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Nonprofit Radio for May 5, 2025: PII In The Age Of AI & Balance AI Ethics And Innovation

Kim Snyder & Shauna Dillavou: PII In The Age Of AI

Artificial Intelligence and big data have transformed privacy risks by enabling malicious, targeted communications to your team that seem authentic because they contain highly accurate information. Kim Snyder and Shauna Dillavou explain the risks your nonprofit faces and what you can do to protect your mission. Kim is from RoundTable Technology and Shauna is CEO of Brightlines. This continues our coverage of the 2025 Nonprofit Technology Conference (#25NTC).

 

Gozi EgbuonuBalance AI Ethics And Innovation

Gozi Egbuonu encourages you to adopt Artificial Intelligence responsibly, in a human-centered approach. First, be thoughtful with the threshold question, “Should we use AI?” If you go ahead: Create a thorough use policy; overcome common challenges like staff training and identifying champions; manage change intentionally; and more. Gozi is with Technology Association of Grantmakers. This is also part of our #25NTC coverage.

 

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Welcome to Tony Martignetti Nonprofit Radio, big nonprofit ideas for the other 95%. I’m your aptly named host and the podfather of your favorite hebdominal podcast. Oh, I’m glad you’re with us. I’d turned dromatropic if you unnerved me with the idea that you missed this week’s show. Here’s our associate producer Kate to introduce it. Hey, Tony. Our 25 NTC coverage continues with. PII in the age of AI. Artificial intelligence and big data have transformed privacy risks by enabling malicious targeted communications to your team that seem authentic because they contain highly accurate information. Kim Snyder and Shawna Deleu explain the risks your nonprofit faces and what you can do to protect your mission. Kim is from Round Table Technology, and Shawna is CEO of Bright Lines. Then Balance AI ethics and innovation. Gozi Egbuonu encourages you to adopt artificial intelligence responsibly in a human-centered approach. First, be thoughtful with the threshold question. Should we use AI? If you go ahead, create a thorough use policy, overcome common challenges like staff training and identifying champions, manage change intentionally, and more. Gozi is with Technology Association of Grantmakers. On Tony’s take 2. Tales from the gym in addition to my gratitudes. Here is PII in the age of AI. Hello and welcome to Tony Martignetti Nonprofit Radio coverage of 25 NTC, the nonprofit Technology Conference. We’re all together at the Baltimore Convention Center, where our coverage of 25 NTC is sponsored by Heller Consulting Technology services for nonprofits. Our subject right now is PII in the age of AI. Personally identifiable information in the age of artificial intelligence, safeguarding privacy in a data powered world plus we’re adding in the topic. Alright, already the show’s over. I wanna thank you all for coming. Uh, we’re, we’re here all week. Uh, be sure to tip your servers, um, and we’re adding in the topic a little more privacy please. Colin, diving into data privacy. All right, because, uh, our guests, um. Ask to combine topics which made a lot of sense. Um, but, uh, before I introduce the guest, well, now, let’s do it this way. So we have, uh, stand by there. We have, uh, first is, uh, Kim Snyder. Kim Snyder, um. I gotta take a deep breath. I do, uh, Kim’s title. I’m gonna hyperventilate trying to get enough air to oxygen in. I’m only 140 pounds. I don’t carry enough in my lungs to carry this, to carry this title of virtual digital privacy Project and program officer. You know Joshua Pesca is thanked for that word salad of it’s all nouns. It’s all it’s all one adjective. 12 nouns. Joshua, you’re, you’re out. Anyway, and then CEO doesn’t get any easier. OK. Also with us, uh we have a special guest who’s gonna give a couple of syllables. Uh, let me introduce Miles. Miles, say hello. Hi everyone, it’s Miles with Fundraise up. Thanks Tony. My pleasure. Miles is sponsoring the hub next door at Fundraise Up, so I, I thought I’d give him a little. He asked to give a shout out, so I said sure. And uh they’re giving away free socks. That’s what fundraise Up is all about socks and what else do you do at fundraise. Right, so we help nonprofits raise more money with AI and we do that by not using any identifiable information and are completely compliant across the globe. All right, that’s what a segue and not even reversal incredible. All right, you’ve overstayed your welcome. That’s enough. OK. OK. OK, thank you, Miles. No, thank you. I, he was, I, I did invite him after he pleaded. OK. So we are talking about PII. So Miles, a perfect segue, beautiful segue into personally identifiable information. Uh, Amy, we’re gonna do the overview, so I’m gonna ask Kim. Virtual digital data, virtual digital privacy project and program officer. I’m gonna ask Kim Snyder. No, I’m gonna, no, I’m hitting it hard. Uh, so for an overview, why, why do we, why do we combine these two topics? What are our issues around personally identifiable information and, uh, and artificial intelligence? Kim Snyder. So they both center on the issue of personally identifiable information. So on the one hand we’re talking about what kinds of regulations exist, how do you manage your data I’m too far away. Don’t whisper, Kim. Everybody hears you. Oh, go ahead. I’m waiting. Um, now you, you edit this, don’t count on too many edits. Oh dear, OK, alright, so, um, we’re talking about personally identifiable information which for quite a while for the last couple of NTCs have been talking about this here and. For quite a while it’s been about more about regulation this year I have to say it’s about having our data out there and vulnerability and so looking at data management and how do you start to take stock of your data so that it is less vulnerable and the person the people whose data it belongs to is also less vulnerable and the other topic which I’m here with my co-facilitator um. Uh, Shawna is with all the amens and I’m here. I’m just like I’m a man, yeah, in the, yeah, so, so talking about how that what constitutes personally identifiable information, how much that’s expanded in recent years and Shawna, what’s what’s your bright lines, how are you related to. Yeah, yeah, so Bright Lines, I founded it 4 years ago. We are a doxing prevention company for folks who don’t maybe know what doxing means. Yeah, it’s define it please. When folks will use your personal information or sensitive information, they’ll post it publicly, essentially posting your documents, that’s where doxing comes from with the intent to incite others to do you harm. So there’s like a malevolence there, right? I don’t usually consider it doxing if someone posts like. A relatively available email address from like a professional setting. I do consider it doxing when it’s your personal email address and the intent is to ask others. It could be your birthday, it could be, could be your wife’s or my man right here, yeah. the PII PII is an expanded. No, I never, no, no, actually I came out of US intelligence community. I was there as a much younger person and in a different age in the United States and in terms of our national security. It was really progressive national security person, um. The whole community, yeah, the I I’ll just say the I mean the intelligence community, yeah, yeah, I don’t usually get too granular with that um but the. Was it in the session description it would have said OK yeah we can talk about that. OK, well, I, I’m not sure I’m, I’m pretty sure, but there again it’s one thing when it’s like out on the airwaves. First is when it’s in like a session thing yeah and at at the time when I was there I was detailed out to the DEA this might have been what you read, to train them on finding their targets on the US side of the border of drug trafficking organizations so we were using these same techniques. I was training them in these like techniques to find people. We reverse engineered that now four years ago after the 2020 election when. Folks were going after Ruby Freeman and Shay Moss for just passing a piece of gum while tallying ballots in Georgia they have a penthouse in Manhattan now have the keys to that penthouses. Um, OK, interesting. So reverse engineer I see reverse engineered your, uh your prior prior work. All right. um, so referring to your session description, uh, how AI and big data are transforming privacy risks by enabling aggregation. So your concern is that the, the. Attempts at uh. Spamming people, not spamming but spoofing, fishing, they can, it can be so granular and so accurate that they, they look more and more real. This is a part of our problem, right? OK, and people and agencies, people are using artificial intelligence to gather this information and then and then put it together and collate and then threaten. So they will, so I think we could probably tag team on this. Do you wanna do the production part? So what we see is them gathering data. There’s a lot of data that’s out there about all of us, and I will. If there’s one point folks take away from me talking today in addition to my hype madness, it’s that this is not your fault. Our clients come to us and they say, oh, if I just hadn’t shared so much on public on social media publicly when I was younger and it’s like no no this had nothing to do with you. Your public records are being scraped by data brokers every day. If you own a property, if you’ve ever registered to vote someplace, if you have a driver’s license, which you have to have if you wanna get on an airplane, that data is being sold or scraped. So that’s the data that’s the source data for data brokers. So yeah, sometimes for free, for a, yep, OK, but publicly available, you don’t need to be, not an agency there’s no kind of like legal process to gather it exactly. This is why law enforcement officers, like certain law enforcement agencies now go around legal process and we’ll just buy data from data brokers. Oh, so much easier than defending a subpoena. to prove it to a judge to prove it to a judge and then if this if they move to quash the subpoena, you have to defend it. Exactly. So AI can now gather data from various sources, so it could be used to scrape these sites. It can then be used to connect data. Let me share a story. We got a phone call like a very concerned client. They had just received a phone call themselves from someone who claimed to have. Photos of theirs compromising photos from an old Snapchat account and on the call they described a photo that this that our client knew they’d taken right it was a photo of a room they were describing a room and the clients like, I remember that room. I remember that poster that they’re describing. I think I might have posted it on Instagram one point it was public, but how did they get my number? How do they know where I work and. My response was like, this is a scam. Someone scraped, someone bought a scra of LinkedIn. Maybe they connected that to your phone number. Maybe you have your phone number connected to LinkedIn because you use it from MFA for multi-factor authentication. They connected that to a handle on Instagram, probably using your face, a facial recognition. And then they just made this phone call and talked to you about your employer finding out about these photos, which was a bluff because your employer’s name is listed on your LinkedIn profile. It’s terrifying for her. And Kim has taken it a step further. So you can stitch all this together, right? and you can process all this data at speeds that never were possible before, but you can also use generative tools to create things so you can. Easily mimic a style of someone so you can also so you part of that data that you grab off of LinkedIn or social is somebody’s writing style so you can, you know, generative AI is really great tone and style and also events. So if you’re posting about events and things happening you could get. An email from your purportedly from your executive director or a colleague referencing that event and things that happened and people who were at that meeting it depends on how public the data is and then you know that can be used as a basis for a you know phishing email um that is a lot more convincing phone call yeah or a phone call this person that called our client was a human but they don’t have to be we’ve seen cases where EDs are being impersonated. And it’s video and it’s audio of them that is so convincing to the people that they’re reaching out to and this is it’s trivially easy to do right in our session in fact we had which one is the real Kim and there were two videos of me and one of them was not me um it was AI me but that cost me $29. To take that, so it’s not inaccessible. These tools used to be it used to be like really hard to do this or 25 cents and it’s like a photo in 3 seconds of audio, and they can make those videos, yeah, and you can have me say you don’t even need me saying the alphabet or or Kim’s title for Christ’s sake or half of Kim’s title. I did say you could swear. I didn’t say you could take the name of the Lord. There’s a difference. There’s a difference. There are boundaries even on nonprofit, there are boundaries. This is Chris. I’ve, uh, I’ve gotten, I’ve gotten these, uh. Dear Tony, I know I could have called you at my number or or written to you at my address accurately, uh, but I chose this method instead. So now I know they’ve got my email and my phone and my address, uh, included a picture of my home, which they probably got from Google Maps or, or right, and, uh, I, I some kind of bitcoin bitcoin scam. But how did that make you feel uh the first one I was a little like. Yeah, I was a little nervous, but, but I’ve gotten, uh, we all have gotten Bitcoin scams in the past, but this one had, like, you know, like you’re concerned that amount of information a lot of, yeah, yeah, it had the right and uh I, you know, I, I ignored it with some trepidation and then like a day or two later I got another one and you know I knew I was just kept coming. It was bullshit. Yeah, I saw one of those from one of our threat intelligence partners, someone who swims in this every day, and it terrified him and his wife. Yeah, because it’s so it’s so close to you. It’s why receiving one of those phone calls or back in the, I would say back in the day I got really energized around Gamergate started to try to support the folks who are being targeted by Gamergate. This is back in 2015, and they would describe what it was like to have like, you know, I sleep with my phone next to my bed. And or under my pillow and to have that be the stream of all of this like directed hate messages like you should kill yourself or I’m gonna do this to you or I’m going to do this to your parents or whatever the case might be. It’s so proximate that technology removes what feels like barriers between you and everyone else, and the issue with doxing so terrifying is that you don’t know who it is. It could be anybody. How do you walk down the street? How do you like sleep in your home, not terrified? You don’t know. I never thought about that. Who’s coming after you? Thank you. I never thought you bet new nightmare unlocked. Yeah, no, no, you know how, but Tony, so you get these things because you’re you’re killing me. It’s supposed to be reassuring us here on nonprofit radio. Well, you’re terrifying. We’ll get to that. We will get to that party eventually we’re we’re great parties, but, but, OK, so you’re, you know, more public person, uh, you, you know, nonprofit radio, so, so you. Get these things it’s a little unsettling and unnerving for you, right? yeah like so imagine how like a nonprofit staff person who happens to be working in an organization that may be more targeted by malicious actors, OK, so one is so your staff member starts to experience this and this may this could freak people out, right? So that’s who we’re thinking about. Um, and kind of raising the awareness, OK, yeah, I mean these are folks already dealing with some level of cortisol at a on a regular basis because of work because of their mission. I think we’ve spent enough time on motivation, and let’s let’s, uh, let’s let’s transition, uh, not subtly very abruptly to what the hell do we do? What do we do it already. Is it already too late? It’s never too late. I’m sure you’re not gonna say it’s too late. No, I wouldn’t be here. Yeah, well, I also believe it and I’ve had those moments. Listen, I live in DC and DC DC Health Link had their data leaked and taken a number of years ago and my child who had not even turned a year old had her social security number lost in that breach and I was like, oh man, she’s not a year old, you know, like how is this? This is the world we live in, right? And I turned to my partner and I was like, this is just, I don’t even know why we bother. And she’s like, you can’t, you of all people can’t have that feeling. It’s OK that you do right now, but you have to keep going. No, there are plenty of ways to ameliorate it. Yes, let’s get, let’s get into them. So what we’re with you. Why don’t we start? Go ahead and then we’ll go to Kim. Yeah, I think you can think about this so the individual as the vector to threat to the organization that can be reputational financial threats to the organization could make it hard to fundraise if you don’t support that person very well. Um, you, you would harm your reputation, say, or, um, it could make you look illegitimate to your funders, right? So if you can think about where the risks are to the organization, that’s one set of what to do, right, action items, and I might leave that with you and speak more to the personal. So when it comes to protecting yourself as an individual, there are plenty of ways that you can work to remove your data online was referring to Kim, not me. Oh yeah, no, Tony’s not gonna take that part no Kim’s got that, um, Kim. I won’t try your title um when it comes to the individual, listen, all of us have data out there again it’s not our fault we have lived a life, right? Like we’ve done things it’s, I think it’s a betrayal of trust in our own local governments that they sell this data and no one’s ever asked us for consent they’ve never informed us, etc. etc. etc. OK, so what do you do? You can sign up for one of those services that removes your data from data brokers we consider that like um. Like taking Advil, right? Like it’s like kind of taking care of some of the pain and some of the symptoms. What we also recommend is like looking back to the source data itself. So if you own a property that you live in, we always recommend that people consider moving it into a revocable trust that they don’t name for themselves. You’ve seen too many estate attorneys call it the Tony Martignetti revocable trust. Exactly exactly a different a different name to the revocable trust. That’s it. So now the ownership is obscured its data that’s already out there from prest. This is the argument that our interstate attorney always gives us and we have to educate them on this. They’ll say, oh, but it’s your name’s gonna be on the document granting it to the trust, but your name was there before on tax documents. The way data brokers work is that they’re constantly pulling this data down and renewing their data set. So when the new data comes down at this address, they want the most accurate, the most recent. they’ll overwrite it. So it may be that you lived at that address at one time but you don’t any longer and if someone’s looking for that address, it’s not your name on it. So it will get overwritten, especially over time. What we’ve seen wildly enough is that when that piece comes out, it’s like a house of cards. When you pull that property record out the rest of it tends to fall apart. We see our clients less and less on ownership is kind of a uh. a core or a hub to to other data yeah absolutely yeah I think there’s some connections happening there with like app user data that’s also on an ISP that’s connected to the house, etc. etc. is there other pieces about that location um that create profiles anything else we can do on an individual level besides the uh property ownership. Another big vector is voter data and I know that’s probably not popular in this audience because a lot of folks believe a lot in the voter file and voter data and using it and I, we often see voter data on getting used mm. Getting bought and getting scraped and so we will recommend that folks apply for programs in their states called address confidentiality programs or safe at home programs they’re always set up in with uh survivors of intimate partner violence in mind but a lot of the programs are pretty expansive, so if folks are concerned about stalking or harassment they can also apply and that then gives them a proxy address in some states like in New York across all agencies. So the DMV is now not going to sell your home address and your name. They’re going to sell your your name and your proxy address together. And and shout out the names of those programs that you would look for at your state. Address confidentiality program or safe at home. If you’re interested, the National Network to End Domestic Violence NNEDV.org has a comprehensive up to-date list of those programs. OK, awesome. Kim, uh, before we turn to Kim, uh I think you’re the perfect question perfect question answered. Person, you’re a person, you’re a person. You’re neither a question nor an answer. You’re you’re just a person with a lot of answers. Um, I read once, it’s so hard to unforget, you know, to unlearn things that, uh, the value of, of stolen data is really in the future is more financial like so that the bad actor can act without you tying it to a specific event. So my credit card, let’s say a credit card number is compromised, it’s of more value if it’s 3 years old than if it’s just a couple of weeks it was just stolen a couple weeks ago. Is that true or is that incorrect? I can see that. I can see that being true. Maybe we’ve gotten a little bit better banks and credit cards have gotten better about just reissuing new cards. Websites tend to push you to change your password when they’ve alerted you that there’s a breach, so I, I think. The private companies more so in government agencies but private companies I think have caught on to that a little bit and I think there is some truth if it’s not for financial means but really someone trying to go after you, we call that a ideologically motivated attacker. What we saw you used the word vector before I did, yeah this is my background so they um. What we found with uh a university, a client that’s a university, their students were being targeted. Some of these outside groups showed up to student houses over the summer. The students had already graduated. We’ve gotten some of their address stuff removed. The addresses weren’t available in connection to their names online any longer. So what we think happened was that those addresses that was screenshot and saved. That can happen, yeah, so it’s not a perfect fix. However, what if you have one as an intelligence officer, if you have one data point, so you have that screenshot, but then you have all these other things telling you that Shawna Dilla no longer lives at that screenshot address, you might show up there, but you’re not gonna spend a lot of time on it because you can’t verify it. You can’t confirm it with another source. Makes sense? Yes, thank you, thank you. All right, Kim, let’s turn to you on the organizational level. What, uh, what can we do, uh, there to. Protect ourselves from what’s already out there. How do we help nonprofits and small and midsize are our listeners. Alright, so for many years the the kind of mantra has been to verify, verify, verify verify. I thank you very much, that’s Kim Snyder and Shawna. No, I’m joking. She’s like I’m we’re out of time. No, we’re out of time. Are we out of time? No, I’m only child I fall for jokes very easily. I wish I had known. I wish I had so many. I had so many more. I had so many more in mind for you specifically talking about a targeted attack. Oh my, talk about a vector vector I was coming right at you. I could have written that you’re you’re putting this on the airwaves. You know how vulnerable you are. Oh man, I got all kinds of advantages. All right, I’m sorry, I interrupted you. What was I talking about dying. Go ahead. OK I’m sorry. OK, so we used to talk in cybersecurity world about, you know, verification verify, verify, verify that was the mantra, right? So now we kind of reshape that so that it’s vet and verify so have kind of multiple ways of verifying especially incoming requests. Anything kind of trust your spider sense is what I’d say if something seems a little bit off like what what are we talking about? So if you receive an email, if an email comes and it, you know, it comes from your development director who’s saying who’s referencing something that you just went to the panel or if it comes from accounting, write a check if any money is involved. And it wasn’t like completely expected even if it was a little expected actually I’ve seen I’ve seen this happen where people got into um nonprofit systems and using AI can scan what’s going on very quickly. And then target things that are about to happen from kind of things that are OK, so, so I would, so the instinct instinct, OK, use your, use your instinct but also make it a policy, make it a process that you just follow uncomplicated process for verifying like any financial transaction needs to be verified even if it’s expected, yeah, so yeah, so you wanna walk through that. You just get much, much more deliberate. About verification and and who is it coming from and you don’t want to. Confirming, did you send this email or not replying to the email, but my phone yeah exactly yeah you you send this email about this rush transaction or or routine transaction. Do it in a different format right different channel, yeah, so you know, and even though the instinct may be email back quickly but no right um but then what you do also is create a culture in your organization where that’s OK to do where it’s OK to take that extra 30 seconds minute to you know verify to ask someone for their time to say I just wanna check, did you send this to me? Um, and in that way it’s OK even if it’s because he’s actually director you can say, did you send this to me? I just wanna make sure and so that that’s an OK thing to do. In fact, that’s a good thing to do. Now we can’t they have to be boundaries around this because we can’t do it for every, every message we get so you mentioned. financial financial transactions and no no no not nervous at all financial no no no financial transactions, any kind of initiated correspondence where they’re asking you for something or for some information. I saw a scam recently where the uh an an old employee was trying to be reinstated and wanted to go around HR to IT to get their accounts reset up like I’m I’m coming back and it was like using the person’s middle name so it’s already a little bit fishy but. They went all the way up to the CTO of the of the company and said hey so and so and these people were friends on LinkedIn and like had shared messages back and forth so the attacker knew this was a personal relationship. hey so and so I’m trying to get reinstated. They’re telling me you need to go to HR, but like I but I can do this. I just need to get my account access back up and online and the CTO is like no. Oh bro, you gotta go through HR. I can’t do anything because they had those controls in place, but small and let’s be fair, small and medium sized organizations don’t, so I’ll just take care of it now or we don’t have a, we don’t have a we don’t have any clear guidelines that we give to people for all requests we need to go to HR. I thought of another. Potentially nefarious request you send your logo. Could you, could you, I need a I need a high def for the logo, you know, the, the, the, the JPEG I have is, is not good. I need a high definition logo that could be that could be to produce a check that could be to make a spoof a spare a spoof website, um, OK, I mean, but it seems innocuous send a logo, yeah, it’s very easy to spoof a website, right? So you know, you know, check. Also check where it’s coming from, right? So you know I’ve had an organization where there were two spoofed, um, there’s spoofs on both ends a spoof of the funder, a spoof of the the grantee. Can you tell us more about that story? It’s a really good one. So yeah, so they, they got into an organization’s, um, you know, Microsoft environment. I asked the questions here whoops. Go ahead. Uh oh, off the mic. 3 like 30, go ahead. So, um, Anyway, that’s late in the day. And I’m thirsty. Yeah, late in the day it’s not it’s, it’s well it’s almost 3 o’clock. You’ve been going since then nonstop. Um, anyway, all right. So the organization had someone get into their systems for a very short time, but in that short time they were able to tease out some information again this is AI can help with this kind of analysis short you know canal is a lot of data that it can grab very quickly and um identified some upcoming financial transactions which were rather large and so um in order to kind of trick. The person to sending to the wrong place, they set up fake websites, fake websites for the foundation, fake websites for the grantee, and domains not websites domains, and so then they had emails coming back and forth you could hardly see the difference and so the, the, the real people, the real people were communicating with the bad actor on both sides and the money. And he got sent to the wrong place, OK. Yeah, that was, that was actually no they did great, but, but it was that was a happy ending, but not necessarily. We started with Shawna, so we’re gonna end with Kim. give us oh no we did OK well I’m not Shawna, your mic is down but that she still gets through. She talks and laughs so loud you hear her over Kim’s mic. No, I didn’t, I did not but one more thing before, before we unless we’re totally out of time, um, don’t shoot the messenger. So create a culture. This is another thing that’s any size nonprofit can do where if something happens, if you click on that thing, if you did that thing that you feel like uh. That was really dumb, right? Make it OK to report that and you don’t get in trouble and there’s no shame and blame because it happens so but yeah the the no blame kind of we encourage you to. You know, say it, yeah, call yourself out, yeah, and there’s no punishment, you know, some organizations like they don’t want bad news at the top, so. All right, we’re gonna leave it there, OK? All right. That’s Kim Snyder. Virtual digital privacy project and program officer Roundtable Technology and Shana Dela Vu, CEO CEO Bright lines. Thank you, Kim. Thank you, Shawna. It’s a pleasure. Shawna laughed her ass off. I’m a good sense of humor. All right, I love it. Uh, and thank you for being with a, uh, well, whimsical, I’m not sure it covers it. Raucous maybe, uh, at one point, uh, uh, uh, anarchical because, uh, there was a question that I did not answer. Uh, session. Uh, thank you for being with us at uh 25 NTC for this episode sponsored by Heller Consulting. Technology services for nonprofits, virtual digital privacy project and program officers. It’s time for Tony’s Take-2. Thank you, Kate. A new tales from the gym episode just happened this morning, this very morning. I was minding my own business as I do on the elliptical. And overheard two women talking. One lives here permanently, and the other one who said her name. Sandra Lynn, uh, she lives in North Carolina, but not here in Emerald Isle. She lives, uh. In the Raleigh area, like that’s about 3.5 hours, 4 hours away, roughly. And she was lamenting, Sandra Lan was that uh that she can’t live here full time, house prices are high. And she also still has, uh, her mother and her father-in-law, so her husband’s father are still both alive, and so she needs to stay in that area, but she was, you know, looking forward to retiring here sometime but lamenting that she couldn’t live here now. And that got me thinking as I was on my. 6th or 7th uh interval on the elliptical. I do 88 episode 8, Not episodes. What did I just say? 8 intervals. I do 7 intervals of a minute, take a minute in between, and then the last interval is 2.5 minutes. I was toward the end and it got me thinking, listening to Sandra Lynn. That, uh, I’m grateful that I do live here full time, permanent. This is my home. And that, you know, it’s that there are other people who don’t live here who wish they could, you know, so, uh, you know, I, I add, I have, I have a long list of gratitudes, but I don’t specifically say grateful that I live here in Emerald Isle full time. So I’m gonna add that to my gratitudes that I do every, I guess I’ve told you every 2-3 times a week. I’m adding. Gratitude that I live here in Emerald Isle full time in this beautiful place and I have the ocean across the street. Uh, your own gratitudes. I hope you’re, I hope you’re doing your gratitudes out loud, at least a couple of times a week. That is Tony’s take too. Kate. You do sets. Uh, well, sets are for, yeah, no, that’s different intervals. Intervals on an elliptical, you do a minute hard and then a minute resting. And then a minute hard and a minute resting, it’s called high intensity interval training, HIIT high intensity. It just means you do intervals of things like you sprint, yeah, I don’t run, I’m on elliptical, but you might sprint and then walk, and then sprint and then walk and sprint and walk. Those are called intervals. Sets are like you do 3 sets of 10 if you’re, if you’re on a weight machine or something like that, or maybe pushups, might be 3 sets of 10 or something like that. I don’t know, they seem, there seems to be a different, well, I think the interval is because you’re still active, you’re just resting in between the high intensity intervals. Gotcha. That makes sense? Yes, and I am grateful that you have a beach house. Yeah, because you get to, yeah, you get to visit and uh laze around and uh. What is the word I’m looking for, uh, not schmooze, but, uh, you get to, uh, I don’t know. I can pretend that it’s my beach house. Yeah. You can for a week, yes, but then, then I’m very happy to say goodbye. After a week. Love you too. We’ve got bou but loads more time. Here is balance AI ethics and innovation. Hello and welcome to Tony Martignetti nonprofit Radio coverage of 25 NTC, the 2025 nonprofit Technology Conference, where our coverage is sponsored by Heller Consulting technology services for nonprofits. With me now is Gozi Egwanu. Gozi is director of programs at the Technology Association of Grant Makers. Gozi, welcome to nonprofit Radio. Awesome. Thank you for having me, Tony. Pleasure. You’re welcome. Your session is AI strategy for nonprofits, navigate ethics and innovation. We have plenty of time together, but can you give me a high level view of the the topic and the session that you did? Sure. So the session was really, um, and was really spearheaded by Beth Cantor, uh, and it basically provides uh a balcony view of where we are in the sector in terms of AI adoption, ethical responsible AI adoption, the nonprofit and philanthropy sector. And so, uh, we really start with what we found in the Technology Association of Grantmakers state of Philanthropy tech survey that we did in 2024. In that survey we found what many grant makers are currently doing with AI as far as you know are they testing are they experimenting? Has anyone rolled it out enterprise level, which is, you know, at the organization wide level and what we found is that. And which mirrors quite what we’re seeing in the nonprofit world is that most folks are not using AI in terms of, you know, anything that’s crazy, you know, innovative at this moment it’s really just kind of, you know, meeting summaries, you know, taking notes, that sort of thing, um, and so and but in addition to that we found that while 81% of folks are using AI, uh, sorry, while, uh, oh sorry, 81% are using AI but only 30% have AI use policies, so. You’re using it but you don’t have any guard rails you have no way to tell your teams or your staff, hey, this is what we don’t put into the AI this is what we do put in so you’re really running the risk of having your information potentially used in a way or trained uh an AI model that, um, you know, could potentially put your members at risk, your grantees at risk, whatever the case is for your organization and so. With that little bit of an overview it basically came down to the importance of AI experimentation and really do starting slow starting at the very base level working with your teams to kind of talk through should we use AI if we did use AI what would that be for? So thinking about the use cases, the business, um, the business use like what what would be the business case for it and then you know assembling a nice team of folks, you know, as advisers or experimenters and champions at your organization. Uh, to really kind of help you all start doing that experimentation in a safe and low kind of like low risk way, um, and then from there really defining whether or not AI is your, your next move and then once you do have decide that AI is the next move you wanna move into that next level of the AI maturity which Beth, you know, covers really um really well uh you know you go from that exploration to discovery and then you move into experimentation and ultimately enterprise eventually. Um, but what we’re finding is that most folks are not there yet. They’re still very much experimentation early stage, very early stage, um, and, uh, you get to kind of get to see a case study of it through the work that Lawan did at her organization United Way Worldwide. OK, well, we don’t have with us, but you can provide a lot of context, lot of, lot of detail, I just said you could talk. All right, um, are, are we, do you know the you might not be part of what you surveyed, but was there even intentionality around should we, should the should we use question or did it just kinda happen because people started, people started hearing about it using chat GPT. Well, you know, with one of the questions that we did on the survey, we found that like there’s quite a few folks that are using it in what we call shadow use or shadow AI, which is basically you’re using AI but your organization doesn’t know what you’re using. I see. Alright, so that’s not intentionality at the organization level. No, no, no, I would say not, not. Uh yeah, so we really want to encourage the intentionality which is don’t start using the AI unless you all have that collective organizational conversation of is this something that we should be doing? Is it useful? Is there a business case to go with it? Is it relevant? Does it make sense? Is it safe for our organization? does it align with our ethics? And then consider going into experiments. OK, let’s explore that question a little bit uh now in 2025 because I, I suspect at 26 NTC we won’t be asking the threshold question, should we, should we use? So what, what, what belongs in the conversation if we’re, if, uh if we’re at the stage where Well, uh, individuals may be using it, but we don’t know. Or if nobody’s using it and we’re trying to decide enterprise wide, you know, is there not, we’re not even at the is there a use case like but should we, should we explore it? What goes into that conversation? Sure, um. Again that you know, really thinking about the business case. So when you’re having that conversation about should we use AI, then you have to think about what would be the specific usage of it, right? So say you’re the finance team and you’re considering using AI, what would be the benefit of using AI versus doing the doing the the work flow or process that you currently have and you’re thinking of having AI do? so you really. Kind of have to have that conversation like an in-depth conversation about the process that you’re doing right now. Is there anything wrong with it? Are we losing anything? Could we gain, uh, productivity, time in our days and our schedules if we were to move to using AI to do this one process or this one, this one work flow? Then at that point you think about, OK, maybe we do get a benefit out of it now that we get a benefit out of it. What are some of the things that we have to be concerned about now that we have a benefit is it that now we don’t wanna make sure we wanna make sure that any financial information that could be sensitive to any of our donors or their their personal information, do we not want to have that being able to be, you know, used in the AI model or whatever system that we’re using so you know, you, you start with here’s how we do. Things here’s how AI could potentially benefit and then you move into that conversation. OK, if we did, what are some of the risks and concerns really thinking through all of them as much as you can, we know that you can’t think for every single possibility, but as much as you can kind of write it out and map it out as a group with several folks in the room, the better that you are at being able to say yes or no on moving on with AI as that. Potential new solution. OK, and a part of what goes into this intentionality is a usage, a use policy, your, your, you know, you want us to be thinking about ethical uses. OK, uh, what, what are the, what are, what are the ethical concerns? How can you, how can we talk through those? Well, you know, one of the key ethical concerns is that we know that most AI models that exist now, including open AI, were trained on the internet, and we know the internet can be, uh, wildly biased, wildly biased, filled with lots of terrible things. Not only biased but misinformed, misinformed wrong yeah complete nonsense in a lot of cases, um, and so if you’re using these open AI sources that have been trained on the internet, then you have to be really careful about deciding to use it against, say your theory of change. So if you’re an organization that is er. Be uh vulnerable populations groups that are already kind of under attack, whatever the case is, do you want to have AI making or informing your decisions related to work that you’re doing with these vulnerable groups? More than likely no because the AI may choose to do things that are more in line with the group that is. Biased that may have you know may be unethical and so you want to make sure that whatever you’re using the AI to do that it isn’t putting the organizations and the people that you support and serve in harm’s way so really thinking through, hey, if we’re gonna use it in this way, maybe we need to use it in a way that does not put these groups in harm. Maybe we just focus on using it internally like folks do for the meeting. Notes because that’s a very low risk thing whereas if you’re you know input you know uh decisions about whether or not to continue funding an organization or trying to measure or not whether or not their impact is aligning with your organization’s missions and values some of those those questions are not as clear cut as yes or no, whereas an AI that is trained on purely just wanting to see impact, purely wanting to see a return on investment, which is not always the case of what happens in philanthropy. Then you really have to take, take a step back and say is this the most ethical decision to go forward? Could we be putting organizations in harm? Now you can control what a model is trained on, yes, but that requires something proprietary, right? You have, you have to pay a developer to, uh, to create that. I get I don’t know it’s called a small language model. I don’t know what it’s called, but something that’s trained only on your own data, but your own website, maybe your own documents that you that you provided, but that, that requires a fee and a and a developer. Exactly, it it can it can cost, it can be expensive. The other option is if you don’t want to go the route of creating your own AI you do a paid version because we know the free versions of AI specifically I’ll talk about open AI there’s not a whole lot of freedom or flexibility in turning off the settings to prevent it from training the model on the data that you input. And so in that case you definitely need a use policy because some folks would probably just be like I really need to you know analyze all of this data on all of the groups that we served in this, you know, community that is already really, you know, under attack or potentially in in harm’s way and then now you’re putting that information into the AI to have it, you know, into the free AI to start doing it’s now. and now the AI has all of these people’s information and can now use it to provide it to other people who may look them up or want to find data on. That’s you’ve you’ve shared data that it’s gone. I mean it’s yeah yeah yeah there’s no control. So yes, enormous intentionality, care, um. And what if we don’t have a, you know, we don’t have a, a chief technology officer, chief information officer, you know, it’s an executive director, CEO, and, and maybe decent sized staff. I don’t know, 35, 40 people, but they still don’t have a chief technology officer. How do we, how do we uh ensure the intentionality and care that you’re, that you want us to? Yes, um, there’s a couple of ways, and I think oh good, I think at the core of it you don’t have to have a CTO and even yourself you don’t have to be a technologist. I would never classify myself as a technologist, but we can, there’s ways to find training. There’s plenty of training and 10 it has fantastic training for AI certifications for professionals in in the nonprofit sector, um, and I’d love to share that and 10 and tag are teaming up and we will be offering one for philanthropy professionals very soon. And so these are opportunities, a very, you know, relatively easy ways for people who don’t have that technical background to learn about the AI itself, get themselves familiar familiarized with, you know, what they need to be doing to protect themselves and their staff, ways that they can start to experiment in a safe, you know, safe space, um, so and there’s plenty of also free tools, free education. I will, you know, even I, even though I’ve talked. About OpenAI a lot. OpenAI just announced their OpenAI Academy which has all free resources and tools for learning how to utilize AI for anyone and so there are plenty of free resources out there and people online, you know, uh, there’s plenty of folks on LinkedIn that I see on a regular basis that are sharing information and providing some guidance for nonprofit leaders as well as, uh, folks. That are just not technically inclined so there’s ways that you can kind of upskill and train yourself to understand how to use AI even if you don’t have that technical experience in house. Say a little more about this partnership, can you uh and it’s technical association of grant pardon mechology Association of grants thank you um. Yeah, so I don’t have a whole lot of details to share, but essentially if you’ve, if you’ve used any of the great training and certification resources on the N10 website, we are essentially trying to make a parallel version of that same professional certification for nonprofit leaders using AI for. Our foundation leaders and so uh you can expect really a kind of a similar learning process but however it’ll be tailored to some of the different functions and needs that we find at the philanthropy you know at foundations versus what you would see at a traditional nonprofit. OK, so I’m sorry, it’s intended for professionals I should say. Um, Alright, what, so thank you. You know, that’s important ethical considerations, um, anything more on ethics because, uh, then I I want to talk about the policy, what belongs in your use policy, but is there more about ethical concerns? OK, OK, OK, enormous. I mean if you, if, if you’re exposing your data. And, and it’s gone. It’s, it’s out there like you said, right, um, our use policy that, uh, only 13, 30% have, although 80% are using AI. What goes into this use policy? The use policy essentially just outlines what you and your team should be thinking about before you ever use any AI, so. It’s kind of that no go or go kind of conversation so if it’s sensitive data, if it’s information related to any of your members that you just wouldn’t want anyone to have outside of your organizational members probably wouldn’t want to put it into an AI system so it just kind of outlines, you know, essentially guardrails for for teams and and staff to understand how to best utilize it. And I think some folks are also, you know, thinking about the environmental impacts of using AI are really now making sure that their data use policy or the AI policies are also, you know, having folks be ethical about how they’re using when they’re using AI right? so you know if it’s to do something that could take you probably about the same time that the AI does, don’t use the AI um if you’re just, you know, just tossing anything, any old thing and they’re asking questions all day probably also not a very useful. Use good use of AI you really wanna think about AI very strategically and intentionally, right? You wanna make sure that if you’re going to the AI, it’s for something that you know it’s gonna save you significant amounts of time. One of the things that I often will use AI for is drafting, you know, large descriptions for events. That takes me sometimes hours if I give it to AI, I can do it for me in seconds and the key to descriptions of events, yes, like, so we have webinars events that we have on our website, yeah, so you know I, I, I, I don’t wanna sit there talking about all the learning that you’re gonna get out of it and the objectives and this and that and so AI, I’ve trained, I have like a GPT that is based on kind of like my voice that I provide it like hey here’s the prompt, here’s what I’m kind of looking for. It provides me a draft and then I use that draft and I manipulate it how I want. Um, and so you really wanna make sure that you know when you’re prompting the AI or you’re using the AI, it’s they’ve measured it. I think one prompt uses as much energy. I think it’s like an entire city like it’s crazy. It’s like like it, I, I don’t use my quote me on that, but it’s enormous. There’s quite a bit of energy, and I can actually actually share a link to um one of the stats that came out about it. There’s a researcher that’s been sharing a lot about it, um, and she was just interviewed by, uh, I believe it was Doctor Joy Bullumwini on, uh, by the, um, the. AI justice uh group that she she leads, um, and so there’s a lot of it there’s a lot of energy being used so if you’re gonna use it, you wanna make sure that it’s for something that you don’t need to, you wanna learn prompting good prompting, so you can get what you need out of it and then you can make, you can, you know, refine it and make it better. Sometimes you may have to go back in and ask the AI to refine, you know, what it did, but you really do wanna keep it to a minimum. You don’t wanna be using AI. Constantly because the energy use and the impact on the environment is extreme extreme that gets over to the ethical concerns as well exactly because it’s yeah so yeah you’re you’re just really um basically telling your teams here’s the here’s what we expect out of you when you’re using AI and these are the things that could result in consequences if you don’t follow this policy OK um. What else, anything more about the policy, what, what, what belongs in there? Um, You know, I think the the key things is like you know making your team’s aware of the types of AI that are provisioned because that’s another thing some organizations have taken the decision to block certain AIs that they don’t want you using or even turning off certain AI functions in their uh current tech stack. So, uh, you wanna make sure that it’s really outlined very clearly the types of AI that are in use and also it may, you may wanna include something in there about how you, uh, communicate your use of AI to your teams or other people outside of your organization so. Kind of a, a nice, nice little bucket of what’s internal external, and then also where can you go if AI and where should you not go disclosures to the public um why would there be some uh some platforms or that are that are ruled out? Well, because You know, one of the things that I’ve seen some members talking about within, you know, the tag space is that there are some AI that do not allow you or some systems that do not allow you to turn off the AI function meaning that you don’t have any control of how that AI is taking your data that you have in that tech stack or that tech tool. Oh, you don’t have control no yeah and in in fact there was actually a conversation about a specifically a DAF uh platform that actually. Made this clear to many many many of our members who use it and so that is something that you really have to be concerned about is do you have any level of control if you don’t have any level of control and how the AI is using your data in that system there are organizations that would likely say this is a this is not a system that we would allow you to use. OK, it’s a good example. Um what else uh came out of the session? We still have a couple more minutes together. What else did you talk about in the session that uh that you can share with us? You know, one of the great things that we did was we did these scenarios, um, that Beth Beth put together about, you know, what are some of the things that you would say if you’re in a situation when where, you know, say for instance, uh, your organization is really excited about using AI they wanna jump head first and they just wanna start using AI without, you know, and and they they basically just want you to start rolling it out and get your teams on board. Um, and so in that scenario we really talked through all of the processes, you know, first of all, that first conversation that we talked about, like, should we even use AI that didn’t happen, so that needed to happen. The other part is also, you know, how fast do we wanna roll things out? What are some of the different change management principles that we should be thinking about as a team that could make AI adoption more beneficial and successful so really, you know, starting slow but really starting at the very beginning of like should we or should we not like that should be your because truthfully many organizations do not need AI. It’s true. I mean, it’s just the reality. Some organizations will never probably need to use AI, and then there’s a whole lot of them that probably will. So that question of like, should we do it has to happen first, um, and I think if you’re doing it on your own as a rogue, stop, do it on your own time. You want to practice on it, do it after after hours on a weekend. Exactly, exactly, not on our computers, not on our sisters. Yeah, yeah, if you, and that’s actually one of the things that, um, you know, we’ve seen a lot of our members and foundations, and I think Beth has also seen with, you know, some of the work she’s done in the in the sector is that a lot of foundations are now trying to just get to the staff and say, hey, look, we know that you’re using, can you just tell us and try to make that trust, build that trust with each other and I think that’s gonna be really a good way to help prevent a lot of the issues. Alright, let us know, but then stop. No, there’s no repercussion for reporting yourself, but only, well, only after what you report after the report date, you’re liable. All right, stop it. Exactly. OK, going rogue. All right, um, anything else? Uh oh, questions, any, uh, provocative or memorable questions that came. From the audience I’m trying to think. Um, No, well, you know, the one that had come up was just, uh, you know, there was a, there was someone at the front that had asked about, you know, AI hallucinates, and I was, and, you know, should you hallucinates, yeah, and she and the, the person was basically saying, you know, be careful using it as an organization because it could give you answers that are just factually wrong and so you know our response was like yeah you’re right AI does hallucinate but that’s why it’s incredibly important and I. And I didn’t even say this myself, but at the beginning, which is if you use AI, you always wanna make sure that it’s for something that you have a certain level or high level of expertise or knowledge about. So you know if I’m asking you to write descriptions for me, I know about the event details so that I’m not just gonna let the AI write a description and let it go and put it on the website. Yeah, that sounds good. I’m gonna put it no you review it, you make sure that. The details it’s including are correct. If there’s any statistics or numbers that are being used, you can go and verify those data. So if you’re ever using AI for anything, you should always have a human in the loop. There should be someone that’s able to verify the information, especially if you’re someone that’s not knowledgeable in that specific thing that you ask AI to do. You need someone who is either that or it’s gonna be written at such a high level that it’s maybe that has no value. Exactly, exactly. All right, how about we leave, are you OK leaving it there? Oh, you feel like we covered this? I think we did. OK. All right. All right. Go the Abuno. Euanu Gozi Ebo. Director of programs at Technology Association of Grant Makers. Gozi, thank you very much for sharing all that. Thank you for having me, Tony. My pleasure and thank you for being with Tony Martignetti nonprofit radio coverage of 25 NTC where we are sponsored by Heller Consulting technology services for nonprofits. Next week, 225 NTC conversations to help your fundraising events. If you missed any part of this week’s show, I beseech you. Find it at Tony Martignetti.com. And now the donor box is gone, I miss our alliteration fast, flexible, friendly fundraising forms. Uh, I miss that. All right, well, I am grateful to Donor Box though for 2 years of sponsorship, very grateful, grateful. There’s another gratitude. I’m grateful to Donor Box. Now that they’re not a sponsor anymore, I’m grateful to them. No, I, I’ve been grateful. I just haven’t said it. OK. Our creative producer is Claire Meyerhoff. I’m your associate producer Kate Martignetti. The show social media is by Susan Chavez. Mark Silverman is our web guy, and this music is by Scott Stein. Thank you for that affirmation, Scotty. Be with us next week for nonprofit radio, big nonprofit ideas for the other 95%. Go out and be great.

Nonprofit Radio for February 21, 2022: Pay Attention To #22NTC

Amy Sample Ward: Pay Attention To #22NTC

It’s the 2022 Nonprofit Technology Conference and it’s for everyone who uses technology to work for social change. That’s you. It’s a big, virtual gathering of smart, fun people. And me. Our Amy Sample Ward, CEO of NTEN, shares what’s in store.

 

 

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[00:00:10.04] spk_0:
Hello and welcome to

[00:00:27.34] spk_1:
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 para keratosis if you rose up and persisted with the idea

[00:00:32.52] spk_2:
that you missed this week’s show.

[00:01:33.34] spk_1:
Pay attention to 22 n. t. c. It’s the 2022 nonprofit technology conference and it’s for everyone who uses technology to work for social change. That’s you. It’s a big virtual gathering of smart fun people and me finally our AMY sample Ward shares what’s in store Antonis take two remembering Michael Davidson and robert Sharpe Jr we’re sponsored by turn to communications pr and content for nonprofits. Your story is their mission turn hyphen two dot C. O. It’s always a pleasure to welcome back AMY sample Ward the ceo of N 10 and our technology and social media contributor. Their most recent co authored book is social change anytime everywhere about online multi channel engagement, but that’s about to change. They’re at AMY sample ward dot org and at AMY R. S Ward. Welcome back AMY, so good to talk to you.

[00:01:39.74] spk_3:
Yeah, he and I don’t know if I’m spoiling anything, but I think I might get to share that title of of social media contributor with another guest soon. Hopefully. Right maybe. No,

[00:01:52.94] spk_1:
no, I know that

[00:01:53.68] spk_3:
you want to start over and we’ll edit that

[00:02:35.44] spk_1:
out. It doesn’t work out so well that’s alright. That’s okay. Um, she’s starting her degree and just can’t do long term commitments. Um, you know, I don’t think it’s, it’s, it’s not so bad listeners. We’re talking about Charles King Matthews, who was the outstanding contributor a few weeks ago about um Social Media in Social Media Prospects in 2022. And I hope that she could be a regular contributor, but she’s beginning her degree as you heard us. She and I talked about at Howard University, starting your PhD and it’s too much.

[00:02:36.33] spk_3:
So that’s

[00:02:37.23] spk_1:
fair. Amy remains our technology and, and social media

[00:02:57.24] spk_3:
content. Okay, well, I’ll continue to to bring in other folks and I am happy to share a title with with anyone, but as you alluded to in the intro, after many years of the same intro, you finally get to say a new book title when, when I do come on the show. So I’m excited. I’m excited for that.

[00:03:06.20] spk_1:
Too much. Too much laurel resting previous book, you know, and we’ve only, you know, this is, this is what it’s going to be your third, I believe. Right? Yeah. I

[00:03:16.03] spk_3:
Think there were only a couple of years in between the first and the second. So this, you know, too much laurel resting as to say, I waited too long for book # three.

[00:03:36.64] spk_1:
It’s it’s it’s a little embarrassing. It gets a little embarrassing. It’s like Gene Takagi being the a b a nonprofit lawyer of the year, you know, in 2014, you know, jean, what have you done

[00:03:38.41] spk_3:
lately, Jean has done so much lately. Not

[00:03:43.81] spk_1:
Since 2014 as far as I know it hasn’t even been that early. I’m I’m giving you a hard time. So um yes we will get a chance to talk about your book. It’s about equity, equity and and technology.

[00:03:56.64] spk_3:
Yeah. The text that comes next,

[00:03:59.24] spk_1:
the tech that comes next. That’s the book. That’s the title. Right. Right. And has implications way beyond the nonprofit community.

[00:04:05.84] spk_3:
Right. Yeah. The book talks about policymakers. Um anyone who’s funding technology and social impact work people that want to do that work people in communities that aren’t in any of those roles that want the world to be different. Um And really how all of those groups can work together.

[00:04:26.14] spk_1:
Fantastic. Well we’re gonna have you and the co author on. Yeah. Absolutely. Yeah. And uh it’s good Universal appeal residuals for life. You can

[00:04:33.36] spk_3:
yes. Yeah. Sign you know, sign it over to a Hollywood movie everywhere you go.

[00:04:39.45] spk_1:
Yes. Yes. You and Nicholas Sparks. Absolutely.

[00:04:45.94] spk_3:
Stephen King. I’m

[00:05:25.94] spk_1:
thinking of Nicholas Sparks because he lives only about 45 minutes or an hour away from where I live in a town called new Bern north Carolina Burn is B. E. R. N. Um so he’s well known in over there. But anyway, yes you’ll join the ranks of movie. That’ll be what a cool movie. That would be all right. We got to talk about 22 N. T. C. This is uh this is this is a long one that, I mean this has been a long span. I’ve been, I’ve been going to NtC’s for since 2014. I know, I know with a skip in 2017. I think you uninvited me in 2017 invite you. Yeah. I think I must have done something in 2016 that embarrassed until 20

[00:05:34.95] spk_3:
17. We were in D. C. Maybe you just didn’t want to come to D. C.

[00:05:40.34] spk_1:
No, I think it was you didn’t invite me.

[00:05:42.54] spk_3:
I’ve never invited you. You always come. I don’t know. I

[00:05:45.57] spk_1:
just show up. You show up like gum on your shoe, right? You always just shows up. Alright. Anyway, I

[00:05:52.29] spk_3:
well know travel this year. It’s virtual again. So you can just find a link and there you are. You know, big. It’s virtual.

[00:06:01.64] spk_1:
Yes. Um let’s remind folks what the dates are first. Let’s start with the basics.

[00:06:11.54] spk_3:
March 23 through 25th. It’s a Wednesday Thursday Friday. And it’s because it’s virtual. So here in pacific time it’s like eight a.m. To about 2 30 in the afternoon. Um So depending on what time zone you might be in. Might, you know, you might be starting around lunchtime instead of breakfast. But

[00:06:31.14] spk_1:
okay. And let’s uh you will be more eloquent about this than I am. As I said in my intro. This is for everybody who uses technology for social change. So let’s allay the fears that it’s the nonprofit technology conference and it’s only for technologists.

[00:08:24.34] spk_3:
Yeah. I mean, I guess I would start by saying it’s 2022 who is not a technologist, right? We’re recording this podcast through the Internet and then people are going to be listening to it through the internet, Right? Um, nonprofit staff, regardless of what job title you have or or what department you’re in or even what your organization’s mission is, you have probably relied on technology the last two years to continue doing your work. Right. And I think that folks take on this idea that, you know, we’re just over here using technology and that means that we’re not technologists, but we’re making decisions about which tools to use. We’re budgeting for what tools to use and the decisions we’re making aren’t just a decision about technology there a decision that’s going to determine who and how our community members maybe participate with us. Right. Like these are questions that have big implications for our mission and our impact. And the entire community is folks of every job title you can imagine because you know, lots of organizations make up ridiculous job titles. Um, you know, every department, every mission area people from all around the world. It’s also not just north America. So I think getting getting rid of this idea that like only certain people get to be technologists. Like we can, we can leave that in the before time, right? And now really say, yeah, I need to make technology decisions and I want to make them intentionally and I want to make them good. Um and and the Ntc is a place for those conversations.

[00:08:35.14] spk_1:
Yes, there are. There are lots and lots of seminars, workshops that are that are for non well the way AMy is describing them

[00:08:38.47] spk_2:
there for their there for technologists included. I was gonna say for non technologists,

[00:08:57.44] spk_3:
but people like technical conversations, we’re not saying how do you know what’s the literal code to make this module work? But they might be saying, hey, what do I do to set up a report in my crm to automatically, you know, come to my team every friday afternoon, right? Like it is still maybe more technical than we would have thought about a decade ago, but we’re not necessarily coding everything. Even if we’re really trying to make technology work for us.

[00:09:17.14] spk_1:
What are the biggest Selling points uh that you want folks to know about? Is it is it the is it the keynote speakers? Is it the 100 50 plus sessions? What what what do you want to tell folks about?

[00:10:34.34] spk_3:
Yes, all those things. Um we have really incredible keynotes. Um Alice wong the creator of disability visibility. Um and she just announced her new book coming out this fall, which we didn’t know about. That’s not why we booked her, but then I was very excited to know. She has another book coming out. Um Angelica ross, many folks may know her from pose, but she created trans tax social and um see jones who I I cannot wait. Um a lot of community members are like, so you’d better bring his really cute dog because if anybody follows him on social, he’s always posting photos with his little cute dog. Um so we’ll see who makes an appearance in the keynote zoom video or whatever. Um but this year because because it is virtual, so we don’t have to worry about physically how many rooms the convention center holds. We just kind of threw out the old uh, rubric for how many sessions we can run and we have over 100 and 80 sessions in three days this year, which is bananas now that we’re trying to figure out how to host that many sessions concurrently, you know,

[00:10:40.38] spk_1:
technologically

[00:13:06.84] spk_3:
Right? We only have 16 staff, so we need, we need other people hosting the rooms. Um but it’s so awesome because that’s just that many more community members sharing experience and expertise that they have. And um you know, if you’re registered for the conference, of course, it’s amazing to participate live and and engage with people, but just like last year we’ll keep all the recordings up. So if you’re registered, you can go back and watch them and there were folks last year, you know, that went and rewatched sessions that they had missed live and there were folks like Up there, you know, had had watched 80 sessions for example. So if you really want to get all the, you know, squeeze the lemon like all the way to the last drop you really can. Um, so that’s an awesome resource. And what else? I think the other piece that’s fun that we really care the most about obviously is the sessions and the learning. But if you’ve ever been to an in person, ntc, we care so much about the community feel and the opportunities to meet other people because even though we know every single person in a nonprofit is using technology and and has a place in the antenna community, we know that, that isn’t really what it’s like in an organization, right? That like you might be the only one in your organization who really cares and wants to think about technology in this way and it can feel isolating regardless of what team you’re on. If you’re the only one who wants to have these conversations, it can feel really hard. Um, and so we want that same feeling of like, oh my gosh, I found my people, you know, even though it’s a virtual conference, so we have lots of non educational session things. Um, during the day, we every morning has, has like a coffee talk session. So people are having great conversations. You don’t have to be one of those people, you can just drink your coffee or eat your lunch and and listen and kind of warm up for the day. But we have community conversations all throughout the day and community members, attendees submit those topics. Um, you know, and there’s ones that are like knitters of NtC all the way over to people who want to talk about product management, you know, so it’s really whatever great way to find and meet new folks. And this year we’re also gonna have some that stretch into the evening so that you can kind of relax and have, you know, do do an evening meet up for, for an hour. Yeah,

[00:13:42.54] spk_1:
it’s time for a break. Turn to communications. Do you want yourself or your non profit to be a thought leader around your work. A thought leader. It takes time to learn that credibility, but turn to, can get you there, get you to where your opinion is sought after, to where people come to you for advice to where you’re a leader for your cause.

[00:13:49.14] spk_2:
Thought leadership.

[00:14:02.04] spk_1:
Turn to communications. Your story is their mission turn hyphen two dot c o. It’s time for Tony’s take two, Michael, Davidson and robert Sharpe

[00:14:16.74] spk_2:
JR both died recently. I played a tribute show for Michael because he had been a guest very recently, just in october So that was, that was fitting Michael, you know, such a a smart, humble gentleman,

[00:14:22.74] spk_1:
so knowledgeable about

[00:16:54.54] spk_2:
boards, board efficiency, board functioning, board fundraising, the ceo board dynamic, the staff, board dynamic he had decades of experience in, in all those areas and he was very willing to share that expertise that he had gained over over all those years. Uh, had been on nonprofit radio several times. I had done webinars with him, just always willing to share and, and a real gentleman. So Michael Davidson, robert Sharpe Jr, I just learned A few days ago that he died about 10 days ago. Um, very learned in planned giving. He had the rare gift of working in the weeds but also looking at the big picture, you know, he could be diving deep into a client data set to solve a problem or develop a strategy in the morning and then in the afternoon, do a training on legal strategies and, and forward looking planned giving opportunities based on, you know, current tax law. Ah again, you know that gift of, I guess working in the trees but also seeing the forest and the future of the forest. I hope I didn’t take that metaphor too far. Ah, I’ll always remember co teaching with him some seminars in new york city many years ago and I’ve been grateful to just have his friendship, his advice, you know, through the years. I’ll remember our, our dinners together in new york city that co teaching. Um, and him just being a, a learned gentlemen in gift planning, Michael Davidson and robert Sharpe Jr both, both recently died and always will be remembered.

[00:17:02.24] spk_1:
That is Tony’s take two We’ve got but loads more time for pay attention to 22 NTC with Amy Sample Ward only. But loads

[00:17:18.34] spk_2:
this week. Not boo koo, but loads this week is a short show packed with value but

[00:17:24.04] spk_1:
shorter than usual. What about equity and inclusion? You’re, you’re always, that’s always, it’s a core value of N 10. What are you

[00:17:30.40] spk_2:
doing around the Ntc for that?

[00:18:56.24] spk_3:
Yeah, I mean, the biggest thing to name really is it feels great that we’ve talked about that so centrally in our work for so many years now that we’re really at the place this year where when we were looking at the sessions that came in the session proposals, I think we had 500 some for 180 spots. And you know, years ago there would be like a session and its session name was like diversity equity and inclusion. Like what is it? How could you, you know, um, and now there aren’t any sessions that are assuming equity conversations are like over there, you know, in their own designated equity area. Right? It’s like regardless of what topic you’re presenting, whether it’s fundraising or how to do program delivery online or whatever. So many sessions just in the way they talked about their description or like, you know, the, the outcomes of the, of the session. We’re, what are the equitable implications for this topic. Right. What is it? What are the outcomes that might happen because of X. So it was just so awesome to see the whole community, really understanding equity as the, as the position from which we’re talking versus, oh, Equity is a thing we’ll think about at some point, you know? Um, so it’s all throughout the sessions

[00:19:14.94] spk_1:
now. It’s just, it’s right now, it’s woven in people know that it’s a, it’s a value for N 10, right? Um, you’ve, you’ve been, you’re like, you’re no longer, I don’t know. Is it is it right to say fair to say you no longer need to be conscious about, you know, uh, you include an equity component in your, in your in your in your session proposal. You know, it’s more likely to be well attended, right? I mean, you don’t have to be that

[00:20:24.94] spk_3:
intentionally because yeah, it’s like if you wouldn’t have thought of that, it’s probably not this the conference for you, right? Um, yeah. And there are some sessions that are really explicit, like they are here to talk about equity, but they’re not like, what is it? You know, it’s like, how do you equitably evaluate your impact? It’s probably not all your story to claim, right? Like really interesting conversations like that that I’m looking forward to. Um, but just like we have done in the past, in, in, um, in person conferences. You know, we have racial affinity spaces throughout the day. We have, you know, um, an an accessibility committee that helps you around supporting the conference. Um, and then we’ll have, you know, we have like an accessibility tour and, and places to make sure that whatever place you’re coming from, whatever ways you want to be engaged or or want the conference to adapt to be best for you. We are hopefully already planning for that. And there are ways for you to engage in those ways.

[00:20:37.24] spk_1:
How about some of the fun, the fun parts you mentioned evening sessions or evening meeting? Is there a, is there a replacement for NtC beer? I

[00:22:16.04] spk_3:
think that that I think the Ntc beer folks might be trying to organize um a pre Ntc virtual hangout. Um a really big piece last year that was very popular was we had some music and art sessions and so we’ve expanded those. So we’ve got um, I think five different bands have have signed on and so they’ll be performing a full set and we all get to watch it together and chat. Um we’ve got artists who will have depending on the, you know, there are different types of artists but um we’ll get to see their work and explore what they do and hear from them. Um, so you know, we really wanted to be a place where we’re kind of like feeding different parts of, of your, of yourself, right? So feeding with some knowledge and and new ideas but also, you know sometimes we have great ideas because we looked at a painting and we’re like, oh my mind like opened up that other space that I needed to to have this idea, right? So we really want to incorporate those different pieces and we always have things like meditation walks. Uh, last year we had no idea how walk was gonna go for a virtual conference, but a bunch of people like put zoom on their phone and they went walking in their neighborhood together, you know, even though they were all all over the the globe. So um, where there’s a will, where there’s a will, there’s a way in this community. Yes,

[00:22:40.24] spk_1:
what else? Um, what let’s say? Well let’s let me give my endorsement. Alright, so I wanted amy to talk about it obviously. Uh, so I’ve been bringing non profit radio too, a nonprofit technology conference since 2014 -2017 when I was uninvited seven years. So this is the eighth year that I’ll be capturing a bunch 25 to 30 interviews of, of smart speakers. It’s, it’s my

[00:22:51.24] spk_3:
chore.

[00:23:00.54] spk_1:
I know it’s my unenviable task to go through now. Now 180 sessions to pick out, You know, 50 or 60 to invite so that I get 25-30 folks who can meet, meet, meet at my times and and and want to sit. Um, and of course the virtual conference makes it so much easier because I don’t have to capture 25 or 30 interviews in 2.5 days.

[00:23:19.34] spk_3:
Well the exhibit hall is being torn down around,

[00:24:09.34] spk_1:
that’s right, the lights are going down, the forklift trucks are coming through with their backup back up beepers. non profit radio perseveres. I don’t care. I have something scheduled folks, you’re just gonna have to wait to take down my, well, you can take down my bunting if you want, but you can’t pull my electricity that’s all. Um no, so I’ll be capturing these, these almost, you know, maybe even 30 30 interviews um in the weeks after after the conference. So listeners will be getting a good sample of, of the smart speakers that are gonna be at ntC, but Not as good as having 180 potential videos. Maybe you can break the 80 person record, You know, You Wanna, You Wanna Watch one. Um these are smart people, you know, it’s, it’s a, it’s an engaged smart community so

[00:24:15.04] spk_3:
we’ll have to do some sort of, you know, tracking and announce the top three leaderboard. You know,

[00:24:22.77] spk_1:
we

[00:24:48.74] spk_3:
did, we did, you know the platform that we hold the conference on. Um it has a bunch of stats that you can see back on the admin side and one of them is just hours logged in. I don’t know why you would, whatever, you know, um and we found that a staff person had a tab open and had minimized it and forgotten it was there and so you know, two months later, it was like, oh, this staff person has had, you know, 400 hours and was like, what are they doing? And then they was like, oh, they just never closed the tab, you

[00:25:15.04] spk_1:
know? Well if you, if you start to announce top three, then you know, you’re gonna need a quiz after each session. So I don’t want people just streaming videos, but not watching, I want them, you know, engaged with the content. So we’ll have to have a little quiz every 15 minutes or so,

[00:25:20.66] spk_3:
just like netflix.

[00:25:28.24] spk_1:
Yeah, right. I used to watch Yes, yes, something. Um All right. It’s uh, well, anything else, anything else that’s important that,

[00:26:03.84] spk_3:
I mean, I think, you know, the last thing I want to say is there’s even if you’re just now learning about the conference or just now remembering that the conference is coming up, you haven’t missed anything. You know, you can certainly still register there are sessions who are still looking for somebody who might want to co present with them and share their, you know, whatever expertise you might have. Um, and all those community conversations, We haven’t even opened the form for those yet. So you could also come and you know, put something on the agenda. It is not too late. You are welcome. We want you to be there and especially in a virtual world, like the more of us that are there, the better because then there’s more probability that you’ll find the people that you’re looking for

[00:27:01.24] spk_1:
March 23 24 25 go to n 10 dot org. It’s it’s splashed on the homepage, I’m sure. Right and 10 dot org. Okay, okay, non profit radio will be there, we’re going to be uh we’re gonna be capturing a bunch of interviews after um and so you’ll get a sample that way, but it’s not the same, it’s not the same as first of all, you just want to support the community. I mean I wouldn’t suggest, you know, I’m not suggesting just pay to go to the conference and then don’t show up but you want to be, this is a, this is a community you do want to support. So it’s a conference that’s worth it and in 2023 it’s gonna be back live in in person live, you’re gonna want to be in Denver, You’re gonna want to be in Denver, I will be there in Denver assuming I’m not uninvited like I was in 2017.

[00:27:08.04] spk_3:
I’m gonna have to print an invitation now just so that I avoid these accusations,

[00:27:37.94] spk_1:
I will go to Denver, yes non profit radio will be there in 2023 but you wanna you wanna support this in 2022 it’s just smart, you know, there’s a lot to learn, there’s a ton to learn, that’s why I capture so many of the interviews and I bring them to us here a nonprofit radio because there is so much to learn, but you can learn even more by joining the, you know, by by being in the, in the, in the live sessions and and the great fun the evening’s the affinity

[00:27:39.51] spk_3:
groups.

[00:27:41.64] spk_1:
It’s a good community.

[00:27:42.94] spk_3:
Yeah, it really is and will be better with you there. So whoever you are, I’m I’m looking at you through the interwebs and inviting you personally.

[00:28:04.84] spk_1:
Thank you very much amy and 10.org just to to join the conference. Amy is that AMY sample ward dot org and at AmY R S Ward and probably the next time that they’re on, we’ll be talking about

[00:28:09.74] spk_3:
the new book.

[00:28:36.74] spk_1:
That will be the next time. Yes. All right, good luck in the conference planning. Thank you over the next several weeks. And uh, we will, we will, we will be back soon. Thanks very much. Pleasure next week Founder’s syndrome with Heidi johnson. 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

[00:28:46.74] spk_2:
our creative producer is

[00:29:06.94] spk_0:
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.

Nonprofit Radio for March 29, 2021: Cure Communications Gaffes & Talking Mental Health In Your Workplace

My Guests:

Julie Ziff Sint, Claire Thomas & Shafali Rao: Cure Communications Gaffes
Our 21NTC coverage begins by explaining what to do after you put the wrong gala date in an email, or send a letter to the wrong segment. Might an intentional mistake improve open your open rate? Our panel is Julie Ziff Sint, Claire Thomas and Shefali Rao, all from Sanky Communications.

 

 

 

Dan Berstein: Talking Mental Health In Your Workplace
Also from 21NTC, Dan Berstein helps you avoid a different gaffe: Saying the wrong things when faced with challenging behaviors or mental health disclosures. He’s got easy-to-follow strategies. Dan is founder of MH Mediate.

 

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[00:02:22.04] spk_1:
Hello and welcome to tony-martignetti non profit radio big non profit ideas for the other 95%. I’m your aptly named host of your favorite abdominal podcast. Oh, I’m glad you’re with me. I’d be thrown into zero Estonia if I had to mouth the words you missed this week’s show Cure Communications Gaffes. Our 21 NTC coverage begins by explaining what to do after you put the wrong gala date in your email or send a letter to the wrong segment. Might an intentional mistake improve your open rate? Our panel is Julie’s. If ST Claire Thomas and Shefali Row, all from Sancti Communications and talking Mental Health in your workplace, also from 21 NTC, Dan Burstein helps you avoid a different gaffe, saying the wrong things when faced with challenging behaviors or mental health disclosures, he’s got easy to follow strategies. Dan is founder of M H. Mediate on tony State, too. How are you doing? 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 a cure. Communications gaffes. Welcome to tony-martignetti non profit radio coverage of 21 NTC That’s the 2021 nonprofit technology Conference. We’re sponsored at 21 NTC by turn to communications. Turn hyphen. Two dot c o. My guests at this session are Julie’s. If ST Claire Thomas and Shefali Row. They’re all with Sancti Communications. Julie is vice president of account and Strategic Services. Claire is copy director, and Shefali is senior copywriter. Welcome, Julie.

[00:02:22.57] spk_2:
Thanks for having us.

[00:02:23.81] spk_3:
Welcome to be here.

[00:02:32.24] spk_1:
So, uh, let’s see. So does everybody work for Julie? And then then And then Claire reports The Shefali is It doesn’t work like that. I’m sure it’s a very collegial place. Thank you. Community were totally lateral. Totally flat. Everybody gets the same pay. Everybody is exactly the same

[00:02:54.44] spk_2:
way. We’re really collaborative agency, but I work more on our strategic side of things. And Claire and Shefali are two of our genius copywriters who manage our clients messaging.

[00:03:37.34] spk_1:
Okay, I think it’s important to flush this out. So give folks a feel for swanky communications because they might be working with you someday. Your workshop topic is my bad to all. Good. How to repair a mistake in donor communications. So, like if you dropped an email with a mistake in it, or you sent out an email about the gala, and it has the wrong date or the wrong time. That’s that’s That’s a particularly egregious one. We would think we would catch that in copyrighting. So, um, Shefali, let’s start with you. How does these things happen? First of all, like suppose that example? Wrong time in the gala invitation. How could that How could that possibly happen when we have multiple eyes on projects on communications?

[00:04:14.34] spk_4:
Yeah, you would think that it wouldn’t, but sometimes it just misses all sets of five. I actually gave this example, even in the conference, but I used to be a journalist, and I used to be at the news desk copy editing and one day on the front page in a headline. The word public was missing an L. And that just went out the next day. And, um, the good news is that we have a system we have, like, strategies in place where we kind of make those mistakes work for us. Which is really what our workshop was about.

[00:04:18.19] spk_1:
Yeah. I mean, you could have some fun. I don’t know. Pubic might be tough. to have fun you can have fun

[00:04:22.29] spk_4:
with

[00:04:36.74] spk_1:
without getting carried away. I mean, I think making light of a mistake, a gaffe. I use that all the time. I mean, you’re suffering with a lackluster host, so don’t be surprised if this comes up three or four times in a half an hour. Um, like the banging? I don’t know. You know, I have you here that banging

[00:04:42.14] spk_3:
a

[00:05:03.04] spk_1:
little. Okay, it’s It’s a hammer. There’s guys working on my stairs. You might hear vacuuming because they’re very fastidious about cleaning up. You might hear some, uh, sawing drill drill. Uh, circular saw type work. Um, not that that’s a gaffe, but, you know, it’s background noise. We got to call it out. If I can’t hide it, I’m gonna flaunt it, so well. Shit. I gotta ask, What did the paper do with, uh, public to

[00:05:20.94] spk_4:
pubic? And then we printed into the collection the next day. That’s all you can really do. That’s not the fun way. I mean, it’s not a fun where it was pretty upset about it, but we have actually had fun with some of our mistakes in the bus. Right?

[00:05:24.44] spk_1:
Okay. Who wants to share a mistake that, uh, so

[00:05:27.40] spk_3:
one of them One of them was in the footer. You know of an email and, you know, these things go out all the time, and and everybody is real careful about the

[00:05:36.00] spk_4:
content of the email, and And

[00:05:46.34] spk_3:
was the subject line perfect? And you kind of forget to be as careful about the footer and in the footer to the donors. It said eight cents of every dollar goes to programs services.

[00:05:51.34] spk_1:
Okay. Yeah.

[00:05:52.64] spk_3:
Now, most people already wouldn’t even see

[00:05:55.27] spk_1:
that Most people are going to look at the footer,

[00:07:01.34] spk_3:
right? This and this is an animal shelter. So? So when when it was caught, we were like, Okay, so we’re So what we did was we said, Okay, let’s let’s send it up. But let’s stay in character for how the donors know us. And we we have with this with this, um, animal shelter. We have a really fun, friendly voice. And so we sent out a correction email, and we used it to educate donors on what the truth is. And what we said was forgive us if you are, forgive us for our mistake. Um and we try. We’re pause P a w positively horrified. We made this mistake because the truth is it’s 82 cents of your dollar that goes to programs services, and we’re really proud of that. And then we talked about how we care for donor services. But we kept the really used pictures of cute puppies and kittens and, you know, it was all friendly and fun, and it was a good chance to educate the donors on what the actual You know how the organization uses donor resources. And,

[00:07:25.04] spk_2:
of course, the silver lining on that example and everything else is that when you do have an effective apology like that, um, you can have extraordinary engagement with your donors. So for that example that Claire just shared, we had over 50% open rate and almost a 5% click through rate, which is more than three times as high on both metrics as as you might hope to see.

[00:07:39.04] spk_1:
Yeah, Julie, I was going to go to you. Uh, so it sounds like the first thing you should do when you discover one of these gaffes is don’t panic,

[00:07:40.84] spk_2:
never panic. Panicking definitely does not help

[00:07:43.58] spk_1:
you accomplish your compound, right, you’ll send the wrong thing. You won’t think it through. You’ll blow the one chance you have to really fix it well, so keep your head on.

[00:08:35.44] spk_2:
Panicking definitely doesn’t help in any environment, I will say before, you know before you get there. It’s definitely worthwhile to have a comprehensive QA process. Um, and quality assurance process. Make sure that you’re going through steps to try to avoid the mistakes in the first place. But then, yeah, once the mistake happens, because no matter how good your quality assurance process is, mistakes will happen. Um, so when something does happen to be able to, like you said, don’t panic, figure out what was the mistake? What was what type of mistake was it? Is there an opportunity there? There might be a silver lining. There might be an opportunity. And how can you? How can you apologize in the most effective way? Or turn the mistake into make some lemonade from that lemon and really find a good silver lining there?

[00:08:58.34] spk_1:
What if someone is screaming at you? Maybe it’s a board member who just got the email. Maybe it’s the CEO. Whoever someone senior to you is furious about the mistake. Yeah, about them. Yeah, not about Not about what you’re wearing that day. But yeah,

[00:09:03.86] spk_3:
I’m just because the other problem is when the donor picks up the phone and starts to screen with you, right?

[00:09:20.34] spk_1:
Okay. It could be a donor, but I was trying to manage in the office first, but that’s a good one. Clear. We’ll get to. We’ll do that later. The secondary. The secondary market. Yeah, the other constituents. But how about right in your office? Uh, you know, a CEO or board member? Well, we’ll consider board members insiders for purposes of our conversation. What do you do there? Furious.

[00:09:49.54] spk_3:
Yeah. Yeah. And the first thing to do is to say, this is this isn’t all bad. There’s There’s probably an opportunity here. And we had a whole section on opportunities. Every every one of the case studies that we presented and the our speed round where people were talking about all these are the mistakes they made, you know, we talk about Well, there’s an opportunity there, like shuffle. You had some great ideas about opportunities.

[00:10:22.94] spk_4:
Yeah, and I mean, the first question you asked that the step was How does this happen? You know what I mean? Like, how do these mistakes happen? And they happen because there are human people at the other end of that happens like we all make mistakes. And sometimes the donor wants nothing more than to know that a person is at the other end of these communications. And that’s your opportunity right there to say sorry. Build a connection to make, like, some sort of personal, heartfelt apology. Um, and then you have a lasting connection with the donor.

[00:10:51.04] spk_1:
Claire, let me continue with you where we’ve got a furious supervisor here. Doesn’t it help to just also say, I’m sorry? I mean, I know, I know. I know. I made a mistake without trying to deflect or, you know, just even if it’s not 100% your mistake. Like if two other people read the copy also, but but the CEO is in your office in the moment. Oh, yeah. You just say I know, I know. We messed it up or I’m sorry. You know, I mean, just right, well,

[00:10:56.17] spk_3:
and and it is, you’re you’re absolutely right. But then there’s the other. The other mistake that you just alluded to when it was completely out of your control. Julie, talk about what happened with the USPS this year.

[00:11:30.54] spk_2:
Oh, my goodness. And so this is, you know, there are definitely issues that are outside of our control, right? So, you know there was for people who use Blackboard Online Express there was one year that it stopped taking donations on giving Tuesday. There was the black pod data breach last spring and summer. Gmail started hard bouncing in the middle of December this past year. And then, of course, in direct mail, USPS had delays and we had some of our clients were sending out holiday fundraising appeals at the very beginning of December. But then the seeds weren’t even received until the beginning of January. So if you’re mailing that,

[00:11:54.84] spk_3:
you think Yeah, I mean, there’s There’s a pissed off CEO pissed off client pissed off everybody that people didn’t The donors didn’t get the asks.

[00:11:58.54] spk_1:
Yeah, it’s

[00:13:06.94] spk_2:
outside. It’s outside of your control. But there are ways to make that into an opportunity. We had one client. They had sent out a mailing that talked about a December 31st, matching gift deadline, but people didn’t receive the mailings. Um, it bombed. And so we have brainstormed with them. What can we do to figure out a way around this? And we ended up doing an email campaign in early January that effectively said, We understand there were delays with the post service. We know that you may not have received our appeal letter. We would like to tell you that even though it said that the matching gift deadline was on December 31st we talked to the matching gift donor, and we’ve been able to extend it. Please make your contribution now, and so you know it’s not going to necessarily completely counter active. You know that’s not our mistake, but it’s not going to completely counteract that problem. But you can still look for a silver lining. You can still try to connect with the donors, show them that you are a human, show them that you’re all partners together for the mission, um, and then bring them back on board for for the mission.

[00:13:26.44] spk_1:
Claire, you you seem to be the one who raises the good hypotheticals. Alright, let’s let’s go outside now. I suppose it is a donor on the phone, so it’s not. It’s not a supervisor, but now it’s a donor. You know, maybe it’s maybe they’re the ones who maybe they’re the challenge donors who December 31st, you know, in January 3rd, they got the they got the challenging male or whatever it is, you have an upset donor or a very upset volunteer. How do you manage that?

[00:15:20.44] spk_3:
Well, first of all, remember that the fact that someone has picked up the phone and called you you have a dedicated donor on the other end of the line. This is a person who cared enough, cared enough about the work that you’re doing and is invested enough in the mission to pick up the phone and complain. So you’ve got someone on the phone who really cares, and then you kind of follow some basic steps. Remember feelings before solutions? Let them vent. Let them say whatever it is that made them angry and listen to it and be sympathetic and listen for opportunities to connect and then solve the problem. Sometimes it’s that it’s that the donor says, Well, I only wanted to be mailed once a year, and this is the third appeal I’ve gotten this year, and so you know you have a chance to draw them into a conversation and get them talking about why they care about the organization’s work, why this mission matters to them. Once they start talking about why they care, they usually talk themselves into wanting to give. I’ve been in the situation where I’ve been the person talking to the donor that was angry and letting them talk and then finding a way to, like, say, Well, that’s a really good point and I think we can We can address that mistake and then upgrading the donor getting them. That’s actually how I started in fundraising. I was. I was asked to call donors who were angry, find out what the problem was and and then just these were people who had pledged money, and we’re going to pay it off. I raised all the money they had pledged just by listening to them just by solving little problems that they had really small. Um and then they ended up being very dedicated, the organization, because again it’s what you’ve always said is that human human, you know, these are people on both sides of the equation. Philanthropy is, of course, the most human of acts.

[00:15:40.74] spk_1:
You all know the service recovery paradox.

[00:15:44.84] spk_3:
No,

[00:15:46.44] spk_1:
really, I haven’t. We

[00:15:49.33] spk_3:
do that. Pardon me? My suspicion that we actually do that.

[00:16:07.54] spk_1:
Well, yeah, you’re you. You could very well be a part of it, but, um, it’s bona fide. There’s research. The service recovery paradox is that someone for whom a mistake occurs and and has that mistake satisfactorily corrected will be more connected to the brand. I think I’ve seen it more on the commercial side will be more connected to the brand than someone for whom a mistake never occurred.

[00:16:20.14] spk_3:
Yeah,

[00:16:21.62] spk_1:
actually, you’re describing Claire like your clarity talking about upgrading people who were upset.

[00:16:28.24] spk_2:
There are a lot of psyche communications. We were founded by sinking pursuant. Um, back in the late seventies. And there are a lot of myths around Spanky Pearlington. Um, and many of them are not verified.

[00:16:42.65] spk_1:
Uh, thank you, man or a woman or

[00:16:44.76] spk_3:
she is a woman.

[00:16:49.84] spk_2:
Um, I think he was a nickname for Selma. Um, apparently, maybe that’s the new thing that we can learn for today. Um,

[00:16:54.61] spk_1:
I think

[00:16:55.60] spk_3:
I

[00:17:24.44] spk_2:
know so So There are a lot of a lot of myths around her in the industry, but one, and I have no idea if this is true. But I have been told that she used to plant mistakes and direct mail letters because there was an increased increased responses or an increased response rate or an increased giving. If there was a mistake in the letter, people would actually right back, correct it and send in their check while they were at it.

[00:17:26.56] spk_1:
That’s brilliant.

[00:17:27.84] spk_3:
It’s brilliant,

[00:17:43.84] spk_1:
right? They love you enough to point out like Claire was saying, they love you enough to point out your mistake. But then they might feel bad about not including a check. So you’re you’re you’re helping them get over the hurdle of, uh, whether to reply, you’re giving them a giving them an even better reason to reply. And by the way, they feel bad. If they if they only complain so they’ll give you money too well.

[00:18:05.94] spk_3:
And we writers like to believe that once somebody has noticed some kind of little mistake, they start reading for other mistakes, and then they actually get hooked into the message. Those of us who spend all our time crafting those messages. It’s our chance to hook them.

[00:18:13.44] spk_1:
Shefali, do you do you deliberately? Have you ever deliberately honest Now have you any deliberate mistake in?

[00:18:18.61] spk_4:
I have to say I’m having this conversation. I’m already thinking of, like subject lines that maybe you have a mistake, but not super obvious. But it would get people to just open the email.

[00:18:30.64] spk_1:
Wait, wait, I want to flush this out. We’re getting good advice. This is the stuff I love. A nonprofit radio. Actionable, actionable advice. What way?

[00:18:53.54] spk_4:
What’s an example? For example, I’m just thinking, What if the subject line just had somebody else’s name and you click on it? Because you think OK, this person made a mistake? That’s not my name. And then you open it and says, Just getting Of course we know you’re tell me because you are one of our most dedicated supporters,

[00:19:06.84] spk_1:
Okay, but they think they’re being voyeuristic by opening it up. It’s made for somebody else. I definitely want to check that out more so than I would read my own. The problem with

[00:19:09.64] spk_2:
tony that that that will be great with the donors. It may not be so great with that CEO that comes into your office yelling.

[00:19:24.34] spk_1:
Well, I should get approval in advance and say, Look, I want to want to test it. I want to test it exactly like we’re going to send 1000 that are that are misnamed than 1000 that are correctly named And, uh, let’s see. Let’s see which one pulls better. Which one clicks through better. You want to

[00:19:34.69] spk_3:
share one more?

[00:19:36.33] spk_1:
I have these copywriter minds think it’s amazing. Anything else occur to you while we’re talking?

[00:19:42.54] spk_4:
No, that’s it. I mean, new campaign idea in two minutes. I’m pretty happy with

[00:20:13.64] spk_1:
that. Yeah, right. Okay, well, we’re 17 minutes in, so try to try to up your game a little bit. Were already. You’re only one idea in 17 minutes. We’ve got to do a little better than that. Um all right, what else should we talk about? The crisis communications management is this This is this is no, I mean, that’s a crisis, but we’re now we’re moving to organizational crisis. Where the where the local paper headline and it’s not good. Who? Julie, you got You got a first bit of advice for that.

[00:22:10.54] spk_2:
Um so I think we we go back to where you started with before, which is always start with. Don’t panic. Um, for many of the organizations that we that we work with, one of the first things that we do is we talk to them about what is the rapid response plan? Um, it applies to if there’s a hurricane that impacts your services or if there’s a political situation that impacts your services or if there’s something in terms of internal politics where there’s something that is going to impact your reputation and you have that that rapid response plan. And it’s a question of, you know, we’ve given whole other talks about this and that it’s a whole other topic of conversation, but it is. It is really important, right? If you have the plan going in that you can deal with whatever the issues are, so you say Okay, who are the decision makers at the organization? What is the chain of command? Who are the people who we need to gather at the organization to figure out whether or not we respond? If we respond, what channels do we respond in what is the messaging of that response, right? And so you know that that really does have to depend on what is the situation. And in some some issues you don’t some problems, whether it’s a mistake internally, a mistaken communication or a one of these kind of rapid response publicity, something some situations will not require a response, and others do. And so it’s a question of what is the message? Is it something where, you know, if you actually do something really offensive, who is the right person to say something? Is it the executive director? Is it the chair of the board? Um, so so is it somebody who is a trusted individual who is the right signer for it? What is the right message? You know, we do. We do often. I will say, use humor when we are crafting an apology. Claire Claire talked about that example of Please forgive us from an animal shelter. You’re not going to do that if it’s something really offensive, you

[00:22:22.60] spk_1:
don’t want to. Yeah,

[00:22:24.30] spk_4:
I

[00:22:30.54] spk_2:
mean, you never know, but you want to be very human. Talk about it. Ideally, you want to be real explain. Here’s the situation and and have a very real genuine apology. What?

[00:22:56.84] spk_1:
Okay, what if at the outset, you don’t You don’t have enough facts. I mean, can you Can you come out and say we can’t comment right now? You know, we’re still looking into whatever the situation is, and we don’t want to say anything inappropriate. So give us 24 hours or something like that. Well,

[00:23:34.54] spk_3:
and committing to transparency in that process, I think is going to go a long way to saying we’re still figuring this out. We want you to know we’re on it. Were These are the steps we’ve already taken. Here’s a step. There is the next step we’re taking, and we’re going to tell you what’s going on. You know, you’re going to hear about this. Um, and just just to reassure them anytime you’re you’re dealing with somebody you’re dealing with donor group, they’ve given you their money. This is this is an act of trust. You have to you have to work to keep that trust, um, to make sure it’s, you know, earned. So you don’t want to lose that,

[00:23:49.04] spk_2:
and transparency is important. But you’re also then messaging them and saying to them as a donor. You are. You are our partner in executing our mission. You are part of the organization. We owe you an explanation. And we need you to help us get through this. We need you to continue to support, um, you know, shelter, animals, homeless youth, whatever the population is that you are providing services to you, our our partner in supporting this mission. And we need you to stand with us.

[00:24:11.94] spk_4:
Yeah, and the more authentic and personal it is, it’s also it’s more of its transparency. But it’s also assurance that not just like it’s not just we have your best interest isn’t just that hot, but it’s also you’re in the know about what’s happening in the organization. Like Julie said, you’re a partner

[00:25:33.54] spk_1:
building on that trust that Claire was talking about. Yeah. Yeah, right. You have that trust in the bank you don’t wanna you don’t wanna exploit it, uh, and squander it, which, you know, conflicting messaging will do. I think too much delay. Depending on the situation, you know, too much delay. Then the story gets ahead of you, and I’m envisioning something really bad, you know, and then somebody else controls the narrative, and you’ve You’ve lost your opportunity. You know, those those things are bad. And that’s that’s a squandering of good faith, squandering of trust. All right, well, that’s that. That’s the trust to that Claire you talked about when we were talking about the gaffes. You know, people love you so much that they’re going to let you know that you made a mistake. Those are those are the most concerned, Like most invested people, the ones who don’t care, we’re gonna write off like, uh, another. Another problem with these people, you know, something like that. But the ones who really care, we’re gonna say, How could they let this happen? Do they know? You know? So, yeah, they’re invested their invested. All right. Um, what else are we talking about? We got a couple more minutes. We don’t have to wrap up whatever we covered yet.

[00:25:38.94] spk_3:
Well, one of the fun things we talked about not fun at all. It was how to apologize appropriately.

[00:25:45.24] spk_1:
Okay, well, you gave a good example of the animal shelter. Were,

[00:26:02.84] spk_3:
But if it’s offensive, what we’ve all noticed in, you know, in our media consumption in the last couple of years. Is all of these people, uh, providing apologies? You know, apologies.

[00:26:25.34] spk_1:
Backhanded apologies, if backhanded apology. If anyone was offended. Exactly, I didn’t intend it. And I regret that they’re offended. So it’s like it’s like their fault. It’s your fault for being offended, right? I regret that you’re offended, you know? All right, talking about her one. Horrible. Yeah,

[00:26:36.14] spk_3:
it’s horrible. And we actually said, Be sure if someone if someone said something offensive, be sure they say I offended. And I apologize.

[00:26:37.31] spk_1:
We should follow, you know, making human. There’s a human behind this apology. Not it wasn’t written by a

[00:26:43.58] spk_4:
robot. You know, it’s not like a template apology. Yeah, 100. An apology

[00:26:50.44] spk_1:
if anyone was offended. I’m sorry that they are regret that they are people who won’t even say step. Probably won’t even say sorry. I regret that. It’s unfortunate that you are

[00:27:01.19] spk_3:
all

[00:27:16.04] spk_1:
right. All right. What else you want to, um Let’s see. Anybody who wants to take us out with, uh, parting parting advice for the Let’s stick with the Gaff. I like that. That was the most animated part. The somebody take us out with good gaffe advice.

[00:27:19.24] spk_3:
Well, I’ll tell you one of the things we had fun coming up with Shefali and I, um, included. We gave a little bit of conference swag in some some checklists and things that people

[00:27:31.03] spk_1:
can take.

[00:28:21.14] spk_3:
And we also provided a little freebie five subject lines to try if you made a mistake. So this is how this is how to get somebody to open your email apology. And so we came up with we came up with. Well, this is awkward. Um, let’s see if we can get our apology right. You deserve our best. You didn’t get it. Can you forgive us? Name of donor and then my favorite. I think this is shit follies. Um, the email you were actually supposed to get name. Okay, So just kind of helping people out. We have. We have unfortunate reasons. Were knowing that all of those emails are successful. Um, so a

[00:28:35.84] spk_1:
lot of communications is gonna be a lot of mistakes. I mean, it’s going to happen. It’s humans. You don’t you don’t strive for them. Obviously you strive not to like Julie was saying, but but with QA. But it’s going to happen now. What about this? I don’t like I don’t like teasing nonprofit radio listeners, and then they don’t get anything. What about this checklist you mentioned? So

[00:29:03.24] spk_2:
those five subject lines along with a variety of other things, including some of the most common QA mistakes to watch for, um, at sinking dot com slash ntc 21 you can download a pdf that has whole bunch of good checklist for both avoiding mistakes. And then what to do if you made a mistake.

[00:29:07.44] spk_1:
Okay,

[00:29:13.54] spk_2:
so that was Thank you. Slash And so sink e ink dot com slash ntc 21.

[00:29:20.54] spk_1:
Got it and sank is s a N k y. Thank you dot com slash ntc 21. All

[00:29:24.33] spk_3:
right.

[00:29:43.34] spk_1:
Thank you. Think as opposed to what I said, which was Thank you. Thank you, Link. All right, Nobody talked. Now nobody talked. Thank e ink dot com slash ntc 21 You betcha. Thank you. All right. I don’t like cold, madam. Non profit your listeners. Alright, Good. So they can get the resource there. We’re gonna leave it there. Julie’s if sent Vice President of Accounts and Strategic Services. Claire Thomas, Copy Director Shefali Rao, senior copywriter all at Sancti Communications. Thank you very much. Wonderful.

[00:30:01.56] spk_3:
Thank you so much Fun.

[00:32:49.14] spk_1:
Real pleasure. I enjoyed it. And thank you for being with tony-martignetti non profit radio coverage of 21 NTC 2021 Nonprofit Technology Conference where we are sponsored by We should be sponsored by sank Communication with all these shout outs I’m giving, but we’re not. We’re sponsored by turn to communications sank e ink dot No, not spanking dot com Turn to communication. Turn hyphen two dot c o responsible. I turn to communications Turn hyphen two dot c o thanks to each of you. Thank you very much. It’s time for a break. Turn to communications relationships turn to has the relationships with media outlets, journalists, even bloggers podcasters like me they have the outlets to get you placed When there’s a reason for you to be in the news. There’s some news hook that they can grab and they can talk to the Chronicle of Philanthropy, CBS Market Watch, et cetera. They’ve got the existing relationships and they’ll leverage them to your advantage because you’re their client. You get in the media, turn to communications. Turn hyphen two dot c o It’s time for Tony. Take two. How are you? How are you doing? Have you had a vaccine? How’s your family doing? Your family been vaccinated? I’m interested. I’m interested in how listeners are doing. I sent this out asking folks who get the insider alert our weekly insider alert. And I got a bunch of responses back. People. People told me how they’re doing. Tell me what’s going on, How they’ve been what? What It’s like, uh, planning to go back to work, etcetera. So I turned it to listeners. That’s you. How are you doing? How’s your family? Let me know. You can use my email. Here it is. It’s not gonna be able to use it and give it to you tony at tony-martignetti dot com. Tony at tony-martignetti dot com Let me know how you are That is Tony’s Take two. We’ve got boo koo, but loads more time for nonprofit radio. Here is talking mental health in your workplace. Welcome to tony-martignetti non profit radio coverage of 21 NTC, The 2021 nonprofit Technology Conference. We’re sponsored at 21 NTC by turn to communications turn hyphen two dot c o. My guest now is Dan Burstein. He is founder at M H. Mediate. Dan. Welcome to our coverage of 21 NTC.

[00:32:59.94] spk_0:
Thank you very much for having me.

[00:33:15.94] spk_1:
Pleasure. Absolute pleasure. We’re talking about something that’s important. That’s not talked about enough. Your session is talking mental health in a virtual workplace. There’s there’s stigma around mental health. Is it? Is it Is it worse now in a

[00:35:38.34] spk_0:
virtual world? Um, I would say that, and I’ll just say, I’ll just say that, you know, my background is I’m a mediator and I do work to help people talk about mental health. But I also personally live openly with bipolar disorder. And I would say that stigma is a funny thing, because when we think about stigma, we think about well, do people have a negative attitude towards someone having a mental illness? And as time has gone on the general climate of negative attitudes to someone having a mental illness, I believe is shifted so people are more accepting of the idea that someone might have a mental health problem and we need to work with the fact that everybody in the workplace has mental health needs of some kind and people might need take a personal day or something. The interesting thing is, what kinds of ideas do people have about what do you do when you see that somebody may or may not have a mental health problem? And that’s where so much talk has happened during the pandemic, where, UM, people are saying, Well, what do we do? How do we pay attention to our co workers? How do we notice if there’s a mental health problem and help them? Their statistics out that about half of people have some kind of mental health symptoms now during the pandemic. And so there’s a lot of people have these good intentions that they want to find a way to support someone who has a mental health problem. But the way that they offer that support might actually be stigmatizing. And, um, one way of doing that is if you assume someone needs help. So if someone hears I have bipolar disorder, or even if someone notices, I’m having personal issues at work, if they approach me with the assumption that I need their help, that that’s paternalism and that’s one kind of stigma, another type of stigma and I’ll end it right there is, um, another type of stigma is, if you believe, for instance, Oh, well, Dan has bipolar disorder, but if he goes to the doctor and he takes his medicine, Dan will be fine. Where you that’s That’s an accepting idea. But that’s not how it works for everyone, because I have a choice about how to take care of my mental health. And plenty of people don’t get better even when they take medicine, because they have side effects or treatment resistance. And it’s a difficult journey for them. And so sometimes there’s an oversimplification of we have all the answers for someone’s mental health. Now you just need to come tell HR tell somebody, and we’ll be able to get you the help you need. Use the employee assistance plan. You’ll get your help, and we have it all figured out. And that creates a lot of stigma as well, because it puts that pressure on people to have their mental problems figured out or solved.

[00:35:59.64] spk_1:
Okay, so we want to. We want to be able to say the right things and avoid these Gaffs around dealing with folks who may need help and you said during the pandemic, What’s the statistic? Like as many as 50% of people have have some mental health needs. Intervention needs. Doing what

[00:36:56.43] spk_0:
I would say is 100% of people have mental health needs. So that means, you know, everybody has stressful days. They get to have worried, overwhelming, take care of ourselves like we’re all in a spectrum. In a normal year, one in five people will have a diagnosable mental health problem. So that’s what a normal year looks like. It’s about 20% of people will have a diagnosable problem now with the pandemic, it’s been. About half of people have been reporting mental health symptoms of some kind, and that’s for a number of reasons. That’s partly because of the social isolation, the fear of the illness, getting sick from the pandemic. Um, you know, losing your job. I mean, so many things are happening that are possible stressors that can trigger someone to have a mental health problem. So putting it all together, the data has shown that about half of people are having some kind of mental health symptoms that they’re reporting.

[00:37:09.23] spk_1:
Okay. All right. So yeah, 2.5 times as much as a as a as a normal year.

[00:37:10.53] spk_0:
All right? Exactly. So it’s more relevant now than ever. Accept that we all always have mental health stuff going on in some degrees. So I like to say it’s always relevant all the time for us to do.

[00:38:08.32] spk_1:
Yeah, fair point that. Everybody. You’re right. 100% of people have mental health needs. That could be as easy as I need. I need an hour away. Uh, I need I need quiet. I I gotta be with people. I’m too. I feel like I’m twice later, I got to get outdoors. I mean, those are all us, uh, responding to what we’re feeling in the moment and trying to take care of ourselves. Exactly. You’re right. Of course. 100. You’re right. Not that I thought you would be wrong, but yeah, you give voice to it. 100% of us have mental health needs. Absolutely. All right. Um right. So can we Can we flush these two things out? You know, assuming that people need help or that is assuming that the answers are simple. Is there Is there more like is there. Are there more ways we can help people avoid saying the wrong

[00:41:26.41] spk_0:
thing? Yeah, So what I usually do and what I taught in the workshop at the conference is, um, I try to focus on people remembering that when we’re in the workplace, we have to know what our role is. So are are you this person’s, um, you know, support system. Are you this person mental health treatment professional? Or are you there co worker or boss? If your co worker or boss you should start thinking what’s appropriate for me as a vantage point to engage in the topic of mental health and what what really is appropriate is talking about the behaviors in the workplace and how they affect the workplace. So you may see somebody who let’s say their absence a lot, and that’s not like them. And it’s not really appropriate work, even if it were like them. And so you’re thinking, Gee, from the way they look, they remind me of my friend from college who suffered from depression, and I might go over to them. And I might say, You know, Dan, uh, you’re absent a lot. I’d like to refer you to the employee Assistance Plan, which offers free counseling benefits. Or I’d like to suggest a way to help you with your mental health. I’m concerned that might be an issue that is wrong, because done now is you’ve added the backstory of your idea of what their mental health might be from your personal experiences instead of just focusing on what you’ve seen in the workplace, which is the absence is. So the better conversation is to sit down and say, Um, you know, Dan, I’ve noticed that you’ve been absent and I’d like to talk to you about how that affects the workplace and what we can do to manage that going forward and follow that conversation forward about the behavior. And then there’s ways that you can integrate mental health, you know into that conversation. And the typical way is to say, you know, whenever anybody is absent three times or whenever anybody misses this many deadlines or whenever anybody turns in lower quality work, we always let them know that there’s resources here to help them. And here’s a handout that includes all the resources we have that includes the employee assistance plan, etcetera. But what we’ve done here is we’ve taken the behavior indicator and we said, Okay, my role is really about the behavior I’d like to offer mental health support. You don’t have to. I’d like to offer mental health support. So what I do is I find a way to do it without singling anybody out. And I regularly promote these resources, um, and link it to clear behavior based criteria when I do it, as opposed to my hunch that I’ve seen something and I’m guessing, if you may are made out of a mental hunch about you, right, So that’s 11 way to look at it and that covers most situations. The the other thing that happens, Um, so that covers if you if you if you see you know performance problems at work or if you see inappropriate conduct, you can do the approach, I just said, But the other thing that can happen is someone can come and disclose to you, and they can disclose to you either just in passing like I did on this program and say, I have bipolar disorder and that’s it. Or they can disclose to you by saying, you know, I have bipolar disorder, I have depression and I’d like to change something here in the workplace. And at that point, most workplaces of a certain size have a responsibility legally to consider what’s called a reasonable accommodation for disability. And so there is a process for talking about that, and the American

[00:41:29.53] spk_1:
is that’s under the Americans with Disabilities Act.

[00:42:56.00] spk_0:
Yes, this is under the Americans with Disabilities Act, reasonable accommodation. Most Most organizations do not talk about this very well in the sense that they have a policy. If somebody asked for a reasonable accommodation, but they don’t educate the managers and the staff of when someone says something that could be a request for an accommodation. Um and so the example that I give is You know, a lot of people hear me say, I have bipolar disorder and they go, Whoa, that’s serious. Do you need help, Dan, Um, you know, But if I said, Oh, I’m feeling depressed right now and I need some time off I might not realize that that person is suffering from major depression and they’re actually asking for a disability accommodation. So it’s very dangerous to use your own judgment of whether or not a situation is serious enough to refer to H R or to refer to the disability accommodation on policy. And so what you really need to do is, um, when someone shares anything that includes two elements, which is possible health condition and that requests for a change in the workplace you should have, you should offer to process it like a disability accommodation. Um, and you should not, as a manager, informally offer the health, because even though you think you’re doing that person a favor, you’re making that person feel insecure that there’s not a real system to take care of them and instead that they’re relying on the goodwill of their manager. And that’s not a comfortable thing. In addition to the fact that if you’re letting the manager do these ad hoc favors, um, you’re opening up the possibility that there might be discrimination where whoever the manager notices, some people get, some people don’t etcetera, and and that becomes a problem. So that’s basically the whole gamut of interactions. You can have that work related mental health.

[00:43:21.80] spk_1:
So what is so what is the best way? By the way, I don’t know if you can hear There’s vacuuming because I have a contractor preparing my stairs, and

[00:43:22.84] spk_0:
I can’t hear the vacuuming, but I I feel for you.

[00:43:44.10] spk_1:
Okay. Thank you. I was feeling for you because I thought it might be distracting. Uh, well, if you hear vacuuming or pounding, it’s on my end. Okay? There’s no one trying to break into your home. What? So what is the appropriate thing to say? Then tell us, You know, like, if you can script it, what should What should the supervisors say when the person presents with these two? You know, these

[00:46:51.98] spk_0:
two criteria? I think they should just ask, you know. Oh, I I hear you’re saying that, um I hear you saying this and that. Would you? You know, would you like us to, um, Steve, there’s a way to adjust the workplace as part of an accommodation. This is what we say to anybody who presents with a possible health issue and, um, request for help. And most people will say No, I don’t I don’t want to do it as an accommodation. Um, and I’m saying this also with the caveat that you should go to your own HR department and find out how they want you to do this, but because they have their own practices and they have their own attorneys that have decided how to do it at your organization. But the key thing is, a lot of people at the organization don’t understand that regularly. People are saying things that could be a request for accommodation. And the fact that you would take it more seriously if I say I have bipolar disorder than depression is on its face. Discriminatory because you know you don’t realize it because you’re just thinking you’re being nice. You’re being supportive. Um, you know, But, um, but it’s just it’s just it’s better to have a uniform approach where anytime anybody shares any kind of health need while asking for for some kind of change at work, you refer someone, and if somebody just shares it like I said, I have bipolar disorder. Um, don’t assume they need help. So that’s the other piece. You need both elements before you offer the accommodation for all. Otherwise, there’s some lessons about generally how to talk about mental health. Um, and people can get resources that I promoted on the conference. I guess we could add a link to go with this podcast. But I could say that you are l, um, Dispute resolution and Mental Health Initiative is where you can get the free resources. So it’s D r M h initiative dot org. There’s a lot of resources there to help you figure out ways to talk about mental health and empowering ways. Um, one example is person first language. So you wouldn’t say Dan is bipolar because that’s defining me by my condition. You would say Dan has bipolar disorder, or Dan, um, you know, has a diagnosis of bipolar, you know, or whatever it may be, Um, the other thing is, you should really never make any assumptions. So when someone says something to you, the easiest thing to say is, Oh, what What do you want me to know from that? What do you want me to know from that? Instead of jumping in and saying, Oh, I have a friend who also has, um, you know, depression, right? Or I’m depression myself. I’m anxiety. You know, someone says to you, Hey, I’m mentioning, um that I have, uh, I’ll use me again as an example. Bipolar disorder, you can say. Oh, Dan, I hear you. You know what? What do you want me to know from that? And I said, Oh, you know what? I’m fine. I don’t need anything. I’m just open with everyone so that, you know, I just was saying it because it’s just what I do to feel more comfortable or it’s just part of what I do for my work. Um, but but But most people, when they hear something like that, they go into their hole on their whole inner wheel in their head. Um oh, what do I do to help this person?

[00:46:53.73] spk_1:
What I read about that. Yeah, I

[00:47:03.18] spk_0:
read about that. And it’s the actual advice to take care of. This is it’s actually quite simple. Don’t listen to yourself. Listen to the person who’s talking and make sure you hear what their ideas are and what their desires are. Um, to guide the conversations and there’s a lot more to it than that. You can get those resources again at D. R. M. H initiative dot org.

[00:47:19.48] spk_1:
Okay. Okay. Um, since we’re talking so much about bipolar, why don’t you acquaint folks with what it means to have a diagnosis of bipolar.

[00:49:52.37] spk_0:
Sure, well, but well, every mental health diagnosis because of the nature of what a mental health problem is, where it affects your thoughts and feelings and behaviors is unique to each individual. So I don’t want anyone to generalize from my story to other people. But I have bipolar disorder. It’s a mood disorder, which means I have trouble regulating my moods to some degree. And because it’s bipolar, there’s two different types of ends of the spectrum. On the one hand, there’s the low mood, which is depression. Um, what differentiates me from someone who has a diagnosis of depression is there’s also periods of high moods, which can be mania or hypomania. Traditionally, people think of that as you get very euphoric. Um, but you can also, which means very happy. But you can also have a very upsetting or dysphoric mania. And there’s a lot. There’s a lot of complexity, so I don’t want people to walk away thinking they know what it means that someone has bipolar for me. I was 19, um, in college, and I didn’t sleep for four straight days until I was then hospitalized and they checked my brain and, um, saw that I didn’t have drugs in my system. I didn’t have a brain abnormality physically on the scan and diagnosed me with bipolar disorder. Because if you have one of these big up episodes where you don’t sleep and you talk faster than I’m talking right now and you engage in erratic behaviors, um, that is definitive for a diagnosis of bipolar. Basically. So, um, if you just have depression, you don’t know if someone’s going to have depression or not, because you need to see that up episode to know that somebody has bipolar disorder. So for me, I was 19. I had that episode in college. I missed a semester of school, you know, got hospitalized and I’ll stop the story there. But it’s obviously a long story of life with a mental illness. Um, and it’s complicated, and it’s just one of many people’s different stories. Some people go to the hospital. Some people don’t. Some people take medications some people don’t, and that’s why what’s important is to let people tell their story and tell you what they want you to know. Instead of asking your own questions and pro and probing. Um, what? Your question was totally appropriate, Um, for this podcast. But in general, if you’re at work, you know, you keep your head down, and when someone brings it up to you, you listen to them and you ask them what they want to talk about. And you follow some of the other skills that you can learn to be empowering and talking about mental health.

[00:49:54.57] spk_1:
So a better way to ask. What would you like me to know

[00:49:57.77] spk_0:
about? What Would you like me to know and or just Yeah, or just I mean, you can say diagnosed. You can say anything, but yeah. I mean,

[00:50:05.84] spk_1:
what would you like me to know

[00:51:19.56] spk_0:
about what you’re saying, what you know or what are you? What are you trying to convey to me? You know, the idea is less about specifically what you say and more about showing the person a few things. So number one is I’m listening to you. I want to hear your ideas and your story. You’re you’re empowered in this conversation. So that’s one thing you’re trying to do. The other thing that I mentioned earlier, it’s really important is I’m not judging you and singling you out to treat you differently than other people. So those are the themes that you want to show with. Everything you’re trying to do is to say we we we check in on everybody who is absent, we check in and everybody who misses deadlines, you know, we have the same conversation. It’s better to give a written handout because with the written handout, um, people can see Oh, yeah, You didn’t just make this up just because you’re freaked out by me. You you give this out to everybody. So those are the key principles that are the most important. And if you say the wrong thing along the way, um, you know that’s not always pleasant for someone. But if they can see that you’re really trying to be fair and treat them like somebody else and if they can see that you’re really trying to listen to them, then you’re going to have a good outcome. And and that’s not just when there’s a mental health problem involved, that’s actually all communication. Um, you know, in all interactions, it’s good to do those

[00:51:22.44] spk_1:
things listening,

[00:51:23.50] spk_0:
listening, listening

[00:51:24.73] spk_1:
just as I just cut you off as you’re talking. But I’m saying, but I’m emphasizing, Yeah, listening appropriately. Careful

[00:52:24.25] spk_0:
listening. Um, and what happens with mental health is a lot of times people see mental health niche and they start panicking about what do I do? What do I do? And it’s like, actually, you should really just focus on treating everyone great all the time, and then you won’t have any problems. And and And that’s where I come in as a trainer or, um, you know, to help different organizations is, you know, basically what happens is they have They have some missteps and how they’re dealing with mental health. And so we address those. But it’s actually addressing the culture for everyone because as we started, um, this podcast 100% of people are having mental health needs 100% people, um, you know, might need to communicate about feeling sad or worried or overwhelmed or having a rough day and and and these skills will benefit in all those situations. Um, you know, as long as you get to that mindset of the empowerment and treating everybody the same, all

[00:52:50.55] spk_1:
right, that’s excellent. And I’d like to leave it there if you make you make your points very, very clear. Very succinct. I do want to leave folks with DRM H initiative dot org for Dispute resolution and Mental Health Initiative. DRM h initiative dot org For all the valuable resources you were talking about, Dan Dan Burstein, founder M. H. Mediate Dan, Thank you very much.

[00:52:51.89] spk_0:
Thank you for having me.

[00:53:56.85] spk_1:
Awesome. Valuable Thank you and thank you for being with tony-martignetti. Non profit radio coverage of 21 NTC were sponsored at the conference by turn to communications turn hyphen two dot c o Next week. More 21 NTC panels 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. Mark 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 non profit ideas for the other 95% Go out and be great.

Nonprofit Radio for February 1, 2019: Successful Run/Walks & #19NTC

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Hello and welcome to Tony Martignetti non-profit radio Big non-profit ideas for the other ninety five percent. I’m your aptly named host. We have a listener of the week, Molly Sullivan at Fordham University here in New York. She was sharing the show with her colleagues and accidentally sent it to me. We love listener sharing. So thank you very much, Molly, for doing that, even if you have to share with the host. I love sharing. So share with me all the time, but thank you for trying to get it out to your colleagues. Hope you hope you got that Taken care of. Thanks for sharing Molly. And congratulations on being our Listener of the week. I’m glad you’re with me. I’d be hit with forma cation if you made my skin crawl with the idea that you missed today’s show. Successful Run Walks Emily Parks, Melcher Productivity Consulting with run walks to give you her best tips that will make your sporting events winners. She’s founder of Organized for Success and nineteen NTC twenty nineteen Non-profit Technology conference is March thirteen to fifteen in Portland, Oregon. I’ll be there. Amy Sample Ward are social, media and technology contributor, CEO of N ten and a Portland ER, shares. Why you need to be there. Here’s a hint. You can hear this right now, so you’re use technology durney steak, too insider responsive by pursuant full service fund-raising data driven and technology enabled Tony dahna slash Pursuing, but Wagner CPS guiding you Beyond the numbers. Wagner cps dot com Bye. Tell us Attorney credit card processing into your passive revenue stream. Tony dahna slash Tony Tell us and by text to give mobile donations made easy text. NPR to four four four nine nine nine. Pleased to welcome Emily Parks to Non-profit radio, she’s an award winning productivity consultant who founded Organized for Success in two thousand seven, using tips using tips garnered from her years as a small business owner and productivity consultant. Emily has more than doubled income generated by the lunge Forward, five k run, walk and rally that she directs for the Lung Cancer Initiative of North Carolina. She’s at or GE the number four success, and her company is organized. The word for success dot biz. We’ll have to show Emily Parks thank you so much for having me today. It’s a pleasure to be joining you. Thanks. You calling in from Raleigh, North Carolina, Are you? Yes, I am. Okay. You know, my heart is in North Carolina often. Yeah, cause I own my own two homes there once. Ones like, only an hour away from you in Pinehurst. Yes. And as a beautiful town. Yeah, it is. It’s nice. There. Rallies. Lovely. I love Raleigh. Absolutely. A little bit of everything in rally. A lot of college students Do I like that? Yeah. So let’s talk about our successful run walks to get started. You like to see a comprehensive checklist? Well, my experience working with entrepreneur small business owners, non-profit managers, frontline employees, every human being has reinforced the research that our brains are meant for thinking whether that strategic or creative. But they’re not meant for remembering things. And so when we’re putting together any sort of an event, but particularly a charity, run or walk, there are so many things to be remembered, and I find that capturing those is a great way to make sure number one, nothing falls through the cracks, but also, we can actually a sign a deadline for each of the items in the checklist. We can make sure that it it flows more seamlessly from conception that to the event day, and that we’re able to actually check them off the list. But there’s definitely a sense of accomplishment and empowerment where you’re checking things off the list. Yeah, I was like that when I can scratch something off a list. But so So if I forget, uh, my wife’s birthday, I could just say My brain is not made for remembering. So layoff, Is that true? Well, there is this little thing called technology that can help you with reminders and things like that so we can use the tools around us. But yes, actually, when so numbers were first created, they were given four digits. Because all the psychological research shows that we’re not able within our brains to capture more than four things at a time. And you’ll notice when when children or adults go through I Q testing and they give you the items that you need to remember and then they do something else and they come back and they ask you for those items. They only ask you for three or four different things in that list. And that’s because our brains are just not meant for remembering those things. Okay, now, when I was in when I was in college, I took some psychology courses, and it was cognitive psychology. One of the things we learned. Maybe this is Maybe this is outdated now, because this was nineteen eighty, Something, um was that the brain could remember. It was it was seven plus or minus two chunks. Does this sound familiar to you, or it does So bizarre is that learning so on a chunk is not necessarily a digit. I mean, you could put if you were, If you trained yourself, you could put six or seven or eight digits in a chunk. And then you can remember seven plus or minus two chunks of somewhere between five and nine chunks, you know, but you have to train yourself. You can’t do that right out of the gate. That is that. Is that antiquated research that I just wasted people’s times listening to? No. But there is a caveat to that. There’s the emphasis on number one training yourself, but number two, using tools to connect those items together. So a lot of times you’ll hear people talking about a list of items or shopping list or something, and they create a story that ties the different items together. So you’re more inclined to remember closer to that seven to nine range, then the four to six range. If you’re doing something with your brain to make those words matter, or there’s numbers matter or they’re more meaningful. Yeah, okay. You got do some exercises with them or something. Yeah, part of the part of the final exam in that course, the Professor Red things off. And I think you know how to have pens down or something. Your hands up in the air or something. And then And then after he read off a series of whatever they were, you had to write down as many of them as you could remember. That was, uh that was interesting. Exam. All right, Durney. How’d you do on the exam? Oh, no. I’m more like seven. I’m more like one plus or minus two chunks. My, my So so I grasp on when you say our brains are not made for remembering, I grab onto that so that will sustain me for another ten or twelve years. Well, in another thing, not only that our brains are not meant for remembering, but they’re meant for thinking is also that our our brains don’t grass someday. So one of the other reasons that I like a checklist is because of those deadlines that I mentioned. If we have associative deadlines with our checklist items, then it’s not floating out there as a wish. It becomes a goal and something that we contain. Gia ble attain. I don’t know about you, Tony, but I have yet to dahna calendar that has some day on it. So when I say that I’ll get to that someday, it usually just keeps falling down the list further and further and never actually gets accomplished. And when you’re planning a walker run, that charity is depending on the action’s getting completed in a timely manner and deadlines pair nicely with that. I admire how, how deftly you segregate us back to the topic. We’re supposed to be talking about an off the topic that I digressed, too, which was a seven plus or minus two chunks in the psychology class and everything else. So that was very well done. We’ve got to take our first break pursuant their newest free E book, The Art of First Impressions. Do you need more donors? This resource is all about donor-centric guiding principles of ineffective acquisition strategy. Plus how to identify your unique value and use it to advantage, plus creative tips. It’s all about making an excellent first impression for Donorsearch acquisition. You’ll find this at Tony dahna slash pursuant Capital P for, please. Always for that listener landing page. Now, let’s go back to successful run walks. All right, Emily. Eso brava. Well done, Segway ing us back to the topic that you got tired of talking about That I made you digress to That was never tired of talking about psychology. But I do know that I want to be able to give your listeners as much value as we possibly can. Yes. And if you, uh, worthless host digressions as possible, that’s that’s the natural conclusion From what you just said. I understand their kayman value is always Well, it better be. I just got some value to this. Okay, so what’s our next step? You You tell me what you want to talk about after after having that critical checklist, How about teamwork? No, I don’t want that. I don’t like that one. Now go ahead. Of course, Steven, do it. Well, I the quotes that come to mind when I’m thinking of planning charity walks and runs are in love as faras. You know, if you want to go quickly, go by yourself. If you want to go for go with a group or together everyone achieves Mawr. I mean, there’s there’s countless Mantra tze with which a lead our organizational group. But having a committee might be the most important element for the success of both the event, the growth of the fund-raising and the overall mission driven element of any charity organization committee’s Okay, we don’t want a committee too big. I mean, of course, right? I mean, this is a run walk, so of course it can’t be handled by one person, so absolutely I’m not not debating that. But you get too much committee. Andi, you get more, get more committee. I don’t know stagnation. Then you do productivity out of a committee. Absolutely. You want to make sure that you have enough people in the room said that each of the necessary rolls is fulfilled. But you want to make sure that you don’t have so many that it slows down the decision making process or that anyone on the committee doesn’t feel like they’re truly contributing. People want to make an impact. People want to help your non-profits vision and mission come to fulfillment, but if they’re just filling up space and coming for a free meal, they’re going to feel less fulfilled in the process. So I find making sure that the committee includes a volunteer coordinator, a team captain, coordinator, an exhibitor coordinator or host for those vendors that will be at the event a media contacts and then particularly someone to oversee the food and beverage element of your event. Those air really integral roles that helped the committee divide and conquer on the necessary functionality but also empower all those team members. Because if you’ve got a planning team that has the the right people in the right roles, then everybody excels because they’re all ableto bring ideas and energy and their network for bigger and better results. I’m in Italian, so I gravitated to the food and beverage section. What if we’re thinking about doing a run walk you know, we don’t do these annually with planning one first. One. What kinds of what kinds of foods and beverages should you provide to your your runners and walkers? The answer to that, Tony actually depends on what type of event you’re trying to have. I find it. The charity event that I oversee for our Greensboro Lunge forward here in North Carolina is part of a run, Siri. So there are running events all throughout the year, and participants that do at least five of those in the Siri’s get X surprising. So been to many throughout the series, and there’s different feelings at different events throughout the year. Some of them really focus on making sure there’s enough doughnuts and bagels and sausage biscuits or bananas or oranges for free race snacking and then refueling as soon as you’re done with the rich. There are others like ours, where we do have those items beforehand, particularly the bagels, the doughnuts, the bananas, oranges. You know, those high energy fuelling foods. But we also partner with a local restaurant in brewery in the area to be ableto have brought and beer now talking. Now, now breathe here for everyone that participates in the five K is always an exciting draw for any runner. And I’ve decided that if you run a five K, you’ve earned your free beer afterward. Can I just show up in shorts and a T shirt and just crash and forget the five k part? And just just I’ll do the walk from my car to the beer stand. Well, how about you registers a participant to the five K, but she just sort of hide in the background during the running part, and then you get your beard the alright? Exactly. Yeah, right. Right. I mean, you still get the teacher about trying to skirt the system, but I don’t want to cheat the charity, so I mean, I’ll donate, you know, I’ll donate to the charity too, but you’re in Brant’s. That xero okay. So a little some comfort food for afterwards, if But you know. But I hear you too. And you know, it depends on what part of the country you’re in. It depends on what your mission is. Beer and brats may not work for the American Heart Association. Well, the beer could mean that that alcohol is hard healthy too, in moderation I don’t know about. Maybe they read washing. Yeah, Yeah or yeah. That’s a myth, though. You know what? That’s the red wine producers all, however all alcohol? Yes. All alcohol again in moderation. The two ounces to three ounces or two to four ounces a day or something. Has the has the heart healthy benefits. But the red wine industry jumped on that when it first came out and said, You know, red wine is the is the source. You get the same heart healthy benefits from white wine or other other alcohol spirits. Trust me. Just you have to just trust me on that. That’s great. That marked the price of admission. Jellicle, my limoncello Limoncello, not lemon Jell O, please, Limoncello. What else do I like? Bailey’s? Yes. You get the get the advantage from all those different alcohol types. Not on ly red wine. OK, another worthless host aggression. I’m sorry. I don’t know why you come on the show. I would if I were you. I’d hang up because the hostess who keeps dragging you into places there only I think the lesson about alcohol. That’s a pretty good lesson learned All right. It’s true. Um, especially skillsets wear Red day today. Always today. Where? A day for what? Yeah, for the American heart is American heart miss that one. All right. Okay. Uh, while I’m in New York somewhere and gray and black, that’s that’s That’s the de rigueur colors here. All right, So what’s next? We gotta have some captains coordinators on the committee, right? Absolutely. So, talking about this, members of the committee that touched on the volunteer coordinator was the team captain coordinator. And I find that that team captain coordinator is an integral part for the growth of any run wall. Because if you’re using your committee and your media contacts and your email messages that go out your social media marketing to touch on each individual directly from the organization, you’re not gonna have the breadth and depth of reach that if you have a team captain coordinator who is the point person for energizing all of your team captains, then it gives the team captains the fuel to go out and work with their network and make those personal place to grow their network. And thereby you have this whole army of individuals that are out getting people excited and energized and signed up and making donations and asking their friends and family and neighbors and colleagues to come and join them. Research shows that we need to hear about something at least five to seven times before we want to learn about it. So if you’ve got your marketing messages going out, but then you also have Team Captain’s asking for help e-giving personal invites to their contacts. Then you reach that five to seven threshold faster, and you get more people to go to the website, learn more about the event and sign up, make known ations and truly take action. Okay. And then, of course, there’s technology that can help us to. It’s enlarge our network as well. Absolutely. I’m a firm believer that a combination of message sitting so email, marketing, multiple platforms of social media if you if you were non-profit, is the size of a mid having a text messaging element, that’s a huge way to get people while they’re on the go. You can also make sure that you’ve got calls going out. Our team captain coordinator does a great job to make calls to the team captains and then the team captains. Often Tom’s will call people on there on their teens, so it’s sort of that domino effect and also another coordinators that we touched on earlier. The volunteer coordinator and Exhibitor Coordinator. Um, you could also have a sponsorship coordinator, but those air all people to get other organisations involved. So your sponsor coordinator is getting people to donate money as sponsors. Your exhibitor Coordinator is getting organizations, businesses, community partners, tohave table tops at the event. And your volunteer coordinator is working with Universities High School’s key club, all different types of volunteer outlet to get more people there on the premises. Most events I’ve seen need anywhere from one hundred two hundred volunteers for a walker run. And you want to make sure that you have those bodies so that things run seamlessly throughout? Okay, wait. If you’re talking a minimum of one hundred volunteers, that’s a that’s a huge event. Yes. You know, you’re talking about So what size hominy, run runners. Walkers? Do you have just wait? We average between five hundred eight hundred participants, but we have a cz many as twelve hundred event. Okay. Okay. One factor we want to make sure we consider again. I imagine this is most valuable for people who haven’t done this much or at all. We need to make provisions for the folks who aren’t able to run or walk, but they’re going. They’re going to participate in a wheelchair or, ah, bike. So it’s one of the I don’t know what those bikes are called, but they’re they’re not your average bike, but you know, people who want to participate or need to participate, other than running and walking two, two elements to that number one, every walk run is responsible for partnering with the city in which they host their event to make sure that there’s adequate police coverage. One of the main functionalities of those police officers is to make sure that whenever that walk run participant goes through an intersection there protected from oncoming traffic. And so part of that is, Is your course flat? Or are you educating potential participants about where the hills are so that they can plan accordingly? Part of it is making sure that the police are aware when there are participants that needs special consideration, like those in a wheelchair or those that may be walking with a walker or things like that. We have also partnered with local organizations that they have runners that put some of our lung cancer survivors into these. They’re there kind of like they’re like, adult stroller type things. But they have three wheels and then the two handles on the back so that the runners can push the survivors that are unable to make it through the five k or the one k distance so that they’re able to participate in the festivities, right? Sure. Okay. Okay. Very good. And but making sure also, one of the most important things to add to your checklist as you are somebody doing a walker run is to make sure that you have first aid coverage. And for us, that has been a an organization with city where they have first aid medical medic who are on the bicycle. But it depends on where you are located and what resources are available in your city or town. But make sure that you’ve got first aid covers. Okay? Excellent admonition. Thank you. And then. So if we have this overall logistical checklist, there’s got to be sub checklists for probably each of these committees, or write each of these discreet activities were talking about. They need their own checklist with timeline and deadline absolutely going back to that part about needing to hear about something thought to seven times before acting on it. A checklist for marketing messaging that incorporates multiple different emails, multiple different social media campaigns, multiple different mentions that other events that people might be coming tio or calendar listings and things like that is huge. So a checklist for your marketing efforts is important that could in-kind clued media coverage and a timeline for how to reach out to media people. But then also a separate checklist for volunteer recruitment is huge. That volunteer coordinator needs to know where they should be sharing information and with whom. At what day. There’s not a someday on the calendar, so making sure that their specific deadlines for each step in it is huge. The exhibitor coordinator needs to know at what intervals to reach out to sponsors to see if they’re going to exhibit two. Solicit details about who needs electricity or who’s going to be bringing a ten by ten ten things like that. So the overall checklist being broken down into subjects list makes it great to delegate and have teamwork and everybody carrying a part of the load. But Mohr ever make sure that everybody is working and tamed them together so that your checklist makes sense working? Congrats, Emily. What’s your plan for crummy weather? Oh, I wish I could just stick a biodome up over the area where we’d have our event because, unfortunately, whether it’s the number one thing you cannot control and our events do happen, rain or shine. We have had some really chilly mornings because the greens for lunch forward happens in November because that’s Lung Cancer Awareness Month. But also because Veterans Day falls in November and military veterans are impacted by lung cancer a significantly higher rate. So our weather plan is threefold. Number one. We do an amazing goodie bag for each participant that has things like an extra pair of socks. Gloves that have, like the TEC tips on, Um, um, we give out to bargains are Beanies, I guess, is the new name for them. That people can wear to cover their ears in their heads. So number one is the Good East to acquit people for the weather. Number two is we do have the contingency plan that if there is a tornado coming through or lightning strikes or things like that, would you cancel the event in that place? But the third is to just educate people from the get go that our event happens. Rain or shine. OK, thank you very much. Very welcome. That was a wonderful question. I appreciate you touched tonight. Only took me twenty five minutes to achieve one. Thank you. Now all of the questions are great, that one, especially because people don’t necessarily think about the weather being something they can’t control. Your looking on your checklist, that all these great things that you can control and unfortunately, we don’t have a magic wand away just and say, Oh, we need a bright, sunny day with seventy some degree temperatures outside. Well, you’re in North Carolina, so you have a better shot at that. And lots of other parts of the country That is very well, remember, it’s a wonderful weather and November you have a better shot of that, then Lots of other places. Okay, way. Got a few minutes left, like, three minutes or so. Left. Um, well, how how early do you like to start the planning for this? We often times start as a committee with a debrief of the prior year’s event the week or so after that prior year’s event. And because our event is in November, we will do the debriefing in December in January. And then we actually start hitting the ground hard and February with making sure location is secured that our race route is is confirmed and certified that we coordinate with the city we coordinate with the police. So we started that the past couple of weeks. In January. We will hit the ground running through February, and then our committee will start having regular meetings in Mark and we start meeting every other month with people doing functionality in between those meetings on their own. And then starting in the summer, we’ll meet every month. But our with the event being in November, we make sure that the website launch is no less than six months before the event. Okay, the registration went okay. Excellent. All right. So really, you’re ITT’s a year round deal, all right? Absolutely. Family. We just have a minute left, which I need to hold you too. So what do you want to wrap up with in a minute? Make sure that you, as a leader for your event as well as everybody on your committee, understands that everybody is human and we can do the best we can. But schedules are going to change. Problems are going to arrive. There’s going to be fires to put out. So cut yourself some slack, incorporate self care and asked for help because teamwork will make everybody so much more successful. All right, That’s excellent rap, Emily. Thank you very much. Thank you. Toni. This fabulous. My pleasure. You’re right. You are fabulous. Emily Parks. She’s at Organ. The number four success and her company is organized for success. That’s the word for dot biz. Thank you again, Emily. Thank you, Tennessee. This was a pleasure. Let’s take a break. Well, your C P s. Here’s a block post for you. The differences between your nine ninety and your financial statements. Have you ever looked at these two things and seen the same word description, but there’s two different numbers, and it seems like they ought to match, especially if the same person, same companies doing the two things. But there are reasons why they don’t that and other things. Simple explanations there covered in this In this post, you goto wagner cps dot com Click Resource is then blogged. Now, Tony steak, too. Have you become a non-profit radio insider? Yes, he’s talking about it again. Oh, my God. Because that’s where you’re going to get the special access now special access to the private videos that I’m doing with guests Thiss Week with Emily. Since she’s a productivity consultant, we’re goingto do something, as as these videos always are that we did not talk about on the show. It’s not just we got a short regurgitation of what you just listen to on the show. What’s the point of that? So we’re going to talk about a productivity tip using the Eisenhower matrix, Emily and I. So that’s one example. But there’s there’s Ah, probably got six of these or so in the can that haven’t been released yet, but it’s going to be all part of part of a they will all be part of a private playlist and you get access to the playlist. But being a non-profit radio insider, how do you do that? You go to tony martignetti dot com and you click the insider alerts button. It’s so damn simple. It’s just name and email, some other podcast. It would probably charge you, but I don’t and I’m not going to. It’s not like I’m putting you on a list that you believe you’re going to get. You’re gonna get charged. I just wanted to be an insider. That’s how you get it. Okay, So you started twenty martignetti dot com. What a surprise. Let’s bring in AA step award. She’s been listening in, and, uh, she’s our social media and technology contributor. What do you know about that? She’s also the CEO. Event ten. How about that? NON-PROFIT technology? I’m sorry. Uh, well, the Non-profit technology network she’ll admonish me. Her most recent co authored book is Social Change. Anytime, everywhere about online multi-channel engagement. She’s that Amy Sample, ward dot or GE. And at Amy R. S. Ward. Welcome back, Amy. Simple word. Hi. Thank you for having me back. Actually, just as I was waiting my turn in the digital Q. Here I was looking twenty nineteen, a brand new year calling in non-profit radio. And then I was like, Wait a second. How long have I been doing this? And I just checked my email and it six and a half years. Is that, like a real thing? Absolutely. Just gave me a chill. Literally. I have a physical chill. Give me goose bumps. Yeah, because the first show you were on, we used to talk about this on the anniversary shows, but happy Toa. You know, not that that’s the only time. But so this is how I know the first show you were on was the one hundredth show. And yes, that’s what I remember that, you know, there’s searching through your Gmail can be a little difficult. So I just Tony hundreds show because I knew that the first one and yeah, that was in July of twenty twelve. That’s right. July is every every July is a new fifty new fifty more shows. Fifty show milestone and live twenty twelve. Yeah, and we’re at show four hundred. This is four hundred twenty seven or six or eight or somewhere around there. So that’s three hundred and twenty some shows and fifty shows a year would be six, seven, six years and a little less than half. You’re absolutely right. Yeah. Yeah. How do we possibly have things? They still talk about you. Uh, well, you make that you make that you make that determination on, then I routinely veto them, and then you make another determined. You probably have. Come on. So true. Yeah. You probably have come up with more. Like probably like seven hundred topics. Three hundred fifty. Some shows you’ve been on. Well, of course, you have been on every week either, but But But it has been that long. It has been that many years, you know, because you know, we get along great eye. I think you don’t have to say anything if you don’t want to. Wei have a strong enough relationship that I could say you can remain silent you on the show and it’s fine. You can remain silent when I say we have a good relationship. E-giving all right. So are you calling in from the End ten office? Yes, I’m calling in from antenna H Q, where we are quite literally surrounded by boxes as we have one last week where you know different different swag, different supplies, all the you know, physical things that make the conference happen are being sent to the office and then they get all rounded up and take take to the convention center in, like, one giant truck. So right now it’s the final week of the boxes like Back-up around us. I see Right? And, of course, we’re going to talk about nineteen ntcdinosaur twenty nineteen non-profit technology conference now. In years past, when this has not been in Portland, where your physical headquarters is, would those things just have been shipped to the hotel. And so that would should save staff a lot of a lot of labor fame. It’s here in pieces because a lot of it, you know, I mean, we are somewhat conscious of the carbon footprint we’re creating by putting on a conference. So as much as we can, we use your two year so a lot of it here in our building storage and then, you know, we bring it out in package. What we need to take for that year by the stuff that we need to buy, and then it normally gets put on him one or two palace and shipped to conventions come. But since we’re in the same town, that’s not like a thing we can’t have should become falik ties the boxes and literally just drive them across the river, you know, five minutes away. But we also can’t just take it. And, you know, like behind the scenes reality of big conference planning is that convention centers and decorators have all these rules about when you can access the pre event storage when you can access, loading, dock all of that stuff and that you’re charged every time it does get access. So instead of Ah, shipper, that’s going to put it on a pallet, you know, on some big truck and go across the country and said, We have a moving company coming to move these things. And that was quite an interesting process of trying to talk to movers. And we’re like, Well, no, we’re not moving offices, but you do need to pick it up from an office. We’re still going to work here. It’s just other stuff you’re picking up, so Yeah. Okay. That’s s o. I liked the behind the scenes stuff. Um, yeah. So you said Big conference. It’s always over two thousand. You have. Ah, you have a goal for the number of its India. We have a map Wey have, like, the amount of people that can sit in chairs. So we’re currently on track to sell out at our cap of twenty. Three hundred twenty hundred. You thinkyou? Yes. You think you’ll sell out twenty three hundred? Okay. Yeah. I mean, we have we call it a calculator, but essentially, it’s all of the week by week registration data from the last, like, ten years, and it just charts it in. So every week we put in how many registrations we do have. And it calculates out what we’re on track. Tio hit. If we continue the pattern of the previous data at Tio hit our cap of twenty three hundred a head of the conference, which means we’ll have tto, you know, hang up the closed sign on registration at some point. Yeah. Turn people away. All right. So get in. So then now place to go. Of course. Is in ten dot or GE. It’s right on the right On the home page. Big band. Is there a banner across the top? Yes. Big dahna krauz stop you. And ten dot or ge. Um Okay, So what? What are what are we signing up for? What we’re getting into if we when we sign up. I’m glad you asked. You’re getting you’re signing up for all kinds of things. There is. This is my very weak attempt creating a bridge to Emily Segment. There are some community members who already organized some morning runs, and one of the lunches has a guided walk by Beth Kantor. So the NTC, then I’ll have a technology conference ISS filled with all kinds of things that I think folks expect at any conference. They’re going to tow learn, but it’s also filled with things that I think community members often don’t expect to be in a conference. So on the first hand, there’s over one hundred eighty sessions this year so that, you know, three hundred some speakers and just lots and lots of opportunities to go learn from other practitioners what they want to dio on our conference has we label sessions are in our kind of way of thinking. We’re more like categorizing them or tagging them into the five kind of categories of an organization. So program fund-raising marketing, communications it and leadership. But they don’t act as like tracks or, you know, some conferences. You sign up and you’re you have a certain job title and those of the sessions you have to go to. That’s not how it is. I can’t see anybody can go to any session, but we use those labels because since then, DCS all about technology, there could be two sessions happening at the same time, about data or about maps or whatever. But if you see that one of them is tagged as a communication session and one is tagged as a night session, it’s easier to say, Oh, well, I couldn’t see the difference between these one of these is maybe going to be more technical, and one of these is going to be about, you know, external community communications. Um, and in that same way, there are people attending all those sessions, people speaking those sessions who are from every different kind of job type, every different kind of, you know, organizational mission, big, big, huge enterprise size organizations and really small one person organizations. So wherever you are at in that world, however, many staff are on your team or what mission your organization has there will likely be someone else has that matches your reality that you could find at the conference and share and learn with them. Have you ever gotten to go to many sessions, Tony? Because you’re always also creating content. I thank you, and we’re going to talk about what I’m gonna be doing there, but no, I’ve I’ve never been. I’m proud of this. It’s just the way, because I’m on the exhibit floor capturing fantastic interviews from your speakers. I have never been to an NTC session. Although I’ve been to This will be my fourth and T C. Hold that, though. We gotta We gotta take a break. Please tell us. Can you use more money? Do you need a new revenue source Get a long stream of passive revenue? When cos you refer process their credit card transactions through Tello’s, watch the video, then you send the potential companies to watch. And of course, there’s also applies for your own credit card transactions as well. And you will get fifty percent of the fee that Tello’s earns for each transaction. Not the prophet. Did I say profit? No, I did not. Fifty percent of the fee for each transaction goes to you from the referrals you make to tell us that video you will find at the landing page for listeners at tony dot m a slash Tony Tello’s All right, you gotta do the live listener love on DH. It’s going out. It’s going out. Tio, New York, New York, Brooklyn, New York. Thank you. Brooklyn and New York for Brooklyn and Manhattan being with us. Uh, let’s go. Let’s go west Phoenix, Arizona and Tampa, Florida. Well, that’s coming back east, of course. Um, and then let’s go abroad. We got We got two nations where we cannot tell the city and they’re very disparate. One is Columbia, and one is Russia. So I’m sorry I cannot dahna shout you out by city, but the live love goes naturally. It just goes, it goes to the whole country generally. And then you got the targeted and the specific and the attribution yl love directly to those listeners. And then we also got sent to Domingo in the Dominican Republic. Dominican Republic. We don’t see you too often, so thank you. Thanks for being with us. Live Love to you as well. Yes. And the podcast pleasantries. Thank you very much. But I’m not finished quite yet because I have to send the podcast pleasantries. Amy, you know that That’s the that’s the vast majority of our audience thie over thirteen thousand people who listen, whatever device, whatever time whenever it fits into their life could be Could be the next couple days. Could be many weeks or even a couple of months sometimes based on the stats, and I see the loud the downloads continue. We easily weeks after and sometimes months after an episode, so That means podcast pleasantries. Tow our podcast listening audience. Now, Amy Sample Ward. Thank you for your indulgence there. Um, yeah. So non-profit radio is partnering with and is sponsored by You don’t mind if I do a lot nastad out on my own ship. Well, y you know what I’m doing Asking you? Yeah, Come on. Stony martignetti Non-profit. When did I get so polite? What is this transformation? Yeah, of course. I’m gonna be doing a video and saying more about this as we get closer. Teo Ntcdinosaur Tch is March thirteenth to fifteenth. Um, we’re sponsored by ActBlue at at the NTC Act Blue and Non-profit Radio. We’re gonna be sharing a booth with an oversized booth a ten by twenty. So come and see us. ActBlue will be there and they are the non-profit radio sponsors. As I’m capturing at least twenty five, hopefully as many as thirty interviews for later broadcast on the show. All speakers from Ntcdinosaur as people come off or sometimes before they do their session, they come and see us in the booth. And we recorded very cool interview all about using technology to make your work easier so that you can focus more on your mission and less on the the tribulations of technology. This is ntcdinosaur and ten and ntc. That’s anti tech tribulations. That could be our new catchphrase. Yeah, I wouldn’t. I wouldn’t use that. I don’t think it’s for just that. They both start with T, but they don’t have the same sound. So it’s not an alliteration. It’s just two teams that don’t. So don’t don’t use that. In fact, let’s let’s talk about something that’s Ah, I thought you were going to admonish me for even even set it up so you could admonish me. So End ten is no longer the non-profit technology network. Right? Okay. Eso you’ve got You’re going the way of the American Automobile Association, the National Abortion Rights Action League, Thie, American Association of Retired Persons. All these organization that just want to be known by letters. What? Why do you do that? So we’ve always been known by letters. We’ve always been in your right hand, but I’ve always been allowed to say and ten we allowed Or we kept the Non-profit technology network a piece of it. Not that we use that ourselves, but that it was still there if you went to the website or, you know, use the logo or whatever, because people have this very strong expectation that they should get to know what the letters. I mean, you know that the letters have to be an acronym and that they need to know that I’m afraid I’m one of the one. Ultimately, even though we were saying the word stood for non-profit technology network, that wasn’t even what they stood for anyway, are actual legal name is Non-profit Technology Enterprise Network. What is Enterprised? Clearly has an organization. This wasn’t just me. You know, this is many years even more. I was here that e I did not mean anything. It’s not being used. So we just got to a place where we said, Why do we have to focus on Non-profit technology network? Which, if you didn’t know if you weren’t part of the community, just heard those three words. What do those three words means? They don’t really mean anything, right? Like they’re still not very descriptive. Um, so if the whole long words aren’t descriptive, let’s just stick with the name we already used. It’s maybe not descriptive, but neither is the long words. So let’s just go with an ten. Have that be our name and move on. Not have to spend all of this time. Oh, and then stand for this. No intense stand for no technology tribulations and stands for using technology strategically to meet real community need. Right? Like, get that piece out of there. Stop wasting time on that and just say, antennas this community in this work, and this is what we d’oh Okay, Okay, but, I mean, I think non-profit technology that part of it anyway, of the Non-profit technology network. I mean, yeah, I don’t agree. I mean, I think that’s descriptive. It says it says we’re about non-profits and we’re about technology, but Antenna doesn’t tell me even, Well, where do social enterprises sitting there? Where does that mean that we build technology or that we use technology or we endorse technology or were consultants I’m not offering. That is our perspective. But those are the questions we got all the time based on that name. Okay, because non-profit technology network could Alright, could mean a lot of different things. I was just focusing on the fact that it at least narrows it down from from brightstep. Ditigal would come to us say, Oh, it says that you you must build non-profit. You must build technologies for non-profits ru must, you know? So it’s still wass. Those words have meaning, but it’s a different meaning to all different people. And it is It wasn’t right. You build websites or something like that. Okay. Okay. So So then a newcomer Well, a newcomer would goto and ten dot or GE, presumably on. And then I guess they would quickly about. And then they would then read the text on the about Paige, right? I think it’s that simple, right? Okay. Okay. Look, very few people really care what didn’t What’s the name of the organization is what they’re coming to the website for is all the content that we have the conference looking for community groups, right? They’re coming for something else. And the name is just like where they got that article from right way. Didn’t we have received one email sense since dropping the Non-profit technology Network and on Lee going within ten, which is something we did back in November. But we have received one email from from someone that just said, You know, I’ve spent x amount of minutes I cannot find on your website what NTM stands for, and I need to know. I need to know. All right. Right. Well, did you talk about him or her off the ledge and word using technology strategically to meet your mission? It stands for deporting this community in this way. You know, you used to tell her you didn’t tell them they want and they wanted to know what? Those letters. So did you give it up? Eventually Did you say non-profit technology, Enterprise Network? Or did you refuse? I don’t know. I think I wasn’t me. That responded. I didn’t get the email. I think they may have said, You know, our founding legal name is this, but this is our D B. A. I’m not sure. All right. We just see this is This is why I, uh um Oh, yeah. No, we got time. Yeah, I’m thinking I just got a cue that we only have a minute left thinking Oh, my God. Can’t be over yet. But that’s just for a break, OK? Just for a break. Yes. Yes, of course. Way need Teo Metoo? Yes, but now we need to talk about ntcdinosaur. Uh ah. There’s more to say. And I’ve I’ve decided from from talking to Emily I think I’m going to coin this new thing W worthless host digressions because we’re there rife there with the show is rife with them today. And they do pop up from time to time. W hd is worthless. Host digressions. All right, let me take Let me take our last break. Please. Hoexter give. Can you use more money? Do you need a new revenue source. This is the second way you heard the first way before now is the second way right now. Amglobal e-giving learn about it with text. Gives five part email many course. Very simple. You get five emails over five days, dispelling myths, telling you how that it’s not as expensive as people think that the barriers are not high etcetera, including the tech barriers. Um, very easy start the many course to get it going. You text NPR to four, four, four, nine, nine, nine. Okay, and indeed, we do have several more minutes left, for example, Ward and ah, what else without? I was going to So what I was saying earlier we could rewind prior Tio tio. It’s hard to remember. Sometimes it’s hard to remember what came before there. So long. So long, their arduous. I was saying, There’s things people in debate, so duvette educational sessions. But the things that folks don’t necessarily anticipate that are part of what I think makes the NTC such a special event are more of the community pieces. So every day during lunch we have active sessions. So instead of a session where you would go sit in a room and hear somebody speak these air sessions where you can go do something. So there’s yoga. One day there’s going for a guided walk around around the river outside the convention center. You know things like that. You don’t need toe, bring other clothes, are you know Otherwise, Prepare for those things. You Khun, decided to him in the moment, but they’re just a different kind of peace. Um, all of the lunches and the breakfast on the last day have what we call birds of a feather. And those are things where people even now are submitting topics that they want and those then get set on the table. And anybody, you don’t just sign up for them. But you can go find one of those tables and meet other attendees and talk and those air anything from people saying, You know, I use WordPress for my website and I want to talk to other WordPress users to people who like Star Wars or people that mitt for people that like board games, eso it. It doesn’t have to just be technical topics, but that’s a really fun piece. And similarly, in the evenings we have dine around where people say, I want to go to dinner because we always need to eat dinner and you can just put your name onto a list. And these air reservations made for six people at all at, you know, delicious restaurants around town. And you don’t know the other five people. But you all get to go to dinner together and have a great dinner. And you are only responsible for buying your own food, of course, but you get to meet a couple other people in a setting that is, eh, Something needed to dio You need to eat, but be a small group. So you’re not trying to, you know, Here’s somebody ten seats down. I’m just a small group dinner. And, of course, Portland, Portland. Very well known for food here. I’m here. I’m season on the food again, like I did earlier. Yes, you make. No, we’re already trying to limit, you know, but challenge. We’re coming up with just again pulling back the curtain here to the behind the scenes is Portland Restaurant culture is mostly a no reservation culture. So the way the dying around usually work is that we have placed, you know, We’ve held reservations at restaurants, and then people can just add their name to the block. But many restaurants don’t allow reservations at all. So and that convict for tasty, delicious Portland restaurants. That way, we anticipate people want to go, too. So we’re trying to think of ways where it’s like you all are signing up with the group, but you’re just gonna walk over there and wait together for table. Might just have to be the reality, you know, right? But for a table of six, you know, that could be a bit of a weight too, right? That’s going to have fun around it. You know, we can have fun in the restaurant right now. Yeah, okay. But you know, you’re driving home the point that a lot of ntcdinosaur community driven. You keep it very open for people, Teo, contribute ideas and make ideas happen at NTC from the community. Very. Yeah, well, altum up. I mean, if you want to plan ahead and and do that kind of thing, you can. But we also wanted to be a place where people feel like they could meet somebody in the hall, start having a conversation, Realize they want to organize something and be able to have that happen while they’re still in person at the conference. Yes, that’s something I admire about Ntcdinosaur. So we have a couple of more minutes left. Of course, you goto in ten dot org’s you’ll it’ll be very obvious where to go to sign up. Are we still in the early bird pricing time, or has that passed? Oh, that passed in December. We got ten days until the regular registration rate runs out on DH. Pretty shortly after that is when we’ll be it the sellout No limit on the wait list to go up. So definitely go get your registration. And one thing we’re always asked is if they’re still opportunities to present. And the M ten session process is again kind of a community open process. People submit sessions in the summer than the community votes on them than US Steering Committee of experts based on topics vote on them, etcetera. And so that process has already happened, however, part of and then values and recognizing how strong and smart this community is that we don’t allow single speaker sessions. There is no topic that could be covered that truly. Only one human knows about it, so we don’t have sessions where just one opinion is getting shared. But however, that means there are some sessions where the person who you know is leading the session and was accepted. They don’t know somebody else that’s done a project like they have done, or they don’t know someone else who has an area of expertise like they have. So we have a page on the website. Anybody can see that lists any sessions where the speaker has currently told us they want help finding another speaker. So if you want to go, that page changes every day. But if folks want to go to that additional speakers page in the program section of the website and take a look. And if there’s a topic there that you know about, you can fill out the form and suggest yourself as their co presenter. Awesome, yes, So there there is still that opportunity. Wonderful. All right, so that’s Ah, twenty nineteen, the nineteen ntcdinosaur course. That’s the Hashtag ninety ninety SI Portland, Oregon at the Convention Center in Portland, March thirteenth, the fifteenth Come See me and Act Blue and non-profit radio together in a booth. Um, any sample board, of course, will be one of the guests that will be interviewing. And they’ll be twenty four to twenty nine other guests of panels. Panels that, Amy. That’s true. You’re the only single that I do interview at NTC sometimes. Well, actually, sometimes it’s a panel, but only one person could show up. It could be a panels two or three, but only one. But that’s rare. It’s quite rare, like one or two others. Maybe it’s always at least two people be for the probably eighty percent of the interview interviews that I captured there. All right, we have to wrap that up. Thank you so much. Amy and I will see you. I’LL see you in March. I can’t wait to see you. Great. Thank you very much. She’s Amy Sample Ward Amy sample war dot org’s and at Amy R. S Ward, you goto and ten dot org’s to sign up for nineteen Auntie si next week. Financial fraud with Tiffany couch. If you missed any part of today’s show, I beseech you, find it on tony martignetti dot com insiders, you’ll be hearing increasing your productivity with the Eisenhower Matrix with Emily Parks. Get those videos sponsored by pursuant online tools for small and midsize non-profits data driven and technology enabled. Tony dahna slash pursuant by Wagner. CPS Guiding you Beyond the numbers regular cps dot com Bye. Tell us credit card and payment processing your passive revenue stream. Tony dahna em a slash Tony tell us on by text to give mobile donations made easy text. NPR to four four four nine nine nine A creative producer is clear. Myer, huh? Chris Patera is today’s line. Producer Shows Social Media Is by Susan Chavez Mark Silverman is our Web guy and this music is by Scott Stein of Brooklyn with me next week for Non-profit radio Big non-profit ideas for the other ninety five percent go out and be great. Duitz. You’re listening to the talking alternate network waiting to get into thinking. Duitz you’re listening to the talking alternative net. Are you stuck in a rut? Negative thoughts, feelings and conversations got you down. Hi. I’m nor in Santa potentially eight. Tune in every Tuesday at nine. To ten p. M. Eastern time and listen for new ideas on my show Yawned Potential live life Your way on talk radio dot n Y c. Hey, all you crazy listeners looking to boost your business? Why not advertise on talking alternative with very reasonable rates? 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Are you a conscious co creator? Are you on a quest to raise your vibration and your consciousness? Um, Sam Liebowitz, your conscious consultant. And on my show, that conscious consultant, our awakening humanity. We will touch upon all these topics and more. Listen, live at our new time on Thursdays at twelve Noon Eastern time. That’s the conscious consultant, Our Awakening Humanity. Thursday’s twelve noon on talk radio Dunaj N. Y. C you’re listening to the talking alternative network.

Nonprofit Radio for November 9, 2018: Buy-In Bitches & Process Blocking Your Progress?

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Carie Lewis Carlson & Lara Koch: Buy-In Bitches
I gave that title to Carie Lewis Carlson and Lara Koch as they explained how to get your boss to listen to you; to get your boss’s buy-in when you get it—and they don’t. They’re savvy, they’re straightforward and they shared tons of strategies. They’re bitchin’. Carie is now with United Way and Lara is at Smithsonian Institutions. (Recorded at #18NTC, the Nonprofit Technology Conference.)

 

 

Stefanie Zasyatkina: Process Blocking Your Progress?
Stefanie Zasyatkina wants you to pay attention to your org’s workflow. Identifying and overcoming pain points and inefficiencies will put your methods in line with your mission. She’s with InReach Solutions. (Also recorded at #18NTC.)

 

 

 

 

 

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Hello and welcome to tony martignetti non-profit radio big non-profit ideas for the other ninety five percent on your aptly named host oh, i’m glad you’re with me. I’d get slapped with a diagnosis of neff row calc no, sis, if you wet me down with the idea that you missed today’s show buy-in bitches. I gave that title to carry louis carlson and larry koch as they explained how to get your boss to listen to you to get your boss’s buy-in when you get it and they don’t, they’re savvy, they’re straightforward and they shared tons of strategies. They’re bitchen carriers from clc consulting on larra is at smithsonian institution’s that was recorded in eighteen ntc the non-profit technology conference and process blocking your progress stephanie’s as yak dahna wants you to pay attention to your org’s workflow identifying and overcoming pain points and inefficiencies will put your methods in line with your mission she’s with in reach solutions that’s also recorded at eighteen and tc no time for tony’s take two today these combos was so good i let them run long responded by pursuant full service fund-raising data driven and technology enabled tony dahna slash pursuant capital p weather. See piela is guiding you beyond the numbers regular cps dot com bye tell us attorney credit card processing into your passive revenue stream durney dahna slash tony tell us and by text to give mobile donations made easy text npr to four, four, four, nine, nine, nine here are carry louis carlson and larry koch. Welcome to twenty martignetti non-profit radio coverage of eighteen ntc non-profit technology conference coming to you from the convention center in new orleans, louisiana. All of our ntcdinosaur views are sponsored by network for good, easy to use dahna management and fund-raising software for non-profits my guests are carry. Louis carlson carlsen, my voice cracked on calls she’s, the owner of clc consultant and larry koch, associate director of online fund-raising smithsonian institution welcome, ladies. Hi, tony. Are you have you both i’m doing well. Thank you for asking. Thanks for having people. Have you done your session already have mastered outside it’s. All fun from here on out. Exactly. More alcohol on your session topic is real talk how i got my leadership team. So listen to me. All right? Buy-in? Yes. Okay. Okay. From your session description you had a quote. I get it. It’s, my boss. That doesn’t exactly if that’s you talking. This session is for you. Okay. Uh, larry let’s, start with you. Why do we need this topic? This copy came out of on in ten. An ntc that carrie and i were at two years ago. The one in san jose. There was a session on the last day that turned into basically a big therapy session about the work we do and how hard it is. And the things that no one really talks about. Remember our non-profit radio was that sixteen? I don’t unfortunately interesting that you don’t remember the topic. I don’t remember what came out of it. What the tangent was exactly that took over the over the room. And there was one quote, and i wish i knew who to attribute to from that session that where someone said culture, each strategy for breakfast and and it was really stuck with us and this came out over and over about the things that we struggle with and, you know, executive buy-in is something that comes up in almost every session you’re in, but it’s it’s a mystery it’s feels like, oh, just get the executive by and everything would be okay, but how? You know, how is it possible? And i feel like cary and i are living proof that it is possible. It’s a lot of hard work and it’s, you know, on there are strategies that we’ve both employed to make things happen, okay? Carrie, you want to add something to the introductory remarks? Sure, s o like blair said, i mean, every single time we speaking unconference together how to get your boss tio let you do the things you want to do, you’ve covered this topic multiple times. Yeah, yeah, even if the session doesn’t start out with that it and it ends there. Yeah, yeah, and it’s and, you know, most people are sitting in there, they’re listening all these great ideas, they can’t wait to go back and implement them, but they’ve got to get the okay, the budget, the time, whatever it is, and they don’t know how to do it. And so that’s. Why? We wanted to talk about this and like larry said it’s, something that people don’t want to talk about because it could sound like complaining or you know, but we tried to give people actual strategies that we have used to be able to get the buy-in to do a lot of the great things we’ve been able to do together. Okay, so you ladies are the buy-in maven. We try buy-in buy-in matrons know not think of a good alliteration to go with buy-in buy-in your brother’s bad? Okay, i feel like we could use a word, but i’m not sure we can say it on neo-sage radio buy-in okay, that’s perfect that’s what? Love it so and ten nineteen we’ll be back with the hashtag for the session. Yeah, tony, you are setting us up. Please do your coming back. We’re having back-up fund-raising no radio. Okay, good thinking. Okay, okay. We got tactics. Got strategies we get. All right. So the problem is, you know, way feel so passionately about something, but we cannot. We just can’t convince the boss. Is that it? Is it always the sea level? Or it might even just be our immediate? Totally because, you know, they’re getting that pressure shevawn the executives, you know, they’re the ones often in more direct contact with them. And so when you bring an idea to them their thought goes there, having the same thought is i’m going to have to tell my boss how to accomplish this, how to get this done and often, you know that immediate negativity or that immediate reactive no. First here. And people have trouble asking for what they need is just it’s so hard to overcome that initial that initial. No, you no. You hardly even heard anything i heard even made my case yet and it’s already, you know, and then try to overcome that it’s very, very hard and because because non-profits tend to be, you know, such a hierarchy and there’s so much emotion and passion in the work we dio what many people here that know and they back off, they’re done. Carrie, you’re making a point that i threw up. Well, i also want to say, like, one of the things that i was able to show was that i was able to get that full on buy-in relationship that trust all of that with my immediate boss when i was at hsus and he was really a advocate and, you know, backed me up on a lot of my ideas that were able to sell to the executives, which were much harder, and i admitted this in session. I never fully got that buy-in and goal agreement and all those things with our executive suite in the eleven years i was there, it was just there there different priorities different, you know, generation’s, i was going to say that, but yeah, no, it’s true, i think generations way generational shifts in the workplace non-profits are so unprepared for this and and it’s, and it is hurting them now because they don’t know, like our generation doesn’t know how to relate to our sea level executives who have been there for twenty years, and they have different different way of looking at things different priorities, and it causes this this clash. Okay? All right. Let’s, let’s get into some of our tactics. Great tactics, strategies we could use those interchangeably or, you know, i think so. Yeah, i think so. Yeah. Larry let’s start where the number one thing. And, you know, this came up on every slide that we did was getting in being relentless about being in people’s faces and having a stick basically, every time you’re in. A meeting you have, you repeating the same stats and you’re asking the same things over and over only consistency in your own messenger. Yes, exactly. And i’m not giving up right when you hear? No, that was one thing. I think that makes a lot of people uncomfortable. It’s, like my boss says, no, i’m not going to challenge them. Oh, but you should because you have good ideas and you need to advocate for them and you are the ones in the trenches, you’re the ones doing the work, you’re the ones in, you know, conferences like this, you’re seeing what your what your colleagues are doing in the space and you want to apply those things and that no, without a no but or no end and i think that’s where you know, karen, i got the idea of basically going in really prepared, you know, anticipating questions and push back into anticipating the no on dh coming up of strategies. Teo say here’s, how i hear we’re going to do it, here’s, what we’re going to do if we fail here is going to do if we’re going to succeed, and then if you hear that no, is it? You know? Okay. Can i just try it once and we see how it goes. You know, can we test it? Because the data will out. I told the group like, i love one test fail. I want to be wrong because then i can let it go. I can say okay, i thought it would work it didn’t. I’m going to let it go and that’s. Why? You know, but at least we got to try it’s. Time for a break. Pursuing their e book is fast non-profit growth stealing from the start ups. Have you got in this thing yet? For going to sake? Get it, get it. They take all the secrets from the fastest growing startups that, you know, we can all name off the top of our heads, and they apply those lessons methods to your non-profit it’s free it’s on the listener landing page. You know where the listener landing pages you don’t need me to tell you, but i will. It’s a tony dot m a slash pursuant with a capital p for please. And i suppose that capital p could also be for pursuing now back to carry on. Marah. Then how do you feel with your? With respect to your relationship with your boss? If you advocated for something and it failed. Oh, i can talk about that. Please. This happens a lot and it’s so important to be comfortable with it and accepting and saying that this it’s fine, that it failed, but here’s what we learned and we’ll do this differently next time. Last giving tuesday, right before i left. But i want to focus on your relationship with your boss, right? You pushed and let’s say there was an initial no. And then taking your advice, you challenged it. You gotta buy in for a test. It failed. But you were the advocate for the you would advocate for the failure. Yeah. How does that? How do you feel about the impingement on your relationship with your boss? How do you deal with your boss after that that’s. What i want to get? Well, it depends like that that’s kind of where the early work of developing the relationship and the trust and all of that with your boss and your executives or whoever the decision maker is is so important because because i had a good relationship with my boss and i had spent years on goal agreement and trust and brainstorming and all of these these things that connected us, he is of the mindset of okay, well, here are all the great ideas you’ve had an executed one that didn’t work it’s bound to happen, and i think that that over simplifies it, but that that homework of developing that relationship with your boss ahead of time you’re belong. Yes, and building on those small, easy winds, if that’s what you need to lay that groundwork, but and taking ownership of of of your failures. You know, carrie has a great example. If he was going mention about giving tuesday where she was convinced something was going to work, they put into practice, it did fail and carrie took ownership. She said, i thought this would work. It didn’t. Here’s what we learned here instead of getting defensive and e-giving no it’s ok, s o i wonder what exactly this is your this is your thing. I don’t need permission. Right? White-collar let’s, leave it there. All right, all right. Move on. Yeah. So i came up with the idea of giving away little portable dog bowls. If you got your donation in ahead of time for giving tuesday, we found from years past that that some people do want to get their gifts in early, which i find strange, but, you know, they have their reasons. And the data showed that s o i said, where were you with the dog boat? What kind of organization wear dog bowls with the humane society? Yeah, so naturally, i was like this. I was really excited about it. Well, they gave way, maybe a hundred of them there are still three thousand of them and someone’s cubine hsus and i, you know, i was like, guys, i thought this was gonna work and it didn’t don’t do it next year, right? And they’re not going to, but we did it. And wait that’s not the reason you’re no longer my hope. Not now. E-giving tuesday debacle. No, but i know those bulls are still sit here. Someone and and we were from the organization. Yeah, yeah. Get uco somehow used, you know? And we were both honest in our session that, you know, we had those winds. We had those failures, but in the end both of us did leave we both worked at the humane society together, both of us did leave because in the end ah, you know, we made some progress, but, you know, it wasn’t enough, and those battles with our executives did wear us down eventually. And the first question that somebody asked at the end of this session was, how do you deal with all of this work and all of this emotional toll that this obviously takes on someone to be constantly fighting for your ideas in your staff and all of that likelier said, we weigh both ended up leaving for this reason because you’ve got to know when you can’t do anymore, right? You know, and that’s the thing again, we’re all here for because is we’re all here because we’re passionate people, you know, our jobs are so emotional full of so much emotional labor, which i think makes work non-profit work really interesting on dh, you know that you care, right? And that is, you know, like i said, that’s, where all of our sessions, especially when we present together, tend to end up because, you know, we’re proud of what we’ve accomplished, we’ve had some incredible winds, some incredible successes, but you know that work is constant and because non-profit online and digital marketing and fund-raising changes every single day, it is not something like a digital direct mail where it’s pretty consistent, it’s pretty, you know, the nothing really changes their facebook works one day based on what’s going on right now, who knows? What’s gonna happen for facebook tomorrow, platforms, you change. All right? Yeah. Let’s, go into more more strategies. You got you got one. Carrie. Well, i touched on this, but one of the biggest kind of strategies for me was getting that visibility. I was relentless about getting into staff meetings and executive meetings and being that person that they they recognize so that when i came knocking on the door asking for something they were like, well, you know, carrie has good ideas, and she is smart and well respected or whatever, so that, you know, i told the audience, like, if you’re one of those people that wants to work from home four days a week, you’re gonna have trouble selling your ideas because you’ve got to be around and the executives need teo. No, you and with that comes trust and build a repertoire and all of that’s interesting my last conversation with just about virtual employees and having a virtual organization. So you feel like in this realm, virtual employees are at a disadvantage if they are in leadership roles where they’re they’re selling ideas and managing staff and look like i flexibility. It was the number one reason why i stayed so long where i wass i’m a mom. I want to be able to do things on my own time. But if if i was not there pushing for what i wanted advocating for my staff, them knowing who i was because that’s, how our management was it was very management by walking around like you, you know, you have teo be seen there? Yeah was important. Yeah. Yeah. And that’s nothing where that generational shift really comes into play. Maybe we’ll all be remote employees, you know, fifteen years from now. But right now, in the non-profit space, where again, that hyre kiis so deeply grooved in, you know, it’s being visible. And you know the point that the two women were just in the last interview majors it really is depends on organizational culture, even even that’s what this is all about that even trump’s age, you know, it’s, the organization has a culture that empowers virtual employees, then then they may not have sure just be thinking about is that you’re talking about carrie exactly. You’re right. Its organizational culture. Yeah, ok, let’s, get more more strategies for challenging your boss. Well, you suggested maybe it’s a no end? No, but we could test right that’s that covers sort of challenge of overcoming the no, whether the tactics you should talk about data because you’re the data queen. Yeah, i mean, it all goes back to data and i think a point, you know, having that data having those stats at the tip of your tongue, you know, stats that you’re repeating all the time and, you know, getting execs love numbers very often, they don’t love the same numbers that we love, you know, they’re very focused on different numbers. So a it’s it’s focused on using numbers that mean something to them? Of course, a lot of those our budget numbers and revenue and opportunity costs, carrie is done a lot of work where you know for redesigning the website, for example, when we were able to work with the vendor that’s redesigning that website and identify this is the money we’re leaving on the table right now. We’re having an old website, right? That that those stats make sense to our executives, even if hannity metrics which breaks both mining, carries hard, defend any social metrics. But if you can leave those in with the data that also matters relevant is relevant. Exactly. You know, it is that you trained them over. They will care about that spoonful of sugar that makes the medicine. You know you have twelve thousand followers? No. Okay, so we have that in exactly yes. Yes. You know, we, um example that leads them. Give them some of what they want to get, like, capture their damn war. Of what? The great. Because you know what? You’re the you’re the data expert in the organization. You know what? What? What’s germaine? Yes. So give him a little of what they want. More of what they need. And percentages yes. And percentage, you know exactly. You know, because, for example, smithsonian redesigned their website last year and i was able to get a donation button on the website, which is a big win in the first six weeks of that donation, but and be on the sight we saw six thousand percent increase in donations those Numbers were super tiny, but 6 thousand percent mentioned casually to my boss in the hallway made me look like a superstar, and then they could repeat that elsewhere. But it’s it’s being, you know, unexamined well, one of our favorite examples was what we consider our magnum opus at the main society was our first day of giving on day of giving came as a directive and says, you know, we see university’s doing days of giving everywhere just just do on onda has been restricted. We love understated fund-raising but we knew a day of giving out of nowhere in the middle of what is our biggest low month around springbox arch was going to be a hard sell. We knew we had a restricted program that, you know, touched on all the things that that our constituents labbate hsus being pet speak people’s relationship with their pets, helping people in underserved communities get vet care for their pets we put together a power point that laid everything out from start to finish, including a mixture of vanity metrics and actual mex tricks on dh things like here’s what we do if we fail here’s what we do if we succeed, we went in armed to the teeth, saying, ok, we’ll do this. This is how we’re going to do it, and we did, and we were end. Oh, and also that we need to go dark in everything else we’re doing so we can launch this huge campaign just mere months after our year and fund-raising campaign and, you know, we went in like an army, and we were able to get that message through because, yes, it was the bitches and and we did it, we did it, and it was a huge success, but half a million dollars yes, and repeating that in other ways, no, through other campaigns has allowed us to just, you know, go in almost with an impenetrable armor two and confidence evidence that’s a tough one for a lot of people talk about it more. Well, i think because people are afraid of being told no or that’s a bad idea, or they’re just afraid of the rejection or eleanor failing on dh if you don’t have that culture of innovation and trust and all of that, that could be really intimidating. But i think after a while we start to gain gain our confidence after we’ve we have good ideas and we implement them and they work and we want to do more s o that but i think that’s a hard one for for a lot of people that have that confidence to go in and and say, we’re going to do this or to your boss, no that’s a terrible idea, which yeah, and i had we had six seven people come up to us after and tell their own individual stories of their immovable ceos, you know? And and they, you know, they thanked us for what we talked about, but still you could see the fear in their eyes, you could and and that breaks my heart because again, these are people who want we’re doing mission based work, and we know how we can do it better because we are doing it every single day. That’s the confidence you need to go in with you embrace that? Yeah. And say we were going to do this like when when i decided that it was time to pick up the website, redesign it. Hsus i went to my boss and i said, i’m going to do this this year. I know the money’s there. We’re going to make this happen and i need an outside project manager. I didn’t go in and say, hey, i’d really like to redesign the website. What do you think? You know? And and that also helped him because it’s like i’m not going teo, that was another one of our tactics going with a solution, not just a problem, and that takes a lot of the weight and a lot of the monkey off the off your boss’s back and that builds trust too, because it’s like they’ve got this, you brought me a problem. Yeah, yeah, and my boss used to always say that to me come to me with a solution, not a problem, and then that really also developed that that relationship of trust because he knew that i would handle things. Yeah, see elsie working with smithsonian, we’re not we’re just together. Not not yet, i will say yet. You know, hopefully in the future, but, you know, i would love that because she’s a dynamo. But, you know, we we the bond that we formed working together, allowed us to kind of build that confidence off of one another. You know, we both have different strengths. Um, and, you know, we were able to move mountains at a place that is like i said, it’s old school, it’s, old school. Now it sounds like you suffered together, that there’s, this there’s, this recognized social science concept. I learned it as a brotherhood of suffering, but it could equally apply as assistant of suffering. Prison is, and i don’t mean to analogize hsus prison, but prison is an example. I’ll take it, okay. I have something i want to chat with you. Cause i know somebody very senior there. Oh, so present. Imagine what you’re suffering together. You know that the common suffering day in, day out creates a bond. Yeah, sounds like that. Well, that was another one of our tactics was yes, was creating, like, oh, zoho back-up napor greedy while creating a like a mini culture within our department of trust and all of the things that we wish we had as a larger organization, we build them within the department and you do create this bond and work within your microcosm? Yes. And, you know, manage down, you know, manage, manage up, but also manage down like you wish you were being managed down upon encourage people to come to ideas, let them know it’s okay to fail, let them know that you know you that, you know, there they’re they’re doing different work than we are as their managers. So they’re seeing things that we’re not seeing like something i tell my team now with the smithsonian is, you know, if i want you to come to me and say, if you you know, if if i didn’t if i my plate was clear, this is what? I will be focusing on because i know this one don’t you wish one of our executives would have ever said anything like that tests because i i would give him i would roll out the scroll, it would roll down the hallway carpet exactly, and but i want to hear that because, you know, i’m spending so many plates all the time trying, teo, you know, be in this middle management role, like i am, and i want to be able teo, that my team feels empowered to do that, and i think right now, there are still ceilings that prevent that on dh the, you know non-profits again have, you know, way san tend to respect the ceo’s as as being, you know, and that sea level, as you know, the end all be all right, and they’re not, you know, we were able to do in our world, and i say that this is especially true for non-profit marketing and fund-raising is that, you know, it’s, if you’re not living it, you’re not truly understanding it and until executive see that and give you that leeway, and you’re negotiating with them constantly about what you’re doing what? You know, you can dio on lee. Then do you even start to inch forward? Another thing i did while i was in a leader shit roll at hsus. It sounds kind of silly, but i gave each one of my employees are birthday off and that’s really cool. They get teo, have an extra day off and whatnot. But what it’s really about is showing that i trust them enough to take a day off, that they’re still going to get their work done. And that’s the kind of like an example of the kind of thing that was in our control. You would never get your birthday off. I think as an overall level there that’s just it’s a culture of lika latto non-profits work always on the scene. Yeah, yeah, yeah, yeah. But our employees knew that we trusted them enough that they could take a day off. And i was adamant. And the question that came at the end about how do you deal with all of this? The emotional labor that goes into it. It’s about creating that balance, being relentless about self care and work. Life balance like it is achievable. A lot of times we do it to ourselves because we care so much, but creating boundaries with your your team, your executives, is that that’s how you have teo that’s, what you have to dio in order to keep doing all this work also this idea, please hold your upleaf don’t lose that thought this idea of doing as much as you can within your within what you do have within your purpose exactly as much as you can for the people you do have authority over medicating for your staff. That’s exactly what i was going to say is is being relentless and going back to that repetition, you know, a badge of honor that i wear is always in a in a meeting recently with a strategic planning meeting with a lot of different people, of course organization, many of them hyre level for me. And at one point, someone stopped me and said, we know how you feel about email collection, larry and i was like, great, i’m glad you do, it’s, because i’ve been saying it nonstop. So even if you’re annoyed with me for saying it every time you’re finally listening to me because you know, what’s not happening at the smithsonian emails let’s talk about that, you know, and luckily, i feel like carrie and i are good with people, so we tend to not come off as harsh. We tend to come off maura’s just assertive versus aggressive, but, you know, i i’ve never i’ve had to learn that assertiveness in my in my work-life because it didn’t come naturally to me, it’s something that i’ve learned, and once i saw the progress i was able to make by getting in people’s faces being super, you know, straight and blunt and repetitious and, you know, making that eye contact with them, you know, it’s a skill that i’ve i’ve tried to learn i’ve tried to give to my team a cz well, because, you know, we’re all in these cruise ships on we’re trying to make these terms all the time, and things move very, very, very slowly trying to avoid thinking yes, brothers, ice parents trying to avoid a bow shot, okay, we’re gonna leave it there. You threw a terrific, great thanks. Provenance. I love your energy was a field but i feel the bond between yes buy-in riches you hear in here. First, they are carry louis carlson, owner of clc consulting on larra koch, associate director online fund-raising at smithsonian institution. We are non-profit rate we are non-profit radio covering eighteen ntc on this interview sponsored by network for good, easy to use dahna management and fund-raising software for non-profits ladies, thank you so much. You know, it was my pleasure to thank you very much for being with our coverage. We need to take a break when you see piela do you need help with your nine, ninety or your brooks? Are you brooks brooks? I can’t believe i did that again, like last week or your books properly managed. Have you got books? Uh, this time, i wouldn’t even just make sure you’ve got brooks. Have you got them? Do you have good financial oversight in place? This is the stuff that where you can help you with you. Want to talk to the partner? You eat much doom. I’ve gotten to know him. I trust him. He’ll tell you whether they can help. Wagner. Cps dot com now, time for process. Blocking your progress. Welcome to tony martignetti non-profit radio coverage of eighty, ninety si non-profit technology conference. Coming to you from new orleans, this interview is sponsored by network for good, easy to use dahna management and fund-raising software for non-profits my guest is stephanie dahna she is director of in reach solutions, and her workshop topic is when process blocks progress workflow, efficiency for non-profits stephanie, welcome to the show. Thank you, penny. What was the need for this? This this topic? Why do we have to talk about this wire? Workflows important. So we are a small agency for case management system, burn non-profits we work in child welfare, and what we do a lot is implement the software with agency, right? A lot of these agencies do they struggle with understanding what they do it’s like you do it on a regular basis, but you don’t know, so i know how to communicate it. So when you’re putting it into ah digital format into a software, we actually have to know what you’re doing in order to get the results that you’re looking for out in reports and things like that. Okay, right? And so if they can’t communicate it clearly it’s hard to know where their pain points are where to help them. And some people just aren’t prepared for that, especially the small agencies. They don’t have the staff on hand that have done kind of analysis of what their current processes are. Alright, so what? What do we do? We need to help non-profits do better than what they need to better understand what their processes are. They dio yeah, yeah, absolutely definitely want to know how, what? There be able to communicate where they’re at to understand where they want teo processes there. Workflow there we were talking about the stuff they do day today. Yes, described it. Okay, uh, how do we help him do this? How do we help them? Hyre? What are we looking first for? The pain points, or we’re just trying to understand what the flows are first. Yeah. Trying to understand what the flows are. The pain points often come out. Burn that? Yeah, absolutely. In that discussion. Okay, so are we mapping? The process is how do we how do we identify what are workflows are? Yes. So it would be lovely, teo. Question. Like time. Like a little boy. Something radio. Make sure do i understand what you’re saying? Yes. Uh, yeah. I mean, do you do? We is that we do. We we mapped the workflows absolutely, yeah. And a lot of that comes out through a discussion of, like, what do you do? You it’s? Not so come on, francis it often times people are so familiar with what they’re doing, that when when they’re talking, when i asked questions about it, they’re actually no, i can’t describe it. They’re not actually sure sometimes they don’t have the right people in the room to make. They’re not getting a full picture. And so it involves a lot of people on the team and they’re different perspectives in order to get the full picture so that we know in the software, what are we planning to do for them? Like, you know, do we want to automate some of the pieces? What? What are we trying to do to improve? They’re coming to us for reasons of their process. Yes, absolutely. So often technology is blamed for problems when really it’s the processes around the technology and maybe even some of the people that are the difficulties is not the technology. No. Well, i mean, it might be the technology i have sometimes astrology is erroneously blame? Yes, absolutely, absolutely because they’d not really sure what the process is and where either pain points are where maybe even where they’re successful in something, what did they want to continue to keep when they moved to the next? The next piece of software? Okay, wth this all relates down to efficiency, right? Absolutely more efficient, effective, faint on we only do that by being introspective about what, what it is we’re doing and it’s not even that everything is completely about efficiency mean that it’s going to like help with the bottom line and with staying in budget, but i think i do, does your process actually reflect? Your mission is important as well, so they’re definitely things where we’ve done internal processes for my organization, that we’ve changed and what we’re choosing not to make videos let’s say to make things super efficient and not cost so much because our mission is to empower organizations it’s really like partner with them and work with them so we’re actually work. We’ve chosen to speak live, you know, with our clients and because we feel like that’s really, really important rather than sending them off to just support guides all the time. That makes sense, right? So it’s, like you need you need both. Not only are you looking for efficiencies, which definitely is is going to be a value for your organization, but doesn’t mission. This mission comes suddenly. All right, so if we do want to identify our workflows and then pain points emerged from that what wei have technology? Teo, are you said, based on discussions, how do we start to work? How do we stop the map? Are flu’s rate of information and work through the office? So we actually like in the workshop, what we’re going to talk about is you have done yours, you know, it’s tomorrow, tomorrow and the day so you’re still one thirty is still thinking about it. Yeah, always thinking about that because you have already finished there. Right? Right. Right. You having? No, not yet. No. I’ve so that together we felt to be good tonight. Last finale is so how do we get this started? So the way that we like to do it, we’ve watched there’s this really excellent ted talks by a man named ted head. Tom would tom. Logic and he talks about i’m taking a really simple process so that people understand why it’s even important to due process mapping and he does it with with toast, right? So something that we’re all fairly familiar with this, how do you make toast taking that? And so that’s, what within the workshop we’re going to do is diagramming toast get people all on the same page that we understand that were regularly building process and then it’s interesting cause then every every piece of every action item that you would do to move your process from step one two step z. Okay, you will you khun sticky note it. And when we sticky note then we have the ability to be flexible with our process who’s in the room when we’re doing this, because listen, listeners don’t have the benefit of being at your workshop. That’s why that’s? Why i’m here get demanding you to another twelve thousand people who move, some of whom may be here, but not all of them, obviously so they’re not going to see your your toast diet totally. Yeah, workflows but this is something we can take. Okay, way. Have sticky notes. Who belongs in the room when we start doing this, key stakeholders are in the room so it can be executive level, but i think it’s also the people who are literally doing the work, they need to be heard and understood because there may be points of process, nobody knows that they don’t know that they’re doing i’m taking the information from jessica and bringing that in, but, well, how do you get that information? I just call her up right under an email and tell her that i need the info now for these three cases, right? We have, and then later today i’ll need some or totally informal think we don’t know that’s going on exactly know they don’t know we’ve had a client recently that, like what your name is, jessica. I don’t know, stefan. I know. There’s pulling around on the name anyway, i ok? It was random. I don’t. I don’t think your name. Just thank you. News that we have a client that literally walks from their office paperwork over to another office. They literally walks. Were like this. Amazing. You’re to save five hundred steps every day. You have to find another. Way to get those steps in for your counters, whatever, but okay, okay. So so in the room. Yeah, yeah, yeah. Dahna so in the room, we have a whiteboard and we have post it notes, we’re all the stakeholders and all the people it’s, the stakeholders, people doing the work, people doing the where we will also have senior staff, all right? And we’re taking a process. Like what? How do we define a process? So i like to think of it in sections, so don’t think of it necessarily likes top to bottom, group it into, like, parts of the process, so make it understandable, relatable, really quickly so that you can start tio drill down more into more complex process is because a lot of times processes are nested, right? So during a licensing process let’s say you would part of it is seeming background checks. Part of it is getting documentation, part of it, a signing documentation part of it is writing a home study, and then you’re going to, like, take it up to the state. Okay, there’s, lots of different processes. And before we just say okay, we do one, two, three that might be a good way to go about. It is just ordering what you khun d’oh. I like to section it, so that it’s more manageable chunks that make sense, okay, of course, those and then and then put the chunks together. Yes, then you’ll see the whole top to bottom, right, then you will see everything together, and because it becomes very overwhelming, if you look at the whole process, right, and we work with adoption, foster care agency license against one part of that process. So it’s, knowing windows licensing come in, what happens before what happens after, but looking at one chunk at a time so that you can organized that, okay? And then when you’ve got okay for step, one of the licensing process is we send some email to a family. We then can use it, used that on a sticky note and talk about that is like, how is that getting done? Is that scent through email or we mailing? Why would we? Male versus versace sent email and so you start to have discussions and probably like you said, executive level may not have any idea that actually paper males actually going out and that all the packets are in different locations or the documentation that needs to go not back. It might be, you know, there’s things that start to go come to light that aren’t necessarily known by everybody as as the stakeholder. Everybody who should be in the room. Okay, we got to take a break. Tellers it’s the time it’s time now start thinking of the companies that you can refer and ask them to switch to tell us you’ve heard the testimonials from both sides, from the charities and from the companies. For goodness sake, it’s. Time to start investing in your long term passive revenue month after month, you get fifty percent of the card fees that go to tell us. Start with the video at tony dahna slash tony tello’s now back. To stephanie’s as yak dahna from eighteen ntc then, after we’ve we’ve done our map of the process. What are we? Well, he’s had a lot of conversations going to emerge out of this just out of the mapping exercise, right and pain points, my voice cracked, sorry, like i’m fourteen sametz main points are going to emerge and that’s where we can maybe applies and technology make things more efficient. Certainly yeah, or at least change, you know, or maybe maybe the process even shouldn’t change, but we need to understand why we’re doing it this way. Is there a good reason for doing it this way? And is there a reason for not changing? That happens sometimes? Yeah, absolutely, yeah, it’s not that everything in your process needs to change. A lot of times you got where you are because you’re processes is working it’s just there’s some reason that drove you to be two, to need to look at your process or like, you know, here we are at this technology conference. A lot of times it is to adopt a new technology because something doesn’t quite fit, you’re right? Yeah, white hair on my sweat, believe, is a foolish thing. Off there would have been your clothes. Have his white hair on my sweater. I can’t get it out because it’s so close, i can see right so close by, you see a double, and i kept grabbing the a fake one, all right, i got it. Little host digression. Okay, so there’s more to say about this. So i know part of your presentation is going to be mapping, toast, our journey, but we don’t. We’re not gonna do that here. No, but we still have another, you know, ten, fifty miss together. So what are we going toe whatmore, do small and midsize. Non-profits did you know about this workflows process so that they can scrutinized their own? I mean, it’s it’s important? No know going into it, it’s gonna be a dip, a difficult discussion. It is always important to bring in all the players, right? And really, even though we on the radio aren’t doing that exercise, it is an excellent exercise, too. Open up people’s minds to that. We all understand how to diagram. Can we talk about it when we talk through the toast example? Totally, you know, no, i don’t think it has to be visual, right? So this is we’re using this as an example of how to map your your own workflows process? Yes, exactly. And it’s in it’s ah, like an exercise. You can literally do this exercise with your team, so it feels kind of like, why would i do this? But it brings laughter. It brings cohesion on, but also brazen understanding of oh, we all see things from different perspectives, and when we actually talk about it and get it out in the open, we can see that and then improve our process because that might have been some of the problem is that you don’t actually know what other people are doing. I’m a little skeptical. That we were going to bring all this out. Okay. All right. So go ahead. Your facilitator get us get started. So the first part of the program are the exercise is going to be teo, actually diagram. So with a piece of paper and you are going to draw an image of how toast goes from, you know, a piece of bread, two toasts on whatever it might be. So for me, i used the toaster in other countries. They use a saute pan, and here it is, right at the end of the toast. Maybe you just want to eat it plain and dry. Maybe some people don’t. Maybe they put butter on it. Maybe they put jelly. I was. I did this presentation in in california earlier. There was a gentleman from australia. He puts vegemite. Right? It’s. Like what? What are the different people bringing some people? Look at these examples as very people center. Some people are very, very detailed. Some people keep it real simple. Well, i mean, i mean included in this. You have to go to the go to the pantry or the refrigerator where you store your bread, right? I mean you got to get you gotta get the substance first. Some people may not remember that step and what’s interesting. I actually just spoke with a client. It was very good that i thought that absolutely, yeah, i appreciate that. Okay, so so i just spoke with a claim who’s actually used the example in in her non-profit setting in the foster care agency she works with, and what she found was interesting is that she now knows kind of what people think. Look how they think about what they’re doing and what do they need? Right? So she gave a really great example of one of the women needed. All of the resource is before i get started, i need have the jelly neto have the toast they need tohave the plate, right? Whatever really isn’t a plant she’s a planner, and that opened her eyes to how to better communicate with that person because not everybody comes at it that way. When i draw the toast, i get the plate in the middle. I also like we always joke about it isn’t like i’m single mom, some like doing the dishes when the toast is down, i’m doing. Something else? Because i’m gonna be super efficient. Ok? Ok. All right. So okay. So there’s, other value in this do? Yeah. In terms of understanding. People’s work personalities. Exactly. Alright. All right. What? We teach us a little more? Yeah, totally. But i want value. Not just, you know, not just filler. So what else? All right. So, you know, in terms of what? What else? What else have you learned from this? Well, so then step two is to then take all of these action items. Make the sticky notes, right? Okay. And so the point of the sticky notes is our brains actually work better with what goes on. A sticky note. All of the action items. All of the action items. So refrigerator walked to the refrigerator. Goldenburg, bring the knife out, get the jelly, get the bread pushed down the toaster, right? If you forget any of those steps, you have an opportunity to actually include them. You can also reorganize them. So if you find that it’s more efficient to get the plate and the jelly and the toaster and the bread and all of these resource is beforehand, you can move them from where i had them right in the middle, right up to the front, which means that you might need. A pantry to store all these things. Right? So, like, how can you make that part more efficient? Sometimes your eyes roll back in your head you know you just when you’re thinking when you’re thinking i thought you were having having a stroke no, your eyes roll back. Wait now i do a lot all wait, i don’t just recently started tio have been crossing but it’s like they’re rolling back like a stroke do that i have no idea it’s all white, everything becomes white there’s just eyelashes and it’s probably can’t do it on your unconsciously thinking yeah is going real first time i let it go one first time let it go. But now you’re going to call it. Thanks. Probably nobody noticed. Well, everybody’s going to know my eyes turn way another twelve thousand part castles. They definitely did not notice. Okay. All right. So you have fun here non-profit radio because you were not gonna have fun. Then before they’ll buy d’oh bother. I dragged my ass over here. Sit down. I don’t always you know, tio new orleans. I mean, it’s. A great city. Okay, i know it is, but i would have been here if it weren’t for ntcdinosaur, probably on the beach in north carolina, anyway, okay, that’s, a host aggression again, uh, all right, so what, the post it note stage every little step, and then you, khun decided i could re order you, khun reorder and s o tom says that the the ease with which we can re order it makes us more likely to improve the process, right, are were more willing to improve. We’re willing to change things when it feels feasible and easy to do that if we can’t. If it feels like you know my team member created diagram on. Some program, right? So it’s got the arrows like power point or something, right? Like she’s did this all this work to make this process look like that i’m less likely to go in? Terrible her work, but sticky notes a really easy there, real cheap. They’re very like budget friendly, obviously for organizations. And this toast exercise really again just allows you to be free flowing with it. Part three okay, let’s move on a par three is then to take everybody’s individual sticky notes and put them together. So now you’re actually building cohesion. You’re hearing actually what other mobile one? You’re putting them up on the board? I am tryingto rationalized them all into the same process. Exactly what? Some people, some people have some steps and other people skip those steps and everything. They might not plug in the toaster nothing’s going to happen if you press that down, right and so it’s like you can pull all the all the pieces. This is where where someone is walking. You know, the folder from one organization to another. You realize that that you didn’t realize that was actually happening before you finally get to hear everybody’s. Voice time for our last break text to give quote, i compared a bunch of companies in my search for a text to donate company and text to give is the best hands down. They have been helpful beyond helpful. I can’t imagine anyone doing this better exclamation mark clyne and quote that’s lauren bouchard from global commission partners in clermont, florida. You heard her last week also, you want to get text to give you want to do mobile giving? This is the company you need. It’s simple secure for info text npr to four, four, four, nine nine, nine. We’ve got several more minutes for process blocking. Your progress is there? Step for no. Well, so that’s that’s the exercise. But then the thing is, is guess set for i guess. Yes. Retract what i said. Yes, there is a step forward is to do this with your own processes. Right? Soto, look at this really complex process. You need to organize it into smaller chunks that are more manageable. Right? And then you can diagram it. You khun sticky. Note it. You can work together and bring in where what? The program manager believes that the process is and then that people who might actually be doing that process and hearing like i brought up this home study or the licensing process there are certainly program managers that are approving, they might initiate part of the process, they are connecting that process with the case manager with social worker, all these people were coming together to make this process happen. There’s also external factors like the state agency or the back where the background checks are being done, or the people who have to approve the home study. So there’s all these people at play and it really helps to bring a fuller circle because the program manager might only be connected with the case manager and a social worker. But these people are connected to the state agencies. And where does the family come involved? Right? So you’re pulling ever you’re being able to see everybody okay? Now in your own organizations, if you’re not doing this kind of work, uh, there may be processes that that you’re just not comfortable with. Maybe maybe even before the before you identify specific pain points, you just know that something is something is not right about the way. We i don’t know, acknowledge process donations and send acknowledgements, you know, there’s something that it takes us too long. It feels like it’s harder for us than it is for my friends and other organizations. So that might be a a rationale for applying this process. Absolutely. That process, you know, playing this this exercise to that process? Yeah. Okay. Okay. And really, i mean, tony, you can also mean we’re always doing process, so i love this book. I might get the title a little bit wrong, but it’s like the life changing magic of cleaning tidying up kayman and she actually discusses process in our life. It’s just like spring cleaning every year. But she organizes all of your items in your house into certain groups. Then she you take out what’s what’s not needed. You hold it up, right? And so i’ve talked about the mission is like holding it up to you. Do i feel joy when i touch this item? If no it’s gone it’s no longer part of the process like part of the process, i guess when you’re combining and you’re finding that cohesion with all your team members is going back and aligning with you’re mission and even even the mission or the mission of whatever project you’re working on, right? So if it is your donations and acknowledgements, you’re wanting to get those out krauz making sure that that aligns with how you run your organization, the values of your organization, how you value your donor. Yeah, okay, i mean, because a lot of times donors are multifaceted and how they work with your organization, so they’re not just offering funds to you like they might be boardmember sze, they might have been volunteers, some of the agencies that we work with, they it might have been families. So how are you touching all of these these people who have multiple connections to your organization? Okay, okay. And i like how you bring it back to mission also mean that mission it’s soo in importance, whatever, whatever this processes that you’re being interest. Really, really, this is organizational introspection, right? I mean, way i see it, you’re you’re, you’re taking a deeper look at yourself as an organization. How do you work? Yeah, absolutely. And i mean, like i said to write, so i didn’t want to throw in that. That book just because it felt really good it’s, just like you would do spring cleaning annually, you’ve got you’ve got to constantly go back to this, so sometimes your mission might be stale. Your people aren’t feeling it. I mean, you just have a sense if you’re in the organization so ambitious it’s out of the mission is dale, it could be it couldn’t be, could there is potential for that, right? So it may or may not. One of the things in certainly in the workshop that we’re going to talk about is actually making people also relate to the mission. So just like the process of mapping out where your processes making it possible so that your team actually feels the mission that they relate to it that’s not an abstract idea if it is a top down or as you’ve added people into your organization over time, though it could be you. Yes, you may have. Your mission may have become less relevant dahna or you may have strayed from it. Diluted it. Oh, are you? The mission itself may require evaluation. We re thinking absolutely. Yeah. Okay. That’s. A very healthy exercise. We’re gonna leave. It there. Okay. All right. She is stephanie and she’s director of n reached solutions. I said it right there. Bear close. Yes, grayce newsjacking yes. Okay. And my interview with her with stephanie sponsored by network for good, easy to use dahna management and fund-raising software for non-profits thank you so much for being with non-profit radio coverage of eighteen ntc next week. Guess if you missed any part of today’s show, i beseech you, find it on tony martignetti dot com. We’re sponsored by pursuing online tools for small and midsize non-profits data driven and technology enabled durney dahna slash pursuing capital p when you see piela is guiding you beyond the numbers wetness cps dot com bye! Tell us credit card and payment processing your passive revenue stream durney dahna slash tony tell us and by text to give mobile donations made easy text npr to four, four, four, nine nine, nine a creative producers claire meyerhoff. Sam liebowitz is the line producer shows social media is by susan chavez mark silverman is our web guy and this cool music is by scott stein. Thank you for that information. Scotty. Been a long time. You with me? Next week for non-profit radio. Big non-profit ideas for the other ninety five percent. Go out and be great. You’re listening to the talking alternative network, waiting to get you thinking. E-giving cubine you’re listening to the talking alternative net. Are you stuck in a rut? Negative thoughts, feelings and conversations got you down? Hi, i’m nor in some type of potentially ater tune in every tuesday at nine to ten p m eastern time, and listen for new ideas on my show. Yawned potential. Live life your way on talk radio dot n y c wait. 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