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Nonprofit Radio for July 17, 2015: Walk to Work & Keep Current After Launch

Big Nonprofit Ideas for the Other 95%

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Beth Kanter & Ritu Sharma: Walk to Work

(l-r) Beth Kanter & Ritu Sharma at NTC 2015

Beth Kanter and Ritu Sharma want you to make walking part of your work day. Not for a break. They share how to work while you walk, including walking meetings, and they swear you’ll be more productive, more creative—and feel better. Beth is a master trainer, author and blogger. Ritu is co-founder and executive director of Social Media for Nonprofits. We talked at NTC, the Nonprofit Technology Conference, hosted by Nonprofit Technology Network (NTEN).

 

Farra Trompeter & Kira MarcheneseKeep Current After Launch

(l-r) Farra Trompeter & Kira Marchenese at NTC 2015

A website redesign is expensive, time-consuming and overwhelming. Starting on day two, how do you keep it current? Farra Trompeter is vice president at Big Duck and Kira Marchenese is senior director, digital strategy + platforms for the Environmental Defense Fund. This is also from NTC.

 

 


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Hello and welcome to tony martignetti non-profit radio big non-profit ideas for the other ninety five percent of your aptly named host we have a listener of the week, daniel trust in bridgeport, connecticut. He tweeted me that he just found non-profit radio and says good stuff, man he’s, our newest listener and our listener of the week i’ll send you a video, daniel, and you can pick a book from the non-profit radio library. Congratulations, daniel. Trust oh, i’m glad you’re with me. I’d be stricken with prayer ago if i had the itching idea that you missed today’s show, walk to work beth cantor and re to sharma, i want you to make walking part of your work day, not for a break. They share howto work while you walk, including walking meetings, and they swear you’ll be more productive, more creative and feel better. Beth is a master trainer, author and blogger re too. Is co founder and executive director of social media for non-profits we talked at ntcdinosaur non-profit technology conference, hosted by an ten non-profit technology network and keep current after launch. A website redesign is expensive, time consuming and overwhelming starting on day two. How do you keep it current? Farah trompeter is vice president at big duck and kira marchenese is senior director, digital strategy and platforms for the environmental defense fund that is also from ntcdinosaur on tony’s, take two. Have you seen my videos responsive by opportunity, collaboration, the working meeting, the unconference on poverty alleviation that will ruin you for every other conference from ntcdinosaur are beth cantor and re to sharma on walking. Welcome to tony martignetti non-profit radio coverage over the non-profit technology conference twenty fifteen, hosted by intend the non-profit technology network. We’re in austin, texas, at the convention center and my guests are beth cantor, master trainer, author and blogger at beth cantor dot org’s. And also metoo sharma, co founder and executive director of social media for non-profits their workshop topic is walking is work. Don’t call it a break. Beth metoo welcome, welcome, thank you. Welcome back, beth, that has been on the show before you to his new welcome first time. Thank you very much with us. Metoo why? Why? Why should we be paying attention? Teo walking from my perspective, i’m an accidental walker, i think one hundred times better i started. Walking more extensively as part of my work, i’ve always been a walker, but as part of my work, i started about seven months ago and it was accidental because i got a new puppy and the puppy needed to be walked every three hours. That’s how it started with practical, it was very practical decision, but as i started walking, i needed to take some calls and then i started taking some of those calls on my and my box, and i found that i was paying a lot more attention. In those calls, i was not distracted by a number off social media pings and emails and other people entering in those conversations, i was really more present and then the other thing that i noticed, which is what started us making a lot more content at social media non-profits is, i am i started having a lot of ideas about different topics to write about different opinions on the current topics and that got me kick started is walking is work alright on beth, we shouldn’t if we haven’t fallen into it. Luckily accidentally metoo did we actually should be deliberate about it on dh we have some research to back that up? Yeah, as a matter of fact, i know. I got into it. Actually. The right after the last time. I was on almost two years ago. Really? I went into my doctor and i got my cholesterol tested. You know, we’re getting there. We have to get our cholesterol tested. It was three. Ninety nine. You had cholesterol of blind ninety nine. Right, which is closer to the mike. You get too excited. Okay, you know, three hundred ninety two and healthiest on one fifty or less. Right? So i decide to get walking. You know, obviously, i was not eating too many cheeseburgers, and i was sitting at my desk and i could see that you know, the house effects. So i bought one of the use of health. Fitbit. And i got out there and i started walking and writing about it before i knew it. I was walking twenty thousand steps per day, and it became this little game. How could i work? Work it into twenty thousands, like double the thie average. Ten thousand ten thousand. I’m up to now ten miles a day. Yeah, and you know what happened? My cholesterol went down to ninety nine my trig lyssarides, but something else happened. I noticed i was more president, i could pay attention and i was happier and more creativity. And so what would happen is i got really excited about this, and i’ve been blogging about it. I’ve been doing workshops, i’ve been kind of this evangelist for walking as work was people would say to me, how do you fit this into your day? You know? And and the mindset is really about, like, ok walking it’s the separate thing it’s for exercises for the health benefits, but really, i think it’s key to your productivity, we know we know something about walking versus sitting while we’re while we’re working, don’t we? Yes, we dio slideshare well, think about how much time you spend sitting at work. The average person spends nine point three hours sitting that’s more than we sleep, which is seven point seven hours and you know what all that sitting is doing to our bodies and our minds? Well, it’s, physically it’s collapsing our spines, it’s collapsing our spines it’s causing calling cancer it’s calling, causing heart disease brain fog, neck problems muscle generation, you know, it’s enough to make you want to stand up your desk, head to the door and never come back to your office. But you don’t have to do that. You know, you just need to start to think about ways to integrate movement into your work, okay? You know, maybe it’s, first of all, change your mindset, it’s thinking about different ways that you can start adding more steps, more walking, you know, park the car far this away from the door. We’re gonna get to all that time together. We’re still the motivations thing, okay? The motivation so obviously health reaches say more about the creativity. I know that was really important to you. I think when we are in close spaces and spaces, every normally sitting at nineteen hours a day, our mind gets closed almost. It only sees what we have in front of us. It becomes very reactive. It’s just reacting to emails that are coming in phone calls that are coming in and putting off fires. When you get out of that stunning and you walk in the nature, you walk in the grass, you walking the party, it doesn’t matter where. You walk when you start moving a little bit, your your brain starts to disengage from a reactive mode to a much more proactive and creative more, and what i’ve noticed for me is some of these things come to me, they’re like brilliant pieces isn’t incredible. I wrote a couple block post that we had the males traction ever, and i was just walking the dog. You know what? You have the most traction traction ever in our in our work, and those entire pieces were conceived while walking i just idea hit it, and i started flashing it while i was walking in and i came back, you had granted out in twenty minutes, and we’ve seen most likes shares, comments and really some great pieces that have come out of walking. So from a creative standpoint, i find the reason behind that is that you get a distance and you’re not constantly just addressing a pressing problem anymore. You’re able to actually give your mind a little bit of brake to process all the stimulation, all the stimuli and act activities and all the information that we were exposed to, in fact, over exposed to we have a time to process it, we have a time to just put it in different places where it belongs, and then start to see greater trends and start to see how this piece fits with some of the other stuff we’ve done. And if you’re in a reactive in front of your computer mode, you just don’t have that create this space to a process i know time is constantly belongs to other people as e mail comes in, and as much as we’re supposed to, i know a good practice for email is only react to it a set number of hours a day or set time today, but that’s very, very hard to do, and you end up being all fragmented and distracted constantly. Exactly. And, uh, the other thing is going to get a flow going way also have these phones that are full of notifications, any ping you get any tweets, you get any tax message, you get all the e mails there, these things that were changed, you know, technology. While it can be a great, great accelerator, it can also hold you back and hold you in chains because you’re constantly attacked on your head? Yeah, go ahead. Back-up let’s, go say this sort of gets us away from the topic about walking his work, but the with the walking does physiologically in your brain. Is it it’s fire synapses, you know? So if you were to look at there’s actually, researchers that are looking at the impact of movement on the brain and so if you look at a brain of a person who’s been sitting for twenty minutes, it’s all dark, okay? And if you look at a person’s brain, you know, doing a brain scan after a twenty minute vigorous walk it’s all lit up because the endorphins are flowing, connections are being made, and then we hear, you know, the proof of it from what metoo was talking about. And it’s also been proven in a number of studies. I think the most famous one has come from stanford, where they actually studied. They measured creativity of people who took walks, a brisk walk at lunch and creativity improved. Andi, just to make it explicit. We’re talking about walks without your phone or it’s turned off. Maybe you know you’re not you’re not allowing the distractions of your mobile device. While you’re walking, unless you use it to take notes. Okay, take note, but that’s you gets you in putting. Yeah, but metoo it sounds like you’re saying, you know, we don’t we’re trying to eliminate these distractions and also be vigorous in activity that’s true and when you’re walking it’s kind of hard to be as attached to a phone without tripping or knowing where you’re going, so i usually just go have it handy with me. Should there be an emergency that really needs me. But unless it’s an emergency, i actually have it handy if i need to answer a call or something. But for the most part, it’s. Hard to be that attached. As as you are in an office, i see people in new york city giving it a go, though yeah, there they are walking and lots of walking and texting, but but that’s not what we’re talking about here know what we’re talking about here is turn off the yarn device and go for a walk damaged overhead. Clear, clear your head. Don’t go further than that. Yeah, i think is notorious for the f word on non-profit radio a long time ago. But its memories linger. You know, world leaders. You know, obama is really famous for taking walks, steve jobs and, well, there’s a rich history of of of walking as work. I mean, think about like charles dickens. Did you know that he walked twenty miles a day, twenty miles a day? He hated being tethered to a desk. And on gina freud? No. Okay. Freud and analysts, you know? Yeah, they said, and their patient lies on the couch. But he’s fate, he was famous for walking with his patients to get to breakthroughs. I know, i know. A famous stander we stood on his desk was donald rumsfeld. He did not have a traditional desk. He stood as he worked. Now i don’t do politics on non-profit radio, so maybe that’s a counter example. Wait. Decided either way, but i know he, uh he stood and that’s that’s, that’s something that you were suggesting that you, khun, stand and work aside from walking, but standing versus sitting, yeah, standing desk. And, you know, other researchers come in, you know, it used to be okay. Go the jim. You know, i go the gym so i can sit on my backside for eight hours and i won’t suffer those how harmful health effects, but you know what? It doesn’t matter whether you’re at the top of your game physically, you still can reap the harmful effects of sitting. So what some researchers recommended this comes from the mayo clinic is the twenty eight, two. So every twenty minutes, if you sit, you work, you concentrate, you get up and you stand for eight minutes and two minutes stretching. Really? And that the idea, the mind shift is that you sit to rest your body from standing. Uh, okay. Rather than sitting being the focal. Yeah. Focus of the day. Yes. Okay, you’re tuned to non-profit radio. Tony martignetti also hosts a podcast for the chronicle of philanthropy. Fund-raising fundamentals is a quick ten minute burst of fund-raising insights published once a month. Tony’s guests are expert in crowdfunding mobile giving event fund-raising direct mail and donor cultivation. Really all the fund-raising issues that make you wonder am i doing this right? Is there a better way there is? Find the fund-raising fundamentals archive it. Tony martignetti dot com that’s marketmesuite n e t t i remember there’s a g. Before the end, thousands of listeners have subscribed on itunes. You can also learn maura, the chronicle website. Philanthropy dot com fund-raising fundamentals the better way. Okay, we got you. Sometimes it can be hard to follow structures like that one that i think is very worthy. And i use it in a different way. If you’re starting out and your tender session tomorrow. Are you here today and you inspired to do that? What i would recommend doing is doing something that i’ve done is pomodoro matter-ness it really allows you to set these intervals. If you just rely on your own free will to help you do this, sometimes it can be hard to create habits. They take about ninety days to form habits for something to really gel into your daily life style change at the very least, so well you may want to do is look at things like pomodoro, matted and you can and you can design that for me. It’s every twenty five minutes of sitting, i get a five minute break and then after two or three of those, i get a twenty minute walk and and that actually forces you and it’s. Incredible, you’re doing this in your day to day work day today i have a knife in you two so obviously i do want your day. Well, i do it. Yes, it is. And i do it slightly differently. I not only measure my time in increments body also measure my energy and my ability to concentrate. And i try to design my schedule so the tasks fit my ability to concentrate and always working in these smaller chunks. I do things like i do it a slightly different method of pomodoro. I’ve experimented with paula joran for a couple of years, but there’s no place pomodoro. We call it pomodoro. Yes, it’s tomato in italian because that’s the reason it’s called this because it came with an old tomato timer. And so and time yeah, you set up for twenty five minutes. And originally the context for it is that if you’re overloaded like this, you’re going to suffer consequences of procrastination and work avoidance. So pomodoro is a method for you to like eat that frog in the morning and just start get something done metoo ago you were you were sharing. I really enjoyed that. Because what i do is i get teo something i take take a project with twenty, twenty five minutes. And then even if i’m in the middle of doing this. I take a five minute break and i actually either stretch or ideo pushups or i just do a plank. And i tried to increase my duration for that. And then that’s sort of every two or three generations. And then i go and take a walk. And i will tell you that in the last year of doing that, the days that i do mamatoto matted very religiously are the days that are that i can get in one day over two weeks worth of work. And i’ve tested it several times now. In what amount of hard work in one day you feel you could do the same as you would have. That’s a maze in the dark days into weeks? Yes, including i even fit some laundry and folding some laundry in between weeks in a day? Yes, there’s. A lot of reading time. What i found is there’s a lot of closure. I want to do things that i actually make a big list before i take on a pomodoro day. Actually, you know, i make a huge list of things that i need to absolutely get done in a night. That’s my weak. Leaders and i’ve tested it several times. Normally i will be able to hit three or four or five of those because there’s so many reactive thinks about when i’m in the pomodoro matter mode, i basically check things off age of and the forced break no matter where you are in the process, it really prevents you from going into procrastination from reading one block post that takes you into another block post that takes you into yet another blood pools and that takes you to facebook and then to twitter. That doesn’t happen on pomodoro for me at least, so i would just recommend experiment with finding whatever is right for you not just mattered that works for me, but what works for you and use some technology to hope you get in the mode don’t just rely on free will to follow this palm adores it’s really not about like trying to get everything done and taking it off your to do list, but really it’s about focus and training your attention as somebody who has been doing the technology for twenty years or more like i’m like i was like that dog and up, you know. Doug squirrel. Oppcoll you know, so i consciously this about seven or eight years ago, like, trained my attention, like like i have on ongoing dialogue with myself on my opening up, another taba, my following, another social thread. And is this the task or something i should be doing? Would be doing is the best use of my time in this room, right? The eighteen minutes a day method with david berkowitz? I don’t know. What can you can you summarize it? Sure you spent. Okay. This will change your life. A change mine. And i’m right. That’s. The only reason i finished my second book. Okay, like changes. Okay, so, it’s, five minutes in the morning, you write down. What are the two or three things that you need to have done? What? Your priorities. And you reflected five minutes on the end of day. Did i get to my priorities? And then throughout the day, every hour on the hour, you beat yourself to remind yourself, am i on task? Okay. And what? Your set and you would think, it’s counterintuitive that you’re beating yourself? You’re distracting yourself, you know? Would you get distracted? Bring yourself to a center to a center center of the focus for that day. Exactly. And then you if you do that over a period of time, it really according to cubby takes what is it? Twenty one days to make a habit. Then you’ve internalized it and then used it stops beeping and you’re focused. And this helped you finished your second book? Yes. Okay. The two of you have great outcome stories. Really terrific. Impact of love. We still have some more time together. What have we not shared that we well, did we cover getting yourself out of the culture of sitting through the pomodoro method? Or so are very any variation of that. Is there maura around? Well, what? We started with this. Okay, so if we think divide this topic into the i and the weak. So we i think we have covered the you know, what do i have control of in my work life that i can change? Ok, ok. But many of us work in organizations and with other people. And we work in a culture where there’s lots of meetings. Sure. And the culture around those meetings is to sit. Yeah. All right. So that’s the challenge. Okay? We’d like to have walking meetings? Yes. Okay. And now you’re doing this tomorrow at twelve. Thirty and we’re gonna talk more about what we’ll bring it back to the office setting. I’ve forgotten, but just tell us what you’re doing tomorrow. Twelve. Thirty go ahead, return. We have a session tomorrow at ten. Thirty to twelve, where we’re going to talk about walking his work when we lay out the framework and then we’re going to take a big walk around twelve thirty with a number of conference attendees and give them an experience of discussing a specific topic while they’re on a walk with a large group. So they get to actually experience how to have a meeting while they’re walking out standing. Do you know what the topic is? Where you’re going? Decided in the session for the topic for the war. Walking comes for the ten. Thirty meetings. They’re going to be talking about planning a walking meeting. Okay, on our meat up, it will be open. It’s over that people choose what they want to do. Okay, are there all right, so let’s, bring it back to the office now. How can we help the the sitting meeting culture? Teo, get out of that. Well, you know, it’s interesting, because sometimes first of all, i think there needs to be some education around the links to workplace productivity and workplace wellness and that, you know, it isn’t a break. It really is important to productivity. And then this is not a zest your topic right at sung his work exactly. Don’t call it a break, right, it’s not like it’s not going to the gym and it’s not goofing off. Okay, okay, you’re really getting work done. So the next thing is to think about what? What are all the meetings in your life? And think about what could be done as a stand? You know, as a meeting, you know, walking, meeting and it’s. Probably best to start with a one on one meeting. Maybe a weekly meeting with your supervisor, maybe jet or somebody who reports to you and suggests that, you know, bring your sneakers to work. And you do that. Weiqing meeting as a walking meeting and maybe institute is the standing meeting ifyou’re going tio do a meeting with more people requires a little bit. More planning than a regular meeting in addition to the agenda, the purpose. Any pre reading you have to think about what your route is. You have to time the route. You have to be prepared if there’s bad weather, you know, we’re going to walk inside. You have to let people know to bring the right shoes at where their coats if it’s going to be cold and then you had to sort of make some modifications in the way that you take notes, people are you know, maybe this meeting is one where you’re discussing something. And the only thing you need to take down is the decisions as opposed to being in a meeting where you need to be looking at a lot of papers and a lot of yeah, tasking people on dh specificity, you know, okay, but you can take notes. You know, you can remember those things called pens paper. I’ve heard of them, you know, a most skin and can also now is it violating anything? If if if i suppose i get tested with something in our walk and i have my phone and i do a voice note to myself is that okay? Yes. Yeah. No, i’m we suggest a little side convo. Just we’ll just wild just for myself. Okay, so, like, well, one good thing to do in a walking meeting with a group is not to do. They spend the whole meeting walking and discussing like, you always have a little space of time at the end of the meeting to, like, summarized what the delivery bals are. And maybe you do that when you get back into the conference room. Okay, you know, and and and do that for note taking and people are fresh. Endorphins have been flowing and remember them, you know, another way to get started. It’s a little bit easier than the walkie meeting is a standing me kayman okay, we take this in increments, maybe. Yeah, depending on the culture and how willing your supervisors are to participate in your colleagues, they will do it incrementally. Yes, right. Standing, baby sitting half and then standing house, you know, crawl, walk, run, fly, ritu anything? Well, sure, i’d say that. Take it slow. Take it according to your culture and find different ways to do it. And there’s one common criticism, i hear. When we talk about walking his work, well, we have so many things we can get it done, it’s, like when you’re taking this on, start slow to start with one or two meetings and see how you’re doing don’t try teo enforce the really big culture change, you know, from the beginning do little things. Hey, do you mind when we do these meetings that we do the first portion of introductions and check ins? And when we’re reporting in what our week was like and what we’re doing, do that and maybe in a walking session and come back and take some notes as that just recommended in coming back? So find those the other couple things i would say that i have personally done that have been really helpful in and coming with from a change of culture in our organization is my default for all meetings is walking meeting now if you want time with me, it’s a walking meeting unless there’s a compelling reason why you can’t be so on. My default is no longer let’s sit down for coffee at starbucks my default is hey there’s, a park next to my office you want to meet, then let’s talk. And if somebody has an objection like, well, how are we gonna take notes again? I go back to now abets famous line. Have you heard of those bill old things called pen and a little pocket most qin and the other thing i’d say too. And the way i work with it, it’s, you know, walking meetings or subset of overall good meeting practice, and i would also talkto leadership and ask, don’t don’t you want more effective meetings in your organization? What if you were able to replace ineffective meetings that waste people’s time with meetings that are highly productive and that makes people feel great and get work more even more work done in less time when you want to do that. And that should really try it. Yeah, let’s. Try it and see you at least try. Okay, we got a couple more minutes. What have ah, not asked you yet about this. That, uh, you want to you want to share? Get a couple more. If i can cheer when quick thing. The second thing that i do besides defaulting to walking meetings is i do not take any phone. Call unless it’s absolutely necessary sitting down and that’s a very easy switch to make. Just grab the phone and start pacing, you know? Yeah, i’ve been doing that for years because i’m a kinesthetic learner, so it teach me it just helps me if i move, i think better and just and i found that if i’m like, when i wasn’t standing for phone calls, i’m sitting at my desk, checking my email and getting distracted, so standing walking on and also i think i want to emphasize to people, you know, i got started with this web stuff in the early nineties, and i had our side by the nineteen, ninety five repetitive stress is right, and one of the things i learned there was about stretching and taking this break, that it’s really important, and sometimes we get so addicted and where were you know, we use our computer keyboard is a lunch train, and we don’t get up because we think, you know, we’re not getting work done. So the one thing i would leave people with us really think about what you’re doing to your body and what you’re doing to your mind and don’t think of it as wasted time and trust us. You’ll be more productive and you’ll be happier. Absolutely okay. Productivity, creativity. Good health. Good. Reduced cholesterol. Substantially it’s. All it’s. All excellent. All right, we do anything you want to wrap up with. No, just thank you for the opportunity and happy walking, everyone. Yes. All right. Get out there and do it. Metoo sharma is yes. Is co founder and executive director of social media for non-profits and beth cantor, master trainer, author and blogger walking is work. Don’t call it a break. Listening to and joining with tony martignetti non-profit radio coverage of the non-profit technology conference twenty fifteen. Thank you so much for being with us, ladies. Thank you. Great thanks to you. Pleasure twenty steak too, and keep current after launch are coming up first opportunity collaboration it’s an unconference in x top of mexico in october for everyone working in poverty alleviation, there’s a lot of free time to meet the non-profits from around the world that are there, who you can learn from and who can help you do your work wherever it is you’re working it’s over ninety three percent sold out i’m going to be there? I got my reservation in if you are helping those who live in poverty, check out opportunity, collaboration, opportunity, collaboration, dot net, i have over one hundred seventy videos on youtube. There are dozens of conference interviews, all the conference conferences where i’ve interviewed speakers on topics like fund-raising events, marketing, communications, technology, board relationships, lots of board topics, the non-profit radio knowledge based videos are there everything i’ve done on plant e-giving and charity registration? My stand up comedy clips are there, too. My channel is riel r e a l tony martignetti and there’s also link from tony martignetti dot com to the youtube channel and that’s tony’s take two for friday seventeenth of july twenty eighth show of the year. We’re pre recorded this week, but you know how sincere i am in sending live listener love if you are one of the live listeners today, thanks so much for being with us live listener love to you podcast pleasantries wherever you are, whatever device washing dishes or otherwise, whatever it is you’re doing pleasantries to the ten thousand over ten thousand podcast listeners and affiliate affections to everybody listening on those am and fm stations throughout the country. Our affiliate network. Thank you so much for being with us. All our affiliate station listeners. Here are farrah trump, peter and cura marchenese from anti seizure keeping your website current after launch welcome to tony martignetti non-profit radio coverage of ntcdinosaur non-profit technology conference twenty fifteen we’re at the austin convention center austin, texas with me now are farrah trump, peter and kira marchenese sarah is a vice president for big duck and kira is senior director, digital strategy and platforms for the environmental defense fund. Sarah sarah, welcome, welcome you welcome. Thank you. It’s. A pleasure to have you both here. Let’s. Start let’s. Start with you. What are what are non-profits not really planning around enough when they do a web redesign or maybe even a launch. Everybody gets so excited about having the new site that it’s like you bring home your brand new car and you never think about putting gas in it, much less getting the tires changed or oil put in it. And so what we focus on our session focus on in our session is all of the things that you do need to keep track. Of after you’ve brought home your shiny new website and concrete tips on how to do so, uh, what are what are some of the things that you’ll be talking about? Just tick off a few topics. How does stretcher resource is further so that you can fit more smart updating in you in your regular schedule? We’ll talk about structuring your sight to minimize the need for updates, and we’ll talk about how to keep yourselves accountable and make sure that you actually do the updates that you’ve planned on doing. Okay, farrah anything i think you want to add at this early stage, just that i think just to build on this care and i did a session three years ago at the ntc twenty twelve called is a time to rethink your website, and that session was all about, you know, first, starting with a clear understanding of your goals and audiences before you go and change the design change, the content changed the technology, wait a really great conversation with staff and everyone and non-profit staff consultants who attended and we’ve since done it and other conferences, and it spread a lot of good thinking about do i rethink my sight? So i have to completely overhaul it? Are there incremental changes i can make? Well, we realized, as we were sort of reconnecting on this topic recently was again a sort of cure was saying there’s, so much energy put into building a site, you know, redoing your sight can take six to nine months for some organizations a year, and then all of a sudden it launches you like great done seeing three years check off. Exactly, and what we have found is especially, you know, your your website. Still, even the web sites have been around for over twenty years. It still is the one of the main places supporters will go to find information about you, and it is important that that site represents who you are and what you’re about on also is somewhat current with user experience and what people are looking for in a basic website so responsive, for example, on other things, and and that means that your sight’s still has to be dynamic. It can’t be a brochure, so if in organizations made it past this idea that their website is not a brochure that step one but i still, even though that happened let’s say, non-profits and organizations got that over ten years ago. And, you know, our website needs to be engaging. Great. I still think that there are lots of non-profits out there. They build their sight, they set up the information, they walk away from it. So this idea of this session is how do you keep that site current and think about it being a living, breathing representation of your organization and a way to connect with your community beyond that launch button day. Okay, care. I see you nodding a lot. So total agreement, your did this three years ago. So you know, the beginning of this three years ago, this is this is this is the sequel, and this is how we’re keeping it current. Okay, this is the electric boogaloo part duitz. Yeah, exactly. Remember that break in electric boogaloo? I don’t know, eighties. Um, okay, so, let’s, stay with you. Ah, farah what’s your wee. Where should we start with this? Start this process. Well, karen mentioned stretching resource is further. Is that is that a good place for us to start? Yeah, i mean one of the things that we often hear when we say, well, wire websites not kept up to date or wire people, you know, aside from this feeling of okay, it’s changing a belief, certainly that i do have to think about my sight beyond launch, but more than that, we always get this conversation that, well, i don’t have enough time. I’m busy getting the next email out, i have to worry about my fund-raising campaign, we’ve got all this advocacy, this petition, we’re running, so everyone sort of caught up in the day to day their communications that they want the website to be on autopilot. Eso what we’re really looking at is, yes, we know you don’t have enough staff time, we know you don’t have enough money, what are some things you can do once we get past that acknowledgement? And so we’ve got a lot of suggestions about how you can, you know, take those limited resource is and be smart about you want people to stop saying we can’t way have this other stuff, so we’re just gonna throw up our hands and website just we’ll have to suffer exact what can we do with the limited? Resources that we do have exactly. Okay, exactly. Xero what can we start to do? Well, the first thing that you can start to do is evaluate what resources you have and how much you need, and so we’ll go through ah quick little math exercise on our site. We have about one hundred pages that need some kind of maintenance there, not a press release or a block post that has a date on it, and nobody ever expects those to be updated. We’re talking about the page, the about us, paige, our privacy policy pages about certain projects that were working on those need a little bit of care and feeding, and one of the first things you do is you say, well, if i’ve got a hundred of those and i think it’s going to take a couple hours of time, tio, get each of those updated one hundred times a couple hours that works out to five weeks of solid work time in is that reasonable? Do you have five weeks? You know, some organizations do and that’s great, and they’re a head of a lot of the rest of us, but a lot of us. Will say, oh, in two hours, that’s really not enough to update this page because i’m going to have to talk with the program’s staff who managed this manages the project, and then they’re going to have to approve the changes that i make and all of a sudden you’re like, man that’s, eight hours so that’s one hundred days and you know, where am i going to find that hundred days? So the in a lot of organizations, you never have that conversation, and you just have an out of date website in a stressed out staff. So the first thing that you can do is try teo, get it? Well, why’re we stressed out, is it because we don’t have enough help? And maybe we can hire a temporary writer to help us? You get on top of this, or have we just really taken on more than we can handle? And we need to reevaluate how many pages we have on the site. So if we can find a concrete place to start that conversation, we can start solving the problem you have in one of the things that we were talking about is like, what does? Your website being out of date really look like so that could look like everything from your board listing just doesn’t you know, you added somebody on the board two months ago, but they’re still not listed on your site so that’s kind of a minor out of date. But one of things that drives me crazy is when i go to an organization’s website and i see, like, save the date for her upcoming conference in december twenty fifth eleven but i mean, maybe that’s a little exaggerated, even last a month out exactly. And it’s like no, come back. You know, the next day i should see conferences from the pictures from the event i should see what happened. I should see the tweets, the storify, whatever it is. But i think when organizations say, like what’s new and you go to the what’s new page and it’s talking about things from six months ago again your donor, your activist, your participant is going to think you’re not keeping things up, and then they that will actually impact your reputation. So, you know, at big duck, we think a lot about your brand, so so our angle on a lot of this is hacking you your user website as a way to really continue to build a relationship with your supporter. Your website. Visitor. Whoever that is and make sure that you have said, is just enhancing their perception of you and not eroding it. And so, you know, when your website is out of date, it will start. People won’t think they’ll think a lot less of you, it’s, like coming by to your office and see that there’s paint chipping on the wall. What else? Anything you want to add to ah, what kira suggested about howto evaluate what? What? What? The task is that’s ahead of us. Yeah, i mean, i think here is laid out of really thinks about it so smartly, which is why i love presenting with her we’ve a love fest, but i think not, you know, it’s great to think about what are the pages, how we maybe minimize those number of pages we have to keep up today, but then layering in again, this idea of goals and audience is coming back to that, which is saying, okay, let’s say there are a hundred pages we’ve built the site, i can’t change it, it is what it is. I only have twenty days and not one hundred let me then focus my twenty days on the twenty most important pages, and those most important pages were the ones that maybe get the most traffic are most critical to any initiatives you’re running and are really the ones that your audience are looking for. Not necessarily the page at the executive director of the board chair tell she was most important, which is another congressman, we’re definitely gonna get into the board and senior senior leadership, they have their opinions as well, but it becomes very difficult and even your own staff. You know, one of the things that we’ll talk about is that editors and writers really like making things that are new, and there i won’t forget the first time that my online writer realized that it wasn’t it she’s pushing the rock up the hill, and it comes rolling back down and she’s got to push it back up again. We got a page lunch and she had really worked hard on it, and it came out great, and i made the mistake of saying to her right after it launched like, oh, great! And then the next time we come back and revised this page, we can look into this bit of it, and we’ll have data about that and the look on her face, who’s, just don’t make me do it again. You don’t have to do that again. And so it’s, not just the senior executives who are pushing us to do things that may not be really what’s most needed no it’s, always fun to do something new and it’s. Not as fun to go back and redo something that you thought was done a year ago let’s probe this little deeper when we’re getting of suggestions from boards, senior leadership, how do we how do we manage that on anybody? When, when, when their suggestions are misplaced, right about priority? It all goes back to what sarah said about goals and audiences, and if you’ve built a strong understanding with all of your stakeholders about what your priorities are and how you’re going to connect with your audience is then it’s easier to go back to that is a foundation and you know, if you can say yes, i understand that this is important to you, and when we’ve when we look at what people are looking at, there is a mismatch here you khun service that and have that conversation with them if you haven’t reached that agreement, it’s a lot harder to shift that conversation later, and i think when they come to you and say we want to change its pages, ask questions, why? In who? You know, why do we need to change it on dh who really needs this page? Updated who’s looking for something new that’s not already on there and let me tell you a little bit based on those thinking about the wise and the who’s, what i think we should be focusing on now, at the end of the day, i could say all i want to say about that as a consultant, but you live in an organization, and sometimes you have to listen to the senior leaders, but i think you can at least try and have a strategic conversation as much as possible, and you can set the agenda as well. You know, we don’t wait for our senior communications executive to find a page on the website that he thinks need to be needs to be updated. We tell him here the pages that we’ve decided to focus on for the next three months and here’s what you’re going to get from it. And so by framing the conversation again, back to the goals and audiences, you can take more control of it. I’m being proactive with that, i think you know, the other thing i’m thinking about us were talking, and we spoke again a lot about this previously, which is, i think organization non-profits have to make the shift of thinking about their website as a program, right? So you know what i mean? Like so if you think about the programs you’re putting out in the world, whatever those those maybe whether they’re in person, whether their, you know, whatever services you’re providing, if you think about your website as a service you’re providing, then maybe the idea of giving it, you know, love and attention and care and feeding feels a little bit more comfortable. I think when people still think about their website as this, you know, printed, you know, like the statics for tools, the support tool, but not a living breathing mechanism that could help advance your mission and connect with people. That’s what we’re really talking about. Excellent. I love that love that idea think it seems very simple programs, and it is so fundamental reputation, right and reputation and brand that all sang like that we’re thinking about exactly let’s move teo structuring the site two to help to minimize updates who was firing? One continues, i’ll speak briefly, but i think here has a lot of great things to say here i think you know when it comes to when your first structuring your site it’s important to think about what are the priorities that my audience is looking for again? Not necessarily what i’m what the senior staff for any staffer looking for, but it really ask the questions if you have an existing site doing user testing, finding out really what the community wants from your website again thinking about it as a program, and then once you’ve structured the site, i mean again asking those questions that, you know, in six months from now on, we’re looking at all those pages we have to keep up to date how we done ourselves a disservice. Certainly i’m not saying you should build your sight in a way that it doesn’t have to be updated. I think it’s important again for that website to be a living representation of your organisation, but maybe minimizing the number of pages that might have to get those updates and think about, too. What are the pieces of the site that need to be time sensitive and need to be up to date if it’s the description of you know your mission around a particular project area that’s probably. Not going to change. And you should probably structure it in such a way that that part of the page is is evergreen. And there might be things around it that change. There might be a little news box next to it that has blood posts and press releases saying the newest things about that program. But if you don’t have tio embed it all together so that you have to rewrite the entire text, you know, every three months, you’re going to save yourself a lot of time. Like what you’re hearing a non-profit radio tony’s got more on youtube, you’ll find clips from stand up comedy tv spots and exclusive interviews catch guests like seth gordon. Craig newmark, the founder of craigslist marquis of eco enterprises, charles best from donors choose dot org’s aria finger, do something that worked. And naomi levine from new york universities heimans center on philantech tony tweets to, he finds the best content from the most knowledgeable, interesting people in and around non-profits to share on his stream. If you have valuable info, he wants to re tweet you during the show. You can join the conversation on twitter using hashtag non-profit radio twitter is an easy way to reach tony he’s at tony martignetti narasimhan t i g e n e t t i remember there’s a g before the end he hosts a podcast for the chronicle of philanthropy fund-raising fundamentals is a short monthly show devoted to getting over your fund-raising hartals just like non-profit radio, toni talks to leading thinkers, experts and cool people with great ideas. As one fan said, tony picks their brains and i don’t have to leave my office fund-raising fundamentals was recently dubbed the most helpful non-profit podcast you have ever heard. You can also join the conversation on facebook, where you can ask questions before or after the show. The guests were there, too. Get insider show alerts by email, tony tells you who’s on each week and always includes link so that you can contact guests directly. To sign up, visit the facebook page for tony martignetti dot com. You must have other ideas about that physical structure around around timesaving go ahead, please. So another one is, and this one is a little harder to explain without the screen shot in front of me, but what we used to dio is, you know, every page had a bunch of sub pages, and anytime self they needed to be updated on one of the sub page you work on the sub page, it would be this longer, bigger piece, and then, you know, you’d have to go to the page that was above them and like you had all these updates in different places, and what we’ve done is just eliminate a lot of that, and so will have an overview page that has, again the evergreen overview of here’s, the work that we’re doing and why it matters. And then we’ll link off to a few more timely things, like a block post about it or a press release, some kind of statement or testimony, and when that piece ages, we just delete the link. And so we keep that high level overview of what we’re working on and why they’re little supplementary pieces of it that give you a sense of what’s going on right now? But we haven’t built it in the structure of the site. We haven’t created extra pages, we haven’t, you know, built it into the menu, and once you build something into the menu that’s really tough because if you have four things in the menu, every one of them has to be updated. But if you could just have an overview page that refers to for things, you give yourself a lot more flexibility. Excellent, excellent! You got more that’s, a that’s, a great one, i think that’s about it for a structure there. I missed anything. No, that sounds good. I mean, one of the other things i knowthis is neatly under structure that we talk about is sort of using the work that you’re doing another channel. So let’s say you’ve got this great instagram presidents or you’re really active on facebook or you’re tweeting a lot and thinking about how to embed or bring that content in as a way to keep your sight feeling dynamic and what’s the right places for those things. Where should that live on your site? How should it live on your site? That’s another thing that we have people think about, okay, so it’s possible to have more than just a little little box recently sent tweets exactly what more can we didn’t mean? You could just have the most recent tweet you could, depending on how sophisticated your twitter ah, you know your your twitter tweeting is if you use specific hashtags, you can connect those hash hoexter appear on specific program pages or bio pages if staff members are mentioned by name or by twitter handle okay, yeah, things like that so just being like taking it up a notch, being a little bit more sophisticated with how you bring it in, but while we’re talking structure let’s also go into deep structure, which is actually the platform that you’re on. And this is another part of website e i love that i asked you before you kind of threw up your hands and and then a man came back and now now it’s come back in a deep strike now we’re getting deep deep here throw this goes into the category of invisible ways that your sight can be out of date, you know you can come to my site and you can’t tell easily if i’m running word pet press three point seven or four point two, but it matters, and if you fall too far behind on those updates, you open yourself up to security risk as well as not being able to take advantage of the latest developments on your platform. And this is something that i think a lot of the content specialists just don’t have on their radar and it’s something that you need tio have a sense of how often your platform updates, which are the updates that are important for you to take advantage of and then work with your vendor or your in house team to make sure that, you know, you’re sticking to a schedule and you’re not falling too far behind. Yeah, i mean, i think websites have sort of two sides, right there is the front end, which is what the user experience is what the person sees, what they can tell is happening with the organization based on your site, then there’s the back end, which people love when i say back in, then there is the back and that’s where they’re headed, right? And, you know i think you think people are thinking that because i’ve had people say it’s, because your mind is in the garden sometime sometime, i here i am back in altum now, maybe i don’t i don’t have the same day, and my body studio is okay. So the on the back end of the website, we’ve got your content management system and your constituent relationship management system, and sometimes the cms sincere amour love lovingly integrated sometimes they are two or twenty different systems that are connected to your site, depending on how you have it set up and it’s important again to think about as a staff you’re worrying about how those things work in secures point, you need to make sure you’re paying attention to both sides of the equation s so that the site is not only again representing you well, but also doing all the work it can for you and and supporting your fund-raising your outreach, whatever it might be that you need those systems to be working well and up to the latest date of what they can do for you care. When we did an overview, you mentioned accountability keeping you’re keeping yourself accountable, what’s what’s this about. Well, once you decide that you are going to stick to a certain update schedule, i mean it’s like sticking to a diet, right who’s going to be able to do that completely on their own without any sort of reminders or accountability, some of us can, but most of us can’t, and i can tell you one thing that definitely did not work for us, which was having the systems and automated reminders, you know? Hey, tony, this page is out of date, you might want to check it out just became anxiety producers and it’s so easy to ignore them because the system won’t know if i don’t do anything about ignore exactly. And so one of the things that we found is that in order to hold yourselves accountable, you really need a person to be part of that and there’s usually somebody on your team or associated with your team in some way, who is going to be open to taking on that roll. And, you know, one of the things that i encourage people to do is figure out who that person is embraced that about them, you know, used. There, there their charm and organizational skills. Thank you. Fair lovingly nudging. Yeah, and you know that that’s going to be the person who has all the spreadsheets and gets really anxious when deadlines are approaching, you want that person sharing that that skill with the rest of your team? Because otherwise it’s just too easy, like farrah was saying in the press of all of your communications and email schedule on all of that to just let this thing that feels not as urgent slide, but, you know, you do that too long, and all of a sudden you have five weeks of work backed up that you could have been tackling a little bit like a project manager function. Okay, the other thing we talked about this is about accountability, general, with all sorts of things is the racy model? Do you know that the r a, c i so that stands for responsible, accountable consultant informed, and the idea is that at the start of every project, you think about those different roles, so for example, we may be accountable to the executive director, but they don’t need to know they’re not they’re not responsible for things. That they don’t even have to be consulted are informed they just want their they’re ultimately accountable. Maybe they have to be informed, but the communications director has to be consulted, and then the communications manager is the person who’s actually responsible for getting it done. So thinking about those different levels of where people have to weigh in so that you’re not, you know, waiting on this, you’ve got this long list of pages, you have to go through ten people thinking about people’s different roles on that accountability scale could be very helpful, okay? And then another thing that you can do in addition to getting a person involved is think about how you’re presenting to yourselves, the work that needs to be done. So, like i said, it doesn’t work to just have a system generated email land in somebody’s email box, and nobody knows it’s there one of the things that has worked for us is to do a chart and the amount of red on the chart shows how many pages have past their expiration date on the site and visual yeah, eso to share that publicly and then there’s a sense of sort of shared accountability like, oh, how did the red get so big? And i’ve actually had the editors say, wait, can we wait just a couple more days before we make the next charge? Theo? Yeah, exactly out of the rain. It looks so much better if we could just getting forty eight, forty eight hours. Yeah, exactly. And so figuring out what the right tools are to motivate and and get your people feeling the urgency about it, i think it’s going to be different for every organization that’s one that’s worked for us. All right? We still have another couple minutes together, like, another three minutes or so. What? What else do you want to share that we haven’t talked about yet? I mean, one of things that we sort of end the session on is that people should make a road map for themselves. What? What should they be doing? As you know, is a result of thinking about this. What do they think they need to do immediately? That might be doing a sort of friend and sweep of the site and figuring out like, oh, my god, we have that, you know, what’s new section that hasn’t been updated in two years or, you know, put out the immediate fire is the low hanging fruit, as we like to say, so make a road map of what do i need to do this week? This month? What do i need to do over the next six months? What do i need to put on a schedule for next year and just really plotting out? What did you and making yourself unorganized way to think about it cause there will be it’s like anything? Lots of anxiety around this issue? Oh, god, and it really is i was doing it wrong, or i’m worried about it, but just really just try and plan it out, map it out and think about where is the biggest thing you need to put your attention on with the resources you have, kerry wanna add anything? Just that this is never challenged, that anybody has completely conquered, and even though i’m up here, you know, sharing tips and wisdom that have we’ve come across our site is not up to date entirely, you know, we haven’t gotten rid of the red on that chart, it’s, very brave of you and well. I’m sure if you poked around hard enough, you could find something that was obviously out of out of date. So it’s also being kind to yourself and acknowledging that this is something that you’re going to be working on for a while. All right, we have to do a shout out. Tio sarah, sarah, durum who’s the cold herself president or ceo and president the grand poobah i call her the big big duck of big. Alright and today your birthday have hurt the chariots. March forth it is four. So happy birthday sorrow they sarah happy twenty nine. Yes, of course. And she’s been on the show. She’s wanted me to get you for some time now. Here we are. Here we are. All right. We’re gonna leave it there. Thanks for having us. My pleasure. Thank you very much. Kira farrah trompeter is the vice president? Maybe someday i don’t know. I don’t know. I like it. So it spread like vice president you do. Alright, vice president of big duck. They’re consulting agency thinks a lot about brands and reputation in new york city. I’d like to visit your office any time. And kira marchenese very good, thank you. I names are important. See she’s, the senior director for digital strategy and platforms at the environmental defense fund and again farah kira, thank you very much. Thank you, thank you, stony martignetti non-profit radio coverage of ntc non-profit technology conference twenty fifteen at the austin, texas convention center thanks so much for being with us. My thanks always to everybody at inten the non-profit technology network loved being at that conference each year, and i’m sure i’ll be there next year. Also next week it’s our twenty fiftieth show next week we’ve got giveaways in studio guests all the regular contributors have a comedy sketch, live music, a new sponsor and lots more going on two hundred fiftieth show fifth anniversary of the show we’ve been doing this each week for five years be with me next week are two hundred fiftieth show july twenty fourth. If you missed any part of the two hundred forty ninth show, find it on tony martignetti dot com opportunity collaboration with world convenes for poverty alleviation it’s an outstanding unconference that will ruin you for every other conference it’s over ninety three percent sold opportunity collaboration dot net our creative producer is claire markoff. Sam labor, which is the line producer show social media, is by susan chavez, susan chavez, dot com and our music is by scott stein. Thank you, scotty, with me next week for non-profit radio. Big non-profit ideas for the other ninety five percent. Go out and be great. Hey! What’s not to love about non-profit radio tony gets the best guests check this out from seth godin this’s the first revolution since tv nineteen fifty and henry ford nineteen twenty it’s the revolution of our lifetime here’s a smart, simple idea from craigslist founder craig newmark yeah insights, orn presentation or anything? People don’t really need the fancy stuff they need something which is simple and fast. When’s the best time to post on facebook facebook’s andrew noise nose at traffic is at an all time hyre on nine a m or eight pm so that’s, when you should be posting your most meaningful post here’s aria finger ceo of do something dot or ge young people are not going to be involved in social change if it’s boring and they don’t see the impact of what they’re doing. So you got to make it fun and applicable to these young people look so otherwise a fifteen and sixteen year old they have better things to do if they have xbox, they have tv, they have their cell phones. Me dar is the founder of idealist. I took two or three years for foundation staff, sort of dane toe. Add an email address their card it was like it was phone. This email thing is fired-up that’s why should i give it away? Charles best founded donors choose dot or ge somehow they’ve gotten in touch kind of off line as it were on dno, two exchanges of brownies and visits and physical gifts. Mark echo is the founder and ceo of eco enterprises. You may be wearing his hoodies and shirts. Tony talked to him. Yeah, you know, i just i’m a big believer that’s not what you make in life. It sze, you know, tell you make people feel this is public radio host majora carter. Innovation is in the power of understanding that you don’t just do it. You put money on a situation expected to hell. You put money in a situation and invested and expected to grow and savvy advice for success from eric sacristan. What separates those who achieve from those who do not is in direct proportion to one’s ability to ask others for help. The smartest experts and leading thinkers air on tony martignetti non-profit radio big non-profit ideas for the other ninety five percent.

Nonprofit Radio for July 10, 2015: Reach The Rural And Marginalized & Discovery Visits

Big Nonprofit Ideas for the Other 95%

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Oppcoll 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. Oh, i am very glad you’re with me. I’d bear the pain of mass toid itis if i had to hear you say tony, i missed today’s show reach the rural and marginalized osvaldo gomez reveals lessons learned as he used online mobile and cloud technology to improve healthcare outcomes in hard to reach communities. He’s, technology director at upleaf we talked at ntcdinosaur non-profit technology conference hosted by the non-profit technology network and ten and discovery visits thes one on one meetings are critical to your prospect research maria simple, our prospect, research contributor and the prospect finder make sure you’re getting the most out of them. She also shares her recommendations for summer conferences throughout the us that will help your prospect research on tony’s take two important legal stuff responsive by opportunity collaboration that working meeting that unconference on poverty reduction that will ruin you for every other conference. Here is osvaldo gomez from auntie si. Welcome to tony martignetti non-profit radio coverage of the non-profit technology conference it’s day two were hosted by intend the non-profit technology network and we’re in austin at the convention center. My guest is as valdo gomez he’s, technology director for upleaf. Welcome, osvaldo, thank you for having me, it’s. A pleasure. Your topic is using technology and online communication to reach rural or marginalized populations. Excellent that’s, a riel niche topic before we before we get into it, and we have plenty of time to do that let’s, define the rural and marginalized. How do you consider those? So i think that the most important thing is to understand that. There are lots of populations that could be considered rule. Remember, analyzed the most. The most obvious one is hispanics. There’s, obviously a language barrier. There’s ah, you know, on documentary me grant. So are other circumstances that by default, you assume that it’s a somewhat marginalized population, then when you add up hispanics that live in rural areas, then they kind of have the double warming. Okay? We’re very hard people who are very, very hard to reach exactly online. Kind of off the grid. You all right? Do they have? And this is really dangerous. Got nowhere generalizing about lots of different populations. Exactly. But we’re talking about the hispanic population because the work was with the hispanic access foundation. Yes, correct. Okay. All right. So how can we with with recognizing that were generalizing? Yes. They didn’t have mobile devices largely. So that was very interesting for us to learn. When we started working with the project, we realised that the the word three things that could help us first is online communication. Because because you are it’s, a nationwide effort, it’s really hard to get to everyone in person. And there was a grassroots component to it also yes, there were. I don’t want to take you off your way have plenty of time don’t want and so they it was hard to get to everyone in person and they was also expensive to get to everyone through attritional media. If you do tv it’s very expensive. So the obvious choice was to go online. Okay, online number one. Exactly. Then the next one is mobile devices and mobile devices helped us. No, no, not just in the front and just, you know, because people like you are saying there’s a high incidence of smartphone use there is there’s there’s good penetration? Yes, even among the marginalized in rural. There is this ok and then but it didn’t also didn’t on ly helped us there. But it also helped us in the back in for us to actually run the operation. So when we were doing aggress receive into then it made sense to have the staff that was running the event using in their case it was ipods and using a mobile device because it allowed them to do data entry on this part. Okay, so for the back end also there was that there. Was online. And then is there a third of that is yes. Oh no eso so we said online communication and we say mobile devices, the third big part of this was clouds services, okay? And that is kind of the perfect pair for mobile devices, because then you have this holy infrastructure of this whole team on a national level connected and connected are low cost, which was really important because obviously it’s a non-profit it’s, not unlimited funds. And so those three things were the ones who allowed us to really reach this population. And what we proved with this project was that using online communication, mobile devices and cloud services, you can effectively reach rural or marginalized populations at a national level with a very small core team on a low budget. Alright, very exciting. I love i really i love the niche so let’s dive into it. What were the first steps? So what we did was essentially use a whole host ofthe tools to get to do to do this. We didn’t discard mass media. Well, let me ask you first, what about assessment? Determining where the people are, what they’re levels of connectedness are well, that was easy. There’s there’s a lot of information about distribution of hispanics and in our presentation, there’s a very cool map that shows you the share of the population for county that is hispanic. Ok, so there’s this’s and this is all in the us exactly, and and that the census is of the first go to place, and then it’s very easy to flag where to go, but in their case what they did, because obviously this has to be funded, so they had to prove the concept. And so they started in houston with one community, and when it went really well there, then they expanded to five communities and then more and more, and then four years later, they’re reaching eighteen states in the united states. Obviously, the goal is to get toe all state offgrid taken incremental with a community and then a bunch of states which is that’s a big leap on praveen eighteen states exactly and it’s very important to prove to the donors that the money’s will spend that you’re doing a good job, and so they’ve been doing that very effectively, and i think that the those eighteen states have bean chosen based on you know where you’re going to have the biggest impact. Of course states like texas, california winning first, how were they able to measure? And we can go? We can come back to this later on just you’re just sort of overview. How were they able to measure outcomes or definitely had an impact? The biggest tool that they used was a sales force system on this system was what the field team used. We’re on their ipods on the field, and it was what the people in washington had also available in this system runs the entire operation. And so everything that happened if you attended an event that data was entered, if there was ah, say that ran on your show that was logged, and ultimately once you put once you do all that data entry and in a decentralized way so that every user does their part, then because you have an integrated system, it all comes together, and then you can report on it more effective. Okay, so so the outcomes were points of contact. That was one part of it. The other thing was, first of all, we would do we still do post event surveys, so we collect data from people, and we collect data from the speaker about how the event went, how what you learned, and we kind of tried to gauge whether they actually learn the talking points of the okay. All right, so it was more than just a contact. But what was learned exit from the contact of the event, exactly. The other thing that we did make love sense they’ll think what it was a huge population study to evaluate whether not only they learned because there’s through three stages for for behavior to change, you have to have knowledge about, you have to know that there’s a problem, you have to be motivated to change, and then you have to have access to the resources you need to change. And we’ve been addressing all three but to be able to prove that the last one, the access and the action took place and we need it to we needed to do a study. So we did, and we proved that when you were able to educate people through a grassroots event with a community leader that they trust and kind of build that knowledge and create the position of risk. For example, we did a one big part of what we did was cancer, breast cancer and colon cancer prevention. Yeah, i was going to ask you about what some of the messages were, but go ahead, we’ll get to that. Yeah. And so for that you have to actually make sure people got tested screened exactly. Eso this study allowed us to prove what the success rate wass and, you know, out of all the people that attended this event that received the information, the motivation and was made available resource is for them to go get tested. How many actually did get this all right? And the results were very good on dso we’ve bean just building on that and improving over the years to make sure that that we reach us many hispanics as we can. Okay, really cool. And of course, you mentioned sales force. You’re doing this on a low budget sales force, of course, donated except for non-profits i think it’s up to ten licenses, i believe. Yes, that right salesforce’s free for non-profits. Well, the first and licenses are donated, and then you get a huge discount for the one after that, okay, it’s huge on for these organization in particular. So far, they’ve received three hundred three, six thousand dollars worth of donations part of that or most of it from sales force. But a lot of that also from google through the google non-profit program they run google ats donated by ghoul okay, one hundred percent you’re tuned to non-profit radio tony martignetti also hosts a podcast for the chronicle of philanthropy fund-raising fundamentals is a quick ten minute burst of fund-raising insights published once a month. Tony’s guests are expert in crowdfunding, mobile giving event fund-raising direct mail and donor cultivation. Really all the fund-raising issues that make you wonder, am i doing this right? Is there a better way there is? Find the fund-raising fundamentals archive it. Tony martignetti dot com that’s marketmesuite n e t t i remember there’s a g before the end, thousands of listeners have subscribed on itunes. You can also learn maura the chronicle website philanthropy dot com fund-raising fundamentals the better way so let’s, talk about some of the tools that were used, so we’re we’ve we’ve touched on sales force. Yes, dribble used ripple. Yes. That’s that’s a quaint listeners, maybe more, probably more familiar with word preston droop a lso. Explain what dribble is drew police, a condom management system platform and it’s being used very widely. The white house website is built on drew people really and so it’s, very popular and very robust and it’s amazing the nuggets you can learn on non-profit radio. The white house platform is not is not word press or even customized. It’s ah, droop a little bass. Yeah, all right. And so there was non-profit radio. I’ve been telling you for years. Listen to me. Listen to osvaldo. And so the main thing is, whenever we chose the technology was is it open source? Or is it donated or discounted? Because no, the savings are remarkable and so do people was what we used for the front end sales force for the back end. But then they also because this is a distributed team throughout the country. They needed to be able to claret. And so again with a google for non-profit. Program, they were able to get google maps for free and so their e mail their calendar, they can do hangouts and collaborate and and also have a share, dr using google drive and so using all of these tools, they’re able to stay in touch, to stay connected on to coordinate. And this goes not just to do the core team in washington, but they also gave ipods to the field team to the community and faith based leaders in the community so that they could stay connected with this network. So they expanded their teams through volunteers essentially very, very effectively, through the use off the mobile of isis on the clock services and, of course, online communication to distribute the information. All right was was was more of the communication mobile based than than online because because there’s a greater penetration of mobile devices than there is desktop and laptop computers. So what we try to do is i mean, i guess i mean mobile native or was it was a more online and then mobile mobile optimized exactly that’s the that’s the the key because of cost it’s very for non-profits it tends to be prohibited. To have a nap for every platform. Especially when you have to. Do you know it’s andre for so many different devices. And so web apps or web solution’s make more sense. Okay, okay. Let’s, turn to the grassroots component of this. Because that was important. A huge yeah. Very important was not just online with, i guess local community organizations that are trusted in the low in the local place. Exactly. And trust that he’s a key word. Because, you know, an undocumented immigrant is probably not going to trust on outsider to come and tell them. Let’s. Let’s, gather you all in this room right now and talk to you. And so being able to reach them through the church that they attend, or through the community center in their community that they already trust. And the people eating there that they already trust andi, instead of having an outside and talk to them, have the leaders that they already know talk to them about the specific topic was very, very, very important. So the organization try to engaged these leaders on dh. Right now, the network is two thousand people strong throughout the united states about more. Than two thousand leaders throughout the united states are connected to this organization engaged by this organization and participate and lead these events that are happening as we speak that’s, the hispanic access foundation. Yes, we’re all the messages about rest in colon cancer. Well, that was part of it. The address they have for areas there’s, education, there’s, health, of course, and the kid. The cancer project, is an example of that. There’s also finance on dh. There is the environment, and the reason why these four are important is because in the case of finance, what, what they realized this. You have to help people improve their lives throughout, if, if there’s, no money, there’s, no health, and so being able to. And the main thing for for immigrants is. Being in the numbers being in the statistics and so submitting your taxes, even if you’re undocumented is huge because if at any point in time, in future there’s immigration reform, you have to have that history that you’ve bean reciting innis they file your taxes compliant for years exactly all right, all right, and that’s a huge thing because there is no tradition in america of doing that. So educating people that in the united states you do have to file tarsus taxes regularly is a big deal. What were the outcomes you were measuring in thie environment, part messages. So the thing about the environment is that when you pull hispanics, they’re all very aware of it. They were aware that you have to preserve the environment, that climate change is important, but many times, even though they want to a lot of hispanics living or been city in urban areas, and they don’t really get out much besides a lot of doing a lot of work and so being able to create a world, especially among the youth, that all these national parks are available to you that you have to take care of them if you go to a national park you take care of. It was very important because he created this more well rounded. How did you measure citizen? How did you measure the impact of those national parks announcements? So the idea is beyond announcements we actually organized tours and took people there. And so the post, sir, the post even survey was very important to gauge how how many people numbers attended the tours and what they’re what they learn and how they felt. Definitely excellent. Excellent. And what about on the education side? Were the messages there? There was a lot about making sure that the people can, first of all, with those very interesting price about distributing books two, two hispanics and creating their habit of off reading of learning. So so that was a big part of it. But i think that the most important take away is that it is possible that a non-profit with a low budget, a small team can really use thes three tools online communication, mobile devices and cloud services to reach very hard to reach populations effectively. Yeah, excellent. All right, now we still have a good amount of time left. So tell us were there any other tools besides the a dribble sales force and and the google maps that were that were important? Yes, so they’ve used a whole whole host of things. So one one, because this is all valuable, i mean, even if you’re not trying to reach rural and marginalized pompel definitely in terms of low cost, valuable, you know, really helpful tools for for non-profits we’ll definitely yes, whatever whatever work you’re engaged so well, what else was valuable? So they important thing i think we think sales force the top exchange what the application store that they have is very important because there’s a lot of free it’s, a sales force petition store, the ap exchange, okay, okay, and they having these aps available for free was huge because it allowed us to expand the infrastructure and do more things than what the course ellsworth system can do at a very low cost. The most important one for them was project management, and you can imagine running in national operation with a bunch of volunteers spread throughout the country, how hard it could be if you don’t have the system in place to manage every little to do and organize things and so there’s a free up in the ap exchange called milestones, pm milestones milestones piela all right, there’s, a free program management tool that you can just installing your in yourself was application and having it in one system was huge. There are others that are there’s. A lot of you know is outstanding to me because first of all, sales force is free. First ten first, ten licenses so let’s do. Our audience is small and midsize non-profits excesses him. They probably don’t need more than ten licenses, but anyway, but then there’s a deep discount beyond that. But then the then the everything in the ap exchanges free. Well, not everything but a lot of it, but just wanted this project management, which is again called milestones being ostomel p m free, so free sales force and then free add on and obviously valuable because it’s, managing a project of two thousand volunteers across eighteen states, exactly really outstanding. What what other tools can you share? So the other thing that we did was looking for whatever was donated, open source or discounted and so in terms of email marketing, very good. Response has a at that point, when we started, i think they’ve changed a little bit recently, but they had this donation program that you would get the first ten thousand emails for free and so for them it made sense to start without because it gave them a in an instant saving, even if they had to pay for the extra write emails he gives them gave them just like socials gives you this instant push, and so but the beauty of it is that it integrate two cells were so they could go toe one place and do everything they needed to do so. Vertical response there’s an app in the exchange from vertical response that allows you to integrate it into cells. Whores it’s remarkable that’s outstanding these air this a great great resource is really alright. I’m adding vertical responsible list now that’s that’s um that’s! Excellent! What else could please more? What else should we use? Share don’t don’t hold back with tools are there so i think that they being able to when you, when you combine all the key tool that i think it’s very important to understand that they would didn’t exist. A few years ago is this mobile devices in the case, in their case, the ipod and they they had ei paso were connected to a cell network so they could be moving around and doing that entry. But even if, even though it’s not donated or free having a tool for a relatively low budget that you can distribute two people, you know, remote for them to work remotely is huge and being able to use all of the other tools sales for his google labs and all this stuff through this device really empowers people on what we saw was, you know, a pastor that’s, sixty years old and had never had access to a device like this, getting training and having so much enthusiasm for learning to use this tool and then realizing that it really helped them, even if it was a little scary at the beginning, it really helped him do what he wanted to do, which is help people. All these people, they’re not any for the money, obviously. So they really want to help people. And when you give him a tool that allows them to help more people, they just love it. Love that of the story of the pastor let’s spend a little time our last couple minutes on lessons learned on the the and the grassroots level, so we talked a lot about the digital onda technology side let’s talk about the the personal side, the people side of the grassroots work, some lessons learned there, yes, so the key thing for us was don’t go it alone, partner, and the profits are very good at doing that partnering, but in this particular case, it’s key because you can’t go into a community that is already a little off the grid and pretend to be an outsider and be heard and access people, and so being able to to go to get to these community through people they trust was very, very, very important. Now, these people also need to be able to trust you as an organization. And so a lot of the work that the spending explanation did was reaching out to these pastors, getting them into a room on dh, showing them everything that was in the works. Everything that we’re doing, this is our this is even how we’re handling data. This is how we’re handling privacy if we collect data from an undocumented immigrant, we’re not sharing that with anyone and creating that trust between the organization and the leader was important because if the leader trusts you, then the committee trusts you and i think that’s the biggest takeaway from this there there vouching for the larger organization exactly local leaders are vouching for exactly they’re putting their name on the line. And so they want to know that you are really for real trust critical both between the organization and the leader and the leader and and the people. And then you’ll get the third you get the third leg of the triangle between the people and the organization, exactly, little by little. And then okay, well, then i would say, and then the messages will be trusted except by little. Sounds like there’s something there? Yeah, so? So even so, we’ve been at it for a few years on dh. What we’ve seen is that you go in the first time pastor or the priest, in some cases, partners with youand brings people in and educates people the first time the attendance might not be. You might not feel the room the next time you do, on the following time, then they they asked for, and i think that there’s a real need for information people just don’t really they don’t feel comfortable asking for it. Yeah, all right, but but they they open up? Yes. Okay, we have another like minute and a half or so. What else? On the personal? The grassroots organizing side. Other other lessons there? Well, the other thing is don’t be afraid to use technology. This story about the pastor that was kind of scared of the beginning. It was very easy for everyone at that point to say, well, let’s, just not do that let’s go to back to paper latto pencil on paper, but that has a huge cost over the long term, especially for you to actually measure impact and don’t and so don’t don’t not being afraid off putting people out of their comfort zone and telling them let’s, do this let’s do it together and it’s okay is important. And i think that that was a big lesson for for me, because a technology guy, i thought, everybody, we’re going to say, just say, yeah, sure, that’s it, andi, wasn’t it? Took some convincing but beeper system because ultimately, once they get used to it, then it becomes something that they can’t work without. Oswaldo gomez, technology director for upleaf very inspiring story that’s outstanding. Thank you very much for sharing. Well, thank you for having me at my pleasure. This is tony martignetti non-profit radio coverage of the non-profit technology conference and t c twenty fifteen. Thank you so much for being with us love the story that he shared lots of valuable information, even if you’re not trying to reach the rural and marginalized, but just about free and very low cost resource is excellent. One let’s do live listener love and let’s start abroad. Seoul, south korea always with us gratefully. I’m very, very grateful. Anya haserot soul guangzhou, china ni hao, we’ve got jakarta, indonesia very glad you’re with us live listener love to jakarta and tokyo, japan also very frequent listeners. Konnichi wa in bangladesh, we’ve got listener in dhaka i’ve been there. I spent a day in old dhaka but spent several days in ah in the capital generally welcome dhaka and also in brazil. Camp in ious live listener love how about domestic ridgefield? New jersey. My dad used to teach in richfield ta ta ta ta ta ta. Instrumental music in the elementary schools in richfield, new york, new york. Thank you very much for being with us. Cranford, new jersey, hubert, north carolina and oxford, maine. And i believe oxford main maybe. Read stockman. He was tweeting that he is listening in maine that maybe read live listener love main north carolina, new jersey, new york. Thank you very much for being with us. Tony stayed too. And the open movement coming up. Uh, pardon me. The discovery visits air coming up. See, i need an intern so i could blame someone when i make a mistake like this. Tony’s take two and discovery visits coming up. Where’s the intern to blame. But first i got to talk about opportunity. Collaboration. It’s ninety three percent sold now. It’s, thea unconference in x top of mexico for non-profits around the world grantmaker zoho social impact investors, venture capitalists, academics and companies. If you’re working to reduce suffering anywhere in the world, you need to be at o c. There are no plenary speakers. There’s no power points. Every session is in a circle. Obviously collaborative three hundred fifty people and there’s lots of time. Deliberately set aside for meeting each other. I was there last year. I’ll be there in october. I did get my reservation in opportunity. Collaboration dot net. The video this week is a new entry in the non-profit radio knowledge base. Important legal stuff. Jean takagi. You know who he is? Our legal contributor and the longest running contributor to non-profit radio uh, four years. He’s been with me four years. He’s, the principal at the non-profit and exempt organizations law group in san francisco. That’s his, you know, that’s, part time gig. But most of the time he spends with non-profit radio he’s been with the show. As i said four years and i chose the best stuff from his four years. And i added it to our knowledge base. And the video is at tony martignetti dot com that’s tony’s take two for friday tenth of july twenty seventh show of the year. You also know maria simple she’s, the prospect finder, a trainer and speaker on prospect research. Her website is the prospect finder dot com. Her book is panning for gold. Find your best donor. Prospects now, she’s. A diet of dirt, cheap and free. You can follow her on twitter at maria simple. Welcome back, maria. Maria so i give this screen here. How are you? Where you been? What’s going on there? What do you think? That’s? Too much that’s. Too much. I had myself on mute while you were doing on minute announcements there. Sorry about that. Um, i’m glad you’re with me. Welcome back. Absolutely. Thank you. Pleasure. We’re talking about discovery visits today. These, uh, he’s let’s, define the discovery visit. And then once you explain why you think they’re so critical, the prospect research well, you know, as prospect, researchers, unfortunately, we don’t have access to every little piece of information that would be useful for you. As you’re thinking about cultivating or soliciting someone so actually sitting down face to face with a donor is going to yield so much insight about what motivates them, why they love your organization and potentially yield larger gifts for you down the road. I blogged this a while ago, and it may be one of the first times that you and i met online because you commented on it. But i don’t think you were on the show at this point. But i blogged the value of face-to-face meetings and i was not. Diminishing prospect research online and all through all the resource is that you and i have talked about from chambers of commerce and libraries toe online resource is wasn’t diminishing those, but yeah, the value that you get from having lunch with someone i happen to like doing it over meals, but whether it’s over meals or a meeting in their office or a site visit to your place, those could be great buy-in you just pick up so much just by talking to somebody for for an hour? Yeah, yeah, and and definitely even in the body language alone. So you start steering that conversation in a certain direction, and you see people getting uncomfortable or fidgety or ah, in the opposite way, if maybe they start leaning in and leaning forward and looking like they’re really engaged with with what you’re talking about, perhaps a new program that you’re looking toe launch and get funded, all of that can yield so much great information for you. Sometimes it could be a little awkward. You hear things that you, you’re not sure how to document, and we’ll talk about the importance of doing that, like, you know they don’t really like the ceo or your boss? You know, are there glad that you’re at the lunch with them and not this other gift officer? Yeah, and you do have to be careful about that. How you document that? Because, you know, a donor does have the ability to walk into your organisation at any time and say, let me see what donorsearch crowds you have on me. So you think you would want to document it in as a subject in an objective manner i should say objectively think of yourself as a a nen vested gate of reporter, right? When you’re trying to write down what the comments were so you might, you know, just right, you know, they did not seem particularly interested in the new x y z program and period end of story. Now we’re talking about the documentation it’s critical to save this in your hopefully have a cr m database, right? A donor database, cr m someplace this has tio this information you know, it’s what we call, i guess institutional memory, right? And you’re not going to put me in jargon jail for that? Are, you know, that’s a pretty straightforward one. Okay, i don’t join you for a while if you as a development officer or is an executive director, sit down and have a conversation with someone, and then you decide to leave the organization a year later. Ah, and then the new person takes over and goes in and has a visit with this long time donor sort of starts asking that same set of questions that donor’s going to kind of look at him like, don’t you already know this? Because i’ve already talked to your predecessor about what my interests were, etcetera. So you really do need to make sure that you are taking, you know, the time and it’s time well worth, you know, spent just documenting what happened during the conversation. What were the critical point? What were the things that need to be followed up on? You know, maybe it’s a timing issue, maybe they say, well, you know what? This is a really bad time for my family right now, but in two years we feel that our finances will be in a different situation, you’ve got to get that documented and that’s an ideal example of one of the many, many things that you’ll find out from talking to somebody that you’ll never find online or any other resource is it’s talking, you gotta you gotta drop people out and and they love your work, otherwise they wouldn’t be meeting with you, so they’re happy to talk about what it is they love how, how their situation can impact your organization. I mean, positively or negatively, you know, like you’re saying, this is not a good time for us, you know, we just had a downturn in my business or from death in the family or, you know, whatever i mean, stuff you’re not going to find out anywhere else than talking to people, you’re absolutely right. And, you know, one of the interesting things, too, is you sometimes when i’m having conversations with with a non-profit maybe it a networking event or at a conference or something, and i’ll last generally how is your fund-raising going and then steer the conversation towards you know, well, you know, when was the last time you had a chance to meet with who you would consider to be your top ten donors? And they kind of look at you like, uh, am i supposed? To be regularly meeting with donors. Oh, boy. Yeah. That’s ah, that’s yeah, that’s where the person in charge of development needs to be stewarding and managing up the, you know, the sea level people and that maybe that’s only one person may be the ceo is executive director is all there is but that, you know, yeah, yeah, you’ve got to be managing up and making sure that these relationships are nurtured with your your most important donors, your most important volunteers as well. Yeah, and if you don’t have the time to do it as a staff member, get your board involved. This is a perfect role for a board to get involved in. Even your board members who say, i hate to ask for money. I’ll do anything for this organization. Just don’t make me ask for money and it’s so simple for them to just go in and have it it’s really a conversation, you know, you can provide them with, you know, prompt them with a list of questions that they might consider asking this individual. But it really is a conversation all about discovering what is this donor-centric about why are they giving any? Money to you at all when you know when did they start and, you know, where do they see themselves going with your organization? As a consultant? I do hardly. And, you know, i don’t i don’t meet with donors and potential donors alone ever and very few of the visits that i am on our discovery visits, you know, where we don’t know the person all that well, but when i was a director of planned giving at a couple of colleges, i should do these all the time, and i remember my head’s spinning with oh, i don’t remember that, but i’m trying to stay in the conversation, too, but you can’t take notes while you’re having lunch, but i remember my head swimming over my gosh, i can’t remember that and that. Oh, and this news about his sister and that relationship, you know? Oh, you know, but there’s so much too, and you get back to the office and you just have to spill it all out, and i agree with you, i usedto have ah, client who said never write anything about someone with potential donor or donor at anybody boardmember that you wouldn’t want them to read basically the same standard you had when you said someone could come in the office any time and ask what you have on them. That’s fine, you know, today with with technology having advanced right, i’m hoping that people who were in those positions that you were holding at that time in the plan giving departments and so forth are using their smartphones and the recording feature not to record the conversation, but afterward, one the meeting has ended, and you’re getting back into your car or getting to a quiet place, you know, in, you know, a different space or something like that. Just data dump it right in by voice because you can speak a lot faster. Most people can speak much faster than they can write or type, so why not just get it in that way? And then if if you needed to, you know, use a transcription service of some sort to then get it into a print format and then edited from there, i think you know, that could be a particularly great way to use technology. Yeah, great. Cool tip. I like that. You’re right. You can dump into a voice memo excellent. I also like your idea of using board members for this purpose idea we’ve we’ve talked about it, but good many times, but good to mention that also, this is ideal for board members for organizations that have a prospect research person, do you think that these contact i’m going to call them contact report? Because as we used to call him at the colleges, right? Should they flow through the prospect researcher? Or should they go right into the c r, m database and then it’s a prospect researchers job follow-up and read them? How does? Because the prospect researcher is the the focal point of a lot of this, the prospect activity? How should this info get to the to that person? Well, you know, it really again depends on the size of the department and the type of cr m that you’re using and who has access to it because some will allow you no board members to have access and others won’t. So then clearly, if it’s your boardmember that needs to be providing the information in many cases, they’re not going to have access two, uh, to that database, so don’t need to get it to that prospect, researcher some other way. If it is ah development officer who does have access to the database. And i do recommend that they inserted directly themselves. If it’s a small organization, if it’s a larger organization with multi level, then, you know, you would want to make sure that there are certain procedures in place for me. No, but certainly the prospect researcher in some way, shape or form should be alerted that there’s been an update to that record in case there’s, you know any additional updated information that they need to provide? Yeah, right. It could be a simple is ah, niu new email address or you are. Whatever a new relationship. Um, i know in the in the colleges where i worked which bigger organizations that the prospect researcher was the like. I said the focal point, and they would pull out something from a prospect research report that would say, oh, you know, i should. This is consistent with this other contact report that i read for this other person done by a different gift officer. And these two need to be talking to each other for whatever reason that was always that was always the done through. The prospect researcher i don’t know is that it makes sense to you. Yeah, yeah. Does absolutely. And i can tell you that, you know, having attended various conferences in the past that are, you know, attended by prospect researchers. They would love to be on every one of these donordigital covering visits, making sure that the right questions get asked and so forth. Okay, so this should be from training there, maybe maybe training the gift officers by the prospect researcher. When again, when it’s an organization that has prospect research. I understand a lot of listeners. Organizations. Problem. May not. But if you do, should there be some training that the prospect researcher was doing for the gift officers? Yeah, absolutely. There should be some sort of training. And in terms of not only what they confined online, if they needed to find some information quickly. What are some of the go to resource is when they’re out on the road, etcetera. But also you know what? Air the typical questions you should be sitting down and asking of every single donor and prospect and, you know ah, good development. Officer, this should really be intuitive and second nature for them. But if there’s somebody fairly new in the role, or if it’s an executive director who is, you know, that that’s, it that’s the only person there is no development officer. Oh, and perhaps they’ve been so very used to running an organization, and on the day to day management of the organization that they really haven’t gone down the road of, of getting trained on, you know, how to ask the right questions to elicit the responses we need to move this prospect forward. We’re gonna go out for a break. Marie and i will keep talking about this a little bit. And then she also has, um, unconference dates coming up this summer. That would be valuable for your prospects, research or stay with us. Like what you’re hearing a non-profit radio tony’s got more on youtube, you’ll find clips from stand up comedy tv spots and exclusive interviews catch guests like seth gordon. Craig newmark, the founder of craigslist marquis of eco enterprises, charles best from donors choose dot org’s aria finger, do something that worked, and levine from new york universities heimans center on philantech tony tweets to, he finds the best content from the most knowledgeable, interesting people in and around non-profits to share on his stream. If you have valuable info, he wants to re tweet you during the show. You can join the conversation on twitter using hashtag non-profit radio twitter is an easy way to reach tony he’s at tony martignetti narasimhan t i g e n e t t i remember there’s a g before the end he hosts a podcast for the chronicle of philanthropy fund-raising fundamentals is a short monthly show devoted to getting over your fund-raising hartals just like non-profit radio, toni talks to leading thinkers, experts and cool people with great ideas. As one fan said, tony picks their brains and i don’t have to leave my office fund-raising fundamentals was recently dubbed the most helpful non-profit podcast you have ever heard. You can also join the conversation on facebook, where you can ask questions before or after the show. The guests were there, too. Get insider show alerts by email, tony tells you who’s on each week and always includes link so that you can contact guests directly. To sign up, visit the facebook page for tony martignetti dot com. I’m dana ostomel, ceo of deposit, a gift. And you’re listening to tony martignetti non-profit radio. Big non-profit ideas for the other ninety five percent. Got more live listeners in san francisco, california live love going out to there now podcast listeners and affiliate listeners. Did you think i forgot? How how could you live? Listener love always is accompanied by podcast pleasantries and affiliate affections very grateful to all the podcast listeners wherever, whatever device, whatever you’re doing love having you with us and all those affiliate listeners in the many stations across the country affections out to r am and fm affiliate listeners perish the thought that i would forget podcast pleasantries and affiliate affections. Maria, any last thoughts you want, leave us with on discovery visits and before we move teo unconference ideas. Well, you know, really, just to figure out what what is a donor’s? Why, right? That that’s, what you’re looking to get to understanding there? Why, um, to the heart of why they’re investing in your organization and, you know, try and use that language when you’re speaking with them, you know, why are you investing in us? What? What motivates you to continue supporting us? What do you like best about our non-profit? And you know what? Can we actually improve? So try and really elicit some good conversation from them and, you know, you’ve probably heard that old adage tony asked them for money and they’ll they’ll offer you advice and asked him for advice, and they’ll offer you some money. So, you know, it’s a great way to get people engaged in your organization, so don’t be afraid to start those conversations, even if somebody proposes something or says something a little bit on the negative side, take it as constructive criticism and look for areas of improvement. Yeah, you’ve got to hear the negative and a lot of what you’re what you’re suggesting comes out organically, you know? I mean, the person knows that you’re there to talk about the organization, you know, they talk about politics or hopefully you keep politics off the table. I always think that’s a bad idea for these kinds of visits, but yeah, they’re talking about the organization that’s, what the two of you have in common, so, you know, a lot of that stuff just gets elicited. I love this program, or i didn’t understand this or i didn’t know you’re doing this thing, but i just read about it in the newsletter and you know that stuff. Uh, i mean, you’re right ask if it’s not coming out, but a lot of times, it just happens organically because right that’s what you have in common. That’s what? You share, right? Right. All right. So, uh, you gots unconference ideas for us? Prospect researchers like to meet during the summer. Yeah, absolutely. So the biggie for prospect researchers is the international conference that happens every summer for apra, which is the association of professional researchers for advancement. And this year, the conference takes place in new orleans. Metoo and it’s going to be july twenty second to the twenty fifth, and they actually also have a new researchers symposium as part of that uh, they have a full day symposium just for new researchers. So this is a great way to get i think, you know, a full day in ah dedicated to a newbie. And, you know, if you’re just getting your feet wet in this whole thing about prospect research, that might be something well worth while attending. Are you going to the international conference? I will not be going this year. I’m actually attending other conferences, but you know, this one is definitely if you’re thinking about prospect researchers this truly is the one to consider. You know there are fall conferences that you know, we just missed a few conferences that are more regional. So, like in new england, there’s, an organization called nedra, the new england development research association, they they had a conference in april was not researchers look okay, let’s not look backwards, let’s go forwards, but but the good thing about it is that some of those organizations will still put the presentation’s in power point on the website so still perhaps worth just checking into even if you book market for next year. If you’re in those regions, certainly something to think about seeing what what have they shared from the past conference cause you might be able to just do a little, you know, your own online learning are these all apra chapters that we’re talking about? Yeah, yeah, they really are there. They’re more regionalized chapters of research association years ago, i spoke a couple of apra chapters, i think in new york and new jersey years ago, back when i know i’m not even sure i was consulting at the time, maybe more than twelve years. Ago, but glad they’re still around. Okay, what else? What else you got besides the international? Also coming up in arizona? There’s going to be a false symposium on the topic of campaigns and that’s going to be held november fifth through the sixth in tempe, arizona, so that might be one to consider and also in california, they have several events going on. The california advancement researchers association has several things on their website, so i’d be glad to share some of these links on your facebook page, if you like and then people can check them out and if they’re in those regions and see if they want to attend. I love it. Why did you do that? As a comment to the takeaways that’ll be posted around four o’clock eastern today? Sure. Okay, that’s outstanding. We still have another minute or so left. What’s ah what’s going on in? Oh, i’m sorry. Are there other conferences or that you got it? That’s covers it. You know, i think because several have already passed. Those were the ones that i really found that i thought, you know, were sprinkled throughout in different places that you might consider going. Tio okay, sounds good. Tell me, uh, yeah, now we just have about a minute or so, right, sam? So what what’s going on in your world, what you’re seeing among your clients in our last minute, you know, well, i’m definitely seeing a tick up in activity, capital campaigns and so forth. So, you know, it’s great to see that that good news came out with e-giving yusa numbers, and i think that that generally just kind of buoys people a little bit and their spirits. So i am seeing more activity and more research request because of these larger campaigns and the need to research some of these high net worth individuals before visiting them. So in general, i think it’s it’s all good news, okay, i’m glad you’re optimistic looks. You’re so upbeat. Andi, you’re going to be back with me in two shows on july twenty fourth for the two hundred fiftieth show. Yes, you’re going to here in the studio. Cool. I will. All right, looking forward to it would be nice to have you institute a sze yu were not made a cz we would say in latin i’m fluent in latin is a worthless skill, but thank you very much. Good to see you. Good to talk to you. Thank you. You’ll find her at the prospect finder dot com and on twitter at maria simple. Next week, two interviews from the non-profit technology conference walked to work, walking as part of your work day as an integral part of your work day, not a break from it with beth cantor and re to sharma. Also keep current after launch. Farrah trompeter and kira marchenese help you keep your sight current after a redesign in two weeks as i was just talking about july twenty fourth, two hundred fifty of show five years of non-profit radio, we’ve got giveaways, music with scott stein comedy a new sponsor i’m going to introduce and much more going on two weeks, july twenty fourth, two hundred fiftieth show be with us if you missed any part of today’s show, find it on tony martignetti dot com opportunity collaboration with world convenes for poverty alleviation, an outstanding unconference that will ruin you for every other conference opportunity collaboration dot net, our creative producer is claire miree off sound. Liebowitz is the line producer shows social media is by susan chavez. Susan chavez dot com on our music is by scott stein yeah, thank you, scotty, for that information with me next week for non-profit radio. Big non-profit ideas for the other ninety five percent. Go out and be great. Buy-in what’s not to love about non-profit radio tony gets the best guests check this out from seth godin this’s the first revolution since tv nineteen fifty and henry ford nineteen twenty it’s the revolution of our lifetime here’s a smart, simple idea from craigslist founder craig newmark insights orn presentation or anything? People don’t really need the fancy stuff they need something which is simple and fast. When’s the best time to post on facebook facebook’s andrew noise nose at traffic is at an all time hyre on nine am or eight pm so that’s when you should be posting your most meaningful post here’s aria finger ceo of do something dot or ge young people are not going to be involved in social change if it’s boring and they don’t see the impact of what they’re doing so you gotta make it fun and applicable to these young people. Otherwise a fifteen and sixteen year old they have better things to dio they have xbox, they have tv, they have their cell phones me dar is the founder of idealised took two or three years for foundation staff to sort of dane toe, add an email address card it was like it was phone. This email thing is right and that’s, why should i give it away? Charles best founded donors choose dot or ge somehow they’ve gotten in touch kind of off line as it were on dh and no two exchanges of brownies and visits and physical gifts. Mark echo is the founder and ceo of eco enterprises. You may be wearing his hoodies and shirts. Tony talked to him. Yeah, you know, i just i’m a big believer that’s not what you make in life. It sze, you know, tell you make people feel this is public radio host majora carter. Innovation is in the power of understanding that you don’t just do it. You put money on a situation expected to hell. You put money in a situation and invested and expected to grow and savvy advice for success from eric sacristan. What separates those who achieve from those who do not is in direct proportion to one’s ability to ask others for help. The smartest experts and leading thinkers air on tony martignetti non-profit radio big non-profit ideas for the other ninety five percent.

Nonprofit Radio for June 26, 2015: Get Your Emails Delivered & The Open Movement

Big Nonprofit Ideas for the Other 95%

Our Sponsor:

Opportunity Collaboration: This working meeting on poverty reduction is unlike any other event you have attended. No plenary speeches, no panels, no PowerPoints. I was there last year and I’m going this year. It will ruin you for every other conference! October 11-16, Ixtapa, Mexico.

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My Guests:

Harmony Eichsteadt, Brett Schenker & Laura PackardGet Your Emails Delivered

(l-r) Harmony Eichsteadt, Brett Schenker & Laura Packard at NTC 2015.

You probably don’t know if you have an email deliverability problem. You need to hear what Gmail preserves about your mail actions and how those impact what gets delivered. What’s a honey pot email? Harmony Eichsteadt was an evangelist at NationBuilder; Brett Schenker is email deliverability specialist with Every Action; and Laura Packard is a partner at PowerThru Consulting. We talked at NTC, the Nonprofit Technology Conference, hosted by NTEN, the Nonprofit Technology Network.

 

 

Carly Leinheiser &  Craig SinclairThe Open Movement

Carly Leinheiser & Craig Sinclair at NTC 2015.

Carly Leinheiser and Craig Sinclair reveal what this movement around Creative Commons, Open Source and Open Data is, and what it means to distribute or use content, code or data from an open source. Carly is an associate attorney at Perlman + Perlman. Craig is digital media manager at Manhattan Neighborhood Network. Also from NTC.

 

 


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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. I have to again welcome katie artie in davis, california, our newest affiliate, ninety five point seven fm really glad you’re with us. Thank you so much, katie. Artie davis, california oh, i’m glad you’re with me. I’d be stricken with ginger vel stippling, if i had to speak the words you missed today’s show, get your emails delivered you probably don’t know if you have an email deliver ability problem. You need to hear what gmail preserves about your mail actions and how those impact what gets delivered what’s a honeypot email harmony eichsteadt is evangelist at nation builder brett shankar is email deliver ability specialist with every action did you know that such a profession even exists? And laura packard is a partner at powerthru consulting? We talked at ntc non-profit technology conference hosted by non-profit technology network and ten and the open movement. Carly leinheiser and craig sinclair revealed what this movement around creative commons, open source and open data is, and what it means to distribute or use content code or data from an open source. Carly is an associate attorney at perlman and pearlman craig is digital media manager at manhattan neighborhood network, and that is also from ntcdinosaur on tony’s, take two fund-raising fundamentals, my other show, we’re sponsored by opportunity collaboration, that working meeting that unconference on poverty reduction that will ruin you for every other conference here is get your emails delivered from and tc welcome to tony martignetti non-profit radio coverage of day two of ntcdinosaur non-profit technology conference twenty fifteen we’re hosted by n ten the non-profit technology network and we’re in austin, texas, at the convention center. My guests are harmony eichsteadt brett shankar and laura packard, and their topic is the secret science of email deliver ability. Harmony is an evangelist for nations nation builder brett shankar is email deliver ability specialist. We’re gonna learn all about that at every action, and laura packard is partner at powerthru consulting harmony. Brett laura, welcome! Thank you. We’ve got we’re starting something new with the each interview today. On day two, we’re featuring a swag item and i’m wearing the first first item of the day from from at bay here’s my at pay t shirt password sucks. There you go. Swag item number one for ntc day number two we’re gonna pile them up. Let’s, i’m going. I’m dying to hear from the e mail deliver ability specialist because i before i learned about this session i didn’t know that such a job exists but i think it’s very it’s going to be reassuring to people it’s not nothing it’s scary at all but it’s scary i think it’s way need one. Maybe that we need them but i think it’s reassuring to people what does an email deliver ability specialist do day to day day today, pretty much i spend every waking moment making sure that every e mail sent has the best chance of getting to the inbox. All right, cool. It is reassuring. And other people are there. And the topic is the secret science of email deliver ability. Um, laura, why is this a problem? Why? Why? Yeah. What? What? Why? What? The problem is that many e mails don’t go to their intended recipients. So they go to spam or that i don’t get delivered. Why? Why is that weird that we’re going to talk about today? Why is that? Yes. Ok. And how to prevent it? Yes. And the problem is that people don’t even know it’s an issues so they don’t know what they should be doing. Tio make it better. They don’t even know harmony. We don’t even know it’s a problem. Yeah, i think i think a lot of times people don’t know it’s a problem and they don’t know how to even go about thinking about what it means to get an email to the right person or what they might be doing wrong that prevents the email from getting to that person. Okay, all right. What? Just generally because we got plenty of time together. What the hell’s going on in the networks that that creates a deliver ability problem. Well started really the focus of the email long time ago where it was the size you talk. Teo press. He talked to your investors. You talk to your board, any of those people and it’s always. How big is your email list and that’s what they cared about? And that was the focus over time, you know the shift of email providers like google yahoo all them of helping their clients and their customers to be happy changed over the years, so back in the day used to be just content, you know, nigerian scam stuff like that, but now its change tio, how people are interacting with your lists and it’s been a fundamental change, and really, unless you do e mail deliver ability or email full time, you have no idea that this change happened and it’s really relatively in the last two years that this changes really occurred. So now listen, eyes doesn’t matter anymore, but people are still focused on that there’s ah report by return path that came out not that long ago and thirteen percent of all e mail went to spam or when to spammer missing last year twenty percent, thirteen percent and ah, really talking about it at the panel, but i’ve been doing ah white paper and study and found on giving tuesday it’s closer to twenty four percent for non-profits is going to spam so almost one and four messages already get in there at the end of your fund-raising we’re talking more like eleven percent, and you do the math on that it’s a lot of money, it’s a lot of lost opportunity, so it’s just a very different focus emails in a very different place than it wass you know your tour go okay? Even that recent okay, past couple years, email shifts literally daily. Okay, so we got a good amount of time together to spend now that we’ve got some motivation out of the way on what to do about this harmony let’s start right here. What what what’s the first tip, you khun strategy suggesting you got sure. So i think the first thing i would say i mean there’s lots of really technical things, which i think is why it’s important to work with places that had email deliver ability specialist, i’m not one, but we’ve got one as well to help really focus on that. But even if you’re not super technical, i think the biggest thing you khun dio is just think about email andi remember that there’s actually human being on the other end of that and that you want to talk to them like they’re human beings, so don’t yell at them over and over again with the same message if they’re not responding, think about how different people are going to want to hear. Different kinds of messages remember to talk to them more than just once a year, so not just on giving tuesday, but build a relationship throughout the year. So sort of remembering that it’s actually human being and thinking about how human beings like to communicate, i think just that alone will start to increase your email deliver ability, really, okay on those are all very good suggestions to minimize them at all, but i don’t see how those what’s the connection, how short of those impact deliver ability, which is determined by our automated system. Totally so i think, sort of what bright was saying with the way that your emails will get delivered is based more on the engagement of your list in the size event, so if you’ve got to really engage list, then more of your e mails will make it to the inbox, and the way you get a really engaged list is that you talk to people about the things they care about, so they open your emails, right? So if i e mail you about something that has nothing to do with your life, you’re not going to open that email, maybe you’ll only open the ones that relate to your state or it’s a topic you care about, but if i make sure that i’m smart about only sending people emails about things that are relevant to their interests or their location, then that means more of the time you’ll open the emails for me, which will then increase your reputation over time. More of your e mails we’ll get into the in box, which increases your engagement, and it sort of becomes his virtuous cycle. And for those who are listening to the podcast and don’t have the benefit of video, lots of nods from brett through anonymous is unanimous recommendation. I’m still trying to get to the science of this. How does how did the automated filters is that okay? We’re doing. How did they know how engaged your list is? So ah, just like so many things out there, what google, yahoo, hotmail all them know about you and your email habits is freaky. Google literally measures how long you spend opening your email before you delete it or click down two microseconds so and they know who that email is from. Yeah, so they will know by the from address, they’ll know from the i p that sent from the headers that are in the email, like so many things they’re able to track who was sending it and all together they measure it so it’s everything from did someone open it? And did they immediately bleed it? Did they just delete it? Did they ford it? Did they reply back? Did they move it from their spam box that their inbox that they move it from the in box to a folder all that’s measured son of a gun, i’ll email this is what female is. Yeah, gmail is actually the one of the hardest all preserved. Yeah so gmail last occurred in a couple years old. It was like twenty seven percent of all e mail sent to gmail goes to spam. They talking to people at gmail. They don’t even know all the rules. It’s very it’s hidden like they don’t want everyone to know everything so they don’t want anybody. They don’t want one purse because they don’t like making the system yeah s oh oh my god! What they measure it’s freaky and then there is when it all started way back in the day of the first span was something like the seventies, i think, from there it’s, it’s, basie and learning so they have this algorithm that’s learning from everyone’s reactions and doing its best to figure out what to do with the emails. We kind of joked it, it’s, it’s, skynet, it’s, this learning system that sooner or later is going to rise up and take over it’s intel beyond intelligent to making these decisions millie’s the decisions and the fractions of a second remarkable you’re tuned to non-profit radio tony martignetti also hosts a podcast for the chronicle of philanthropy fund-raising fundamentals is a quick ten minute burst of fund-raising insights published once a month. Tony’s guests are expert in crowdfunding, mobile giving event fund-raising direct mail and donor cultivation. Really all the fund-raising issues that make you wonder am i doing this right? Is there a better way there is? Find the fund-raising fundamentals archive it. Tony martignetti dot com that’s marketmesuite n e t t i remember there’s a g before the end, thousands of listeners have subscribed on itunes. You can also learn maura the chronicle website philanthropy dot com fund-raising fundamentals the better way dahna oppcoll laura what? What else? Beyond the engaged lift, i would be careful how you obtained emails in the first place. Make sure that the people that are on your list want to be there, that you don’t just swap a list with somebody, and the people don’t even know who you are, let alone want to hear from you because those people are not going to be engaged, and they’re going to bring down the quality of your list. Okay? Okay. Anybody want to amplify the watch? Watch where you get your your your list from armani i think that’s so important. There’s in many ways, i think email deliver ability is sort of like the dark arts it’s ah, a colts and tricky. And we don’t know all of the things that they do, but way no, some of them and one of the things that could be really dangerous is that there are, like, honey trap emails that will be on a hot list way. Have a jog in jail on that radio and you are ah, severe e severe offender what? Let me explain what was the phrase again? Honey, honey trap email, honey, dropping their email. Address is set up to catch you if you buy a list of emails. So if you buy a list, one of them could have been set up by google. And they know if anybody said ditigal to it you’re on a list very calming. They seed? Yes, that are potentially going to be sold when they just seat every list in case it’s ever solve it. So they do it a couple ways. There’s. So these are also called spam traps and there’s really like two types. There’s what snow is pristine and then you can call the others, like basically used or expired addresses. Recycled tons of different terms. So the proceeding are never used as a real address. So they will put in on a website for bots to pick up. And they literally throw it out there to get caught. They want you. They want boss to steal it. And then if it winds up clearly it’s, not organic, they didn’t sign up. Because there’s, no way in hell this is used on. And then the recycled address are all the dresses that have gone out of use. And then they flipped him after a time. Period six months to a year, depending on the system. Some of them are like a couple months. And basically, if you’re not cutting your list and getting rid of these addresses, clearly you don’t really care about your list. I’m maintaining your list, right? So at that point, you’re bad dahna gun and then it becomes very hard to get any of your emails in teo an inbox once you’re, in fact, once you’re a known offender, yeah, yeah. Big nods. I love the way. Laura what? What? What? What? What? What if you are a known offender? Is there? Is there any rehabilitation possible? Well, if you are running into deliver ability problems when the first things you should do is cut off, the people that haven’t been responding recently to your emails just stopped emailing them on ly email to the people that are engaging with your emails. You, khun slowly add back-up people and then see what happens, but you need to go down to your known good list and just use that for a while until you break through all of these algorithms on these eyes peace so that you could get be delivered again. Okay, so, it’s, sort of like rebuilding up your credit. Yeah, you get you get a a card that has a fixed amount that you paid in advance. You have to rehabilitate your reputation. It’s. True. Wow, it’s, what a lot of people would describe it is it’s a lot like credit in that. Like a new organization with a new list. These email providers don’t know who you are, so they give you a very low credit limit. Yeah. And you have to build up a good reputation, and sooner or later you’re good. And you can free much. Do what you want until you cause trouble. I have ah, have a threshold question. We gotta go back to what you said earlier on all three that you may not know. You have a problem. But aren’t you getting bounced back? Oh, are you know? Are you? Not all the time. Getting bounce backs. Anybody? So yes and no. So you get bounce backs, but bounce backs might not be a sign of anything horrible. It could just be that in box was filled. That’s that’s amounts that’s. Innocuous? Yeah. That’s. Not certainly not your fault. Right. Exactly. Under it could be just the system was down at that time, which is actually really common tubes break all the time, and i think yahoo always kind kind of goes down, um, so that could be an issue or could be the account just doesn’t exist anymore or shut down. And then what happens is least withy spam traps and honey pots is they’ll bounce it for six months, maybe a year, and then at that point, they cut it off. So if you’re swapping lists or buying lis, especially for someone that has a horrible habit, you won’t necessary no, because they might not be bouncing anymore. I always call it when i’ve described it is it’s an std they’ve been with someone than they knew someone that may have been some sewing span transmitted disease transmitted and then, you know, you catch something and you might not know it’s a problem. The best description effort from anyone it’s, zombies and that’s one or two is not an issue sent earlier. The horde shows up and you’re you know you’re out of luck at that point. Okay, you need to do some serious work. Alright, cool. All right, thank you go ahead, laura. Also, every mass e mail provider handles things a little bit differently, so you may or may not see big flashing red lights. You may or may not know that there’s a problem. Okay, weinger absolutely, it depends too on where you’re looking and if you’re actually going to check to see if you’ve got bounces. Esso, i think depending again on what provider you’re using, you may not be even clicking on the place where there are the big red flags. Okay, okay, brett let’s not turn to you on ly teo amplify suggestion. But let’s say, have you given organic suggestion? This is again. We’re back now, tio avoiding deliver ability problems. I think the biggest is cut the list. That’s. The one thing no one does, very few folks dio is you cut your list. You want it small, lean and active. You know you might have a million person list, but if only a thousand people are opening and clicking it’s not really impressive. Five five thousand person listened. Five thousand people are opening click it’s way better than the million person list but that logic and that thought, isn’t present generally. People looking more at the vanity metric. Yeah. How many money? Like how many likes it got in my face, it’s that activity people on my list outdated thinking, very outdated. Okay, other suggestions? Yeah. Good. You should try to get a replay. Latto raise your hands very subtle, but it is very, very thoughtful. Thank you. You should try to get your list to engage more because that’s something else that the ice piece are looking at is how many people are opening, clicking, taking action. All right, i gotta be gotta be tips for what can we do? Right? So send out, send out an action to your list or send out a survey. Something that people are going to want to engage with because just reading your emails may not be good enough to get you out of the ditch. A simple ah, simple forward. You’re some call the action we’re looking for is that right? But it’s gotta be measurable. Yeah. Don’t just do not not pick up the phone. That’s no good thie email services. They’re not going. Yeah, the iast piece are not going to recognize that. Not yet. Okay, wait, if they’re coordinating. With another exactly could that’s not that’s? Not inconceivable. Alright, what whether what little tips we got for simple calls to action survey surveys are massive. People love to talk about themselves to a survey, especially if they’re opening it at work and they want to procrastinate what they’re doing and they can spend five minutes filling out a survey, i think that’s okay, surveys cool forward is good. We got another one and be very specific to the individual. I’m in mind. I think if you asked, i think a lot of people here, they probably send the same e mail to everyone. Yeah, it’s crazy. You know, to e mail should be the same that you’re sending out. It should be very tailored to the individual and very specific to their wants and how they signed up in what they care about. The best example i always gave his corporate world’s amazon. The e mails you get from amazon are beyond tailored. I mean to the obnoxious level like you go look at a item, they’ll email you, what, two days later with that item and here’s a whole bunch of other suggestions there’s, no other email it. Looks like that that goes out and that’s what we’re all striving moving towards personalized email beyond beyond so it’s supposed to have a list of a modest size? Maybe our listeners are small and midsize non-profit so let’s, take a five thousand person list small in the big scheme of email, what do we need? A we need a service, teo, help us to personalize to this granular level that we’re talking about. What? Well, no, we don’t we don’t. I mean, i think what you want is to have a system where it’s, easy for you to tell a lot of different things about people, so, like, which of those people follow you on twitter and which of them don’t? Because you could say, hey, thanks for setting up for the email list would also love tto engage with you on twitter to the people who don’t write which people are your donors, which people aren’t, which people live in texas versus california, you know which people have r s v p for events in the past versus haven’t and all of those things tell you a lot of different data, so you could say cool here’s our people in texas who are donors who come to events, we want to send them a specific email about that. Like, thanks for all of your participation this year. That’s. Really wonderful. Actually, you could gather this by one of the other suggestions. Have a survey exactly, have a servant. Now you’ve got a bunch of data and it’s and it’s targeted to that person because they because we know that they click through on their e mail link to the service. And they told you what they care about. Yeah. Yeah, if you d all right. Okay. Okay. Excellent. But the others, i mean, depends how they sign up. Like, if you are organization, that takes on many issues and you have an action that’s, very specific. You know, that person cares about that action, so you should test it out and see if that’s the one action they care about, you know, there’s some orders that i know do environmental and maybe banking too, or some of its and they’ll send the banking stuff with environmental people, which makes no sense because that’s not what they care about. So, you know, paying attention to how they interact and where they sign up and what actions they take is key. The simplest is just the donor’s at the end of the year. If someone’s never donated online, why are you sending a fund-raising ask so ask him to do something else a way we kind of year. I know you’re getting a lot of donation ass. How about share this instead? And then maybe their friends will donate because they’re not going to donate. You’ve asked him one hundred times. I don’t think the hundred first is going to get him to chip in five bucks, so ask him do something else, okay, let’s, stick with the deliver ability recommendations. We got another suggestion for improving deliver ability. I think another one is just tow. Have your emails be simple? Like a lot of times, people want them tow have you no borders and embedded videos and, like get really complicated, but just because that technology exists doesn’t mean you should use it and the most delivery ble emails have no videos, maybe not even any pictures or just one. They have simple subject lines. Onda more complicated. You get the hyre rapid reputation you have tohave to even. Get in an inbox because it just looks really spam metoo the filters now, but video is increasingly recommended in email. Now bread is on the fence about that. Not so much. When i hear the wreck. I know it’s being recommended it’s being recommended it’s not supported in a lot of email providers that’s the other thing is, you know, what looks good in gmail doesn’t look good, and yahoo doesn’t look good on gmail on the phone versus female on the web, it’s all different, your email will look different in every single provider we’re just talking about this on the list were i don’t know if you’re on the list was they were talking about jeffs, and so it was like, yeah, a moving image. Okay on dh that’s becoming more maurin emails beyond video because it supported a bit more, but someone’s, like i got to do this and i was like, no, because you have outlook users and it doesn’t work in outlook, so unless you know who’s an outlook, you shouldn’t be sending this. So what does it look like that just a square with a question mark in the middle of it broken. Images just will be an image that’s not moving. So unless you’re first images solid it’s, it looks really goofy on dh there’s, entire services that are built up, just a handle, that sort of stuff and you could do amazing things and our ally on it is amazing and impressive, but i mean that point you really no need to know what you’re doing, okay? And we’re starting to get that. Now you need expertise. I help you with your email. So if budget is an issue, better to keep it simple and linked to late link to the video somewhere else, will ya? And you can take us screenshot of the video. Really that’s right? Laura, you got another one? Well, i agree with what harmony said about keeping it simple and also make sure that your emails perform well on mobile because more and more email is being opened up on mobile devices on smartphones on tablets. It’s a third orm or it might even be half from more these. Yeah, so you need to make sure that your emails do well on mobile because if it doesn’t look good, half your audience is going to give. Up, that’s pretty standard with bulk email provider’s, isn’t it yahoo? I don’t mean i’m a male chimp. Not so not so standard. Really? The mobile trouble optimization? No. Now i know i’m not really all right, so you need to investigate their decent there’s more than just using their mobile responsive template. Okay, there’s. Much more than that. I mean, like a great example would be what you have in the email if you ask her fund-raising ask in the and people are reading in a mobile, then you might need to make it really easy to give money. So if they’re landing page off that moment, mobile is difficult. You have to fill out a whole bunch of fields. It’s wasted too much trouble. Yeah, so it’s beyond just, you know, using their templates. Your image has to be a right size. Your form. It has to be a certain way, or your ass will be a certain way. It’s not just using a template. Uh, okay. And if if your organization has been around a while, probably your email templates date back a couple years, and they’re probably not mobile optimized. All right, we have. Ah, we have another minute and a half or so roughly let’s share some more. I mean, you guys were talking for ninety minutes. Gotta beam or what have you, what have you not shared yet? Don’t don’t hold out. Or we can go into more detail on something you’ve already share. My i think the big one is don’t get on your high horse, i think a lot of non-profits political organizations feel that they can do whatever they want when it comes to email and that’s not the world that we live in there’s very set rules, no matter what the law says, many of them hide behind, like the spam actors can spam in the us, but there’s more than just that when it comes the laws. So there is a legal aspect to all of it, and i no idea what a lot of time with shawn gets busted and they always hide behind that be like, no, we could do whatever we want we’re non-profit or a political organization that’s not true, and i’m just like i they don’t care. No, they think your mind is gmail, yahoo all them. They have clients and customers to they need to keep them happy. So you’re sending e mail cost them money so they don’t care. This isn’t the post office. Where there? Yeah, okay, yeah, harmony. I think my final thought would be that email isn’t the only thing out there and it should be part of a holistic strategy so good you should think about multi-channel total, exactly text blasting and phone calls and social media and door knocking and there’s lots of ways to talk to people on dh you don’t even know email can seem to be the easiest cause you just hit. Click if you’re thinking sort of your long term goals. It’s not necessarily the most effective thing and it’s not the only thing out there if you want to just include all of your options, including all the social channels. Naturally. Okay, laura, anything you want you want end us up with i would just say that. Keep in mind just because you want to send something doesn’t mean that your audience wants to receive it, that you need to keep them mind their wants and their needs and make sure that you aren’t talking just teo hear yourself speak that you are delivering your information in a way that your audience wants to hear it or they will too now. Okay, you guys, have you done your panel already? Later? Today you’re gonna have a lot of fun. I can tell your audience is your audience is gonna love you. Okay, i’m gonna recommend yours. I wanna thank you very much. Thanks. Thanks, everybody. Thank you. They are harmony eichsteadt evangelist for nation builder and brett shankar. Our email deliver ability specialist with every action. And laura packard partner at powerthru consulting. Thank you again. Thank you. This is tony martignetti non-profit radio coverage of ntcdinosaur profit technology conference. Thank you for being with us. I can’t send live listen love this week by state and city because pre recorded but live listener love does go out to everybody who is listening live labbate that’s not really so well stated. But, you know we love our lives, listeners, affiliate affections. All our affiliates throughout the country. Thank you so much for being with us. Thank you. Thank you. And again, katie. Artie, our latest and, of course, the podcast pleasantries over ten thousand of you listening. Maybe while you’re doing dishes. That’s. What? Someone told me lately. Listen then, whether treadmill, subway, car laying in bed, wherever it is. Whatever device podcast, pleasantries toe all of you. Tony’s take two and the open movement coming up first. I got to talk about opportunity, collaboration it’s an unconference it’s, an ex top of mexico for everybody working in poverty alleviation, there are non-profits from around the world you connect with people who can help you do your work. There’s lots of free time, deliberate free times you can meet people, make friends, figure out how you can help each other. It’s over eighty five percent sold out i was there last year. I’m going again this year. Amy sample ward will be there this year. There’s no plenary speakers there’s no power points every session is in a circle it’s collaborative opportunity collaboration three hundred fifty people from around the world getting together around poverty alleviation if that’s your work, you need to check it out at opportunity collaboration dot net i host fund-raising fundamentals for the chronicle of philanthropy that is my monthly podcast that is only a podcast never streaming live and it’s only ten minutes. It’s ten minutes once a month, and it’s devoted to fund-raising we’ve covered grants, events your board fund-raising planned e-giving major gif ts major gift relationships annual gifts mobile giving anything related to fund-raising that’s what’s on fund-raising fundamentals so if you love non-profit radio, then you might also love fund-raising fundamentals and there’s info on it at tony martignetti dot com it’s, also at the chronicle of philanthropy website, which is philanthropy dot com and that is tony’s take two for friday twenty sixth of june twenty sixth show of the year twenty six twenty six here is also from ntcdinosaur thie open movement welcome to tony martignetti non-profit radio coverage of the non-profit technology conference and t c twenty fifteen were in day to today we’re in austin, texas, at the convention center. My guests are carly leinheiser and craig sinclair. Carly is associate attorney for perlman and pearlman in new york city, and craig sinclair is digital media manager for the manhattan neighborhood network, and then then welcome from new york city. Both of you, thank you, and i’m there. I’m based there as well. Your seminar topic. I love it contributing to the commons strategies for using open licenses. I say i love it because i think there’s a lot of things that people have heard of, but not really sure what they what they mean or what they’re doing, what they want to be doing. Um, craig let’s, let’s, start with you. What? What? What’s the, uh, what’s the open movement open movement is the idea that everybody knows what they can use and share. Basically, i’d saythe digest it simply that when somebody creates something they usually doing it for-profit and it tends to be close that you have to buy it. That there’s vendor that there’s somebody there’s a transaction financially involved there open movement usually means you can share something clearly with somebody else about having to change hands with money. There may be something else you’re exchanging instead, but it’s being able to make sure everybody has access to it. Full access, carly, anything you want to add to the overview? Yeah, i think there’s also some particular philosophical points that go along with the open source movement specifically, which is sort of the older, open most men. One of the ideas with open source software is this idea of software freedom, so that you, as the user, should have the freedom to look at the software that you’re running and understand how it works. And not only do that, but then be able to make modifications to that software and then and then you can share those modifications, so you sort of add to the world of free software that’s available for everybody. But this focus on thie idea that user should have freedom to look at. The tools they’re using is important. It’s sort of the idea of being able to open the hood of your car and see how it works on dh model for modification is well, right. Okay, cool. Um, what’s the best way to start should weigh. Begin by talking about the three creative commons open source and open data. Those is that okay? Yeah. Yeah. I mean, that’s that’s. Sort of. The basic idea are these. What are creative commons? Open source and open data, right? So i guess a better way to describe it is they’re sort of different categories of works that are subject to copyright in different, different ways. So you have cultural works, which is what i think people usually think of when they think of copyright. So copyright a place of books, paintings, choreography, sculpture, anything that’s, a work of authorship that shows originality. S o copyright also applies to software in that source code is considered a literary work essentially. To put it simply on and then you have the idea of data, so data databases don’t have as much copyright protection. It’s sort of creative cultural works like i was describing, but if you have a sort of original or unique database, there might be some copyright protection there on then. There might also be copyright protection in the contents of the database. So if you have, ah phone book that’s, an alphabetical list of names. There’s, no copyright protection there, but say you have a database of, for example, the brooklyn museum isa great example. So they have ah, database online of all of their works. And you can search by license our or by works that are in the public domain. So they have a database that’s arranged by type of work and year and creator on and then the contents itself. Of that database being paintings and photographs are also covered by copyright. So then the open licenses are designed. Tio if you create a database or piece of software or cultural work, you could apply the appropriate licence to make your work open. S o that’s, where creative comments is creative commons licenses apply to cultural works to put it simply open source licenses to software and open data licenses to databases and their contents. Excellent. Excellent recitation. That’s. Perfect. Thank you. Very concise. Excellent. Craig, what is manhattan neighborhood networks interesting? This and that is that is that it’s the community access it’s, the union taxes tv from manhattan. Okay, and we have hundreds of producers who are making shows for us on a regular basis. And while most of it something they’re creating themselves, they may want music to go underneath that they may want to put an image up on screen. They won’t accept someone else’s video whenever you do that, unless you have a lawyer, you don’t necessarily know how legal it is on fair use in particular, which is often the thing that cited for re using something is open to such vast interpretation that usually the organization gets scared and we’ll say no, you can’t use anything else unless you have explicitly were viewed the copyright yourself or signed from someone whose organization being mn mn mn yes, on dh. Although we have for on air broadcast on television disclaimers off making it putting on producer, that still doesn’t. Help them! The organization may be protected, but we don’t want anything to happen to our producers over, so if they’re using something that has a creative commons license, for instance, which is simply the most common and popular of all the open license, nothing, they will know exactly what it is they can and can’t do with it. Usually we ask them to look for things that are non commercial anyway, because that’s then use it helping out somebody else in that field. But often, creative commons licenses will ask for attribution and to share alike, so when you’re using it, you’re also kind of giving back to the community because you are helping someone else who was a creator that shared something that you’re benefiting from and then you’re promoting them in turn by giving him a credit in our case on the television show and this is a nice way to kind of maintain the movement and paying it forward while you are producing you think excellent. So do you find yourself using open source and open data or not yourself? But your producers are they using those also for trying don’t really show much they thing. Is that sometimes we use the more without realizing it, so if you use the internet, the chances you’re using open source on a relatively regular basis you just don’t know because you may not go and look and see what tools have been used to make the site that you’re on. So were, for instance, a using open source is an organization because we used rupel content management system buy-in cvc aram to run our website and also our back and website, which manages all our producers, shed jewels or former television channels, all of our equipment and everything in an incredibly complicated initiative we’ve been involved with now since two thousand five called community media drew pool, so we chose that initially because we wanted to recognize is a non-profit that open source was more philosophically aligned with who we were, and we could tweak it and expand it as we needed. And yes, since two thousand five it’s changed pretty radically, but it’s incredibly stable and incredibly robust and weaken, we’ve been able to do what we’ve needed to make it available to our star from producers. Now pcrm is here, you and t c just stop! By have come of your own you love there there’s a there’s a lot of it’s, very rare to go to a place where people discuss their favorite sea around that you see that that’s what ndcc for exactly, but no savy ciroma fabulous! They also of the the open source efficient are those open source choice in many ways they very xero if you go into their convention, then you’ll suddenly realize the people there are the ones that make everything and they’re just so friendly and access. All right. Close community. Yeah, it’s really seriously around is very, very special place to call grayce kottler let’s, let’s spend a little time with well for both of you, but moved to carly creative commons. Now i see creative commons on youtube azan option for what kind of licensing you want your video and i think that’s a cz we’ve used both said it’s, the most common what exactly does it mean? So what does that mean, teo? Like if you upload a video to youtube, if you’re to apply that lesson period of comments to video, right, so so there’s six different creative commons licenses on dh they basically the different licenses have to do with what kind of restrictions you put on somebody’s use of your video eso you khun sort of most basic lana’s you just ask for attribution back, which means if someone were to take that clip that you uploaded to youtube and reason, they would have to credit you back-up if they make something there’s also share legs, if they make something new, they would have to put it out under the same license. They’re non commercial and no derivatives restrictions, no derivatives means they can’t change it, but they could redistribute it. S o if you actually, if you are blowing up to you to be there is also an option to choose the license on flicker a a bunch of other sites, or this is sort of getting more common. Um, that means you’ve sort of tagged your work with this license on dh, so you’re giving permission to anybody who comes across it to use it a song as they comply with those conditions. You’ve also made your work searchable by licence, which i think is a cool thing that creative commons does, so they when they talk about their licenses. They say there are three layers there’s, the legal code, the next layers, the human readable code because, you know, lawyers obviously we’re way don’t write things for human story on, and then the third layer is the machine readable code. So your computer khun search engines khun search for these licenses and actually creative comments is a search feature. If you go to search that creative commons dot com, you can put in what you’re looking for and you have an option to search clip art flicker, google image, search all sorts of different sites for works that you can use and you can put which conditions you want. So if you need something just for, like non commercial purposes, it’ll give you those. If you want something you could use for any purpose, i’ll give you that right about in the implementation of creative commons that m n n craig, anything like lessons lessons learned among your hundreds of producers, the main one is that no one, really you’re the in the field guys are no one really understands what copyright is or how it applies to them used to be that you would mail yourself something you’ve made registered post, it seems and not leave it unopened and now it’s away, but even for us is the broadcaster but some other community media stations it’s unclear whether it’s, the organization or the producer that actually then owns the copyright and no one is kind wants to sort of say they do or they don’t. Everybody that produces something kind feels they own it. So in explaining creative commons, it takes the world for people to grasp it, but when they do, they’re kind of amazed the issue tends to be that a lot of people in all spears feel that when they’ve made something they’re proud of, they deserve to be financially recompense for it on dh. What we’ve tried to say is it’s one of the things you can benefit from is you’ll be more likely to have it distributed if you’ve given it a license to share it because otherwise no nose and if they are, they may be doing illegally and all right? Well, they’re fine. Many, many examples of people illegally showing a thing on television to too many people are singing the song in the group, which had never crack down on when someone’s made it and put it out onto the internet in particular, you want them to be able to have it sent on. And i think, why you? When we’ve said, if you use creative commons, someone knows what they can do with it. And they also more likely to know who was created it. That has begun to get traction slowly with the long term producers. Okay. Like what you’re hearing a non-profit radio tony’s got more on youtube, you’ll find clips from stand up comedy tv spots and exclusive interviews catch guests like seth gordon. Craig newmark, the founder of craigslist marquis of eco enterprises, charles best from donors choose dot org’s aria finger do something that or an a a me levine from new york universities heimans center on philanthropy tony tweets to he finds the best content from the most knowledgeable, interesting people in and around non-profits to share on his stream. If you have valuable info, he wants to re tweet you during the show. You can join the conversation on twitter using hashtag non-profit radio twitter is an easy way to reach tony he’s at tony martignetti narasimhan t i g e n e t t i remember there’s a g before the end, he hosts a podcast for the chronicle of philanthropy fund-raising fundamentals is a short monthly show devoted to getting over your fund-raising hartals just like non-profit radio, toni talks to leading thinkers, experts and cool people with great ideas. As one fan said, tony picks their brains and i don’t have to leave my office fund-raising fundamentals was recently dubbed the most helpful non-profit podcast you have ever heard. You can also join the conversation on facebook, where you can ask questions before or after the show. The guests are there, too. Get insider show alerts by email, tony tells you who’s on each week and always includes link so that you can contact guests directly. To sign up, visit the facebook page for tony martignetti dot com. Dahna carly, anything more you want ad about creative commons before way, proceed. No, i think that probably covers it. Yeah. Okay. Okay. How about open source? Just remind us what open source applies to what kind of content? So open source supplies teo software essentially and there’s sort of two different philosophies. So a lot of people refer to it is free and open source after because they’re sort of the software freedom side that i talked about earlier and then there’s this idea of open source, which sort of focuses on the collaborative benefits of are the benefits of buildings after in a collaborative fashion. So the idea is you’re going to get better software if if the source is open, everyone can look at it. You have more eyes looking for bugs and issues, andi and then sort of people who start to use it if you’re free to modify you. Khun seo there’s there’s a feature i want that i don’t have. And i could just build that in. And then if you’re using a share like listens. So the most common share like license in the open source context is the gpl dig. A new general. Public license? Yes, if you’re working with softer that’s licensed under that license, if you make modifications and redistribute them, you have to share it under the same license. So that’s, how the commons grows in the open source context. Okay, okay. Craig, in the community what? One of the things we do with it is because i’m not a developer, but we’re using it. We give back in another way as well. So although i can’t be can’t country code back off, then i will find bugs. I’ll find issues i’ll post about them to highlight them for other people. All right, documentation. So i’ve used that i know how to install it. Maybe i know then how to configure it for different needs, that we have an ecosystem of people toe they recognized by using it that they’re not required to give back. But if they do it’s going to help everybody, and so there’s the general usually kind of for drew people in service. Erm from the one you get a default installation off it, and then you, khun, do whatever you want afterwards and you know that you have that strong base to build on and that is something which you, khun help then with the extensions that come along with it. We’ve also my last job in amherst, massachusetts smaller community tv station didn’t have enough money for a network hard drive for the building, so we used open source for hardware, and we bought we built something for probably a tenth of the market cost, just by having access to local people that want it there was that was what they want to play with. They were producers in the sense that they were technologists are over the television makers, and they would not have had this opportunity to use this equipment themselves because they could not afford it. We would have not been out to take advantage of their their skills over ways. And so we created a situation where we got something we needed for much more affordable and actually much more stable than we would have done by going into the market. I love the flourishing of the community and is the sort of equality of it and egalitarian and the country contributing. You got me wanting to say, contributing to the contributing, you know, i just, uh, it’s it’s just very inspiring. The movement is the movement is growing. Yes, growing. It’s your encouraged if you if you look at the piece that played the places and people who use open source it’s incredible. I mean, the white house website thing was the most famous first one to be using drew triple. But second, that we just learned this i’m not. I wish i wish she would set it first cause then i would admonish people you always should be listening to non-profit radio because in the last segment we learned that drew people is this is the the the back end of the whitehouse dot gov write remarkable love that yeah. Okay, so we’re encouraged the movement is flourishing. Hopefully, yeah, i mean exact conferences like this it’s interesting example to see how much open source there is compared to how much vendor options for the same thing and it tends to be the open source. Somebody will just have an idea they don’t have access to over resources. So they look around and see what there is and then they create. There were, like maker events and hackathons people. They they will often try and replicate something else. They’ve seen and in order to do that themselves, these are the tools they found on dh. Other ways. They will then make the tools themselves. So it’s it’s, kind of a nice way to express your creativity into the sandbox, where you were allowed to use all the toys and develop new ones that no one’s thought of. Yet. I love it. Carly let’s. Talk about open data for our data base. Sure, so i think the open data movement is sort of the newest movement. And so there there aren’t a ton of different licenses yet, but the basic idea is that open data again should be if you build a database, should be freely available for anybody else to use either with attribution or if you make modifications to the database of the contents. There’s there’s, a share like open database license as well that you can use. I think what gets tricky about open data is first of understanding. Um, what parts of the database are actually subject to copyright and where you need to worry about a license? Because, again, if you’re talking about a phone book, that’s just names alphabetically, there’s not really any copyright issues. Um, so and and the other thing is there’s this sort of weird concept of database rights, which we don’t have in the united states but exists in the european union and a few other countries and the idea there it’s not a copy, right? It’s ah it’s a protection in the investment that the database maker put into making the database on dh so they get some protection for that time investment and the ideas where those database right supply other people can’t use a substantial portion of the database without permission so creative commons in these open database licenses had to figure out how teo sort of waive those rights in additions, any copyrights in the database if you happen to be in a jurisdiction where they apply s i think that could be a little tricky, especially because if you’re just in the united states and those don’t apply, you maybe could use the database without a license at all, and you don’t want to sort of restrict people unnecessarily if they had the right to use the database in the first place since s i think those are those are some of the issues with open data, i think e think there’s also some entrusting things going on in big data generally where i think people are thinking about how to use large amounts of data and make sure you’re using it ethically and that you’re not sort of infringing people’s privacy and thinking about what your looking that so to me. That’s, that’s some of the more interesting er action in data, okay. And, of course, from the snowden disclosures an enormous, enormous topic. Okay, what do you mean, what? Do you have? How are you using open data were not really using at the moment, i think it is us thing come along, but i’m really interested in it because of what people are doing when they talk. You realize how much is being shared that no one’s aware ofthe so most of the times i’m i’ve come across its being a group like the sunlight foundation who made a prize application programming interface is for people to use and just not generous. Generous you are to explain a p i from listeners who may not know because theon non-profit radio we have drug in jail. You just you you avoided it completely durney probation? Not even i mean parole not even required grayce warrant sentence it’s one of the ones i think i have to say myself for a moment, if you ask me what? Actually that means in a more detailed technical way, we’ll reach a threshold printing quickly. Okay, you’re greek. They have, like looking at so federal state and local data means that you can use those for your organization and begin to filter it so you can find out about things like voting records. Or use of resources on dh then the everyone would be transit often. I just set right piece about baltimore had said it was gonna cost six hundred thousand, no way think six million dollars to do some project and take years. It took one guy a weekend to work out. He contacted his friends, who then build something in the next couple of days, just for fun and for free to show it could be done. So if there is data it’s off knowing yes, how open it actually is whether you are allowed to access it, and i think you’re right with snowden revelations, people are more cautious about this. They don’t want to trespassed against it, but when you realize that you can if you have access to it, find out this over information and use it to help people out. That it’s a very compelling topic, which i think next year at this conference is going to be a much bigger deal. Moron, open data to come. Okay, well, we’ll be at ntc steen. I think they’ll have us back. Are we gonna leave it there? Thank you very much. Reinardy leinheiser, associate attorney perlman and perlman and craig sinclair, digital media manager at manhattan neighborhood network carlene krauz, thank you very much. Thank you. Thanks for sharing and sharing openly on dh, but we won’t. We won’t make any modifications. Tony martignetti non-profit radio coverage of ntcdinosaur profit technology conference thanks so much for being with us. Lots of thanks to everybody at the non-profit technology network. I loved being at ntc this past march. Next week there is no live show it’s fourth of july affiliates. I will of course, have an excellent archives show for you. Got to take care of our affiliates. Affiliate affections happy fourth of july, everyone next week hope you enjoy your long weekend. If you missed any part of today’s show, find it on tony martignetti dot com opportunity collaboration with world convenes for poverty alleviation. It’s an outstanding unconference that will ruin you for every other conference opportunity collaboration dot net. Our creative producer is claire meyerhoff. Sam liebowitz is on the board as the line producer. The show’s social media is by susan chavez, susan chavez dot com and our music is by scott stein be with me next week for non-profit radio big non-profit ideas for the other, ninety five percent. Go out and be great. Hey! What’s not to love about non-profit radio tony gets the best guests check this out from seth godin this’s the first revolution since tv nineteen fifty and henry ford nineteen twenty it’s the revolution of our lifetime here’s a smart, simple idea from craigslist founder craig newmark yeah insights, orn presentation or anything? People don’t really need the fancy stuff they need something which is simple and fast. When’s the best time to post on facebook facebook’s andrew noise nose at traffic is at an all time hyre on nine a m or eight pm so that’s, when you should be posting your most meaningful post here’s aria finger ceo of do something dot or ge young people are not going to be involved in social change if it’s boring and they don’t see the impact of what they’re doing. So you got to make it fun and applicable to these young people look so otherwise a fifteen and sixteen year old they have better things to do if they have xbox, they have tv, they have their cell phones. Me dar is the founder of idealist. I took two or three years for foundation staff, sort of dane toe. Add an email address their card it was like it was phone. This email thing is fired-up that’s why should i give it away? Charles best founded donors choose dot or ge somehow they’ve gotten in touch kind of off line as it were on dno, two exchanges of brownies and visits and physical gift mark echo is the founder and ceo of eco enterprises. You may be wearing his hoodies and shirts. Tony talked to him. Yeah, you know, i just i’m a big believer that’s not what you make in life. It sze, you know, tell you make people feel this is public radio host majora carter. Innovation is in the power of understanding that you don’t just do it. You put money on a situation expected to hell. You put money in a situation and invested and expect it to grow and savvy advice for success from eric sabiston. What separates those who achieve from those who do not is in direct proportion to one’s ability to ask others for help. The smartest experts and leading thinkers air on tony martignetti non-profit radio big non-profit ideas for the other ninety five percent.

Nonprofit Radio for June 19, 2015: Smart Donor Engagement & The Right Database

Big Nonprofit Ideas for the Other 95%

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Opportunity Collaboration: This working meeting on poverty reduction is unlike any other event you have attended. No plenary speeches, no panels, no PowerPoints. I was there last year and I’m going this year. It will ruin you for every other conference! October 11-16, Ixtapa, Mexico.

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Rich DietzSmart Donor Engagement

Compare what you’re doing with takeaways from Abila‘s study of how donors want to be engaged and how nonprofits engage them. Some methods are on target; others miss. Rich Dietz is Abila’s director of fundraising strategy.

 

 

Michelle ChaplinThe Right Database

What are the steps to select the right database for your organization? Michelle Chaplin is senior manager of online fundraising at PBS. We talked at NTC, the Nonprofit Technology Conference hosted by NTEN, the Nonprofit Technology Network.

 

 


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Hello and welcome to tony martignetti non-profit radio big non-profit ideas for the other ninety five percent. I’m your aptly named host. Oh, we have a grand to affiliate. Welcome katie artie ninety five point seven fm davis, california while non-profit radio was on the road past two and a half weeks, i stopped by davis. I’m a program director. Jeff executive director autumn i toured the studio and i thank you very much for hosting me. Jeff in autumn and this is the california announcement that i’ve been teasing you about, and there will be another california affiliate coming but for today. Welcome, katie. Artie davis so very glad you’re with us, our newest affiliate. Oh, i’m glad you’re with me. I’d bear the pain of encephalomyelitis ridiculous if i had to think about the mere idea of you missing today’s show smart donorsearch gauge mint compare what you’re doing with takeaways from a bill, a study of how donors want to be engaged and how non-profits actually engaged them. Some methods are on target. Others miss rich dietz isabella’s, director of fund-raising strategy also the right database. What are the steps to select the right database for your organization michelle chaplain is senior manager of online fund-raising at pbs, we talked at ntcdinosaur non-profit technology conference, hosted by intend the non-profit technology network on tony’s take two, a tribute to rochelle shoretz responsive by opportunity collaboration, that working meeting that unconference on poverty reduction that will ruin you for every other conference. I’m very glad to welcome rich dietz he’s, director of fund-raising strategy at abila he began his non-profit career as director of a youth mentoring program in college. For twenty years, he’s been working in and with a wide variety of non-profit political and government organizations, as well as tech companies, focused on the nonprofit sector. The company is at abila dot com, and he is at rich deets on twitter. Rich, welcome to the show. Thanks a lot, tony. Glad to hear you’re. I’m very glad that you are. Where you calling from college? You’re in austin. All right. Austin is awesome. We just had and to see their non-profit technology conference where you were you there? I was definitely there. It was right in our backyard and actually found it harder to go to the conference when it was in my own backyard than when traveling, decide to drive in every day in austin traffic with us a month. I’m so yeah, i’m sorry. We didn’t meet there, though, but i met a bilich there, but i didn’t see you personally, but next year, you’re going to be there. You think in twenty sixteen? Most definitely okay. That’s san jose, i believe, isn’t it? Yes. I’m very excited because california from california originally lived in the bay area for quite a few years. I’m very excited that i just spent ah, weekend half moon bay. Beautiful. Yes. Very nice round the coast. Very, very nice community. Okay, rich, this donor engagement study. Why? Why do we need such a study? Well, we we did the study for a couple reasons. One we were looking at the industry and we seen way saw a bunch of other studies out there that talk to donors or maybe talked organizations and was trying to get this whole idea of why donors give you know what? What motivates them to give what makes them feel engaged? And we found that there was a lot of studies that looked at one or the other. But there weren’t studies that looked at both groups as a whole and then compared them to see if there was any differences, overlap, commonalities or actually holes in that and some of our concerns around that was, you know, fifty seven percent of donors each year are leaving organizations, you know, donor attrition, you know, we also see seventy four percent of non-profits admits that they don’t use donordigital to make program decisions on dh, that sort of, you know, concerns us a little bit, so we wanted to dig a little bit deeper into that. So we created the study, the donor engagement study, it was a survey of both donors, a cz well, as non-profit organizations we ask them a number of questions to find out preferences on engagement, so we asked the non-profit how do you think not, you know, donors want to be engaged with, and then we asked the donor’s, how do you actually want to be engaged with and then compared those and found some really interesting commonalities and some very, very interesting differences that attrition rate that you mentioned that we’ve had the other guest mentioned that seventy four, seventy five percent of donors leave an organization. Each year that’s, that’s startling it is startling in striking and and the way i usually tell people how startling it is. Let’s say you had one hundred, donors donate today in five years on ly one of those donors is still donating the organization that should scare you. And that should keep you up at night. Ninety nine percent over five years. Well, no, no, i’m saying it is the year over year, seventy four percent every year you’re leaving? Yes, yes. So after five years on ly one of those hundred still still don’t. Okay, so we could call that ninety nine percent attrition over five years over, but yeah, my gosh, yeah, alright, neverthought about it longer than okay on dh. How did you select the non-profits and donors to survey? We actually went to a research firm called ed research stuff just to make sure that we weren’t biased and how we we don’t want to just select our clients or just not our client. So we went to aa research company called research on and they did it all using, you know, the highest statistical standards. Ninety five percent plus confidence all of that fancy. Stuff that i don’t understand everything about. But, you know, i i leave that for smarter people, okay? Confidence intervals. I remember those confident from college statistics, like if you had ninety six percent confidence that’s, actually not very good, as i recall from i don’t know what i’m saying if no, no, i didn’t mean if this study had ninety six percent. I mean, in general, if one has ninety six percent confidence, as i recall from college statistics that’s not even very high, you want to be like ninety eight or ninety nine percent? I’m not imputing the abila study way haven’t gotten into yet there’s nothing to impute. All right, so you have some excellent takeaways, which we want to leave listeners with remember our our audience is small and midsize non-profits and they are certainly struggling with that kind of attrition, and we’re interested in the the commonalities, but also the misalignments in the disconnects between what donors are saying they would like or believe they’ve got and what non-profits believe they are doing or believe they ought to do so that that’s where we want to, we want to focus on these your your your first takeaway is that basics and fundamentals are very, very important most definitely in this is this was one of just one of the findings i was very excited about because i’ve been preaching the fundamentals and getting back to the basics for many, many years, as i’ve been consulting and teaching and training across the way, in fact, i have a master’s in social work, so i’m a social worker by trade and something we learnt about social work school is mathos hierarchy of needs, which which i’m sure most people on the caller are very familiar with and massive marchenese says, you know, you have to have your basic needs met before you can move up into higher level things, you have to have food and water before you even care about friendship or, you know, confidence or or anything like that. And when i found working with non-profits is it was very similar in that they need to focus on the basics first and then move up the ladder there and see what i mean by that is you need to focus on your website, email marketing your donor process. You know how you move a donor? From an email all the way through the donation process, actually becoming a donor, and you need to focus on that first before you get into things like peer-to-peer fund-raising and social media and and all of that stuff on so we found in the study is going back and really focusing on those fundamentals and what do we mean by those fundamentals? The number one thing is thinking through that donor flow, thinking through what it is like to be a donor to go through your entire process of a fundraising campaign, and that is from that email they receive to the length they click on to the page, they land on to the donation form and and all the way through the thank you. And then, of course, the follow-up follow-up is so is so important. And so the way we’ve been trying to talking about now, instead of thinking of a holistic donorsearch experience where we’re calling it a holistic donorsearch donor experience because you not only need to think about the entire process, but also the actual individual that is going through that process, i’m going to get much deeper into this when we get into the segmentation, but thinking about who’s doing it is it a major donor is in a major donor who likes polar bears, and that gives you a very different process that you may want to do than a fifty dollar donor-centric frogs it, and we’ll get much more into that as well as a cz we go through another really important thing on the on the fundamentals is showing impact you’ve probably heard other people talk about how important it is to show impact and that the work that you’re doing is meaningful and making a difference will in our survey, we found that the number one thing donors wanted to know about was is the money being used wisely? They also wanted to know if their support is making a difference was another top three concern of theirs on dso. By showing the impact you can do that, the best way to show that impact, of course, is stories story is going to be the best way to show that impact on and that’s again going back to the basics, really crafting some beautiful stories and if you can bring in that visual storytelling on dh, what we mean? By that is, using video using pictures to really tell a great story. Okay, which study done by cloudgood yes, i wanted to point out that the going back a little bit you your premise was that people started that pipeline through an email, but they’re actually maybe multiple ways. They may have found you first on one of the social networks, or they may have found you first through hearing about you from a friend. So even just that entry into the pipeline is going to vary across people. Definitely definitely andi and channel preference is something that would be talking about some of the later findings as well. But that’s that’s, a great point is actually tailoring how they found you in that messaging and in those stories and how you communicate with them is also very important. Yes, okay, thanks, rich. We need to take a break on when we come back. Of course, you and i’ll keep talking about a billa’s donorsearch exgagement study. Stay with us. You’re listening to the talking alternative network. What are the latest travel trains? How khun travel. Be a part of your overall health and wellness plans. This’s william paris, lifestyle travel consultant and your host foreign travel and wellness today. Join me on thursdays at twelve noon eastern time. For travel chat, travel tips and travel news. Update that’s on thursdays at twelve noon eastern time on talk radio dot n y c. Are you stuck in your business or career trying to take your business to the next level, and it keeps hitting a wall? This is sam liebowitz, the conscious consultant. I will help you get to the root cause of your abundance issues and help move you forward in your life. Call me now and let’s. Create the future. You dream of. Two, one, two, seven, two, one, eight, one, eight. Three backs to one to seven to one eight one eight three. The conscious consultant helping huntress people be better business people. Talking dot com. Hyre welcome back to big non-profit ideas for the other ninety five percent. I can’t send live listener love, spy city and state today because we’re pre recorded by a day it’s a it’s a day before the live show. But of course, live listener love to each person who is, in fact listening live podcast pleasantries so there’s over ten thousand listening and the time shift, wherever it is, whatever device, whatever you’re doing, maybe washing dishes. That was the latest i’ve heard podcast pleasantries to everybody in the park in the podcast and listening that way and our affiliate affections love our affiliates, those am and fm and online stations throughout the country, whatever day, whatever time they they play it and their schedule affections to all our affiliate listeners. And, of course, katy art being our newest affiliate in davis. Richard you from davis or davis area, by any chance you said you said i am not out from from her down the beach, california, down south. But i lived in san francisco for about seven years, okay? Yeah, you did mention bay area. Okay. All right. So moving on, we have we have some disconnect, but between donors and non-profits around frequency of communication. Yeah, and this was one of more controversial aspects of the study. We had a couple people come up to this on this, we actually had somebody accused of malpractice, quote unquote, talking about communication frequency and think they read it slightly wrong, so what we found is non-profit professionals were ten times more likely than donors to feel that they were not communicating enough, so the organization’s felt they should be communicating more donors were saying, you’re doing it just about right? So there’s a disconnect there so some folks thought were saying, don’t communicate as much. Don’t email as much don’t do as many facebook post and that’s, not really what we’re saying, what we’re saying is actually bringing in the next key finding with this one is critical content is more important than frequency or channel, so what we’re saying is it’s not how much you communicate it, how you’re communicating, one is communicating with really good content, so that is giving them the stories the thank you’s showing the impact, the accomplishments that you’ve made that’s, the content that they want, that’s, the content that they don’t mind if. You email mohr of it. The other thing is to customize your content, you’re now non-profits are now being compared to amazon and zappos and these for-profit who are really customizing and tailoring their content and donors air at home going well, if amazon knows that i like books about weaving, why can’t my non-profit know what i’m interested in about the organization wanted? They know that i’m interested in the girls after school program, how come they can’t taylor that content? So we’re saying better content and a little more taylor to the organs to the individual donor, you have some findings on different channels that donors would like to see frequency manage differently on? Yes, definitely, and that was some of the interesting fundez while there was some surprises in there and some things that we have come to expect as any particular ones you’re interested in tony yeah, well, let’s start with email. What, what, what, what? What donors feel about the email channel? What i found about email, what i was actually very happy to see and something i’ve been preaching for a while is that email is actually pretty solid across all groups, andi also way also had at abila we also slice the, uh, the the data by generation, so we slice it out by millennials, gen xers, boomers and matures on, and we found something like email was actually solid across all of those generations, in fact, that matures, which air, you know, sixty five over sixty nine percent of them said that email was a fine way to communicate with them. So when people say that the older folks aren’t on e mail or they don’t like getting their email, we’re definitely seeing a shift change there. Yeah, i don’t agree with that matures or olders how boomers boomers matures don’t like email. I think in a lot of cases you would have the individual would have given their email address to the to the organization. So you’re you’re expressing your preference for that channel that way. Ok. What about direct mail? Us paper mail? What? Your findings on that? Yeah. There’s. Actually. Interesting finding on that. And i definitely want to dig deeper. But we found that, of course. You know, you would expect boomers and matures. About eighty percent of them are saying direct mail’s fine. Ah, funny. That was a little surprising as millennials, eighty four percent of them said direct mail’s fine and my my running theory right now, i don’t have any evidence to back this up yet, but that millennials aren’t getting a lot of mail, so getting something in the mail is kind of a cool thing to them, you know, maybe direct mail might work with millennials. Okay, it’s gonna be something that we looked at a little deeper. I see why you were chuckling when when i ask you about that. All right? They’re not getting enough. Those j crew catalogues on the american apparel catalogs. Just not sufficient. Exactly. Okay, um, all right? Interesting. And then all right, so then, sort of related to that is that people do want content that they believe that that is relevant to them most definitely most definitely, and it really gets into the segmentation. Yes. Okay. And we’re going, we’re going to get teo. We’re gonna get the segmentation. Well, i guess we could, you know, means it doesn’t have to be in the sequence that you and i have been thinking about since we’ve teased it a couple times. Now what? What do we know about segmentation well, other than it’s not really being done quite as well as it ought to be. Yeah, yeah, definitely. And i think if if if you talk to non-profits their pride pretty honest about this in fact, fifty two percent of non-profits felt like they really weren’t using, you know, segmentation as well as they could, and we found surprising. Well, not surprisingly, fifty two percent of donors felt like organizations weren’t taking their preferences into account. And so when i talk about segmentation, that’s what i’m really talking about his donor preferences, how can you build an experience that the donor feels that you have taken their preferences in account that you have taken their interests into account? Remember, like i said earlier, you are being non-profit are being compared to amazon and zappos and all of that now, so they’re getting highly segmented in some of their emails and some of their communications that they’re getting on, and they’re not being segmented and talked to in a very specific way from the non-profits so we really need to do a better job at that that when we found his most non-profits felt that they were using donation amounts as a source of segmentation, but it really dropped off drastically when we started looking at other ways to teo segment. And so what i’d like to suggest to my non-profits is to start with donation amount because, you know, you’re already doing that and then try to add in one or two more other data point, andi, you know, a really easy one to do would be interested. Um, what are they interested in? What have they shown any sort of interest in and a lot of non-profits have this data already on hand, and they might not even know about it. You can go to your email marketing software and look at what links did they click on that they click on a link for the girls after school program? Then they’re probably interested in women’s issues, girls issues, or maybe they even have girls, you know, did they click on red eyed tree frog? And they did click on polar bears so you can actually pull out some of that interest data. So they’re telling you in many ways, on dh, then you can segment further down from there, okay, so we we’ve talked. About age and interest communications channels. What else? Ah well, we mentioned giving him out that’s that’s very standards. That seems very, very standard method of segmenting what else? What else can you recommend? Another interesting one to think about his location on? And i think this one is particularly good for national organisations, organisations that are that are fund-raising or doing things across the country. And the best example that i’ve seen of this in recent years has been the obama campaign. During the last obama campaign, there was a window. There was a new york times reporter. I believe they did it interesting study where he went, and he signed up for all the candidates emails, but he signed up from different parts of the country. And so for the obama campaign, when he signed up in portland, oregon, he got very different emails than when he signed up in south carolina. Portland, oregon. He got emails about forestry, about labor issues down in south carolina. He got very different communications, so just buy the location that somebody’s ass that they signed up for. You can actually start segmenting based on that and making educated guesses on what? Their interest might be, and then you look to your email statistics that they continue to click on those things that you think they’re interested in. Then yes, they are. If not, then you, then you can try something else. Signing up from portland, i would add, thai food should be added to that interest because i had i had the most delicious thing in cycles are really big in portland. Oh, are they? I didn’t see that, but i didn’t see i didn’t see any use cyclists miss that, but i had the most delicious us thai food that i’ve had since i’ve been to thailand and i live in new york city and supposedly we have good restaurants here. But, uh, i have to shout since you mentioned portland pock pocket pook, pook, best thai food i’ve had. It was in portland best us tie i’ve ever had, so i would add thai food to the forestry to the forestry interests in portland. Okay, yeah. What? What about agent? Which, if we don’t have a gin our database wait, how do we get out that that that that is an interest one and that one’s going to be a little bit of a challenge? But i have some ideas that i think might might help broke down, so it is an important one, and we really do want to highlight the age since we did look at this data and we did, you know, at abila we slice it up into the different age groups, you know, millennials gen xers matures, baby what’s up, we found that only three percent of non-profits said that they’re really looking at age on a frequent basis in order to segment, and we saw, as you saw in the channel preference and all that there are some big differences in there. So when you’re looking at age, i think there’s some ways you can get this data, some of this data non-profits may already have if a non-profit has done a walk or a ride or a run or any sort of event like that, they probably asked for a gin order to put them into their age brackets and so that can help get that data right there. Look at any of your past registration on and see if you have that that age data on do you know it could already be there? The other thing is to do a donorsearch on and there’s a lot of good reasons to do. It donorsearch not just for ages, but to actually get into your preferences. I say all the time that you know, when we talk about best practices, a best practice is really just a starting point. You still need to test it and try it out within the organization because you might have very different donorsearch mints than what we’re talking about here. And so by doing a donorsearch way, you can dig deeper into what their bread, you can ask them their channels reference, you can have them. You know how they want to be communicated with how frequently they want to be, commute whatever you want to do in there now. The big problem is surveys of getting people to turn them in. You’ve got to come up with some incentives for them to turn in those surveys, you know you can obviously, give away some chock keys, a t shirt or a bumper sticker or, you know, a discount to your gala, something like that. But in a new idea that i’m seeing a few started to experiment with now is doing some sort of matching grants or matching gift with service. So get of one of your major donors to say anyone who turns in the donorsearch ve i’m going to donate one dollars, two to the organization and letting the donor’s know why you’re asking for this data. The reason you’re asking for the data is so you can communicate with them in the way that they want to be communicated with, you know, letting them know that you know, that they’re overwhelmed with emails and overwhelmed with with direct mail and all that stuff, and you only want to be sending him the communications that they actually wanted, that would be their incentive for filling it out as well. I love that donor dahna contribution match for ah, for each survey we have a donor who will donate a certain dollar amount. That’s outstanding that’s it that’s it gets a cool idea. Haven’t heard that. Excellent. Excellent. Um all right, well, any other, any other suggestion about getting at age for an organization that doesn’t have it? It’s not well, we can. We can move on anything else you got? Yeah, you know that. I mean that i think something is going to develop over over the next six to ten months if any listeners out there come up with some good ideas, please send him in, send amar away because i’m looking for new things to test and try on defy could find new ones. I will let you know as well. Okay. And i’ll remind listeners ah, that you are at rich dietz d i e t z at ridge detail on twitter um, okay, let’s, let’s, move, move on then some other takeaways people love giving right makes them feel very good. It actually makes them feel very good on. And this is one of the interesting ones is the number one way that they felt engaged and connected to an organization was through the act of giving. Volunteering came in a fairly close second on attending events, and doing things like that really had started fell off dramatically. From there people people felt like attending an event wasn’t as engaging as, you know, volunteering or actually donate and on the surface you’re like, okay, that is totally obvious, right? But there’s a couple of key points, you’re one, i try to use this to help non-profits feel more comfortable and asking for money people want to donate, and when they do, they feel really, really good, so you’re actually helping people to feel good, so you’re doing a service for them, you’re not taking their money, you’re giving them good feelings is the way i like to tell us, why not? Provoc dahna very good, very good love that. Okay on you have now there’s a difference among millennials? The number one and two are swapped. Yes, it is, and that was really interesting for us. So millennials number one is volunteering and number two is donating and what’s interesting is this aligns really well with some other research and other discussions i’ve had with folks that air that air looking at millennials is millennials have a very different process, one on how they evaluate an organization and how they engaged with an organization. What they’ll do is they’ll go teo and organizations social. Media profiles to learn a little bit more about them they want to see that you’re really people, they want to see that you’re human. If you have the same sort of corporate speak that you have on your website, they’re they’re they’re probably gone. They’re not even going to engage with me any longer, but if they like what you’re saying on social media, then they’re going to come in and volunteer. If the volunteering goes well, then they will make that donation decision, so it is a very different way on dh really, organizations should be looking at getting millennials volunteering well before they even asked them for for a money which which makes sense if you think about it, our wonder of millennials are telling us that they have they have more money than the rest of us, and their time is scarcer, which would well, i don’t mind their time being scarcer, but if they have more money than the rest of us that’s annoying the hell out of me, that’s what they’re saying way have just like a minute and a half before we have teo to wrap up so let’s uh, let’s just flush. Out a little bit more. We’ve already very touched on this a fair amount, but the differences in engagement around age and generation. Yeah, so that you know what i would recommend for folks to a download the study. And they could do that at abila dot com a b o l a dot com forward slash donorsearch gauge mint study on dh there they conceal the charts and dig deeper into the data. But we did find those very interesting differences and, you know, like i said, you know, you’ve got to take everything like this, aziz, a starting point on, and then you need to test it and try it within your own organisation. Weii brought up a lot of the ones earlier about direct mail and all that. But another one i found really interesting on the differences was on, uh, gifts where’s that i’m looking at my date right here. Rich, we have two that’s. Okay, we have to wrap it up. But you’ve told people where the where the study is and if they want more through, they could get you on twitter at rich dietz which, thank you very, very much. Thank you so much. All right, thanks. My pleasure. Thank you for joining us. Tony steak to and the right database air coming up. First opportunity collaboration. It was a terrific experience. It really kicked us up to the next level. We built out a fund on site, and we have raised two and a half million dollars toward a target first close of five million dollars from delegates at the twenty thirteen collaboration that’s from russ baird, executive director of village capital yusa. There are funders at opportunity, collaboration and the rolls and impact investors, as well as lots of smart people from non-profits opportunity collaboration, a weeklong unconference in x top of mexico for everyone who is working in or around poverty alleviation, lots of people who can help you get your work done. And there’s plenty of free time built in to meet those people, make friends and figure out how you’re able to help each other. I was there last year. I’m going this year. Every session is in a circle. It’s very collaborative. No power points, no plenary speakers. Three hundred fifty people from around the world collaborating. If your work is related to poverty, check it out. Opportunity collaboration, dot net. We had a death in the non-profit radio family. Rochelle shoretz the first guest on non-profit radio to die deshele founded sharks share it, a support network for breast cancer survivors and very sadly, she’s no longer a survivor. It was june first when she died. She was on the august thirty first, two thousand twelve show, and we talked about storytelling and deshele very generously shared her story and story of lots of people that share share. It has helped and worked with my thoughts go out to her family and shark share it and those tens of thousands of women and men that her work has touched. Oh, and i have a tribute video with a link to the show on also the new york times obituaries at tony martignetti dot com and that’s tony’s take two for friday, nineteenth of june twenty fifth show of twenty fifteen here is the next segment, which is also from well from ntcdinosaur as many have been lately. Excellent stuff from the non-profit technology conference here is the right database. Welcome to tony martignetti non-profit radio coverage of the non-profit technology conference twenty fifteen were hosted by intend the non-profit technology network in austin, texas, at the convention center. My guest is michelle chaplain, she is senior manager for online fund-raising at pbs and her workshop topic is how to choose the right database for your organization. Deshele welcome to the show. Thank you. Great to be here. It’s a pleasure to have you thank you for taking time on a busy conference day. Let’s uh, let’s, start with a threshold question how do we know if our existing database needs to be changed? Yeah, absolutely that’s a great question, and i think the first thing is you have to sort of go through the process as if you’re looking to change your database. So first you wantto look att all your current users and what their needs are, what they’re trying to get out of the database and what it is doesn’t do that they wanted to dio, and then you need to bring all of those questions to your current vendor and asked them like, is this something that database really can’t do? Or is this an add on feature that we can pay for? Or is this you know, a custom ization that we can get or do we actually have access to this all along? And we just didn’t realize it. And then you went away like the costs of adding those features to your current database to the cost of switching and implementing a brand new database, which is substantial when you taken implementation, cost training cause and just the time it’s going to take for your staff to learn a new system. How do we filter out when we’re asking these questions in our organization between people just complaining about the database and really having a genuine need that isn’t being fulfilled because lots of people have complaints absolutely way filter out the yeah, the mere complaints on dh sort them out from the woods. Isa really write well and i think it’s really helpful to build requirements document, which is just a family non-technical word for need tohave list and a nice hot list. So you take all of the various rants and complaints and things they want, the database tohave and you divided into things that are real deal breakers like your database is not gonna work. Your users are not going to get what they want without these. Things. And then the nice to have things which, you know, might help you increase adoption. It might make a few people happier, but it’s not going to make or break your database and that’s going to help you kind of narrow down your options. Okay, so people will become more rational if we asked them to categorize between needs and needs and desires. Exactly. Okay, we’re trying to insert some rationality into this whole process, right? Be a lot more strategic and sophisticated. Okay. So then, if we have our we have our requirements document, uh, most vendors are going to be willing to review this with us. Yeah. And generally, when you ask a vendor to present there their database or their system to you, they probably have, like, a put together power point presentation. And i would say, just send them your requirements. Ask them point blank, like, does your system me all of these requirements? If not, then they don’t need to waste their time presenting or your time, you know, giving you this presentation. And when they present to you, ask them tio just do open up a kn example of their database and go through the steps that you, your users, will go through. So you can see what your user experience is. Rather than just getting kind of their standard sales pitch. That’ll save you both a lot of time. Let’s. Take a step backward when you’re talking to your existing provider. How do you sort of position it so that they don’t feel like they’re being threatened, not threatened, but so that they don’t just become defensive and you know, but you, you know, you didn’t identify that is a need years ago, we didn’t understand that that was a requirement of yours, you know, he’s trying to cut through that stuff and just can we get our can we get our needs met, right? Yeah, and i think it’s it’s a matter of, you know, acknowledging the fact that this process you’re going through is a process that you’ve just started and you’re looking at a database and you’re looking what people didn’t need to get out of it, and you’re asking them, like, is this something i could do with the database? You know, because this is a new, like me that has come up or this is a new requirement that we’ve identified that’s goingto be necessary in the future and, you know, most vendors will work very hard and if it’s at all possible to keep your business going your way, you’re asking exactly and understand, and, you know, if they can’t do it, then it’s sort of, you know, it’s self explanatory, why? Why you need to move on? And i think they understand that, like most vendors aren’t going to throw a fit over, you know, you making a reasonable, logical choice that this isn’t the right fit free. Okay, okay, um, so let’s, let’s jump back to dark metoo new potential vendors, are you ah, fan of r f piece for this process or some people are, and some people think they’re overblown and don’t really accomplish very much. I’m i’m a fan of a super simple r f k and what i do is my request for proposal are here my requirements? This is my requirements document the list of need tohave nice toe have stuff. And if your database could do all of my need to have in some of my nice to have that i want to hear from you, okay before exactly pretty simple or yes, compared to many that we’ve all seen exactly. Yeah, because most vendors, they already have their standard product. They’re not going to take the timeto, you know, answer. Accustom are for every single line. Okay, that’s, the that’s, the other side of one of one of the other disadvantages is you’re going not here from a lot of potential vendors who just won’t spend the time answering a lengthy are exactly okay. All right, so what’s, our next step? Well, how do we proceed in this in this process? Yes. So once you kind of have your short list of vendors and you’ve seen their presentation, then you really want to dig in and evaluate those, you know, top three or four vendors. Teo really ascertain whether or not they meet your needs and if if they all meet your needs. Like what nice tohave requirements do they also meat that will help you further narrow your list down. Andi, i for this part, i recommend, like, actually doing trials of everything. And if a vendor won’t let you try out their product and go in and mess around, i would be a little bit wary of that, because then you’re like buying. You know, you’re buying a car without giving it a test drive. So what do you migrate? Just a part of your database into the into each platform that you want to test. Yeah, you can just create some sample data. Are a lot of databases ifyou’re doing their trial portion? They even would come with sample data so you can just play around with the way it exists and just go through a few of your processes, you know, there doesn’t have to be, you know, huge reports generated or anything useful, it’s just you need to be able to see if your users were going to be able to get what they need to get out of it. All right? Dahna no, please, no more. Oh, so then after that, you can just sort of rate the different the different options based on your criteria. So your needs to have obviously, if they don’t meet any of the needs to have that’s a deal breaker, you can stop right there, throw him out and take him off your list. They wasted your time because you’re you asked him that originally exactly hyre they more points they lose right for squandering time? Alright, who’s involved in this process from the organization now that we’re out to the outside potential vendors. So i mean, i think there needs to be like a point person or a project manager who’s doing the implementation. And really, that depends, like, if it’s a small organisation, it could be just somebody with the title of project manager or executive assistant or you, you know, it might be the ceo doing all of this by themselves and then buy-in bigger organizations, they probably have, like, a database implementation manager or an administrator who’s in charge of all the databases who can kind of oversee. So it depends on the size of the organization, but really, one person should take ownership of it, and then they can lease and manage all the relationships with the key decision makers like the cfo, the ceo were actually, you know, signing the checks and then all of the different types of users, the power users who are going in and, you know, stretching the database to its limits every day, the people who maybe, like volunteers using it every so often and then all of the managers and and other people of the organizations who may not ever use the database but need information from it. So, like, your finance officers might need financial reports out of your database, but they don’t actually go in and generate the reports, so we need to talk to them. Tio, do you think the board has a role here or not? Really, i think it really depends on the board and the scope of the project that you’re working on. So if it’s a large like, if it’s your like a financial management database and the board, you know, is looking at the finances of recorder, hopefully and is generating the reports that i think including them in, you know what they want to see in terms of those reports and make making sure that the database meets their needs in that respect on dh then on the other hand, if they’re key decision makers in terms of this, this could be a very large purchase, and they’re, you know, key decision makers in terms of purchase decisions, then you need to be able to show them like this is the best option for organization and why and having that, having that documentation of like this so these air need tohave nice to have criteria and how every single option rates and you’ll get sort of like a clear picture of this is the winner and it’s something that’s easy for them to. Digest and easy for you to sell that yes on dh in large part because you’re showing that you’ve done your due diligence when you can document the process that you’ve been through. Exactly. Okay, thank you for that aggression we were at the stage where we’re testing, we’ve got we’ve got sample data yet, and we’re testing a few alternatives exactly, and then it’s just about going down your requirements document and checking off like every every process you go through everything that it khun dio, you know, all the little nice to have stuff that you’re users may want, but it’s not necessary and, you know, grading those and using those two just rate, you’re different options and again, that’s going to give you a clear winner in fact, there’s a really cool excel spreadsheet, which allows you to do like waiting of your different options, and you’re different criteria, and it gives you a new miracle score for each of the vendors. So you can say whoever has the highest score wins and has the advantage of waiting, so everything is not equal. Exactly because in reality, it’s not all right, what’s our next step now we’ve we’ve selected one, i presume we have a stage where we’ve we’ve chosen one, the chosen one, you’ve hopefully chosen wisely and everyone’s on board because you can straight that you did your own work and and then it’s time to make a plan like this isn’t the end really it’s the beginning of what goes in our plan? S o i like transition plan exactly the implementation plan on dh. I like to start with kind of the end date. So when we want all the users to be able teo, log onto the database and use it that’s the kind of what i start with, and then i work backwards from that until they get to today. So maybe, you know, three to four weeks before the end will be, like the soft launch where our power your users can go in and play with stuff and look at it and maybe, like a month or two before we’ll do that data migration on dh, you know, you just map it out and going backwards until you have today. We’re it’s like that. Everything you have to do right now. Okay. Okay. Let’s. Spend a little time on migration, because that could be very, very messy. We should expect a lot of support from the new vendor in migrating data. So that’s going to be something that you have to consider in your requirements document is how much support do you need to migrate your data? Do you have a lot of in house expertise or you’re going to need full support? And is this new database something that you know your i t team are your in house database experts can figure out and migrate your data into. Or is it a proprietary software that the vendor has to do themselves so that’s definitely something you want to consider while you’re looking at different vendors, what your need is in that respect, another option would be hiring a third party or an external consultant to come and look at your current data, clean up your database and migrated over for you. Yeah, this could be an opportunity to clean up your data. Exactly. Okay, up. Maybe you can include cleanup in the migration support that you get from the from the new vendor. Absolutely. Build that in. Yeah. I mean, just like every time you move your house. You kind of clean out your closet. Every time you migrate your data, you want to think about cleaning it up. Like what you’re hearing a non-profit radio tony’s got more on youtube, you’ll find clips from stand up comedy tv spots and exclusive interviews catch guests like seth gordon. Craig newmark, the founder of craigslist marquis of eco enterprises, charles best from donors choose dot org’s aria finger do something that worked. And levine from new york universities heimans center on philanthropy tony tweets to he finds the best content from the most knowledgeable, interesting people in and around non-profits to share on his stream. If you have valuable info, he wants to re tweet you during the show. You can join the conversation on twitter using hashtag non-profit radio twitter is an easy way to reach tony he’s at tony martignetti narasimhan t i g e n e t t i remember there’s a g before the end he hosts a podcast for the chronicle of philanthropy fund-raising fundamentals is a short monthly show devoted to getting over your fund-raising hartals just like non-profit radio, toni talks to leading thinkers, experts and cool people with great ideas. As one fan said, tony picks their brains and i don’t have to leave my office fund-raising fundamentals was recently dubbed the most helpful non-profit podcast you have ever heard. You can also join the conversation on facebook, where you can ask questions before or after the show. The guests were there, too. Get insider show alerts by email, tony tells you who’s on each week and always includes link so that you can contact guests directly. To sign up, visit the facebook page for tony martignetti dot com. I’m rob mitchell, ceo of atlas, of giving. And you’re listening to tony martignetti non-profit radio. Big non-profit ideas for the other ninety five percent. Oppcoll we need to be very specific. I would think about what’s going to be included in the in the implementation plan that it be in the contract with the new vendor. Yes, absolutely. And most vendors will build that in usually it’s in like a number of hours that they’ll offer in certain packages to work on dahna migration on training, on support on dh, they’re all you know, most vendors will negotiate that with you depending on your organization’s needs. Okay, what’s, our next step now we we’re past the time line. Where are we now? We’ll hopefully you do everything on time, right? If your implementation over schedule, of course it doesn’t. But it’s a it’s an aspiration exactly off the goal. We’re talking in hypotheticals waken weakened dream. But even if not, you know and plan for that in your timeline to, like plan for what happens if everything falls apart and we don’t launch, you know the database on october first if we do it november first. Like how much of a catastrophe is that? What about december first? You know if it’s a cr m and you’re doing your in giving do you really want? Your database to launch on december first so, you know, planning for contingencies like that. But once you’ve gone through the timeline, once you’ve migrated your data over, you’ve gotten your staff trained on it, you know, your users air doing it, you’re getting good user adoption and really including them in the entire process, asking them what they want is going to be a big help to you and getting user adoption. Then you know it’s about just maintaining your database and keeping the support going and keeping your users engaged in using it and making sure it’s still doing what you’re doing is there much of a difference? And you’re free to tell me that it’s obviously the way whether the new vendor train’s just the power users like train the trainers, or whether they should be training all the users does that matter? I think, and and then the trainers would train the lower level users, right? Your internal trainer, i think there’s something to be said with training the trainers. You just want to make sure that you have enough to support your kind of lower level users so they can all get training quickly and also, one of one of your trainers leaves. Do you have another trainer? Do you have a program for keeping that knowledge and house, or will the vendor continue to train people on an ad hoc basis afterwards? So, you know, it’s, just the benefits and risks of having some stuff done in house versus everything done by the vendor, okay? And then, of course, ongoing support critical. Well, it really depends on again your in house expertise and how complicated the databases that i always think of smaller and mid size non-profit because that’s, what our audience is right, they they’re they’re less likely, and certainly they could, but less likely that they’ll have a lot of in house expertise around. Yeah, third base administration and day to day issues. So support is important. Yes, definitely. We still have a couple minutes left. What do you want to share that i haven’t asked you about? Goodness? Or more detail on something immediately, even if we talked about it. But any more detail? Yeah, i mean, i think one thing that we didn’t really have a chance to go into in depth is the idea of hiring a consultant to do all this with you, especially if you are a small organization or even a medium sized organization. You might not have a staff person with the time to do all of this research and, you know, talked all the vendors and go through all the trial periods, and you know, the advantages if you do it with the consultant, you have them come in, they assess all your needs one time, you know, they talked to all your respective users bundle that they already have a really good knowledge of all the different you know, database is out there and how they would fit so they’ll know which vendors to go to, which are the best options, probably in the first in the first place, and be able to pull it in and it’s assess it so you can kind of skip over the decision making their research part and go right into your short list. Where? You know you work with a consultant, teo, analyze the, you know, the top three best fits and they can make, like, a spreadsheet and analyze it and make it so you can, you know, defend it to your board and show that, like there’s, you know, research and due diligence was done on that, you know, it’s more expensive, but it’s off your plate and it’s off your staff’s plate. You could also be value in the consultant evaluating the state of your data. Someone objective who’s not likely to say. Oh, well, you know, there’s this problem in the data, but yeah, we figured out how to work around that. So it’s not a big deal when really, it is a big deal because you have faulty data. You’ve just developed a workaround. Exactly. Yeah, and then they can also come up with strategies for cleaning the data or people you may cos you may want to engage to help you clean your dad up. So it works for you the way you needed tio what’s been the pbs experience. Have have you done database change? We actually went through thiss process about a year ago. We were looking at changing our email marketing system and way kind of went through the first update our needs assessment talked to all the users, went back to our vendor, and they actually made a lot of changes in custom is asians to our existing system so it would meet our needs and, you know, and now there are just a really strong partner, and they’re consistently checking in with us to make sure that databases still meeting their needs. So it it is it really, you know, we didn’t end up changing databases, which saved me a lot of headache personally, and it gave us, like a really strong relationship with our current vendor. Have you had your session yet? No it’s tomorrow at three, ok? Because i was going to ask if you heard of any disaster stories that do you know of any migrations that went badly? Conversions went badly. We know of so many so many. I mean it’s. One of the reasons that i proposed this session is because migrations often happen too fast without enough thought and they end up just blowing up in people’s faces nobody’s happy with the end result and they end up, you know, a year later, after hobbling along with their new database, either switching back-up watching something different into a completely s o i am looking forward to hearing a lot of horse stories tomorrow you expect you expect to hear a good bit, but we could do this all much more strategically and smartly if we have this plan and process that we just talked about? Absolutely. And avoid the heart. Avoid being the next horror story of ntc twenty sixteen. Exactly. All right. Thank you very much. Michelle. Thank you. Michelle chapman, chaplain. Pardon me. Michelle chaplain is senior manager for online fund-raising at pbs. And this is tony martignetti non-profit radio coverage of the non-profit technology conference. Twenty fifteen. Thanks so much for being with us. Thanks to everybody at antenna non-profit technology network loved being at ntc this year. Next week get your emails delivered and did you know that there’s a job called emailed deliver ability specialist also the open movement. If you missed any part of today’s show, find it on tony martignetti dot com opportunity collaboration. The world convenes for poverty alleviation. That outstanding unconference that’ll ruin you for every other. Conference opportunity collaboration. Dot net. Our creative producer is claire meyerhoff. Janice taylor is today’s line producer shows. Social media is by susan chavez, susan chavez, dot com and our music is by scott stein. Be with me next week for non-profit radio. Big non-profit ideas for the other ninety five percent. Go out and be great. What’s not to love about non-profit radio tony gets the best guests check this out from seth godin this’s the first revolution since tv nineteen fifty and henry ford nineteen twenty it’s the revolution of our lifetime here’s a smart, simple idea from craigslist founder craig newmark yeah insights, orn presentation or anything? People don’t really need the fancy stuff they need something which is simple and fast. When’s the best time to post on facebook facebook’s andrew noise nose at traffic is at an all time hyre on nine a m or eight pm so that’s, when you should be posting your most meaningful post here’s aria finger ceo of do something dot or ge young people are not going to be involved in social change if it’s boring and they don’t see the impact of what they’re doing. So you got to make it fun and applicable to these young people look so otherwise a fifteen and sixteen year old they have better things to do if they have xbox, they have tv, they have their cell phones. Me dar is the founder of idealist took two or three years for foundation staff, sort of dane toe add an email address their card it was like it was phone. This email thing is fired-up that’s why should i give it away? Charles best founded donors choose dot or ge somehow they’ve gotten in touch kind of off line as it were on dno, two exchanges of brownies and visits and physical gift mark echo is the founder and ceo of eco enterprises. You may be wearing his hoodies and shirts. Tony talked to him. Yeah, you know, i just i i’m a big believer that’s not what you make in life. It sze you know, tell you make people feel this is public radio host majora carter. Innovation is in the power of understanding that you don’t just put money on a situation expected to hell. You put money in a situation and invested and expect it to grow and savvy advice for success from eric sabiston. What separates those who achieve from those who do not is in direct proportion to one’s ability to ask others for help. The smartest experts and leading thinkers air on tony martignetti non-profit radio big non-profit ideas for the other ninety five percent.

Nonprofit Radio for June 12, 2015: Visual Social Media & NTEN and NTC

Big Nonprofit Ideas for the Other 95%

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Opportunity Collaboration: This working meeting on poverty reduction is unlike any other event you have attended. No plenary speeches, no panels, no PowerPoints. I was there last year and I’m going this year. It will ruin you for every other conference! October 11-16, Ixtapa, Mexico.

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My Guests:

Jessica Williams, Emma Chadband, & Jenna CerrutiVisual Social Media

With (l to r), Jessica Williams, Emma Chadband & Jenna Cerruti, at NTC 2015.

Be strategic with your visual content on Twitter, Vine, Instagram, Pinterest, Tumblr, Reddit and Snapchat. Jessica Williams and Jenna Cerruti are account managers at Prichard Communications. Emma Chadband is online outreach associate at PAI. We talked at NTC, the Nonprofit Technology Conference hosted by NTEN, the Nonprofit Technology Network.

 

Amy Sample WardNTEN and NTC

Picture of Amy Sample WardAmy Sample Ward is our social media contributor and CEO of NTEN. At NTC I asked her to explain NTEN’s many programs, including their valuable annual conference. This really is an organization that will help you use technology smarter, from the social networks to CRM.

 

 


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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. Oh, it’s really good to be back live after two weeks away. Oh, welcome km! Jozy seldman keizer, oregon our newest affiliate. Well, i was on the west coast. I met the program director dave hammock and the board chair pam. Hello, david. Pam welcome km you z one hundred point seven eighty eight point five fm non-profit radios newest affiliate. Oh, i’m glad you’re with me. I’d suffer glass so far in jail neuralgia if i had to speak the words you missed today’s show visual social media be strategic with your visual content on twitter, vine, instagram, pinterest tumbler, reddit and snapchat no, jessica williams is a consultant. Jenna cerruti is account manager at pritchard communications and emma chadband is online outreach associate. At p i we talked at ntcdinosaur non-profit technology conference, hosted by n ten, the non-profit technology network, also in ten and and tc amy sample ward is our social media contributor and ceo of inten at ntcdinosaur asked her to explain and tends many programs, including their valuable annual conference, this really is an organization that will help you use technology smarter from the social networks to c r m on tony’s, take two non-profit radio on the road, responsive by opportunity collaboration, that working meeting that unconference on poverty reduction that will ruin you for every other conference. Here is visual social media from and t c welcome to tony martignetti non-profit radio coverage of the non-profit technology conference twenty fifteen were hosted by n ten the non-profit technology network. We’re in austin, texas, at the convention center topic now is visual media for a social world. What you need to know about the future of social media my guests are jessica williams, she’s account director for pritchard communications. Emma chadband, online outreach associate for p i and jenna sorority, the account manager for pritchard communications. Ladies, welcome. Thank you. Don’t you have all of you? We’re talking about social and visual. Jessica, what are non-profits not quite getting one hundred percent? Oh, i wouldn’t say they’re not getting anything. I think they’re very well aware of what needs to happen. Okay often times, it’s just a matter of having the resource is the budget and the time available to do. What needs to be done on the right channels? How should they be? How should they be allocating resources or maybe prioritizing let’s talk about that? Well, that really depends on the goals and objectives for that particular non-profit and the target audience is they’re trying to reach so thinking about those three things in regards to the message is you’re trying to spread so who can i target? Where are they and why is this important to them and what channels are gonna help me reach that audience? All right, uh, you want to add anything to our to our overview? Yeah, i would just say that it all comes as just closing it all comes back to strategy and goals on and that’s how you should choose what networks were going to be on and what, how you’re engaging on on all of them and so generous. We want to be avoiding shiny object syndrome on right? Just because something is new doesn’t mean we ought to be there exactly were all about, you know, paying attention to strategy and the reason we’re here at intent today, eh, is because we find that a lot on non-profits are really intimidated by these visual media tools? Yeah, yeah, i mean, there’s a lot out there and there’s always other one sprouting up s o we’re kind of here today to home that in on dh share kind of the important important facets of each of those and share how non-profits shouldn’t be intimidated by those on drily, you know, feel free to explore them and play around with them. Okay? Let’s, let’s not start with the most popular facebook, etcetera something that’s pretty popular growing vihn don’t we start with vine diesel? Six second videos, let’s start let’s keep with you, jenna, what are you thoughts there? Well, so, you know vine was acquired by twitter in two thousand twelve eso we’ve seen in the past three years that it’s really making optimization sze that make the channel really appealing toe organization the non-profits they’re letting users upload videos directly from their camera roll, they’re adding different editing features that make it really user friendly. S o we’re seeing that non-profits air really seen success on vine, and i think emma can’t talk even more about how her organization has seen success with driving traffic to its block, okay? Good, emma what’s piela are doing well? We’ve had a lot of success in vine on the thing i always tell people about that platform is the value is not necessarily on the channel it’s with the content that you can create making videos really expensive and time consuming. But if you use vine it’s cheap and quick, so it’s much easier to make a six second video and vine than it is to make a six minute video for youtube on dh. So we have made these great little videos on buy-in and then we’ll embed them in our block, and any time we’ve done that, we get, like, double the traffic and tons of positive comments and a ton of engagement. But what if we have no idea what to do with with six seconds of video? You go ahead, let’s just stick with you. I just don’t know what i can do in six seconds. Well, i think it comes down to your non-profits mission and what you’re trying to tell people like i spoke to someone after our session from another reproductive health non-profit who’s saying we just constantly work in data, we don’t have any. Like people that film or anything like that. But if you have something like data, you can do a great visual ization and vine people, even news organizations have used buy-in like cnn to do like cool graphs and stop motion videos. You can really do anything in that platform. It’s really great for creativity, okay, jessica, if we’re thinking about vine, where do we where do we start our thinking to decide whether we should spend time there? Well, it again goes back. Tio, what are you trying to accomplish? Some most non-profits, you know, one of their big, overarching goals is fund-raising so are they trying to retain a donor base or they trying to attract new donorsearch in that example, find might be a great platform to reach a younger audience, particularly is emma mentions the content itself can be the platform allows for a lot of creativity, and so obviously younger generations enjoy kind of that creative spent on content, so it might be a great place to attract new donors to engage new audiences. So but to your point of being strategic, if you’re trying to engage younger audiences, correct that’s not an objective of yours than maybe vine isn’t appropriate, correct? Or maybe i mean in emma’s example that she uses in our presentation is ah, great example of birth contraception, and it appeals to me and i’m thirty four years old, so and it’s a vine video, so it doesn’t necessarily have to be a younger audience. It was just again goes back to your goals and objectives for your organization. Okay, so our first place to be thinking when we’re considering something is how does it fit? What? What? What do we feel we can do with it? How do you know those? But when you’re asking oh, i mean, yeah, sure. I mean, we could do six second videos on we have people let’s say, you know, look, make the sort of the simplest case and take wuebben let’s, take let’s, take a shelter for for domestic violence victims and survivors. We have that. And if we could do it anonymously and brovey but how do we know whether we can? We can use it successfully for the work we’re trying to achieve. Well, i think you have to look a tte your budget like, do you have the staff time? Available. Do you have the the amount of time it takes? I mean, emma, the video she shares in our presentation actually took her three hours to create. So, do you have three hours to make a great video it’s up to you and your organization? So it’s really hard for me to advise or any of us to advise any particular, like general set of ideas without knowing a particular situation are looking at your strategy in your goals may be just what questions should we be asking? Well, regarding target audiences, what are their behaviours? So are they online? You know, maybe if you’re reaching policy makers or partners, those audiences air very different. So thinking about, um what kind of online content do they consume? What? You know what topic or issue area are you focused on? Can you know, is that appropriate for a video like you talked about a shelter for domestic violence? Is that violence? Is that something you know? How can we capture that on video? In a positive light? How can we instill a call to action in that video to mobilize our audience to to action. So, it’s really? I think. You know, we keep going back to strategy and messaging, and what are you trying to mobilize your audience to do and is video and is mine and effective tool to reach that? And, you know, of course do we have the resources to do it? Okay, almost sounds like you want to you want to look like you want to add something about vine? No, i just think it really does come down to what? What is your awful angle and that’s with any platform it could be? We’re actually looking into launching our instagram and we’ve just re branded and we have a new logo, and as part of that process, we found out a lot of people don’t understand what we do and how we work. So we’re launching instagram not because we think it will give us a lot of traffic or because we’ll get a ton of followers, but because that’s another platform to people so people can see photos of where we work, who were working with how we’re doing it. So it really is like a storytelling tool and that khun go for any platform, you have to have an offline goal before. You can figure out what you want to do online, okay, excellent. So we can drill down to these things we can weaken, at least give advice on what you need to be thinking about what questions you should be asking. Ok, you’re tuned to non-profit radio. Tony martignetti also hosts a podcast for the chronicle of philanthropy. Fund-raising fundamentals is a quick ten minute burst of fund-raising insights, published once a month. Tony’s guests are expert in crowdfunding, mobile giving event fund-raising direct mail and donor cultivation. Really, all the fund-raising issues that make you wonder, am i doing this right? Is there a better way there is? Find the fund-raising fundamentals archive it. Tony martignetti dot com that’s marketmesuite n e t t i remember there’s, a g before the end, thousands of listeners have subscribed on itunes. You can also learn maura, the chronicle website, philanthropy dot com fund-raising fundamentals the better way. Right, so we seem to transition to instagram very conveniently. Thank you. Um, let’s make clear instagram versus pinterest, jessica, go ahead. So instagram is actually a publishing tool so you can take the photo right in the app on your phone and then from there, share it with your network’s, whereas, pinch, this is more of a storage and sharing tools, so you’re actually curating images from, say, a website or a block, and then pending that toe boards on pinterest for other followers to see the images. Once they click on that link, then they’ll go to their website. So unlike something like instagram, where you’re sharing to multiple social media channels, pinterest is more of a hub to manage the visual content that you have on something like, well, your website, your block or instagram we know you are are most of the users of pinterest still women? Is that still they are? Yes, they’re predominantly women about thirteen percent of men, so we did see some growth and there’s like eighty seven percent of users who are women and creating percentage meant yes, okay, they’re pretty affluent as well, that’s, the other kind of defining demographic. For pinterest so okay, um, you want toe share advice around what you might be able to achieve with interest in the general sense? Yeah, pinterest is a great brand building platform, so brands really rely on visual cues to build their communities, and pinchers is a great platform for visual representation of your work, so you could use it to showcase some data points and infographic some inspiration quotes over a beautiful photo or some photos of your organisation in action that you know your followers might be interested in. So those were some great ways to kind of share community. Another really cool thing is an interest will drive traffic back to your block or your website, so if the user clicks twice on an image, they’ll go back to your website and buzzfeed sites pinterest as its second largest driver of traffic to its web site, so it has the potential to drive tons of traffic, and this is because pens live a lot longer than other social media posts. So a pen on pinterest has a life span of about two months. Where’s a tweet has a life, has a life span of about three hours. So i don’t even think it was that long for a tweet, but okay, um, general, i kind of feel like i gave short shrift to instagram and i didn’t mean to do that. What more can we say about you? Serve instagram? Well, we found that again, like vine instagram is making a lot of optimization sze to the platform that makes it appealing to organization, so it just added video capability in two thousand thirteen it’s also added just added verified badges, which is that little blue checkmark that you often see on twitter to help users reach the authentic accounts that they’re seeking. Um, and what we like about instagram is that’s it’s, a really strong storytelling platform, so not only can you upload a photo or video, but it equips non-profit communicators to really be a visual mediapro instagram gives you the enhancements and filters you need to really make the image or video pop, and then you can add these other features like hashtags teo, jump into existing conversations online, you can tag others to engage with partners or policy makers, so by created by adding all these features, you’re really allowing the user to click on different aspects of the photo on drily explore the story more deeply than if they were just scrolling through in viewing a photo me either if you want to add anything about that instagram no, we’re good on instagram. Okay, uh, what about storify? We talked about story five who wants to explain what storify is for those who listeners who may not know emma, you you haven’t even heard from you? Basically, it allows people to follow a story through social media, so basically our organization will use it a lot. When we host tweet chats, we’ll we’ll we’ll go through and storify all the tweets so that if you miss the tweet chat, you can still view the whole thing in store if i’m right. That means this zoo aggregating based on your, uh, your criteria brings a bunch of media together and you’re using it for twitter chats, right? I guess everybody who use the hashtag or something yeah, all the tweets we can keep them all in one place and it’s easy to follow along. Okay, you can also curate from facebook from various social networks. It’s really kind of built out now, so you can carry it from all sorts of places, okay, they can post on your block. So that’s a great way, tio, if someone wasn’t at this event, you could say he was the conversation as it happened on social media and here’s what you missed in a block post. So that’s, another great way to do so. Excellent recap, all right. And i see a lot of news outlets using storify also bring in other other channels, other outlets, coverage, things like that. Okay, um, no other before we get to the big players, twitter, facebook and he’s smaller don’t be necessary, lesser known, but any smaller channels we ought to talk about. Well, in our presentation, we also touched on tumbler, which is a micro blogging platform that realized really heavily on visuals, specifically short form visuals. So we like tumbler because it really accommodates different types of content. So unlike facebook, where you only are able to post four types of posts a link, a photo of video or a text posts tumbler accommodates beyond that so it’s it works really well with gifts as well as audiocasting ups our kind of short snapshots of quotes or excerpts so it’s a really great tool or platform for non-profits who are looking to publish a diverse mix of content now, jenna, you mentioned gifts on non-profit radio we have george in jail, which which i didn’t just make up, but i do love a liberation, but we do have jargon jail, but probation comes pretty easy, so you better explain everybody may not know what a jiffy yeah, thanks for reminding me they’re animated images. So you know this kid often times you’ll see a clip for, like maybe three second clip from parks and rec episode with a quote overlaying on the jif so it’s really just an an animated image on oftentimes they’re used as a reaction. So you know if if you’re having a sad day or something it’s not uncommon, tio go on tumbler and see that there’s jeff’s kind of evoking this emotion so good hyre kayman jessica, anything you want to add about tumbler, i think non-profits are just beginning to really experiment with tumbler and it’s been fun to see what people are coming up with. One of the big differences is that people don’t comment that often on tumblr it’s kind of part of the community there, so if you’re going to comment, i think the best practices generally the community likes humor there, not goingto you’re not going to see really serious templar comments and then also the tags on tumbler different than any other network and that they use spaces between the words and they’re also they’ll have a ton of tags on any given post, which is different than like instagram will usually have, like three and probably no more. So it’s definitely a little different than anything else we’ve worked with, okay? And you have to be conscious of tagging and the way the community what the community is expecting, yeah, and that can go for help. We’re going to find your content, right? And that can go for any platform. Every platform is a little bit different and has a little bit different community norms and voices, and so you want to be familiar with that before you engage. Okay? Jessica, you’re shot anything tumbler somewhere is a great place to bleach younger demographic, so if you’re if you’re non-profits looking, tio reach a younger audience, maybe to grow that millennial or even the generation. After donorsearch tumblers a great place to do that and we’re seeing organizations use tumbler really effective ways. One of our favorites is on being, which is ah, public radio conversation project. They used tumbler as one of the extensions of their kant arika which is their website, and they do a fantastic job if anybody’s looking for an example of how to use tumbler. Okay, actually, that’s a great good. Thank you for examples. Um, any any other examples of good good tumbler blog’s and then wants to shout out? I think we included a smithsonian in our presentation. They just have really compelling images. The reason we like on being is because they have a really nice balance between texts and visuals. So it’s more, i think, accessible to non-profits who maybe don’t have a ton of resource is too turnout images or video on a daily basis, you know, texas fine. Just short bites of content. Okay, okay. Let me, uh, anything you want to know. Uh, let’s, let’s. Stick with smaller platforms before we get to the huge ones and the others that i’m not thinking of or i don’t know there, please, category way we had a question on our presentation about read it and that’s something about r e d d i t right? Yeah, and a lot of people are curious about it read it is, i think of it is like the wild west of the internet because there’s like not a lot of too many of those left. Yeah, there’s not a lot of best practices or guidelines for non-profits and in fact, i think the community doesn’t really like organizational users, so let’s explain what it is. Oh, read it is like aggregation site primarily for news or other current things, and it’s basically just a big list of links and it’s divided into thousands of tinier communities called subreddit it’s, which are like mitch interests and they’re part of the bigger side is a hole, okay? And please continue. You were talking about what the community expects her doesn’t yeah, i like there’s. The reddick community doesn’t really like organizational users, so they’re they’re sort of motto is that you, khun b, a reddit user who happens to work for an organisation, but they don’t like when an organization has has its own reddit user name s o the best way to engage on reddit is from a personal account, usually because you want to be engaging in other communities that aren’t just from your non-profit okay, excellent, obviously important to know you’ll be scorned before you even get started. Yeah, you khun get band! They wanted to quickly get bad, but it is a great place for i mean, we’ve seen huge amounts of traffic from reddit like other platforms, we can get it a couple hundred a couple thousand visits, but read it once we got ten thousand visits from read it in the night from one piece of contacts that because these subreddit sir so narrowly and closely defined that’s part of it it’s also just one of the biggest drivers of traffic on the internet. Now it is a huge site it’s been around, i believe, for about five years, i think, and there’s just so many people on there, and if you find the right subreddit that that corresponds with your mission and your non-profit they’re going to be really excited to see your content, okay, anything you want to add about read it well, i was just going to add that i thought. Emma was going to cover this. Someone in our presentation asked about snapchat and that’s, not just jenna. Did you have anything you want to head about? Ready? No. Okay, you go. Okay, please just go. Snapchat is keep a little order. You’re doing great. You’re not a kiss. Wait a little while, so you’ve got to rein it in. So snapchat is ah, very new platform and it’s used by much younger generations, but emma mentioned during our presentation that do something dot or gets doing a great job with snapchat. I don’t know if you want to talk about that more, but they’ve had they i remember reading encased anywhere they had, like a snapchat scavenger hunt on and there’s i believe the guy who’s running it is called the snap, stur he’s like really the pioneer of non-profits on snapchat but he was basically like snapping pictures of himself. It was around valentine’s day snapping pictures of himself around the city with different signs corresponding to what they were doing. And it was a really successful campaign. But yeah, i would love for you guys should look it up. Let’s do something that organ i’ve already had. A mole? Are you finger on? Artie’s been on twice? I’m talking about do something and also talking about t m i they’re consulting arm. Yeah, you know, we didn’t do snapchat. We didn’t. We didn’t explain what it is. Jenna, we haven’t heard from your recent you want to explain what snapchat is? Let me see if i can do this in a concise way. It is a photo sharing app that lets users share temporary photos meaning and i believe you can do video now on it tio lets users take a photo and basically you khun send it to your friend for three seconds for ten seconds and then after that it disappears. That’s snap and that’s what we think exactly, young people like it because it’s ephemeral, it’s like a conversation, right? I’ve seen it used a lot among young people. They share their reactions, so if someone sends a text will respond with the snapchat of their face making an emotion reaction. Teo now, right now i have a choice of if i want to share of the action i gotta choose between read it and he snapchat this is by then my reaction is dead? I’m overreacted already. I think you’re really working it and rises again that especially among millennials and even younger generations that, you know, just getting communications, just getting more visual so people want to see faces they want to engage with people s o text messaging isn’t even, you know, that’s might go away, people really want to communicate face-to-face andre uses nap jet as a vehicle to do so. Okay, excellent, i love that way just have, like two minutes left and we haven’t even talked about facebook or twitter yet. Ah, but i’m goingto since i like twitter a lot, i have a lot of fun with twitter, just like a minute and a half or so who wants to? I want to talk about zoho strategy for twitter? Go ahead, jessica. So twitter is a social networking platform that allows you just in tweets, which are one hundred forty characters long and no more hashtags are extremely popular on twitter it’s fact it’s critical where they originated, may allow you to engage in conversation outside of your immediate conversation that you’re having so you know, it’s common to see multiple hashtags and one tweet tagging users. Is really important if you want to be a part of the community and engage, you can geo tags so you can tie the location from what you’re tweeting, you can now video dirt. They just rolled out a video recording capability on twitter last week, so that’s really important to know. And then, just recently, it was announced that google is going to start searching twitter in their algorithm. So when you search something online, really that’s lee’s tweets, they’re gonna teach will be search results, tweets will be searchers. Oh my gosh, when does that start? Well, it says it’s in the process, last i heard so, but that was like two weeks ago, so it was probably an updated but twitters here to stay, and its growth has kind of slowed, but they’re rolling out these new capability. So, you know, it’s it’s going to be around it’s a great way for organizations just to be a part of a conversation, especially when tools like facebook are slowly becoming less effective for non-profits and other organizations. All right, excellent. We’re gonna leave it there, ladies. Thank you very much. Thanks. Durney on dh. My guests have been jessica williams, account director pritchard communications kayman chadband online outreach associate at p a i and jenna cerruti, account manager. Richard communications ladies. Thank you again very much. Thank you, tony. My pleasure. This is tony martignetti non-profit radio coverage of the non-profit technology conference. Thanks so much for being with us. Jessica williams is now independent. Consultant twenty six, two and ten and tc. Coming up. First opportunity collaboration. It is the single most productive week i have spent all year. And quote that’s. Gretchen wallace, founder and president. Global glass. Grass roots global grassroots. Dar for haiti, rwanda, uganda and yusa. Opportunity collaboration. It’s this weeklong unconference in x top of mexico for everyone who works in poverty alleviation. Ah, there are non-profits from around the world and you connect with people who can help you do your work wherever you are working there’s lots of free, unstructured time to meet people. Make friends figure out how you can help each other. You meet in the pool in the ocean, at the bar. Whatever you want to meet it’s in october i was there last year and i’m going again this year. Any sample ward coming up in? The second segment will be there this year. There are no plenary speakers. There’s, no power points. Every session is in a circle. Three hundred fifty people from around the world collaborating. If you work in poverty alleviation, you need to check it out. Opportunity collaboration, dot net non-profit radio was on the road for two and a half weeks. Oh, my gosh. I was in colorado springs, denver, phoenix, l a half moon bay, san francisco and portland. I met folks when i was in portland. I met the folks at km jozy in in salem, oregon. Of course our newest affiliate, the the program director there. Ah, dave, dave hammock. And then we went and went and met the centre for non-profit innovation. They’re going to be sharing this show. Also lots of very good things happening in the salem keizer, oregon area and then a new california affiliates i’m going to be coming on after they renovate their their sight on dh there in stanford. That is all i am permitted to say at this time i met a second new affiliate coming on in california and that is all i am permitted to say at this. Time in portland met up with amy sample ward also jim white, executive director of the non-profit association of oregon. They’re going to be carrying the show lots of fun in portland, as i mentioned on overall on outstanding two and a half week trip. Loved it. Lots of non-profit radio outreach there’s a video from portland at tony martignetti dot com. And that is tony’s take two for friday, twelfth of june twenty fourth show of the year. Here is amy sample ward from the non-profit technology conference. Provoc radio coverage of ntc fifteen the non-profit technology conference. We’re in austin, texas, at the convention center on day two. My guest now is amy sample ward. She is the ceo of and ten the non-profit technology network and the regular social media contributor. Two non-profit radio kayman sample ward. Welcome. Hi, it’s. Good to have in person. Yeah. It’s fun. I miss being in person. Thank you. Since you left new york city. Yeah, we are. We are each day. By the way, that noise was not non-profit radio sound system. That was the i’ll leave out my adjective. That was the sound system for intend so well that convention center, you know, it was definitely not intend on the convention center is setting something up. Okay on dh non-profit radio has high quality sound. The second day we are highlighting a swag item each each each interview, and we have appropriately hoesch stock and p tech socks for this for this interview with any sample ward ceo. So they’re the socks, and for those listening to the podcast, they’re green or mostly all green with little brighter green heel and toe and orange hashtag and pete hoexter love and and and ten on the other side. Oh, and intends on the other side, there’s intend on the second side. Let’s, get a picture of that also great socks. I’m gonna enjoy wearing these thank you. And we’re headed into the swag pile on day two. Welcome. Thank you. Thanks for thanks for coming on over to the show and i’m very glad it worked out. Well, you know, i’m doing like we did fourteen yesterday, my literally. And how many we have a today mersa eleven. We’re gonna leave twenty five interviews. That’s. Incredible. Yeah. That’s. Twelve and a half shows of. Yeah. And were they? And many of them were with multiple folks from the pictures. Oh, yeah, yeah. We have a panel of four today. They were like, yeah, well, so indian just in just three days of the conference. We have about three hundred speakers outstanding. So all right, you have a you have a great ten percent sample bilich more than i have to have more than ten percent of the yeah, that’s awesome. Um share some anti seat went fifteen stats. How many people are here? How many hotel don’t have? Okay, well, we sold out all of our blocks in six hotels like, two months ago. S o i’m sure we’re in lots of hotels and registrations. I’ll get the latest numbers tomorrow morning for the plenary. But where we’re pretty close to two thousand and cem stats i shared this morning at the plenary we’ve got forty seven states, sixteen countries cool. We have twenty four people here. Who? This is their tenth or mohr ntc. Oh, this has been going longer than i realized. Yeah. Somebody said two thousand seven was the first that’s wrong. Oh, no, the conference. It wasn’t called the ntc, but it was happening and that was the reason and ten was formed was to be the organization to maintain the convenience for this country was a community built around the events. Yes. Oh, excellent. We were just talking. I just had a panel of four. Even though we only have three mikes we started panel for on community built. That was exactly again. Your membership director? Yeah. Was part of it. Yes. So anton was formed in two thousand, so we normally use that as the kind of formalization of the conference. Because it, you know, after intend was formed, there was a riel process and, you know, support for an actual conference verses just smaller community convenience. And before that before that the community was still they were called round ups. They were still coming together, mostly regionally, people that worked in in non-profits or four non-profits you know, from the outside as technologists trying to say, please tell me i’m not the only person who does this, you know, and meeting up. And it was that community who said it’s not sustainable by ourselves to try and keep meeting up, you know, we need support and there needs to be something that’s organizing all of us and that’s when microsoft and certain in a well gave the initial funding and formed and ten and ten outstanding, the community was yes, the community that so and so so encouraging community building. Exactly built itself around exactly around an event, and it knew it needed mohr. Right? Exactly. Be sustainable. Yeah. Love it. Love it. Okay. Um, let’s, talk a little about in ten. Ok? If your opportunity to shout out it’s a very, very welcoming organization, you have tons of re sources and events and things for nonmembers. Let’s start with non members. Yeah, yeah, well, i think that we take being a c three fairly seriously. And we recognize that even though we have membership as a way of making sure we’re better able to know who’s in the community, what resource is they need have channels to communicate with them? You know, membership just gives us direct kind of entry toe all all of that data and knowing what to do programmatically. But like i said, we take being a c three. Seriously, we want everyone to access what we’re doing resource is we’re creating research that we’re doing and our mission isn’t just to serve members remember, our mission is that every non-profit will be able to use technology strategically, so that requires everything be as accessible as it can be. And it is not an organization on ly for technologists no let’s, dispel that myth. Go ahead, exactly. I mean, i think, you know, when we were formed it it probably felt much more technical because the community members that that were in the community, right and back in the nineties, ah lot of folks didn’t really think about technology and all of all of the departments of the organization, you know, we’re not everyone in the organization even had a computer necessarily. So now you know, many years later, everyone an organization is using email the web, you know, many of our our tools or software is actually up in the cloud. We have documents that were sharing so everyone needs to be using technology, whether that’s deep in the database or over here in html or whatever it is. So we want to make sure that everyone across an organization has access to knowledge and resource is but also to other people like them, people that have the same job is them in another organization, his most non-profits, you know, were small enough that there’s only one person that does that thing so it can feel really isolated. You know, i’m the only one that knows how to send a mass email from our system s o making sure people can connect with each other and other organizations to find that one person in the other organization we can complain together, but we can also, you know, help each other a lot, and a lot of this is also live meet ups. Yeah, they’re local clubs throughout the world, but you have international club. Yeah, yeah. So there’s a club in new york and you’ve even been all right? Yeah. So there’s club in new york for trial, and in portland, i tested google glass. Oh, how was that? Loved it. It was a while ago. Chris tuttle, you know, was was one of the beta testers selected by google, and i had fun with it. You know, i talked to it. You move your eyes and it did things. I don’t remember that part talking to it. I like the verbal commands, but yes, so i’ve been i’ve been a couple of times i’ve been another couple, yeah, yeah, so there’s there’s, tech clubs all across the u s, canada, poland, etcetera, okay, yeah, excellent. So that’s the online live ok, so now membership s so very open your worship, his membership is really cheap. Share share its membership. I try to avoid the word cheap because it it is valuable, jordan, it is affordable, affordable very because we want it. We don’t want the membership to be the barrier to this information. And like i said before, membership tow us isn’t the only way that we’re going to be a sustainable organization. Revenue wise. You know, membership tow us is really a way to say these were the people that get it. And these are the people that are committed to using technology. So if we have to make a decision between something we’ve randomly thought up on staff, you know, to do for our next report or something that group of members wants, we noted default to what the membership want, um, and it helps us plan and understand what we’re doing. Of course, there’s not just a couple members. There’s about ten thousand, so it’s not a small group of people to talk to. But it’s it’s, you know, smaller. Then i guess the rest of the world, if we were trying to listen to everyone and meghan in the session, she was in on community building made the point that there’s often surveying your equally survey. Okay, but all right, well, you won’t say cheap, but it’s really it’s really cheap. The low price. Okay, what is it for people who might like to be members? Yes. Oh, well, so the price is based on your operating budget. So it’s starts really low on dh goes up, but i don’t think the highest that it goes is about three. Fifty and that’s for organised for huge organization. Exactly, exactly. And it’s for unlimited staff. Fifty or seventy five dollars? Yeah, i know. You have to tell you a little. Hasn’t oh, it’s seventy five. You do know. Okay, your small organization, five hundred thousand volts boardmember yet every staff person could be a member of our organization. Not per person. Exactly. I won’t say that again. It’s per organization doesn’t matter how big or small you are. It’s, not per person. Yeah, very. Welcoming. Yeah, welcome. Okay. All right. And what? What can what can members expect beyond accessing resources in the membership category? So, of course you’re going to get discounted registration to conferences like the auntie si on and then our other conference, the leading change summit in the fall that is going to an annual now. Yet last year was the first. Last year was the first, and it did well, this leading change yet. And this year, we will be in washington dc in september, the thirteenth through the sixteenth. Okay, yeah. Leading changes. Cool, it’s. Like a little digression. Toby okay. What’s leading change summit about well, you know, we already talked about how the ntc has been going. Basically since sanson ten has been going and it’s exactly. And it’s space. Where really? I mean, every every kind of organization, every size of organization, all of the different technology providers, all the service roads. I mean, this is the conference for everybody and there’s currently, we looked at it this morning, seventeen sessions per times lot. You know, there’s, just so much that happens here and it’s really a place where people come because they want to. Meet people, they want to meet up with people they already know they want to find that person that can help them on, and they want to go to los lots of sessions. But that doesn’t mean that there’s a lot of time where you’re not talking to people going to different sessions, going around to all the different parties we wanted to create another space that let people who maybe didn’t necessarily need thio learn things in a session. They already had the ideas they just needed people to poke holes in those ideas or people tto give them the push they needed to really try it out. So the leading change seven unlike the ntc, with two thousand people leading change, summit has about a couple hundred three hundred people it’s purposely small because there are no sessions, it is ah facilitated process. So you come in with your ideas or your challenges or this thing that you’ve been driving you crazy and you don’t know how to get over it at your organization on through those three days have the opportunity to work with trained experts, facilitators and everyone else that’s there to say this is what? I want to do help me tear it apart. So i make it better. And the leading change summit ends with an idea accelerator, so people can formally throw out an idea. Have people joined their team and help make it better throughout the day? And at the end of the day, you can pitch for riel prices. So organizations, air receiving software, other technology they’re receiving. Probono branding probono strategic advice. All of those pieces come to projects that are voted on at the end of the day by everyone in the room, so that they can really become riel. Okay, leading change, some it’s going to washington, dc. When, when is it? September thirteen through sixteen okay. Like what you’re hearing a non-profit radio tony’s got more on youtube, you’ll find clips from stand up comedy tv spots and exclusive interviews catch guests like seth gordon. Craig newmark, the founder of craigslist marquis of eco enterprises, charles best from donors choose dot org’s aria finger, do something that worked neo-sage levine from new york universities heimans center on philantech tony tweets to he finds the best content from the most knowledgeable, interesting people in and around non-profits to share on his stream. If you have valuable info, he wants to re tweet you during the show. You can join the conversation on twitter using hashtag non-profit radio twitter is an easy way to reach tony he’s at tony martignetti narasimhan t i g e n e t t i remember there’s a g before the end he hosts a podcast for the chronicle of philanthropy fund-raising fundamentals is a short monthly show devoted to getting over your fund-raising hartals just like non-profit radio, toni talks to leading thinkers, experts and cool people with great ideas. As one fan said, tony picks their brains and i don’t have to leave my office fund-raising fundamentals was recently dubbed the most helpful non-profit podcast you have ever heard. You can also join the conversation on facebook, where you can ask questions before or after the show. The guests were there, too. Get insider show alerts by email, tony tells you who’s on each week and always includes link so that you can contact guests directly. To sign up, visit the facebook page for tony martignetti dot com. Duitz now back to back to what we’re talking about, teo members have lower rates on both of the conferences and of course, on the way we do online educational programs, webinars and community calls all year and for members, those air either free or fifty percent off every time, and then members also always have free access to our research little known fact or or rarely used member benefit is that in ten members for research that’s done in house it entin so not necessarily our partner reports, but reports that we collect and analyze all the data members can have access to the raw data to run their own analysis if they want to do their own, you know report or they want to compare their organisations data against the report data, alright, yeah and then of course, there’s online community groups we call him community practice, we have the tech clubs we talked about, they’re just you know, any any idea that community has for away that will bring people together or create more resources for others? We’re all ears were happy to create those things that’s outstanding us a little more about the communities of practice? Sure. Very diverse subset of communities. Oh, yeah, and they’re their community lead, so we don’t necessarily say there should be a community of practice on this topic and we just create it instead, we wait for a community member to say they want to have that community, and we encourage them to have at least one other co leader so that you don’t feel like you know you’re on you. Yeah, they have two people do it myself exactly, and so there’s normally too. I think one of the communes of practice of it has five organizer’s and they have an online group. Some of them have a weekly twitter chat that’s public, some of them have monthly community calls, phone calls where people call in, others do full webinars really self directed. I’m totally self directed, we we provide those platforms so you’re using and tens webinar platform so you don’t have to pay for it is a community group where our phone line, whatever, and we of course help with promotion or making sure people know about the community of practice and like you said, super wide range there’s community of practice for women and technology there’s a community of practice for people who use droop a ll as a web platform. So you know, everything in between there was some conversation about starting one in podcasting. Yes, there was on the show that yeah. And you have been hearing? Yeah, that was from a listener. But then you had been getting some interest. Independent? Yeah. Did. Did a podcasting community practice get started? I what i remember is that i think they were going to start after the ntc s. I think so, folks, we’re going to try and meet up here in person. Yeah, but there’s definitely. Maybe maybe people are taking your lead. They like this on ly audio thing on. They want to meet up. They want to start making them from them. Certainly do. Well, podcasting xero latto getting a lot of popular press now. Yeah, i’ve been doing it for a half year. Exactly. I feel like an early adopter. Finally, somebody right. Finally sides. Great hair early, which i have sixteen. I had a past you patch of gray here, right? Right here on my left temple. Really? Sixteen years old. Yeah, i got but so aside from that now i’ve actually, early adopted something by choice. Write what i know. Yes, i love the audio format. Although we brought video to ntc. Yes, of course. Way i found a great local videographer. Okay, i’ll shut him out. West shepherd, he’s our videographer and and you know multi-channel yeah, because i’m always i’m most thing to you advice exam often encouraging multi-channel engagement. Exactly what’s your own what’s your own history and end ten going back before membership director when i first knew you when you first joined this show. Yeah, membership director what’s your own history. I’ve been and ten member for many years i was part of the community i actually used to be based before new york, and before london, i was back in portland and started the portland tech club that actually still exist today. However, many years later, oh yeah, i was still been organized, so i started that grew back in two thousand seven in portland, and then a year later moved to london, started the tech club, they’re moved to new york, helped with the tech club it was already going, and then when i moved back to portland in summer twenty thirteen, helped again with the portland tech club, even though i’ve been all these years and whole, you know, cycles of organizer’s had gone through and yeah, it was pretty cool to see there was still going, and the communities can use your baby. Yeah, what year was that? Portland you started two thousand seven. I started the club. Okay, that was really your beginning of ah, of having a membership did you know i was already a member, but that’s when i had my, you know, kind of formal active role because i was an organizer tell me more about, um, what are the types of events are there you? Uh, yeah, we have lots of different i mean, we we gravitate towards online things just because they’re more accessible, he doesn’t you don’t to fly anywhere you want to pay for a hotel, you know? So we do a lot that’s online or we try and make things accessible online. So, you know, the ntc has thirty sessions recorded and uploaded for people who aren’t here, but we also have what we call labs, and they’re you know, they’re not a full conference or just one day, and they normally have a capacity of only forty or fifty people, but they’re on all day we or shop hands on doing doing in a really strategy or planning work. So we’ll walk you through how to create your evaluation plan. How do you go from knowing what your mission is to what happens to be in your database to what should be in your database and what you want to be measuring? Or how do you create a campaign plan? You know, those kinds of things will do those in labs on we have to think we have about eight of them this year. We’ve already had one that was on technical project management. That sounds a little nerdy, but it was saying, you know, even if you’re not, even if you’re not techie, if you’re going to do a website redesign, how do you how long does that handle? What? How much does it cost? I mean, how do you how do you know how? T exactly? Yeah, eso we do labs, we have the conferences, but i i’m always really impressed just to go back to community practice again by the diversity of those events, you know? I kind of mentioned it, but we have a group that organizes twitter chats every week. It takes a lot of work to organize a twitter channel, you know, and they’re doing that as volunteers every week, and then we have community calls or people call in there’s one for, um forget what they’re called. They changed their name technology managers is basically anyone in organization who you know feels like they’re managing all the systems on bail, they haven’t open calm. People call in and just ask, you know, i need a new ticketing help desk what it was everybody used, you know, and they just kind of crowd source answers for each other every month on dh the droop a ll group i mentioned they have webinars because they take turns literally sharing their screen and showing each other how to fix code, how to install modules. I mean, it’s, just so sharing, you know, it’s such a great spirit that then when we think we’re going to put on a workshop, yeah, we here take everything because you’re probably going to go do this workshop tomorrow better than we did it today, you know, just take it run with it you’re coming up on your two year anniversary, you know june’s jones, your two year anniversary? Yeah. Any aah! No, no lessons learned or something. You you’re willing to share about being good moving from staff position membership director tio the ceo. I don’t know. I kind of can’t believe that it will be two years in j remember what it was? I know, you know, i feel like it’s time flies, right? But i think it’s i think it’s really great. I mean, i am so proud of how much this small number of staff have done in, you know, now, whatever eleven, eleven counting me. So tio have, you know, put on two conferences. You know, this one that we’re at now in last year with over two thousand people and everything else that way around, like it just feels so cool to be a part of that team where magic is happening. That’s an example of the smart use of technology, you use a lot of shared documents. Unconference sisto conferencing, right? Exactly. Docks? Yes, because we also have two staff who are remote, so they’re not in the office we can’t just rely on is there, some way we remote, so we we’ve kind of changed our processes that we just don’t you know, you don’t have a meeting unless you have a hangout video or skype video, something going that khun lupin, who else is not in the room on dh? You know, everything we do were taking notes in live documents so that they can be shared with people. Andi just made that kind of daily practice of howto work with staff has made events like this really easy because you don’t have things sk world away on just one computer, you know, everything’s living in the cloud staff are used to having to use collaborative apse on their phone to post an update to everybody, you know, things like that where it just makes live events so seamless because we know how to communicate with everybody. We know where the resource is live, all of that you’re not standing example of the use of technology on and nonprofit organizations. I mean, we feel like we have to be right. You are, should you and you are in fact walking the walk. Awesome that’s great to hear we have. We have high expectations. For ourselves. Amy sample ward she’s the ceo of intend the non-profit technology network, monthly contributor in social media to non-profit radio and a good friend. You know i love are you come on the two hundred fiftieth show. Yeah. Way okay. Yes. Is july, july two hundred fifty? Yeah. Coming up. I don’t know the day i got okay. Okay. You started with joe number one hundred first when you were on. Yes, i like to start on. You know, remember herbal? Yeah, exactly. This is tony martignetti non-cash non-profit radio coverage of the non-profit technology conference. Thanks so much for being with me and amy. Yes, and thanks to everybody at intend, the non-profit technology network, i got to meet some people. Ah, teo, toward the office, the inten office in in portland, but one part of my terrific several days i spent in portland, oregon, next week. Rich deets from abila with their engagement study, are you engaging with donors in the right places with the right frequency? If you missed any part of today’s show, find it on tony martignetti dot com. Where else would you go? Opportunity. Collaboration. The world convenes for poverty alleviation. It’s. An outstanding unconference that will ruin you for every other conference opportunity. Collaboration. Dot net. Our creative producers, claire meyerhoff. Sam liebowitz is the line producer. Shows social media is by susan chavez, susan chavez, dot com and this music you’re listening to is by scott stein. Love it be with me next week for non-profit radio. Big non-profit ideas for the other ninety five percent. Go out and be great. What’s not to love about non-profit radio tony gets the best guests check this out from seth godin this’s the first revolution since tv nineteen fifty and henry ford nineteen twenty it’s the revolution of our lifetime here’s a smart, simple idea from craigslist founder craig newmark yeah insights, orn presentation or anything? People don’t really need the fancy stuff they need something which is simple and fast. When’s the best time to post on facebook facebook’s andrew noise nose at traffic is at an all time hyre on nine a m or eight pm so that’s, when you should be posting your most meaningful post here’s aria finger ceo of do something dot or ge young people are not going to be involved in social change if it’s boring and they don’t see the impact of what they’re doing. So you got to make it fun and applicable to these young people look so otherwise a fifteen and sixteen year old they have better things to do if they have xbox, they have tv, they have their cell phones. Me dar is the founder of idealist. It took two or three years for foundation staff, sort of dane toe. Add an email address card. It was like it was phone. This email thing is fired-up that’s why should i give it away? Charles best founded donors choose dot or ge somehow they’ve gotten in touch kind of off line as it were on dno. 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