning objectives, how bias finds its way into tech project? Well, I think we talked about that. It happens. I mean, I think probably do you think it’s usually innocuous?

[00:11:24.04] spk_2:
Yeah, I really do. Um and, and it finds its way and, and then I think it also finds its way through what we often refer to as best practices. Um, you know, if I can give you an example, um through most of my consulting career, we often use personas as a way of trying to understand our constituents. So, you know, Mary is a single mother of two and wants to attend the museum, but, you know, is unable to afford the, the, the, the, the entrance fee or the membership fee. Um And, you know, again, I kind of sat through a lot of these things with, you know, feeling uncomfortable but, you know, thinking it was just me. Um, but then I started doing a little research and I realized I’m definitely not the only problem with personas. Um And the idea of, you know, a group of mostly, you know, white folks are sitting in a room deciding, you know, what they’re black constituents think, um that, that makes me uncomfortable and, and, um to the point where I’ve, I’ve raised this and, and I think that although I think persona mapping is a good exercise and can and does have merit, it can be done without race, ethnicity, gender. Uh You can take a different approach to it. You can use archetypes, you can use different models, let’s say, hey, you know, so and so is a person who’s never been to the museum before? So and so is the person who is very interested in education, but not so much interested in the advocacy work that we do. There’s different ways that we can get at um persona mapping without having to get into race, ethnicity, gender. If, if I mean, personally, I don’t think it’s very useful, but um but at a minimum, it surely would make people uncomfortable.

[00:12:08.53] spk_1:
You know, I’m saying that these are these things maybe are embedded innocuously, but they come from the fact that so many software engineers, developers, coders are now middle aged white guys, right? I mean, so it’s, it’s, it’s their own inherent biases built into the code that we’re all living with

[00:12:31.70] spk_2:
and, and to be fair, tony, I also feel I’m guilty of it as well. I mean, because I went many, most of my career not speaking out against these things and um you know, incorporated into my own style. So I think, you know, while you’re right, I think like, you know, um it’s, it’s, it’s not, it’s also the onus on all folks, technologists of color as well. Um, to make sure we’re raising our hands when we’re seeing something like this. That, that, that feels, that feels wrong. Um, so, but yeah, I feel like I’ve, I’ve perpetuated this, I participated in this and, you know, starting my own company. It was, it was one thing that I felt like. Okay. Well, now that we’re, now that I understand now that I know now that I’ve seen it, you know, what can I do differently? What are some different, different things that we can do to, um, to kind of right the wrongs that, that we’ve seen in the space

[00:12:55.60] spk_1:
we’re gonna talk about how all this impacts outcomes. I do want you to remind folks why your company is called one

[00:13:53.63] spk_2:
10th. Yeah. You know, there’s a couple of plays on it. You know, we, um, uh, in the, in the sick tradition, which I’m from, we, uh, we have this concept of 1/10 of our, of our earnings that we give through either service or through funding to, um, to charity, back to the, back to the community, um, to help those in need to help humanity. And it was interesting that that’s a tradition that, you know, is, you know, I grew up with, but as I started delving into non profit work and, and consulting, I realized that we weren’t the only ones that, that, in fact, most religions actually have the same idea and the same, um, or faith traditions have this idea of this 10%. Exactly. So, so it was just one of those things I thought was, hey, this is a pretty cool thing about, you know, giving our money, investing our money in communities. Um And it’s something that, you know, so many different faith traditions and communities have in common. Um There’s another play on it also that nonprofits are really working with 1/10 of the resources that they, that they need. So, so it, it has sort of a couple different meanings. So let’s,

[00:14:03.69] spk_1:
let’s talk about the outcomes of these biases, impact outcome.

[00:15:22.60] spk_2:
Yeah. Um Well, you know, I was given an example yesterday in the presentation that one of the, the sort of suggestions I had about, you know, seven or eight different suggestions on how we can address these issues of bias and projects. And one of the ones I brought up was making sure that, you know, as you walk into as you day one or kick off of the, of the project implementation that you have the right team that’s ready for you. Um And when I say right, team oftentimes with I T projects I walk in and they’re like, okay, here’s our team, it’s the I T director, it’s super users and it’s all technical folks and, and okay, you know, I see the merit to that. But if this system is really meant to be for everyone that I’d like to see people, they’re of different age, of different technical proficiency, different ethnicities, different race. Um because we all sort of process things a little bit different based on our upbringing and our experiences are shared experiences. Um So make sure your team is more diverse. Um And, you know, I start thinking about where that has not happened. Um You know, and, and you, you’ve probably heard the stories of, you know, where facial recognition and AI can go wrong. But, you know, it’s still to this day where sometimes in a restroom that has automatic soap dispensers, I can put the back of my hand underneath it and it won’t, it won’t dispense soap until I, you know, put the palm of my hand up and it will, um, you know, I think back about when the COVID vaccine was first rolled out, it’s a real thing, are

[00:15:31.80] spk_1:
biased towards white.

[00:16:36.17] spk_2:
It’s a real thing. Yeah. And one thing to think about it. Yeah, but there’s, there’s so many examples of this and a slightly different one and probably something many people can relate to is when the COVID COVID vaccine was, was rolled out. Um You know, I was, I called my parents. I said, hey, did you sign up for it? Did you register for it? I said, oh no, we can’t fill out this form. And I was like wondering what’s going on. So I looked at the form and sure enough, I mean, and granted, this was in the early stages and perhaps it was just where I lived but it was multiple pages, four pages long. Uh, you couldn’t save throughout, it was medical history. It was health insurance. It was, um, all kinds of information that people may not have readily available when they’re signing up for a vaccine. Um, and then the entire time there’s this timer going where in 10 minutes if you don’t finish, you have to start over like you’re buying tickets. Exactly. Exactly. Exactly. Maybe this is okay for, for, for lots of people, but for the immigrant community or for my parents are in their eighties, it was not working for them. And then sure enough, you go on the news and they say, you know, older folks and, and immigrant communities are not not signing up for the vaccine. So, you know, here me and my friends are calling all our relatives and, you know, signing them up. Um So it was just yet another example where, um you know, and there’s many examples of this but of just how, you know, perhaps if there was different folks involved in the process of testing this out, um you know, different ages of different ethnicities and different communities, maybe there would have been a better response.

[00:17:48.12] spk_0:
It’s time for a break. Stop the drop with donor box. Over 50,000 nonprofits in 96 countries use their online donation platform. It’s no wonder, four times faster. Checkout easy payment processing, setup fees, monthly fees, pasha contract. How many punitive donors drop off before they finish making the donation on your website? You can stop the drop donor box helping you help others at donor box dot org. Now back to equitable project management with Reuben

[00:17:55.13] spk_1:
Singh. Anything else about outcomes before we move to to some, some methodology about being better?

[00:18:05.52] spk_2:
Yeah, outcomes. I mean, I think, um I think that’s, that’s a key one.

[00:18:07.49] spk_1:
Don’t hold out on non proper radio. Did your session. So you want to hear everything you shared yesterday?

[00:19:54.50] spk_2:
Yeah, I, I think um you know, another point we brought out was and I think it is tied to outcomes is uh iterative development. And you know, you may think that’s sort of a deep project management, you know, concept what does it have to do with equity. Um But I, I do believe that iterative project management is key because if you do bring together a diverse set of folks for you as your project team, they’re not all gonna be CRM experts or digital communication experts. So you cannot just um hand the project group 350 requirements and say, okay, approve them by the end of the week or disappear for two months and say okay, here’s the system test in a week and let us know if it’s done, it’s just not gonna work it if you want to do things with equity in mind. Um and you’re trying to get a diverse audience. You need very iterative development. You need multiple proof of concepts. You need uh several demos because they may just not understand all the terminology. They may not understand all the nuances until they see things. Um because that’s what’s most related to their day to day job when they can actually see the systems in place. So I can’t tell you, Tony how many times I’ve finished a project, you know, early in my career and, you know, someone will finally come to me and say, you know, I’ve, we finished the project. We’re on budget, we’re on time, we checked all the boxes, we’re all celebrating, but I have no idea how this is gonna work. I have no idea if this is gonna be successful or not and I don’t want anybody to feel that way. So, so that’s something that, you know, I, I believe we need to consult differently. We need to keep equity in mind and we need to, uh you know, really take them along for the ride and if the ride is not working, we, we change paths. Um And I surely do. I’m doing that right now for a project um where it’s like, you know, things are not sticking the way because, you know, this is not what the project team does day to day to design systems. So let’s step back, let’s figure out what’s gonna work for you and then we, we’ll adjust our, our project accordingly.

[00:19:57.37] spk_1:
Our listeners are not tech folks. Um, they’re C E O S fundraisers, board members. What can they on the, essentially your, your clients, the users, what, what can they and some of the main leadership positions, what, what can they do to make a difference around the projects that they’re hiring, they’re hiring other folks like you to

[00:20:21.33] spk_2:
do? Yeah. Well, I think, I think definitely, you know, going back to the assembling the right team and having a diverse uh team that’s there. So the

[00:20:28.18] spk_1:
project contributing match exactly what the

[00:22:15.36] spk_2:
users group. Exactly. Exactly. Um And you know, and the key thing is if you don’t have the expertise in house, it’s okay there, there’s, there’s, you know, uh consultants that can help you with accessibility, there’s consultants that can help you with Human Centered design. I’ve met several of the folks here, you know, over the last couple of days. So if you don’t have that expertise in house, this is where I think management leadership can, can bring in those appropriate people. Um And also, um I was working with one organization that said, well, you know, we don’t know how are, how are local community feels about our museum? Let’s say we’ll go ask them, you know, and it’s a different, it’s a different way of thinking. And so this is where leadership really comes into play to say, okay, well, you know, can we do something externally, can we do surveys? Can we do focus groups? Can we bring the community and understand why they’re not attending? Um But I think a key thing also and this may not be something that folks always think about is requesting the right team from the vendor that you bring in. So just as you want a diverse thoughtful team internally, you want your consultants or vendors that’s coming in to also represent that. Um you know, I was facilitating some vendor selections for a particular implementation on behalf of the client. And then towards the end of the selection process, they said to me, um well, you know, the last two that we met, they were pretty much neck and neck. I, you know, they seem to have the same delivery model, their prices are about the same, but I did notice that only one of them had any people of color or any women on their team that they brought to us to demo, this is the solution and to talk to us about the approach. And that right there shows us they’re more aligned with our values than the other one is. And so this is something I tell my, my peer organizations all the time, like if, if you don’t care about equity university in your projects, your clients will and that’s gonna affect your bottom line. So if nothing else, you know, look at it from that perspective. So, so that’s, that’s something I think leadership management can do is bring the right people internally, bring the right people in externally if need be and, and, and feeling comfortable enough to um to uh to ask for, for the right team. Another element of that is in leadership as you’re bringing in partners, incredibly valuable, excellent.

[00:22:36.37] spk_1:
This is what I mean, this is what the listeners need. They’re not the developers, so more of it, I appreciate it.

[00:22:42.86] spk_2:
Yeah, I’m trying get all riled up when I talk about. This is something I’m so passionate about. Feel free to

[00:22:46.88] spk_1:
use your hands. We’re not, we’re not, you can even be obscene gestures were

[00:24:15.56] spk_2:
not recording video, definitely walking around in yesterday’s session. There’s a lot, a lot of hand movement going on. Um But, you know, one of the points I mentioned yesterday also was his partner in vendor diversity. And, you know, this is something I feel strongly about I happen to serve on the Salesforce partner equality uh committee. Um And this is something I’ve been advocating for for a while that, you know, you have um these great tools that allow you to search for different partners. But why can’t we have filters on that to say I’m looking for a system implementer that is run by a person of color or someone from the L G B T Q I A community or from the indigenous community or whatever. Um And we should we know the information. So why we’ve been taking surveys for decades and we’ve identified that there’s a problem with diversity. Well, why not give the customers a choice, why not allow them to apply some filters to say, you know what, this is part of our goals to, to bring in more vendors of color, um or, or owned by, by vendors of color. So, so let’s uh so let’s uh make that a priority, but we have to give them the information. Um So this is something I encourage folks even when I’m asked. Um Okay, Ruben, you know, you’re, you focus on this particular area, but, you know, for digital communications, can you recommend someone? I will make sure in any 23 people that I recommend that one of them will represent a community that is often overlooked in this nonprofit technology space and give them the choice and tell them that and give them the choice. Um Yeah, you can work with this person that we’ve, we’ve worked with for a long time or here’s the advantages of working with, with, with this organization. And I think, you know, by us taking that initiative, you know, um and by leadership asking for it, we’re going to slowly start, you know, adjusting that, that, that power dynamic and creating more balance in the space

[00:24:59.02] spk_1:
so much of it. I think it’s just, it’s consciousness thinking about your software development projects, your, your, your new CRM, your new HR system, you know, whatever it is uh thinking about being thoughtful about the vendors that you talked to, perhaps the consultants that you hired to help you select a vendor. Because that um that’s, that’s an important step in the process of actually implementing, you know, choosing, choosing one is who’s helping you to choose.

[00:25:14.68] spk_2:
And I think that um you know, I get a lot of pushback when I bring this up, they say, oh, well, you know, uh you know, account execs, they have their relationships with people so they, they bring in their, their, their person, you know, they bring in their vendor, they bring in their partner, they bring in the person and there’s no real regulation over that. Um, and, um, you know, you take these larger software companies and they kind of leave it to the discretion of the account executive to make their decisions on, you know, what partners they bring in and frankly, you know, I, I, I work with organizations but this is where the client can say, client can

[00:25:43.46] spk_1:
say something. I’d like some choices, not just your, your preferred. Yeah, I’d like some choices and I want at least one to be a woman owned business or

[00:26:12.63] spk_2:
100% 100% because these preferred partners are not always the best and I speak firsthand. I’ve had undo a lot of messes from these preferred partners and I’d say that, um, and when I sit and talk to other partners, um, you know, uh, where that our partner organizations that are women owned or owned by people of color, they say, yeah, you know, we feel left out of this mix because we all know that if you just leave it to discretion, um that is as we’ve seen, you know, throughout history, that’s where privilege, race and racism and bias, you know, end up being the default.

[00:26:21.68] spk_1:
The cynic in me questions questions, why are these folks are preferred partners? What kind of preferences are they giving? Uh Okay,

[00:26:30.17] spk_2:
I’m, I’m

[00:26:39.84] spk_1:
purely speculating, but you know, the way you’re describing it, the preference seems to not be based on uh talent and, and positive

[00:27:29.55] spk_2:
outcome, not, not from what I’ve seen. And I think, you know, our company is an example of that, you know, we, we are often left out of the, you know, the big marketing efforts. Um you know, and, and um but, you know, when we work with organizations, um our business has been 100% referral after that. Um And, and because we, we are mindful of all these things, we, you know, we have a decent success rate. And so, um and so our business has been 100% referral based after that. We’ve stopped advertising, stop marketing, stop all of that. And, and we often find ourselves um uh being connected with other nonprofits that serve communities of color um because they’re like, hey, you know, just the fact that you’re thinking about these things, uh we are, our experiences are different and the fact that you can even recognize that, you know, we want to work with you. Um So, so, and we’ve been very grateful for that and, and, and, you know, take that very seriously when organizations come to us with that kind of approach,

[00:27:37.40] spk_1:
is there anything else you can recommend for our listeners on the, on the client side that, that they can do, You

[00:29:49.46] spk_2:
know, there’s, there’s probably a couple other things that, that I think are important, things like a project charter, which may seem um, well, everyone has a project charter or that’s really just a very, what’s the charter? It’s um it’s kind of like at the very beginning of the project, it outlines kind of who’s who, what the goals are, um how decisions will be made, um you know, the frequency of meetings who are the stakeholders. So it’s kind of like defines bylaws. That’s great. That’s a great way. Exactly. Exactly. And it’s, it’s always recommended that, you know, the project Management Institute recommends project charters has all kinds of templates for it. But I will say that, you know, practitioners don’t always invest a lot of time in it. It feels like an unnecessary step. Um I in the past have not spent a ton of time with it. But when I started looking at things through an equity lens, I said, you know what, this is really important. If nothing else, um definitely the stakeholders part in the decision making process because if we leave, um unless we have very clear ways where decisions are made, oftentimes, it can end up being the most influential person in the room, the loudest male voice in the room is going to sway the decision one way or another or, you know, a lot of sort of um uh you know, nice talk is happening in the larger meeting and then the executives go on a separate meeting to make it, you know, the real decision. Um And so like, you know, a good charter can help avoid these things and say, hey, look, you know, as a project team, we trust each other. So if there’s a executive decision it needs to be made, we’re gonna make it in the group, you know, at least everyone should be listening to it, everyone should be here for it. Um So I think a clear project charter, something very tangible that folks can do. I think having very clear meeting norms. Um and, you know, meeting norms are very common thing, you know, how we start the meeting, how we end the meeting, you know, who takes notes on and so forth. But I think looking at that from an equity lens, um uh is very important also. So making sure that, you know, the person who is leading the meeting or taking the notes or advising that those roles rotate. Um So again, we’re not leaving, we’re not letting decisions be made strictly through the power dynamic. We’re, we’re allowing everybody to participate equally. So if we allow people to participate equally, the outcomes are likely to be more equitable. Um So even something as simple that, you know, many project managers do charters and norms, you know, it’s just about looking at it through an equity lens uh and tweaking those charters and norms accordingly. Okay.

[00:30:03.00] spk_1:
Have we exhausted that? I think

[00:30:04.47] spk_2:
so. I think so. I think so. Yeah, very good.

[00:30:07.33] spk_1:
All valuable. Um What kind of questions did you get? Anything? Uh stick with you from your, from your session,

[00:32:11.78] spk_2:
you know. Um Yes. Uh There was a couple of questions that um one of the questions which I really had to think about was, well, you know, our organization um does projects with an agile approach and that is our, you know, that is our methodology and that is what we promote that as part of our marketing. That’s what we do. And um and then, you know, they said to me, you know, to the group that we’re also finding it’s not working for nonprofits. And I think there’s an equity, you know, foundation to this as well. And, you know, a lot of nodding heads in the, in the audience. And um and this is where I kind of said, well, you’re right, you know, and, and this is where we need to meet the nonprofits where they are. Um, and this is where the extension models or some of the more popular consulting models are just not, not going to fit nonprofits, organizations that may have a light I T staff or no I T staff or you have an event coordinator who’s gonna be your project manager, um, or, you know, a program manager who is going to be your primary contact. You can’t just use the same models as you would with an organization that had 20 people in I T um or an organization, you know, like I work with that, you know, um we’re midway through an implementation and then they said, you know, the governor of Texas just dropped off, you know, 200 people to our, um to our community center and we don’t, we have no plan for them right now. So, okay, we have to take a couple weeks off or, you know, this gala, you know, was, was, um was in person and now we’re gonna have to go virtual. Okay, we’re gonna take a couple weeks off. So most consulting models and especially agile methodologies can’t support this. But this is the reality of nonprofits in 2023. So it was a great question. A lot of nodding heads. In fact, someone came up to me afterwards and said, this is the third time I’ve heard someone say, you know, model X does not work for nonprofits. So, so I think, um that question was great. And it really, um you know, highlighted the point of, you know, kind of how important these forums are um to start realizing that, you know, the tried and true methods, the models that have worked for other corporations. That’s great. We can learn from it. But um nonprofits are a different entity and we have to take that into account and that’s for the

[00:32:23.72] spk_1:
vendor consultant uh community to be.

[00:33:25.96] spk_2:
Right. Right. And, and also sure and also for the client to, to speak up when, when they feel like things are not going, you know, you know, things are going awry or things are not feeling comfortable. So I think it’s, it’s, it’s on both. Yeah. Um There were other questions that I, I really didn’t have an answer for like, okay, but, but they were excellent questions nonetheless. It was, it was like, um okay. So let’s say that you do approach things with an equity lens. How do you, once the project is over? It was an excellent question. How do you know you succeeded? How do you know that, you know, you, you, how do you measure this? And I didn’t have a great answer for that. And in fact said, you know, I want to think about this and because I think there can be a rubric that can be put together to say, you know, even just the things that we’ve talked about today. Um Did we assemble a team that is diverse. Did we rotate the roles in the meeting norms? Did we make clear decision making details in our project charter? So I think there is a rubric that could be put together. In fact, I’m gonna talk to some of my friends here in the, in the intent community to see if that’s something we can, uh you know, we can draft because, because it feels like something that, that this forum can really add value to

[00:33:31.91] spk_1:
it. And what about comparison of outcomes, maybe a year after implementation versus the year before implementation?

[00:33:38.21] spk_2:
Absolutely. Absolutely. So, I mean, I think all these things can be measured. You know, it’s, it’s just a matter of just coming up with the right rubric or the right scorecard, we measure everything else. Why not measure this? Yeah,

[00:34:01.15] spk_1:
sounds good. You know, it, if you ever are at a loss for an example of where bias and discrimination have entered our culture for folks of color, think of that freaking soap. That’s, it’s, you know, it’s so insidious and so deep rooted yet it’s a soap dispenser. It’s on its face, it’s so innocuous, it just pushes out.

[00:34:19.72] spk_0:
But the

[00:34:21.50] spk_1:
bias built into that technology, that’s

[00:34:31.16] spk_2:
a striking one for me. And there’s so many of this. And if I, if I may highlight the work of Benjamin who um who does has an excellent book called Race After Technology and many books on the same topic that just kind of talks about the intersection of race and technology and so many more examples of this that are, that are so shocking when, when you, when you read about this, about the bias that encourage the technology that we use every single day,

[00:35:03.44] spk_1:
Reuben Singh, he’s founder and CEO at 1/10. Consulting Rubin. Thanks so much. Thanks for having me, tony. Thanks for your honesty. Thanks for sharing. Thank you, appreciate it. And thank you for being with tony-martignetti, non profit radio coverage of 20. Uh where are we? 2023 2023 the nonprofit technology conference where we are sponsored by Heller consulting, technology strategy and implementation for nonprofits. Thanks so much for being with me.

[00:36:22.72] spk_0:
It’s time for Tony’s take two to sharing is caring. Who can you share non profit radio with friends, colleagues, people you used to be friends with, well know people used to be colleagues with. Yeah, uh your social channels possible for you to post on the show there. Certainly, if you tag me, I will give you a shout out. Might even make you listen over the week. I’d be grateful if you would think about who should be listening to non profit radio, who can benefit from our smart guests. That’s what it’s all about. It’s spreading the words, the wisdom of our savvy guests so that more nonprofits go out and be great. If you can share non profit radio, I’d be grateful. Thank you. That is tony Stick to, we’ve got Boo koo but loads more time, the boo koo is back here is make time for professional development.

[00:36:58.30] spk_1:
Welcome to our continuing coverage of 23 N T C the 2023 nonprofit technology conference. We’re at the Colorado Convention Center in Denver, Colorado where we are sponsored by Heller consulting technology strategy and implementation for nonprofits with me now is Kalinda Alan James. She is assistant vice President, Information Technology at a common point. Queens Kalinda, welcome.

[00:37:05.39] spk_3:
Thank you for having me. And I

[00:37:07.33] spk_1:
should have asked you, what are your pronouns? She

[00:37:10.46] spk_3:
her? Okay.

[00:37:30.01] spk_1:
She was good. I got, I got lucky. But I, I got to ask in the beginning, this was, this worked out perfectly because I have such a smart social manager who was organizing all these appointments and someone couldn’t make it. And Kalinda was on the wait list and it worked out perfectly that she’s available. So thank you. It’s kind of last minute, but it is last minute, but it’s perfect. Glad you glad it worked out

[00:37:33.04] spk_3:
with technology we worked with last

[00:37:46.76] spk_1:
minute. Yes. As long as the people are, the people are they’re ready for us to. Um So your session topic is making time for professional development. Do you feel like we are short changing ourselves and others around professional development in the nonprofit space? Yes,

[00:37:56.07] spk_3:
we are tasked with learning new things all the time, but we’re not always given the time or the resources to learn those things.

[00:38:06.72] spk_1:
So we need, it sounds like something from the top, from the top down, leadership down needs to be committed.

[00:38:35.02] spk_3:
So you can top down leadership will make it a much faster process. But from the ground level up also works. Um for example, pre pandemic, I was working in middle school technology three years before the pandemic, I became a Google, certified educator and trainer. When I put this information in the file cabinet at hr they were like, that’s nice to know. But once the pandemic came upon us and we had to move all our students online in three days. Having that information in the file cabinet allowed me to become a linchpin for my company.

[00:38:54.23] spk_1:
So let’s not, let’s not take this learning and stick it on a shelf in a file cabinet,

[00:39:23.54] spk_3:
right? And so this is where when you do get the learning, you have to advertise it. If you’re doing it from the ground up and going into the break room during staff meetings, letting people know that I’m a Google certified trainer allowed me to pick up two or three teachers on the staff who didn’t necessarily have leadership support but were interested and I was able to do internal training. And so this groundwork movement that I started three years before pandemic really prepared my environment to be ready when the time was upon us. Alright, love

[00:39:43.67] spk_1:
it ground up as well. Alright. It’ll but it’ll be easier if it’s top down. Yes. Okay. But not to, not to be discouraged if your leadership is uh I don’t know, reluctant. Yes.

[00:40:05.65] spk_3:
And even at the mid level, you know, with my staff, I have a lot of all my staff members to put two hours of professional development on their weekly work calendar to let them know that, hey, we’re giving you resources during the workday. So we’re not adding a burden to your home life. I also have the same two hours on my work calendar. So they know I have focused time. So I am leading by example. And also now that I am a leader in my organization, I am providing the resource of at least the two hours on the weekly calendar for professional development, which

[00:40:52.82] spk_1:
is a perfect lead into your first takeaway, which is we have time for professional development. Yes. So make the time. I mean, a lot of times, you know, you hear is an excuse of what could be for anything, not only professional development, you know, I can’t find the time and I always try to push back that you’re never gonna find the time you’re going to have to make it. So that’s exactly consistent with what you’re saying, two hours a week on your own schedule, as well as two hours a week on, on the schedule for everyone who works for you devoted to professional development.

[00:41:21.41] spk_3:
And that time is flexible like some of my workers are reading leadership books. Some of my workers are doing independent trailheads on sales force. Other people are like reinforcing things that they’ve been practicing on the job. Other people are collaborating with other people on the team who now have time on their calendar for collaboration. So, but just making the time, let the desired outcome have a place to flourish.

[00:41:29.11] spk_1:
What if we get um pushback from above? I mean, maybe they’re just not, not just reluctant but unwilling to let someone devote an hour a week or two hours a week to professional development. What are, what are like? I don’t know. Are there some talking points? We

[00:42:04.88] spk_3:
can? Yes, so we can start with the economics. Okay. If we have to send somebody to away training with airplanes and hotel rooms for one person to go or we can use the built in salary time to keep people in house and learning as a cost savings. It’s thousands of dollars.

[00:42:14.76] spk_1:
Okay. Very good. Right. Travel, accommodations, conference fees, etcetera. Okay. Okay. Um, anything else any other way to push back against our unwilling? See, sweet person

[00:42:45.26] spk_3:
also when we are doing in house development, we are more likely to align our training with what’s happening on the ground with our company. When we’re on the ground floor, we’re literally looking at improvements that we’re seeing every day in the company. Sometimes when we go away for the conferences, we get the big ideas and try to have to retrofit them to what our culture is. And so this way, if we start with the training internally, the learning is built around our culture. That

[00:43:30.47] spk_1:
makes perfect sense. Yeah. And it’s also going to be built around what we’re engaged in because we’re doing it weekly. So I guess we’re more likely to look for development that is consistent with what we’re maybe challenged with, you know, this month, this week or this month or this quarter. Versus as you said, putting the putting the broad strokes from a conference, you know, trying to squeeze your work into it. Okay, perfect. So um anything else you want to share about having, having time making time? So

[00:44:25.19] spk_3:
even in our personal life, because not all professional development is going to the job, sometimes that professional development is going for you to improve your confidence, to improve your skill level, to make you more dynamic for the dynamic job market. You know, and with that case, when we look at our entertainment time, let’s make sure that our entertainment is actually filling us up, there’s a lot of negative television. And so if your entertainment is not filled and you up maybe take one of those one hours from Netflix and chill and put into some professional development um during the pandemic with all the turmoil, one of the things I did when I couldn’t sleep at night was going to Microsoft Learn and just the raw technical documentation. Calm my mind. Let me know things were okay and I learned so much afterwards.

[00:45:00.73] spk_1:
Okay. Use your time wisely. Uh listeners. You may hear the nonprofit technology conference. It’s the opening keynote. There’s a lot of, a lot of audience raucousness in the background. But uh non profit radio perseveres nonetheless, just letting you know what you’re hearing in the background, we’re all on the exhibit floor together along with the uh the, the keynote audience this morning. Um Kalinda, let’s talk about um free resources. I love having free resources for listeners.

[00:45:34.94] spk_3:
Yes. So when I was getting my master’s degree in my small New York family apartment, I didn’t have a desk. So I used the ironing board and I got a whole master’s degree with a four point oh G P A from an ironing board. We must not be discouraged if we don’t have the latest greatest resources, what we have can get us very far. When my arning board was up, my family knew I was in study time and they left me alone when the iron board was down. It was family time resources that I got was

[00:45:43.14] spk_1:
able to. Were you able to fit a chair into your ironing board or you did your studying standing?

[00:46:37.46] spk_3:
So it was a standing desk at times and I did have a folding chair from the card table. And um free resources I used, I Lincoln learning is being offered by a lot of public libraries with your local library card. Once you register with your library card, you get the full breath of Lincoln learning and with the registration, your certificates for completion will have your name on it, which can be used as continuing education at your job. Another free resource is the library. My local library is the children’s library, but they do take book orders so I can look at the full library catalog and have technical books shipped to my children’s library for me to pick them up. Other free resources are um

[00:46:41.70] spk_1:
that’s a great one. By the way, I think, I think a lot of folks have forgotten about their local library.

[00:47:16.00] spk_3:
Yes. And many libraries have a complete schedule on their website, offering different hands on trainings for computer skills, resume writing and you can go to many of these free things and all is needed is your library membership. Other free resources that I have used is many of the major manufacturers like salesforce linkedin Google have a very robust free training for their technology on their website. Many of those websites do have a badge system. So if you would like to do metrics for your employees as a recommendation, you could do like oh in this time period, I want you to have 500 badges or 500 points. So there is still a way to track the free learning.

[00:47:33.90] spk_1:
Okay. Any other free resources,

[00:47:48.09] spk_3:
other free resources is when you’re on your manufacturer website for different skills. Um Places like Microsoft Google Salesforce, they offer challenges. If you can do a certain amount of self paced learning in a certain time, you will receive a free voucher to take their certification exam. And during the pandemic, I was able to become Salesforce certified for a grand total of $45 by using one of these challenges.

[00:48:09.94] spk_1:
What about the linkedin learning? What kind of topics can folks find their around professional development?

[00:49:03.14] spk_3:
So linkedin Learning has an amazing breath of information. They have products like learn Adobe Photoshop, they do have professional management skills like time management um leading from the top, they have different introductory course work on cloud computing and you get interesting information on the breath of the subject to see if you’re interested in the topic before you invest. So linkedin Learning is a great way to get um uh 11 distinct skill or to learn the breath of a topic to see if you would like to go for a more formalized information in that topic. So this way you can go and do five training videos on cloud computing before you sign up for a graduate certificate.

[00:49:12.11] spk_1:
Okay? And all free, all free. So when you said invest, invest time, yes,

[00:49:43.58] spk_3:
we’re investing time. So the first thing we can do that’s available to everybody is we invest the time and then we’ll invest the minimum resources. You can become a Google certified educator for $15 you know. And so there are entryways into technology and other industries that do have a low cost entry point. And these are the places where we explore and a lot of times when you can show commitment and self initiative and you can present how this is going to grow your position at your company. It’s then easier to come back and get funding from your job placement. All

[00:50:00.37] spk_1:
valuable. Okay. Yeah, you make the right. You can make the case so much stronger. Alright. Um Anything else about free resources before we move on?

[00:50:28.27] spk_3:
Um free resources change at all times, so always be on the lookout. Um I have a podcast um study hall with Kalinda the tech and I also have sorry, my podcast to study hall with Kalinda the Tech. And I also have an Instagram at Kalinda the Tech and on there, I post some of the free resources as I come by them. So follow technology leaders who are offering you these tips and always be on the lookout in your free newspaper and your local library for resources as they come by.

[00:50:47.72] spk_1:
And let’s move to um sharing. We have a responsibility you believe, to share what we learn.

[00:51:33.44] spk_3:
Yes. The first thing to do is if you learn something, let your job. No, you know, most hr departments are putting together in internal repository, what type of knowledge they have in their company like I said in the beginning, nobody was interested in my Google certification pre pandemic. But because it was on file with, hr they knew they had internal learning that they could tap when the time was right. Also letting people know what you’re studying because there’s people who are studying in silos and you can become a study buddy. Another thing is when you share what you’re learning, it encourages people around you. Um every day somebody is watching your life, a child, a neighbor, uh business partner, you have a community person that you shop with and when you show growth and change, it gives them hope that they can also have growth and change.

[00:52:01.13] spk_1:
Yes. All right. Um What about mentoring is that is that related to professional development? Having a mentor, mentoring? If you are more senior like you are, yes, you see a role in around mentoring for professional

[00:53:03.64] spk_3:
development. Yes, mentoring does um definitely help and have a place in professional development. But what mentees need to know is they’re going to have to do the work to drive the relationship. So when you show up for your mentor session, you need to come with direct questions, you need to come with focused thought. And if you are given task tools or recommendations, make sure you follow through and report back. Um Mentors generally are at a place in their life where their time is being called in different directions. So entering a mentee relationship thinking that you’re speaking to an oracle that’s going to give you all the answers with a magic wand is the wrong approach. So, entering the mentee, mentor relationship as a mentee, come prepared, come focus and be prepared to work.

[00:53:13.35] spk_1:
What do you see as the mentors responsibilities?

[00:53:42.46] spk_3:
The mentors responsibility is to let them know that they have to be their first advocate that you have to have a direction. And I’m here as a guide and that my blueprint as a mentor came in a distinct time and place in history. So what worked for me might not actually work for you if you’re looking at my life as an exact blueprint, but I do have guiding principles that can help you in any time and place. It sounds like

[00:54:01.19] spk_1:
you’ve done mentoring, formal mentoring. Um any story you can you care to share about mentoring, maybe, maybe something you learned as a mentor or of course a great outcome for a mentee. And

[00:55:24.99] spk_3:
so the thing is we have stories. So the thing is when I started my career way back in 2001 black women in technology, technology leadership was not what I saw. There was nobody like looking like me in the corner office. So my first mentors were black women in the secretary pool. And what they offered me was a deep dive lesson in the company culture, letting me know who the movers and players were explaining the fiscal calendar to me knowing when would be the appropriate time to ask for a raise when people would be having money discussions. And so when we’re looking for mentorship, we have to realize there’s a lot of breath of life experience as well as technical experience that can be shared in these relationships. One of my mentors that was invaluable was a professional woman who had a um personal tragedy in her life. And like what she shared with me was how to grieve on your lunch break, fix your makeup and go back into a board meeting. You know,

[00:55:25.92] spk_1:
that’s, that’s touching and sweet and also enormously practical and

[00:56:39.75] spk_3:
valuable because people are introducing the bring your whole self to work mantra, but not all companies are there. So having mentorship like that about how to read a room, how to understand my company culture is great. I recently had a summer intern that I was mentoring with my company. We offer internships for many of the people in New York City through the summer youth employment program. And so we’re working with young people all the time at the first steps of their careers through internship. And one of the things I remind my intern was when looking for a job, please understand you cannot work for a company without participating in their culture. And he had a secondary internship for the fall and he relayed back to me. Thank you so much for the advice, all the interns who skipped the social gatherings over the summer were not offered full time jobs for after graduation. Um Because at these social gatherings, they were able to meet people throughout the whole company and different departments hire at different times versus being at your internship in one department, not realizing what’s going on with the rest of the company.

[00:57:19.89] spk_1:
Also, the social time is just an opportunity to get to know somebody in a, in a wider breath. You know, I think a lot of hiring is, is this somebody I’d like to have lunch with, you know, that I could socialize with there may or may not be that opportunity once you’re hired. But is it somebody, you know, basically like somebody I like and they’ll get to figure out that they like you if they can see more of you than just your work self.

[00:57:44.89] spk_3:
Yes. And this is the great time to bring up the professional development you’ve been doing that is outside the scope of your every day, you know, this is where, oh, we’re talking about this over the pool table. Oh, I just was taking a geology class online, you know, this fits in so well with that, it just gives you more organic conversations to talk about the things you’re interested in, the things you’re pursuing?

[00:57:53.84] spk_1:
Alright, Kalinda, anything else that you want to share about professional development that we haven’t talked about yet? And you’re gonna, I don’t, I don’t want to shortchange non profit radio listeners. So anything you’re going to cover in the session tomorrow that we haven’t talked about.

[00:58:22.01] spk_3:
So I would also like you to remember that all professional development doesn’t have to be formalized. You know, even taking time to listen to a book on tape that gives you three new ideas or changes your mindset. So you walk into work happier, more fulfilled is also valuable. So not all professional development is going to take a semester long. It could just be a nice beach read in the summer one that includes a professional leadership book

[00:58:57.15] spk_1:
and you know, you should, you should share your professional development formally. Also, I’m sure you said this earlier, but I’m just kind of reinforcing for myself. You want your supervisors to know how you’re spending your professional development time. Yes. What you’ve achieved certificates or even just learning, just learning that maybe not doesn’t come with a certificate. Yes.

[01:00:19.78] spk_3:
And you definitely, it’s always great to let people know what you’re working on, what ideas you’re like, brainstorming that you can bring to the company. And these are like at the water cooler during your official Super Vision’s setting your goal sets for the year. These are all great times to talk about it and self promotion could be self advocacy. So we are not being Braggarts, we’re sharing the information we have so we can be a resource. That’s why I’m telling you that I have a master’s degree that’s why I’m telling you what I’m certified in. So I can be a resource. Like my whole goal is to learn and give back and change my community. Like when I learned that we can do free cover letters in Google and they have a whole online training, teaching you the Google products based on a cover letter. This is going to totally help my neighbor who can’t invest in a $2000 employment coach being advertised on linkedin.

[01:00:50.37] spk_1:
You make a very good point too about self promotion. So many folks are, you know, fearful of that, they feel they are bragging like you said, and it’s not you, you position it very well to say, you know, you’re positioning yourself as a resource to the, to the organization, to your superiors, to your peers, to not only your supervisors, but, um, it’s unfortunate that so many folks are hesitant to talk themselves

[01:00:56.16] spk_3:
up. Yes. And this is where like a good leadership book can help you to help you refine that mindset. You know, in the classroom, we’re not supposed to talk about grades, you know, we’re supposed to keep them secret. We don’t want to hurt anybody’s feelings. But like that mindset doesn’t necessarily work in the work force.

[01:01:43.20] spk_1:
There’s a session here at N T C and I’m interviewing the woman who’s running it about having a powerful voice. What is like, what is voice for power, something like that? I’m talking to her later today. That’s just 11 instance of uh I guess building confidence, you know, sounding confident exudes confidence may be trembling inside, but can you at least sound confident? Yes.

[01:01:45.57] spk_3:
And the thing is it’s much easier to access your confidence when you understand your purpose.

[01:01:53.91] spk_1:
Oh, very good. Spell that out a little. That’s excellent.

[01:02:41.13] spk_3:
So for me, I am a messenger and it is my job to get the message out. Public speaking wasn’t my first choice but public speaking and doing panels at places like N T C allows me to get this much needed information out. There are so many people in these current times who just can’t invest a $10,000 cash payment into a boot camp to change their life. But there are entry point for the free level, the linkedin learning level, the $15 cert certificate level that can get you on the path of change. And those are the messages that I have to get out because my purpose is being a messenger. It’s not being a know it all. It’s not being a brag ID. It’s being a messenger to change people’s lives. And when I know this is my purpose, it’s so much easier to get up and talk on this radio show, to do these panels, to get on the plane and go across the country to have these conversations. Because I know my message is so valuable to my community.

[01:03:26.56] spk_1:
I feel like it’s a perfect place to stop. It’s beautiful. Thank you, Kalinda Alan James, assistant vice president for Information Technology at a common point queens. And she did come across the country. She came from New York to Denver, Colorado and her podcast is study hall with Kalinda the Tech. Alright, thank you very much, Kalinda. Thanks for sharing. Loved it. And thank you for being with our coverage of 23 N T C the nonprofit technology conference where we are sponsored by Heller consulting technology strategy and implementation for nonprofits. Thanks for being with us

[01:04:44.77] spk_0:
next week, Artificial Intelligence for nonprofits with an esteemed panel, Beth Kanter Allison. Fine, a few Bruce and George Whiner. If you missed any part of this week’s show, I beseech you find it at tony-martignetti dot com. We’re sponsored by Donor Box. I’m grateful to Donor Box with intuitive fundraising software. Your donors give four times faster helping you help others. Donor box dot org. Our creative producer is Claire Meyerhoff. The shows social media is by Susan Chavez Marc Silverman is our web guy and this music is by Scott Stein. Thank you for that affirmation. Scotty B with me next week for nonprofit radio. Big nonprofit ideas for the other 95% go out and be great.

Nonprofit Radio for May 22, 2023: Multigenerational Technology Teaching & Goals Aligned With Technology

 

Lauren HopkinsMultigenerational Technology Teaching

If you have folks spanning the generations working or volunteering for your nonprofit, you may have noticed they learn technology differently. Lauren Hopkins shares the strategies for teaching tech across the generations. She’s from Prepared To Impact, LLC.

 

 

Jett WindersGoals Aligned With Technology

Step back from your technology decisions before you buy the shiny, new apps. What are your goals for the tech? And how does the tech support your overall goals? Jett Winders from Heller Consulting helps you think through it all.

These both continue our coverage of NTEN’s 2023 Nonprofit Technology Conference, #23NTC.

 

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


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[00:02:07.29] spk_0:
And welcome to tony-martignetti non profit radio. Big non profit ideas for the other 95%. I’m your aptly named host of your favorite abdominal podcast. And this is number 641 which means we are just nine weeks away from the 650th show. 13th anniversary coming in July. Oh, I’m glad you’re with me. I’d suffer the effects of dextrose gas tria if you upset my stomach with the idea that you missed this week’s show multigenerational technology teaching. If you have folks spanning the generations, working or volunteering for your non profit, you may have noticed they learned technology differently. Lauren Hopkins shares the strategies for teaching tech across the generations. She’s from prepared to impact LLC and goals aligned with technology. Step back from your technology decisions before you buy the shiny new apps. What are your goals for the tech? And how does the tech support your overall goals? Jet Winders from Heller Consulting helps you think through it. All these both continue our coverage of N tens 2023 nonprofit technology conference on Tony’s take to share, share. That’s fair. We’re sponsored by Donor box with intuitive fundraising software from donor box. Your donors give four times faster helping you help others. Donor box dot org. Here is multigenerational technology teaching.

[00:02:29.17] spk_1:
Welcome to tony-martignetti non profit radio coverage of 23 N T C. The nonprofit technology conference we are at the Colorado Convention Center in Denver where we are sponsored by Heller consulting technology strategy and implementation

[00:02:31.98] spk_0:
for nonprofits. With

[00:02:34.41] spk_1:
me. In this meeting is Lauren Hopkins. She is social impact consultant at prepared to impact LLC Lauren Hopkins. Welcome to

[00:02:46.00] spk_2:
Nonprofit radio. Oh, thank you so much. Thanks for having me. I appreciate it. Pleasure.

[00:02:53.09] spk_1:
I love your topic. We’re talking about teaching to technology skills in a multigenerational workplace on the baby boomer. You’re a millennial. I am and we will try to bring in a couple of other Jen’s as well. We don’t want to exclude Gen X and sometimes it does sometimes feel a little left out or

[00:03:09.88] spk_2:
they don’t think they feel left out. I don’t think so. As long as we provide the tools, I don’t think so. Okay.

[00:03:17.34] spk_1:
Um And Gen Z, of course. Yes, we’re not going any younger than that. Now.

[00:03:21.41] spk_2:
We do have the traditionalist um younger or I’m sorry, older than the baby boomers. And we discussed that in myself. Okay, traditionalists, traditionalists. Yes.

[00:03:33.10] spk_1:
Okay. Because I’m a young boomer at 61 where traditionalists, I

[00:03:38.33] spk_2:
believe the traditionalists if I recall about 78.

[00:03:57.48] spk_1:
Okay. Well, there still are some 78 year olds in the workplace, especially returning to returning to work, perhaps second career. Okay. Okay. Thank you. I don’t want to leave out and I don’t want anybody traditionalists. So uh just give us, give us like overview. Why did you, why do you feel we’re not doing as well as we could training across the generations?

[00:04:45.23] spk_2:
Yeah. Well, you know, so I really enjoy teaching technology skills. I started as a social worker and I started to um teach technology skills in various sectors. And so Department of Social Services, teaching software implementation. And then I went to Aflac teaching the same thing and in the nonprofit field, and I really feel as though we have individuals within, within the various generations that still have a lot to learn and depending on the learning styles, their learning needs are very different. And so the strategies that we use to teach the technology could vary based upon the generations.

[00:04:52.04] spk_1:
So when you say their learning needs you there starting in different places, starting

[00:04:56.47] spk_2:
in different places and their learning styles as well,

[00:04:59.84] spk_1:
comfort

[00:05:01.18] spk_2:
their comfort and um and the tools and strategies that we will use to reinforce some of that learning some of the activities and such may be different based upon the generation.

[00:05:15.15] spk_1:
One of your takeaways is learning how people value training differently, they value it differently. That was interesting what I’m not, I don’t think of valuing training. So I’m obviously not in the mainstream. So that’s why I’m talking to you because I need help. So how do people value it differently

[00:06:12.37] spk_2:
across the ages if you think about it? Um with some of the, with the baby boomers and we the traditional list, they genuinely want to learn. Um They just may need some, some help along the way where we think of millennials and the Gen Zs. It’s sort of as if um they’re just expecting for the information um to be provided to them. And so we just want to make sure that we’re providing the information that they need to be, to be successful. So it really, it depends on how the information is provided that their values may change.

[00:06:20.18] spk_1:
You have some techniques to talk about. Yes, for training across.

[00:06:26.30] spk_2:
Absolutely.

[00:06:28.01] spk_1:
Let’s, let’s dive in. Okay. Don’t sell short now. And nonprofit radio listeners don’t, don’t, don’t, don’t hold out okay. But what’s, what’s the technique? Which, which one, what should we start with?

[00:07:08.68] spk_2:
Let’s start off with the traditionalists. Okay. Yes. So with the traditionalist one, one thing that we do well with the traditionalists and the baby boomers, we want to make sure that we are providing step by step tools and strategies for them to be successful. So if you are training on some technology skills, make sure that you do have the step by steps with screenshots available and really encourage them to, to go ahead and print that out. So within the training, if your training is virtual or if it’s in person, they can follow along really well. Also, we want to make sure to the best of your ability if we do have someone of a younger generation that maybe we can partner them together with someone of the older generation and they can, they can assist in the learning process.

[00:07:31.30] spk_1:
Students.

[00:07:57.50] spk_2:
Yes. Yes, both are learning because we’re talking about a multigenerational workplace. Um And so, um and also with the baby boomers and the traditionalists, they both prefer to learn within a traditional in person classroom setting. But we know that that’s not always possible. And so we want to make sure that we are um making some accommodations to ensure that they are getting the information in the best way that they receive it the best way that we can. Okay.

[00:08:06.56] spk_1:
So in person is better for the older folks

[00:08:11.28] spk_2:
better and well, let me say preferred is preferred for them. Um Research shows

[00:08:19.45] spk_1:
preferred their prey, but it may not be

[00:08:21.23] spk_2:
possible. How do you, how do you like to learn? Do you prefer virtual as a baby? You say your baby? Right. So do you prefer to learn virtually or in person as far as if you’re learning new technology skills? Yeah,

[00:09:01.32] spk_1:
I have a two part answer to that first is I generally don’t like it when guests turn the tables and put me on the spot. That’s the first, that’s the first answer. But the second answer I will go along with you. Is, uh, no, I prefer, I’d much rather be in person. Yeah. I also prefer speaking to in person audiences. Um, I prefer in person into like this. I mean, I have to do most of them over Zoom because the guests are from all over the country and I live in North Carolina. But, um, are you in

[00:09:10.28] spk_2:
North Carolina? I am from, I’m from North Carolina originally. I now live in South Carolina. Where are you, where are you from? I’m from Hickory and then I went to undergrad in high point and I also lived in Wilmington’s.

[00:09:21.44] spk_1:
Okay of those three. I’m the closest to Wilmington’s. I live in Emerald Isle. You know, the little beach town about an hour and a half above Wilmington’s. Yes,

[00:09:30.36] spk_2:
I do love it. Small world. Where’s hickory hickory hickory? It is at the foothills and so it is about an hour from Charlotte and about an hour and a half from Asheville.

[00:09:44.83] spk_1:
Okay. Okay. Foothills. Alright. Alright. I’m originally from New Jersey. Okay. Okay, cool. And you’re in South

[00:09:49.70] spk_2:
Carolina? I do live in South Carolina now Columbia, South Carolina settled down there. So

[00:10:30.84] spk_1:
that’s the capital of South Carolina in Columbia, South Carolina. Don’t think I don’t know why. Yeah. Okay. So, um, yes, so I prefer in person, everything, audiences, learning interviews, um, meetings with, I do plan giving, consulting, fundraising. So I much prefer to meet donors in person, but a lot of times phone has to suffice. And for the older folks that I’m working with, they’re usually not interested in being on Zoom, they’ll do it for their grandchildren, but they’re not gonna do it for me, which is fine. So I pick up the phone, I got you. But I’d rather be in person whenever I can whenever I can.

[00:10:36.81] spk_2:
May I ask something? Then

[00:10:38.82] spk_1:
after my first answer to the last question you’re still gonna ask again?

[00:11:18.05] spk_2:
It’s not a question. It’s not a question. But as far as far as baby boomers and the traditionalist, I also recommend providing an option for them to call. That’s what reminded me uh providing them an option for them to call the, the training consultant, whoever’s doing the training in case they have questions. Um If there’s a phone available phone number, because oftentimes with technology, you know, we want them to email if they have questions or send a message. But with those two generations, they prefer to pick up the phone or if there’s an option to meet in person, not sure if that is possible. But um at least the phone option will be great better

[00:11:42.12] spk_1:
than email or text. Makes perfect sense. It’s what they grew up with. Exactly. And an email and text or what the other generations grew up with. Exactly. So follow up phone offer, phone, follow up anything else for dealing with Boomers, traditionalists? Not right now. Okay. What if maybe we’re gonna get to this. What? Yeah. Alright. So you are we gonna be talking about having multiple generations like in the same class? Yes, like you said, pair off somebody younger with somebody older. Okay.

[00:11:57.72] spk_2:
Okay. Yeah. So one of my suggestions is to um in your training plan, look at the learning styles of all these generations, figure out what is best or how each of them learn best and just implement various little nuggets that meet the needs of all of the generations. That is my suggestion instead

[00:12:16.66] spk_1:
of like what give me some sample nuggets.

[00:13:30.31] spk_2:
Sure. Yeah. And so for the, let’s start, let’s start at the top. So for the um for the traditionalist and for the baby boomers, like I said earlier, you may want to have a um a print out of the step by step guides for the Gen Xers. They love independent work. So for the activities to reinforce that learning, if you have some independent work that would be helpful um for the millennials, they also enjoy group work. And so after the session, if we have some group work, that would be great. And um we can reinforce their learning to by pairing them up with someone who’s a bit older and helping to strengthen both groups. And then for the Gen Z’s, they love videos, training videos. 3 to 6 minutes is the sweet spot videos of 3 to 6 minutes. Because remember this is the generation that goes to youtube for answers to almost anything. And so videos will be great. And so um if we can have trainings and then implement just little pieces that are catering to the various generations inside of the learning plan or the training plan, that would be ideal.

[00:13:37.53] spk_1:
Okay. So take a hybrid

[00:13:39.11] spk_2:
approach. Exactly. Touch

[00:13:45.58] spk_1:
everybody with what they need and this is all research based. We know Gen Z does much better. Exactly. Two

[00:14:01.32] spk_2:
six minute video. Yes. Yes. And for those who have attended the conference this year, the learning materials and my slides with the references are online. Okay, so they can pull that

[00:14:03.12] spk_1:
up, walking your talk. Alright. Yeah. Um what else other, other techniques across the generations? We got plenty of time

[00:14:22.38] spk_2:
together. Okay. So let’s go with the Gen Xers. They really enjoy being active and so their activities, if they can be active, that would the ideal um any type of gaming that would be great too. So um in their activities, if they can get up and move, if it’s in person or if it’s virtual, let’s set up a way that the activities can help them to just be active and implement what they are learning. That’s key.

[00:14:43.66] spk_1:
So active, meaning they get up out of their

[00:15:35.85] spk_2:
seats. Oh yeah, that’s good. Let me clarify, let me clarify. Yeah. So for active you could get out of your seat. But an activity. So what I like to do is say for instance, you have a, um, an activity plan for them to, let’s say I used to work at our local United Way, United Way of the Midlands in Columbia, South Carolina. And I taught the homeless management information system to about two huh 100 users. Right. And so what I like to do is after their New Year’s or trainings, I would email them a task sheet for them to complete their tasks. And once they finish that task sheet, go ahead and send me their work and I’ll look over it. So that is a way for them to be active. Now, depending on the resources that your agency have, you may have um some gaming um strategies or tools. My agencies did not have that. So we work with what we have. Um But that is a way just for them to be um to be actively doing something and to reinforce the learning that has taken place.

[00:16:40.97] spk_0:
It’s time for a break. Stop the drop with donor box. It’s the online donation platform used by over 100,000 nonprofits in 96 countries. It’s no wonder it’s four times faster. Checkout, easy payment processing, no setup fees, no monthly fees, no contract. How many potential donors drop off before they finish making the donation on your website? You can stop the drop donor box helping you help others donor box dot org. Now back to multigenerational technology teaching with Lauren Hopkins.

[00:16:48.01] spk_1:
What about Gen Z. Anything? Anything further further for Gen Z besides the video?

[00:17:05.26] spk_2:
Yeah, just for, for Gen Zs and for millennials, one thing to note is that they love learning management systems or LMS as most people. Um Well,

[00:17:06.23] spk_1:
I have Jargon Jail on non profit radio. So I’m glad you opened with learning management system. LMS would have to call you out. What the hell is an LMS?

[00:18:48.07] spk_2:
Um So the LMS for learning management system that have a feel of social media. All right. So if we have a discussion board, if we um have some sections that just feel like social media, that you can put together a poster or um share a tidbit or tip of the day that just feels like social media that would be helpful. Now, if your agency does not have those type of resources, that is okay. Another thing that is helpful, especially for the millennials is if there is a blog for um this generation really enjoyed blogs. And so if there’s a blog where you as a trainer can introduce some tips, so say for instance, every week or two, you do a tips Thursday or tips Tuesday or whatnot and introduce or post a tip for them to be utilizing the system. That would be, that would be great also. And another thing as well, remember remember that with these videos, we have to have somewhere to store them, right? And so one thing that I do a couple things that I suggest finding a mutual place where we can store the videos via your, the L M s or maybe it’s a site that is open where you can store those, those videos, a screen share videos that could be helpful as well. Um And also I’m not sure if it’s possible, but depending on your agency, if your company has a, a, a, a company, youtube, see if it’s possible where you can record the screen of some trainings, just making sure that it’s not any confidential information on the screen. But see if we can store it on there. And remember too that the videos should be between 3 to 6 minutes if that’s not possible. 20 minutes or less, but the sweet spot is 3 to 6 minutes.

[00:19:19.53] spk_1:
Yes. Um What kinds of you already had your session? I did. What kinds of, what kinds of questions were you

[00:20:21.73] spk_2:
getting? Yeah. So I got a couple questions. One question that we got was for the baby boomers and for the um traditionalists if they are in this um in the classroom and um we cannot implement in person trainings, how do we teach them? What’s the best way? And so one thing that I really enjoy doing, especially with training software is for those generations, I really like to do one on one training. I love to do one on one training. And so what I offer them is let’s meet one on one now in my um in my work experience, we always use teams. And so, and I’ve also um I use some others too, but mainly teams, but let’s go ahead and share your screen. And what I like for them to do also is for them to drive the training. So I don’t, I always prefer if the learners, no matter what the generation is, if the learners will share their screen and, and drive and I will teach them as they practice. Dr

[00:20:32.68] spk_1:
meaning what they decide what the topics

[00:21:54.58] spk_2:
are, training, training agenda. Yes, we have a training agenda. Exactly. So let’s say for instance, I am teaching um a staff member at a local shelter how to check a client into a bed using a particular software. What I’m going to do as the trainer, if this is their first day, I’m going to ask them to log into the system. Be it the live system or a training system somewhere? They can mess up in and practice or whatnot and share their screen. I’ll give them a login, share their screen and I will teach them. All right. This is where you go to enter in the client’s name. Okay, go ahead and do that. Alright. Next, we’re going to click on such and such. Okay, go ahead and do that. Um And so that’s what I mean by driving. So letting them um letting them navigate and, and play around and see what it feels like also I do enjoy and I do suggest rather having step by step guides like I’ve mentioned before. But if your agency does not have that or you don’t have time to create it or whatnot, because we do know that a lot of nonprofits, they have a smaller staff and such or, you know, smaller department. So that’s okay. Make sure you give your learners no matter what the generation time to write notes, um write notes during the trainings. And so make sure that, you know, you’re taking your time and and can write, allowing them to write some notes that that is a huge tip.

[00:22:06.64] spk_1:
Any other valuable questions you got? Oh,

[00:23:01.81] spk_2:
yeah, let’s see here. I did have a question about um oh, confidential information. Um Someone asked me a question about um confidential information and sharing, not sharing the confidential information. But what if it is a part of the new software? Let’s say that it is an electronic health health record that your agency is in implementing. And so one of my suggestions is to just ensure that the company that, you know, the company’s policies and what can be shared during training and what should be only shared, you know, in, in the real world. And so that, that is um that is huge. Someone said that oftentimes that is the question, should we be sharing this or whatnot? So that’s my suggestion that just look at your company’s policies as far as the training or if y’all don’t have that, um, go ahead and implement something, what should be shared during these trainings, what can be shared or if we need to go ahead and make up some dummy data

[00:23:09.39] spk_1:
beforehand, dummy database.

[00:23:12.76] spk_2:
Exactly. And then sometimes with some databases, um if there’s not a dummy database, maybe that we can make up some data in the live one and just delete it. It just depends

[00:23:25.57] spk_1:
or something. Exactly.

[00:23:29.61] spk_2:
Exactly. Yeah. So that’s part of the pre planning process.

[00:23:34.53] spk_1:
You were going to have folks practice designing strategies. Now, how did you, we can’t practice here but how did you set folks up to? It was

[00:24:37.91] spk_2:
great. Yeah. So what I went ahead and did, I created five different scenarios of agency that are implementing a training, a tech training. And so what we did is we went around the room and we split up the individuals and um they went ahead and I created a pre created objectives for the scenarios for the, for the training plan and they put in place some activities for them. And then also that could be um that could be used to teach the information and then a skills check activity. So how can we ensure that the learner has um understands the information? And so it went really well. And then after that, after um after the groups, we probably spent 15, 18 minutes or so and then the various groups went around and shared with the entire um and with the entire class, their ideas one or two minutes, but they gave us some um some fresh ideas that they have utilized in the past. And then, um as they, as they were working in the team, how they brainstormed then went really well. Now

[00:24:57.73] spk_1:
skills check. Sounds to me like a euphemism for test.

[00:25:26.15] spk_2:
Yeah. Well, it doesn’t have to be though. It does not have to be a quiz. It could be say that that task sheet that I was telling you about earlier, do this, do this and then once you finish these tasks, send me say the client number or the client I D and I will check it out. I’ll check it out before you get access to the life site. I really like to do that or it could be um just do this worksheet and go ahead and write down the responses oftentimes to with these skills checks. They don’t need to turn them into, you know, if you want them to and that could be an evaluation part or evaluation strategy for you as a trainer to make sure, okay, our folks really learning what they need to learn but sometimes it’s a way for them to just practice. Mm hmm.

[00:25:47.36] spk_1:
What did you learn in your session? You know?

[00:25:51.06] spk_2:
Yeah. That’s a good question.

[00:25:52.91] spk_1:
I finally 23 minutes in decent question comes out of this guy. I

[00:28:21.56] spk_2:
love it. No. Um So what did you take away? Yeah, my takeaway was that I really through that activity of the scenarios and then creating a training plan. I actually came, came away and walked away with some good ideas, um, that I could actually use in the workplace or share with others. And, yeah. So, um, let’s see here. Oh, one particular group they stated that they would have a hybrid training, so to meet the needs of all of the generations, they would introduce a hybrid training instead. So virtual for some and then in person for others um that’ll be really helpful. Also making sure that we have a step by step guides um available. That is really good. Um I did have if I could go back to the one question that you stated about um about the questions that some folks asked. So one thing that someone came up to me afterwards, they stated that they work for um they work for Salesforce and they train um the Salesforce Salesforce software with different agencies and because sales force can be so customizable, she was wanting to know what are some suggestions or what is a suggestion that you have for the step by step guide piece, especially for some of the older generations or even the video piece also because sometimes you don’t want to create too many videos because the screens may change because it is customizable. And so um and I did ask her, I said, okay, Well, do you have relationships with these individuals? And she said, yeah, so, so she’s not just going in one day and then just leaving. So over time, I did encourage her to just get to know the learners, um try to figure out what their needs are and to create a video for that agency specifically for that agency that may be helpful. And then as the software changes, she may need to um recreate a video, but hopefully that will last a little bit for, you know, once they’ve been, you know, customize their screens have been customized a bit, but that is one suggestion. She said that was very helpful. Um So, you know, she may not, she said she didn’t have time to do the step by step right now guides. So that’s okay. Um But let’s see if we could do some videos and because the video should be 3 to 6 minutes. She said that maybe, oh, maybe I could do some short videos depending on the topic and go ahead and create those and share them with the agency. All

[00:28:50.26] spk_1:
right, Lauren. Um You want to leave us with some uplifting thoughts about, you know, why it’s important to be all inclusive in your training.

[00:29:29.53] spk_2:
It really is. Well, thank you and thank you for the opportunity. So this subject matter is very close to my heart. I really enjoy training and especially those of the older generation. Um No offense but baby Boomers and the traditionalists. Yeah, they’re actually my favorite generation to teach. And I think oftentimes as we’re thinking about technology, we sometimes leave out um, Gen Xers, baby boomers and the traditionalists and we sort of forget about those learning needs. Now. Um I did not share this and you might not, you might know, but I actually have a doctorate in curriculum and instruction and,

[00:29:37.18] spk_1:
yeah,

[00:29:57.86] spk_2:
that’s okay. And so, um so training and learning is just very close to my heart. So just remember that no matter what the generation is, um just please keep in mind their learning needs and that if they’re in the classroom, they might be forced to be in the classroom depending on their jobs. But they all have various learning needs and they have um they have value at the agency and we need to equip them with the tools to be successful. We really do. And so um so it’s just been, it’s been very, very good, it’s been a good experience and I really hope that folks can take some of this information and use it at their workplaces and in their communities, at

[00:30:53.57] spk_1:
the very, very least rages consciousness. You need to be aware, sensitive to the different values, the different learning styles, learning needs of everybody who’s in your workplace. Not just the folks who are new to the organization or not just the folks who are of a certain age of a certain age, of course, So raising the very bad, I mean, you’re going way beyond just consciousness raising, you have a lot of very good ideas too. But greater consciousness is

[00:31:14.33] spk_2:
absolutely. And one other thing if you don’t mind, the you brought up a good point in saying beyond the new user training, the initial training, remember that just because the users of any generation has completed, the new user training does not mean that they don’t need on going training. So we want to remember that and make that a part of the overall training plan for ongoing training.

[00:31:21.49] spk_1:
Our staff, absolutely, internal professional development. People want to feel supported otherwise, quite quick. Yes.

[00:31:29.61] spk_2:
Yes, absolutely.

[00:31:35.61] spk_1:
I would like to put something on the record that I am a very young 61 born, born in 1962. So very among the youngest of all the baby Boomers is me on the record. I love it. Dr Lauren Hopkins, Dr Lauren Hopkins. Thank you very

[00:31:48.43] spk_2:
much. Thank you. I appreciate it, tony. Thanks for having me. My

[00:32:03.59] spk_1:
pleasure. She is social impact consultant at prepared to impact LLC. And thank you for being with me for our 20 our 2023 nonprofit technology conference coverage where we are sponsored by Heller consulting, technology strategy and implementation for nonprofits.

[00:33:23.25] spk_0:
Mhm. It’s time for Tony’s take two. Hello, who can you share non profit radio with? Maybe it’s among your friends, your colleagues who on your board should listen at least who on your board. Would you like to have? Listen, first step is you gotta share the show with them or who did you used to work with that you’re still willing to talk to. Could you by chance mention non profit radio on your linkedin or Twitter Mastodon? I’d be grateful if you tag me. I will certainly give you a shout out. And I thank you very much for thinking about who you could share non profit radio with and then sharing non profit radio. Thanks very much. That is Tony’s take two. We’ve got just about a butt load. More time here is goals aligned with technology.

[00:33:54.88] spk_1:
Welcome to tony-martignetti, non profit radio coverage of 23 N T C. You know what that is? You know, it’s the 2023 nonprofit technology conference that is hosted by N 10 and that we are in Denver, Colorado. We are hosted by Heller consulting technology strategy and implementation for nonprofits. And from Heller with me now is Jet Winders, Director of Sales at Heller Consulting Jet. Welcome to non profit

[00:34:00.76] spk_3:
radio. Thank you for having me, tony. Pleasure.

[00:34:04.57] spk_1:
Absolutely. Your session topic is how to align your nonprofit’s goals with technology. That’s right. Why is this an important session? Why do we need this?

[00:34:24.12] spk_3:
Yeah. You know, for so many organizations and certainly for tech enthusiasts at a conference like this, sometimes we geek out on the and want to jump straight to what system or what tool are we going to use? And it’s really important to step back and think about what is the goal of using that tool. So what is your nonprofits goals to even start with and then align that with the technology? Because the technology is always advancing something the organization is trying to do,

[00:34:52.20] spk_1:
right? The technology is advancing, presumably your mission certainly is stable. Your goals are going to evolve to achieve achieving that mission. But we need to align these moving parts basically.

[00:34:57.38] spk_3:
That’s right. You know, non profits, they spend a lot of time building strategic plans and they’ll outline, you know, what those North Star goals are and then what those specific levers they’re gonna pull, you know, whether that’s increasing fundraising or awareness or patient outcomes. Those are the goals that the technology is driving towards the goal is never let’s adopt a new tool just for the sake of doing it.

[00:35:22.22] spk_1:
So I’m taking from your, from your learning objectives, identifying technology strategies and how those affect software solution. So what kind of technology strategies are we talking

[00:36:13.40] spk_3:
about? Yeah, you know, sometimes we talk about uh organizations, you know, approach to technology, how do they adopt it? What type of relationship do they want to have with it? So for some organizations that might mean we want to be the most innovative in the field were okay taking risks if it’s going to allow us to be a first mover or advanced something or show the sector something they haven’t done before while others might be, you know, we have to be conservative with our dollars. We want to do something that’s tried and true. We want to do what is proven in the space already. And so we want to do what our peers are doing. That’s a totally different relationship with how you might approach technology and the tools you might adopt. And, and that is just, you know, sort of a philosophy that different organizations adopt that can have an impact on what technology they ultimately select.

[00:36:26.61] spk_1:
Okay. Have you done your session

[00:36:28.41] spk_3:
yet? No, it’s to, it’s on Thursday. Okay.

[00:36:31.23] spk_1:
So walk us through, how are you going through it with your in your session? How are you approaching this?

[00:37:30.18] spk_3:
Yeah. So for first, what I like to get organizations to imagine is that changing technology is actually part of a broader operational change within the organization. And whenever you change technology, uh your business processes also have to change along with that. And your people also have to change whether that’s simply training to use the new tools or it could be new roles and responsibilities based on those tools. And so you want to put in contact context, a technology change with the broader impact that it’s going to have to try to make that change. The other way. I like to get organizations to think about it is that, you know, the technology is always advancing those broader goals within the organization. And so we want you to think through the impact that you’re trying to make first and always be. So starting with that impact messaging rather than, you know, again, getting into the nitty gritty of what tools we’re gonna change in systems we’re gonna change. We need to be centering the impact that it’s going to have at the organization for us to actually sell and make that plan for what we’re gonna adopt and what tools we’re gonna move forward. Okay. So

[00:37:58.19] spk_1:
yeah, centering the impact, right? Not centering the tools we’re not focusing on, not focusing on the tools. Um What is there a method of you? I think you have a method of um assessing different options, information systems options. You say what, what’s, what’s that assessment part

[00:39:15.54] spk_3:
about? Yeah, we take folks through a roadmap methodology that starts with, you know, real strategic discovery to understand what organizations are trying to accomplish. Uh you know, get those specific requirements of what do these tools need to do? It’s not about tool functionality. It’s about what do staff actually need to be able to accomplish in their day to day rolls and then from those types of requirements, build out what you need these systems to accomplish for you. So what role will those technology systems play within the organization? And then only then start to put specific names to what those tools are and that’s where you might actually go out to the vendors at the conference to start to fill in. You know, we need a tool that’s going to do this for our organization. Well, let’s find what tool that is. And you know, the way technology has changed over the years, there’s so many options out there. You know, whether you’re going to take an approach that’s based on a platform and build and customize it to meet all those requirements, or if you’re going to try to find more highly special tools and uh take on the sort of integration requirements of using, you know, tools from different vendors. So there’s not one size fits all anymore of, I just need a tool that does X. You really have to think through that broader approach and put the pieces together and make sure it’s all gonna add up to, you know, those, those goals and outcomes you described at the very beginning.

[00:40:14.31] spk_1:
What about the difference between the like sort of the all inclusive, like like a black box solution or Salesforce versus smaller apps that do different things like accounts payable or there’s an accounts payable vendor behind me. Um Behind us, we’re in the same boat behind us. Um or something else does. You know, it is a fundraising CRM is if you’re, if you’re trying to center the goals, there’s, there’s, there’s one, there’s a one, one size fits all system like that really makes sense. Yeah. Well, one can it, I’m, yeah, that’s such a neophyte question. I don’t know.

[00:41:11.54] spk_3:
It’s, it’s a great question because you are centering the goals and then you also want to look at your organization’s relationship with technology. So that is that example I I shared about whether you’re an innovator or you want to do best practices. You know, these are sort of guiding principles on what your relationship is with technology. Another example might be, um we want to build up our own internal capacity to manage tools and systems with a strong I T and operations department where another organization might say we’re first and foremost fundraisers and program managers, and we’re going to leverage experts outside of our organization to manage our technology. So that’s two totally different relationships with technology. So when you start to decide on your own guiding principles at the organization on what your relationship with technology will be that can then help you answer that question of whether it makes sense to use a platform where you’re going to be responsible for maintaining the integrations and maintaining the customization, or we’re gonna look to a single vendor who’s gonna provide multiple tools in the ecosystem because we’re going to use them as our experts and, and not keep that internal expertise.

[00:41:40.23] spk_1:
Is there a case study or story that you can share?

[00:42:06.58] spk_3:
Yeah, tomorrow, I’ll be highlighting, you know, three different examples of organizations that we worked with and, and took them through this process. And so you know, for one organization, uh they were really focusing on having tools that were easy for their users to use. They needed to look across the organization to a platform that could support five different departments within the organization. Um And they were prepared to take on managing that platform but didn’t want to build it all out from scratch. And so that organization chose salesforce as a solution that had built some of the purpose built mission tools that they needed on their platform already working with another organization on the

[00:42:42.44] spk_1:
salesforce. Absolutely. What kind of outcomes did they see that? You think they would not have, they would not have gained if they had done is the way it’s typically done or, you know, focused on focusing on the technology instead of their mission and goals.

[00:43:06.24] spk_3:
Yeah, I think the approach that they might have taken that I, in my opinion would have been a mistake would be to look at each of these departments in the organization individually. So they’d be looking at uh you know, their programs and uh mission support separately from fun raising separately from finance. They might have each submitted an RFP focused on what are the requirements for each of that department? And they might have chosen different systems based on in a vacuum, what looked best for that department and then none of it would work together and I T would never be able to support it. They never get any good analysis of how information is actually flowing within the organization?

[00:43:30.24] spk_1:
Alright, I kept you from another

[00:43:59.59] spk_3:
story. Well, yeah. Well, in uh in contrast, another organization really was looking at efficiency, you know, they were in that state of having different systems within each of the departments and their I T department recognized that they couldn’t support the different systems that had been chosen independently by different departments. And so they really focused on having a centralized I T structure that could manage and develop solutions on behalf of all of these different departments. They chose Microsoft as a platform because it was an extension of expertise that they already had already using Microsoft in some areas of the organization and then building on that. So they have a core competency now as an organization on Microsoft and are able to hire for those roles and maintain solutions across the organization that are sharing from that platform.

[00:44:49.16] spk_1:
If you’re centering your goals, there’s a lot of organizational introspection that’s got to happen first. So are you, are you looking to your strategic plan? I guess if, if you’ve got one that’s current, I mean, how does this, how does this exercise take place before you start talking about technology

[00:44:49.81] spk_3:
solutions? That’s right. You know, when and where

[00:44:52.24] spk_1:
also it’s c suite conversations. Is it down at the user level? You know, so please wear also. Yeah,

[00:45:30.76] spk_3:
absolutely. You know, when we start working with clients, it’s amazing how much work has usually already been put into defining those types of broader organizational, you know, goals, you know what those strategic plans are, those are often already, you know, their year three of a 10 year strategic plan and they may or may not be on track to achieve some of those lofty goals that got put out there. So, you know, technology is really downstream to support those goals. And we’re often, you know, when we’re working with somebody in operations or an I T kind of forcing them to dig up that, that document and, and confirm like this is still the path the organization is, is on, that’s what we’re trying to accomplish so that we can put our recommendations in context of what the whole organization is doing.

[00:45:52.09] spk_1:
Okay. Um And you had a third story.

[00:46:31.72] spk_3:
Yeah. Well, you know, I I shared uh an example of a Salesforce platform and Microsoft platform. We worked with another organization that actually left Salesforce, um really recognized that managing that platform was too much for the organization. They did not want to keep the in house staff to manage that. Uh They wanted to focus on fundraising, but, you know, didn’t really have the internal capacity to, you know, select apps or integrate with, you know, other online tools. And so they actually went to a purpose built solution, they went to virtuous that happened to have a lot of, you know, features and functionality out of the box for them with an easy on boarding process and a lot less ongoing maintenance and cost for them in the long run. And so, uh, there’s no, you know, perfect solution for everybody out there. It’s really about aligning what you need, you know, to work with and the tool and, and finding what’s going to be the right fit for you.

[00:46:57.27] spk_1:
You have some recommendations about evaluating different uh solutions that you might have, you might identify. Okay, they fit your, your, your stated goals. How do we make the, make the decision?

[00:47:28.65] spk_3:
Yeah. Well, one thing I discourage folks from doing is focusing on the old demo with organizations. You know, when we talk with folks, that’s almost the first things that they go to, you know, they wanna see demos of a bunch of different products and the demos only offer a limited insight into some of the usability, you know, how user friendly something might be. Uh people are flying through the

[00:47:33.69] spk_1:
screen, they could never replicate it, you could never replicate it five minutes after it was shown to you.

[00:48:15.84] spk_3:
That’s right. It doesn’t give you the full perspective. And so, you know, what we really encourage folks to think through, you know, once you’ve done that sort of identifying your goals, understanding what types of tools might be appropriate based on how you want to approach and use technology, then, you know, actually identify systems and platforms that could meet those goals. Sometimes there’s only one or maybe sometimes there’s one or two with big contrasts between them. You can actually do a lot more groundwork and understanding whether those are going to be a fit for you or not before you actually see the product, seeing the product is just that kind of final confirmation to see how it works and get a little more familiar. So how do you do

[00:48:22.87] spk_1:
this groundwork in your evaluation? How do you, yeah, what do you do before the

[00:49:07.82] spk_3:
demo? Yeah. So from, from your discovery effort and developing the requirements, the critical step is prioritizing those requirements against the goal. So you know, when you ask people what they need or what they want to be able to do, you’ll hear tons and tons of different things. And so the real critical period is prioritization of what is going to be mission critical for that fundraising strategy. That’s gonna get you double fundraising in three years or what’s that critical requirement? That’s gonna allow you to analyze whether, you know, multiple, you know, whether one of your program participants is actually participating in three programs so that you can actually see, see that rather than it being siloed data in separate program databases. So prioritizing what’s critical for you allows you to then look at different technology approaches and systems and narrow them down before you ever get to the demos. What

[00:49:24.98] spk_1:
else do you have planned for your audience tomorrow that we haven’t talked about yet.

[00:49:59.80] spk_3:
Yeah. You know, the last exercise I’ll talk folks through um is one way to, to map out your systems in sort of a pre work to any technology selection is to track what data is coming in to the organization where that data is stored, how it’s being used by different individuals and what other data folks would want and need. You know, sometimes a mistake that we see organizations make is they just think all data is good. We want to capture as much of it as possible, but that’s actually not the case. You really want to understand what data you’re already getting and where it is, but also what data you need to make critical decisions and who needs to use it. And when, because having that kind of map of where your data is, how you’re going to use it and what you need is really a lens that we can use to look at these technology systems of whether it’s going to support that or not.

[00:50:25.97] spk_1:
Okay. Anything else planned for tomorrow? I don’t know what you’re holding out on nonprofit radio listeners. I think we’re

[00:50:33.15] spk_3:
gonna talk about tomorrow. I think you’ve got the highlights for sure.

[00:50:47.12] spk_1:
Okay. Okay. These Jet Winders, Director of Sales the hell are consulting, which is our 23 N T C sponsor technology strategy and implementation for nonprofits. Jet. Thank you

[00:50:52.14] spk_3:
very much. Thank you, Tony Blair. My

[00:50:54.11] spk_1:
pleasure and thank you for being with tony-martignetti non profit radio coverage of 23 N T C 2023 nonprofit technology conference

[00:51:38.77] spk_0:
next week, equitable project management and make time for professional development. If you missed any part of this week’s show, I beseech you find it at tony-martignetti dot com. We’re sponsored by Donor Box with intuitive fundraising software from donor box. Your donors give four times faster helping you help others. Check out donor box dot org. Our creative producer is Claire Meyerhoff.

[00:51:41.05] spk_1:
The shows social media is by Susan Chavez

[00:51:43.71] spk_0:
Marc Silverman is our web guy and this music is by

[00:51:49.46] spk_1:
Scott Stein. Thank you for that

[00:52:00.34] spk_0:
affirmation. Scotty B with me next week for nonprofit radio. Big nonprofit ideas for the other 95% go out and be great.

Nonprofit Radio for April 24, 2023: Technology Governance

 

Maureen WallbeoffTechnology Governance

Maureen Wallbeoff

Sounds boring. In anyone else’s hands, it might be. But Maureen Wallbeoff brings her energy and lightness to help us understand the symptoms of unmanaged tech; the value of a technology governance group; and strategies for easing common technology pain points. Maureen is The Nonprofit Accidental Techie. (This continues our coverage of NTEN’s 2023 Nonprofit Technology Conference, #23NTC.)

 

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[00:01:28.31] spk_0:
And welcome to tony-martignetti non profit radio. Big non profit ideas for the other 95%. I’m your aptly named host of your favorite abdominal podcast. Oh, I’m glad you’re with me. I’d come down with Trigon Itis. If you inflamed me with the idea that you missed this week’s show. Technology governance sounds boring in anyone else’s hands. It might be, but Maureen will be off, brings her energy and lightness to help us understand the symptoms of unmanaged tech, the value of a technology governance group and strategies for easing common technology pain points. Maureen is the nonprofit Accidental Techie. This continues our coverage of N tens, 2023 nonprofit technology conference on tony Steak to a great non profit podcast. We’re sponsored by Donor Box with intuitive fundraising software from Donor box. Your donors give four times faster helping you help others. Donor box dot org. Here is technology governance.

[00:02:18.51] spk_1:
Welcome back to tony-martignetti, non profit radio coverage of 23 N T C. You know what it is. You know, it’s the 2023 nonprofit technology conference hosted by N 10. You know that we’re in Denver, Colorado at the Colorado Convention Center what you don’t know is that now I’m with Maureen will be off. We are sponsored at 23 NTC by Heller consulting, technology strategy and implementation for nonprofits and very grateful for their sponsorship. Maureen will be off is nonprofit digital strategist and technology coach at the nonprofit Accidental Techie with Maureen will be off. So she’s also aptly named and

[00:02:20.58] spk_2:
I say hello right back to

[00:02:23.13] spk_1:
our last interview.

[00:02:24.52] spk_2:
Wonderful. You worked with her where she Firefly partners hired her a million years ago. I, I was, I was one of the owners and a partner for 10 years staying in my hotel room this week. So

[00:02:43.12] spk_1:
I’m going to the Firefly.

[00:02:44.59] spk_2:
So am I will see you?

[00:02:47.30] spk_1:
There were a founder, founder and

[00:03:10.66] spk_2:
another 2008, some silent business partners came together and gave us an opportunity to start an agency. They gave us a little money and we were fully remote from day one when all we had was a O L instant messenger to chat with each other. That will tell you how long ago that was 2000

[00:03:18.04] spk_1:
and

[00:03:36.88] spk_2:
2018. So stayed for 10 years. And then I felt like I was so far away from the organizations themselves to actually lend a hand because we had people like Corley who were working directly with our clients. So I sold my shares and left the organization and started my own solo consultancy. At that point. I’ve

[00:03:43.04] spk_1:
known Jen Frazier. For just a few years. But I didn’t know that I’ve known you since you were on non profit radio last year. I didn’t, I just didn’t know about the connection.

[00:03:52.40] spk_2:
You know, we’re all connected here.

[00:03:55.08] spk_1:
So we’ll see, I’ll see you at the pizza party tomorrow, tomorrow, tomorrow, tomorrow,

[00:03:58.82] spk_2:
tomorrow night.

[00:04:01.13] spk_1:
All right, Maureen. We’re talking about technology governance for accidental techies. Why did you feel that this was important enough that it merited a session at 23 NTC?

[00:04:52.55] spk_2:
Because most organizations, whether they’re large or small have simple technology or very sophisticated technology really struggle with managing it as a holistic ecos system. So the fundraising folks handle their tools, the communications folks handle their tools. But, but you know, when we bring these products, software CRM into our organizations, it’s really tricky to get it all, to talk to each other, to work well, to make decisions for the best interests of the organization as opposed to just the users of that system. So often when I work with nonprofit clients, it’s the first time, the right group of people, like a cross functional, collaborative group of people have sat down and made decisions about technology together with everybody’s interests and needs in mind and it makes your systems work better and it helps you get a return on investment.

[00:05:19.44] spk_1:
So we’re envisioning a nonprofit where there are disparate systems, like there’s an accounts payable there, maybe there’s a treasury system, maybe there’s another bookkeeping system or something. There’s, of course, a fundraising system, there’s an hr

[00:05:34.57] spk_2:
email marketing, peer to peer fundraising volunteers, etcetera.

[00:05:45.78] spk_1:
Now, what about the companies that endeavor to put all these under one, um, mass name? Like, like, I don’t know, the salesforce or Blackball. Do those actually help small and mid size? Our listeners are in small and midsize shops. There’s, there’s no, um, I don’t know, there’s no 1000 employees, uh non profit listening, most likely. So do those big, do those big names work for small and midsize?

[00:07:43.13] spk_2:
They can, they can if they’re governed, if someone is paying attention to them, if the right people are talking about what’s working, what’s not working. Usually what happens in the small to mid size shops is the stuff as a whole is not cutting it, you know, or you’ve got redundancy, you’ve got two platforms that do the same thing or more or even something as simple as multiple canvas accounts, you know, like let’s talk about what you have, bring it all together. Um Make sure that users are supported, make sure that you know what you’re spending on this stuff and that the data is moving around between the systems instead of um data silos because that’s really where the power of all these tools comes in is, yeah, you can pay your staff. Yeah, you can collect online donations. But if different people have different needs and they’re not sitting together collaboratively making decisions, it causes friction and frustration. Often folks feel like they need to be a technology expert in order to govern their technology. So they don’t do it or they feel like, hey, I’m paying for this thing. It should just do what it’s supposed to do. It’s like if you hired a new staff person and never on boarded them, they’re professional, they know what they’re doing. They’ll just come in here, we’ll give them a computer and they’ll go not going to perform as well as a person who is managed, overseen and kind of guided to be the best that they can be. Alright,

[00:08:07.30] spk_1:
let’s talk about some of these symptoms of unmanaged technology bundle stack stack like a pro totally pro tech stack. Yeah. What does this look like that? We know we’ve got an ungoverned stack surrounding us, engulfing us. Maybe it’s engulfing us like it’s an Amoeba were a little Amoeba also were something smaller than an Amoeba. Amoeba have to eat two and it’s being engulfed by this Amoeba tech stack.

[00:09:53.73] spk_2:
What some of the symptoms are, are things like I just mentioned, you’ve got multiple of the same function, three email tools. Why, you know, probably just one would be better that way you can get really good at that. In addition to only paying for one thing, staff are due doing a lot of manual work that could be automated. So I’ve worked with an organization, small organization where everything was people powered even though they were paying a lot of money for the technology that they had in house. So change management, user adoption, none of that stuff was actually being taken care of. Um Your technology budget can grow dramatically year over year and no one really knows what you’re paying for everything, waste of money, waste of time. Uh You can also have turnover on your team if they feel like they’re um their pain points or their ideas for improvement are not being heard, they will leave and then you’ll need to start all over again. So it usually hits, there’s a, there’s a plan problem. You don’t have a plan for how you’re going to use all this stuff together. There’s a people problem, your folks are not trained properly or don’t have the right skills to be successful using this stuff, platforms, maybe you’re not in the right system or there’s a big gap or a business process problem. So a governance group small and scrappy meet once a month and kind of do updates with each other. Hey, here’s what we’re working on in our area of the text. We’re

[00:10:04.66] spk_1:
gonna, we’re gonna get to the technology, to your T G technology, technology Governance group, but I just want to see any more, any more symptoms of malfunctioning

[00:10:50.44] spk_2:
large frustration and you might not, you might be confusing your supporters because if they have one platform that they’re using, that looks and feels very different from another platform like I’m a volunteer and donor and the rules are different. Um Depending on which system I’m using. Um You probably are not giving your supporters the seamless experience that all of this stuff that we say we have to have inside our organizations to engage our supporters effectively. Um You’re failing on that promise, you know, you’re paying a lot for something that feels clunky, frustrating lots of manual workarounds. So

[00:11:00.80] spk_1:
a solution is the technology governance can be who should be a part of our T G.

[00:11:32.53] spk_2:
The T G G is an interesting little animal because when you think about another meeting, like I have to be part of another group, I have to go to another meeting. It pre fatigues most of us, right? Like I’m not, not into that so much. But if you pick the main system owners or users, like the person who’s your database manager on the fundraising, somebody from marketing and communications, somebody from finance, you made the point

[00:11:36.59] spk_1:
earlier. This does not have to be a technology

[00:11:38.57] spk_2:
person. No, no, no, no.

[00:11:41.38] spk_1:
You may not even have a tech

[00:11:42.35] spk_2:
person. You probably don’t.

[00:11:44.44] spk_1:
Your, your I T support may be

[00:11:46.35] spk_2:
outsourced or your kid. You know, in some cases, depending on the organization. No, we’re not, we’re not, we’re not past

[00:11:57.47] spk_1:
the server in the dripping, dripping mop closet. Let’s hope.

[00:13:45.46] spk_2:
Let’s hope everybody’s in the cloud and they’re paying attention to security and password management and all that good stuff. But the technology Governance group meets once a month for four months, for an hour a month. And you’ve got to appoint somebody to come up with an agenda so that it’s a real meeting. It’s not just everybody sitting and complaint. I hate this. I’ve asked six times to get a new whatever, what, that’s not the point of this meeting point of this meeting is to talk about what you’re doing in your systems, maybe make some business process decisions. I’m working with an organization right now who is starting to make plans to text their supporters. They’ve got the platform in place, but they don’t have any business rules around it. So the data guy, the communications person and um a couple of other folks are part of this T G G and we just had our April meeting a couple days ago on Monday and the everybody shared updates for a few minutes, got the mic for about 10 minutes and then we spent the second half an hour hammering out what the communication policy was going to be for collecting text cell phone numbers and using them across the organization. So they were really able to say we want to provide the same experience to everybody, whether they’re filling out a survey or making a donation. And here’s how we’re going to set up our system so that they align with our business rules. They had never had a policy before. Never thought about texting organizations. So rather than having that happen in a silo just in communications, you need your data person who is going to make the change that says, you know, here’s my cell phone number and the check box that says, yep, I’m opting in you. Folks can text me that would have probably taken six months to pull off if we had not sat down and talked about it for 25 minutes. As a group,

[00:14:57.76] spk_0:
it’s time for a break. Stop the drop with donor box, the online donation platform. How many possible donors drop off before they finish making the donation on your website? That is tragic. You can stop the drop and break that cycle with donor boxes. Ultimate donation form added to your website in minutes. It’s freaking easy. So easy. When you stop to drop the possible donors become donors four times faster. Checkout easy payment processing, no setup fees, no monthly fees, no contract. You’ll be joining over 40,000 U S nonprofits donor box helping you help others donor box dot org. Now back to technology governance.

[00:15:02.65] spk_1:
Why did you say the group only needs for

[00:15:53.22] spk_2:
four months? Because when you’re first starting out, it feels like a big deal to say we’re going to be every month for the rest of our lives as long as we’re working here. So we’re taking a four month increments, four month increments. Um The other thing is these groups take a little while to gel. Right. You’ve never really talked about this stuff is a group before. Um, what, what gets raised in here, what needs to be, uh, turned into its own initiative with an owner like, hey, Kathy, you’re going to go work with whoever on this texting thing and then report back to the group next month. Um We’ve even had conversations like, um, what do we need from each other on these, um, codependent technology initiative improvements, problem solving stuff like that.

[00:15:56.26] spk_1:
All right, this is all fodder for the agenda, an agenda

[00:16:26.82] spk_2:
has to be an agenda. And you know, my, if I’m running the group for an organization, which I do often in these first couple of months to just like set it up and run it, facilitate these meetings, then I just hand it over to somebody at the organization and they keep running it. Um Do you know the four stages of group dynamics? Four stages of group formation? Okay. So you have forming storming, which is where the second meeting happens and people are like, you’re not letting me do what I wanted to. Then there’s nor ming where you start to settle in. That’s month three performing, you hit at month four where people know what to expect at these meetings. You often

[00:16:46.14] spk_1:
you’ve governed

[00:16:46.93] spk_2:
your technology, you are all done, then

[00:16:49.81] spk_1:
you have to start again with form.

[00:17:49.03] spk_2:
Every time somebody new hits the team, you go through these stages. But that’s another, another interview for something else. But the first four months you’re sort of figuring it out. Your jelling, you’re developing your group rules and the things that are important enough to talk about at these meetings and then send notes around. Somebody takes notes or you record the meeting and send the recordings around and everybody’s responsible for following up on their stuff. So at the end of every T G G meeting, you’ve got a little five minutes where you say, all right, here’s the action items coming out of this meeting. You’re going to do that, you volunteered to do this, you two are going to work together on that. And then the life of the meeting extends outside the meeting and between meetings and kind of gets people rowing the boat in the same direction instead of in a circle, which is what it feels like sometimes,

[00:17:52.03] spk_1:
right? So there’s work between the meetings collaborative like you expect of your committee’s on your, on your board should be right. You know, hopefully your board is not only working one quarter, two hours every quarter. That’s a, that’s a,

[00:18:07.17] spk_2:
that is a low performing board,

[00:18:10.24] spk_1:
right? Yes, that’s exactly responsibility, accountability, of course.

[00:18:16.58] spk_2:
And you’re working together in the in service of helping this technology meet your mission instead of individual teams, you know, kind of elbowing each other out of the way to

[00:18:32.69] spk_1:
anything else about our technology governance group. We

[00:18:35.64] spk_2:
should know it should go longer than four months. So I’ll just say most of the time you

[00:18:40.45] spk_1:
keep wrap it up,

[00:18:47.86] spk_2:
the other benefit to these meetings can be helping you with at budget time because tech is often spread, tech funding is often spread between different business units or cost centers at an organization. And so coming together and talking about what’s going to be in my budget, what’s going to be in your budget. So we need to work on something that benefits both of us whose budget should that go in? Um helps you earmark those funds for when it’s time to work on those projects.

[00:19:16.50] spk_1:
Let’s let’s move to um problem solving methods for for common pain points. So we identified the pain points that they’re more. Don’t hold out on non pop radio listeners like redundancy turnover,

[00:19:32.59] spk_2:
frustration out of control

[00:19:40.71] spk_1:
budget doing the same thing. What is there more? I think

[00:19:46.55] spk_2:
the other one that I think is poor business relationships with your technology vendors. Very

[00:19:53.70] spk_1:
good one. Alright. Frustration talking to

[00:19:57.99] spk_2:
them. Yeah. Not getting good service or not getting your solutions. Would

[00:20:22.51] spk_1:
we, we would probably default and say it’s the vendors problem. It could be, it could be our own, could be our own internal problems because we’re, we’re feeding the vendor six times a day with disparate number one priorities. No hr who told you fundraising was number one hr is number one and who told you that it was accounts payable that person is whacked. It’s hr, so you’re on the phone with me now.

[00:20:29.58] spk_2:
I’m number one now. Yeah. Um, the other way to think about that problem may not be the vendors problem and it might not even be a technology problem. Tony

[00:20:40.77] spk_1:
person. Right.

[00:21:17.03] spk_2:
Because we blame the technology 1st, 2nd and 3rd, the stupid XXX, whatever it is because we don’t have to interact with that thing. I don’t have to go to lunch with that CRM or whatever it happens to be its inanimate. So it’s easy to complain about the whatever but often you peel that back and that’s not the root cause. So if you fix what you think the technology problem is, you have the same problem later and it starts to become this unsolvable problem at your organization. You don’t have the app to take another run at it after the first couple and you just start living with it, which is never a good idea because it’s always going to get accommodation

[00:21:27.35] spk_1:
in your personal life in your technology boundaries, accommodation. These things are

[00:21:32.99] spk_2:
important, the right root cause. That’s right. Alright. So

[00:21:36.12] spk_1:
some, some you have some methods.

[00:21:44.30] spk_2:
Yeah. Yeah. So one of them is the five wise, have you heard

[00:21:46.86] spk_1:
the four stages of group dynamics? I know the seven colors of the rainbow, yellow, green, blue indigo

[00:21:55.21] spk_2:
violet.

[00:22:11.71] spk_1:
Those five crime families in New York? Bonanno, Colombo, Gambino Genovese crime families in New York. I do not know the wise. Okay.

[00:22:15.85] spk_2:
So the five wise are someone makes a statement like a problem.

[00:22:20.73] spk_1:
The three Wise Men Balthazar Melchior and the other

[00:22:25.68] spk_2:
one. Oh, gold Frankincense. And, but I don’t know who brought what

[00:22:34.06] spk_1:
Balthazar Melchior. See, I don’t even know the three Wise Men. Ebenezer. No, that’s, no, that’s the, that’s the Christmas story. Caspar Caspar Balthazar and Melchior. I think I’m pretty sure that

[00:22:46.85] spk_2:
I

[00:22:56.27] spk_1:
interrupted, rudely interrupt the guests. I know something else. I think of something else. I know so few things that I know. I have to shout them out whenever I get an opportunity. Alright, I’m sorry, the five wives,

[00:24:06.79] spk_2:
five wives of root problem identification. So somebody might say this email tool is terrible. I can’t segment my audiences like I can’t send to donors and non donors. It’s a pain in the neck to do that. Can’t do with stupid email tool. Why can’t you do? That is the first way and someone might answer that question. Well, um I can’t do it because we’re collect, we’re getting data from other places and putting it into the email tool. And so we’re not collecting that information over here. All right. So it’s not an email problem. It’s actually a data problem and it’s tagging, right? Like donor Tony’s donor, Maureen’s a non donor. There’s no easy way in your database to pull those audiences out and make sure that they get the right message. So that is probably a business process problem, not necessarily a technology problem. So that was a simple little example of one of those problem solving techniques

[00:24:09.43] spk_1:
that why was, why can’t you, why can’t we do this?

[00:24:12.69] spk_2:
Why can’t we do this? Well, I don’t get the data in the way that I need. Why don’t you get the data in the way that you need because we collected over here. Well, why do you collected over there? So yes, five wise people get annoyed. First two wives are easy as you go through wise 34 and five people get annoyed because they really have to dig deep and think about it.

[00:24:38.20] spk_1:
Okay. We can have the we could have the play on the five wise, the wise, wise, wise, wise, wise, wise, wise guys or the five wise

[00:24:53.50] spk_2:
problem solving. Another problem solving method

[00:24:57.75] spk_1:
method. You’re asking these questions internally, you’re asking these five questions. Okay.

[00:25:22.96] spk_2:
And literally sitting with it um in your technology governance, in your governance group or in a little spin off. Yeah, everybody’s got technology gripes and pain points and wishes that it was different or easier. They want the easy just today the Q R code to open my hotel room door did not work on my phone. So yes, I am right there with

[00:25:30.96] spk_1:
you. I still go for the, I still go for the cards. You so you go this

[00:25:35.82] spk_2:
time. But guess what? I had to go to the desk and get a card.

[00:25:40.32] spk_1:
I haven’t, I’ve never, I’ve never tried opening the, just give me a card, boarding

[00:25:46.67] spk_2:
passes, print the boarding pass and have it on my phone

[00:25:50.90] spk_1:
for the,

[00:25:52.50] spk_2:
everybody’s got their lines that they

[00:25:55.11] spk_1:
won’t do the hotel room because I don’t want to be tired

[00:25:57.83] spk_2:
and not able to get in and, you

[00:26:10.63] spk_1:
know, looking for my nap and then I gotta go downstairs again. Talk about first world problems. I have to go down to the lobby again. You’re more trusting on the hotel front.

[00:26:15.34] spk_2:
This time. I tried it. That would be the Hyatt Regency across.

[00:26:26.05] spk_1:
Can you stay on track?

[00:26:32.03] spk_2:
Apparently not. Apparently not. So that was one problem solving technique. What’s the problem and why are we having the problem so that you’re fixing the right thing,

[00:26:43.75] spk_1:
fixing the right past

[00:27:57.30] spk_2:
that one. So another um another common situation is uh people get frustrated because the technology doesn’t work. I don’t know how to do this or it’s too hard to do a thing. Um That’s usually a training issue, right? Like someone got hired, they gotta log in and thoughts and prayers. Here you go, you’re young, you can figure it out. You gotta people. If you take nothing away from this interview, please, please, please budget for training and support. Um Everybody needs it. Some of us are more naturally agile when it comes to technology. Others, not so much but the way you get a return on your investment of the state stuff that you’re buying and using is if your team is empowered to use it well, efficiently, effectively. And when we figure it out on our own, we usually don’t figure out the easy and effective way to do it. We sort of stab our way through it. I made it work that’s fine. So empowering your staff to be competent and confident in the systems that they’re using to do their jobs. Um, staff morale goes up. You’re spending way less time fighting the technology and more time using it. So, a common problem is this thing isn’t working for me or I can’t figure it out. So pay for some training. That would be. So,

[00:28:12.46] spk_1:
which is, which, why, why is this? Why can’t I do this?

[00:28:17.40] spk_2:
Why does, why is this so

[00:28:19.15] spk_1:
hard? Why doesn’t it work? Why doesn’t this work for me?

[00:30:06.95] spk_0:
It’s time for Tony’s take two non profit radio is listed on nonprofit news feeds. List of the great non profit podcasts. And if they numbered the list, we’d be number one, we’re top of their list. In fact, I believe their list is misnamed. It ought to be the great non profit podcast plus a couple others, but very great. Right. We’re at the top of the list. Very thankful, very grateful to non profit news feed. Thank you very much for the recognition and I would be remiss if I didn’t. Thank you, our listeners. You help us get the recognition. You keep the show. You know, it’s not always. Number one nonprofit radio has been on lots of lists where it’s like number 14 out of 12. Um, you know, we’ve been down, we’ve been down on some list but doesn’t matter, you know, the ranking doesn’t really matter. Although if I was gonna do one I would do it. Alphabetical. I think I’d do alphabetical with nonprofit radio at the top. Of course, because the alphabet is going to start with the end and then, and then it reverts back to a etcetera. The boring way. That would be, that would be my list. So thankful to non profit news feed and I’m thankful to you are dear listeners. Thank you very much for helping us get the recognition. It really is gratifying to be on any list of non profit podcasts. But, but I mean, if you could be at the top of the great one, you know, you may as well and that is Tony’s take two. We’ve got boo koo, but loads more time for technology governance with the very un boring Maureen will be off

[00:31:37.87] spk_2:
another problem solving technique that is uh really easy is to map your ecosystem, like use power point or video or Miro or some white boarding tool. Zoom has a white board tool and literally make bubbles of all of the things that you have make a circle. My website is purple over here and my day databases over there and lay out what you have. Like most of the time, collectively, nobody really knows all the stuff that you have and the stuff that you’re using and what’s working and what isn’t. So figuring that piece out and having that map, that changes when we swap email tools or we change our volunteer system or a finance system, um, making that map be accurate will also help you pinpoint where the problems are really coming from. Uh blah, blah, blah. I hate our website but whatever, like it doesn’t work on a phone. Maybe that’s a problem who should be working together on fixing that problem? Is it really a problem or is it just a problem for somebody who’s using a Windows phone, you know, from 2015. So taking the time to have those collaborative conversations is also really, really helpful once you’ve got it all written out. Um And you can then, you know, we do have six email tools or three people have canvas accounts. We should probably consolidate that stuff. And

[00:31:56.98] spk_1:
what is this uh consolidated under what? Why, which, what, why are we

[00:32:06.51] spk_2:
talking? It’s uh it’s have as small a footprint as you can get away with. Just, just because you think you need something, people can sneak tools in without telling anybody, you know, like somebody inside a fundraising team goes a little rogue and says we’re going to add something new. Nobody else knows about it and you’re not getting the benefit of having that thing used to its fullest extent because tech is expensive and it’s kind of frustrating.

[00:32:31.66] spk_1:
Doesn’t have to start with. No,

[00:32:35.14] spk_2:
no. The five wise we was one of the problem solving techniques. The five wise is one of the problems solving

[00:32:39.88] spk_1:
techniques. So aren’t we on the five wise, we only did two of

[00:33:04.70] spk_2:
the five wise is a thing all unto itself. So the five wise helps you identify the root cause of your problems so you can fix the right thing. These are other symptoms with problem solving ideas for teams to use. If they’ve got people who say this is too hard for me to use. Why is this so hard? Not everything maps back to why you need to Google the five wise after this.

[00:33:15.49] spk_1:
In other words, you don’t

[00:33:16.50] spk_2:
know. I do know, but I think we’ve mixed them up a little bit. We’ve mixed our metaphor slightly.

[00:33:23.11] spk_1:
I guess you want to blame it on a lackluster host. No,

[00:33:25.66] spk_2:
never, never the

[00:33:27.58] spk_1:
most lust, lust, lust,

[00:33:32.81] spk_2:
lust.

[00:33:34.67] spk_1:
Alright. So, alright, so don’t look for everything to start with A Y like I was all right. We are on number four though now. So we finished mapping, we finished mapping looking where we have redundancies. People snuck shit in should not have your technology governance group advised you not to do that correct. We told you now your rogue rogue and do we boot you off or do we try to keep you in the group and remediate, you always

[00:34:04.63] spk_2:
get you to come along to the group dynamics. Please stick around and be one of us.

[00:34:14.92] spk_1:
Yeah, you’re better off on the inside.

[00:34:34.95] spk_2:
That’s right. That’s right. And then the last technique for the second to last is what I call a no filter, pain point activity. And what that means is you grab your team and if it’s virtual there, if you come to the session tomorrow, I do have in the collaborative document because it’s not possible. So if you want to make an Excel spreadsheet, it’s a no filter pain point worksheet

[00:34:55.07] spk_1:
and not on the website. It is.

[00:34:59.04] spk_2:
Yes, it’s under free resources.

[00:35:00.91] spk_1:
So, what’s your site?

[00:35:03.22] spk_2:
Meet Maureen dot com? Oh,

[00:35:05.17] spk_1:
that’s clever. I liked it from last year. I remember that Maureen dot com. Click free resources,

[00:35:10.61] spk_2:
resources in the top navigation. You will find this worksheet

[00:35:14.04] spk_1:
there. Okay. Now, let us know what the worksheet

[00:35:17.06] spk_2:
is.

[00:35:18.89] spk_1:
So much stuff, so

[00:35:35.09] spk_2:
much stuff. Um The no filter pain point worksheet is a place. It’s sort of a meeting and a worksheet all in one. So you grab your team and you dedicate 90 minutes and everybody is allowed and encouraged to list everything about your technology that bugs them

[00:35:44.20] spk_1:
even

[00:36:39.15] spk_2:
if, even if they’ve mentioned it 60 times and nobody did a damn thing about it. Even if um it’s from a new staff person who has fresh eyes and is looking at some wacky thing that you’re doing to work around some technology problem. And they’re like, is there a better way to do this? So everybody gets a chance to list out their stuff and then you organize it into those four P categories. Is this a plan problem? Is it a platform problem? A people problem or a business process problem? So that also helps you get to the root cause these meetings are super helpful. They’re cathartic number one, because people can unburden themselves of like I really hate this X Y or Z thing. You also start to talk about things like maybe tony hates this product, but Amy loves it. You might want to match up Amy and tony so that Amy can help tony figure out, you know, to get beyond the things that are frustrating or friction for you. So it’s a good way to kind of get allies there. If everybody’s like we hate this thing, then you can make plans to replace

[00:37:03.24] spk_1:
it from the bottom up. Yeah. Uh I’m thinking of a verb for change. We can advocate for change. Advocate. Advocate is the noun advocated. So from the bottom up to try to

[00:37:22.15] spk_2:
make change, that’s right because often the leaders that your organization to have allies. Yeah, often the leaders of your organization sort of, you know, that things are a problem but they don’t use these systems every day or even often at all. They’ve got an assistant who’s pulling reports or, you know, giving them the information,

[00:37:32.31] spk_1:
especially if it’s the God fly, the perennial tech whiner coming, you know, that that person needs, needs allies.

[00:38:20.97] spk_2:
They do and they need to feel heard and then you sort of prioritize stuff, you’re not going to get to all of it. Another way to break the pain point. Worksheet results down is what are issues, things that are problems and what our opportunities we want to grow. Our monthly giving program. Our current system makes us manually run our supporter credit cards every single month. I don’t want to grow my monthly giving program. If it means I’m going to have to hire somebody else to start to run these credit cards. So what are we going to do about our technology so that we can grow without it turning into a problem for our team? Yeah, issues and opportunities another way and you just pick, you keep that list as a parking lot. You can add new stuff as it bubbles up or appears and you just methodically work your way through those things. Instead of being an individual experience of a problem, you’ve kind of made it an organizational list of things that need to be addressed.

[00:38:44.22] spk_1:
I always bristled at the parking lot metaphor. It’s childish. It’s Q, it’s Q, it’s a, it’s a, it’s a wait list. You know, we’re gonna put your, your ideas. Plus I heard it said one

[00:38:58.84] spk_0:
since

[00:39:23.47] spk_1:
some training, I think I may have to go back to when I, when I was a miserable employee years ago, decades ago. And yeah, we were in some training and some, some facilitated. Well, that’s not quite on point. Let’s put your very good idea into the parking lot. And he was talking, he was talking to, what was a guy talking to a woman? Like he should have patted her on the head. It was so condescending, so condescending. He may as well have patted her on the head. I didn’t mean he should have, he may as well have just. The parking lot

[00:39:36.17] spk_2:
was supposed

[00:39:36.46] spk_1:
to be so proud. Look. I made the sticky, that’s over the window that nobody can see because the light’s coming

[00:39:43.46] spk_2:
through.

[00:39:44.00] spk_1:
Yeah. In the closet. I made the sticky on the back side of the closet door. My parking lot,

[00:39:49.78] spk_2:
a lower priority list.

[00:39:52.88] spk_1:
It’s just, it’s a, it’s a list of priorities.

[00:39:55.70] spk_2:
I’m gonna start using Q or waitlist. You’ve changed my mind.

[00:40:01.70] spk_1:
I don’t know. It seems like a very pedantic

[00:40:04.57] spk_2:
metaphor. It is. People get it. But I understand that the connotation that it can have. I told you,

[00:40:11.87] spk_1:
I don’t know. It seems like a child’s game.

[00:40:16.55] spk_2:
All right, you’re playing candy land and you kind of get stuck in the parking,

[00:40:25.53] spk_1:
remember? Candy land? Yeah. Right. Exactly. A parking lot. Or, or, or, yeah, or, or it’s like being in jail for monopoly

[00:40:28.84] spk_2:
or in the sand trap. If you

[00:40:30.42] spk_1:
golf golfer. Let’s not go too far with sports,

[00:40:34.20] spk_2:
not my

[00:40:35.19] spk_1:
metaphors sand trap is golf. Golf, golf, golf. I think we have one more. Y one more of the five wise which don’t all start with a

[00:40:46.46] spk_2:
complete misnomer. Yeah, I

[00:40:48.89] spk_1:
wouldn’t put it in the parking lot, but it’s just misnamed. We have one more,

[00:40:54.76] spk_2:
one more which is decided you’re going to focus on internal problems or external technology problems, things that affect your supporters, your subscribers, your volunteers, your donors or your internal process

[00:41:08.38] spk_1:
accounts, payable sources.

[00:41:23.99] spk_2:
Right. Right. So that’s the other way to kind of tackle these things. Usually, it’s a little of both. It’s a little of both. It’s very tempting to do either or it’s very tempting to be internally focused or completely externally focused at the expense of

[00:41:29.03] spk_1:
your ignore us. We need to help our supporters, our fundraisers, fundraisers are volunteers or donors

[00:41:37.77] spk_2:
on my back

[00:41:40.85] spk_1:
in the parking lot and

[00:42:22.45] spk_2:
we don’t want to lose value people. So a bit of a balance is good and, and take small bites. That would be my, my other guidance here is when you’ve laid it all out there and you can see it like in all its gross glory, all the things that you’re struggling with, you can either feel very pre fatigued like we’re never going to work our way through these things or we got to do them all. Like right now now that we know what they are just take small bites, be realistic. Figure out how much time your tech governance team, your T G G can spend on this stuff. Be realistic in your deadlines and expectations if people can go fast and it’s possible to go fast, let them but always be honest with yourselves about what you have capacity to do. Otherwise this will just be another governance group or another initiative that is too frustrating and

[00:42:37.86] spk_1:
nothing ever happens. Talk about another example, very big on preventing fatigue. I am not keeping track.

[00:43:50.14] spk_2:
Yeah, I think our nonprofits and generally people are at capacity, kind of tired running on fumes. A lot asked to do more with less um in our small to mid sized nonprofits, that’s really hard. You know, like they don’t have the budgetary shock absorbers that a larger organization might have to toss another consultant added or by another thing or throw money at a problem to fix it. Small to midsize guys got to be scrappy. They’re all spread really thin. Um And so I just want to make sure that people are not using magical thinking when they’re trying to fix their technology. It’s very tempting to do that. Um If you think you’ve got a technology problem and your first impulse is to switch it with something else, stop do those five wise, find out what’s really going on because you might move, spent all that time and money moving into something new and you still have the same problem and that’s, that’s not great. That’s not a good thing. I like people to be happy and optimistic at work. I feel like they’re set up for success to the best extent possible and that they are going to work together to solve problems. That’s kind of what nonprofits do and

[00:44:12.91] spk_1:
technology’s role is to support that,

[00:44:16.23] spk_2:
make it easier.

[00:44:17.24] spk_1:
Yet another support.

[00:44:19.63] spk_2:
Often it is something that is, does not provide good feelings. Yeah. Like my key card, like my Q R code this morning.

[00:44:47.86] spk_1:
Exactly. Right. I would love to get your, we only have a couple minutes left. I’m going to ask you to be brief on this. I can Artificial intelligence, chatbots, chat, GPT there. The, here they, I see. I’m not, I’m not stopping it, but I, I see more, I see more risks than then benefits. I don’t know, maybe it’s maybe at 61. This is the technology that I’m going to be the Luddite around. But what’s your, what’s your take? I don’t, I don’t want to prejudice your, your strong, strong willed person. You’re not gonna be prejudiced by my opinion.

[00:45:11.86] spk_2:
Um, I think that it’s not going away. So I think, uh, people like us who are, you know, hesitant, worried, um, concerned should get to know it and then decide for ourselves where it is beneficial and where it is not in our own work lives, our personal lives because it’s common is here now.

[00:45:27.94] spk_1:
Talking about boundaries, then get acquainted with it. Yeah,

[00:45:34.17] spk_2:
I know thy enemy, you know what I mean? Or know what I’m worried from the outside. Let me find out what I really should be worried about by playing with this thing or interacting with it. Um, I can tell you that I’ve got some organizations who are using it to write fundraising appeals in 30 seconds.

[00:45:50.44] spk_1:
Right. They use it as the first draft and then they modify, they put their own tone to

[00:45:56.35] spk_2:
it. So it can’t, you know, we’ve all been faced with that blank piece of paper. I know

[00:46:24.34] spk_1:
my concern is what my concern is. That that’s the most creative thing that a fundraiser that you take your example can do is be faced with a blank screen and create from that blankness versus seeding that most creative task to the artificial intelligence and then you reducing yourself to copy

[00:46:25.04] spk_2:
editor,

[00:46:53.10] spk_1:
copy editor. I’m not diminishing copy editors in the audience, the two or three of you and that may be listening, but it’s not as creative a task as working from, from nothing and creating something. So and then so that leads to my concern. Do we become less creative? Does that mean we become dumber on an individual level? On a community level? On a on a world level? Is it a dumbing down because it’s a seeding of the most creative work that I think we can produce?

[00:47:22.12] spk_2:
I hear you and I do agree with you to a certain extent. I also think if your Annual Giving manager is spending hours writing appeals when they could be stewarding a major donor prospect or doing some relationship building or mentoring a new staff person. If they don’t have time to do all that stuff, it might make sense to offload some things. Not that you’re going to use them just as is, but give yourself a bit of a starting point

[00:47:33.92] spk_1:
or use them sometimes

[00:47:36.01] spk_2:
but not rely on them all the time. Right?

[00:47:40.30] spk_1:
We’ve got to leave it there. Maureen. Brilliant.

[00:47:42.05] spk_2:
Always wonderful

[00:47:46.01] spk_1:
in Portland, Oregon

[00:47:50.01] spk_2:
24 24. Tony. Thank you.

[00:48:07.59] spk_1:
My pleasure, Maureen will be off non profit digital strategist and technology coach at the nonprofit Accidental Techie with Maureen will be off meet Maureen dot com. So smart. I love that meet Maureen dot com. Thank you for, thank, thank you,

[00:48:11.05] spk_2:
my

[00:48:11.57] spk_1:
pleasure to and thank you for being with our coverage of 23 N T C the nonprofit technology conference 2023 where we are sponsored by Heller consulting technology strategy and implementation for nonprofits

[00:49:17.65] spk_0:
next week. Best and worst of non profit newsletters and digital self care and healing. If you missed any part of this week’s show, you know what I beseech, you find it at tony-martignetti dot com. We’re sponsored by Donor Box with intuitive fundraising software from donor box. Your donors give four times faster helping you help others donor box dot org. Our creative producer is Claire Meyerhoff. The shows social media is by Susan Chavez Marc Silverman is our web guy and this music is by Scott Stein. Thank you for that affirmation. Scotty B with me next week for nonprofit radio, big nonprofit ideas for the other 95% go out and be great.