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Nonprofit Radio for June 6, 2022: Responding To Microaggressions & Discrimination

 

Dan Berstein: Responding To Microaggressions & Discrimination

Resuming our #22NTC coverage, Dan Berstein helps you identify these situations, decide whether and how to speak up, and mitigate your own potential biases and accept feedback. He has mental health resources for you at bit.ly/mhskills and bit.ly/TMHDashboard. Dan is from MH Mediate.

 

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[00:01:52.84] spk_0:
mm hmm. Hello and welcome to tony-martignetti non profit radio Big nonprofit 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 an echo Griffo sis if you clawed me with the idea that you missed this week’s show, responding to microaggressions and discrimination, Resuming our 22 NTC coverage dan Burstein helps you identify these situations, decide whether and how to speak up and mitigate your own potential biases and accept feedback. He has mental health resources for you dan is from Mh mediate Antonis take two tips for Israel. We’re sponsored by turn to communications pr and content for nonprofits. Your story is their mission turn hyphen two dot C. O. And by 4th dimension Technologies IT Infra in a box. The affordable tech solution for nonprofits tony-dot-M.A.-slash-Pursuant D Just like three D but they go one dimension deeper here is responding to microaggressions and discrimination. Welcome to tony-martignetti non profit radio coverage of 22 N. T. C. The 2022 nonprofit technology conference. I’m joined now by dan Burstein. He is founder and mediator at M. H. Mediate dan Welcome back to nonprofit radio

[00:01:55.74] spk_1:
thank you for having me again.

[00:01:57.36] spk_0:
My pleasure. The 21 NTC brought us together, I believe it was it last I believe it was last year,

[00:02:03.14] spk_1:
yep, that’s right last

[00:02:17.44] spk_0:
year. Alright glad to have you back your session this year is tools to help a leader respond to microaggressions and discrimination. Uh now your work is in the is in the mental mental health mental illness

[00:02:48.54] spk_1:
space. Yes, so, you know, my work is focused on helping people have better communication about mental health and that’s what we talked about last year was how to have those kinds of conversations, especially during the pandemic and remotely. Um and one of the issues that comes up a lot is there’s stigma related to mental illness and it comes out with microaggressions and discrimination. So that’s why this year’s topic was tools that can help any leader, you know, notice and respond to these kinds of incidents of microaggressions and discrimination which aren’t just in mental health. They happen across the board. All kinds of different kinds of identities um can be hurt through discrimination and microaggressions. But my focus area has always been um you know, conflict resolution and mental health.

[00:03:14.54] spk_0:
Cool, Alright, so your examples come from that community, but the lessons apply broadly across identities.

[00:03:17.18] spk_1:
That’s right,

[00:03:17.96] spk_0:
okay, let’s let’s define microaggressions and discrimination, let’s start microaggressions, let’s make sure everybody understands what we’re talking about.

[00:06:35.14] spk_1:
So, so a microaggression, uh it can be a number of different things, but basically it’s any kind of comment or even a situation that includes an implicit message that some kind of identity group is less than or bad or has some kind of problem associated with it. So basically it’s talking in any kind of way that um endorses stereotypes or stigmas um and so I’ll give you an example with mental illness. Uh So I myself I have bipolar disorder and I include that often in my professional bio and in my work, and one time I told a colleague that um you know, I have bipolar disorder and he said, oh, really, Oh wow, you’re doing so well. And he said it like that, which was, you know, it sounds positive. A lot of microaggressions sound positive, and actually the message implied is, oh, I wouldn’t expect someone with bipolar disorder to present very well, and so it actually comes across as kind of negative in the meaning um even though it was a friend who meant to be supportive, um the stereotype gets embedded in the message. So a lot of times microaggressions, people think they’re being very nice and they are trying to be nice, but their their beliefs that um in this case that mental illness is something so damaging and debilitating, you wouldn’t expect someone to do well and and with with it um it gets embedded in and what they’re saying. And so there’s a lot of different kinds of microaggressions that um can come out and in in these different kinds of ways, but it’s a it’s an interesting thing. Another, another form of it is um, oh, you know, um you know, everybody, everybody has depression, you know, everybody has bad days and that would be considered what’s called a micro and validation where, you know, they they’re not taking it seriously when you tell them that you have a mental health condition. So it can go in a lot of different directions. There’s a lot of different kinds of messaging. Um and there’s actual academic literature reviews that catalog so many different ways. Um those kinds of messages could be in there, but basically the messages that are commonly unfortunately and inappropriately associated with mental illness are maybe this person is dangerous, Maybe this person doesn’t really have a serious problem and they’re making more out of it than it is, Maybe this person is inferior. Um Maybe I’m gonna treat this person like an infant or like they need my help. Um you know, so these are the kinds of messages that come out where, you know, even saying things like, oh, do you need some help or do you want some help with that? That can be seen as um you know, huge micro aggression in the world of disabilities where um if people, you know, mental illness is considered an invisible disability, but a lot of people have visible no noticeable disabilities and and being constantly offered assistance can be considered seen as a microaggression as well. So there’s there’s a whole literature on it and um it’s a it’s a difficult thing to handle because people often mean, well when they’re doing it and and it happens all the time in day to day life.

[00:06:49.54] spk_0:
Yeah, I’m thinking of the uh example of, you know, saying to someone who’s a person of color, you know, you’re so articulate or you’re you know, you’re so well read or something you wouldn’t expect

[00:06:55.18] spk_1:
and yeah,

[00:06:57.34] spk_0:
what you’re gonna say.

[00:07:53.34] spk_1:
Um and so one of the tools that I’ve shared when I do the workshop about microaggressions is a guide by kevin Nadal. Um that says um how do you handle a microaggression? And the first question is, did this happen? You ask did this, do I think this is a microaggression? Because you know, some of these things can be ambiguous enough that you have to ask yourself like, well, what’s going on here? And then then there’s the question of like, well should I respond? Because if I do um it could be a huge nightmare for me that this person’s gonna get so offended that I point out that they did the microaggression. And if I don’t then um I might get mistreated forever. So it’s, you know, it’s a really tricky world we live in with microaggressions because it can be so subtle and so understated. Um although certainly if it happens a lot and there’s a significant pattern of the men, it can become a hostile work environment situation. Um, you know, as well. So it’s a very tricky tricky confusing world when we talk about microaggressions.

[00:08:38.34] spk_0:
Yeah, I’m seeing this. You know, your your your session is two tools to help a leader respond to microaggressions and discrimination, I’m seeing difficulty just in the identification. Yeah. So if if the um if the if the person who this is who this is aimed at doesn’t doesn’t speak up, doesn’t call it out either on you know, in the moment, which is as you described, you know, which can be very difficult or later. You know, maybe privately to the to the to a to a leader. How is a leader to identify? How can you be so sensitive how how Yeah, that makes it wait. I’m the way I said it makes it sound like it’s impossible. How can we increase sensitivity to help leaders identify these microaggressions?

[00:11:19.74] spk_1:
Well. So so first I I need to flag the difference between microaggressions and discrimination. Okay, microaggression is sort of like evidence of an attitude, evidence of stigma that maybe there are stereotypes of an attitude. Whereas discrimination which we’ll talk about in a moment is an action. So it’s much easier to respond to discrimination because that’s where something actually is done and the person is treated differently versus the mere expression of the microaggression itself, which is much more confusing and complicated. And so it is it is tricky. And The main message that comes out of the workshop that we did at N 10 um is you know, be aware that this is going on, be sensitive, be ready. Um instead of being defensive to hear what someone’s attitude is when they say when they do bring it up and be understanding that it’s not easy to bring it up sort of like when we think about the, you know, the Me Too movement and sexual harassment. Um that every one person who complains there’s a lot who don’t because it’s so fraud. So having some empathy to understand that when someone does come in and they are complaining about something that they experienced as a microaggression. That’s hard. So the guide I mentioned. So it makes it very clear like it’s tricky to speak up because you don’t know if you, if you even can prove it happened and then you don’t know um you know how people will react if it’ll affect your relationships with your friends or your co workers or whoever. And so it is fraught to even bring it up. So the big message from microaggressions is just be receptive to people’s feedback, Be understanding that this happens and and do your best to have empathy for what it means when someone does come forward and and creating a culture where people are less defensive and more open minded about changing how they communicate on a regular basis. Um, you know, one of one of the projects that I have is called the Mental Health Safe project. And it’s about giving people tools to respond to microaggressions and discrimination. And one of the things that we’re working on is developing a stigma mediation program where people can come and talk these kinds of things out without it being punitive just so that way they can sort of work through some of the um stress of handling, you know, these microaggressions because it’s it’s confusing, right? The example I gave you this is a friend of mine who was trying to be supportive and said something that was very hurtful and that you know me being open with the bipolar disorder, I get that all the time and I know that no one’s trying to hurt me. So the question is, okay, well how do I, you know, how do I help them not do this again without making them feel really bad about themselves, You know? Um so it’s it’s a micro aggressions can be the trickiest issue. Then there’s also the discrimination stuff which we can talk about, which is a little less tricky.

[00:11:35.74] spk_0:
Right? Easy, easy too easy to identify.

[00:11:38.51] spk_1:
Still very tricky though. I’ll tell you some stories, it’s still very tricky, but it’s just like clear.

[00:11:45.04] spk_0:
There are also laws around discrimination that helped

[00:11:48.94] spk_1:
they help, but they’re not perfect and there’s still a lot of problems, you know? Um so I’ll talk about that. I mean if you want to transition we can I can talk about that right now.

[00:12:53.74] spk_0:
It’s time for a break. Turn to communications. They’ll develop your media strategy. What’s that all about that is identifying your core messages, defining the channels the outlets, where those messages ought to be heard, who are the people who should be hearing your messages, who need to hear your messages doing the legwork to approach those outlets and as you are closing opportunities, crafting your message is appropriately to the audience that you uh you close the opportunity with. That’s a media strategy. Turn to communications can do it for you turn hyphen two dot c. O. Now back to responding to microaggressions and discrimination. I hear empathy. It sounds like empathy goes a long way. You know, when when someone is bringing this to a

[00:13:00.25] spk_1:
leader,

[00:13:26.14] spk_0:
you know, understanding what it takes for the person to have done so to have the have the courage fortitude to open the door. You know, to I mean the door got opened by the by the person who committed it. But to to bring it up as an issue is it takes a lot. Thanks a lot. Alright, so what’s the, like, what’s the next step for a leader? Now? We’re talking about tools to help leaders.

[00:13:31.24] spk_1:
What

[00:13:41.24] spk_0:
do you do when someone does bring this to you? Hopefully you’ve treated the person with that empathy and respect what should a leader do next?

[00:16:16.14] spk_1:
So, I mean, my advice would be um outside outside this program to use the guide that I reference, but you can get at bit dot li slash mh skills is the U. R. L. That I have of resources and you can look at that in more depth. But basically this guide, we’ll walk you through number one. If you think you’ve experienced a microaggression, how to think about what to do to handle it and talk about it. And on the flip side, if someone says, I think you’ve um done a micro aggression towards me, uh it walks you through what to do. Um and then, you know, when we’re talking about in a leader perspective, it’s like, okay, so let’s be aware of microaggressions happen, let’s be, let’s be ready with these resources. Let’s have empathy when someone comes to us. And then let’s also have perspective about, you know what it what it means because we live in a world where everybody has stereotypes and biases all the time. We want to all keep growing, but we have to keep it in perspective. You know, was this microaggression part of some kind of deliberate bullying campaign, in which case you respond differently than if it was a one off comment. Um was it associated with some kind of adverse employment action? Right? Was it, you know, it’s someone being excluded from? Um important conversations at work and they also are saying, I think it’s because of um my identity, I think it’s because this person doesn’t treat me the same because I have a mental illness. So they’re not giving me the same kind of projects or they’re not um giving me the same kind of feedback that’s different than just having the microaggression. So I’m not trying to trivialize the microaggression, but when you’re a leader micro aggressions are happening constantly all the time. Um and and so it really um depends what it is if the person is well intentioned or not, if it’s a pervasive pattern of, you know, bullying type conduct at the workplace or if it’s, you know, you know, a one off event, um if it is associated with some kind of, you know, actual different treatment in the workplace or if it’s just a comment that by itself is still a problem, you know, it’s still a problem to have a loose comment, but um it may not be connected with saying, well, you know, I I I have this micro aggression towards dan’s mental illness, that’s why we don’t put down on any of the tough projects, you know, that that would be um you know, a much more discriminatory act, that would be disparate treatment. Um and so, so it’s important to look at sort of the whole spectrum of when does something go past being a one off microaggression comment to uh, you know, mean one to them bullying and then to like different treatment in the workplace

[00:16:22.34] spk_0:
perspective is

[00:16:23.11] spk_1:
important. All

[00:16:27.44] spk_0:
right, context, context. Uh is there another example you can share

[00:16:29.76] spk_1:
of micro,

[00:16:31.58] spk_0:
a micro aggression? Yeah,

[00:16:33.95] spk_1:
maybe

[00:16:34.80] spk_0:
these are helpful.

[00:17:43.44] spk_1:
Sure. So this is this is just in my personal life that I think is interesting us. So I I’ve given awareness presentations in a lot of context over the years. And um I gave a presentation to a school class for a friend of mine and afterwards the friend said, oh, we could tell he has bipolar disorder. The friends that this the students said, oh, we could tell he has bipolar disorder because he got upset whenever we weren’t paying attention. And I said, oh, you know, I was trying to follow your protocols. I had seen the teachers react like that, you know, and have certain like it was a charter school that had this this whole culture and she said, oh no, no, we tell all of our teachers to act like they’re bipolar and that way the students will stay in line. And that wasn’t meant to be an insult, but it certainly was another example. I was giving a presentation for the american Bar Association and someone came up to me and I spoke to them and I mentioned my wife and they said, oh, your wife, she must be a very special person to take you on, you know, So

[00:17:46.14] spk_0:
they’re all bad. That’s egregious.

[00:19:17.44] spk_1:
Yeah, well, I I’m sharing the more egregious ones, but I have a lot of them, you know, there’s a lot of um or there was one time where um I was four months out of having been hospitalized for my illness and I was getting involved with an organization that had a speakers bureau. They said, we only take speakers who are nine months out of the hospital, which by itself I think is actually discrimination. Um, but they said because but because it’s you we want you now and we’d like you to speak. Um, you know, in this program we’re doing for students because it’s so hard to find someone who has a mental illness like you and isn’t very overweight from the medicine. Uh No, I don’t want anyone hearing this to think that you should be afraid of medicine because you become overweight. This was this was a very um, you know, uh ill informed mental health advocate, but that was a very, you know, that that those were compliments, right? That, oh, I’m more articulate than they expected for someone four months out of the hospital and I’m thinner and better looking than that what they expected. But that’s that’s not a good experience to hear those kinds of things. So, these are examples of where people say things that are well meaning and nice. Um, but they’re but they’re not really, they’re not nice ideas inside them that, you know, that that’s what a microaggression is. Is this this presumption, someone with mental illness can’t speak when they’re right out of the hospital. Someone with mental illness is likely debilitated by side effects and overweight. You know, someone with mental illness is a lot to take on why would someone want to marry that person. Um, You know, these are, you know, they come out as compliments, but they’re the premise is ugly.

[00:19:45.14] spk_0:
Um, can we deviate from helping the leader and you’ll be helping the folks who are may be subject to this? How how do you do you know, what’s your advice when when you feel that you’ve you’ve been wrong with with a microaggression?

[00:23:38.94] spk_1:
Um My advice is kind of sad because um you know, I do a lot of work in this area because I want people to have tools, but the reality is, and you’ll see this if you look at the guide I mentioned, um it’s not a good situation to be in when someone makes a microaggression, because first of all, the odds are, it’s a commonly held stereotype, which means if I tried to um counteract it on a regular basis, that’s a big burden for me to assume. Just taking the time out of my day, I’m trying to live my life. I don’t want to have to correct somebody about the microaggression once, let alone all the time. Um and that’s and that’s even with me as a professional who’s doing education, I’d rather focus on what I came to speak about? Not the microaggression. So no matter what, it becomes a huge burden, but then it’s like, well, well, how do I tell my friend, right, my friend who just brought me to give this talk now just said something very insulting. What do I do in response? And it really is a fraught situation. And so my advice first and foremost is similar to the guide is practice self care. So think to yourself, what do you really want out of this situation and what’s actually possible. Um Oftentimes for me what I did in those actual situations is I kind of made little sarcastic jokes because I I’m pretty quick on my feet. Um and and that’s my coping mechanism. So with my friend who said the thing about um, oh we tell our teachers to um to act out their bipolar. I said, well maybe I should come give a talk at your meeting tonight for the district because you know, that’s what I said right after, you know, and I do a little quips like that, but like those quips are not, they don’t really get you anywhere, you know? So, um my I guess my advice is just to to look for support, practice self care, think about what you want. Um I’ve been doing a ton of work this year, especially and addressing not just microaggressions, but published instances of discrimination in my field of mediation. And it’s very painful. People are very defensive. They don’t want to hear it. Um it really has affected my professional relationships because when I point out something that someone wrote that is bigoted towards mental illness, they take personal offense. They don’t want to speak to me. Um so I have reached a point where I have become more assertive, I’ve actually gone back and contacted people from years ago from different events that have happened and said, hey, you know, this, this bothered me and I, you know, because um because now that I’m doing it, um but it’s still hard and it’s still, I I can’t I can’t say it um yield some kind of incredible results. So, um I would say to anyone who’s experiencing this, hang in there, look for for peer support, make a decision yourself of what’s right for you and recognize that, you know, it’s important to take care of yourself, especially because it’s a marathon and not a sprint and this is gonna keep happening. So, um that’s that’s the unfortunate reality is that if you’re living in one of these identity groups, you’re going to be subjected to regular stereotypes that people don’t even realize they’re making. Um and so I’m not saying that makes it okay. But um this workshop gives tools to help you understand your options and and help you um you know, figure out where the lines are, where it’s discrimination, etcetera. But even when it’s discrimination, it’s it’s difficult to make a case, you need evidence to make a case of discrimination if you’re gonna actually hold someone accountable um under the americans with disabilities act a lot of times, judges don’t take mental illnesses as seriously as other disabilities. So even when you get to a point where you’re making a claim, you might, it’s not like I could say you’re gonna have a perfect reaction. Um so um it’s sort of a sad answer, but a realistic one. And um the part that’s better is it’s better than nothing. My answer is better than nothing and that, you know, So that’s what I had for about Over 10 years. I had no I had no options. Now. I’ve done all this research and I can say here’s some here’s some kind of sad options. So.

[00:23:54.54] spk_0:
Alright. No, but it there’s a lot of wisdom I think in, you know, what works for you, figuring out what works for you developing your own coping mechanisms. So, yeah,

[00:23:57.54] spk_1:
on the reality, I’m

[00:23:57.66] spk_0:
stuck with reality, right? And I’m sorry you’re subject to these two. I’m sorry this happens to folks

[00:24:04.74] spk_1:
happens to a lot of people. And a lot of

[00:24:06.94] spk_0:
groups.

[00:24:08.94] spk_1:
Let’s

[00:24:09.20] spk_0:
talk about discrimination. Let’s you’ve you’ve alluded to it a few times.

[00:24:12.85] spk_1:
Let’s let’s let’s

[00:24:16.64] spk_0:
shift their um It’s it’s now distinguished discrimination again, please. I know you did

[00:27:08.34] spk_1:
earlier discrimination discrimination occurs when someone is treated differently based on having that identity group. So a lot of times you’ll hear adverse employment action. So if someone is fired or given a, you know, poorer job assignment or something. Um You know, but there’s a lot of different ways discrimination can manifest and it’s not just employment. Um I’m there’s a lot of different laws to talk about different kinds of discrimination. The law that I’m gonna reference is the americans with disabilities act. The americans with disabilities act protects people who have um all different kinds of disabilities, not just mental illnesses from having discrimination. Um And there’s there’s a few different ways that that discrimination can occur. So one way that it can occur is screening somebody out if you screen someone out based on having um in this case the mental illness or health condition um in my field of mediation and conflict resolution, they actually have things um published that’s that recommend don’t take a case if someone has a mental illness that is not okay. That is discrimination by eligibility criteria. Um And um that is something I’ve been complaining about more recently, but when I when I first trained as a mediator, I was scared because they said don’t take a case if someone has a mental illness. And I thought, oh my, oh my, I just came out of the hospital for bipolar disorder. So um and I kept it a secret before I started being open. But um eligibility criteria is one type of discrimination where you screen someone out related to that. There’s something called undo inquiries or illegal inquiries. And this is, you know, um I think that I think there’s an analog for other groups but with a disability, it’s what if someone’s asking you questions about whether you have a disability, what your disability is, what it’s like for you. Um They’re not allowed to do that. So it’s similar to screening, but it doesn’t have to be related to screening people can’t just start asking you questions about your health conditions. Um And there’s different rules in different situations. Um There’s different timings and employment where some questions are permissible but in general it’s a good rule of thumb to say um you’re not entitled to invade someone’s privacy. So like let’s say you see someone and they have a service dog you can’t just go up to them and say well what’s your disability now that I see you have a service dog. Um And so there’s actual regulations and laws about this. Um And and so that’s the second type of discrimination is you know if someone’s asking questions um about you know the nature and severity they would say of your health condition. Um So we’ve got so we’ve got eligibility criteria. We’ve got the inquiries. We also have just general disparate treatment that’s if you get just treated differently in any way and you and you get and and so it’s not like you’re screened out. It’s not that someone’s asking you questions but someone thinks you have an illness or they or whatever you know whatever it is and they decide to do something different.

[00:29:43.44] spk_0:
It’s time for a break. Fourth dimension technologies their I. T. Solution. It’s I. T. Infra. In a box it’s the I. T. Buffet budget friendly. Like your average cafeteria right and holistic. I’m not sure how whole ism fits into cafeteria. Maybe it’s a cafeteria with with all the meals laid out at the same time. So you can choose from the breakfast or the lunch or the dinner all through the same pass through the cafeteria so there you go. So it is it’s just like an I. T. Buffet so you’re picking the parts of their offerings that you need and that fit your budget and you leave the rest behind. What’s in the buffet? I thi assessment multifactor authentication, other security methods, overall cost analysis help desk and there’s more you choose what’s right for your situation for your budget. Leave the rest behind the I. T. Buffet it’s I. T. Infra in a box. It’s at 4th Dimension Technologies. They’re at tony-dot-M.A.-slash-Pursuant for D. Just like three D. But they go one dimension deeper It’s time for Tony to take two. I’m going to Israel in november. Have you been to Israel do you live there if you live there can I stay with you know that’s no forget that’s okay that’s okay. But what tips do you have? How well if you know the country if you’ve been there if you live there what do you recommend? I’m gonna be spending most of my time in tel Aviv and Jerusalem but not exclusively and I’m pretty mobile I can get around so what ideas do you have? I’d be very interested in places to eat small. I love small. Local non touristed places in terms of food but also sights sights to see. Yeah, I mean of course I can do my own research. I will but if you’re in in in in this this is real insider maybe you can help me out. So if you’ve got ideas I’d be grateful. You can get me at tony at tony-martignetti dot com or the contact page at tony-martignetti dot com. Thanks very much. That is tony steak too. We’ve got just about a butt load more time for responding to microaggressions and discrimination with dan Burstein.

[00:29:54.84] spk_1:
And as you mentioned,

[00:29:55.97] spk_0:
you mentioned not getting uh sophisticated projects

[00:30:52.24] spk_1:
right? Not getting sophisticated projects where you know and people and this happens where you know in a in a mental health case. You know if you if you look at the case law for the A. D. A. This happens where someone comes back from a medical leave where it gets known in the office, they have a health condition and suddenly people just start treating them differently for one reason or another and there’s evidence that people make comments that the person um is too anxious to handle things or you know whatever whatever it is. Um But but but that’s that’s that that is the disparate treatment um type of discrimination. So for if we’re tracking it there’s three so far out of four. So the first is screening. The second is inappropriate questions. The third is disparate treatment. And the fourth which which is special for disabilities is um if someone asks you to make a change because they need an adjustment because of their disability and you don’t do it. That’s another type of discrimination for disability. There’s there’s different.

[00:30:57.63] spk_0:
Yes,

[00:32:00.34] spk_1:
exactly. So that’s a reasonable accommodation and you don’t have to do it depending on if the if it if it would be a financial hardship or if it would fundamentally alter your service or if it would ruin the services for other people, it’s all decided case by case. But in general I’ll give you an example of when I asked for an accommodation when I travel and give workshops, I’ll call the hotels and I’ll say I need you for a disability accommodation. I need you to give me the quietest room you’ve got because I have bipolar disorder in my sleep is necessary to protect my condition. And I you know, and and it’s free, it doesn’t cost you anything. I just need you to block the room. Whatever room you know, is the quietest. And I talked to them about it, put me in that room, that’s my reasonable accommodation. So that’s an example of an adjustment. I had a reasonable accommodation where I said I’m emotionally triggered because we’re talking about discrimination right now I’d like us to meet by email instead of by zoom and and that was a request for an accommodation. So those are some examples where you know, sometimes you know people can make excuses why they wouldn’t do it, but when it’s something free, it’s like why wouldn’t you just do the accommodation. So um but those are those are the four different types of actual things you can look at. Did someone screen someone out? Did they ask an inappropriate question? Did they treat you differently or did they reject a request for a reasonable accommodation? Those would be the ways we look for discrimination.

[00:32:19.84] spk_0:
And what’s your advice for leaders now? We’re trying to tools to help leaders.

[00:35:04.84] spk_1:
Well, my advice with Leader for Leaders is to be really mindful to these things. As red as red line issues where, you know, like, okay, we’re gonna be careful what questions we asked were going to be really careful if we ever do any screening, we’re gonna have practices. So we know we’re acting consistently and we’re not um liable to have this disparate treatment a lot of times what you have is in the workplace or anywhere. People are just doing a lot of ad hoc stuff based on gut feelings instead of having procedures and that’s where bias will start to creep in and people don’t even realize it. Um And so having having some clarity of just being more attentive to trying to be consistent. So you don’t fall into those four traps of discrimination. That’s that’s one piece of advice for leaders. The other is, you know, the same thing, like listen, when someone tells you um I’ve I’ve been in the process of contacting major like law schools and organizations that have actually printed guidance that says um in print that that mediators should treat someone differently when they have a mental illness. And I’ve said you’ve gotta update this, you’ve got to take this down and some people listen. So um one organization changed it right away that they had said to watch out if someone might be violent based on if they have a mental illness, they changed it. But some people get very, very entrenched and um and and and it’s sad there’s a there’s a real bias in our society that’s demonstrated by research that people just don’t notice mental illness discrimination as much as as other groups. What I what I have found is it’s painful because I we’ll try really hard to explain it and show it and have evidence. And even then people, you know, look at me like they’re I don’t know if you’ve seen Westworld, like they’re a Westworld robot. I don’t know if you’ve seen this where the West in the show Westworld, the robots just can’t process things that don’t fit their narrative. Maybe someone listening will understand what I’m saying. Yeah. So it’s just it can be very uh this idea of being open to just noticing these things and addressing them. Um I think it’s the most important thing and and and and the other thing I’ll say to a leader is um these are opportunities to build relationships when these things happen, you know, instead of viewing it as something to be defensive as a liability? It really becomes a liability when you evade it. But if you tackle it head on and just listen to the people for feedback, most of the people who are going to complain about microaggressions and discrimination are so used to being battered by these things that any small gesture that you actually do to listen is gonna be noticed and it’s gonna probably mean a lot. So, you know, that’s, that’s my suggestion. You know, I’m usually not looking for much from people when I bring this up and it’s like very sad to see these walls go up and to watch them get so entrenched and to watch the problems get bigger and bigger and bigger when it could have been a great opportunity to show compassion and understanding and growth that the organization. So, um, you know, that’s my hope is that people will, will take that opportunity

[00:35:25.44] spk_0:
dan. What were some of the questions that you got in this session?

[00:35:46.14] spk_1:
The questions I got in the session? Um, we’re, we’re generally people had specific instances because we did talk a little bit about reasonable accommodations and other kinds of events. Um, and, and people would ask about, um, you know how to how to respond to microaggressions like you asked, but also, you know how to speak up about it. Um, not much different from what we talked about here. Nothing, nothing earth shattering that comes to mind right now.

[00:36:09.13] spk_0:
Okay. Okay. Um is there anything that we haven’t talked about that you want you want folks to know about either microaggressions or or discrimination? Again, we’re trying to help leaders in small and midsize nonprofits.

[00:37:15.53] spk_1:
Yeah. Well what I would say is um I’ll just share some information for leaders. So that way you have it to contact me. So this is my life’s work, this is what I’ve been doing um you know, with all my energy um and so I’m available. So anyone who wants to um contact me can do so easily and ask me questions directly and you can email me at dan at M. H. Mediaite dot com. Um You can get the resources from the session at bit dot li slash mh skills. Um If you’re interested in um seeing more kinds of resources that are out there for handling mental health in the workplace. Um There’s a program called the talking mental health dashboard and you can read about that at fit dot li slash tm h. Dashboard. Um And then a lot of the work that I’ve been doing with microaggressions and discrimination falls under the umbrella of the mental health safe project which is bringing together people to try to have resources for these things. Um And that’s an easy U. R. L. It’s M. H. Safe dot org. So you can go to any of these places and contact me um you know, I’m happy to answer questions anytime. I really um I feel like it’s important that we bring more attention to these issues and have more resources. So um that’s what I would add.

[00:37:30.13] spk_0:
What’s your mediation practice?

[00:38:17.52] spk_1:
My mediation practice um has been mostly families that are um having communication issues um and it’s transitioned more and more from, you know, in terms of the from the direct mediation, I also do a lot of work places um but into into training programs because my big my big goal is um that everybody had these skills as opposed to needing an outside person like need help. Um So I’ve done a lot of these large scale programs that have been grant funded or for organizations um where we set up online resources that are available 24 7. so you know, the next project that I’m doing it was of um is funded by the Ai CDR Foundation and we’re working with um national law enforcement to roll out resources for law enforcement officers to have more empowered interactions about mental health using a lot of the principles of conflict resolution um that go through all of the work I do with my company. So um yeah that’s coming out soon.

[00:38:36.72] spk_0:
Uh we have a drug in jail on nonprofit

[00:38:40.20] spk_1:
radio

[00:38:41.82] spk_0:
Ai CDR.

[00:39:25.32] spk_1:
Oh so a is the american arbitration association I cr is the International Center for dispute resolution. The two of them came together and they have a foundation, the A Ai CDR Foundation and they fund dispute resolution programs And so um I have a program that was funded by them through five different grants called the dispute resolution and mental health initiative. And what we do is we create resources for different communities. We’ve done it for families, for housing providers, for libraries now, for police um where we set them up with these online modular platforms where they can learn the skills they need and have tools they can use um in their regular practice as opposed to it being a one off training. So that way um they have, you know, ongoing access to resources um and in the hopes that they’ll be able to improve these interactions with mental health stakeholders

[00:39:47.32] spk_0:
dan Burstein, founder and mediator at Mh mediate you know how to reach him dan, thank you very much. Thanks for sharing.

[00:39:49.72] spk_1:
Thank you for having me,

[00:41:15.81] spk_0:
my pleasure and thanks to each of you for being with tony-martignetti non profit radio coverage of 22 ntc. Glad to have you with us next week, 22. NTC coverage continues with appealing to younger donors for the great transfer of wealth if you missed any part of this week’s show, I beseech you find it at tony-martignetti dot com. We’re sponsored by turn to Communications pr and content for nonprofits. Your story is their mission turn hyphen two dot c. O And by 4th dimension technologies i Tion for in a box. The affordable tech solution for nonprofits, tony-dot-M.A.-slash-Pursuant D Just like three D. But they go on to mention deeper. 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 Steiner. Be With Me next week for nonprofit radio Big nonprofit ideas for the other 95 go out and be great. Mm hmm. Mhm.

Nonprofit Radio for May 23, 2022: Many Ways To Test Your Digital Fundraising

 

Jeremy Haselwood: Many Ways To Test Your Digital Fundraising
As our #22NTC coverage continues, Jeremy Haselwood walks you through 30 variables you can test throughout your digital fundraising, including your homepage, donation pages, Facebook ads, and more. He’s from Fundraisers Unite.

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[00:00:11.54] spk_0:
mm hmm. Hello

[00:00:12.80] spk_1:
and welcome to tony-martignetti non

[00:00:26.24] spk_0:
Profit radio big nonprofit ideas for the other 95%. I’m your aptly named host of your favorite abdominal podcast. Oh, I’m glad

[00:00:28.04] spk_1:
you’re with me. I’d

[00:00:28.35] spk_0:
suffer the effects of

[00:00:29.56] spk_1:
osteoporosis if

[00:00:35.44] spk_0:
I had to raise my eyebrows to the idea that you missed this week’s show many ways to test your

[00:00:38.94] spk_1:
digital fundraising As our 22 NTC coverage continues,

[00:00:41.82] spk_0:
jeremy hazelwood walks you through lots of

[00:00:44.59] spk_1:
variables you can

[00:00:45.66] spk_0:
test throughout your

[00:00:47.00] spk_1:
digital fundraising,

[00:00:48.43] spk_0:
including your

[00:00:49.12] spk_1:
homepage donation pages, facebook ads and more.

[00:00:54.24] spk_0:
He’s from

[00:00:55.15] spk_1:
fundraisers

[00:00:56.13] spk_0:
unite

[00:00:59.54] spk_1:
On Tony’s take two doubling

[00:00:59.99] spk_0:
down on please share

[00:01:03.84] spk_1:
redux. We’re

[00:01:03.95] spk_0:
sponsored by turn to

[00:01:04.97] spk_1:
communications pr

[00:01:06.57] spk_0:
and content for

[00:01:07.35] spk_1:
nonprofits. Your

[00:01:14.04] spk_0:
story is their mission turn hyphen two dot C o. And by 4th dimension technologies

[00:01:16.94] spk_1:
I

[00:01:17.12] spk_0:
thi infra in a box

[00:01:19.24] spk_1:
the affordable tech solution for

[00:01:21.08] spk_0:
nonprofits.

[00:01:22.54] spk_1:
tony-dot-M.A.-slash-Pursuant four D. Just

[00:01:25.67] spk_0:
like three D.

[00:01:26.67] spk_1:
But they go one dimension deeper.

[00:01:29.64] spk_0:
Here

[00:01:29.88] spk_1:
is many ways to

[00:01:31.61] spk_0:
test your digital

[00:01:32.66] spk_1:
fundraising.

[00:01:35.14] spk_0:
Hello and

[00:01:36.00] spk_1:
welcome to

[00:02:11.54] spk_0:
Tony-Martignetti non profit radio coverage of 22 NTC 2022 nonprofit technology conference hosted by N 10. Those very smart folks who help you use technology as you are doing your mission as you are doing your social change work everyday. They’re helping you leverage technology. My guest now is jeremy hazelwood. He is digital fundraiser, author, trainer and marketer at fundraisers United Jeremy Welcome to nonprofit radio Hey, Tony, thank you for having me here. I’m so excited to be here and talk digital fundraising. Absolutely. That’s what we’re here to do. I’m glad you’re excited Thank you. Alright. I’m glad to see you get excited about digital fundraising man. It’s my passion. So it’s like I wake up and I’m, I’m excited every day because I get to help companies raise money and do more good in the world. So

[00:02:31.26] spk_1:
it took a while to figure

[00:03:16.54] spk_0:
out what it is that gets me up. But that’s, that’s definitely it. This is it. All right. And your session is aptly named 30 ways to test your digital fundraising. You would like to see nonprofits develop a testing plan testing regimen. Yeah, yeah. I think it’s something that’s very underutilized just in my experience working with nonprofit, especially from a digital side. Um, my background is like I worked for agencies that marketing and fundraising agencies that serve nonprofits heavy and direct mail. And my role with them was to really bring digital and make it, um, just a better channel for their clients to raise funds. I noticed they do a lot in testing when it comes to direct mail, but when it came to digital,

[00:03:17.90] spk_1:
it was kind of

[00:04:06.44] spk_0:
bland and one message and I’m like, there’s still so much that we can learn from digital, we can learn it so much more quickly than we can with direct mail. Okay. Um, is there a way that you’ve organized these, these 30 ways. I don’t know if we’ll be able to tick through all 30. Yeah, depending on how much you have to say about them, but we might, you know, we’ll see well organized by like channel um, facebook goal etcetera. Yeah, it’s actually funny. Like the original concept for this session, um, that I pitched to NtC was like 100 ways to test and it was gonna be a 60 minute session. Actually. No, no, that’s not. I have a, I have 100 ways to test within fundraisers unite. But for N TC, I was gonna do like 60 ways to test 60 and 60 minutes and then They’re like, well we only have the 30 minute sessions available. I’m like, let’s do 30 in 30 minutes. Um, 40, There you go. See the math works itself out. But, but for the sake

[00:04:21.13] spk_1:
of like organizing to

[00:04:22.15] spk_0:
your point. Um,

[00:04:23.16] spk_1:
I did, I focused

[00:04:24.42] spk_0:
on some specific areas. So I looked really

[00:04:27.44] spk_1:
at email, um

[00:04:27.92] spk_0:
social media,

[00:04:29.46] spk_1:
um, search

[00:04:30.33] spk_0:
engine marketing and

[00:04:32.66] spk_1:
let’s see

[00:04:44.64] spk_0:
um, donation page and social media. Really your facebook ads, not like all social, but so email, facebook ads. Search engine marketing, your donation page and your homepage. So these are

[00:04:45.20] spk_1:
The five areas that I

[00:04:46.29] spk_0:
focused on for the session

[00:04:47.78] spk_1:
for NtC.

[00:04:50.34] spk_0:
Okay, let’s start with the homepage and the donation pages because odds are

[00:04:53.91] spk_1:
everybody’s got one of those

[00:04:59.14] spk_0:
both of those and I do see some pretty weak donation pages, uh,

[00:05:02.69] spk_1:
lacking

[00:05:04.20] spk_0:
technology,

[00:05:05.26] spk_1:
lacking visual appeal.

[00:05:07.84] spk_0:
Um, so, but let’s, let’s start with, let’s start with the home page and you know, we’ll go beyond those two, but let’s make sure we cover the homepage and then donation pages. So what’s your advice around the homepage?

[00:05:18.01] spk_1:
Yeah,

[00:05:19.05] spk_0:
so with the homepage, I mean

[00:05:20.52] spk_1:
naturally it’s like

[00:05:35.54] spk_0:
you want your donation page, there’s so many boxes at the homepage, has to check when people come to your website, they need to know who you are, why you do what you do, who you do it for um in a way for people to connect with you. And some of

[00:05:36.31] spk_1:
the things that I talked about it and what people

[00:05:38.45] spk_0:
don’t realize too is like there’s things

[00:05:40.21] spk_1:
that you should test on your

[00:05:41.28] spk_0:
homepage. Um and there’s tools that you can use to test.

[00:05:44.03] spk_1:
Also, I didn’t get into the

[00:05:45.10] spk_0:
tools within the session,

[00:05:46.79] spk_1:
but you can use

[00:05:47.52] spk_0:
like um optimized

[00:05:49.00] spk_1:
lee or um

[00:05:50.57] spk_0:
omni convert. These are

[00:05:52.21] spk_1:
tools and

[00:05:53.29] spk_0:
actually google optimized you

[00:05:54.67] spk_1:
can use. These are tools that I

[00:05:56.44] spk_0:
we don’t have time to

[00:05:57.17] spk_1:
go into those, but what they

[00:05:58.41] spk_0:
essentially do is help

[00:05:59.38] spk_1:
you kind of a b test

[00:06:00.49] spk_0:
different elements on your homepage, for example, resources. Those

[00:06:04.69] spk_1:
3. 1 more time I’d like to

[00:06:05.80] spk_0:
share.

[00:06:06.47] spk_1:
Sure, sure. Optimized

[00:06:08.90] spk_0:
lee.

[00:06:09.84] spk_1:
Omni convert

[00:06:11.48] spk_0:
and google

[00:06:12.96] spk_1:
optimized and google

[00:06:14.11] spk_0:
optimize is free, but there are certain limitations, but

[00:06:17.26] spk_1:
basically these are

[00:06:18.14] spk_0:
like conversion rate

[00:06:19.29] spk_1:
optimization tools for your website or even

[00:06:23.94] spk_0:
for your donation page and to summarize

[00:06:25.59] spk_1:
what what these tools

[00:06:26.94] spk_0:
do is let’s say you’re one time that your homepage

[00:06:30.69] spk_1:
loads, You’ll

[00:06:31.42] spk_0:
get image a, as your homepage better and the next

[00:06:35.30] spk_1:
time your web page loads,

[00:06:36.63] spk_0:
it’ll be image

[00:06:37.37] spk_1:
B of the homepage banner.

[00:06:40.04] spk_0:
So it’s kind of randomized

[00:06:40.92] spk_1:
if you will, just

[00:06:41.68] spk_0:
to simplify. So

[00:06:42.74] spk_1:
when people see your

[00:06:43.45] spk_0:
website, they’ll get a version

[00:06:44.72] spk_1:
A and version be of your website.

[00:06:46.94] spk_0:
So you can test

[00:06:47.76] spk_1:
different things on your

[00:06:48.64] spk_0:
website, like an image

[00:06:50.23] spk_1:
or a call to action or a headline or

[00:06:52.27] spk_0:
something like that. Um, that’s generally what that does. Um, that’s again, I didn’t get into any of that because it does get to be a little more technical. Um, really what my point of my session was and really the point today is like,

[00:07:05.74] spk_1:
here’s what you

[00:07:06.65] spk_0:
can test and then we can also get into

[00:07:08.72] spk_1:
why it’s important to test,

[00:07:09.85] spk_0:
which a lot of it’s kind of common sense knowledge, but that’s not always common practice though. Um, but when it comes to your home page, one of

[00:07:17.79] spk_1:
the things that, that I

[00:07:18.71] spk_0:
always recommend is like testing like your hero image, which is like that first image that’s at the top of your home page. Um, some nonprofits might have a video running up there instead of an image, but testing that using, like, especially if you’re

[00:07:32.64] spk_1:
doing a campaign,

[00:07:34.34] spk_0:
um, if you’re running a

[00:07:35.81] spk_1:
campaign like right now, I don’t know

[00:07:37.81] spk_0:
when people will hear this, but let’s say it’s

[00:07:39.80] spk_1:
a springtime

[00:07:40.85] spk_0:
campaign, your email is springtime campaign oriented. You’re, let’s say you’re running

[00:07:45.74] spk_1:
facebook ads. It’s springtime campaign

[00:07:47.75] spk_0:
oriented. Um,

[00:07:48.97] spk_1:
so like let’s

[00:07:50.25] spk_0:
have like your

[00:07:51.43] spk_1:
hero image on your

[00:07:53.04] spk_0:
page be that

[00:07:53.77] spk_1:
same campaign

[00:07:54.94] spk_0:
as opposed to like

[00:07:56.06] spk_1:
here’s what we do or

[00:07:57.45] spk_0:
here’s how you can volunteer,

[00:07:59.14] spk_1:
like make that image

[00:08:00.58] spk_0:
coincide with the rest of your campaign elements.

[00:08:03.94] spk_1:
Right? Make

[00:08:04.47] spk_0:
it timely make it integrate

[00:08:05.61] spk_1:
with your campaigns,

[00:08:06.69] spk_0:
test that with the campaign versus not testing it if

[00:08:09.68] spk_1:
you don’t have the tools

[00:08:11.03] spk_0:
and watch

[00:08:11.82] spk_1:
how your donations

[00:08:12.82] spk_0:
will increase because that message is right there in

[00:08:15.19] spk_1:
the front for people to see.

[00:08:16.62] spk_0:
Um, so

[00:08:17.83] spk_1:
you know, that that’s one thing that you

[00:08:21.84] spk_0:
can test is your hero image using a campaign image as opposed to like a

[00:08:22.83] spk_1:
general branded image or

[00:08:28.24] spk_0:
some other kind of call to action image. Um, so I’ll pause there, see if you have questions or if you wanted me to

[00:08:30.72] spk_1:
kind of roll into the next

[00:08:31.91] spk_0:
one, you know, go to the

[00:08:32.85] spk_1:
go to the next homepage

[00:08:34.13] spk_0:
idea.

[00:08:34.72] spk_1:
Okay. Yeah. Next one would be like your

[00:08:37.09] spk_0:
donation

[00:08:37.87] spk_1:
button text. Um,

[00:08:40.04] spk_0:
pretty much every

[00:08:40.80] spk_1:
nonprofit. I haven’t

[00:08:42.02] spk_0:
Seen one and I don’t

[00:08:43.18] spk_1:
know how long

[00:08:44.37] spk_0:
that does not include that donate button

[00:08:46.28] spk_1:
up in the upper, usually

[00:08:47.38] spk_0:
right hand corner.

[00:08:48.42] spk_1:
Uh, and most of

[00:08:49.52] spk_0:
them will say donate and I think

[00:08:51.45] spk_1:
that’s fine. I don’t think

[00:08:52.42] spk_0:
there’s anything wrong with donate, but what if instead of donate it said give now

[00:08:58.04] spk_1:
or make

[00:08:58.64] spk_0:
a difference

[00:08:59.42] spk_1:
or feed a

[00:09:00.32] spk_0:
family, you know, whatever

[00:09:01.72] spk_1:
that call to action,

[00:09:02.71] spk_0:
maybe fund

[00:09:04.24] spk_1:
a research study.

[00:09:06.24] spk_0:
Um, so

[00:09:07.12] spk_1:
we’re very accustomed to just saying donate now because it’s

[00:09:09.60] spk_0:
very direct, but it’s also

[00:09:10.99] spk_1:
very transactional.

[00:09:12.48] spk_0:
Um, but again,

[00:09:13.54] spk_1:
I’m not saying that it’s,

[00:09:14.48] spk_0:
it’s not going to

[00:09:15.59] spk_1:
work for your organization, but if we

[00:09:16.97] spk_0:
don’t test, we don’t know

[00:09:18.19] spk_1:
right.

[00:09:18.86] spk_0:
Um, and I think there’s certain

[00:09:20.52] spk_1:
kind of boilerplate

[00:09:21.54] spk_0:
templates that is non profit as an

[00:09:23.94] spk_1:
industry we go

[00:09:24.86] spk_0:
with because we know that in general this

[00:09:27.09] spk_1:
is what’s supposed to work. And I don’t

[00:09:29.71] spk_0:
remember you

[00:09:30.76] spk_1:
remember years ago act Blue

[00:09:32.36] spk_0:
did well with Chip in.

[00:09:34.44] spk_1:
Yeah,

[00:09:36.06] spk_0:
something like

[00:09:36.69] spk_1:
that. But I’m sure they, I mean

[00:09:57.94] spk_0:
they have lots and lots of records that they’re mailing too. So I’m sure they tested and, and chip in. You saw the blue button and said and for them it was like chip in, you know? Yeah. Well, but, and even to that point it’s like chip in and that could be like vernacular. That’s that organization and their audiences like they associate with that non profit you know, So what’s the vernacular, the language

[00:10:00.72] spk_1:
that you’re a nonprofit would

[00:10:01.69] spk_0:
use, you know, maybe it is chip in, you know, maybe it’s feed a family, you know, whatever that is, but test that out. Um, if you don’t have, if you have zero data, your new nonprofit or you’ve never tested before, then you probably have data on what donate now is doing for you. Like let’s switch it for a month and try to keep everything constant If we, if we have too many factors going, we’re not going to know what works, you know, so you always want to change

[00:10:24.81] spk_1:
One thing at one time.

[00:10:26.14] spk_0:
Um, and if all

[00:10:26.91] spk_1:
things are the same and we

[00:10:28.01] spk_0:
only changed the text on that donated button, then it’s a pretty safe bet that the donate button was the reason that, you know, the,

[00:10:35.49] spk_1:
that we got and you can

[00:10:38.54] spk_0:
also test it with. I’m trying to think of some of the other

[00:10:39.85] spk_1:
tools. Um, well even the tools

[00:10:42.64] spk_0:
that I mentioned, they can test conversion rates and things like that.

[00:10:45.52] spk_1:
But because

[00:10:46.50] spk_0:
I know one pieces, like we talked about testing, but then there’s like,

[00:10:48.91] spk_1:
how do you measure the testing? Um,

[00:10:50.85] spk_0:
and one is if you’re, you’re not using any

[00:10:53.25] spk_1:
tools, it’s just kind of how did we do last month

[00:10:57.44] spk_0:
versus how we do this month? Um, did we change anything

[00:10:58.99] spk_1:
else? No, Then we can probably attribute it to this and that’s kind of the

[00:11:02.54] spk_0:
roundabout. Like

[00:11:03.49] spk_1:
we can probably attribute it to this.

[00:11:05.50] spk_0:
Um, if

[00:11:06.52] spk_1:
smaller, medium

[00:11:07.67] spk_0:
sized nonprofits

[00:11:08.40] spk_1:
may not have the budget

[00:11:09.68] spk_0:
to actually put the analytics and technology behind

[00:11:12.16] spk_1:
knowing for sure

[00:11:13.50] spk_0:
what

[00:11:14.30] spk_1:
the difference maker was. But if you’re

[00:11:16.18] spk_0:
looking for some data points like that’s certainly something that can help is

[00:11:20.11] spk_1:
swapping it out and keeping

[00:11:21.35] spk_0:
everything else the same.

[00:12:07.14] spk_1:
It’s time for a break. Turn to communications, Content creation and content management, What projects do you have that they can take off your plate, lift these weights from your shoulders? Content creation Is there some writing project some series that you need to do or that you’ve been thinking about doing you’d like to do for internal audiences. External board donor’s community. What writing projects can they take off your plate and then the content management and also the distribution. Getting you the

[00:12:07.84] spk_0:
placements and

[00:12:49.14] spk_1:
as well as managing that content for you on your site, whether that’s blog, wherever you may, print or digital. Right, Alright. So how can they help you with content creation, content management and then also the distribution, getting the, getting your good word, you as an opinion leader, thought leader in your community. Getting that out. Turn to communications, your story is their mission turn hyphen two dot c o. Now back to many ways to test your digital fundraising.

[00:12:54.74] spk_0:
You made the point a

[00:12:56.05] spk_1:
couple of times, keeping everything

[00:12:57.26] spk_0:
else the same. I

[00:12:58.88] spk_1:
guess if you if you change a few things

[00:13:01.05] spk_0:
or a bunch of things

[00:13:02.54] spk_1:
and your outcomes improved,

[00:13:07.04] spk_0:
I guess

[00:13:07.82] spk_1:
by outcomes, you know,

[00:13:08.65] spk_0:
we’re keeping it simple. So we’re saying

[00:13:10.00] spk_1:
donations improved.

[00:13:11.67] spk_0:
Then

[00:13:12.47] spk_1:
then then

[00:13:13.21] spk_0:
then that’s terrific.

[00:13:14.25] spk_1:
But if donations declined

[00:13:16.35] spk_0:
and you don’t know what it is that you changed that caused them to

[00:13:19.14] spk_1:
decline. So then you have to go back to where you were in the beginning

[00:13:22.43] spk_0:
and then

[00:13:23.39] spk_1:
iterative lee changed

[00:13:26.44] spk_0:
one thing at a time and

[00:13:26.59] spk_1:
figure out what what what

[00:13:29.24] spk_0:
is, what is, what

[00:13:29.49] spk_1:
is it that’s depressing

[00:13:30.73] spk_0:
your,

[00:13:31.56] spk_1:
your outcomes and change that one little thing

[00:13:33.92] spk_0:
and then and then test and see

[00:13:35.54] spk_1:
if you, you get higher

[00:13:36.53] spk_0:
than your baseline.

[00:13:38.54] spk_1:
Yeah, exactly. Because the

[00:13:43.75] spk_0:
tests that I’m talking about in the test

[00:13:45.31] spk_1:
will go through. It’s like

[00:13:46.44] spk_0:
these are tests that you do one at a time. I’m not like

[00:13:48.64] spk_1:
here’s 50 things

[00:13:49.62] spk_0:
you can test and let’s do them all at once.

[00:13:51.65] spk_1:
Because if you think about if you

[00:13:53.03] spk_0:
change that button, if you

[00:13:54.08] spk_1:
change it to say give

[00:13:55.37] spk_0:
now instead of donate now and

[00:13:57.07] spk_1:
it goes to your landing page. But you’ve

[00:13:58.64] spk_0:
also changed an image

[00:14:00.23] spk_1:
or headline or something on the

[00:14:02.54] spk_0:
landing page, then we don’t know if

[00:14:03.10] spk_1:
you’ve got more donations

[00:14:04.08] spk_0:
because you change something on your landing page or if

[00:14:06.55] spk_1:
you change something on that button that got them to the landing page. So

[00:14:10.47] spk_0:
you know the, the need

[00:14:11.79] spk_1:
to put together kind of a testing

[00:14:13.17] spk_0:
roadmap um,

[00:14:14.35] spk_1:
would be something that you would want to do for your organization and be like here

[00:14:17.76] spk_0:
and it takes time

[00:14:18.74] spk_1:
because you can only test

[00:14:19.78] spk_0:
one thing at a time. So it’s like

[00:14:20.87] spk_1:
here’s what we’re going to test

[00:14:22.07] spk_0:
in this calendar year and then whether it’s

[00:14:24.97] spk_1:
bi weekly, weekly,

[00:14:26.41] spk_0:
monthly, whatever it is, you know, having that plan laid out the

[00:14:29.73] spk_1:
to learn

[00:14:30.52] spk_0:
because the whole point of testing is like we want to learn,

[00:14:32.75] spk_1:
we want to raise more

[00:14:33.59] spk_0:
money for

[00:14:34.88] spk_1:
less cost

[00:14:35.65] spk_0:
of, of a transaction to obtain that donation and we

[00:14:39.13] spk_1:
want to learn more creative

[00:14:40.54] spk_0:
works. How many hits do we need?

[00:14:42.93] spk_1:
What’s a, what’s a

[00:14:44.24] spk_0:
sample size that

[00:14:45.20] spk_1:
we can rely on

[00:14:47.04] spk_0:
uh,

[00:14:47.69] spk_1:
to draw conclusions from?

[00:14:49.84] spk_0:
Yeah, that’s actually a really good question.

[00:14:52.72] spk_1:
Um, and I

[00:14:53.53] spk_0:
don’t, I don’t have like an answer

[00:14:55.01] spk_1:
that other than the

[00:14:55.97] spk_0:
generic. It depends.

[00:14:57.49] spk_1:
You know, I think

[00:14:58.69] spk_0:
if you’re a smaller nonprofit

[00:15:00.45] spk_1:
that doesn’t

[00:15:01.89] spk_0:
get a lot of traffic to your homepage in this case, then I mean

[00:15:06.04] spk_1:
where it could take

[00:15:07.08] spk_0:
you months to get enough traffic, you know, which is

[00:15:09.83] spk_1:
kind of like the sad thing about

[00:15:11.44] spk_0:
a nonprofit that doesn’t get a

[00:15:12.55] spk_1:
lot of traffic is when will,

[00:15:14.09] spk_0:
you know, we’ve, we have enough data to learn something. You

[00:15:17.83] spk_1:
know, I think it’s quicker to

[00:15:19.08] spk_0:
learn like with like

[00:15:20.11] spk_1:
advertising where you can actually have a budget and it will

[00:15:22.88] spk_0:
kind of force impressions

[00:15:24.16] spk_1:
to your website.

[00:15:25.25] spk_0:
Um, in that case, like

[00:15:26.78] spk_1:
I usually like to have,

[00:15:28.54] spk_0:
I mean at least a few 1000 clicks. Uh, so

[00:15:31.45] spk_1:
we kind of have enough data to make

[00:15:33.33] spk_0:
a decision.

[00:15:34.27] spk_1:
Uh, with the

[00:15:35.33] spk_0:
website, I mean going by that, I mean there’s, there’s some small

[00:15:39.98] spk_1:
nonprofits that may not get a

[00:15:41.99] spk_0:
1000 visits to their website in

[00:15:44.71] spk_1:
half a year or a whole year.

[00:15:46.38] spk_0:
You know? Um,

[00:15:47.58] spk_1:
in which case maybe

[00:15:48.65] spk_0:
you want to test something else

[00:15:49.82] spk_1:
1st? Maybe when you’re

[00:15:50.78] spk_0:
prioritizing exactly exactly. It’s

[00:15:56.07] spk_1:
like, where? Which

[00:15:57.17] spk_0:
I think, And I

[00:15:57.93] spk_1:
didn’t really think about this

[00:15:58.96] spk_0:
when I put it together. But

[00:16:00.14] spk_1:
that’s actually a really good question. Because when you look at all the things

[00:16:03.04] spk_0:
that you can test with your

[00:16:04.08] spk_1:
nonprofit, it’s like, what makes the

[00:16:05.89] spk_0:
most sense to test? Like where do

[00:16:07.48] spk_1:
we have the most data? Where are we getting the most

[00:16:09.60] spk_0:
traction? Maybe it’s a social

[00:16:10.80] spk_1:
media post. Maybe we have a good

[00:16:12.25] spk_0:
audience on social media.

[00:16:13.75] spk_1:
So, let’s test

[00:16:14.95] spk_0:
some of our posts

[00:16:15.76] spk_1:
there because

[00:16:16.98] spk_0:
we know we have a bigger sample

[00:16:18.41] spk_1:
size that we can work

[00:16:20.84] spk_0:
with. Okay. All right.

[00:16:21.40] spk_1:
Well, so your host

[00:16:23.74] spk_0:
is uh, chosen to start

[00:16:24.62] spk_1:
with the homepage

[00:16:25.72] spk_0:
because it’s ubiquitous. Everybody has one.

[00:16:27.98] spk_1:
But with the

[00:16:29.06] spk_0:
caveat that it may not be the right place for you to start your testing.

[00:16:32.63] spk_1:
If you have if

[00:16:33.92] spk_0:
you don’t have a lot of traffic to your homepage. Alright,

[00:16:36.02] spk_1:
let’s stick with the homepage. You got another, you

[00:16:40.24] spk_0:
got another one or two ideas. The homepage, and then we’ll move on. Yeah. Some other

[00:16:41.27] spk_1:
Ideas for the homepage. one

[00:16:44.54] spk_0:
would be, um,

[00:16:45.28] spk_1:
the, like the light box.

[00:16:46.53] spk_0:
So when you come to a website and

[00:16:48.89] spk_1:
people call

[00:16:50.06] spk_0:
them light boxes, they call them pop ups,

[00:16:52.17] spk_1:
Interstitial,

[00:16:53.66] spk_0:
you know, there’s different names for them. Kind of the common name. Yeah. That’s

[00:16:57.06] spk_1:
the more technical. Yeah. Which I never used

[00:17:02.89] spk_0:
Exactly. 100%, 100%. Because you say that like the, you know.

[00:17:13.34] spk_1:
Exactly, Yeah. The bigger words

[00:17:16.14] spk_0:
aren’t always better.

[00:17:17.14] spk_1:
And when I

[00:17:17.97] spk_0:
talked to my, my tech and

[00:17:19.67] spk_1:
my developer friends and they’re

[00:17:22.54] spk_0:
telling me what it is, I’m like,

[00:17:22.94] spk_1:
okay, how can I take what they

[00:17:24.31] spk_0:
said and translate it

[00:17:25.39] spk_1:
just to everyday common

[00:17:26.58] spk_0:
terms. And sometimes I’m like, I

[00:17:27.98] spk_1:
have no idea what you’re talking

[00:17:29.24] spk_0:
about,

[00:17:30.62] spk_1:
but we have drug in

[00:17:31.55] spk_0:
jail on nonprofit radio

[00:17:33.93] spk_1:
I don’t know if I have no idea what you’re

[00:17:35.25] spk_0:
talking about. You know, I’ll stop

[00:17:37.31] spk_1:
you. So if you had

[00:17:38.28] spk_0:
introduced it with

[00:17:39.57] spk_1:
traditional

[00:17:40.10] spk_0:
transitional, you know,

[00:17:41.59] spk_1:
yeah, whatever.

[00:17:45.54] spk_0:
But like, yeah, you see,

[00:17:46.23] spk_1:
I didn’t introduce,

[00:17:47.54] spk_0:
Yeah. Because you

[00:17:48.25] spk_1:
got to know who the audience is, right?

[00:17:50.11] spk_0:
So if this was

[00:17:51.11] spk_1:
like for a tech blog or

[00:17:52.33] spk_0:
something, I’m like the interstitial.

[00:17:53.97] spk_1:
But no, we’re talking about just non profit let’s start with the base like, you know, um,

[00:17:58.57] spk_0:
let’s just

[00:17:59.56] spk_1:
the basics here. So yeah,

[00:18:00.58] spk_0:
pop up a

[00:18:01.67] spk_1:
lightbox testing

[00:18:03.24] spk_0:
that. And I say tested and, and

[00:18:04.53] spk_1:
a lot of these things I’m saying test,

[00:18:06.28] spk_0:
but in my

[00:18:07.98] spk_1:
own way I’m saying

[00:18:14.64] spk_0:
do this, I’m not saying tested because like light boxes are so effective. Like pretty much no matter how you’re using if using them for email acquisition,

[00:18:17.96] spk_1:
if you’re using them to

[00:18:19.08] spk_0:
promote a campaign

[00:18:20.07] spk_1:
to increase your donations.

[00:18:21.53] spk_0:
Um, what I find

[00:18:23.35] spk_1:
though is a lot of

[00:18:24.32] spk_0:
nonprofits

[00:18:25.23] spk_1:
and I say that a lot, a lot

[00:18:26.49] spk_0:
of non profits, but

[00:18:27.40] spk_1:
it is true,

[00:18:28.61] spk_0:
um, that they’re

[00:18:32.54] spk_1:
like, well I don’t like pop ups, so I don’t want to use them, you know, But it’s not really about what you like because your

[00:18:35.06] spk_0:
donors and your website visitors

[00:18:36.84] spk_1:
probably don’t

[00:18:37.64] spk_0:
like a lot of pop ups

[00:18:38.63] spk_1:
either. But the data

[00:18:40.42] spk_0:
doesn’t lie. Like

[00:18:41.60] spk_1:
these things do work.

[00:18:42.84] spk_0:
And the reason they work is

[00:18:44.17] spk_1:
there’s nothing else that you

[00:18:45.26] spk_0:
can do on the homepage when that

[00:18:47.44] spk_1:
pop up comes on the screen other

[00:18:49.05] spk_0:
than click it and turn

[00:18:50.20] spk_1:
it off or do the

[00:18:51.90] spk_0:
action that it says there’s

[00:18:53.06] spk_1:
two choices. If someone goes straight to your

[00:18:56.24] spk_0:
website, they’ve

[00:18:56.39] spk_1:
got probably 20 different choices, click on your,

[00:18:58.92] spk_0:
contact us, click

[00:19:00.10] spk_1:
on an image,

[00:19:01.16] spk_0:
submit an email, click on any of your menu items. Like there’s so many different choices

[00:19:06.21] spk_1:
that you can make. But that pop up is like A or B. Do I

[00:19:09.66] spk_0:
close this and look at the website or do I hit the donate button or do I put my email in and submit it and now I’m a subscriber. So

[00:19:17.04] spk_1:
they’re extremely

[00:19:17.69] spk_0:
effective. Yeah, 100%. So

[00:19:22.73] spk_1:
yeah, so they

[00:19:24.13] spk_0:
work. But I’m saying tested because the thing is like, I’ve never seen it not work. So maybe your nonprofit is different and maybe you can test it with running with the campaign and if you didn’t raise any more money, which if that happens, like

[00:19:37.14] spk_1:
I’d love for those people to reach out

[00:19:39.44] spk_0:
to me because I want to

[00:19:39.94] spk_1:
know who those organizations are

[00:19:41.40] spk_0:
because it’s like,

[00:19:42.34] spk_1:
well I’ve never heard of that but

[00:19:44.12] spk_0:
here’s maybe some other

[00:21:16.84] spk_1:
things that you can strike. It’s time for a break. Fourth dimension technologies. Their I. T. Solution is I. T. Infra. In a box. It’s budget friendly. It’s holistic. It’s the buffet of I. T. Solutions because you pick what you need and you leave the rest you needn’t hire them for all the services that they can do. They’ve got this I. T. Infra in a box for you to choose from like overall I. T. Assessment whether you want to implement multifactor authentication which a lot of people are saying is a very good idea. We’ve had guests saying exactly that um there might be other security for your site for your devices those mobile devices that are in people’s homes. Now cost analysis help desk. Do you need help that way with tech with like tech support and there’s more in the I. T. In for in a box you choose what’s right for your current I. T. Status. What’s right for your budget? Yeah leave the rest behind fourth dimension technologies tony-dot-M.A.-slash-Pursuant D. Just like three D. But they go one dimension deeper. Now back to many ways to test your digital fundraising with jeremy hazelwood. There are variables within the pop

[00:21:18.78] spk_0:
up that you can test how

[00:21:20.68] spk_1:
long a delay

[00:21:21.65] spk_0:
how long is someone on your homepage before it before

[00:21:23.93] spk_1:
it pops up?

[00:21:25.14] spk_0:
Of course what’s the text that’s in it again.

[00:21:28.40] spk_1:
What’s the button that’s

[00:21:29.43] spk_0:
in it. You have to have a button labeled that’s in it,

[00:21:32.14] spk_1:
Right.

[00:21:34.14] spk_0:
Yeah. What’s the offer?

[00:21:35.26] spk_1:
You know? So it could be

[00:21:36.35] spk_0:
$10 equals this or

[00:21:37.95] spk_1:
$50 equals that.

[00:21:39.17] spk_0:
So yeah, there’s

[00:21:40.14] spk_1:
probably a whole other

[00:21:41.73] spk_0:
15 different tests

[00:21:43.11] spk_1:
that you can run just within that. But let’s

[00:21:45.17] spk_0:
start at the basics. Okay. Give us one more for the homepage.

[00:21:49.74] spk_1:
Yeah. One more for the home page. And this is

[00:21:51.37] spk_0:
really simple. But um what

[00:21:53.54] spk_1:
about a donate button at the bottom of your

[00:21:55.59] spk_0:
page? Um And the reason that I say

[00:21:58.00] spk_1:
that is when people scroll

[00:21:59.98] spk_0:
pasture

[00:22:00.81] spk_1:
donate button, if your

[00:22:01.73] spk_0:
menu isn’t like what they call a

[00:22:03.09] spk_1:
sticky menu meaning when you scroll that top menu stays there

[00:22:06.11] spk_0:
and the donate button is

[00:22:07.05] spk_1:
always there or your

[00:22:07.94] spk_0:
menu is always there.

[00:22:09.29] spk_1:
Um If you don’t have that

[00:22:11.04] spk_0:
then you’re

[00:22:11.69] spk_1:
scrolling and that donate has come off

[00:22:13.45] spk_0:
of of the homepage off the

[00:22:15.66] spk_1:
top. So as you scroll down, you’re reading about who we are, what we do, why we do

[00:22:19.51] spk_0:
it. Um It’s just kind of a

[00:22:20.99] spk_1:
natural, here’s the next step,

[00:22:22.65] spk_0:
you know, donate.

[00:22:23.86] spk_1:
Um So it’s

[00:22:24.93] spk_0:
just right in the user flow. The user doesn’t

[00:22:26.55] spk_1:
have to scroll back up

[00:22:27.70] spk_0:
and find the donate or click the donate or

[00:22:30.68] spk_1:
even if they didn’t

[00:22:31.74] spk_0:
like if they kind of psychological or mentally

[00:22:34.20] spk_1:
blocked out that donate button when they came to your

[00:22:36.37] spk_0:
page? Is there

[00:22:37.43] spk_1:
scrolling through? Its in

[00:22:38.43] spk_0:
the natural progression

[00:22:39.60] spk_1:
of how they’re reading your

[00:22:40.44] spk_0:
page and that donate button is right there at the bottom. So

[00:22:43.67] spk_1:
um test that

[00:22:44.70] spk_0:
out, see if it’s something that you’re able to get more donations throughout the month. Um

[00:22:49.62] spk_1:
I don’t this is

[00:22:50.90] spk_0:
not something where you’re gonna earn like a ridiculous amount of conversions or donations

[00:22:55.94] spk_1:
From but even if you have like five

[00:23:08.34] spk_0:
more donations a month because you put a button at the bottom of your page, like wouldn’t that be worth the the 10 minutes it takes to put the button on your site And I think it would be, let’s go to the donation page. Okay cool. So donation and let’s say I’m looking at my my list over here. Okay, so donation

[00:23:17.47] spk_1:
page, one of the things that’s

[00:23:19.00] spk_0:
important to um

[00:23:20.42] spk_1:
a number of donors

[00:23:21.90] spk_0:
is is my donation secure and I don’t think it’s as much of a concern now as it

[00:23:27.06] spk_1:
was maybe even five

[00:23:31.14] spk_0:
years ago but there’s still people that are leery too uh do transactions online.

[00:23:33.12] spk_1:
Um We’re with

[00:23:33.97] spk_0:
the nonprofit. It’s like well I don’t know this nonprofit is going to take care of my data and hopefully your nonprofit is like your donation page should be the H. T. T. P. S. Meaning that it’s a secure page

[00:23:46.12] spk_1:
anyways

[00:23:46.87] spk_0:
but just putting some kind of

[00:23:48.83] spk_1:
Burbage

[00:23:50.34] spk_0:
or a visual indication that it is safe transaction

[00:23:55.19] spk_1:
on your website. So it could be

[00:23:56.44] spk_0:
something as simple as saying your transaction is secure like ssl security or putting like an image of a lock saying your transaction is secured. So doing that versus not having any language in there at all about a secure

[00:24:10.37] spk_1:
transaction.

[00:24:32.24] spk_0:
You can make a difference in someone going ahead and clicking that submit button on the donate because they could get as far as just putting all their information in. But they’re still kind of on the fence like, you know, if they’re nervous about giving online or giving because they don’t see any language that says their donation is secure because I’ve even experienced this to my house like myself personally, there’s some websites

[00:24:33.24] spk_1:
I’m not as

[00:24:36.94] spk_0:
familiar with and if I don’t see that language, then I

[00:24:37.58] spk_1:
may not actually

[00:24:38.55] spk_0:
include. I may not actually purchase whatever it is I’m purchasing and I’m not even talking about nonprofits. I’m talking about more like online retail. Um, so it gives the donor confidence in what they’re doing. So that’s something that you can test having that language on there versus just excluding it. Um, and seeing if

[00:24:55.04] spk_1:
that makes a difference in

[00:24:58.14] spk_0:
your conversion rates and you know, folks might say well, but people could look at the address bar and they can see if it’s https and, and lots of browsers have a lock when it is a secure site. I don’t know if all browsers, I use Safari

[00:25:12.79] spk_1:
predominantly. So

[00:25:13.69] spk_0:
I don’t know if all browsers do that, but, but

[00:25:15.73] spk_1:
even if they do,

[00:25:20.64] spk_0:
you know, think of older folks who are not so savvy they don’t know to look for https.

[00:25:22.05] spk_1:
So

[00:26:02.44] spk_0:
if you don’t, you know, what does it cost to put a sentence in with a little lock picture, it says, you know, it’s, it’s secured, encrypted on both ends, right? With 2 56 bit ssl technology or something, you know, something legitimate. I’m not saying make it up, but yeah, I remember you’re not doing it right. You know, I’m not, Yeah. Now this is the fraud how to test the fraud component of your donation. You don’t have to test for fraud. You don’t have to test fraud. Just don’t do that, don’t do it, you know? But if you’re, if yes, put put something in that’s reassuring to folks, especially older folks who may not know to look at the address bar. Right. Yeah. Alright. Alright. What else, what else for the donation pages? Um, one thing that I’ve seen more

[00:26:12.93] spk_1:
recently in the past

[00:26:39.54] spk_0:
Maybe 2-3 years and I want to say that there might even be specific, um, Tech companies that process donations for nonprofits and I can’t tell you who they are because I’m not sure which one’s doing and which ones don’t. Um, but highlighting like a certain gift that might say most popular gifts. So if you have like a $25 gift and $50 or 200 whatever that, you know procession of gift handles is There might be one

[00:26:40.24] spk_1:
that’s highlighted.

[00:26:41.34] spk_0:
Um, and it says most popular, but what it does and it’s

[00:26:44.91] spk_1:
usually not the lowest

[00:27:23.64] spk_0:
One because I might go to a site like I’m gonna give them $25, but then when I get there it has this $50 and it’s highlighted and it says most popular and so now there’s this social pressure to be like, well that’s the most popular. Like I don’t want to give less than what it is. So I guess I’m gonna give $50 instead of $25. Um So again, it’s, it’s, that’s kind of like a marketing trick if you will, but it does work. Um and you know, whether it’s the most popular or not, I mean again, that’s when you get into the ethics behind it, like, you know, um, you don’t necessarily have to say most popular, you could say, you know more

[00:27:24.31] spk_1:
impact or the

[00:27:25.12] spk_0:
most impact or something like that. There’s ways that you can word it, but

[00:27:28.99] spk_1:
the whole point is you’re

[00:27:29.88] spk_0:
drawing attention to a specific gift amount. Um that’s

[00:27:33.07] spk_1:
probably more reasonable. It’s not like you’re high

[00:27:35.46] spk_0:
like 500

[00:27:36.29] spk_1:
dollar gift, but it’s not

[00:27:37.37] spk_0:
Like you’re 10 20

[00:27:38.36] spk_1:
$5 gift either.

[00:27:39.60] spk_0:
Um, So

[00:27:42.24] spk_1:
what I found is that when you, when you do

[00:27:42.78] spk_0:
use some kind of language and highlight one particular giving level that it does result

[00:27:47.32] spk_1:
in higher conversions.

[00:27:48.53] spk_0:
Um, and again, this is my ash

[00:27:50.42] spk_1:
tricks with everything

[00:27:51.94] spk_0:
we’re calling it a test because this is what I’ve seen

[00:27:54.67] spk_1:
with nonprofits that I’ve worked

[00:27:55.86] spk_0:
with and research that I’ve done. But you have to test

[00:27:58.85] spk_1:
and see if this is the case

[00:27:59.82] spk_0:
for your non profit as well.

[00:28:01.44] spk_1:
That’s a good one. Like

[00:28:03.24] spk_0:
that average gift most

[00:28:04.85] spk_1:
popular gift. Most

[00:28:06.16] spk_0:
impactful.

[00:28:07.03] spk_1:
Alright. What else you got? Yeah.

[00:28:09.13] spk_0:
And the

[00:28:09.67] spk_1:
other one I have is kind of in the

[00:28:10.72] spk_0:
same vein as this and

[00:28:11.87] spk_1:
it’s really like your

[00:28:12.65] spk_0:
donation handles and your impact. Um

[00:28:15.59] spk_1:
So if you’re like an

[00:28:17.94] spk_0:
example of if

[00:28:18.09] spk_1:
you’re a nonprofit that does a few different things

[00:28:19.91] spk_0:
like for example, maybe like a rescue

[00:28:21.55] spk_1:
mission, like they do

[00:28:22.56] spk_0:
housing, they do food, they may do

[00:28:25.11] spk_1:
adult rehab

[00:28:26.98] spk_0:
kinds of programs. Um, so you can like test and

[00:28:30.76] spk_1:
there’s a lot to test in

[00:28:31.84] spk_0:
just these three different areas. You can test dollar amounts

[00:28:34.85] spk_1:
for these. So if you want to just look at housing,

[00:28:37.62] spk_0:
You can say, you know, $30 equals X. nights

[00:28:40.49] spk_1:
Of shelter, $60

[00:28:42.25] spk_0:
equals X nights. 100 equals

[00:28:43.71] spk_1:
X nights. You could

[00:28:44.83] spk_0:
test these against each other

[00:28:49.04] spk_1:
and have all of the gift channels at like $50, but $50 will help do

[00:28:50.12] spk_0:
X nights of shelter.

[00:28:51.43] spk_1:
$50 will help

[00:28:52.59] spk_0:
by X amount of

[00:28:53.40] spk_1:
Meals or $50 to

[00:28:55.04] spk_0:
send X amount

[00:28:56.02] spk_1:
of adults through rehab.

[00:28:57.55] spk_0:
And that way you learn about

[00:28:58.73] spk_1:
what your donors are more interested in. Um,

[00:29:01.69] spk_0:
so there’s ways that you can learn

[00:29:06.84] spk_1:
About that either way with, with that example, you’ll still get $50. But we, we test because we also want

[00:29:09.64] spk_0:
to learn more

[00:29:09.93] spk_1:
about our donors and more about what

[00:29:11.28] spk_0:
works. So if people

[00:29:12.24] spk_1:
respond better to a food offer versus the housing offer,

[00:29:15.62] spk_0:
then that might help us

[00:29:16.68] spk_1:
create a campaign,

[00:29:18.04] spk_0:
you know,

[00:29:18.98] spk_1:
in the calendar year at

[00:29:19.96] spk_0:
some point. That’s more around

[00:29:21.24] spk_1:
food. Um, and taking what

[00:29:23.00] spk_0:
we learned from this test.

[00:29:24.45] spk_1:
Um, so that’s one

[00:29:38.84] spk_0:
thing an NtC guest, uh, and he said they tested whether Children who are sick or Children who are hospitalized is has a greater impact. And

[00:29:41.68] spk_1:
intuitively you would think it would be the Children who

[00:29:43.54] spk_0:
are hospitalized

[00:29:44.63] spk_1:
because they’re the sickest of the among

[00:29:46.42] spk_0:
the sick. But

[00:29:47.56] spk_1:
turned out not to be

[00:29:48.19] spk_0:
true. They were getting more click throughs and more donations when

[00:29:51.52] spk_1:
they highlighted Children who

[00:29:52.66] spk_0:
were sick

[00:29:53.87] spk_1:
versus

[00:29:54.50] spk_0:
hospitalized.

[00:29:55.64] spk_1:
Intuition is

[00:29:57.83] spk_0:
not always correct. That’s why

[00:29:59.01] spk_1:
we test. Another

[00:30:00.05] spk_0:
reason, you know, like you said earlier, it doesn’t matter what

[00:30:03.25] spk_1:
you, the ceo

[00:30:04.88] spk_0:
or you, the chief fundraiser prefer. It matters what

[00:30:07.81] spk_1:
your donors

[00:30:09.08] spk_0:
and potential donors prefer.

[00:30:10.70] spk_1:
So you know, you

[00:30:12.54] spk_0:
have to ignore your intuition.

[00:30:13.90] spk_1:
You have to ignore your own

[00:30:15.94] spk_0:
preferences and do what Jeremy is saying and

[00:31:41.74] spk_1:
It’s time for Tony’s take two. I’m doubling down on the redox who can you share non profit radio with, please think about colleagues, friends, folks who work for nonprofits serve on boards of nonprofits. Maybe they’re even avid volunteers, it’s a possibility these folks will learn from nonprofit radio the same as you are, share the share the knowledge, share the good, non profit radio vibe, share the pleasure, share, what else is there? Um, double the enjoyment? No, well you could double, you can triple the enjoyment. So please think about who you can share. non profit radio with, connect them with me, you can connect them with one of my social posts. Uh, connect them to tony-martignetti dot com share this show this episode however you can do it. I’d be grateful. Who can you share? non profit radio with thank you. That is Tony’s take two. We’ve got boo koo but loads more time for many ways to test your digital fundraising. I do like most of my work is with

[00:31:43.39] spk_0:
non province, but I do some, I have some clients that are in the commercial

[00:31:46.87] spk_1:
world and they were

[00:31:47.79] spk_0:
running a

[00:31:48.56] spk_1:
facebook ad recently and they provided me with copy and I was looking at it and I was like, oh, this is terrible, this is not. And

[00:31:55.12] spk_0:
usually if I see something that is

[00:31:57.28] spk_1:
like, I don’t think it’s going to work like I’ll say, hey, what if we say this instead of that? And even with

[00:32:03.14] spk_0:
that? I’m like, what if

[00:32:03.40] spk_1:
we change, it’s like, well we want to try to run this first and just see, I’m like, all right and I thought it was

[00:32:07.87] spk_0:
going to Bomb and it actually

[00:32:08.95] spk_1:
did really good

[00:32:09.83] spk_0:
despite what

[00:32:11.20] spk_1:
I thought was going to work. Um, so that’s why it’s like I’m saying

[00:32:15.12] spk_0:
these things and in

[00:32:16.10] spk_1:
general, like you’ll see in the majority of cases, what we’re talking about, there will be a positive impact. Um, but these are not guaranteed. I’m not saying like, here are all the things that you should do if you want

[00:32:25.16] spk_0:
your nonprofit to succeed,

[00:32:26.47] spk_1:
what you need to do to succeed is

[00:32:28.27] spk_0:
to test and then

[00:32:29.34] spk_1:
find out what works. But those things like, let’s give

[00:32:31.73] spk_0:
some ideas. Like

[00:32:32.67] spk_1:
we just don’t be stagnant. If we have the same website, the same emails,

[00:32:36.21] spk_0:
the same everything

[00:32:37.20] spk_1:
Over a 12-month period. We have learned nothing about what we need to do to better serve our

[00:32:41.12] spk_0:
donors and and

[00:32:42.38] spk_1:
really better

[00:32:46.74] spk_0:
enable the services that we have because if we’re not learning how we

[00:32:47.14] spk_1:
can better serve our donors and how we can

[00:32:49.14] spk_0:
generate more money for nonprofit

[00:32:51.01] spk_1:
and still take care of our

[00:32:51.97] spk_0:
donors, then we’re doing a disservice down

[00:32:53.89] spk_1:
the road for the people

[00:33:09.54] spk_0:
or animals or whatever environment, whatever our nonprofit is serving. We’re doing that in other realms. We’re making sure we have programs that are appealing to donors, making sure we have events that are appealing to donors. We make sure we have fundraisers who are appealing to donors, right. Your staff is turning your donors off. That’s bad. You’re gonna, you’re gonna remove the people from the fundraising role. So, you know, in

[00:33:20.67] spk_1:
your digital and your digital

[00:33:21.73] spk_0:
marketing and fundraising as well.

[00:33:23.17] spk_1:
You want to appeal

[00:33:24.48] spk_0:
to your donors and your potential donors, you’re doing it in other places.

[00:33:28.24] spk_1:
We’re here to. Alright, let’s continue with the

[00:33:32.34] spk_0:
donation page ideas. Okay.

[00:33:32.95] spk_1:
Um, other donation page ideas.

[00:33:34.93] spk_0:
And this is gonna

[00:33:36.45] spk_1:
be my bad recommendation of tests, but I’m gonna throw it out there anyway, because I think it’s probably not going to

[00:33:42.17] spk_0:
work, but I’m

[00:33:43.09] spk_1:
curious to see if it will still work. Um, and that is testing an image versus a video on your donation page. Um, and for the very savvy fundraisers

[00:33:53.24] spk_0:
that are

[00:33:53.53] spk_1:
watching or listening to

[00:33:54.50] spk_0:
this, they were probably

[00:33:55.61] spk_1:
going to discredit me all over the

[00:33:56.97] spk_0:
place and say that Jeremy doesn’t

[00:33:59.20] spk_1:
know what he’s talking about. Um,

[00:34:00.93] spk_0:
but several

[00:34:09.54] spk_1:
years ago when you had a video on your, your donation page and I think maybe it’s because maybe a more a newer medium, you could tell the story of, you know, why we need the gift and be this heartwarming story and you’d actually see the gifts go up. Um, what

[00:34:16.83] spk_0:
I’ve seen over time

[00:34:17.69] spk_1:
now is that

[00:34:18.83] spk_0:
the images

[00:34:19.78] spk_1:
seem to be more effective

[00:34:20.87] spk_0:
than a video. And the reason that we’re

[00:34:23.35] spk_1:
suspecting that happened

[00:34:24.44] spk_0:
just because

[00:34:27.54] spk_1:
when people hit your donation page, You’re now giving them a video to watch, which maybe 30 seconds to minutes. I don’t know however long it is. But you’re now asking them to watch this video and command the attention

[00:34:36.94] spk_0:
and then

[00:34:37.63] spk_1:
fill out a form after that. So you’re kind of asking the donors to do too

[00:34:41.99] spk_0:
many things when they get

[00:34:43.05] spk_1:
your donation page, it is a distraction because they can’t do a donation

[00:34:46.61] spk_0:
page. Most

[00:34:47.78] spk_1:
likely they’re ready to make a

[00:34:48.69] spk_0:
donation. Yes,

[00:34:50.11] spk_1:
exactly. Don’t distract them from that purpose.

[00:34:53.23] spk_0:
Right? Because now there’s another action

[00:34:54.94] spk_1:
you’re giving them watch the

[00:34:56.19] spk_0:
right watch the video,

[00:34:57.63] spk_1:
but you’re saying

[00:35:00.04] spk_0:
test it, Why?

[00:35:00.74] spk_1:
Why? Why do you believe

[00:35:02.16] spk_0:
that so that people don’t think this jeremy doesn’t know what he’s talking about. Yeah. Well the reason that I’m kind of

[00:35:07.24] spk_1:
slick throwing this in here is for the

[00:35:08.89] spk_0:
people who have the

[00:35:09.81] spk_1:
video still on their page.

[00:35:11.55] spk_0:
So if that’s

[00:35:12.79] spk_1:
you like test it

[00:35:14.13] spk_0:
with an image on there instead

[00:35:15.59] spk_1:
of the video

[00:35:16.41] spk_0:
and see if

[00:35:17.50] spk_1:
your donations will go

[00:35:18.58] spk_0:
up a little bit. But I’m bringing this in here to recommend it as

[00:35:22.06] spk_1:
a test really to draw

[00:35:23.12] spk_0:
attention to it because there are still some

[00:35:25.36] spk_1:
organizations that

[00:35:26.68] spk_0:
are testing

[00:35:27.64] spk_1:
or not testing, but that have a video on their donation page. And I think if I don’t

[00:35:32.51] spk_0:
address it, then I’m not really bringing attention to that,

[00:35:35.69] spk_1:
that this is an issue. And,

[00:35:37.81] spk_0:
but what,

[00:35:38.78] spk_1:
what I’d also be curious is the people do that do have the nonprofits

[00:35:42.03] spk_0:
that do have a video on their

[00:35:43.10] spk_1:
page. Um,

[00:35:44.64] spk_0:
is that

[00:35:45.18] spk_1:
still working for them and how will, you know if it’s still working if you don’t test that against an image

[00:35:49.48] spk_0:
and if they tested against an

[00:35:50.61] spk_1:
image and the video is still really generating a higher conversion rate

[00:35:55.59] spk_0:
then then I’m

[00:35:56.45] spk_1:
wrong and I’m okay with that. Um I can only go by the data that I see and the research that I’ve done to

[00:36:02.90] spk_0:
say that

[00:36:04.00] spk_1:
was the best practice.

[00:36:05.27] spk_0:
But now not so

[00:36:06.10] spk_1:
much. But if you’re still stuck in that best practice,

[00:36:08.77] spk_0:
it might be time

[00:36:09.71] spk_1:
to test out of that.

[00:36:13.23] spk_0:
If you have neither are you better? Starting

[00:36:14.46] spk_1:
with an image and testing that

[00:36:16.43] spk_0:
and then trying

[00:36:17.96] spk_1:
a video and testing that

[00:36:19.42] spk_0:
in place of the image. Mm hmm.

[00:36:21.39] spk_1:
No. Yeah.

[00:36:22.44] spk_0:
And that that’s

[00:36:23.31] spk_1:
actually an interesting question to if you have neither.

[00:36:25.72] spk_0:
I would test the

[00:36:27.08] spk_1:
neither versus an

[00:36:28.51] spk_0:
image. Well, you’ve got that you have your baseline.

[00:36:31.43] spk_1:
You know what neither

[00:36:32.88] spk_0:
has been doing for

[00:36:33.67] spk_1:
you over however months

[00:36:35.58] spk_0:
years. Okay.

[00:36:36.73] spk_1:
So

[00:36:37.27] spk_0:
now you want to do

[00:36:38.31] spk_1:
an adequate

[00:36:39.29] spk_0:
test with enough

[00:36:40.00] spk_1:
clicks

[00:36:41.17] spk_0:
to testing your advice. It

[00:36:44.04] spk_1:
sounds like your advice would be testing

[00:36:45.16] spk_0:
image first

[00:36:46.62] spk_1:
because typically

[00:36:49.23] spk_0:
images pulled better videos,

[00:36:50.62] spk_1:
correct, correct.

[00:36:51.87] spk_0:
Because I’m not asking

[00:36:52.95] spk_1:
you to look at an image. I’m asking you to watch a video, but the image is just there to,

[00:36:58.16] spk_0:
it should have the same

[00:36:59.36] spk_1:
look and feel and

[00:37:00.12] spk_0:
reinforce the sentiment

[00:37:01.72] spk_1:
of what

[00:37:02.24] spk_0:
that donation pages. So

[00:37:04.04] spk_1:
going back to like a rescue mission like it’s going to be an image of

[00:37:08.11] spk_0:
probably someone

[00:37:09.03] spk_1:
receiving services, whether they’re um receiving housing or food or something like that because it

[00:37:14.13] spk_0:
reinforces

[00:37:15.25] spk_1:
what you’re giving to help out

[00:37:17.47] spk_0:
or giving to

[00:37:19.43] spk_1:
eradicate. Mhm.

[00:37:20.63] spk_0:
You

[00:37:20.75] spk_1:
got one more for the donation page. Um Let’s see. I know I was looking at

[00:37:28.62] spk_0:
this is I mean it’s in the same vein

[00:37:30.89] spk_1:
because a lot of these are like really nit picky. But even like testing the hero image

[00:37:34.74] spk_0:
for example,

[00:37:35.73] spk_1:
because we talked about testing

[00:37:36.85] spk_0:
an image versus the

[00:37:37.69] spk_1:
video. If you’re already doing an image, I wouldn’t

[00:37:40.51] spk_0:
test that against video. If you’re

[00:37:42.06] spk_1:
doing a video, I’d test that against the image. But if you have an image, I would test that

[00:37:46.46] spk_0:
against another

[00:37:47.78] spk_1:
image. Um using this rescue mission scenario. If you

[00:37:52.00] spk_0:
test a feeding

[00:38:04.12] spk_1:
offer. So maybe it’s a a man that is homeless and he’s receiving food. Maybe the next image that you test is maybe uh this gentleman um in the

[00:38:04.42] spk_0:
housing he’s sitting on his bed

[00:38:06.00] spk_1:
and so you actually see that what you’re giving is

[00:38:09.17] spk_0:
subconsciously tied

[00:38:10.13] spk_1:
to providing the shelter

[00:38:11.26] spk_0:
versus providing the

[00:38:12.30] spk_1:
food like someone in a cafeteria

[00:38:14.80] spk_0:
that’s eating a meal.

[00:38:24.02] spk_1:
Um So testing different images. If you’re testing like um cancer research or something like that, maybe it’s your showing a cancer patient, which I believe would be more effective than showing the actual research facility. Um But I’m sure that there’s cancer research nonprofits that are showing the

[00:38:32.55] spk_0:
facility on the donation

[00:38:33.81] spk_1:
page and not the

[00:38:34.97] spk_0:
end recipient

[00:38:36.16] spk_1:
who’s the beneficiary

[00:38:37.59] spk_0:
of that research.

[00:38:38.97] spk_1:
Um, so

[00:38:40.11] spk_0:
bringing attention to that

[00:38:41.52] spk_1:
is like, let’s test these images

[00:38:43.20] spk_0:
and see which

[00:38:44.50] spk_1:
one would increase the conversion rates for our

[00:38:47.22] spk_0:
heart donation

[00:38:48.92] spk_1:
page. Okay.

[00:38:50.02] spk_0:
I mean, I

[00:38:50.28] spk_1:
want to flush out something that you

[00:38:51.36] spk_0:
just said sort of in passing. I want to make sure we’re giving people the right advice. You

[00:38:56.45] spk_1:
said, If you have an

[00:38:57.29] spk_0:
image, don’t

[00:38:58.76] spk_1:
test that against the

[00:38:59.53] spk_0:
video, but if you have a video test that

[00:39:04.42] spk_1:
against an image, I would,

[00:39:05.09] spk_0:
that’s what I would say. Yes.

[00:39:07.09] spk_1:
I

[00:39:09.52] spk_0:
say that. Um,

[00:39:10.61] spk_1:
I think also

[00:39:11.46] spk_0:
non province. If they

[00:39:12.57] spk_1:
got the idea to say, oh, we’ve never tested a video. Like

[00:39:16.01] spk_0:
I know he doesn’t recommend it, but let’s

[00:39:17.93] spk_1:
just see if it works then have at it. I wouldn’t recommend it. Um,

[00:39:23.42] spk_0:
so yeah, you

[00:39:24.27] spk_1:
are correct. If you

[00:39:25.28] spk_0:
have an image

[00:39:26.30] spk_1:
tested against the

[00:39:26.96] spk_0:
video, uh, sorry.

[00:39:28.48] spk_1:
If you have a video tested against an image

[00:39:30.64] spk_0:
image. Yeah.

[00:39:31.69] spk_1:
Let’s test it against another image.

[00:39:44.92] spk_0:
Okay. Okay. Let’s move on to email. That’s, that seems ubiquitous. Everybody uses email most likely. Right. Right. Reading my notes. You’re reading

[00:39:51.94] spk_1:
my

[00:39:52.05] spk_0:
notes. Everything you said

[00:40:02.28] spk_1:
is great. And there’s

[00:40:03.56] spk_0:
basics of these,

[00:40:04.52] spk_1:
you know, time of day, day of week. Um,

[00:40:06.64] spk_0:
taking a step back though. Taking a step

[00:40:09.08] spk_1:
back. Um,

[00:40:10.13] spk_0:
when you test email, it’s more important

[00:40:13.35] spk_1:
in my opinion,

[00:40:14.16] spk_0:
like to test, like

[00:40:15.23] spk_1:
what they call, like

[00:40:16.12] spk_0:
the envelope, what’s on

[00:40:17.19] spk_1:
the outside before you actually

[00:40:18.52] spk_0:
test anything within the email. Um, so people have to open it before they can see your email. So to me, the most

[00:40:26.07] spk_1:
important thing is like, what can

[00:40:30.11] spk_0:
we test before people click into that email to get them to open the email? And those would be things like time

[00:40:34.17] spk_1:
of day and day of week. You know, that, that’s,

[00:40:36.20] spk_0:
that’s a twofer

[00:40:37.10] spk_1:
right there. There’s a time of day,

[00:40:54.71] spk_0:
there’s a day of week. So testing different times of day with the exact same emails, same subject line, same pre header, same everything. We’re just testing the time of day. Is that the text you see like some people call it teaser text, text you see in your, in your inbox before you’ve opened the message, correct? Yes.

[00:41:00.36] spk_1:
So you have like your

[00:41:01.55] spk_0:
subject line

[00:41:02.68] spk_1:
and then below that, like if you’re looking on your

[00:41:04.56] spk_0:
phone or even on your desktop Yeah, you’ll see a little bit of text under it

[00:41:07.70] spk_1:
and and that’s called your pre

[00:41:12.01] spk_0:
header. Yes. Um, so you know, I

[00:41:12.53] spk_1:
would look at testing that the

[00:41:13.72] spk_0:
basics time of day to day a week.

[00:41:15.71] spk_1:
You mentioned

[00:41:16.67] spk_0:
one like the sender

[00:41:17.75] spk_1:
name.

[00:41:18.81] spk_0:
So if you’re sending it and it’s like your organization’s name is the center,

[00:41:23.19] spk_1:
which is probably how

[00:41:24.31] spk_0:
most nonprofits send it and there’s nothing

[00:41:26.25] spk_1:
wrong with that. Um,

[00:41:27.51] spk_0:
what if we tested it using a person’s name. Like maybe it’s

[00:41:30.74] spk_1:
the executive

[00:41:31.91] spk_0:
director or ceo of a

[00:41:33.48] spk_1:
nonprofit. Um,

[00:41:34.98] spk_0:
the only thing that I would kind of

[00:41:36.03] spk_1:
caution with that

[00:41:37.31] spk_0:
is

[00:41:38.02] spk_1:
if you tested that

[00:41:40.31] spk_0:
one time, you’ll likely

[00:41:41.25] spk_1:
see a bump because people

[00:41:42.50] spk_0:
aren’t used to seeing it

[00:41:43.52] spk_1:
from that person. And

[00:41:44.63] spk_0:
if they don’t know that person’s

[00:41:45.90] spk_1:
name or even if they do, they’re like, oh, who is this? And

[00:41:48.00] spk_0:
they’ll click on it just because they’re not sure who it’s from.

[00:41:50.57] spk_1:
So I think if

[00:41:51.81] spk_0:
you only tested once you’re probably going to say, oh, it came that we changed the sender name so we’re gonna

[00:41:57.89] spk_1:
always go with the sender

[00:41:59.51] spk_0:
name and that, that may prove

[00:42:00.40] spk_1:
effective for the short

[00:42:01.40] spk_0:
term. You can probably send a

[00:42:02.41] spk_1:
few of them that way and

[00:42:04.13] spk_0:
it’ll be effective, but kind of baselining it over time.

[00:42:07.16] spk_1:
Like I, I don’t know which one will be

[00:42:08.63] spk_0:
more effective for you. I mean,

[00:42:10.18] spk_1:
and I honestly don’t have seen mixed

[00:42:11.95] spk_0:
results on that. Um,

[00:42:13.35] spk_1:
so that is something

[00:42:14.22] spk_0:
that you run multiple tests on over time.

[00:42:16.94] spk_1:
Not just like a one time we’ve made our

[00:42:27.20] spk_0:
decision Ceo or executive director after the person’s name. Yeah. I’m like putting their, not just their name but their title on right. Comma Ceo or comma executive director. That might, you know, that that seems worth testing to me. Yeah, might open, it might get a higher open rate was writing. Okay. Yeah, exactly.

[00:42:42.68] spk_1:
And that would,

[00:42:44.80] spk_0:
um, like that’s almost like a second

[00:42:46.21] spk_1:
level senator name

[00:42:47.26] spk_0:
because just starting out sender

[00:42:48.46] spk_1:
name. Um,

[00:42:49.61] spk_0:
I mean if you’re even the nonprofit’s

[00:42:51.90] spk_1:
name, if you have

[00:42:52.58] spk_0:
the in front of your nonprofit,

[00:42:54.01] spk_1:
like the

[00:42:54.43] spk_0:
Salvation Army, you

[00:42:55.98] spk_1:
know, you can’t test it against the

[00:42:57.04] spk_0:
Salvation Army, you know,

[00:42:58.64] spk_1:
but that would be a further

[00:42:59.95] spk_0:
test. That’s deeper into the center

[00:43:01.27] spk_1:
name. But yeah, the actual

[00:43:02.79] spk_0:
name of the executive director could

[00:43:04.51] spk_1:
be one test versus the

[00:43:06.32] spk_0:
person’s name. Comma

[00:43:08.05] spk_1:
Ceo or

[00:43:08.66] spk_0:
executive director. That

[00:43:11.10] spk_1:
that could be interesting as well. Trying to participate in the

[00:43:12.73] spk_0:
activity here in the conversation.

[00:43:14.33] spk_1:
Trying to hold

[00:43:15.99] spk_0:
up, hold, trying to hold up my side of the conversation. Oh yeah,

[00:43:18.71] spk_1:
no, you’re doing a great job. Yeah.

[00:43:23.25] spk_0:
Yeah.

[00:43:25.70] spk_1:
one thing that I think is, um, a good feature of the test is like if you

[00:43:27.67] spk_0:
are, if your

[00:43:28.49] spk_1:
email includes a

[00:43:30.50] spk_0:
video in it

[00:43:31.60] spk_1:
or a blog

[00:43:32.47] spk_0:
post. I mean you

[00:43:33.47] spk_1:
can’t have a video in

[00:43:34.48] spk_0:
an email, but it’s about maybe a video on your website. Um, and there’s a thumbnail

[00:43:38.58] spk_1:
of the video on your email or a blog post.

[00:43:41.05] spk_0:
Then I would

[00:43:41.68] spk_1:
include, um, like the word video, like in all caps and then like a sub colon or not slowed colon,

[00:43:48.12] spk_0:
like semi colon. And then whatever

[00:43:51.10] spk_1:
the video is, colon.

[00:43:51.57] spk_0:
Yeah. I’m all over the place

[00:43:53.10] spk_1:
with my

[00:43:53.50] spk_0:
grandma, right? That’s what you want to call it. You

[00:43:56.09] spk_1:
know what I’m saying? Yeah.

[00:43:57.38] spk_0:
You’re smarter than me. So you

[00:43:58.58] spk_1:
don’t, you understand that? Yeah. It

[00:44:00.52] spk_0:
took me two tries for video

[00:44:04.22] spk_1:
in all caps, I

[00:44:04.92] spk_0:
see that a lot. Yeah, yeah

[00:44:08.27] spk_1:
or blog

[00:44:09.05] spk_0:
because if you don’t have

[00:44:10.27] spk_1:
video and you just have like a subject line that’s maybe about the video or watch this or something like that. Like

[00:44:16.17] spk_0:
that’s one thing and it may

[00:44:17.36] spk_1:
work for you.

[00:44:18.39] spk_0:
But I think when you have

[00:44:19.33] spk_1:
like whatever that piece of

[00:44:20.44] spk_0:
content is and

[00:44:21.52] spk_1:
call it out and call attention to it now, it’s like, oh, there’s a video in here. Um and I see that first and foremost, I’m not reading like a title, I’m not reading a subject line

[00:44:30.50] spk_0:
per se.

[00:44:31.39] spk_1:
Um I know that when I open this, I’m going to see a video. I know when

[00:44:35.03] spk_0:
I open this, it’s going

[00:44:39.49] spk_1:
to be their blog post and and with this nonprofit like I like their blogs, you know, or I’m interested to see

[00:44:41.92] spk_0:
what they’re talking

[00:44:42.77] spk_1:
about and and so I

[00:44:43.96] spk_0:
know it sets my

[00:44:45.11] spk_1:
expectation

[00:44:46.16] spk_0:
as an email

[00:44:46.91] spk_1:
subscriber of what that

[00:44:48.12] spk_0:
content is.

[00:44:49.10] spk_1:
Um So I go in

[00:44:50.17] spk_0:
there and I’ll open it

[00:44:51.91] spk_1:
up. So I think that’s one thing too that

[00:44:54.39] spk_0:
um could help to sit

[00:44:56.04] spk_1:
down and see if it works for you. Give

[00:44:57.53] spk_0:
Us one more email.

[00:44:59.09] spk_1:
one more would be that pre header that we we we defined

[00:45:02.59] spk_0:
a couple of minutes

[00:45:03.53] spk_1:
ago is testing the language with the pre

[00:45:05.90] spk_0:
header and with this

[00:45:07.10] spk_1:
uh the day and time would be the same. The subject line would be the same, but the pre

[00:45:11.72] spk_0:
header would be

[00:45:14.89] spk_1:
something different and it could be

[00:45:15.49] spk_0:
a call to action.

[00:45:16.54] spk_1:
Um I do recommend that whatever you have in your pre header um and I don’t know the exact

[00:45:21.38] spk_0:
character count

[00:45:22.33] spk_1:
off the top of my head but just make sure that

[00:45:24.60] spk_0:
people can read the

[00:45:25.55] spk_1:
whole pre header um

[00:45:26.93] spk_0:
from whatever

[00:45:28.63] spk_1:
device they’re looking at it on. Um Some, some people may say well

[00:45:34.19] spk_0:
if you don’t include

[00:45:35.09] spk_1:
all of it then it adds

[00:45:35.93] spk_0:
this Mystique and people

[00:45:37.13] spk_1:
will want to open it up to see what it says and

[00:45:39.70] spk_0:
I think there’s some

[00:45:40.72] spk_1:
value to that. Um And I think maybe you can test that as well, but I think in general um that pre editor people should be able to read all of that.

[00:45:48.25] spk_0:
But testing what

[00:45:49.22] spk_1:
that is, whether it’s a call to action or um

[00:45:52.09] spk_0:
if it’s a

[00:45:53.49] spk_1:
video for example, maybe you have the person’s name that’s

[00:45:56.96] spk_0:
in the video. You

[00:45:57.96] spk_1:
know, bob’s testimony about blah blah blah versus

[00:46:01.21] spk_0:
here’s an easter

[00:46:02.30] spk_1:
message from blah blah

[00:46:04.02] spk_0:
blah.

[00:46:08.18] spk_1:
Okay, how about the,

[00:46:10.58] spk_0:
well it’s either search engine marketing or facebook

[00:46:12.94] spk_1:
ads.

[00:46:14.38] spk_0:
I’m pretty down on facebook,

[00:46:15.73] spk_1:
but I guess people are still doing

[00:46:16.86] spk_0:
a lot of facebook ads so we’ll ignore the

[00:46:20.63] spk_1:
the the hosts. Uh

[00:46:22.49] spk_0:
Predilection against

[00:46:24.21] spk_1:
facebook and

[00:46:27.78] spk_0:
let’s talk about facebook ads. Yeah

[00:46:28.17] spk_1:
facebook ads let me pull up

[00:46:30.57] spk_0:
my list here

[00:46:31.51] spk_1:
because I had a lot to say about that

[00:46:33.91] spk_0:
and actually like

[00:46:34.64] spk_1:
facebook ads is like one of those things where there’s

[00:46:38.88] spk_0:
I mean I

[00:46:39.37] spk_1:
could probably do 50 tests with

[00:46:41.00] spk_0:
facebook ads. There’s so many different

[00:46:42.31] spk_1:
things that you can test. Um,

[00:46:44.18] spk_0:
but for the sake

[00:46:45.53] spk_1:
of like maybe time and and quality

[00:46:47.60] spk_0:
of continent, what we

[00:46:48.73] spk_1:
talked about here. One thing that I do want to

[00:46:51.06] spk_0:
put out their first and

[00:46:52.11] spk_1:
foremost is

[00:46:53.25] spk_0:
testing

[00:46:54.58] spk_1:
um, link short ners within the ad copy. Um, so let’s take a step back and talk about kind of the anatomy of a facebook ad. Um and what I’m gonna talk about is more like the news

[00:47:05.77] spk_0:
feed ads. So if

[00:47:06.99] spk_1:
you’re on a desktop or on your

[00:47:09.07] spk_0:
smartphone and

[00:47:10.58] spk_1:
you’re just scrolling

[00:47:11.17] spk_0:
and you’re seeing what your friends

[00:47:12.24] spk_1:
post and then there will be an ad, they’re just kind of in your newsfeed. So newsfeed

[00:47:15.98] spk_0:
add the

[00:47:16.78] spk_1:
anatomy of it is you have like um text, which will be like your description and then you have the image below that and then you have a headline below that with a button that you can make me a

[00:47:26.77] spk_0:
donate button.

[00:47:30.88] spk_1:
Um, so one of the things that I would have nonprofits

[00:47:31.94] spk_0:
tests first and

[00:47:32.71] spk_1:
foremost is with the net description, which is that first

[00:47:35.56] spk_0:
block of content

[00:47:36.66] spk_1:
above the image where you’re writing that includes your ad copy

[00:47:41.08] spk_0:
is

[00:47:41.48] spk_1:
that you include a call to action with a

[00:47:44.26] spk_0:
link shorter at the

[00:47:45.43] spk_1:
end of your copy. Um for example, um,

[00:47:49.61] spk_0:
March is such

[00:47:50.84] spk_1:
and such awareness month here at

[00:47:52.44] spk_0:
X. Nonprofit.

[00:47:53.53] spk_1:
You know, we really believe X.

[00:47:54.75] spk_0:
Y. And Z. You

[00:47:55.88] spk_1:
can make a difference today. Um uh

[00:47:58.88] spk_0:
by donating

[00:48:02.37] spk_1:
$50. I don’t know, it’s very general um text or what

[00:48:03.57] spk_0:
I’m saying. Uh

[00:48:04.62] spk_1:
and then under that you have like make your gift here and then you have like a link shortening which

[00:48:09.67] spk_0:
would be like Bentley, B. I.

[00:48:10.90] spk_1:
T. Dot L. Y. You know, you can take a U. R. L. From your donation page, go to Bentley and it

[00:48:17.14] spk_0:
will compress it

[00:48:18.61] spk_1:
into less characters for your U. R.

[00:48:21.21] spk_0:
L. But

[00:48:22.48] spk_1:
include that within your um the description copy of your facebook ad. Um and the reason that I recommend that is

[00:48:29.75] spk_0:
Number one I’ve seen at work,

[00:48:31.10] spk_1:
you get a higher conversion rate but just thinking about the flow of a facebook ad. Like you’re reading the

[00:48:36.50] spk_0:
copy and

[00:48:43.57] spk_1:
let’s talk about the flow. If you don’t include this piece, you’re reading the copy and then you see the image or video and then you see a call to action

[00:48:46.10] spk_0:
and then over to the right

[00:48:47.14] spk_1:
of that call to action is a

[00:48:48.09] spk_0:
button. So

[00:48:49.27] spk_1:
what we’re doing with this

[00:48:50.07] spk_0:
essentially is bringing

[00:48:51.13] spk_1:
that call to action

[00:48:52.77] spk_0:
up

[00:48:53.11] spk_1:
quicker. Um, and eliminating

[00:48:55.39] spk_0:
some distractions to

[00:48:56.35] spk_1:
a degree. So I’m reading

[00:48:57.52] spk_0:
this wonderful

[00:48:58.51] spk_1:
ad copy that was written by this nonprofit

[00:49:00.75] spk_0:
and then they’re telling me

[00:49:01.75] spk_1:
what that next step is right here and there

[00:49:03.94] spk_0:
as opposed to

[00:49:04.77] spk_1:
like okay I have to watch this video or taking this

[00:49:07.40] spk_0:
image and I have to read this headline

[00:49:09.28] spk_1:
and then I have to click on this button

[00:49:11.67] spk_0:
so you’re you’re

[00:49:11.93] spk_1:
making that decision making process happen quicker. Um because

[00:49:16.12] spk_0:
by the time I read your

[00:49:16.91] spk_1:
copy I made tune out your image and the call to action in the button and I’m scrolling to the

[00:49:20.97] spk_0:
next piece of content

[00:49:22.51] spk_1:
so it just

[00:49:23.15] spk_0:
inserts that call to

[00:49:24.07] spk_1:
action a little bit earlier.

[00:49:25.28] spk_0:
So I would say

[00:49:30.47] spk_1:
test that out, see if that works. How about um what else? Facebook.

[00:49:32.00] spk_0:
Okay yep. So what else um

[00:49:33.84] spk_1:
I would test image overlays. So what I mean by that is like a

[00:49:38.77] spk_0:
text overlay.

[00:49:39.68] spk_1:
Um It used to be where with facebook you can only have a certain

[00:49:42.72] spk_0:
percent of

[00:49:43.74] spk_1:
your image and a image

[00:49:45.97] spk_0:
at be covered

[00:49:46.65] spk_1:
with text, but now you can put text all

[00:49:48.98] spk_0:
over it if you want to.

[00:49:50.24] spk_1:
So what I would recommend is like

[00:49:52.03] spk_0:
testing the image by

[00:49:53.48] spk_1:
itself. So let’s

[00:49:54.59] spk_0:
say it’s uh animal

[00:49:56.40] spk_1:
shelter and it’s just this picture

[00:49:58.22] spk_0:
of any animal, it could

[00:50:00.10] spk_1:
be a happy animal sat

[00:50:01.31] spk_0:
animal or whatever,

[00:50:02.48] spk_1:
but then you have a b version of the add

[00:50:04.84] spk_0:
and everything else is the same except the

[00:50:06.63] spk_1:
image. But

[00:50:10.86] spk_0:
over the image you actually have some text overlay that’s saying you know

[00:50:11.46] spk_1:
$50

[00:50:12.58] spk_0:
Or $10 a month

[00:50:13.93] spk_1:
can help save X.

[00:50:15.31] spk_0:
Animals X. Amount of animals. Um But

[00:50:18.54] spk_1:
seeing if that makes a difference.

[00:50:19.81] spk_0:
And honestly I’ve seen where in some cases it has, in some cases it has, you know, so that this is certainly one of those

[00:50:26.79] spk_1:
things where I’m like, I’ve

[00:50:27.82] spk_0:
usually see this happen, but I’ve seen mixed results with this. So I think non probably have to see what works for them.

[00:50:33.86] spk_1:
Okay,

[00:50:42.16] spk_0:
leave us with one more facebook made. You make your top one of what’s left. Yeah. What’s left is testing your audiences. So

[00:50:46.11] spk_1:
not even what the people

[00:50:47.35] spk_0:
see, but behind the scenes and facebook, whenever you’re

[00:50:50.21] spk_1:
building the ads,

[00:51:09.16] spk_0:
your audiences are so important. And I would test against your audiences and even within that I would break them into a few different audiences and won, I would take my email file of my donors and I would upload them into facebook and target them with ads separately from everybody else. Um, and then I would also target by

[00:51:11.58] spk_1:
age, I would have everything

[00:51:16.96] spk_0:
be the same except I would target different age groups because some

[00:51:17.28] spk_1:
nonprofits say,

[00:51:18.37] spk_0:
hey, we want to

[00:51:19.29] spk_1:
target ages 18

[00:51:20.53] spk_0:
and up because everybody, if they have money we want them to give. But that’s not always being

[00:51:25.01] spk_1:
a good steward of your ad

[00:51:36.56] spk_0:
budgets. So tests like 50 year old plus and then test maybe 35 to 49 see which one of those ad groups has a higher conversion rate because a lot of times when I talk to non profits, they

[00:51:38.51] spk_1:
have no idea

[00:51:39.71] spk_0:
what the age group is of people that donate to them on facebook. So I’m like we can find this out if we test

[00:51:45.35] spk_1:
enough, we’ll know that this

[00:51:46.51] spk_0:
is the age group that has a higher propensity to donate. Um So those are ways that you

[00:51:50.33] spk_1:
can test the audiences on the back

[00:52:00.45] spk_0:
end of it, you mentioned earlier that you have 100 ways to test. Is that something you said? I think you said it was on your website. Um it is, it’s you have to be a member of fundraisers unite

[00:52:04.38] spk_1:
to have

[00:52:05.07] spk_0:
access to that. Yeah, but it is

[00:52:07.37] spk_1:
available but

[00:52:07.99] spk_0:
yeah, just throw it dot com after that. So fundraisers unite dot com. Um and this is an online community uh subscription program for digital fundraisers. So there’s a lot of templates and trainings

[00:52:20.57] spk_1:
and tip sheets and

[00:52:21.77] spk_0:
resources that they

[00:52:22.87] spk_1:
offer to my

[00:52:24.75] spk_0:
audience. Thank you very much, jeremy hazelwood

[00:52:59.75] spk_1:
digital fundraiser. Next week we’ll take a break from 22. NTC with Don Gatewood on mentoring. If you missed any part of this week’s show, I beseech you find it at tony-martignetti dot com. We’re sponsored

[00:53:00.33] spk_0:
by turn to

[00:53:00.90] spk_1:
communications pr and content for

[00:53:03.30] spk_0:
nonprofits. Your story

[00:53:58.25] spk_1:
is their mission turn hyphen two dot c o. And by 4th dimension Technologies IT Infra in a box. The affordable tech solution for nonprofits. tony-dot-M.A.-slash-Pursuant four D. Just like three D. But they go one dimension deeper. 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 Steiner. Yes, thank you for that. Affirmation, scotty Be with me next week for nonprofit radio big nonprofit ideas for the other 95%. Go out and be great. Mm hmm.

Nonprofit Radio for May 9, 2022: Using COPE To Keep Your Website Fresh

 

Katelyn Gerber & Rachel Kribbs: Using COPE To Keep Your Website Fresh
Create Once, Publish Everywhere. User friendly COPE workflows and principles will efficiently keep your website content up-to-date. Explaining how are Katelyn Gerber and Rachel Kribbs, both from FORM. (This is part of our coverage of the 2022 Nonprofit Technology Conference, hosted by NTEN.)

 

 

 

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[00:01:58.54] spk_0:
mm hmm. Hello and welcome to tony-martignetti non profit radio Big nonprofit 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 hit with a Nicaea if you nailed me with the idea that you missed this week’s show. Using Cope to keep your website fresh, create once published everywhere. User friendly cope workflows and principles will efficiently keep your website content up to date explaining how are Caitlin Gerber and Rachel cribs both from form. This is part of our coverage of the 2022 nonprofit technology conference hosted by N 10 On Tony’s take two please share. We’re sponsored by turn to communications pr and content for nonprofits. Your story is their mission turn hyphen two dot c o. And by 4th dimension technologies I thi infra in a box The affordable tech solution for nonprofits tony-dot-M.A.-slash-Pursuant four D. Just like three D. But they go one dimension deeper here is using Cope to keep your website fresh. Welcome to Tony-Martignetti non profit radio coverage of 22 NTC. You know what that is The 2022 Nonprofit Technology Conference. Our coverage continues with Caitlin Gerber and Rachel Cribs Caitlin is director of operations at form and Rachel cribs is account executive at form Caitlin Rachel Welcome to nonprofit radio

[00:02:06.04] spk_1:
thank you. Thanks for having us. It’s

[00:02:10.84] spk_0:
a pleasure to have both of you. Your

[00:02:11.86] spk_1:
session

[00:02:21.54] spk_0:
topic is using Cope principles to keep your website fresh. Well we’ll get into what Cope is all about um Who wants to explain what Form is all

[00:02:58.14] spk_1:
about Caitlin? I can take that one Caitlin Caitlin has been here longer than I have, but I have the the the elevator speech down. So form is a we are a digital first creative group. Um and we only work with a non profit organization, so we are based in Cleveland Ohio, but we work with nonprofits in every corner of the sector um all over the country. And we, our mission is to help nonprofits connect with their patrons um and do more work and do it better and reach more people. We do that through website creation, we do print digital marketing campaigns, um Digital interactive. So anything digital first, we provide those services for non profit works. Um And I come from about 11 years of nonprofit admin before joining the team. So that’s kind of the perspective that I bring to the group.

[00:03:31.14] spk_0:
Alright, very concise. Thank you. You do have to have it down. Your right. Absolutely. All right. Um then Kaitlin, let’s go to you what what Cope Principles give us an overview of of Cope and and how this is valuable for nonprofits.

[00:04:03.34] spk_2:
Yeah, so it’s one of those acronyms that we can add to the acronym jar. So it stands for create once publish everywhere. And the whole idea is really to work smarter, not harder. Um So when you’re creating website content, you want to create it only one time, but show it in multiple different places. Um So it cuts down on kind of retyping the same things or having to keep different pages updated and keep track of all of that and really tries to simplify your workload um when it comes to creating your content on the web um and making it as easy for you to keep track of and keep updated on an ongoing basis,

[00:04:16.34] spk_0:
is it something different than just simple repurposing?

[00:04:33.84] spk_2:
So it really comes down to how your website is set up. So it’s kind of a whole ideology of how you enter content into your content management system for your website. Um So it is kind of a records based approach. Um So rather than creating individual pages and copy and pasting that content, um you really are only entering at one time um into a form and then your website is displaying that content in multiple different places, even though it only exists one place in your content management system.

[00:04:54.60] spk_0:
So

[00:04:56.34] spk_1:
yeah, the the

[00:04:57.67] spk_0:
more sophisticated than my simple minded repurpose,

[00:05:01.21] spk_1:
the end, the end result is that content is repurposed repurposed and there are all kinds of benefits to doing that. But the way to get it repurposed is a lot easier and more effective and efficient on the back end.

[00:05:14.54] spk_0:
Okay, so let’s stick with you Rachel, what did you talk in your summary of the session about Coppola workflows, what is this, what does this start to look like.

[00:06:51.04] spk_1:
So basically you’re ideally the content management system. So the, the thing that the nonprofit organization would see on the back end in order to publish information on the front end of their website. So your content management system, you know, examples of this are WordPress, it’s probably the most popular one. Um, Drew Apple Squarespace and Wix. These are all content management systems. So in the C. M. S, uh, there are a series of forms ideally so that you are entering information about certain types of content that may change frequently. Um We call this dynamic content like event listings, blog posts, news articles, these types of things that are going to change frequently. You would enter into a form fields, uh, you know, date, start time and time. When do I turn this off? What’s the body, what images do you want? Um, into this form based system in your CMS. And then you select where it’s displayed on the, on the front end to your users. So that’s why we call it a workflow. It’s really um about the cope refers to the system that the content creator is using to get this information out. Um sounds really dry and boring, but the end result means, I mean literally an exponential amount of time saved for nonprofit admins and having been a nonprofit admin. I understand, you know, time is of the essence and and also it avoids um, broken links, errors, typos because, you know, you’re entering all this really detailed information multiple times. Um but that’s why we call it a workflow because that’s really what it’s all about.

[00:07:17.74] spk_0:
And how does someone create this? How does someone create the document that is linked? That is part of your, your content management system that is then going to distribute this, how does this all get made? So for people who aren’t working for form or working with form, how do they implement

[00:08:03.24] spk_2:
this? So the first step is to really identify types of content on your site that work well with this type of workflow and what we mean by that are things that um typically have a similar format on your site. So Rachel mentioned things like events. Um so date based things are really great um because that allows uh, your system to automatically hide those things for you um when the date passes. Um, so date based type things are really good things like fundraising events, um, community events, if you’re an arts organization, um, things like exhibitions or performances, um, those are great types of content to consider using this form.

[00:08:07.34] spk_1:
Um

[00:08:28.54] spk_2:
also things like blogs, news, um kind of the usual suspects there in terms of content that’s created in a kind of standardized way, um and things like your program services, location, staff, um, things that you can easily imagine, you know, I can enter all this information into a form because it all kind of follows the same format. Um so the first step is really identifying what types of these things do you have on your website? Um Almost every nonprofit has events, um Almost everyone has staph or programs, things like that. And so really uh

[00:08:44.42] spk_1:
taking

[00:10:04.04] spk_2:
stock of what types of content you have on your site. Um and then really mapping kind of how those relate to each other. So on your program page you might want to also display news about that program. You might want to also display who you should get in touch with if you have questions about that program um or events that relate to that program and really kind of creating this map of kind of how your content can and should relate to each other. Um and then really assessing, you know, are you already entering this content in this way or are you entering it one page at a time copying and pasting it over um and kind of taking stock of that. And then really it comes down to kind of how savvy you as an individual are um with content management systems. Uh it might be a thing where you feel really comfortable in WordPress and installing plug ins and you can get these things set up yourself, um more often you’re probably going to be working with whoever you use um to work on your website, um and saying, hey, these are the types of things that we would like to modify to be cope friendly. Um and web developers will know what that means. Um they will understand that, that terminology, um they will understand what you mean by hey we want to make this a plug in um and kind of working with them to update that. Um The best time to consider this really is if you’re doing a website redesign you can certainly update your existing website, but it’s definitely easiest if you’re thinking about embarking on building a new website in the next year or two years, if that’s in the plan, um start taking stock of these types of content and mapping them to each other. So that way when you are

[00:10:30.51] spk_1:
selecting

[00:10:43.54] spk_2:
a vendor or working with your existing vendor from scratch, um you have your arms with its information and arms with these requests. Um so that way it can be built right kind of from the, from the start. Um and really just make sure that you’re maintaining that. So if you as an organization do decide to add a blog, for example, um make sure that when that’s added to your site added in a friendly way. Um so that way you’re kind of future proofing your content. Um but really the first step is to take stock, where are you, where are you at now? Um and then you can decide how you want to proceed

[00:11:09.14] spk_1:
from there.

[00:12:22.34] spk_0:
It’s time for a break, turn to communications, the content creation and the content management, you see now how they work together. Turn to can help you make the content right? The content, deliver it and deliver it to the audiences that you’re trying to reach, then you also need to manage it right? You want to keep it public on your own sites, so you’re getting it out through media channels, that’s the ideal. And that’s what turn to does. But then you got your own sites to that’s the earned versus the owned media. So where you own the site, whether it’s a blog or uh, maybe it’s a podcast or, you know, just your website, it’s all got to be managed. So it’s findable. The content creation, content management turn to communications turn hyphen two dot c o. Now, back to using cope to keep your website fresh, Rachel anything you want to add to the to that.

[00:12:47.14] spk_1:
Yeah, I think just the the short, the The point is, uh you mostly have to work within your content management system, involve your web developer. WordPress, scruple those are really popular content management systems. Um there’s another one called final site that a lot of K-12 schools use these are all they all support cope. Um I know on WordPress and ripple, you could do some googling online to figure out exactly how to do that. But it does get technical and as Caitlyn mentioned relying on third party plug ins. But if you’re not the developers, you mentioned doing that kind of content mapping. Thinking about how your website, visitors might want to see information or what’s going to be most informative to them is an important step you can take even if you don’t have that technical skill.

[00:13:17.04] spk_0:
Okay. I mean it’s imagine it’s hard for me to imagine a nonprofit not working with form, but I like to have listeners understand, you know, how they can, how they can proceed on their own. Alright, so

[00:13:23.67] spk_1:
any

[00:13:36.44] spk_0:
web developer, anybody works in WordPress or drew people is gonna know or you mentioned square to, you know, is gonna know what cope Cope is and Cope friendly principles are okay, Okay. Yeah, this

[00:14:00.94] spk_2:
is in a brand new concept. I think that the term was first coined about a decade ago. Um, and it’s just gained popularity because as Rachel mentioned, non profit admins are busy people, they have a million things that they have to do. Um, and entering the same content for their website six times is not among the priority list. Um, so this, this is really kind of taken taken off and become a very familiar term in the industry

[00:14:43.44] spk_0:
and I was concerned when, when I selected this because on nonprofit radio have jargon jail, but you both have been very good about explaining terms, you know, con CMS, not just throwing out CMS content management system Rachel, you were very clear about that. So, but, but I’m uh, I’m very sensitive, you know, I’m, I’m, my, my antennae are up but you’ve been very good so far. So no jargon jail transgressions. You’re, you’re succeeding. Lots of people trying, you’re, you’re succeeding. Um, you talked a little too about building consensus and and buy in around new new workflows that I get that I guess are gonna be cope, uh, helpful friendly. What does that, what does that look like trying to get like leadership by in what are we talking about there? Who don’t know who wants to take this?

[00:16:15.54] spk_1:
I can take this one Caitlin if that’s all right. Um, since I talked about this in the, in the, the webinar to really cope benefits. I mean, it sounds so dry and boring, right? Like if you go to leadership at the nonprofit and it’s not about like here. So I’m gonna bring in the next million dollar gift, It’s like, okay, please don’t bother me. But really, this not only benefits your organization and saves time. So there’s a clear, um, kind of business outcome. You can save a lot of resources and your folks can focus on more of that fundraising or helping their constituents by using this system. Um, but it has a huge benefits for the website, users to, So, okay, maybe this isn’t a direct, um, fundraising tactic, but if the end result is a more enjoyable user experience on your website, that really, really goes a long way. And I think nonprofits, um, like I said, having worked for several and just what I’ve observed, tend to think that if people are coming to my website, they care enough about my organization to find what they need. No matter how much digging it takes. And really that’s becoming less and less the case. If someone’s frustrated, confused, they can’t find something easily, You’re going to lose them, you may lose their support, they may lose interest in you. So we have to make sure that our website visitors are having a really positive experience. So in order to get buy in from the organization, those are sort of the two angles I take. This is good for us. This is good for our constituents. But

[00:16:21.67] spk_0:
before you start to get to buy it, why is it better for website visitors? What, what, what difference does it make for them?

[00:17:23.04] spk_1:
Yeah. So a couple of things, um, it makes your website more engaging. So let’s say you’re browsing a nonprofit that you’re, you’re not familiar with. And you see an interesting article, let’s say. Um, the first thing is maybe it links at the bottom two other articles from that bank of articles you have that are related to this topic. So they might see that and then go down this rabbit hole and it’s kind of how you get on like a Wikipedia rabbit hole, you start clicking on the links inside and going down these other things. So that’s kind of, the idea is you can have related information to the page that they’re on and it’s going to create a more engaging website experience. Um, we like to say it avoids dead ends where a website is, there’s clicking through, they get to a page and then there’s really no obvious place for them to go next. We don’t want that to happen. Um, it also makes it more informative. So as the example, Caitlyn mentioned, um, if someone is seeking out service of yours and they’re on your, your services page and they’re looking at something. Uh, if you have information from like your staff database pulled right into that page of like, here’s the person you contact you about questions, then it’s all right there. They don’t have to then go digging through your contact form trying to figure out who to get in touch with if they have a follow up question. Um, so it makes it more informative, more engaging. Um,

[00:17:53.54] spk_0:
more relevant. It sounds like a page has more relevant. You’re saying a page would have a contact person not just go to our general contact page and try to try to sort through. Yeah. Okay.

[00:18:37.94] spk_1:
Yeah. And the last thing I mentioned, the last thing I’ll mention about that too is we’ve seen nonprofits air on the side of not including this kind of information at all. So out of fear of having to make sure they remember to take down an event when it’s past or avoid having to manually update all of these things. They’ll just leave blogs off of their website. They’ll leave events off of their website and then that is really irrelevant. I mean, you know, that’s what people go to like find this up to date information. They want to see that you’re doing things they want to read about you. So the alternative is not a good one too. Just not include this kind of dynamic information on your website. Makes it stale. Um, not helpful. Not informative. No. That’s another reason

[00:18:59.24] spk_0:
that what you’re describing now is the tail wagging the dog. You’re, you’re, you’re unsophisticated content management regimen. Not, you’re not necessarily the system, but the way you’re using it is, uh, is preventing you from putting relevant content on your site. That’s, that’s antithetical to what the whole purpose of a content management system.

[00:19:06.74] spk_2:
And I think we’ve all been to nonprofit websites that

[00:19:11.14] spk_1:
still

[00:19:11.49] spk_2:
have their event from six months ago on the home page. And that, that doesn’t have a lot of trust with your organization. Just I

[00:19:20.03] spk_0:
think just a week old, you know, oh, this is coming up. Oh no, it was last

[00:19:29.74] spk_2:
night. No, never mind. Uh, yeah. And it just immediately creates like a, what’s going on over there. Right?

[00:22:46.04] spk_0:
Just write it all contributes. Like Rachel’s suggesting it all contributes to an overall feeling that a donor a potential donor has. You know, it’s just see something stale on the website. I mean, this is 2022, you know that shouldn’t We’re not in 1996 websites where you know everything is done by by single keystrokes anymore. It’s time for a break. Fourth dimension technologies. Their I. T. Solution is I. T. Infra in a box. It’s budget friendly and holistic. It’s the it’s the buffet of I. T. Solutions because you take what you need and leave the rest behind. So as you’re browsing the buffet, walking through the line, you’ve got your tray sliding along on the on the silver rails. You can choose from I. T. Assessment. Yeah, I’d like a dish of that multi factor authentication comes in a small bowl just perfect. I’ll take one of those other security cost analysis help desk. Hmm that looks like a good dessert. I’ll take that along as well And there’s more in the buffet that you can choose from. So as you’re going along with your tray you choose what’s right for your I. T. Situation for your budget. Fourth dimension technologies. tony-dot-M.A.-slash-Pursuant Just like three D. But they go one dimension deeper. It’s time for Tony’s take two. Please share non profit radio I grew up with share share. That’s fair. Well not not exactly the sharing we’re talking about. That’s two brothers fighting over the same Tonka truck. They used to be metal back then but that’s a bit of a digression. non profit radio is it helping you? It’s your I I presume it is. Otherwise you wouldn’t be listening to me. So it’s helping you. Who else can it help that you know within your networks, your sphere of influence, somebody else who works at a nonprofit, somebody who works at your same non profit a board member, Maybe it’s a board member to your non profit you’d like them to have the savvy ideas, but but then you’re gonna give away your source of savvy ideas. So maybe that’s not such a good idea, board members and other nonprofits. Okay, so who do you know I’d be grateful if you would share the word of tony-martignetti non profit radio so that more folks can learn and benefit the way you are. Make it makes perfect sense. Right? So in that respect actually share share that’s fair is appropriate. So if you can share non profit radio with someone else. I would be grateful. Thanks very much. That is Tony’s take two. We’ve got barely a butt load more time for using cope to keep your website fresh with Caitlin Gerber and Rachel cribs. All right, so I made you digress, Rachel we were talking about but I remember to go back, I I usually remember to go back to your your suffering a lackluster host but not not not untraceable, just lackluster. So you’re always talking about getting getting buy in on these uh on workflows adopting these new workflows

[00:23:04.54] spk_1:
you know

[00:23:05.85] spk_0:
to remind us to rationales good good for your constituents your website visitors, and then also good internally because you’re you’re saying exponential time savings,

[00:23:42.84] spk_1:
yes, it’s an exponential time saver. So hopefully the argument that this is really good for the people we are serving is enough. But if it’s not, you can also make the time saving argument. Um It also ensures it helps you ensure accessibility and a. D. A compliance um more efficiently on your website, which is, you know, usually that gets everyone’s attention. Um But again, that should be because it benefits your constituents, but this is because you can set up those forms in a way that, you know, the way that you’re putting the information in is always going to appear in an accessible way. Um Not only in terms of design aesthetic. So we’re talking about um you know, the type faces that you’re using some of the formatting things you can preset in this scope workflow. So every time it appears it’s meeting its compliant to that. Um But it also appeals to

[00:24:12.64] spk_0:
across your many pages. That’s another thing that it’s just a general again, just a general feeling of

[00:24:16.04] spk_1:
web

[00:24:16.39] spk_0:
web visitors, you know, that that’s a that looks like the headline on the other page was so much bigger and it was blue and this one is smaller and it’s red. Okay. And

[00:25:04.34] spk_1:
those design choices ideally should be made very carefully to make sure that it not only looks good but it’s it’s appealing to folks that may have different disabilities, visual impairments. Um even it even appeals to um neurodivergent learners so cope setting up cope on your website. This is kind of getting back to the benefit to the users so I promise I will get back to the organization. Um but it’s a good point is that it appeals to we say multiple browsing styles as I mentioned in the webinar. So you might you know Tony you might get two events on a certain web page by following a certain workflow that feels natural to you but Caitlin might find it differently and this kind of allows you to follow any of those

[00:25:08.20] spk_0:
pathways.

[00:25:09.64] spk_1:
You’re

[00:25:11.80] spk_0:
not doing it my way because I’m center. So if you’re not doing it my way,

[00:25:16.78] spk_2:
tony

[00:25:20.27] spk_0:
you’re shattering my reality, shattering my subjective reality. So please

[00:26:29.24] spk_1:
I would I would push back because Caitlin is like the most logical person I know, so I’m sure hers would be very direct but it appeals to that neuro diversity which again just gets back to um being more compliant and inclusive on your website which is going to to promote a sense of inclusivity of your brand, your organization. But um the last so that that A. D. A compliance is usually a strong case um to make with senior leadership and other members of your internal organization um and another big one is that it improves your search engine optimization results so um when folks are searching for different things on your website, if google suspects a sense of of structure to your content, um, it’s going to prioritize that in your S C. O. Um and also if you have the same piece of content, like a news article that pops up in multiple places, it’s also slightly more likely to appear, appear higher. So when people are asking, how can we improve our sc Oh, this is one really great way to be able to do that. So those are kind of a big the big benefits

[00:26:31.01] spk_0:
benefits the advantages. Okay, okay. Um you said it’s interesting if google senses a structure

[00:26:40.14] spk_1:
mm hmm,

[00:26:43.64] spk_0:
it can it can suss out a better organized versus less well

[00:26:47.41] spk_1:
organized

[00:26:48.74] spk_0:
web website.

[00:26:50.64] spk_1:
Google is essentially being google is very all knowing. Sorry, Caitlin, go ahead.

[00:27:34.34] spk_2:
No, it definitely, it definitely can. So it can tell if there are pages that are related to each other. So it is a bot that crawls around your website and if you’re making it easy for it to do that by relating things to each other, that makes sense. Um it is going to reward you for that. Um and as Rachel mentioned earlier, having things in the appropriate uh, aesthetics, but it is also kind of the underlying code, um, making sure you have a header on every page, making sure you have a description captions for photos relevant, links, things like that. Um it rewards that as well because it can tell that your content is broken up that it’s been thought through. Um, and it rewards those types of behaviors. Um, and so having a system that kind of enforces that for you. Um, really goes a long way. We’ve all seen pages that are kind of just walls of text with uh, you know, scattered headings and things like that. Um, google,

[00:27:57.54] spk_1:
I can tell

[00:27:57.97] spk_2:
that that is scattered. Um, and so you want to make sure things are structured as possible. Um, and using this workflow really goes a long way to achieving that structure that google is going to report.

[00:28:10.74] spk_1:
If you took away all the aesthetics from a website that’s designed this way, you would see a very thoughtfully, um, a very intentional like network and a web and that’s actually like internally how we design our sights as we start with those, those wire frames first and just these literal diagrams and so that’s kind of what google can see through versus like if you’re creating a website that reads more like a book of just like information, information, information, you want to think of it more as an interconnected web of information. And that’s, that’s what google is going to like better, that’s really what’s easier to browse from a user perspective, but kind of what Caitlin’s getting at with stu

[00:28:51.44] spk_0:
what else should we know

[00:28:52.25] spk_1:
about Cope,

[00:28:54.74] spk_0:
that you shared and don’t hold back on the nonprofit radio listeners, but

[00:28:59.38] spk_1:
what else

[00:28:59.67] spk_0:
did you share in your session?

[00:30:07.24] spk_1:
Um, I think that, I mean, what I would say again coming from the former non profit admin spaces don’t underestimate the importance of doing this kind of research when you’re coming up with a new web solution. Don’t just look for a website that is going to look really good, but it has to have some underlying structure make your job easier. Um, make your website visitors have a more enjoyable experience. It’s really, really, really critically important. And, and we think that, uh, lots of other people do too, that having a cope workflow and Cope systems is key to that. Um, we in, in other conversations Caitlin, I’ve had and you’ve maybe heard this before. Non profits are now calling their websites their digital front door, especially during covid. This is maybe the only way for one of the few ways we have to establish touchpoints with our constituents donors, you know, clients, patrons that were working with. Um, so I think that nonprofits should start investing the time in thinking as carefully about it as they do their brick and mortar organizations. Um, so, so Cope, we think is a really important part of that, of that structure

[00:30:12.24] spk_0:
Caitlyn. Can you remember any questions that you got that were significant?

[00:31:53.34] spk_2:
Yeah, I think, uh, people are always scared of how do I start like, okay, I want to do this. How do I even start doing this. Um, and I think not being afraid to just take that first step of just seeing where you are because you might be surprised, you might find that a lot of your content already is in this workflow and you’re doing a good job um and you might just need to make a few tweaks um so I think people hear this and think oh my God, I’m gonna have to start from scratch, um and if you’re using a common content management system, that’s probably not the case, um you’re probably already somewhat there. Um and so I think doing this assessment can really help people feel better um and feel more equipped with that knowledge. I think it sounds scary because it is an acronym and it is web development um and it can be this very technical thing. Um and so I think that where do I start is the question that we get the most. Um and it really is start with a scene where you’re at um and I think you’ll feel a lot better um and I think to uh you know, it’s working with the right people um so oftentimes uh find a partner that will work with you on this um and make your life easier and they’ll understand um so I think it’s all about finding those right partnerships um to kind of help bring this, bring this to life um but start somewhere that’s the biggest thing is don’t be intimidated by it, um don’t be scared of it because it’s technical um kind of take that first step and just see where you are.

[00:31:59.44] spk_0:
tony

[00:32:40.94] spk_1:
Can I add one other thing to that? Um, in terms of where to start, you know, start with one example, start with one place where you decided, okay, these two pieces of content relate, let’s have them appear on each other’s pages or connect in some way and the place to start might be um, you know, if you listen to, if you listen to your audiences or your constituents, maybe like what’s the question you’re always getting that you’re like, this is on the website. Why are people not finding it on the website? Maybe adopting a Cope mindset could be the solution to mitigating some of those questions and that might indicate where to start with setting up some of these structures and see how that works. So you don’t have to create this whole interconnected web all at one time. Maybe just start with one connection and build from there.

[00:32:57.34] spk_0:
Okay, excellent. Yeah, consistent with what Caitlin said, you know, don’t be intimidated its scope. You know, it’s cope, it’s it’s not, it’s not like, you know, some abstruse acronym create once, publish everywhere. It’s friendly. You can cope

[00:33:06.74] spk_1:
with popularized. We can cope with Cope, It was popularized by NPR what’s more friendly than NPR so we know that this is yeah, the about a decade ago, I think that’s where the term became popularized, um,

[00:33:17.07] spk_0:
executed it on their, to

[00:33:36.04] spk_1:
be honest with you. I’m not sure why it was popularized, but I know that it was kind of at a time when okay websites are becoming next level content creators have to start getting more savvy with how we’re pushing information out. Um, I think it had to do more with timing than this is necessarily something that they had adopted.

[00:33:46.94] spk_0:
That was like the 2008, If I have the timing right? You know, like making websites more sophisticated, much more user friendly thinking about the users who are coming and what they’re, what they’re flows are mapping, mapping their journeys through sites, things like that. All right,

[00:33:59.34] spk_1:
okay,

[00:34:01.84] spk_0:
wonderful. Thank you from both from Cleveland Ohio home of the Rock and Roll Hall of Fame,

[00:34:06.18] spk_2:
Caitlin

[00:34:10.44] spk_0:
Gerber Director of operations at form Rachel cribs account executive at form where what’s the what’s the form website you want to say it

[00:34:17.84] spk_1:
together ready? Just kidding. It’s

[00:34:21.36] spk_2:
the form groups dot

[00:35:43.74] spk_0:
com. The form group dot com. Okay Caitlin Rachel thank you very much. Pleasure and thank you for being with Tony-Martignetti non profit radio coverage of 22. NTCC next week. More from 22. NTCC if you missed any part of this week’s show. I Beseech you find it at tony-martignetti dot com. We’re sponsored by turn to communications pr and content for nonprofits your story is their mission turn hyphen two dot c o Did my voice just cracked like I’m 14 Your story and by 4th dimension Technologies IT Infra in a box The affordable tech solution for nonprofits. tony-dot-M.A.-slash-Pursuant four D. Just like three D. But they go one dimension deeper. Our creative producer is Claire Meyerhoff 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 be with me next week for nonprofit radio Big nonprofit ideas for the other 95%. Go out and be great. Mm hmm.

Nonprofit Radio for April 25, 2022: Asking For, Receiving & Giving Feedback

 

Amy Drader: Asking For, Receiving & Giving Feedback

The mere thought of getting or giving feedback makes many people anxious. Yet normalizing feedback as a safe, productive, routine exercise will improve your team’s performance. Amy Drader from Growth Partners Consulting, reveals how to get to that higher state. (This is part of Nonprofit Radio’s coverage of 22NTC, the 2022 Nonprofit Technology Conference, hosted by NTEN.)

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[00:01:46.34] spk_0:
mm hmm. Hello and welcome to tony-martignetti non profit radio big nonprofit 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 thrown into Ankara rex sis if you broke me with the idea that you missed this week’s show asking for receiving and giving feedback, the mere thought of getting or giving feedback makes many people anxious yet normalizing feedback as a safe, productive routine exercise will improve your team’s performance. Amy grader from growth partners consulting reveals how to get to that higher state. This is part of nonprofit radio’s coverage of 22 NTC. The 2022 nonprofit technology conference hosted by N 10 On Tony’s take two ever sued a donor. We’re sponsored by turn to communications pr and content for nonprofits. Your story is their mission turn hyphen two dot c o From 22 NTC here is asking for receiving and giving feedback. Welcome to tony-martignetti non profit radio coverage of 22 Ntc. Our coverage continues. Of the 2022 nonprofit technology conference hosted by N 10 with me now is Amy draeger. Welcome Amy.

[00:01:49.84] spk_1:
Thank you. Thank you for having me

[00:02:16.34] spk_0:
Pleasure. A pleasure to have you on nonprofit radio Amy is consultant and leadership coach at growth partners consulting. Amy you’re session topic is asking for receiving and giving feedback. It’s very interesting. It caught my eye. Why do we have such a difficult and awkward relationship with feedback.

[00:02:34.94] spk_1:
Absolutely. I you know, it’s funny you brought that up because that’s one of the first questions I posed to the group at the session was and you tell me actually. So if somebody were to come up to you and say, hey, can I give you some feedback? What comes to mind? What’s that connotation for you?

[00:03:05.34] spk_0:
Well I try to say thank you. Yeah. You know what, what are you, what are you thinking? What what can I do, what can I help you with? Maybe what can I do better, what can I help you with? Uh you know, but it’s hard to not to personalize it, especially, you know, I’m the host of a podcast, although the podcast of course only gets positive feedback, it’s all, it’s 100% unanimous. I’ve been doing this for 12, 12 july will be 12 years. I’ve never gotten a negative comment. Natural. So so that’s feedback is easy to take. No, but you know, it’s easy to personalize it of

[00:03:07.30] spk_1:
course, you

[00:03:21.84] spk_0:
know, instead of you thinking about it being your performance, you know, you think about it being you? Me alright. Oh I did something, you know, especially I have my own business podcast, et cetera. Um, so but I try to be opening open to it and I like to think I am.

[00:04:48.64] spk_1:
Yeah, absolutely. And you know, the majority of folks do try to do that. What’s interesting is I posed this question to the group and the reaction over 70% of the people in the session, associate feedback as either something bad, there’s going to be a problem or a correction of some sort or avoided the word entirely. So the organization didn’t even want to use the word feedback instead use advice, suggestions, recommendations. So there’s this connotation, that feedback is something back and you know, it’s, it’s kind of one of my missions in working with leaders and teams is to normalize it into information that’s intended to advance performance or intended to improve or help us grow. It’s just information. Now, naturally we are human. And so when we hear something about ourselves, we naturally go into threat mode, there must be something wrong. So exactly what you brought up. We try not to personalize it, but then we sometimes do and then we have to figure out ways how to navigate that. What we do know is talking about how the team works together, how a leader performs, how the team works with the leader. When we have open feedback on teams, we get better results, Teams perform better. And so that’s, that’s really what the goal of of having open discussions without feedback is really about.

[00:05:15.24] spk_0:
Let’s start with not banning the word back. Okay, The word is feedback. You know, like I work in plant giving fundraising. The word is death. We don’t have to say. People passed on, moved along, left us went to a better place they died. It’s okay, they died. It’s someone’s death has happened, death. So here the word is feedback. It doesn’t have to be advice or mentoring or, you know, whatever other euphemisms feedback don’t be afraid of the word feedback.

[00:05:28.04] spk_1:
Exactly, Exactly. And that’s that’s the whole goal. Let’s normalize it. And when we normalize it, then we can talk about it, keep relationships intact and then continue to improve in advance and achieve whatever those goals are that we want to achieve.

[00:05:41.74] spk_0:
Your description says normalizing feedback begins with asking, not giving Yeah, What do you mean? How do we start this?

[00:05:44.50] spk_1:
Yeah. So, so the so often people will come to me and say amy, how do you get feedback? And we’re very quick to want to give it to others and let others know what we think

[00:05:53.84] spk_0:
about,

[00:05:55.33] spk_1:
right? Right. And and

[00:06:06.44] spk_0:
like my my modeling that is Larry David, you know, on curb your enthusiasm. I’m not this is not criticism. It’s help. I’m helping. I’m helping.

[00:06:08.12] spk_1:
Exactly. Exactly.

[00:06:09.62] spk_0:
But he’s he has the vindictive school of feedback. We don’t want to don’t want to go to Larry David model. All right.

[00:07:49.44] spk_1:
Exactly, Exactly. But really it begins with us asking for it and modeling how to receive it in a safe and productive way. So we demonstrate that we’re open to feedback. We embrace it as valuable information that’s helping us improve. People are going to be more likely to receive feedback from us. So it begins by asking for and receiving feedback and doing that in in, you know, I really say, there’s two high quality ways to do that um and the first one is to ask for feedback about something specific. So most people are not very good at giving feedback spontaneously. So the way to not ask for feedback is to just spring it on somebody, you’re like, hey, how do you think I’m doing? The person isn’t gonna know what to say about what? Right. So the first way to really ask the feedback is to do it about a specific activity. Maybe there’s a particular skill you want to improve upon. Um You know, a simple example is maybe you want some feedback in the organization on how you run a meeting. You might go to a trusted colleague or your boss and say, hey, listen, can you observe me in this meeting and watch how watch to see if I engage everyone in the meeting to speak up. I want to be sure that my the way I’m facilitating and engaging people, I’m doing it in a very equal and consistent way. So that’s very something very specific for someone to observe of you and then give you some feedback on it. So ask for specific feedback about something. It was interesting, we had folks in the session get excited about that um and and to be able to narrow in on something about their effectiveness and be able to get specific about it and get some specific feedback.

[00:08:02.34] spk_0:
Does that include asking a supervisor, you know, to be sure be that specific? Alright.

[00:08:24.34] spk_1:
Yeah. In fact, it’s funny you brought that up because a woman in the session said she often goes to her boss and says, hey, can you give me some feedback? I really want to be sure I’m doing my best. And she said her boss never has anything good to say. Her boss just says you’re doing a great job. Just keep it up. And that’s a good example of even leaders in positions may not be prepared to give specific high quality feedback. So giving them something to look for is going to help you get something of higher quality.

[00:08:44.74] spk_0:
Okay, okay. How does this all play into the annual or semi annual performance review? You know, you don’t have, you don’t have to ask for that. It’s coming whether you want it or not, it’s it’s coming.

[00:08:50.34] spk_1:
What

[00:08:50.94] spk_0:
what’s your advice? Maybe I’m jumping ahead. Maybe I’m jumping, you

[00:08:53.82] spk_1:
know, you’re

[00:08:57.94] spk_0:
stuck with a lackluster host. I’m sorry about that. So how do we how do we incorporate normalizing?

[00:09:02.72] spk_1:
Well, I guess we don’t

[00:09:11.04] spk_0:
have a normal, I mean that’s just part of the procedure, you know, it’s coming, it’s coming in a month or it’s coming in a year? Whatever. What’s your advice around that performance review?

[00:09:12.06] spk_1:
No, that’s a great question

[00:09:13.43] spk_0:
formal stuff.

[00:09:23.54] spk_1:
The the the the bottom line message with feedback is to have it uh frequently occurring throughout the year. And so, you know, one of the things we got into in the session was the right ratio, positive two critical feedback. And and what we know really well is that positive feedback motivates positive performance and that’s well established in, in psychology literature.

[00:09:42.13] spk_0:
So

[00:10:04.74] spk_1:
when it comes to your question about the performance management system or the performance reviews, by the time an individual gets to a performance review, there should be no surprises because the leader has been having conversations about performance the entire year and and none of that should be stockpiled for the six month review or the the annual review. Honestly, performance review should be no big deal because we’ve been having routine and consistent conversations throughout the entire year.

[00:12:17.74] spk_0:
It’s time for a break. Turn to communications. They can help you with content creation. Content management and content promotion. The creation. Do you have documents that need to be written like an annual report or do you have research that you want to have produced? Maybe a case study, maybe an interview series, any big content project you want to get off your staff shoulders turn to can take care of it for you, the content management, that’s the organization. Do you want to create a blog? Do you want to need to organize your blog? All content management and and organizing so that you can find things that your team can find things. Everything is put together orderly, whether it’s on your website or some external site, that’s the content management and the content promotion. They have the relationships and they can help you build relationships with journalists, podcasters, other industry folks, industry, maybe related nonprofits that you’d like to partner with all to get your messaging your content promoted in all those different channels. Right? So the content creation management and promotion, do you need help with content with written words, video, audio speeches. Even though those are, those are spoken words, spoken words turn to communications turn hyphen two dot c o. Now back to asking for receiving and giving feedback. So should we go back to the, the normalizing process? So you know, All right, number one, So ask for feedback. So ask your boss, ask your, I mean, I think a good boss will be asking for for feedback from people who work for him or her.

[00:13:17.64] spk_1:
Yeah, that’s the second way of asking for feedback is to do it in a routine exchange. So, so I always share an example that it actually comes from a boss I used to work with, we had quarterly feedback sessions with each other and we would ask each other the same three questions and it was like, you know, what am I doing well and what contributes to our effectiveness together? What’s something I could stop doing and then what’s something new that I could try that might really help me out. And it was three questions that we ask the same every single quarter. And he would ask me those questions and I would ask him those questions and it would foster this routine discussion about how we work together and how our work affects the team. And the beauty of it is that it was expected. So it didn’t create this like a ton of nerves or concerned because we knew it was going to happen. So routine exchange and you bet happens with bosses too.

[00:13:47.74] spk_0:
And that also helps you prepare, you know it’s coming. So we’re doing this quarterly, it’s on our calendar, we have plenty of time to think through what what am I doing? Well, what what should I change? I noticed you didn’t say what am I doing? Well, what am I doing poorly? He said what am I doing? Well what should I

[00:14:21.24] spk_1:
change? It kind of depends, you know, I I would like to think if something needs to be corrected, it’s corrected in the moment. So if somebody full on makes a mistake and it compromises client relationships, safety depending on what type of work it is. The correction is done in that moment, we’re not waiting for a feedback session for that. So if something needs to be corrected because it’s a mistake that happens immediately. But when we’re doing performance exchange debriefs, this is really about advancing performance, taking it from this point today and take us into the future versus talking about the past to correct it.

[00:14:59.84] spk_0:
Okay, Okay, so so you have three questions, what am I doing? Well, what can I do better? Is that the way you, can I improve on, what can I improve on? Alright, and what’s new, what can I try? That’s new. You’d like to have me try all right now, this sounds like an ideal boss though, taking feedback from, from below, from those who work for him or her, I’m not sure that’s a typical scenario, is it really?

[00:15:33.84] spk_1:
Well, I would say if you have a leader who is embracing leadership best practices and a leader who was likely trained in leadership, it’s quite common and and it’s really, you know, being able to have conversations about how the team works together or performance is a part of leadership responsibility, so leadership is getting results through others. That’s really what being a boss is, is getting results through others. Now that said, there are plenty of people who are promoted into management jobs who don’t have the leadership skill set and so to your point, that may not be a part of the routine expectation experience,

[00:15:47.84] spk_0:
part of what? Say that again,

[00:16:01.14] spk_1:
I said, it may not be a part of the routine experience if you know, and and you know, folks took the session at intent because they wanted to beef up that skill set. So you bet it’s not one that that is always this common

[00:16:10.64] spk_0:
Alright, boss’s boss is listening be good to the folks working for you, uh you know, ask for their feedback about your

[00:16:13.18] spk_1:
performance. It’s

[00:16:14.37] spk_0:
it’s good for the whole team

[00:16:15.58] spk_1:
it

[00:16:28.54] spk_0:
Alright. Um Alright, we still have to talk about the personalizing but but since we’re talking about these feedback, the routine feedback that we’re now gonna have quarterly, right? Um this is done individually, I assume one on one, right. Not in a not in a group, not four or five people who work for one, you know, one vice president or something doing this uh as a team. No.

[00:17:09.14] spk_1:
Right, right. You can do team debriefs as well. In fact, teams that debrief together on their work Perform. I think that the last article I read was 25% better than teams that don’t do debriefs of performance. So you can do a group debrief and it’s for example, what are we doing really well as a team, what are our strength? Where can we improve? So yes, you can do a team debrief. What we were just talking about is exchanged between boston employee. Yeah, do that in in an office or private.

[00:17:29.94] spk_0:
Ok. Now, a team debrief, you need to you need to monitor that to make sure it doesn’t turn into finger pointing. You know, she doesn’t do this. Well, you know, she, I rely on her and she’s often late. You know, then the boss has to step in and say, well, you know, we’re off the we’re talking about a team, we’re looking macro level here, right?

[00:17:31.92] spk_1:
Yeah.

[00:17:33.01] spk_0:
If the monitor, make sure the thing doesn’t collapse.

[00:18:19.94] spk_1:
Yeah, absolutely. The content of feedback matters. So we’re talking about the activity right now. We’re talking about content of feedback and what what we advocate for. And you know, many folks who are having expertise and leadership development are well versed in positive productive feedback is what advances performance. Um Not only is it helpful to know what we’re really good at so we can replicate it, but when we’re recognized for positive performance, it makes us feel good, it makes us feel valued and as obvious as this may seem, when people feel valued, they perform better and that is well established as well. Um You know, there’s there’s lots of research that shows that when bosses show very simple demonstrations of gratitude, people perform their work more accurately, they perform their work better

[00:18:33.34] spk_0:
or

[00:18:45.84] spk_1:
when teams recognize each other’s strengths and when teams appreciate each other, they then perform their work tasks more effectively because they know their peers respect and value them. All right,

[00:18:47.14] spk_0:
Alright, positive, positive positive feedback causes positive performance.

[00:18:52.42] spk_1:
I

[00:18:52.54] spk_0:
mean, it’s it’s clear you said earlier, it’s clear in the research.

[00:18:55.79] spk_1:
Alright.

[00:19:08.94] spk_0:
Positive. Okay. Some of it’s not going to be positive though. Some some feedback of necessity, you know, it’s gonna be negative if we’re let’s go to the personalization again, we touched on it. I’m receiving some negative

[00:19:10.82] spk_1:
feedback.

[00:19:32.44] spk_0:
How do I how do I accept it best. How do I think through it best for really to self preservation. Let’s start with the self preservation before I before I start thinking about how I how it’s gonna help my team if I receive this. Well, how can I help myself to receive this? Well,

[00:19:43.64] spk_1:
yeah, absolutely. So if it sounds like um was it? Well, it can be you get feedback two ways. Either you asked for it or it’s sprung on you? Right. It’s a surprise. Either way, let’s say if you’re asking for it because that’s what I’m trying to normalize it.

[00:19:47.20] spk_0:
Right? Let’s do the ideal. You’ve you’ve asked for it and you you asked for it. You got it.

[00:19:51.21] spk_1:
Exactly. In fact, this just

[00:19:53.80] spk_0:
careful what you ask for it goes be careful what you ask for. All right?

[00:20:25.54] spk_1:
And and that is a worthy thought process, thought process to go through before you ask for feedback is take a step back and think about, okay, what might you hear? And just to prepare yourself and you know, some people get a little bit more extreme than others. Some people go to worst case scenario, whatever works for you because you are putting yourself out there even though asking for and receiving feedback is the way we get the great performance. It’s still can sting. It’s uncomfortable, right?

[00:20:26.78] spk_0:
You’re making yourself vulnerable.

[00:20:28.35] spk_1:
Absolutely

[00:20:29.73] spk_0:
absolutely discomfort. You know, you might consider it attack,

[00:20:33.50] spk_1:
yep.

[00:20:34.09] spk_0:
Alright, so, Alright, so you’re it sounds like your first advice is just prepare

[00:21:34.74] spk_1:
Yeah, just prepare for it. A second piece of advice is to consider it a single so you’ve received it. Okay, so you asked for it? You’re prepared. You received it and you’re like 00uch we’re quite prepared to take a step back, maybe take a deep breath and know that in the moment you don’t have to agree, this could be feedback that you received that you consider is wrong. Maybe you consider it unfair or you consider it hurtful and in that moment there is no need to agree to this feedback to explain this feedback to justify your actions. Take a step back and just thank that individual for their candor and that they had given you something to think about and process even asked for time. May I have some time to process this? Mhm. So take a moment to just thank that person because you did ask them for it. They delivered on what you asked of them. The last thing you want to do is punish them for doing something you asked them to do

[00:21:40.45] spk_0:
right?

[00:22:54.34] spk_1:
Thank you. Don’t have to agree with it. Then give yourself some time and think it through. And and the first piece to remember is this is a single data point. So everyone has an opinion and a perception and ultimately a bias. And so when you receive feedback, you are also receiving feedback from a single data point from one source that likely is not a full representation of who you are. So go out and seek additional data points. This is where you might go and ask a trusted colleague or a trusted friend. Hey, listen, I received this feedback. I want to check it out with you and get more information. Now the key here is not to discredit the person who just gave you this feedback. That’s our experience and that’s our experience with you. There is truth in that. So you also don’t want to discredit it. Get additional data points and then take some consideration on how you might start to adapt your style. Maybe you might adapt the way you communicate with just this one person or maybe you, you might get more feedback that validates the original feedback and you realize, okay, now I I need to adjust my behavior or I need to adjust my work.

[00:26:05.64] spk_0:
It’s time for Tony’s take two. Have you ever sued a donor to enforce a gift or maybe an estate to enforce a gift? This came to me because there’s a recent piece, it’s from March in propublica about ST jude. Children’s hospitals practices around litigation uh, at ST jude in Memphis Tennessee, I can’t really comment on whether ST jude is appropriately suing estates or not. You know, I need a lot more facts than the article reveals and you can’t always trust media to get details like that. You know, 100% correct. But it gives rise to a really interesting question. You know, what factors go into deciding whether to sue a donor or again, you know, maybe a donor’s estate. Like how much is the gift worth? That’s important. What about the possible public relations fallout? Some people are gonna think you’re champions for your mission, other gonna other people are gonna think you’re scoundrels picking on widows, widowers and, and bereaved people or elderly people or an innocent family. So the pr fallout, you have to consider that how well known is the person that you’re considering suing. That’s gonna give rise to more press than, than less if the person is not very high profile, um, what are, what are your board impressions or board opinions? Your board is your fiduciary, uh, your, your, your, those are your fiduciaries. Um, you know, their opinions are going to be important. Can they come to a consensus? Lots of factors to consider. So just wondering if that’s ever happened to you, if there’s a story you’d like to share. You can let me know because I am interested, I used to be an attorney a long time ago, but you know, I still am interested in the legal side of fundraising and certainly planned giving, you know, if we’re talking about potentially suing estates. So you can get me at tony at tony-martignetti dot com if you have a share a story that you want to share all around suing a donor. Maybe in a state to enforce a gift That is Tony’s take two. We’ve got about a butt load more time for asking for receiving and giving feedback with Amy draeger a little shorter show this week. What if you’re asked to sign something? Uh This is a more perform, this is a more formal now performance review, semiannual or annual. Um There’s let’s say it’s a mixed bag you know but there are some things that you don’t agree

[00:26:15.92] spk_1:
with, some

[00:26:17.81] spk_0:
of it’s quite positive but some uh some is

[00:26:21.11] spk_1:
feels

[00:26:26.44] spk_0:
unfair or wrong but you were then asked to sign the performance evaluation form.

[00:26:28.45] spk_1:
Yeah

[00:26:48.74] spk_0:
usually the boss was I mean in my experience I haven’t been an employee for a long long time. I would be I would be a lousy employee. I could go I could go much stronger than the word lousy but let’s just leave it lousy I’d be a really lousy employee. Um When I used to do you know that I would say you know it doesn’t mean that you agree with it. It’s just that you have received it or something like that. You know you have to sign the form really don’t

[00:28:15.74] spk_1:
you? Huh? I think it depends on your organization and your HR policies so I don’t really know um I have some you know past experience in some organizations and HR was fine if you didn’t sign it, you didn’t have to you know. Um So I think it would depend on what the HR policy is but this is such a good example of not leaving feedback to these like specific events that occur. Um and where I see leaders really compromise candidly, their own credibility is where they’re not recognizing their team for their positive contributions and and and stick with me here because what I find and in fact we we talked about this at the intense session is that there was a lot of leaders in the room who said that they only said thank you or recognize positive behavior if someone went above and beyond or only if they thought about it. And so when we don’t recognize the good things that our teams are performing and doing then when it comes to having a difficult conversation. The context that’s even worse because we haven’t acknowledged all the positive contributions that the person has brought to the table and so that person will feel even more attacked. Undermined by getting this zinger of a negative piece of feedback out of the blue.

[00:28:23.54] spk_0:
So do you

[00:28:23.87] spk_1:
mean

[00:28:25.64] spk_0:
what do you mean? Are are are positive feedback should be even around routine things that the team is doing well. Don’t ignore the d don’t ignore the day to day. In other words

[00:30:09.54] spk_1:
don’t ignore the day to day. And and that’s and the reason for this is that critical feedback negative feedback inhibits our learning in our brains. It triggers fight or flight and when we go into fight or flight, uh, we become very defensive, it’s that taking it personal component that we talked about this whole time. And what we know well is that when we get critical feedback, we then have these negative emotions that emerge, whether it’s shame, embarrassment, uncertainty, these are all very natural emotions that come up when we’ve made a mistake or we haven’t performed in the way our bosses wanted. Now this is why having routine positive feedback flowing on a team is because it creates this foundation of support. And so when I’m on your team and I’m working with you and we recognize each other’s contributions and then I drop wall. You gotta come and talk to me about that. You talk to me. But because we have this relationship where we’re recognizing each other and appreciating each other’s contributions. I know you’re not coming to embarrass me. You got my back because we already have this routine exchange of appreciating, appreciating each other. And so that’s what is critical for teams, especially teams that perform at the highest levels is that they routinely appreciate and demonstrate respect for each other. So that when they have to address the tough stuff, they’ve already got a positive foundation set.

[00:30:13.24] spk_0:
It’s like a relationship building, right? You want to, you want a strong relationship, whether it’s with your co workers, those who work with you for you, uh, above you.

[00:30:24.25] spk_1:
Just

[00:30:34.34] spk_0:
donors, volunteers. You want to have a strong relationship. So that when there is some difficulty, maybe it even escalates, rises to the level of conflict you have, like you just said, I mean, you have this strong foundation and and it’s all kept in context.

[00:30:41.39] spk_1:
It’s

[00:30:41.97] spk_0:
not an isolated negative feedback because there’s never any routine positive feedback.

[00:30:47.84] spk_1:
That’s right. That’s right. And so, you know,

[00:30:50.66] spk_0:
it

[00:30:52.03] spk_1:
is, it is and that’s really what we are at work. We are humans in a relationship with each other. And so acknowledging our contributions and the value each person brings to the table ultimately helps everyone achieve the goal.

[00:31:28.74] spk_0:
And you, you said it so many times you used the word routine routine routine. Don’t wait till the giving Tuesday campaign that everybody, you know, killed themselves on for 4.5, 5 weeks or something, you know, don’t wait for the big gala. The fourth quarter fundraising routine routine positive feedback. So that then routine negative feedback is in the context

[00:31:32.04] spk_1:
of the

[00:31:32.34] spk_0:
more positive and the positive is most likely to outweigh the negative. Otherwise you have a you have an employment problem.

[00:32:18.24] spk_1:
That’s right. That’s right. And and there is a difference between positive routine feedback with occasional critical feedback to advance our performance, right? And performance management. When you have a habitual poor performer who’s lacking the skills to perform in the job there. Those are separate where we want leaders to create a habit around is appreciating the team demonstrating valuing someone’s opinion. Thanking people for speaking up. Um and and doing that, that level of routine feedback performance management is almost a separate topic.

[00:32:22.44] spk_0:
Okay,

[00:32:23.03] spk_1:
okay. What

[00:32:30.14] spk_0:
else should we talk about around this, that that we haven’t or maybe anything that came up with the intense session, what what more do you want to

[00:32:31.78] spk_1:
Know? Well, I think, you know, um my first management job, I was 23, I had absolutely no training and um I had a team of 30 people. It was looking back on it three

[00:32:44.68] spk_0:
years ago, three years ago, you were leading 30

[00:32:46.65] spk_1:
People uh when I was 23.

[00:32:49.39] spk_0:
Yeah, three years ago.

[00:32:52.44] spk_1:
Oh Yeah, yes, three years

[00:32:54.30] spk_0:
ago. Okay,

[00:32:56.01] spk_1:
that was good. Anyway, very early in my career, I was taught the sandwich feedback model, have you heard of the sandwich

[00:33:02.73] spk_0:
sandwich feedback model? No, I don’t. Not acquainted with this.

[00:33:21.34] spk_1:
Okay, this is positive, negative positive. So you need to give someone some sort of critical feedback and you go in and you say something positive to them like, oh, tony you’re, you know, you’re such a valuable member of the team. I just think you’ve been doing a really good job these past couple of months. But you know, when you talk to that customer last week, you could have done this better, but hey, you’re really important member of the team and I

[00:33:28.92] spk_0:
just think you’re doing very, very, very the reality between, well, maybe it’s not between fantasies, but you know, very the reality in the middle very the hard part in the middle.

[00:36:45.93] spk_1:
Yes, exactly. And so the sandwich feedback model, positive, negative positive has since been studied and it’s wildly ineffective and it’s ineffective for all of the obvious reasons. The the employee feels that there’s a grenade in the middle of the positive feedback which undermines positive feedback. So the employee either doesn’t believe the positive feedback or just only listens to the positive feedback because there’s more of it than the negative. So the the key that when you do get to the place of needing to give feedback that you’re very direct and clear on the specific situation and not too muddy it with positive things beforehand. And this was something that was interesting in the session is we we talked through a framework for giving feedback that is um standard for positive or for critical feedback and it allows the person. So let’s talk about critical feedback because that’s really what people want help doing. That’s what makes people mixed managers the most uncomfortable. And so the framework for giving critical feedback begins with allowing the other person to self evaluate. Okay so let’s say I have dropped the ball in a couple of meetings and my first meeting started 20 minutes late and the second meeting, I forgot all the materials for it. Okay you’re my boss, you need to talk to me about it. The first step is to let me evaluate myself because if I already know I screwed up, there’s no need for you to pile on. So the first step is allowed self evaluation and tony you might say to me, hey me, how do you think those last two meetings with marketing went and you’ll just bring up the conversation and maybe I own it and say, you know what, I really dropped the ball on those two meetings or maybe the opposite happens and then I think I nailed them and I just think I was fantastic at this. You now need to share, share with me some candid feedback about these two meetings. So then described the situation from a fact based situation And described first meeting started 20 minutes late. Second meeting didn’t have materials, what do you think about that? So you’re asking me for my perspective then describe what that impact was? My reaction. Is that we started that this my reaction is that um this looks like we’re unprepared. Okay, it’s your reaction then state your expectation moving forward. I want to be sure we’re prepared for all of our meetings. How does that sound and support the person. So this is the framework for getting feedback where I’m going with this story, is that there was someone else who asked the question he said, but do you have a different way of starting it? Like is there a different way other than saying, can we talk about that meeting and what was coming forward is the person was just uncomfortable giving feedback. There was a need to have like the perfect phrase and giving feedback isn’t comfortable. That’s not the goal, that’s not the expectation. And in fact, if you’re someone who has to give feedback and you’re uncomfortable with it, I’d say that’s good because you’ve got some compassion there. You know, it’s an uncomfortable situation. Okay, So my point

[00:37:07.13] spk_0:
that you played sort of a therapist role in that evaluating what was what the core of her question was. It wasn’t opening the conversation. It was discomfort with giving feedback.

[00:37:27.93] spk_1:
Yeah, it was it was one of those things that I think because we’ve all been there, we’ve all had to give feedback and there’s this, you know, for some people it’s dread. And for others it’s just sheer avoidance. And it’s because we’re we we have this belief that giving feedback should be easy. It’s not. And so eliminating that from the expectation is important because if you feel discomfort, it’s okay. That’s pretty typical.

[00:37:39.63] spk_0:
I I appreciate that you say that’s compassion.

[00:37:42.33] spk_1:
Mhm. It is, it’s compassion.

[00:37:45.03] spk_0:
How did you get a leadership job over a person with a team of 30 people at 23? Is that right? That was that right out of college?

[00:38:03.62] spk_1:
Uh nearly I had one year under the book. Uh I had one year at the the organization, I think I was recognized at the time for potential. Like I had no past

[00:38:04.67] spk_0:
experience.

[00:38:21.42] spk_1:
And um, and I also worked for at that time the most influential boss I’ve ever had. And he taught me he was the kind of boss who grew leaders And he would invest 20 minutes with me every day, Those first like 90 days. And he’d quiz me, he’d asked me, Okay, what’s important to your team? What are your goals, who’s doing? I mean he would in

[00:38:35.52] spk_0:
20 minutes a day, 20 minutes a day For your first time for your 1st 90 days that is a real investment in a new employee.

[00:38:54.52] spk_1:
He did and I learned the most about leadership from him in that very short time frame. And so, you know, I also find that everyone benefits from having a great mentor and he ended up being a great leadership mentor for me. And so, you know, that could be a turning point in people’s careers, is to

[00:39:02.97] spk_0:
have somebody, somebody you want to shout out,

[00:39:13.02] spk_1:
oh sure I could. His name’s wade upland and he was my uh, this was 22 years ago,

[00:39:16.42] spk_0:
where, what was the organization?

[00:39:33.62] spk_1:
It was retail, it was a department store, retail, which, which lends to leading a team of 30 people. It’s probably one of the toughest leadership jobs out there because it’s shift work like people work in these shifts. And um, and it was for a department store that of course is now defunct, no longer in business,

[00:39:39.13] spk_0:
which one

[00:39:39.90] spk_1:
marshall field’s

[00:39:44.31] spk_0:
that was a huge brand, huge

[00:39:46.33] spk_1:
brand in the midwest. Yes, yeah, yeah,

[00:39:49.82] spk_0:
I know it because

[00:39:50.97] spk_1:
I

[00:39:51.72] spk_0:
I lived in Missouri for five years when I was in the Air force.

[00:39:55.12] spk_1:
So

[00:39:55.71] spk_0:
I may remember it from, this was

[00:39:57.37] spk_1:
uh

[00:39:58.54] spk_0:
Mid Mid to late 80s,

[00:40:00.34] spk_1:
84 to

[00:40:14.91] spk_0:
89. So maybe I remember it from Kansas City here. I lived about an hour from Kansas City, I may remember Marshall fields, but that was a huge yeah, that was big. Alright, well not not not not because of your leadership experience and you’re not because of your skill. Had nothing to do with the downfall of marshall field.

[00:40:19.03] spk_1:
No, no, there’s there’s more external forces at play

[00:40:24.11] spk_0:
hard to imagine more powerful forces than than your leadership though. Right? Alright.

[00:40:29.81] spk_1:
I

[00:40:40.91] spk_0:
know, I don’t know what, well, I felt bad about the three year comment. I don’t know, it’s commenting on your age. That was probably a misstep. Alright, I feel bad about that. Um let’s see, Oh, anything else that came out of the intent. Any, it sounds like there are a lot of good questions, anything, anything else you want to share with uh with nonprofit radio listeners about?

[00:41:09.91] spk_1:
You know, I think, I think the biggest aha for me is, you know, consultants, we immerse ourselves in the content and and we start to believe that everybody thinks the same way we do and that’s kind of classic and I think one of the things that was so compelling for me was the candor with the group in questioning how frequently they should recognize someone for just doing what’s expected of

[00:41:17.31] spk_0:
them. And

[00:41:46.51] spk_1:
there was almost a resistance to do that and I found that very candid but also unfortunate because if there’s one thing we need more of right now is recognizing and appreciating each other. And so if there’s one thing that anybody takes away from listening to this or you know, reading articles on appreciation or on feedback is to go out and practice giving good feedback, recognize people for their contribution for the time they spend um because appreciating and valuing others is really what we need right now.

[00:42:00.90] spk_0:
Amy trader consultant and leadership coach at growth partners consulting. Where can we find growth partners consulting. Amy

[00:42:07.11] spk_1:
you can go to try GPC dot com.

[00:42:10.90] spk_0:
Try GPC dot com for growth partners consulting of course, this is terrific. Thank you very much. Terrific I think provocative, certainly timely. Well, timeless, really timeless and uh and and provocative too, you know, but but significant important topic. Thank you very much Amy,

[00:42:32.20] spk_1:
thank you. I really enjoyed it. Mhm.

[00:43:41.90] spk_0:
And thank you for being with tony-martignetti non profit radio coverage of the 2022 nonprofit technology conference Next week. A break from 22 NTC coverage. The other tony-martignetti if you missed any part of this week’s show, I beseech you find it at tony-martignetti dot com, I own that he, the other guy does not own that were sponsored by turn to communications pr and content for nonprofits. Your story is their mission turn hyphen two dot c o. Our creative producer is Claire Meyerhoff 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. Mm hmm.

Nonprofit Radio for April 11, 2022: Measuring Equity

 

Danielle Fox, Ellonda Williams & Raj Aggarwal: Measuring Equity

We’re kicking off the 2022 Nonprofit Technology Conference (#22NTC) conversations, with a discussion of how equity can be incorporated into your nonprofit’s performance measurement. Sharing their collaboration are Danielle Fox at Union of Concerned Scientists, Ellonda Williams with B Lab and Rajneesh Aggarwal from Provoc.

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[00:02:45.84] spk_0:
mm hmm. Hello and welcome to Tony-Martignetti non profit radio big nonprofit 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 get slapped with a diagnosis of pollen, euro Maya’s itis. If you inflamed me with the idea that you missed this week’s show measuring equity, We’re kicking off the 2022 nonprofit technology conference conversations with a discussion of how equity can be incorporated into your nonprofits, performance measurement, sharing their collaboration are Danielle Fox at Union of concerned scientists. Alando Williams with the lab and Rajneesh Agarwal From provoke On Tony’s take two, you’re responsible for donor relationships. We’re sponsored by turn to communications pr and content for nonprofits. Your story is their mission turn hyphen two dot c o here is measuring equity. Welcome to tony-martignetti non profit radio coverage of 22 N T C. By now. You know what that is. You know that it’s the 2022 nonprofit technology conference, you know that it’s hosted by N 10 very smart savvy organization helping everyone use technology in their social change work. You know, all this. What you don’t know is that my guests now are Daniel Fox, Alando Williams and raj Aggarwal but now you do now you’re informed now, you know, as much as I do Daniel Fox is campaign and Science network manager at the Union of concerned scientists. Alando Williams is director of justice Equity, diversity and inclusion Jedi at B lab and raj aggarwal is president of provoke Daniel Ayalon garage welcome to nonprofit radio and and Farage welcome back. I hope I’m, I hope I’m as excited to have you back now uh, in half an hour or 45 minutes as I am now, Rogers already given me trouble before we even started recording. So I’ll have to check in with me every 15 minutes to see how my raj meter is is is jumping. Okay,

[00:02:47.88] spk_1:
what about what about my tony meter?

[00:03:07.24] spk_0:
It’s less important because that’s the relevance of that is raj Aggarwal. non profit radio that’s where you can measure your tony meter, but tony-martignetti non profit radio I can measure my raj meter anytime I want to. So pardon me, Yolanda,

[00:03:08.51] spk_2:
it’s House Rules,

[00:03:33.94] spk_0:
House Rules, House rules, get your own show essentially it was what my advice is to, to raj. Okay, let’s see, So let’s give everybody a chance to give a brief, let’s, you know, we’re not, you’re, you’re talking to an audience of 13,000 folks who are already in nonprofits. So you’re you’re likely not talking to potential donors, but for a little context please, you know, briefly Danielle, what’s the union of concerned scientists about?

[00:03:37.34] spk_3:
Sure. So the concern of concerned scientists is a science advocacy organization, essentially. We’re all about how do you put science and the scientific community to work for a better world. Uh, and that also means more just policies and political systems and so we’ll get into it a little bit soon but working with the justice and equity lens is fundamental for us to actually be able to fulfill our mission. Um And so that’s why I’m excited to talk about how we measure it.

[00:04:33.84] spk_0:
Thank you for supporting the work of scientists. Uh it’s especially now, but please thank you. You know, science scientists, they’re I think they’re not to be marginalized and and mocked there to be central to a central to a conversation and essential in a in a rational world. So thank you for doing that, Yolanda. Please tell us about B Lab

[00:05:26.14] spk_2:
you too. Yes. Um so the lab is a non profit network that transforms the global economy to benefit all people communities and planet. Basically what we do is really our vision is to create a collective vision of inclusive, equitable and regenerative economic economy. So we really come into organizations and businesses known as the corpse. Um and we certify them using our set of standards to really take a look at their organization. How are they treating them? How are they treating their community? How are they paying their staff? How do folks feel showing up as part of a member of that organization? And so collectively we have over 4000 dead corpse across the globe. Um and we all come together to really assess how to do things in a more um Jedi forward and equitable way with really um centering around economy and how do we change? How do we think about business

[00:05:29.74] spk_0:
is B lab the certifying like agency or not for for B corpse? It’s isn’t where folks apply for for for B corp status.

[00:05:41.24] spk_2:
You got it. That’s a really good question. So be lab, which is where I work. Um It’s part of our entire B lab global network. So we are movement. So be lab itself is the certifying body and that is where individuals kind of start um taking our basic impact assessment in terms of your organization to really assess how do you fare as it as it as it is against our current standards. Um and that kind of gets, gets your foot running in terms of getting certified to become a B corporation.

[00:06:20.24] spk_0:
Excellent. Alright, thank you raj. Tell us about provoke which is spelled P R O V O C. When I first met Roger, I thought it was provocative. He corrected me. Of course it’s provoked raj, Tell us about the the agency,

[00:06:29.74] spk_1:
thank you. tony So provoked is a brand, the narrative strategy and uh communications and campaign um firm that roots are that does their work through an ever deepening racial equity lens.

[00:07:08.94] spk_0:
All right, thank you all again for being here. Um Daniel. Let’s start with you. Oh well, I didn’t introduce the session topic which is can equity be measured lessons from a great collaboration Danielle. It seems that you’re the you’re the organization that was interested in as you said, Centering I guess you know, walking the walk now of uh justice equity, diversity, inclusion Jedi why why did that become important to you when whenever it did versus some other time.

[00:08:22.04] spk_3:
Yeah. Absolutely. Well I think it’s I think that the organization has had to do its own unlearning relearning and thinking about, you know, as we look at the political systems and systems of racism and injustice that we need to change how we do our work frankly and how we show up. Uh it’s a different definition of success if we’re going to be true to our mission and our stated values and so with that um we’ve tried to work hard and continue to continue to learn, continue to mess up, continue to make progress and continue to take steps forward. Uh, but the work that we did with provoke was specifically around our science network. So we have this network of about 25,000 scientists and technical experts that come to U. C. S. To say hey I want to grow as an advocate and get involved and put my skills to work for social and policy change now for us for us to truly be successful. That meant that we also needed to ground how we were organizing and cultivating scientists and researchers and putting their skills to work to rectify social wrongs. That includes fighting environmental racism. That includes addressing the disproportionate impacts of all the health and environmental hazards that are going unchecked that we’re trying to put science to work to help tackle. So at the end of the day, that is really what it’s about. I think we truly

[00:08:54.34] spk_2:
when

[00:09:42.84] spk_3:
you know better you have to do better, Right? So we needed to change how we define success. And one of the things that has been so fantastic is to see the power of scientists as authentic partners with communities most impacted by the issues we’re tackling. And so the initiative that we were working on is looking at how do we scale up the ability for scientists to join us and get active? And that was through building local teams. That’s a distributed network of now, more than 50 groups throughout the country who are getting involved, but we knew that we needed to hold ourselves accountable and learn deeply about what did it what did it mean to have inclusive teams and what did it mean to integrate a lens of justice and equity and how we did our advocate building and engagement. And so that’s where we teamed up with provoked for and that’s how we’re trying to um you know, put metrics and accountability to the progress and what we’re trying to do here.

[00:09:58.74] spk_0:
Okay. And I love when you know better you need to do better. Excellent. Um Yolanda, how did how does B lab fit into this collaboration?

[00:12:30.04] spk_2:
Well, there’s there’s a couple of different ways that we fit into this collaborate. So this particular collaboration uh was between um you know, as Danielle mentioned with garage um and collaborating, collaborating provoked provoked as a report. So the fun thing about that is that I worked really closely with other be corpse that are in this space. And so not only is provoked A B corp but provoke is a B corp that that works in the Jedi space that works in the equity space. And so we’re able to constantly um share learnings, share what we share what we um discovered in in our our dialogues and our policies and our practices and and from the results um of surveys and internal work that we’re doing. So we all always able to kind of like iron sharpens iron. Right? So I’m in good company um with provoking those over, over in that space to be able to think more about, okay if provoking the people up and we’re working with other organizations to really identify how do we show up what role does the lab have in that and how do we kind of take the ideas that are that are that we’re starting at the lab in this conversation while we’re trying to tackle eyes some of these critical challenges. These are global challenges. So um sharing learnings and adapting what we learned is really a way to uh drive the learning forward. And then these types of collaborations, we can learn what went well and a really fun thing is when I was even spoken speaking with Danielle like a lot of this stuff is the same thing. There’s a lot of similarities in this realm and I think what it does that drives the, the understanding that Jedi is everybody’s job, equity, bility is everybody’s job there. It doesn’t matter what your role is, right? I’m quote unquote an expert, I didn’t give myself that title, right. People see people in the space and we give each other these titles, but we’re all accountable to this work. We’re all accountable, we’re showing up differently and I love what Danielle said as well around when you know better, you do better because then that means that you have to think differently and so our session and when we talk about how do we measure, how do we measure equity? It really starts with asking ourselves a lot of questions, why are we doing this way? You know, why do we always do it this way? Who who, who are we thinking about? Who’s in the margins and in these intersections there is no one size fits all. So something that Danielle and and and their team might do might be very different. But in the learnings of what went well, what are the challenges, what, what, what we still need to elevate um is where we can all try to come together to identify solutions that are gonna be solutions that we all can, can, can use.

[00:12:42.41] spk_0:
Yeah,

[00:12:43.18] spk_2:
alright,

[00:13:34.14] spk_0:
now raj despite your, your pre recording admonition that I’m not turned to you too much. I promise. Trust me, trust me, I won’t, but I will at this point because you were the um I don’t know, maybe it’s not fair to say the catalyst, but you were the you were the, the, the helpers. That’s a great word, that that’s a sophisticated technical term. You were the you were the you were the drivers for the union of concerned scientists. So what should, what should nonprofits be thinking about? Like at the very early stages, what did you advise Danielle and her team, you know, at early stages to be, to be, I don’t know, assessing uh measuring or you know, given where they were at the time. You know, what was your advice at the earliest stages is what I’m trying to get at.

[00:16:02.34] spk_1:
Yeah, so first of all, um I just really appreciate Danielle and Yolanda and I learned so much from them all the time and just how we show up in partnership. So I was really taking this as an opportunity to learn from them. Um I appreciate the term catalyst and also with our work with the Union of concerned scientists, I was reminding the client just the other day that, you know, the term catalyst is a is a term and chemistry, which I actually have a degree in which I rarely use and the purpose of that is a catalyst is something that helps to reduce the activation energy of a chemical process. So, so it’s going to happen anyway. But hopefully through an intervention through hopefully our team, we can maybe get there a little bit quicker. That’s that’s what a catalyst does. So I’ll take it. Um um so you know, with with so obviously part of the reason that we participated in this work is we do a lot of work on equity. And often people ask this question, you know, because of just the nature of the world. Business capitalism is are we really getting there and how can we measure it? And how can we report on it? Um and that’s obviously really important to do that as well. And so some of the things that we asked, you know, for certain scientists to do was to really think critically about why they want to change the world, how they plan to turn that into reality and what best metrics represent that success. And so for example, sometimes we would hear language from um union of concerned scientists around things like high impact actions. And so we asked them to specify what is the list of those actions or underrepresented scientists. And then we asked them to get really specific about what does that mean race, economic status, gender identity, disability. And to amplify and support. And what does that mean? And one of the big things that came up in our session with uh N. T. C. Just last week is this idea of impact and how that’s been so much that comes up in nonprofits, but we don’t really define it. So this practice that really was a whole practice of definition and then determining what tools and measures you can go about doing it. And Danielle will talk to you also about like what has happened since they started doing this and where did it work? And where did it didn’t, where does subjectivity come into this? Because some of that, so many of these things are going to be subjective through how a person might perceive what they’re actually doing. Um, and it may not be measured by a specific number. So, um, that was, that’s just one thing in here. So what the union concerns scientists did was they established six key performance indicators and 15 supporting metrics to evaluate the growth of local engagement program across the US, um, including an equity specific KPI

[00:18:39.74] spk_0:
it’s time for a break. Turn to communications. Here’s the ways that they can help you media relations. You’ve heard me talk about this, that’s the relationships building those relationships with outlets like the chronicle of philanthropy, the new york Times Market watch fast company Washington post. All places where turned to clients have gotten placements, content marketing. If you’re interested in white papers, Your annual report falls into that. You want them to do research for you. Maybe research on a program and then publish that research for you to share with donors, foundations. You know, other supporters research. They can do research for you and write about it. Speech writing, ghostwriting training on media management, media relations website. They can build website for you website creation redesign. I haven’t talked about that one. But yes they do that too. So all you know media relations, content management thought leadership web social media social marketing turn to communications, right? Your story is their mission turn hyphen two dot C. O. Now back to measuring equity. Raj said this is all very subjective. I was thinking ethereal you know, but it’s it’s uh it’s it’s it’s hard to it’s hard to grasp however you you know how every whatever word you use to describe it. So Danielle, you know how did the U. C. S. Start to start to start to grasp it. You know, start, I mean eventually you end up with like raj said, you know, six KPI s and 15 supporting metrics, you know, whatever. But you know, how do you take that incrementally with this? Very subjective these very subjective concepts.

[00:21:57.84] spk_3:
Absolutely. Yeah. I’m happy to I’m gonna try to discuss it. It might sound a little messy when I discuss it but that’s so actually symbolic of what the processes and the fact that it’s just messy. Let’s do it. Oh no, it’s fine. Honestly if we’re going to talk about equity, it should always be a little uncomfortable. Um so one of the uh you know, one of the very first things I think we did with roger and the team and I really appreciated it was to just hold space for dialogue about why this even matters and what impact looks like. And I don’t mean that vaguely, we had to do a tactical visioning exercise. What described, what does impact look feel smell like when you see it, when does it take place? Um, and I think that that was so critical because we took the time to ask ourselves questions before thinking we knew anything just like Yolanda had said. Um, and so it was the time to ask ourselves those questions and overlay that with our theory of change. Why are we even saying that these local teams need to be organizing with the commitment to equity, What is equity scientist organizing really looked like. And so we held some time to really build that, which was so critical because it ultimately served as a compass for when my team of organizers waited through all of the possibilities of things we could look at and measure. And we’re from a science based organization. So you might imagine we are curious souls that want to learn a lot of information and bless rajan their team. They sat with us through it and said, well it sounds like you’re interested in your heart is telling you you need to know all of these things that might have something to do with it. But at the end of the day when we just talked about that compass of what does impact actually look like? What are the most fundamental indicators that you can consistently track that will tell, you will do the real learning of letting you know if you’re making progress or not. And so it was really the process of starting big and messy and then running through all sorts of variations of how we may or may know whether we are in fact grounding equity and inclusion in our teams based organizing and then painstakingly. But we had we built good trust along the way. So that was so critical um narrowed down to core um things that we were going to measure. So we ultimately had two of our six core keep key performance indicators that helped us measure three things, diversity of the team’s inclusive practice of our team leaders and how they are building and running those teams and the members education and engagement in terms of what is explicitly addressing equity or amplifying underrepresented upper underrepresented voices and the issues that we’re working on. And we had to define those throughout the way to be able to measure that. So that was a little bit of the process.

[00:22:06.04] spk_0:
You were able to capture those three Concepts in two Kpi s.

[00:22:46.24] spk_3:
Yeah, we we collected we collected for a few different things. So that is, you know, a number of instances where underrepresented scientists were supported or where partners were grounded in the work that uh some of the team members were um, taking up, uh, that also includes things like number of teams. What is the diversity in the makeup of that team and discuss the actual practices and how you’re running those teams. So we did that through some collection of different survey questions which we can dive into a little bit later. It was an iterative process. I’ll tell you that much.

[00:23:06.94] spk_0:
Yeah, no, I can tell for sure. And and and just for some context, I guess, how does this relate then to um, performance measurement? Like is this, is this is this drill down to individual employees or volunteer? No, I don’t know. It’s volunteers or employees like performance evaluations.

[00:24:23.14] spk_3:
Yes, that’s a good question. This for us is more about impact measurement. Um, and so the reason why we did this all along is to make sure that the data, we’re going to need to collect data about how these local teams are working and building. And it seems fundamental to us to make sure that equity inclusion were part of those because we were talking about this earlier. You manage what you measure, right? And so we needed to make sure that our key performance indicators included equity and inclusion and how we were building out our program. So the whole goal of those indicators are to help us learn as the people, the practitioners and the people who are building out this program are we actually making progress on those things that we are saying we care about and then to hold a space for accountability when we actually have to assess the growth and impact of our program. And then also just finally to invite a culture of learning both for us as staff who are trying to do things differently and for our science network members who are trying to join us in a movement to evolved scientists engagement and advocacy with a stronger equity lens. So it served more of a learning and accountability versus a performance performance evaluation.

[00:24:46.04] spk_0:
Okay. Okay. Um Alondra, your you wanted to take away, you know, you wanted to learn lessons takeaways like what, what are you hearing as as Daniel is describing this?

[00:27:56.34] spk_2:
Ah what I’m hearing is excitement, right? I’m hearing, I’m hearing alignment. Um uh we, we talk a lot about accountability especially at black. So, so um when you’re thinking about KPI S and I’m something that Daniel said around like you when you’re measuring, like that’s what you’re focusing on, your focusing on what you’re measuring. And so if you’re not measuring something that is a clear kind of like red flag of like if you’re not measuring it, you’re not tracking it, you’re not paying any attention to it. Um and so you’re measuring what really matters. And so it’s an outward depiction of what an organization truly matter, what matters to an organization, look at what they’re tracking and look at what they’re measuring. Um and so as a network B lab and we have all these reports, thousands of people were measuring what matters. But how are we if we’re trying to build an inclusive economic system and business is at the center of that? How do we do that? How do we have conversations with people? I might be an expert in the area. Um and raj talked about his degree and we’ve got we’ve got scientists and I’m not a scientist, right? Ah And so how do we educate people around how to approach their job? A lot of times we have conversations around Jedi and someone will say what you’re the Jedi expert? Like why do I have to do that’s your job? And I say, but it’s not, it’s not. Um we talk about what makes a leader, what makes a good business, what makes a leader someone you want to follow? Um if you’re doing things and how do you make people feel, how do you make other businesses feel? How do you make your community feel right? And so if we are we’re all knowing better and doing better and sharing this information, how do we take this information and have further dialogue around things like our standards are certification requirements? How do we measure what matters? And if we have conversations with our community that helps us understand what are the needs of the most marginalized in order to center in order to think more Jedi forward. We have to always ask ourselves who are the most marginalized. Um who who who are we not thinking about? Who are we creating barriers for a lot of times. We look at the outcomes and what’s gonna happen. But we don’t ask ourselves the question around, have I created a barrier? And more specifically, have I created a barrier for a representation that is traditionally or historically marginalized? And the only way to do that is to ask questions. Right? And so what Daniel said around dialogue. So we’re learning around listening to the community. What are the challenges that organizations are having when they’re trying to approach? Not only their KPI but whenever they’re approaching their supply supply chain, whenever they’re approaching their community communication, whenever they’re working with community, uh what are the challenges that they’re experiencing? Because if we’re looking at that, that is the information that we can use to build more resources, more uh more policies that are actually going to help uh create equitable outcomes. It’s gonna help our tools and our programs and just general accessibility of the work that we do.

[00:28:17.34] spk_0:
So, so Alondra is this is this work that’s going to be um spread among the b corp Among these 4000, you know, be corpse that that they’re going to start to be held 2, 22 Jedi standards, as I don’t mean, I don’t mean tomorrow, but tomorrow’s Saturday. But I don’t mean

[00:28:26.24] spk_2:
monday monday

[00:28:34.34] spk_0:
either. Give yourself some time. But um, this is this is this is this eventually going to be part of b corp I don’t know the approval or

[00:28:37.74] spk_2:
certification,

[00:28:39.02] spk_0:
certification,

[00:30:08.34] spk_2:
certification and verification. Um, so let me clarify so a couple of things we already tracked. So Jedi Jedi and equity bility, um, inclusion. These are already built within our standards. Um, but we are an organization, like many other organizations where trucking along and we’ve been in existence for some time and so, um, what we used to do to measure the past or not the things that we’re going to be able to measure the future as things are growing and as things are changing. So why we have always measured Jedi, why? We’ve always measured things like what’s the difference between your highest paid individual and the organization and the lowest paid individual in the organization. And the farther across that spread is indicates that there’s less equitable ability built into your systems in the organization. So we already looked at things like that. But what we’ve done in this past year is we’re really, really looking at all of our requirements. We’re looking at how we measure what truly matters. And so how do you measure equity? What is, what is that question that we write in the basic impact assessment that is gonna give us the information that we need to track how well an organization is doing identifying those questions if it’s difficult identifying those parameters were global. So it’s not just us, it’s not just Canada, I mean we’re a global network and so we have a lot of things to take into consideration. Jedi is not one size fits all, um, something that one global partner might do might not be suitable in another region of the world. So we are constantly challenged the lab Global with creating standards that are actually going to be not only accessible, but something that’s going to translate across the globe. So that’s why it’s important for us to ask lots of questions ourselves.

[00:33:34.04] spk_0:
It’s time for Tony’s take two. You’re responsible for donor relationships. What do I mean, I’m talking about keeping relationships strong, moving relationships forward. I’m also talking about when there’s been a solicitation not lettering, not letting, not lettering, not letting that solicitation sit fallow, but you follow up on solicitations right? You never want to have a solicitation hanging out there that looks like you didn’t take the thing seriously to begin with. So it’s your responsibility to keep relationships strong and moving forward with your donors. You do that in ways like remembering milestones, birthdays, anniversaries, uh, the anniversary of their very first gift to the organization. Their 20th gift to your nonprofit, their 50th gift milestones like that. Um, so milestones in their personal lives, but also related to your nonprofit, keeping in touch with just, you know, handwritten notes, phone calls where it’s appropriate. Not every donor wants phone calls. I realized that however they want to be communicated with keeping in touch in those ways, email phone notes. Keeping relationships strong and moving forward. This is your responsibility as the leadership, as the fundraiser, as the board member involved in donor relationships and fundraising. It’s not your donors responsibility to keep in touch with you. It’s your responsibility to keep in touch with your donors. And that’s what I mean by keeping those relationships strong and moving forward. That is Tony’s take two. We’ve got boo koo but loads more time for measuring equity with Danielle Fox, Alando Williams and raj Aggarwal, Danielle. Let’s talk about leadership by end. I don’t know if, you know, maybe maybe it wasn’t an issue for the the union of concerned scientists ceo necessarily or you know that c c suite level, but there must have been leaders at some at some levels in in U. C. S. That were um, I don’t know at worst, you know, unwilling at best unaware and and and so for either reason, you know, not not accepting what you C. S. Was trying to do. How do you whatever management level we’re talking about? How do you what’s your recommendations for getting that kind of buy in among leadership because it’s it’s essential otherwise this work is going nowhere, you know. So what do you recommend there?

[00:33:37.34] spk_3:
Oh that’s such a good question. I will try

[00:33:39.69] spk_0:
To finally only took 29 minutes. Almost all right.

[00:33:43.25] spk_3:
Yeah. The other ones were no, you’re

[00:33:45.83] spk_0:
suffering a lackluster. There’s no question about it. There’s no question.

[00:33:52.24] spk_3:
I uh I’m happy to to try to take a crack at that. Um and but also I’m really interested with uh with what Yolanda and Roger have that, so if you don’t mind, I’d love to have like that be a team effort. Um

[00:34:05.13] spk_0:
but

[00:34:21.54] spk_3:
but I’d say, you know, there there was no sort of, there was no overt objection to it. It was just more of a sense this understanding that when you want to track when you redefine success and you want to meaningfully track that, that means we’re gonna have to have a hard look at our systems and our status quo of how we usually track and monitor things and to to unpack some of that and potentially to have to change um

[00:34:41.64] spk_0:
what

[00:34:42.02] spk_3:
we’re defining as success and what even systems or tools or capacity we have to be able to then consistently monitor and learn from it. So I would say that it wasn’t, there wasn’t a particular opposition, it was just more of a question of,

[00:34:59.74] spk_2:
well,

[00:37:28.33] spk_3:
what does new success actually look like. Uh and I think for that the approach was more just creating an authentic space for learning that no matter what level you are in an organization of space to ask critical questions together and to relearn and re envision together and have really difficult conversations about what we might need to be doing differently and why that’s important for what contribution we’re trying to have is so fundamental and that it doesn’t from my perspective and maybe this is my personal opinions towards like hierarchy were all at the end of the day, people with different ranges of responsibilities that hopefully if we’re showing up at that meeting and that conversation and good faith want to do better. Um, and so maybe that’s naive of me perhaps, but I think some of it was just creating a lot of spaces without particular judgment, but very honest, candid conversations about um what what’s different, what does success actually look like that needs to look different from how we’ve defined it before and then um what do we need to do as a team to be able to outfit ourselves to authentically monitor that and hold space to check back for whether we’re really um meeting the markers that we have and if we aren’t how we’re willing to adapt. And so maybe this is my own opinion every I’m an organizer at heart. So everything’s a campaign and part of that is a mix of sure pressure, but also persuasion and bringing people on board to join in a collective vision with you and see their role in it. And so I think there’s a lot of conversations along the lines of that and then a lot of conversations about if we’re going to do more of this, what are we going to do less of and having to make difficult decisions about what we prioritize and actually invest in. Uh those were difficult conversations and that is a okay. And so just giving yourself the time to work through that so that when it comes time to start up these key performance indicators and this initiative with equity and inclusion as barometers for progress that we’re all on the same page and were brought in and we know how we’re going to do it.

[00:37:57.13] spk_0:
Well if any of that was naive then I share your naivete. So I don’t think it was, but that’s because I’m with you all right. Uh Irlanda, do you wanna Danielle opened the door? Do you want to talk about? You know what I want to focus on leadership? Leadership buy in for Again, it could be anything from unawareness too. I don’t know. It could be blatant racism and just unwillingness, you know, at the at the extremes. What about leadership by in which again I think is essential to this work.

[00:42:30.50] spk_2:
Well uh it is right, it’s not, there’s no guests, right? Uh leadership buying is absolutely essential. Um And it is going to help drive longer term change and success, but a couple of things that Danielle said makes me think like that. So I’ve had a couple of experiences. I have had a myriad of experiences, I’ve had experiences where your your stuff trying to like you’re back at the business case, right? You’re back at business case. So so for those of us in the in the Jedi, I say look at Danielle Danielle, for those who can’t see, Danielle is vigorously nodding her head. Um the business case. So when Jedi hit the scene, when equity diversity E. D. I hit the scene, um the business case was like a really big thing because when we think about Jedi, it’s really rooted in how people feel the experience that people have or lack thereof, and how those experiences create inequities that can show up in education, obviously in business um in the health care system, you know, pretty much any system that we have with that inequities can can show up in. So what’s important for us to take into consideration, how do we get this by it? And so what we had to do was is we had to make the business case which was a lot of contributed in money, right? We had to say this is this is relevant to a business because businesses that are diverse that have diversity of thought, not just the color of someone’s skin, diversity of thought, thrive, They do better. And there’s years of evidence for that. Um so long before we really were having conversations about inclusion and justice and how people feel we were having conversations around your business should do this and it’s worthwhile for your business because you will get a return on your investment financially. Um, and I love the fact that we’re kind of shifting away from that and uh I’m having a lot less of those conversations and a lot more conversations of I know that there’s a problem. I recognize that something must be done. I have no clue where to start or I know that there’s a problem. I just don’t see it, help me learn how to see it and in that work it’s very, very difficult and it takes a long time. And so I’m lucky that in my current experiences I have with leaders that that know that there’s a problem and want to do something about it. But the struggle sometimes is what one thinks is the solution to the problem is not the solution to the problem. So what I see happens is you get the buy in. Sometimes you might have an organization where you have buy in from leadership. However, when you talk about what the actual solutions are, that’s when there is discrepancies, there’s discrepancies on whether or not we can actually solve this problem by by enacting that solution. And so we have to have a lot of conversations around resources and for me, I’m able to really elevate vision right, what is the vision of your organization? So I could ask that all the time. Staff say how I would love for my organization to put E. D. I first right to elevate equity. What is the conversation that I need to have with my manager, with my boss, with my supervisor, with leadership? How do we have this conversation? And I really challenge you to kind of like look at the vision and I’m encouraging those who really feel like they want to be a part of organizations that are putting this type of work forward. Take a look at the vision of the organization that you work at. We have an inclusive equitable regenerative system. So I was able to say if we want to do this work, we have to think about equity, but we have to take into consideration if we know that we’re not only going to get a return on our investment are people are going to feel better. They’re going to want to be here. They’re going to um, feel valued being here. You don’t have to work your employees to the bone to get dedication from them and treating them like human beings is how you’re actually going to be able to work together to create not only solutions but a space where everyone can show up as their true, authentic selves and feel good about being at work. Um, and we’re not there yet. You know, we’re not there were not there at the lab right? We still have these challenges internal to our organizations. Just like other organizations.

[00:43:03.80] spk_0:
I am gratified that you’re having fewer conversations that are based around money. You know, bottom line, that’s, that’s encouraging in the end it is all it is all about the bottom line but that you’re having fewer conversations that are rooted in that, you know, that are, that are explicitly about why it’s better for your, you know, how it will help your bottom line um, Raj. I’m only turning to you because Danielle suggested that you might want to comment on this. So uh would you, would you like to on the, on the buy in? We just have about 10 minutes left or so.

[00:43:18.30] spk_1:
I don’t have anything more to add than what these folks do.

[00:43:22.05] spk_0:
Yeah,

[00:43:22.68] spk_1:
I did share though, Danielle with Lane frisco and Denise done. Um how happy it makes me here? How happy it makes me to hear you share this in this way. So thank you so much.

[00:43:35.90] spk_2:
Oh,

[00:43:36.50] spk_0:
you’re thanking me.

[00:43:37.80] spk_1:
Yeah, I’m always thinking tony and I’m thinking Danielle and of course dr Williams all the time.

[00:43:54.20] spk_0:
Yeah. Well, these voices, right, the conversation needs to be elevated and I can help deliver it to another 13,000 folks. So, um Yolanda, I have a question um, I am, I am, I am, I am I because you’re the Director of, of Justice Equity diversity inclusion. I am. I am I to 2019 If I refer to D e I

[00:44:07.89] spk_2:
am

[00:44:08.83] spk_0:
I am I if I’m if I’m three years old, if I’m living in the past. Tell me and I’m asking you d i is what it used to be. But now I see Jedi more, I see Jedi emerging, I know

[00:46:07.58] spk_2:
are you 2 2019? Ah that’s that’s a lot of pressure to put on. Maybe you’re not there and you’re jeremy Tony and I respect that. But I will say I will encourage folks that are still really focusing on like, quick. The fastest Jedi training that I ever can give right is um, the justice aspect is is really, really important because it takes into consideration where we are, And it’s really difficult for us to look at how the existence of things as they are right now in 2022 without paying homage and respect to the fact that there is a very specific reason why we are facing the inequity that we face today. And so it’s important for us to bring that element to the conversation, because then we can say the reason there’s a really good reason why we need to have a conversation with our HR department about whether or not this level to position needs to have a bachelor’s degree, and that is that role actually necessary? Or have we are we a product of a of a society that folks of privilege and power decided what was necessary in order to be able to succeed again defining what that success looks like. And so we are just perpetuating that same ideology, even though we know that’s not true, and so how do we really root equity diversity and inclusion in in, you know, in a way that allows us to change from the way things used to be with recognizing that it’s not going to get us to where we want to go. So that’s why justice is a really key component. But again, some folks aren’t there in their, in their Jedi journey. Um, and I aspire okay,

[00:46:43.58] spk_0:
well, and I regret that I personalized it. I got, but I was thinking, I was thinking to myself, but you know, because I don’t mean to put pressure for Jedi, I love Jedi Jedi warrior. You could be a Jedi warrior. Um, yeah. Okay. Okay. Um, let’s see Danielle, why don’t you, why don’t you leave us with some, uh, inspiration if you like or something that you think we haven’t talked about yet doesn’t have, doesn’t have to be, uh, doesn’t have to be grand inspiration. Maybe just something that we haven’t talked about yet that you’d like folks to know about, uh, this work, this journey that that you see us went through. I’m gonna give you the chance to, uh, to leave us.

[00:48:52.87] spk_3:
Sure, you know, it, this is gonna sound a little atypical, but I think the for me, what’s been inspiring is that we’ve already learned, What isn’t working from what we did with provoke. Don’t take that personal rush. I mean, that is a wonderful wonderful thing because what weird doing is we’ve built in an invitation to ourselves as I would invite our advocates and any other organization that um is questioning whether they um have the knowledge or expertise to deepen equity and justice in their work and have to measure that. Um I think we’re a perfect example of organization that doesn’t have a deep expertise in this, but still wants to do it and is trying to do it, had built out something that I think really has helped ground us to be able to see how we need to keep improving. Um and that, for me is uh pretty inspiring because Ellen and I were talking a little bit about this before very often this can feel like an such a high stakes topic that can sometimes paralyze people from investing in it in taking steps. And I think the inspiring thing here is we’re already learning in the first couple of years of using these KPI s ways we can organize the local teams to to be a little bit better and more thoughtful in justice and equity, and we’re also learning that um there’s opportunities to reiterate and and strengthen our key P. I. S. That is an invitation for more learning and accountability, and for me that’s pretty, pretty exciting because this is ongoing work. I don’t think there’s gonna be a year that you see us as check we are an anti racist organization, it’s going to be ongoing work, and that’s exciting.

[00:49:21.27] spk_0:
Perfect inspiration. Thank you. And I realized that uh I made a mistake, Yolanda, I’m gonna let you take us out because B Lab, the lab is in this for takeaways. What what you what you can share with your your your 4000 certified companies. So you take us out with some with some takeaways.

[00:50:59.06] spk_2:
I love that. Um don’t let perfection be in the way of doing something right. Doing doing nothing is never good enough. So I love what Danielle said about a moving target as well. Um lean into uncomfortable that we don’t know what a utopian world looks like. We do not know what an equitable world looks like. We don’t know we haven’t had it yet. That’s the beauty and all of this is like we can imagine whatever we want and so be a part of what the new normal looks like. Step up and take apart to stake your claim because we’ve all we are all a product of of systems that were created before we got here. We are in a unique juncture in society in history that we can take a part in what success and the new normal books like moving forward and we can create systems that actually are inclusive for everyone that allow everyone to succeed regardless of where they were born, what they looked like, their social and economic status, um sexual orientation. We have a weird and unique space that as our leadership and when I say leadership, I’m not just talking about organizational leadership, I’m talking about in the world humans and and society members who have been a part of making decisions for a long period of time. That shift of power and influence is shifting and we’re all getting apart and we and so this is a unique opportunity, don’t squander your opportunity to be a part of something different for your Children, for our future for youth. Um we get one shot. Um and and this is gonna be, this is gonna be shaped the next 500 years of society. And so I want to take, I want to encourage everyone to kind of step up to the plate and and take ownership of your part in what the future’s gonna look like for others.

[00:51:45.46] spk_0:
Perfect, thank you. That’s Alando Williams, Director of justice, Equity, diversity and inclusion at B lab, also Daniel Fox Campaign and Science Network Manager, the union of concerned scientists and the other person around was is raj Aggarwal, president of provoke who asked me to not focus on him too much. So I took him at his word. I assume he was. I assume he was honest when he’s when he made that recommendation, made that made that request, I should say so.

[00:51:50.41] spk_1:
tony what do you think? Don’t you think it was better to focus on Dr Williams and Danielle.

[00:52:03.35] spk_0:
I do, but I’m I’m disappointed that you didn’t expect me to do that anyway. So little faith after the third time on the show and still still thinks I’m an underperformer. Thank

[00:52:10.62] spk_2:
you like I know how to do my job and I didn’t, I didn’t need you, but thank you, thank you. All right,

[00:52:31.55] spk_0:
maybe the fourth time if there is 1/4 for you, I’m not sure I would say anybody wants to be on nonprofit. radio Uh, don’t partner with Raj in 2023 because you’re greatly reducing the likelihood of being of being selected. Uh, Alondra Danielle raj, thank you very much.

[00:52:34.42] spk_1:
tony it was really nice when we received your emails, valuable

[00:52:43.75] spk_0:
conversation, I appreciate it and appreciate you all for being good sports to while I uh, make fun of raj, especially

[00:52:49.43] spk_3:
thank you

[00:54:07.05] spk_0:
and thanks to all of you for being with tony-martignetti non profit radio coverage of 22. Ntc the 2022 nonprofit technology conference with the hope that we will be together in person in 2023 in denver colorado. Thanks so much for being with us Next week. More from 22. NTCC asking for receiving and giving feedback if you missed any part of this week’s show. I beseech you find it at tony-martignetti dot com we’re sponsored by turn to communications pr and content for nonprofits. Your story is their mission turn hyphen two dot c o our creative producer is claire Meyerhoff 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 be with me next week for nonprofit radio Big nonprofit ideas for the other 95%. Go out and be great. Mhm mm hmm.