Tag Archives: nonprofit technology

Nonprofit Radio for June 5, 2015: Your Video Strategy & How To Get Found

Big Nonprofit Ideas for the Other 95%

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My Guests:

Bridgett CollingYour Video Strategy

Video is the most popular and fastest-growing form of content. Bridgett Colling shares her advice on fitting video into your mission. Do you know about YouTube for Nonprofits? What are WooBox and TagBoard? Bridgett is director of content marketing at See3Communications. We talked at NTC, the Nonprofit Technology Conference hosted by NTEN, the Nonprofit Technology Network.

 

Elizabeth Beachy & Arika SanchezHow to Get Found

With Elizabeth Beachy (L) & Arika Sanchez at NTC

Your content strategy needs to consider that people now search YouTube, Twitter and Pinterest almost as often as they search Google. Now that search has changed, how do you create content that gets you found? From NTC, Elizabeth Beachy is director of strategic communication at Upleaf and Arika Sanchez was formerly the Communications Specialist at the Center for Nonprofit Excellence.

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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, i’m glad you’re with me. I’d suffer biliary calculus if you had the gall to tell me that you missed today’s, show your video strategy video the most popular and fastest growing form of content. Bridget calling shares her advice on fitting video into your mission. Do you know about youtube? For non-profits? What are woobox and tag board? Bridget is director of content marketing at sea three communications. We talked at and t c the non-profit technology conference hosted by n ten, the non-profit technology network and how to get found you’re content strategy needs to consider that people now search youtube, twitter and pinterest almost as often as they search google. Now that search has changed. How do you create content that gets you found from ntcdinosaur? Elizabeth beachy is director of strategic communication at upleaf and arika sanchez is communications specialist at united way of central new mexico. I’m tony take two thank you, responsive by opportunity collaboration, that working, meeting on poverty reduction that will ruin you for every other conference here is bridget calling from the non-profit technology conference on your video strategy. Welcome to tony martignetti non-profit radio coverage of the non-profit technology conference. Our hosts are n ten, the non-profit technology network. We are in austin, texas, in the convention center. My guest is bridget calling she’s director of content marketing for c three communications, and her topic on the workshop is video strategy how to compete and win in a video centric world. Richard calling welcome to non-profit radio. Thank you so much, tony. Pleasure to have you it’s so great to be here. Thank you very much. How does video strategy fit into our overall content strategy? Well, something that c three has been saying to non-profits for years is that you don’t just need one viral video. You need a video strategy video works five video please come get away from me. I know i know it’s so hard if it happens, but it hardly ever does. Alright. Well, especially with the ice bucket challenge happening last summer, i think a lot more non-profits now it’s, not just the viral video it’s, how can we get hundreds of viral videos in a campaign? But the truth is that that doesn’t just happen, it’s not something that you can construct inside your boardroom, it’s something that has to happen either organically or it happens over time with a lot of effort and a lot of practice and a lot of community building ondo something that we’ve seen happening really catching on with non-profits is the concept of content marketing s o producing content that’s geared towards a very specific audience with the intention of driving them toe action on dh that content is really focused around their goals and their needs and speaks very clearly to who that audience is. S o we see a lot of non-profits coming to us now asking about content strategy, wanting to know more about it wanting help with developing their own content strategy so that they can create thoughtful content around their causes on that make their constituents really excited to be involved, excited to volunteer, excited to donate on. And so we see video fitting into that really well, a za piece of i don’t know what that was. I don’t know if part of part of the science fair floor just fell down or what? Hopefully everything okay that that that that clolery but oh, it was probably the puzzle. You’re right. I don’t know what that weird little guy. You okay? Better what one i i pictured someone’s booth collapse happened. We got a little scared each foot told jungle. Yeah, well, also saying so we see video fitting into that really nicely because we we know that video is one of the most compelling forms with content you can produce on dh it really can get two people emotionally. It can really drive people to action in a way that other types of content can’t, because i mean compare i’m adding sound and video and images together just makes for a really compelling emotional story on dso, we see video fitting inside of a convict strategy really well, along with other pieces of content. So, along with your social media strategy, along with your website, along with their email, you can’t just think of video as its own entity. It’s smarter to think about it inside the lens of all the content that you’re creating from your non-profit ah, should should every piece of video in our strategy have ah have a call to action, even if it’s something small, like share should it always be a call of action? You know, i think you can’t go wrong with having a call to action. I don’t know, i wouldn’t say that every piece of video action absolutely has to have a called action, but i do think that more non-profits tend to shy away from putting a call the action at the end cause they don’t want to be too demanding was what we’ve seen in the non-profits we worked with in the audiences that we worked with is that people expect there to be a call to action. People want to take a meaningful action if they care about your cause on dh. So even if it is like you were saying something simple, like sharing or telling your friend about this or visiting this website, people tend to like somewhere to go after they see a piece of content that they find really engaging. So i i wouldn’t say that you have to, but i would say that if you want teo, you shouldn’t try away from it. Okay, i’m going, i’m going to presume to tell me if i’m wrong is the place to start with our video strategy fitting into our overall content strategy is our goals for video. Oh, yes. Okay, maybe you talk to michael about this last year. Thiss comes up a lot. Yes. Yes, absolutely. Why the hell are we doing this? My daughter? We’re talking about our goals. No, no. Why are we doing video? Our overall strategy, right? Yeah, well, i think the question isn’t why are we doing video? The question is, what do we want our non-profit to be achieving? What do we want? What kind of impact we want to make on our cause? And then once we figure out what that goal is, then we can figure out how video is an effective part of that on. And i think that’s true for all types of content. I came to see three relatively recently from a social media marketing agency and something that i heard from a lot of my social media clients was, oh, we want a facebook page so that we can get in front of young people or we want a twitter account so that we can reach more more people who are techies on and that’s great, but that doesn’t fit with your business goals or with your non-profits goals, then what’s the point on dso i think starting with what your objective zara’s a cause what you object, stars and organization is a very important place to always be able to refer back to it because otherwise things can get way out of scope. You, khun b reaching for things that don’t really matter. Michael talks about an organization not that see three works with but that michael and see three’s cofounder danny are friends with who made a really successful video, got millions of hits online, didn’t do a thing for their cause. Nobody visited the website nobody donated, nobody volunteered so you can have a viral video that actually makes no impact on and see three is definitely in the business of creating videos that actually create impact even if they don’t go go viral. Amending the michael we’re talking about. Michael hoffman was a guest of honor non-profit radio ntcdinosaur year and is the ceo? Is that right? Yeah. The cofounder of c three years ago, um, let’s spend some time talking about getting your videos found. Yes, the best video is not worth anything. If no one watches it? Absolutely where we need to be thinking about so something that we’re seeing a lot more of lately is video that’s actually directly uploaded to facebook, and i think we’re going to see a lot more video that struck the uploaded twitter as well. Youtube is still a very important platform, and we recommend that all the non-profits that we work with, upload their videos to youtube and optimize them for youtube. Eso youtube is actually the second largest search engine after google uh, number two okay, yeah, ah well, last time i check my stats, i believe that’s still true, so you choose the second largest search engine, so if you optimize your video on youtube, if you upload all the subtitles for your video, if you add really good tags to your video that will help people when they’re searching for it on youtube, you are much more likely to have it be found either in a google search argue tube search on dh if you could take the time tio upload a spanish transcript as well, we’re seeing a lot more spanish searching happening both on youtube and on google in general. On dh so uploading a transcript in spanish and english. Yes. Where do you where do you put the transcript? There is a space when you go to the creator studio and youtube to upload your transcript so you could do it there. Okay, so those are the okay, no need for me to ask what the how do you optimize for you two? You’ve just explained it. Yeah, well, that i mean there’s, other there’s other ways to optimize for you to do so i’d say i’d say creating a title and a description for your video. That is not something that’s thinking about your audience is you develop the title and the description for your video. So a lot of times in non-profit video will see things that up, things that are uploaded that say dahna gala video twenty fourteen and that’s fine if you’re just doing it internally. But if you want anybody, any of your constituents to see it who are outside of the organization, they’re not going to find it by searching dinner gala video. So you need to be thinking about your audience as you put your video on youtube and think about what? They would be looking for when they’re searching for that video in the same vein up putting are adding a description that says that tells a story about the video and invites people teo click play on not just saying, here is a video of our dinner gala in twenty fourteen um is a really smart strategy to get many more people clicking, playin and actually watching the video, alright, any other tips strategies for getting our video found? Yeah, well, i started talking about youtube and facebook at the beginning there, so we are this is a more recent trend that we’re seeing, and i actually think non-profits were a bit ahead of this curve with the ice bucket challenge last fall because so many people were uploading video to support a cause which was a less directly to facebook, and we saw that people were able to do that because we have these super computers in our pockets now and high production video teams that are located on our phones on dso, it’s amazing that people can take such high quality video insurance so easily and with the introduction of facebook auto play video, i don’t know if your facebook news feed looks anything like mine, but mine’s covered in auto player because, like, how do we stop these damn thing? You can think i can get it out now, isn’t there? That was the strategy, but there is a there is a setting for not having autoplay, isn’t they’re? Uh, they’re not off there. Maybe i think i saw i think i’ve heard about that, i don’t know specifically, yeah, but i think over time the facebook’s goal is to have mohr auto play video showing up in your news feed if you don’t have it set on auto play than at least more video showing up in news feed because both facebook and twitter positioning themselves as hosting platforms for video, not just spaces for youtube videos to be shared s so we see that all the social networks are looking at the value of video and finding ways to position themselves as a sharing mechanism between the people who are creating the video and their constituents who they want to share them with. S o, we’re actually seeing some creators who are leaving places like vine or youtube and moving to facebook as their platform. Where there is showing their videos directly, 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. What else does this mean? What are the other implications of of twitter becoming, for instance, twitter becoming a a, uh, cite a site where where direct content? Yeah, video video is directly uploaded. Yeah, well, i think i think the social networks want to own your content on so the way in the way that youtube, as ownership over all the videos that are uploaded on youtube, i think twitter and facebook want a cut of that as well. On day one, they want to have really direct access to that content because they know how powerful video is and they know how effective it is moving people to action. Good. Ah, let’s talk about some of the production if some production strategies yeah, i think you’ll agree that doesn’t have to be high production value moving and compelling. Absolutely no. Okay, sure, talk about yeah, well, won. And michael and i were just talking about this earlier xero propping for the presentation. Eso won really great example that if i could point your radio listeners there you look up. Twenty fifteen dot do gooder dot tv. We’re announcing the winners of our duvette video awards awards. Yeah, so those are the where it’s the ninth annual wars they celebrate the best in video for good on die only plugged this because we had a really awesome winner in the funny for good category. So this is not the official enough, it doesn’t go out till tomorrow morning, but ah, but the winner of that category was this organization called unbound, who created a parody video between two ferns with zach galifianakis. I don’t know if you’ve ever seen those videos on she’s seen the video, okay? Marissa has yeah, production assistant here at ntc geever says, yeah, but the between two friends is ah, parody of talk shows um, and so zach galifianakis and actor and usually a celebrity who come and sit between two fake for implants and zach alfano argast basically makes fun of the other actor the whole time, pronouncing their name wrong refers teo movies that they haven’t worked in and talk about how great their work was in that movie on dh so it’s, it’s it’s very funny, it’s very dry on and so this organisation unbound created a video called between two furnaces it’s a ten minute video it’s there may be two different cameras that they used on the two different interviewee are the person, the interview and the person interviewing s o they cut back and forth a bit, but aside from that, i mean there’s a little bit of sound at the beginning. Ah there’s, no motion graphics it’s, obviously, people who are in house who are doing this, the scripts are right in front of them it’s so basic, but it’s so funny on and i think it shows that, you know, we hear from non-profits all the time we don’t have the budget, we don’t have the budget and and budget could definitely be a limitation, depending on the type of video you want to create. But i think if you’re just talking about creating a video that’s getting the word out about your organization, if you think creatively, you could really push the boundaries and create something that’s, that’s really unique and very interesting. And so that video actually got over three thousand votes in the digger awards on dh we’re really poor, proud that it’s a winner because we think it shows non-profits that you could do something simple and still have a huge success. With it, how does their work related teo video they created between two furnaces, so so they actually use the video, too? Talk about the work that unbound does s o they work in, i believe it’s twenty one different countries to help alleviate poverty, and so they talk about the work that they do during the video, but they talked about it in a very funny comedy parody way on, so they kind of poke fun at the fact that it used to be a christian based our may still be a christian based organization, but they poke fun and say, you know, so don’t you hand everybody bibles? Everybody’s got to get a bible, don’t they? On dh, they poked fun of themselves, which we think was also very brave because a lot of non-profits khun feel very scared about being vulnerable like that and, you know, poking fun at their own image are their own mission or their own values, but it it was really cool seeing non-profit, you know, taking some, being a little bit bonem herbal and and getting a bigger reward in return, okay? And i guess generally the duke latto videos are good. Examples of video well done, yes. High or low production value? Absolutely. Yeah, so we definitely have a lot of other videos that contest that are very high production. I’d say our best non-profit video winner, which was cystic fibrosis trust they have a very high production video. Both of the videos that were submitted tend to be from more non-profits who have a bit of a budget? No, they’re they’re focusing on these videos, and they’re thinking about the distribution of the videos too. So when they create the videos, they know that one of the ways they’re going to promote them is by submitting them to the do gooder awards. So it tends to be organizations that have a more thought out video strategy. Um, so we do see a lot of hyre production videos, but there’s there’s a whole range in there so i’d recommend people if they’re interested in seeing examples of great video, they’ll be able to view all of our finalists in the winners on twenty fifteen that do gooder dot tv if they want to check it out. Okay. Excellent. Yeah, we still have some time left together. Okay. What more can you tell us about video strategy fitting into our overall content strategy. Yeah, well, i think so. I really i talked a lot about the low production between two ferns are between two furnaces rather, but some other video strategy chips that were going to be sharing tomorrow in terms of easy ways to produce more video, please, on some, some of those would be a really video curation using user generated content. Eso asking your fans to send our your fans i’m very i mean, youtube creator land, we’re working with a lot of youtube creators for the do gooder awards they have their fans have been a lot of videos to them, but ask your constituents. Teo create videos to help support your cause if you give them very specific talking points, tell them about what time you what length you want your video to be encouraging them to take videos but their smartphones and send them to you our upload them using a hashtag there are a lot of platforms you can use now third party platforms that will aggregate any content that sent to a certain hashtag on dh so we see a lot more non-profits using technology like that in order to really gather a lot of user generated content easy wife, what are some of those sites eso won that i’ve used before is called woobox wooo, botox, that’s good arika and so that’s actually, you can create absolute can embed on websites or you could add, is an extension to your facebook page. It’s very easy to set up on and you could you could do something like a hashtag contest that you could do, you know, hash tag non-profit radio and everyone who submitted a photo or tweet with a hashtag non-profit radio would have their content entered into this contest. Andi, it gives you all the tools basically run a contest from there another one another one of the good that’s, the main one that i’ve used in the one that i’ve used, not so much for your contest, but just just sift through content is called tag board uh, yeah on and so that’s a really good one. It it has a beautiful display. It’s totally free to use on dh i’ve used it a lot, especially when so for something like ntcdinosaur you create a tag board for fifteen and tc and see all the all of the stuff that people have submitted under, you know hashtag fifteen ntcdinosaur filter out videos, photos, tweeds, etcetera also, by the way, thank you for shouting out hashtag non-profit radio e do it often enough it’s! A pleasure to hear someone else’s thank you sort of well it’s reminding me of storify yes, but it’s maur automated yes, it’s more automated. So store five more you would take your pulling, you pull the trigger on story so this was this would be automated. So anything that kayman under that hashtag would be in there something like woobox would give you the control. Teo, sift out any content that you didn’t want to end up in there. So if someone was spamming you, someone is family. You could delete it, but something like tag board wouldn’t because a free service you wouldn’t have that, that kind of control. But i do. I find that it’s great, especially for conferences or things where if i’m live tweeting an event and i want to see it everything going on an event in one place. I use tide board to look at that. Okay, good. All right. So a little more time. Ok, tell me some more stuff that you haven’t told me yet. Yeah, sure. So tomorrow, let’s, see what else we’re talking about. A fact about video tips and tricks. We’ve talked about distribution a bit. Um, i guess i’d say some more ideas for generating video for your non-profit ah, that aren’t as high production argast high cost. We’ve been doing a lot of google hangouts recently, those great they’re awesome automatic video was completed it right at the end yet, so yeah, in order to do that, you have to do the google hangout on air. If you do, a google hangout on area video will be automatically upload to youtube. It looks great. It makes it so much easier. I know, especially for me. As a content manager, i’m looking for anything that will automate my process for me a bit and take away some of that time that that i would be taking to upload a video and optimize it. And so you could do all that in the front end through google plus, when you set up the hangout, um and it’s really great we’ve been doing hangouts we’ve been doing interviews with people in the non-profit community. So we did one a few weeks ago with jeff brooks of future fund-raising now, we did want a few months ago with joe waters and keep the lower miller on dh yeah, we’ve been really enjoying doing the girl hangouts on, and it makes it really easy to dio these quick, quick little powers with people and to be able teo transfer the video back and forth between users in a way that looks really advanced looked really polished but is very cheap and easy to dio it’s free and it’s easy today i’ve done some non-profit radio hangouts. Yeah, cool, yeah, especially when i see somebody or something that’s going to attract a lot of attention and comments. Yeah, so then we get people chatting or they’re coming into the video absolutely great, yeah, that’s so cool and the other thing i’ve been doing is webinars too, which i know is so old school, but i think especially in the age of content strategy, creating things that people that you can have people exchange their email address for in order to give them some content, so something like a webinar where you have to give your email to sign up is really valuable to non-profits we talk about condoms strategy, we talk a lot about subscription on making sure that you can have a way to collect people’s email addresses s o that you actually have their content contact information for the long term on i say a lot of times i’m not the lunar says this, but on i tell non-profits a lot that when you are building your community on facebook or on twitter, on youtube, even your but you’re building a house on rented land. Oh, and you don’t really own those network. So you know facebook could shut down tomorrow, and then your community of hundreds of thousands of likes is gone. But if you have people’s email addresses, it’s a much more secure way to stay in touch with the people who you wantto communicate within the community that you’re building. S o we always recommend that people build and email database and find ways to drive people to sign up for for your email lists and how can we use video toe? Do that so video, actually, so this is special for non-profits if you’re a part of the youtube for non-profits program, you are one of the select few on youtube who can actually take people from your video to a third party websites. So not another youtube video on and so you could take people directly to your email sign up form from a video. Ok, which is something that for-profit scant. Do what you have to be a member of your youtube for non-profit program the youtube non-profit program okay, find that sign up for it. Yeah, youtube dot com slash non-profits okay, very easy. You could drive people to third party use. A third party went from your video from your video. It was embedded clicking? Yes, exactly, yeah, and there’s a lot of other. There are a lot of other benefits to the youtube non-profit program tio they provide training and resource is especially for non-profits you get access to these things called youtube spaces, which they started creating for their youtube creators? S o they’re basically production studios that air good, especially for non-profits and their special youtube creators who want to be creating high quality video but don’t have the studios to do it themselves on and so i would say, look into the youtube non-profit program, there are a lot there are other benefits, too. I’m just signing up and it’s it’s free from non-profits to join, okay, we have another minute or two, okay, you’re loaded with information, i’m not looking like you hold back. No, i don’t remember everything from my from my presentation tomorrow i’m trying to think of anything in the topics that we haven’t covered already. Actually, the thing that we’re opening with that i’m very excited about is that buzzfeed obama video did you see that when i was making the rounds on facebook? Eso obama did a video with buzzfeed a few weeks ago that was used to encourage people to sign up for obama care by the february fifteenth deadline on and i thought that when i saw the video it’s like, gosh, this is so smart and this is going to be so this is going to be in my webinars and presentations for the next six months because it really showed that the white house understood who their audience was for that specific campaign s o they needed young people to sign up for obamacare in order to offset that a lot of people who were, you know beyond their twenties and thirties already signed up for obamacare, which is great, but they needed more young people to sign up to offset the medical costs of older people would already saying that we need help. The young people, yeah, the older but of course all the young people think nothing bad is ever gonna happen to them. They’re never going to die, so none of them were signing up. Eso aza let’s, last ditch effort the white house used busby to reach that audience on. They created a video i think it had within the first day it had over one hundred thousand shares. Had millions of hits on buzzfeed. Millions of hits on the thehe four double care act website on dh. So it was really the healthcare dot gov website, i should say on and so it was successful for the obama campaign. I looked at the stats and although i couldn’t obviously on my end, i couldn’t see specifically what factors led to this increase, but they had eight million people sign up for on healthcare dot com that govern in the last six months. What do you think? What do you think contributed to this? Well, they had. So i was going to say that eight million people saying up in the last six months, and they had one million people sign up in the last week after the video was released. So so that it was one eighth of the total sign ups, which seems pretty significant. Was it an outstanding video? So it was an outstanding video because they placed it on a network. That was really it was really targeted towards the young people who think the lights just went out in, uh, and in the science fair. But non-profit radio perseveres never own lights. We have our own electric. Unless they shut the electricity off. We’re fine. Yeah. All right. Here. We still can. You still see us in camp? Okay, wait. Persevere here. We would shut it down around us. Yeah. Means no, keep going. All right. So the name of radio but shows the right channel treyz so they knew who their audience was. First of all, they weren’t trying to reach all people. Ah, latto things were for non-profits is that? Oh, were for we’re caused for the general public and lord knows you’ve got to know your audience. They had a targeted audience. They reach him on the right channel and they use the right kind of messaging to they are on ly linked to the website once in the actual description of the videos at the very top. Ah, and then in the whole video itself, obama on lee said, you know, you have to sign up by february fifteenth, one time it was done as a joke. So and the whole rest of radio was just funny. Interesting share a bowl content. So it was really great. It was very humorous is successful. A successful video. We’re gonna leave it there. Great. Richard calling she’s director of content marketing for c three communications. Bridget thank you very much. Thank you. Johnnie. This is tony martignetti non-profit radio coverage of ntc the non-profit technology conference. The lights came back on. We don’t care if you turn them off. Turn them on. We are here at and t c for the duration ntcdinosaur when we end and not before absolutely thanks very much for being with us. Thank bridget. Time for live listener love so grateful to all our live listeners throughout the world, we had all kinds of continents checking in weekly. I am not live this week. I will be next week. But live listener loved everybody listening right now. Right now. Right now, all the live listeners. Thank you. Podcast pleasantries to every listening. Some other time, then now ah, in that time, shift pleasantries to the manny ten thousand plus podcast listeners and those affiliate affections going out toe every person who listens at one of our many affiliate stations throughout the us. Am and fm love you, affiliate affections and a special shout out to k y e r s f m ine medical lake, spokane, washington tony, take two and how to get found. Two coming up. First opportunity collaboration, opportunity. Collaboration is so well organized and very different from other conferences. We get to know each other in small groups and explore our values. But above all, the environment makes such a difference and the amount of free time to talkto many different people about each of our programs. The diversity of people is excellent. That is sakina yaqoubi, founder of the afghan institute of learning in afghanistan and pakistan opportunity collaboration you’ve heard me talk about this, for goodness sake. Are you checking it out for pizza? You know it’s the weeklong unconference in its top of mexico around poverty alleviation, you’ve heard this there’s not profits from around the world as well as impact investors, social entrepreneurs, academics, corporation’s, even grantmaker zoho i was there last year. I’ll be there this year. You’ve heard this. You know it, for goodness sake, would you just goto opportunity, collaboration, dot net if your work is around poverty alleviation, for goodness sake, thanks so much for listening and supporting non-profit radio this is tony’s take two not a very subtle transition, but showing my gratitude nonetheless. There are over ten thousand listeners, but i really i feel my connection to you. I’m talking to you. Yes, you i thank you so much for being with me for letting me share information that helps you that helps you in the work that you’re doing the lives that you’re saving, whatever it is that you’re doing toe make social change to make this world a better place. Thank you for letting non-profit radio help you do that i feel like that’s. A privilege that you share with me, listening, letting me into your inbox with the weekly email alerts following on twitter sharing, retweeting my post on twitter, following on the facebook page, emailing me telling me how valuable non-profit radio is to the work that you do, i just thank you. I thank you so much. Four sharing your time, a very precious commodity that we all have with me. Thank you. That is tony’s take two for friday, fifth of june twenty third show of the year, and i should say, by the way, if you want to email me tony at tony martignetti dot com, here is how to get found with elizabeth beachy and erica sanchez welcome to tony martignetti non-profit radio coverage of the non-profit technology conference twenty fifteen we’re in austin, texas, at the convention center. Our hosts are intend the non-profit technology network and my guests are elizabeth beachy, director of strategic communications for upleaf and arika sanchez, communications specialist for center for non-profit excellence at united way of central new mexico. Elizabeth erica, welcome. Thank you. Pleasure to have you both now, erica. I understand you were pulled in-kind of last minute to substitute for someone. So you’re really just talking about the organization’s website. Yes, right? So that so i just want people to know if they don’t hear from you that much. I’m not being rude and you’re not being shy, but you’re kind of a last minute. But we’re glad you’re with us. I’m glad to be here. Thank you. Record. Okay. Um elizabeth. Oh, and your subject matter for the workshop. Is does your content strategy now? Trump theo trends and tips to help you get found in two thousand fifteen elizabeth what is changing balance between content, strategy and ceo? So one big thing is changing the balance and that’s basically the introduction of smartphones. Yes, holding up her smartphone? Yes, for podcast listeners, we don’t have the benefit of the video she’s holding up their iphones. This ubiquitous smartphone is really changing everything in terms of how people discover information. So how people search for information, how people consume information and that’s it’s changing a lot of things with with regards to search engine optimization. And so if you just think about how much how much time people spend on their smartphones now, so now more than well over fifty percent of the u s adult population has smartphones, and over sixty three percent used them to regularly to go online, and the average smartphone owner will spend will look at their phone one hundred fifty times a day for like two hundred twenty one functions on their phone today. And so when you think about that and you think about how much time people are spending on facebook, and on other aps, they’re spending a very significant part amount of time consuming information on a full variety of that can’t even stop touching yours. Keep touching your phone e i want i want to demonstrate all the acts i have here on my phone, but so we spend so much time interacting with interacting with our with information through our phones and that’s changed so much so if you think about six years ago, if you wanted to find information about something you would put your first reflex was probably to go to google right now, you may go to pinterest to find certain types of information if i want to find ah recipe here, i want to find an art project i can work i can work on or i want to find interesting gardening activities. The first place i’ll go is interest if i want to get answers to other things, the first place i’ll go to search for information, maybe youtube if i want to see what’s happening with current events, i’ll go to twitter if i want to find and so those are just the social media apse that we tend to turn to. And where we spent a lot of time, so twenty five percent of time spent on the internet today is spent on facebook that’s very, very remarkable twenty five percent, twenty five percent of time spent on the internet in the united states is spent on face just on the phone. Now, just for on the internet is spent on facebook. Yes, and so millennials say that their first source of in front of news or the first source of information about, like breaking news that’s happening, they learn about it from facebook. So you think about all of the different social media apse that we’re interacting with on a regular basis, and then you also can think about the different acts that we use for just for finding a restaurant or for finding houses for sale in your neighborhood. There’s so many different maps that are available and so, with the rise of the smartphone and there’s been kind of a fragmentation of how people find an information on the web, so that has affected the volume of content coming to websites through search engine optimization or through organic searches. And so so that’s, very significant, but then of course, the search engines themselves are adapting their algorithms to take this new reality into account as well, and so they are looking at there they’re looking at a lot more factors than they used teo and certainly a lot of the traditional search engine optimization, traditional ceo things that we think of are still very important. So of course, making sure that you’ve got the right back and configuration on your website so that as soon as you published new content it’s, the search engines are notified its index, and it gets found that remains important. And still it’s estimated that around fifty percent of traffic to websites is still coming from organic searches, so it’s still important, but they are taking into account social cues so and from what they find on social media. And so this has been something that several organizations have proven, basically, that that google at least, is looking for recognition or looking for mentions on twitter and on facebook, very nufer said, this is very new, and this is something using twitter and they’re not they’re not really so yes, they seem to be paying attention to what’s to what’s being said on twitter and also on facebook and it’s more about mentioning an organization’s name. So how many times is an organization mentioned and that gives them an indicator of the level of authority that this particular organization has in their field? And then if an organization has has strong authority in their field than their content that’s published is likely to get it’s likely to bump up the ranking of that so that’s a that’s an interesting piece of this and there, and there are other elements as well, but definitely the search engines are also adapting to this new reality and a few other things that are probably worth mentioning. Are there also rewarding websites that are mobile friendly and that’s very much related to this whole idea of consuming information through mobile phones? So websites that are mobile friendly are both getting our rights hyre entire, but also now when you search for something and this is this has been going on for weeks now you’re touching your phone with e i wish i could pick it up, just demo it, right? Well, everybody’s, not everybody doesn’t have the benefit of video. A lot of this is podcast listening. So i don’t know, but so but now when you search for something on a search engine on your phone, then the results will show whether it’s mobile friendly or not so it will actually list mobile friendly or not so you can skip the websites that are not mobile friendly, so and then they’re also prioritizing so the mobile friendly peace is important. Also, security is important, so there’s several different updates that they’re making to their algorithms to kind of to adapt to this new reality. So we’ll be talking about that tomorrow, too, okay? And the engines we’re talking about are not only google, but yahoo yahoo serious search search player or not, really they’re they’re working hard at it, but i think they’re proportion of the search market is still still pretty small compared to google. How in being a swell, pretty small, small google is still google is still the the nineties ninety i mean, in terms of percentages of search is done within with with an internet search engine. Not not considering yeah, who are you or yeah, youtube without going into the content youtube, you mentioned pinterest without doing that, google is still google is still by far by far and i don’t have exact numbers, but google is still by far the leader. They say that youtube is the second most popular search engine. Okay, which is interesting do we know the proportion of fired-up global search vs within within a content provide within a within a social site search? So google vs searching in youtube and pinterest and searching in twitter we know that proportion of the amglobal versus the the channel searches e i don’t actually have exact statistics with me, but certainly pinterest is up and coming grow in terms of a search engine, so more and more people are turning to pinterest and i think pinterest is a really interesting case study also, just because they’re they have done this amazing job of getting there, and this kind of brings it back to one of the topics that will be talking about tomorrow also, which is community generated content and how powerful community generated content can be for a non-profits overall content strategy, but pinterest is an interesting example of that because they have seventy million users and they have been able to get their users basically, too. Index all of this content from across the web, but not so google indexed uses its its bots and its algorithms to index content where is pinterest is drawing on its users and on the way that they understand information and what users think is relevant and valuable and where, how users classify that information, and so it’s a very intelligent way of indexing all of that content, because it’s basically pulling together the opinions of millions and millions of people, and so i think that will seem pinterest become a more and more important search engine in the future, and certainly their visual searches very engaging, a swell. What kind of non-profit do around community created content? That’s a lot of what we’ll talk about tomorrow and let’s. Share some some tips for strategies for engaging your community to do that. Absolutely, these weigh all have multiple communities, volunteers, donors, vendor’s maybe even boardmember sze other volunteers? Yeah. How do we how do we get them engaged? Absolutely. So there are there. I would say they’re kind of two different angles to take on this one that will be talking about tomorrow is building community generated content into your infrastructure and that is something that we’ve seen work well e well, for many different non-profits and the center for non-profit excellence is a great example of this they have, and i know let erica talk a little bit more about this, too, but just to name a couple of examples to respond directly to your question, they have a volunteer connection section of the website, and that section of the website allows non-profits to post volunteer opportunities and allows community members to say, i want to take that coming that volunteer opportunity and connect and connect directly with that non-profit it has a non-profit directory that non-profits can update themselves, it has a grantmaker directory that grantmaker is khun submit information to it has a new section that the community of non-profits in new mexico can contribute news, too, and it has a community training section as well. So if there any trainings that are happening beyond what the senator non-profit excellence does, then people can submit that information as well. And there are i’m forgetting many other things, erica, you can conjunction here, there’s also a page where non-profits can post there needs for goods like computers or other donated items, and where the community and businesses composed items that they want to donate to non-profits. Another piece is where individuals or groups of individuals can post ways that they want a, donate their time or volunteer for non-profits and it’s, very much community building. And as you said, elizabeth, really a community driven mean, the content wouldn’t content only in these sections and only comes from the community. Absolutely. Postings for volunteer opportunities and volunteer needs on dh volunteer. I want to volunteer. Yeah, 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 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. And and the news all of the news on the home page that you see right when you land on the website all comes from the community as well, and we really wanted to highlight this as a as an opportunity for non-profits because content strategy is so is becoming so, so important for every non-profit oh, and you’re content strategy becomes so important online because it helps you actually push it provides content that you can push out to all of these aps and so to meet people where they’re at. It also helps boost the volume of content on your website and the key words that you can then deal that you then have to be indexed, and it broadens your net of how you can be found. But it also becomes really is absolutely critical to engagement, so bringing new people in bringing a new supporters, engaging existing supporters, building loyalty with existing supporters and then helps a really helps when organizations launched their campaigns than it helps those campaigns be really effective. And so, but often the one of the biggest challenges that non-profits face is having the resource is for a really robust content strategy. It takes a lot of time and it takes a lot of creativity to keep that content strategy going, and so some of our client, we do a lot of trainings and a lot of non-profits will come to us and say, you know what i know it’s important, but it’s hard for us to dio it’s hard for us to get more than one article published on our website every three weeks or what? What advice do you have? And you’re after one of the smaller midsize shops? That’s it doesn’t have the resources to spend a lot of time, but there still are some things you can do. So what advice is absolutely that bring your community in so find ways to get your community to contribute content. Don’t think about your your content strategy is just coming from one person or the person that you may have fifty percent of one person’s time to manage your entire your entire communications strategy, right? That’s? Not enough so think about can you bring in your volunteers? Ask your volunteers to contribute content, other staff members to contribute content you’re bored to contribute, content your clients to community to contribute. Content other community members to contribute content and what types of interest of of infrastructures or kind of spaces within your website can you create tau host all of this information and inspire people to share and so there’s so many what is appropriate for each non-profit really depends on the non-profits mission in-kind of what makes sense for their community, but we would encourage every single non-profit to think about how can you get your community involved and and bring them in to be a part of that content generation strategy? Erica, what have you seen some of the outcomes among the community that communities that are contributing well, what? What we’ve seen, we initially started the first area that that we opened up for non-profits to post their own content was the job section of our website and on our and we’ve seen a huge increase in visits to our website, and where are our website appears in different search engine results and an increase in the number of non-profits that air posting these listings, but we also we receive so much feedback from the non-profit saying that they’ve received a lot of of really good job applicants. And so the same goes across for volunteer connection. We receive a lot of positive feedback from the non-profits who might not have, um, the timer, the resource is two to promote their volunteer opportunities, so allowing them to post them on our website, they’re receiving more traffic and more volunteer applicants. Elizabeth what? We have another, like, five minutes or so together. What other strategies can we share for, uh, getting found is basically what we’re talking about, right? Absolutely. What else haven’t i asked you? Have you have you share? So certainly so one thing that’s really important and you in looking at the infrastructure of your website and that will help this whole content strategy work is making sure that the website is social media optimized, and by that we mean that when that any piece of content that somebody wants to share on their social network, they should be able to just click a button and immediately share it. And you would be surprised how many organizations do not have their website properly configured so they may have put a simple, sure social sharing. Yeah, and so you can use a tool like add this you add that to your website, but you’ve also you’ve gotta have the meta tags that are pulled correctly, configured so that it pulls the right thing, so if you so, when somebody clicks to share on twitter, it should be set up and then and this is something that you really just have to ask your web master to do, but it should be set up so that you click to share on twitter and it’s going to pull the title of the article a shortened link, and then it should say via at your twitter handle so that you get recognition for that content that’s coming out on facebook, it should pull the right thumb now image associated with the article, a blurb about the article and a link back to the website, and you’d be surprised how often we see that that’s not actually configured like that, so someone will try to share something on facebook or you’ll try to share something on facebook and it’ll pull the logo of the organisation instead of the thumbnail of the article. Or it’ll pull the name of the organisation instead of the page that you’re trying to share so that’s a really important pieces that social, the social media optimization piece that’s a great one and great that’s a great tip toe. Everybody could understand it. And it’s it’s not incredibly technical know and it’s, not something that’s going to take your what is your web master too long to dio but it’s something that’s absolutely critical for doing two d’oh, and then another piece is make sure that your website is responsive because if if somebody is, you could be working really, really hard too create all this content put this content out across the web, and then if somebody clicks kliks through from facebook to your website because they’ve seen this link to an article that they’re really interested in and suddenly they can’t read it on their phone because your website is not responsive and mobile adapting to the size of your phone that’s a frustrating experience that they’re gonna have with your organization and they’re going to be less likely to come back so absolutely your website should be responsive and well, you said earlier, if you it’s not mobile responsive that’s going to hurt you in search results? Absolutely, it’ll hurt your search results and it also hurt it will hurt engagement with the organization, but also at the time of launching your campaign, so you’re asking people to take action. So maybe you’re launching a fund raising campaign or you’re launching a campaign to get people to sign up for an event or to take advocacy action if they’re clicking through from social media and it’s not responsive, they are not very likely to donate to take action or to sign register for your event. So you’re basically shooting yourself in the foot. You don’t have it so much trouble forget i’ll find something else. Yeah, absolutely so that’s that’s really critical, and if we have time, do we have another minute or so? And then one more piece that that we often get questions from organizations about two is the campaign piece, and that should be a piece of every organizations content strategy. So you’re putting out your regulate your articles and you’re doing a lot of messaging on social media, but periodically you need to launch very specific campaigns asking people, mobilizing people around a very specific goal because often people don’t take action unless you ask pacific also a specific call. To action. So that specific fund-raising campaign that made that ideally lasts, you know, five to seven days it’s a short campaign, you have a very specific goal, and you can just message repeatedly during that five to seven day period asking your community to help mobilize and to help you meet that goal and that’s something that we see too many organizations kind of you may go for a year or two years with all of their messaging and their articles, and they don’t launch campaigns and it’s the campaign radcampaign time that you see the return on the investment of all of the time that you’ve invested in creating this content. So the campaigns are absolutely critical. I’ve seen something that said, every piece of content you create should have some call to action ultimately, even if it’s just a simple share, but maybe it’s sign up for the email list that’s related to this issue? Yes, something in every every music content. Yes. Absolutely, absolutely. Okay, we’re gonna leave it there. All right. Thank you, elizabeth. Erica, thank you very much. They are elizabeth beachy, director of strategic communications for upleaf and erica sanchez, communications specialist for the center for non-profit excellence at united way of central new mexico. Ladies. Thank you again. Thank you. This is tony martignetti non-profit radio coverage of the non-profit technology conference. Twenty fifteen. Thank you very much for being with us. Thanks to everybody at ah ntcdinosaur and and ten, the non-profit technology network next week. I’m not sure yet. It’s weeks away. I’m a couple of weeks ahead, pre recording this. So give me a break, please. But you know it’s going to be a good show. You know, it’s not going to crummy. It’ll be better than not crummy it’s going great. If you missed any part of today’s show, find it on tony martignetti dot com opportunity collaboration. The world convenes for poverty reduction. I’m telling you, it’s an outstanding unconference that will ruin you for every other conference opportunity collaboration dot net for pete’s sake, check it out. Our creative producer is claire meyerhoff. Sam liebowitz is at the board on the law as 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 to 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 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 May 29, 2015: Emerging Tech Trends & Now Get Buy-In

Big Nonprofit Ideas for the Other 95%

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Steve MacLaughlinEmerging Tech Trends

Steve MacLaughlin is director of analytics at Blackbaud. He sees trends in full mobile friendliness; diversification; smarter big data; sustaining donors; and a lot more. We talked at NTC, the Nonprofit Technology Conference hosted by NTEN, the Nonprofit Technology Network.

 

 

Norman Reiss: Now Get Buy-In

Knowing what the trends are, you want to stay ahead of them. Norman Reiss reveals how to get the buy-in and acceptance you need for your new technology decisions, from your board, leadership and end users. He’s project manager for technology at the Center for Court Innovation. 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. I’m your aptly named host. Welcome kyi, rs eighty eight point one in ninety two point three fm medical lake, spokane, washington we’re in there saturday morning lineup, and i am really excited to have them as our newest affiliate. Welcome, k y our s so glad you’re with us this and this is not even the new california affiliate that i said last week over week before is coming that’s not this one it’s california, this is washington. Washington is not california, so we got that one coming up. But this week k y r s medical lake, spokane, washington welcome our newest affiliate. So glad you’re with us. Thanks. I’m glad you’re with me. I’d suffer with lycanthropy if you howled about missing today’s show emerging tech trends steve mclaughlin is director of analytics at blackbaud he sees trends in full mobile friendliness, diversification, smarter, big data sustaining daughters and a lot more. We talked at ntcdinosaur non-profit technology conference, hosted by n ten, the non-profit technology network, and now get buy-in knowing what the trends are you want to stay? Ahead of them, norman reese reveals how to get the buy-in and acceptance you need for your new technology decisions from your board leadership and and users he’s, project manager for technology at the center for court innovation and that’s also from on tony’s take to your career and third sector today, responsive by opportunity collaboration that working, meeting on poverty reduction that will ruin you for area every other conference. Here is my interview with steve mclaughlin on emerging tech trends welcome to tony martignetti non-profit radio coverage of ntc twenty fifteen the non-profit technology conference it’s day two, we’re in austin, texas, and the austin convention center. My guest is steve mclaughlin. Steve is director of analytics at blackbaud his workshop topic at ntc is emerging tech trends where np tech is going steve mclaughlin, welcome to the show. Great to be here, tony it’s a pleasure. I’ve known you for years, just virtually mostly through twitter and bb con con times, but never had you on the show. No, just virtually and yes, on the interwebs on the webs. All right, now we’re going to spend some real time together. See the webs do work? Yeah, brought us to this. Yeah, true engagement most is lana log, but yet digital that’s true, it is both that is on dh. The multi-channel engagement has brought us to this. Yes, to this hybrid. We had a few more buzzwords in here, and we’re also hybrid experience before jargon, ok? Emerging tech trends so you’re willing tto look, ten years ahead. Yeah, so have a time machine and have seen the future and are back to report on what the world looks like in ten years. Pretty exciting. Yeah. Ah lot of drones in the future, drones. I understand. Drove. Okay, can we categorize your your forecast for the future? They fit within some category a couple of things. So one that we’ll start with the this is probably obvious mobile, but mobile and probably some different way. So let’s just do an overview first. Sure. So mobile is a good category. Amglobal okay, that the way that non-profits have diversified where giving is coming from is different in ten years in ten years, the orig chart as we know it today of a non-profit is different. So it’s, you know, diversification organization on then a little bit about big data, but specifically hyre organizations work, you know, smarter with data as opposed to throw more people at it. More resource is at it. Those types of things, i think there’s a lot of what, what we’ll see in the future. Okay, i’m not going to take them in that. Sequence is okay. Is that all right? Let’s? Go wherever you want. Okay. Thank you. I’ve been saying that the people of old conference where do you want to go next? I’m interested in the diversity diversification of funding if i’m able to say the word yeah, in ten years. Twenty, twenty five what? What what’s going to look like. So good news, bad news today we know that about seventy percent. Seventy two percent of all giving in the us comes from individuals. And seventy five percent of that seventy two percent comes some thirty percent of high net worth individuals, right? So that’s problem number one right e-giving is concentrated in a small relative group in their individual, seventy five percent in thirty. Yeah, from thirty percent. Yeah, and then when you look at who gets the giving, so if you take faith based education, human services and giving two foundations, that seventy percent e-giving so if you’re an animal rights organization, you’re into arts and cultural, you’re all fighting over thirty percent of what’s left over, but it’s not really thirty percent it’s you know it’s also back to which individuals give teo that care about it. And so i think we’re approached, you know, in ten years we will have approached this point in time where if you’ve not diversified where the giving is coming from. So a couple examples if i was a non-profit today and in ten years from now, i want to i have a lot more success. I’m all in on sustainers i am, i am betting the future on sustainers for most of my annual giving program and other types of things, and i’m willing to take the short term hit on revenue because sustainers retained better, they feed my plan giving program there’s all these great things happen about monthly donors of sustaining donors except for you take the short term hit on revenue, and i think the smart organization today who would be looking back ten years are now saying we’re so glad we did this, i would say we bet on sustainers because all the metrics about them, our great it just takes that organisational intestinal fortitude to go all in and drive it, andi, take the short term hit and take the short term an absolutely anything else on diversification, i think the other thing, you know you’re going to see and we already seen the data today is there is this myth about end of your e-giving and as more people moved to digital channels, there’s this mad rush of everyone asking at the same period of time, but the smart organizations are diversifying throughout the year, right? They’re not all in for end of you’re giving the running spring time programs they’re running peer-to-peer events throughout the rest of the year, so it organizations and ten years from now that are really successful have mohr of ah and even flow of giving happening through the entire calendar year and not these peaks and valleys. And if we don’t do really good job in december, we’re not going to hit our number. You know, there are organizations were some someone i think said today, you know, some organizations more than more than forty, thirty, thirty or forty percent of their funding comes from november in december. Yeah, so in december alone, about seventeen point four percent of all giving happens in december, but it’s different for different org’s some more, some less, but yeah, but i think what you’re saying is there’s a diversification of when that happens, interestingly enough, and i think this ties back to the sustainers piece, if you look at environmental organizations and animal welfare organizations, they have this the straightest line with the least spikes and peaks throughout the entire year. And i believe that’s because those organizations ten years ago made the bet on sustainers and they have a much more predictable flow in revenue when things were happening. So it’s sort of like, you know, predicting the future is a little bit looking at the past and seeing what was successful before doom or of that way, do we see those types of org’s those two categories have large, larger than average sustainers program much larger than average weekly? Yeah, and in some cases we’re talking hundreds of thousands of sustainers but at some point they had xero or very few, but they’ve invested in that is a way of driving, giving on dh, you know, now it’s about the future for them, i think they set a good example of look other other organizations, khun do it there’s no secret sauce, right? You’re an art museum. You could do that to your own education. You could do that. Too, there’s. Nothing in the common denominator is we’re talking about humans. Are the donors, right? That is that’s the common denominator. And they behave in very particular, predictable ways. You know, there’s a way to leverage that for sure. All right. Cool way. Beating up the divers thinking yeah. That’s a dead horse. Move away. All right. That’s prediction. One forecast. Okay, the organization. I’m interesting. The organizational structure, the charts going to look different. So one of the observations have had over the past couple of years. You know, whenever i go work with non-profit groups, usually within a few minutes, i can figure out where their problems are located. When they show me a picture of the orig charter, someone draws it on the board. So for example, boy, were really struggling in growing are our digital revenue. And then what you find out is oh, well, not surprisingly, it’s a silo in the organization who’s responsible for that revenue reports up to somebody else. Maybe it was an i t maybe was in communications. Is it in the fund-raising office? You know, so the orange chart started starts to show that historical command and control stuff. Doesn’t work in the world of the the future, and i think what you’ll start to see over the next five to ten years is that you’ll have more non-profits rethink how they’re structured the reporting lines. You know, if you think about direct mail, for example, you know, direct mail is originally intended was for acquisition, and once you acquired those donors, you would then pass those people off to another group who grows and sustains them, and they turn into mid level donors, plan gift donors and major gift donors, but the organizational silo that created them wants to keep them because they have an annual budget, right? So it’s a self fulfilling prophecy of yeah, they’re my direct male donors, you can’t have them playing, giving department go away even though i know seven, eight years in the future, they’re going to be great prospects for you. I only want to send them mail or do certain things. I think smart organizations will sort of rethink the orange chart as it exists today. 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 what you expected to look more like, or or how will it be different looking? So i think what you’ll have in the future is more of a scenario where you’ll have either chief development officer, chief marketing officer and both the fund-raising part of the organization and the communications part of the organization both report to the same individual and it’s not going to be an i t t technical seo the technology is going to be less and less over time, but it’s going to be more of that chief development officer, chief marketing officer and both fund-raising and communications share. You know, they’re under the same umbrella, they’re not in separate silos, they’re not separate disciplines, they don’t report to different masters, and you’re seeing some work start to make that do that do that pivot. But i also i also thinking of one where those functions were just recently divided. Ah ah ah, across two different, i guess. Vice president? Yeah, it had been one, and then they separated it. I believe that was a mistake. Maybe i should be sitting in your seat. All right. Now i have one piece of one thing, but yeah. No, i absolutely agree. Those two marketing communications fund-raising in in in hyre ed argast education. Generally, i think it should be fund-raising an alumni relations. Yeah, i think they should be together. And what you saw when i read right now in the same place the alumni association that does its events in its own things in its own silo, they call himself the friend raiser. Yes. And then the fundraisers are a different part of the order, but eventually they come together. I think the other thing you’ll see in your chart and this is as more use of the cloud and distributed technology is what’s the ceo of the future. Because today, or maybe in the past ten years, it was a lot about hardware and routers and computers, and they do the software updates and, like in the world, the future like who’s updating software, i came in and last night the cloud, wherever the cloud thing is, um, did that for me. So i think the role of what’s the ceo, i think it’s it’s more about the information part is what they’re doing and less about the technical, you know, business, hardware of stuff. You know the analytics piece, okay, move away from the organization. Sure. And we okay mobile what’s it mobile mobile. So we’ve seen a huge emergence of mobile. If you think ten years ago we didn’t have the iphone and now how do you live without that or android or whatever whatever yours you’re using? And we now know that almost ten percent of all online donations were made on a mobile device so it’s gone from zero to ten percent in a very short period of time. We know that on email, open on a mobile device and a person who then donates on a mobile friendly website that the conversion rate is like thirty six percent higher than if it’s not mobile friendly. So there’s very few things right now where you’re going to get a thirty six percent lift and conversion rate, right? You can play with the color of the button and the texts and you get two or three percent but like huge jump in conversion rate by being mobile optimized by being mobile optimized end to end, i send the email. It is mobile optimized which directs someone to a website that his mobile friendly and the donation form is mobile friendly because hello, i didn’t put my phone down, i’m still on the same thing. We’re at the beginning of the beginning of the beginning of that, but it’s ten percent of donations it’s going to increase dramatically, and so the non-profits have to prepare for that. I think on the flip side, ten years from now, if i’m working in a non-profit whether i’m a major gift officer, prospect, researcher out in the field, doing programs, my mobile device, whatever i have with me at that point in time, the iphone twelve or, you know, whatever samsung is bill that i am, i am using mobile technology to do my job, and it is impossible for me to be effective as a fundraiser or non-profit staffer without the things my mobile device does, if you think about, um, the emergence of agent technology so siri, you know, syria, where is the austin convention center or cortana or google or any this type of stuff, you know, in ten years there’s going to be a fund-raising agent on your mobile device that says, tony, these five plan giving prospects, you really want to make sure you reach out to them this week, you’re due to do a check in call with them or, you know, tony, we just noticed that we’re thirty five percent to our fund raising goal and we’re ahead of schedule, right? There’s no reason why that type of technology is not going to become pervasive in the non profit sector and be sort of one of those things where i don’t know what i did without my fund-raising agent that helped me do stuff because i’ve got a lot of stuff going on there’s only things i can keep track of and that little reminder of, you know, did you make that? Thank you phone call? Have you made that appointment where we have versus a goal that technology could make that stuff easier? So i think that’ll be great that’s when the drones and the robots take over and you know, so what? What is the smart organization doing to prepare for? Twenty, twenty five aside from full mobile, not engagement optimization, what else? What else they’re doing? Technology wise, i think the biggest thing. So for years, there’s been this concept of agile development in the software. World so intuitive you fail fast, you learn things, you’re constantly building software, building code and shipping it. And what is going to end up happening is organizations need to start being more agile. So rather than these, we have a five year strategic plan who knows what’s gonna happen five years in the future, like really what’s your five year strategic plan. You know, if you asked jeff bezos and amazon what the five year plan is, they don’t know, ok, but you’re here you’re here predicting ten years i am, but i’m i’m i’m saying there’s, general directional trends, i’m not saying in five years, this is you know, we’re going tow eclipse for hundred billion raise i don’t know that they’re things that could get us there, but i think what you’re going to have to have happen is non-profits gonna have to embrace agile, not from a software development perspective, but a za culture is a dna of how they think about doing things which is let’s do things experimentally let’s, find out. Does this work on a small scale and then iterating, iterating, iterating trying to it on a larger scale as opposed to we need a three year plan? I need my arli in twelve months or there’s no way this thing is making it off the powerpoint slide, i think. And you see examples of this it’s, you know, people point toe examples like a charity water or a room to read or others where they’re younger organizations, they’re agile, they have i don’t like using the phrase they have sort of fail fast because ultimately you want to succeed fast to you know, you could fail fast all the wayto failure. But you’ve got it is the idea of things or it’ll tive, you know? And there is i believe there is this sort of dna in the nonprofit sector, especially if you come from the direct marketing world you test, you tested mailings for decades, you know that you have to test this stuff. It’s, just more of applying that mindset to we want to try a new event. You know, we’ve been doing walkathon ds and marathons let’s. Try a different type of event. A mud run. What? I go out and put together, you know, an eighty thousand dollar budget for a mud run? No, i would see can we do one in the next thirty days in our backyard to find out. Does it actually work? If it does, like let’s, do more of that? Or can we get, you know, online donors to feed into r d r tv or plan giving prospect pool? You don’t need to do it for everything, just like, try it with one thing. Find out if it works that idea of experiment make a small bet here and there and i think that’s the big cultural change to get to the future is going to have to be a desire and a willingness to experiment with stuff on a small scale you know, you got you got some stuff’s going to work some stuff isn’t on and then, you know, rinse repeat, try again over and over again the analog in in the start up world is m v p minimum viable product yeah, getting out minimum bare bones, but test test and learn and iterated. Yeah. And speaking of someone who’s dealt firsthand with developing things for m v p the keyword and minimum viable product is viable. No one wants minimum products. I know if you if you know it’s it’s. Okay, if you have your goal eventually has to get to the automobile it’s okay to start out with a skateboard because at least there’s movement involved and you could get somewhere the problem a lot of times with minimum viol or product is we gave you two wheels. Well, i can’t go anywhere on two wheels because it’s not connected anything. You learn something if you give people a skateboard and i think it’s the same thing in the nonprofit sector, you pick one pick part of the problem you’re trying to solve doing on a small scale and scale from there. And the great thing from a technology perspective is, you know, you could do this stuff. You know, amazon web services is here and t c and you know, you can spin something up in the cloud fight, rent it, figure out if it works. If it works great, maybe you choose to buy it or you just need more need to rent mohr or didn’t work terrible idea let’s never talk about this again and turn it off and in a way you go and you couldn’t do that ten years ago like experimentation. Was really expensive, or you really had to make sure something was going to work, and that just leads to people taking less risks. Bond that z in general that’s not good, you know, you need be taking more risks if you wantto you want to change the world. What about big data? Your final category? The big data cites a buzzword. You know, lots of people talking about it, you know, the luxury we have, you know, blackbaud is we have a tremendous amount of data, and for a number of years we’d be able to do things like the blackbaud index and take sixteen billion dollars in giving and report out hey, which way is the wind blowing up? Is it down and what’s happening? I think, um, what you’re going to see in the nonprofit sector over the next ten years is the realization that a lot of this, these fundamental questions we asked like, is this person going to give the organization or what’s the most this person could give door organization? Or are they a better fit for annual fund gift or major gift or plan gift? Or who else do they give to you? Know those types of things, those air actually questions could be answered. It’s, not mysterious. You know how we get to that answer, maybe it’s a lot of statistics and variables, but but that’s sort of like, you know, if my car gets me from point a to point b at a sort of don’t care how the engine works anymore, i think what you’re going to see happen with big data is the the the non-profit sector realizing there’s a lot of things that could be done with predictive analytics that point you in the right direction and that it’s less about how did you get to that answer of and start asking better, smarter questions, right? You know how much how much money are we leaving on the table is an organization because we don’t really have the right askanase outs when we’re going to meet with someone or in a direct mail message, or even what you’re sending on you’re sending people to your website that that that really is the potential big data for the nonprofit sector is to be much more prescriptive and predictive, with the analytics and point people in the right directions and get better answers for the things, but they want to do. And i think that’s really exciting as opposed to guessing or, you know, the art side of what we do is fundraisers today. Then should we be collecting data, paying attention to our own our own collection of it, preservation of it. The first thing is collected. The second thing is, make sure that it’s cleans its garbage in garbage out riling data. And then from there, i think it’s it’s moving. And then the next thing people do is reporting. Write my report, my report, my report, it’s moving beyond reporting, which is just a view of what happened in the past tomb or what’s gonna happen next. And because you have that data, you know, there’s the ability to predict that thing, or at least do some modeling that would give you a sense of, you know, we have organ, you know? And if you look at your file, you have people who you’ve been able to retain his donors for multiple years and those you haven’t. What is it about those people who are multiyear retained donors? What can we do? You know who else in our file looks like that individual or if you if you trace it down the line, you say we’ve had people who’ve given to the annual fund for seven years, and now they suddenly given us a midlevel gift. Predictive analytics would allow you to look at the data and say, there’s, someone who just gave you the first gift that looks a lot like the person who just gave you a midlevel gift. This is who you should pay attention to, and also sometimes this is someone who you might not want to spend as much time and effort on is all the data says this isn’t this isn’t the winner is another good example of looking back to looking to look forward. You’re using your historical data, it’s all value to be prescriptive and addictive. You need the historical data have a perspective. I think the difference is don’t try driving down the road using the rear view mirror that’s the tendency that happens a lot of ties, the historical data, the launch toodle data is very valuable for this stuff, and the great thing is non-profits have it it’s, it’s, just under leveraged and i think just sometimes they don’t know what’s possible, like, wow, you could tell me how much money i’m leaving on the table because of incorrect ask amounts. Yes, absolutely can tell you the answer, that question, or you could tell me, is there a better segment to use? Yes, you know, that’s what that’s, what data scientists love they love, you know, answering that question of, you know, what’s possible, or at least what what’s the day to tell from all the things we could derive from the data, which is interesting, okay, we could spend another couple minutes, anything you want to wrap up with, um trying to think spent ninety minutes on this should read your session radio description to you let’s say, well, i’m not gonna read it to you, but try to think of what else we’re going to cover. I just, you know, i think, oh, it’s about some example organizations organisation’s doing it well, have any of those case studies? Yeah, i mean, i think, you know, for example on, you know, the organizational change side in a humane side of the united states is a great example of they’ve made changes over the years in terms of that balance between fund-raising and communications, and even they would say they’re not there yet, but they they’ve realized hard to get the most effective results from the staff and it’s, not from having separate, separate silos, that’s, robin dancer and jeff handy, who runs a lot of the so the donor care part, they’re really been focused on what can they do from a from a norvig perspective to change things? I think the other thing that they’ve learned as well is fund-raising, an advocacy for an advocacy type organization are highly linked together, a supposed to there’s an advocacy department, they don’t talk to the fund-raising people and you see this everywhere, like you go into a health care organization and you have a grateful patient program. But nobody talks to people who were doing other types of, you know, prospect research works like, why are you not talking to each other? Leave this stuff is linked together in in some way, and i think a lot of it just people let the orc chart get in the way and the smarter eggs in the future, i think, will be more streamlined around some of that. Okay, wrap it up. All right. Awesome. Steve mclachlan he is director blackboard. Ah, at blackbaud director of analytics. And this is tony martignetti non-profit radio coverage of the non-profit technology conference twenty fifteen. We have concluded our coverage with steve mclaughlin saving the best for last, although everyone before him would disagree. Thank you very, very much for being with us. Thank you very much, steve. Thanks, tony. Thank you for your for listening. Tony martignetti non-profit radio time for live listener love i can’t shout you out by city and state. I’m sorry because we’re pre recorded this week non-profit radio is on. The road this week and next week i’m traveling in, uh, i’m in arizona and colorado and california and oregon. But of course the love goes out nonetheless toe all our live listeners. Podcast pleasantries. You know who you are, those ten thousand listening wherever. Whatever. However you listen. Thank you so much for being with us. Podcast pleasantries for those listeners and of course, never forgetting our very, very valuable loved affiliate. Affiliate affections to you, k y r s our newest but throughout the country thank you for listening on your am and fm stations. Affiliate affections to you durney steak too. And now get buy-in coming up. First opportunity collaboration. I usually connect to people in conferences, but not at such a personal level. I usually go to conferences in nice places, but definitely not this nice. I usually learning conferences, but not this much, especially about myself. I usually collaborate with other people at conferences, but never with such intent. I usually have funding conferences, but never close to this that’s leonardo le tellier, founder and ceo of satara in brazil. He’s talking about opportunity collaboration that weeklong unconference i have to disagree with you. A little bit there. Leonardo, it is an unconference in x top of mexico around poverty alleviation, it’s for non-profits impact investors, social entrepreneurs grantmaker is researchers, academics and corporations. If you’re any one of those, you should be with us in october. I was there last year and i’m going to be there this year if you work in poverty alleviation, check it out. Opportunity collaboration, dot net, i’ve got a new non-profit radio knowledge base, this one is for your career. So instead of the organization, we’re going to look at the individual. Are you considering consulting and how to have a great interview? This knowledge base joins all the others, which are shows that i put together by by topic, some of the others are storytelling boardmember ation ships board fund-raising online engagement, the links and videos are at tony martignetti dot com, including this newest one on your career and on youtube, my channel israel r e a l tony martignetti some clown up in boston stole tony martignetti so i have to be really tony martignetti but i am the real tony martignetti he’s an impostor, uh, anyway, durney martignetti dot com and youtube or where? You’ll find the videos and the links for all the non-profit radio knowledge bases. Third sector today, third sector today dot com they block tips, insights, best practices for the non-profit community. They have a podcast. They have lots of contributors and i recommend them. They are a valuable, informative resource. Ah written and they curate a lot of content from other people and it’s all done by smart folks at third sector today dot com and that is tony’s take two for friday twenty ninth of may twenty second show of the year here is norman reese from ntcdinosaur getting buy-in welcome to tony martignetti non-profit radio coverage of the non-profit technology conference and tc fifteen day too. We’re austin, texas in the convention center. My guest is norman reese he’s project manager technology at the center for court innovation. Norman welcome. Thank you. Thank you for having me. My pleasure. Good to have your first time. Um, your topic is winning one hundred percent buy-in from staff and board for your next non-profit technology adoption that’s a that’s, a real narrow niche, but critical if we’ve gotten, we’ve decided that we need new software and we’ve gone through. The due diligence and the process of identifying the right new software for us, whether it’s, cr, m or accounting or combined now we need everybody agree with us. Where do we start? I think sometimes when you you pick out a new system, there’s somehow this assumption that the board and the management are all behind it. And in reality, that’s not always the case. So even if it is the case, things khun change once the project is planned, or once a project that started so it really has to be something that’s a continuing effort that even even if you take the time and you get people on board at the beginning and they fully support, you know, and they’ve been with you through the process, yeah, to really check in with them while the processes going on and make sure that they haven’t been diverted by other things. Or that as new people come in two management or to the board that they don’t suddenly have a change of heart. So it’s really kind of crucial to make sure that a system actually is goingto have the result that you’re hoping for when you when you first selected. Yeah. All right. So we can have sometimes turncoats. They’ve been with us through the process, and now they’re abandoning. They get nervous or they what they feel we made the wrong decision. We made a mistake somewhere in the process. There’s. So many things that could get in a way. I mean, even people with the best intentions, something just comes in that distracts them. Or they have a friend that tells them about a different solution. Or different. So it’s really? Well intentioned friend. Yeah, i mean, it’s really a zoo? A technology. Is it’s really critical to build those relationships with management and with the board all the time, even before the project is even envisioned? And if you haven’t done that, if you’re operating and kind of a silo, then soon related that’s goingto that’s going to hurt you because you need to work. You need to partner with these people when you especially when you’re bringing in a new a new software platform on a new system. They have veto power? Absolutely. And they can do that any time. Yeah, yeah. I love that. You know, the friend my friend was just telling me about, you know, something we didn’t look at all right. So the importance of relationships, even when you don’t need their buy-in the people’s buy-in but but always working together collaboratively just day to day. Absolutely. Okay. All right, all right. But that’s ah, let’s speed ahead to the process now. Like i said it there, as i set it up, we’ve chosen something and they’ve been part of the process. We’re talking about staff heimans senior staff and bored getting did really from both it’s really about working with staff that are going to be using the system as well as management as well. It’s really across the board. Because if you get the management and the board to buy-in but the staff don’t feel like they’re included, they’re not going to cooperate. And then they may not use the system once it’s rolled out. If you get the staff but you don’t get the management and the board, then you won’t have the support. You need to have a successful implementation. Get the rolling. So you have to go both ways. Okay? All right. Good. Thank you for for straightening me out. All right. How are we? Going toe? How do we start this? Ah, well, assuming we’ve had this these good relationships all along, but now there’s some some defectors or where it was the best way to start the that the topic together, i think probably just the initial stages when your first envisioning that you need something new, whether it’s a replacement for something you already have or something entirely new that you’re imagining for your organization, you really need to being you need to be in communication with everyone about why you’re doing this, because what’s obvious to you is probably not obvious to other people, even though it may seem logical and a natural evolution, it really needs to be talked through, and different people have different ways of absorbing information. You can’t just send out an email to the staff and say, this is what we’re doing. You have to really take the time to to seek out people, sometimes one on one, and explain why not only is this good for the organization, but how is how is this new system going to make their lives easier? Why should they bother? I mean nobody. I mean, i shouldn’t say nobody. But most people have problems with change, and everybody kind of gets used even bad systems because they know, you know, they know what it’s like, they know the howto work around things that don’t work, and even though you’re introducing something that is, seems to be a clear win for the organization, not everybody has that why to focus some people are just focused on their own responsibilities and their own position, and some people may see this as a threat because a new system may mean that some people’s jobs changed their what they need to do during the day, their routine, their routines air going, teo and and some people would see that as an opportunity. Other people will see that it’s a threat, and you will have people that will will try to take it down. And if you don’t try to deal with that, earl, as early as you can, it’s just going to a back fire down the road, okay? All right, so we’re explaining why and certainly including them in the process, right? Should they should should? Should people from all levels? I mean, maybe this is obvious, but be part of the the committee that is making the decision and hearing the hearing the different, getting the different presentations from all the different potential vendors for their b stakeholders from although, i mean, i mean, the reality is that it’s, hard to invite have everyone at every meeting because people don’t have time, large meetings can get a little unruly, but you have to give people the opportunity to be involved, all right? And some people will take it, and some people will say they’re too busy or they’ll send a representative, but you have to find a way to make people feel like they’re part of the process if they feel like this system is being imposed upon them, well, that it’s being chosen by someone else who doesn’t fully understand their needs, then they’re not going to be supportive. So it’s really it’s kind of a fine balance between not having too many, but, you know, really seeking out beyond the obvious people that are going to be directly using the application. But anyone who might want to get data from the application who might want to get a report from it, it’s, usually and as a project manager, i still don’t know you have to really seek out stakeholders foreign beyond what you initially think, because people outside the organization they’re going to be affected by this too, and they need to have a say in this as well. Ok, so at a minimum, you’re keeping all the stakeholders apprised of maybe milestones in the process, okay, okay. And, you know, especially reliance on email on lee, which seems to be what a lot of people do now, i mean, that’s kind of shallow, you have tio, especially people who are different locations, you may have to go out there and actually sit down with them. We just invite him out for lunch and talk about what’s going on because the humane, i mean, i’ve seen the email reliance in my office, where people said one hundred feet away from each other and they hardly ever talk to each other and that’s, you know, that’s not a good practice when you’re trying to win people’s support for a new project, yes on dh needing them to feel a part of the process and, you know, it was kind of shallow and you’re not getting any of you know, you don’t see the facial expression. You don’t hear the tone of voice, you know? You don’t really know. I mean, they may be saying one thing and actually feeling something entirely different. All right? What else? What other advice do you have strategies do you have for forgetting this? This critical buy-in anything specific to the board that might not apply for staff? Anything special there? Well, every non-profit is a little different as far as how the board works, some sometimes the board will work only with only with the d and sometimes the board has more relations with staff, but i think you just need to be aware that the board is operating in, you know, in azaz an age of management, and sometimes they will want to be actively involved. Sometimes they will have a more surface involvement. But it’s just, i guess, just a kn awareness that that they do have a role in this and that if you ignore them suddenly, at one point a boardmember will come in and maybe drive the project in another direction because you haven’t taken the time to apprise them of what’s going on, so i think just just an awareness that they may not be in your field of vision because you don’t work with them at your office or you don’t work with them on the day to day basis, but they have to be part of part of the team. Yeah, it could be easy derailment from from a boardmember the way it happens all the time. Yeah, you know, you have some bad stories about that personal experiences. Well, i mean, i’ve worked in organizations where the board dealt mainly with the and the staff really weren’t even aware of, you know, things that were happening, and it didn’t seem to make sense, and until we actually found out what was going on with the board and with the and sometimes you win an organization that’s more transparent than others, where you know you’re edie will will communicate well about what’s actually happening in other cases, things will be happening that you just have no awareness of, and suddenly things are going in a new direction, and you have no idea what so it’s, just a matter of just taking the time especially, you know, in a technology role, which is what i do in my organization, you really need tto go beyond the tech group and make sure that you’re talking with other organisations. The other thing, i also just as a precaution, is that something that happened to me in the last year. You have to be really aware of your boss’s position in this whole scheme of things, because you can’t be viewed as somebody who’s going around your boys. Or you’re trying to have a relationship with a boardmember and he’s. Not all. She is not aware of it, so you have to be respectful of who you’re working for. But on the other hand, you also have to make sure that you have relationships with people other than your boss, because your boys could leave tomorrow. And then your future with the organization will depend on those other relationships you’ve built or not. 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. Lively conversation. Top trends and sound advice. That’s. Tony martignetti non-profit radio. And i’m lawrence paige, no knee author off the non-profit fund-raising solution. Oppcoll you’re doing another ah workshop at ntc on getting people to actually use the technology that that is adopted. Yes, that’s it flows perfectly from this. So let’s let’s spend the next well the rest of it we’re about ten minutes or so together. It’s about half our time. It’s perfect talking about getting people to use it once it so now we’re past the decision stage and it’s implemented. Is that where we are now? And yeah, i know and this i’m really going by my own experience. I’ve been in my car enroll for almost four years now, and i’ve had a couple of situations where we rolled out systems that we thought rolled, you know, when everything went, you know, as expected, and we checked in with the users later on, and we found out that they had gone back to their old system, that they were going back to excel and that’s really it’s really it’s a point it’s really? I mean, i found that you can have the best technical solution which you know, which seems to make perfect sense, and it’s a good future path for the organisation, but because people don’t feel like it’s there’s nothing in it for them that they just and the other thing is that if you don’t take the time to actually beyond sight with people and again, this goes back to what i was saying before about over reliance on email if you if you have different sites that are going to use the system, as most organizations do now, you have to actually go over there and talk to people, and sometimes people will say different things in one on one than what they’ll say in the group, so you just can’t, you know, just hold a meeting and just invite everybody and say, ok, what do you think you’re gonna have to go over and actually sit with people and watch and talk to them at their deaths? You may need to get them out of the office where they feel safer to talk without people overhearing a conversation saying, well, what’s really going on here because it’s really a shame to go through the process of vendor selection and months of milton latto organization, money and time has been devoted a and then cross and then three, six months, three to six months later. In the same position again, you’re back using the old system. So if again, i mean, this sort of goes back to what we were talking about before if people haven’t bought into the whole idea of why they doing this and not only that is that people need you need to get training on our ongoing basis, you can’t just go in the day after you roll out of systems, okay? We’re going to train you for the next week and then disappear. You need to be on site on a regular basis because people move around, they leave new people come in or people forget and you could say, oh, i gave them documentation, but, you know, we know nobody’s going to really read that stuff, so you need to really probably plan a good chunk of time after the rollout to be on site, working through problems, because no matter how much you plan, always things come up that need to be need to be work, work through and if you take the time to plan for that and you don’t just immediately say, okay, i’m wolf on another project now and good luck to you and you need to take some responsibility for that. I mean, it doesn’t happen by itself. All right, all right. What? We still have plenty of time together. What else in the in the use of the technology, other other strategy’s tips you have for ensuring it’s going to be used? What else can we say about that? Ah, well, just in the conversations i’ve had with some other people since i got here this week here in austin, you need to take the time to really go through the business processes that you’re trying to deal with in this system early earlier in the in the in the selection and understanding back-up back-up that at the time that you’re really thinking about let’s, say you, you be the picked the system or you’re you’re at the final stages, you need to really understand what you’re trying to achieve and what the workflow looks like in the organization and it’s very hard to know that and the other tips that does that mean? Well, before we get to another table that you got your brimming with tips, but wait, let’s dive into this one because that means spending time with them. Watching them in their process is, well, sitting side by side, maybe you made you probably want to do that because what i found is that some situations where i would talk to the manager of a group on dh, she or he would tell me that, you know, they need certain things, you know? And then i find out later that the actual people who were sitting at the computer is doing the data entry. They really don’t do things the way that the manager things they so then i get involved in in between the staff and the manager, and that can be a tricky situation as well. But it’s better work to find that out early and to get the trying to get your staff on the same page, then to roll out a system based on what a manager tells you only to find out that the staff that work for that manager actually have a whole different view of what they’d like to really have it in a system. Yeah, so the end user the actual yeah, hands on keyboards. Those are the people you want to be talking to and and maybe even observing. Yeah, i mean, ideally, if you could spend some time just shattering them as they do as they go through their day, then i don’t kind of really tell you what’s really happening because it’s one thing to talk through it, it’s another thing to actually spend a week or spend a couple of days out of sight and see what people are dealing with and see how one of the other things that i found out is that ah, there’s sometimes other systems in the mix that people are dealing with. I ruled out a system about a year ago that people weren’t using, and i found out later that there was a hole of the system that they were required to use because of a grant that we had. The grant required them to put data in this other place, and you have no idea i had no idea, i mean, that nobody nobody mentioned it, and it didn’t occur to me to ask that question. But now i, you know, when i’m doing a new project, i was make sure to ask, what other systems do you maintain and sometimes those other systems, maybe paper to mean? Surprisingly enough, not, you know, there are a lot of people who don’t want to give up the traditional tools and sometimes that’s what work’s fun with a small system will not work fine as it grows, and that’s just a growing pain, sometimes of an organization that wants toe really centralized data. And, again, what’s obvious too to, ah, tech team that, you know, that’s looking at all the sexy things that are available now, a lot of people don’t feel that way back on the ground, the ground, so you really need to respect their where they are. You have another tip that you were goingto you’re going to throw out, and i made us dive into the the one about the end users probing the end users more what else we’re going to say with this one? I actually think i included in my block i have a blogged that i thought for several years now what non-profit bridge, where i talk about technology and communications and fund-raising and something i blogged about recently was that we were working with a vendor that wasn’t quite getting what we needed, so we literally just took we took screens. And we annotated them and we we showed them, is that this is exactly what we want, and sometimes you actually need to use graphics and visuals to to show on. It also helps you kind of work through the process of how the workflow is so really giving that kind of documentation to a consultant or a vendor or anybody who’s helping you implement a new system can really help them understand, because you can’t expect someone who comes into and works with you for two or three months on ana implementation to fully get what your organization is about. So it’s, really your responsibility to educate them on this is what we need, and this is how we need to do it. And, you know, some of the same way that you need to over communicate with staff to make sure that you deal with people who like to absorb information in different ways. You need to you need to make sure that your vendor or consultant really understands your business needs and how your business works and and whatever that method is, whether it’s, extensive conversation or you need a diagram it but it’s really not the vendors responsibility to get it. It’s it’s your responsibility to know your business well enough that you can explain it to someone and have them really, really understand it. Okay? We have just like a minute or so men and a half left anything. Well, i’m sure there is so throughout some or whether it’s ah it’s getting the buy-in or getting the users to use the new technology sheriff there’s a more. Well, one thing i would definitely advise people if you’re not already part of this and ten community, this is the place to be, because very often, when you get wrapped up in a project and you only see things and the vision of your own organization, you need to talk to other people from other places that it doing similar things that you are and just being here for three days and just having conversations with people on how are they dealing with similar situations approaches that you may not have thought of on your own? You need to really being in the community. And the great thing about being here at ntc is that you actually can see people and have the conversation i mean you can’t do everything on social media and on email, and you need to sometimes just pick up the phone and talk to someone, and this is a great environment, and if anyone who’s out there who’s not taking advantage of this community, especially small on non-profit they don’t have a lot of resource is important to know it’s, not only for technologists and absolutely no intent is not only in fact, one of the reasons i like and ten is that it’s, not it and it’s sort of like the way my block covers communications and fund-raising if you look at the session is that we haven’t, they cover a wide gamut for people who do different. Roseanna non-profit so there’s something here for everyone, and i would really recommend that if even if if you’re not here at ntcdinosaur year there’s, a lot of other ways to be involved in the in ten were very active and it’s very rare, and i’ve been a member for years. It’s very rewarding. Excellent, good shot latto anton, our hosts and ten and they’re at inten dot org’s, auntie em and yeah, as well as the online, they have a lot. Of there, there are meet ups throughout the country. Small, small groups meeting lots of places. Absolutely. School. Thanks, norm. We’re gonna leave it there. All right. Okay. Thank you very much. My pleasure. Good to have you. Norman riese, project manager in technology for the center for court innovation. And this is tony martignetti non-profit radio coverage of intends and tc the non-profit technology conference. Twenty fifteen. Thank you so much for being with us next week. Your video strategy and how to get found. If you missed any part of today’s show, find it on tony martignetti dot com opportunity. Collaboration with world convenes for poverty reduction it’s, an outstanding unconference that will ruin you for every other conference opportunity collaboration dot net, i’ll be there. Our creative producer is clear. Meyerhoff sam liebowitz is the line producer shows social media is by susan chavez, susan chavez, dot com and our music is by scott stein duitz thank you, scotty. You’re 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 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 idealised took two or three years for foundation staff to 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 dh and no 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 zoho, 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 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 August 22, 2014: Integrate Social And CRM & Technology And Organizing

Big Nonprofit Ideas for the Other 95%

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Bryan Giese & Jenn Smith: Integrate Social And CRM 

With Bryan Giese and Jenn Smith at NTC
With Bryan Giese and Jenn Smith at NTC

How do you integrate social media data into your CRM database? What social media data should you preserve? I talked to Bryan Giese, Heller Consulting’s director of marketing, and Jenn Smith, Heller’s vice president of digital agency, at the Nonprofit Technology Conference (NTC).

 

 

 

 Austen Levihn-Coon & Rachel Butler: Technology And Organizing

With Austen Levihn-Coon and Rachel Butler at NTC
With Austen Levihn-Coon and Rachel Butler at NTC

Technology has created opportunities for organizing, but also challenges. Austen Levihn-Coon and Rachel Butler identify the challenges and how to overcome them. They share strategies to deepen engagement beyond petition signing and identify leaders in your community. Austen is chief innovation officer at Fission Strategy and Rachel is campaign representative for the Beyond Oil campaign at Sierra Club. We talked at 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 and i’m glad you’re with me. I’d be forced to endure pseudo member nous stomach titus if it came within my ken that you missed today’s show integrates social and c r m how do you integrate social media data into your cr m database? What social media data should you preserve? I talked to brian gz heller consulting’s director of marketing, and jen smith heller’s, vice president of digital agency at the non-profit technology conference and t c and technology and organizing technology has created opportunities for organizing but also challenges. Austin levine kun and rachel butler identified the challenges and how to overcome them. The share strategies to deepen engagement beyond petition signing and identify leaders in your community. Austin is chief innovation officer at vision strategy, and rachel is campaign representative for beyond oil at sierra club. We talked at and t c on tony’s take to a new non-profit radio knowledge base sponsored by generosity siri’s hosting multi charity five k runs and walks here’s the first of the two ntcdinosaur views today with brian gz and jen smith welcome to tony martignetti non-profit radio coverage of ntc the non-profit technology conference two thousand fourteen we’re at the marriott hotel wardman park in washington, d c and with me are brian gc and jen smith. Brian is director of marketing at heller consulting. Jenn smith is vice president digital agency at heller consulting. Brian jen, welcome, thanks so much. Thank you very much for having i’m glad. Thank you for taking time on a busy conference. You’re workshop topic is bridging the gap between social media and cr m let’s. Make sure everybody’s on the same platform on the c r m of course, constituent relationship management which would be your date abate your software for fund-raising and all things engagement with with your constituents don’t have that right. Yes, that is correct. We’ll have no, i know the acronym, right. Is that how you would? What would define cr m as? Yes, definitely. Serum is, you know, your your underlying systems that keep track of everything that your constituents might do. So you know the best case. Everything is connected with the central point being your actual constituent so you can find out. Everything they do across all of your efforts, whether it’s volunteering or fund-raising or communications, if you can have that all center around that one single constituent it’s a great thing, instead of trying to merge databases and merge content. Okay, and thank you and jen what’s the what is the gap between social and cr? Um, well, you know, i think that socialist still a relatively new it’s, a new endeavor for a lot of organizations not necessarily knew in terms of the content they’re creating, but in terms of how they’re thinking about data, so, you know, you can get a lot of information, you can get a lot of social data out there, but how you tie that back into your serum and what you actually do with that data and how it can change things that your organization, i think it’s still a little bit of a mystery for a lot of organizations, so i think, you know, when you’re thinking about social media, you’re really trying to say here’s, a place where we’re engaging with donors and constituents, um, and we want to make sure that we’re capturing the right data from those engagements in order to really make use of that in your overall marketing and communications strategy with with a donor and constituent does this start with mission? Is that the place to evaluate start with our evaluation of how we’re going to integrate these two doesn’t begin with mission. Yeah, i think it always needs to begin with mission, right? And i think it begins really with with your goals and what you need to do strategically as an organization. So, you know, you need to be thinking about what we want to do with fund-raising what do we want to do with advocacy? How do we want to mobilize people? And those things need to still remain in the core of what you’re thinking about even when you’re talking about social media. Okay on dh how do we start this? The integration between social and r c r m you want to field that one? It’s it’s? It depends upon your organization. I think jen said it just a moment ago is starting off with your goals and what you want to achieve what you want to what type of communication you want tohave with your constituents and another argument. Why? Are we in social? Right where we drink, right? Why are you doing it? Where do you want to reach out to them? Where does your audience live? Are they on twitter on facebook on linked in? Are they just gonna read blog’s? How do you connect in with them? And what do you want them to do? What messages do you want to send them? Once you figure out what messages you want, then you can figure out where’s the best place to put them. And then how do you want them to react to those messages? What actions do you want them to take? And and how do you want them to react back to you? Are you trying to just get more followers? Um, that’s a great thing. But you really want to be able to do something with them once they’re following you. Do you have a conversation? Do they feed information back to you? Do they let you know what’s going on in their world on the front lines of whatever your mission might be. And are you encouraging them to do so? Hopefully, yeah. Back. Yeah, yeah. Hopefully that’s where you really want to? Do you want to create this interactive engagement to make people feel mohr integrated and important in your cause and not just give us money? Give us money? You know, you want them to really feel involved in what you dio and an important part of your mission because they really are, you know, obviously we all know that, but people don’t always feel that way. They give their money, they volunteer, they walk away from it, and then they see something in their e mail or something that comes into their mailbox. And they’re like, oh, i did do this feeling kind of transactional. Yes, not relationship, right? You mentioned. Where are your people? Where are the people? You’re going to be engaging through social. How do we find out where they are? Wei have just sorry you were about poor guy. Took a breath ready to talk and i have more questions. But i’m trying to start a hypothetical spot. Supposed to just have them. Ah, us mail. We just have us mail addresses and an email. I suppose we have those. How do we know what social channels we should be in to be talking? T this? This constituency, i think i think a good way to start off with is but there’s a couple approaches, one of them is to do smaller tests and, you know, if you set up in twitter, you set up in facebook and start reaching out in telling your audience that you’re there. So if you have their email address, you have their direct mail address put those presence is up and say, yes, we do have a twitter account, we do have a facebook account, follow them if you like us and then you’ll start to see one gets a little more traffic than the other, you know, ifyou’re on linked in you’ll see, oh, mohr and more people have us on linked in, so we’ll put more effort there, there’s others there’s tools that are available that let you take your e mail address and it’ll search all the channels and say, yes, this person is on twitter is on facebook is on linked in, and i’ll show you all the accounts that they’re on so you could bring that data back into your cr m and connect that together and that’s a huge help, any tools that you can share that sites you can share that that would enables users non-profits to do that there’s one that directly does that it’s called small act their social profile. They do it. Casey golden, ceo of small act, has been on the show from bb khan. Yes, blackbaud unconference last year, casey well, mabe in two years ago, but i was there two years, but one of those past two years of e become casey casey golden was from small act was on. Yes, they have ah there sweet of tools is great for taking your existing set of data and constituents and connecting that to whatever their social networks might be. Okay, so that’s a great way to come back and say, these people are involved in these networks and they’re active there influencers or they just have an accountant don’t do anything so it’s figuring out where they are and if they participate, if they have a facebook account, it might not really matter if they never really use it. And i believe when casey was on, he was on with someone from blackbaud and i apologized to that someone i don’t remember his name hyre they they had done their homework before coming on the show and actually labelled me a key influence, sir, i think i was just so they get me to air the interview, i think it was heavily overstated. I’m barely a user, and but they were they were very generous, jen. Now, once we know where our constituents are, how do we start? Teo engage and then we’ll talk about putting that together with rcr. Um, yeah, i mean, you know, one thing i want to say just in relation to where people are is i think, you know, a lot of organizations end up feeling like they have to be every place when it comes to social media. So as soon as you know, instagram got big, oh, god, we have to have an instagram account or so we have to have a pinterest account or we have to start to get on snapchat there’s a lot of pressure within social media to kind of be on the next new thing, and i think for non-profits, you know, you’ve got limited resource is limited time it’s difficult to prove for a lot of organizations that the investment is worth it when it comes to social media, and i think there were getting better all the time at ways to do that, but i think, you know, as brian said, i think if you start small and and starting with the big too, starting with facebook and twitter is probably going to be a pretty safe bet for a lot of organizations, and once you do that, you will start to see patterns of, you know what? Like, we really have a lot more engagement on twitter and so maybe that’s really where we want to focus more of our investment on and then, you know, and then i think it’s another really difficult thing for organizations to do is to not just treat it like it’s, another channel to push out information and organizations tend to get really wrapped up in like, this is our agenda, these air our goals, these, you know, this is the program i want to tell everybody about without necessarily really listening to their constituents about really what they want to hear or how they want to engage with you or what kind of lifestyle are they leading, you know? So i think, you know, being able to take some risks about not always having, you know, tweets or facebook post that are, you know, specifically on mission, you know, about the organization about a program, but are really relating to people, you know, it was like, you know, if you love animals, this is probably something else you think would, you know, is great, you know, you should totally watch his video, and it may not be directly related to mission at all, but it helps really build loyalty and social media channels when you when your authentic on dh, when you’re not so focused on this is just a channel for us to push something out. But that it’s a way to start to develop, to weigh engagement, but isn’t that what we do in our offline in our real life? How you interact on facebook or twitter yourself, right? Found i’m walking past a restaurant, i think a friend of mine might like it, you know, you snap a picture and said, right, i read an article thought this might interest you forward it to a friend right now, just talking about essentially right, bringing what are thoughtfulness, right online and into the social network, right it is, and it’s it’s the same conversations you might have in person with someone. So, you know, if you’re sitting there talking to your friend and you only talked about your work and your mission and that’s, all you talked about, they’d stopped listening. They would walk away and they’re tired of hearing of it. But then if you say, hey, i saw these other things and you expand the conversation into the richness of us as humans and have that conversation. Then you have friends that stick around, and they like to talk to you because they get a great wealth of information from you and that you should do the same thing with your social networks and be able to have those engaging conversations and listen back to what they say and be interested in what’s going on in their life right? E-giving anything duitz e-giving, e-giving, ding, ding, ding ding. You’re listening to the talking alternative network waiting to get a drink. E-giving this’s. The way we’re hosting part of my french new york city guests come from all over the world, from mali to new caledonia, from paris to keep back french is that common language. Yes, they all come from different cultures, background or countries, and it common desires to make new york they’re home. Listen to them, shed their story, join us, pardon my french new york city every monday from one to two p, m. Are you stuck in your business or career trying to take your business to the next level, and it keeps hitting a wall? This is sam liebowitz, the conscious consultant. I will help you get to the root cause of your abundance issues and help move you forward in your life. Call me now and let’s. Create the future you dream of. Two, one, two, seven, two, one, eight, one, eight, three, that’s to one to seven to one, eight one eight three. The conscious consultant helping conscious people. Be better business people. You’re listening to the talking alternative network. Yeah. Dahna listening key, right? Absolutely not. When we have a conversation. It’s two ways and right. So don’t treat our social platforms is just bulletin boards where where we post and you eat and we we’ve had the broadcast model for a very long time what our media has always been and it’s sometimes difficult to transition into an engagement model, but you really do need to do a lot more listening and finding out what what is interesting to them now, how do we start to integrate this with our cr m that’s? Your that’s, your larger your larger topic? What? What? We need to he’s thinking about teo accomplish that. So i think there’s a few things. I mean, we keep talking about listening. You know, i do think it’s worth mentioning that there are social listening tools out there. And the way that you were identified, for example, is a key influencer was probably through one of those tools, right? Maybe through small act, you know of saying, hey, you’re a cute influencer, and it might be because they said let’s look at how many people follow tony and that’s. What made you a key influence or not? Necessarily, that you tweeted all the time, right? So i think on and let’s take a step further and how engaged those heimans retweets, right? Replies so it’s not just the right number of followers, but how engaged are they with your content, right? Right, so, you know, so you really can get a wealth of data from from those types of tools and when you’re doing social listening and i think what is really important is actually to just go back to some fundamentals and say, ok, if i were looking at everybody talks about a three hundred and sixty degree view of a constituent, right? So if that were really possible and what we were looking at, what would be the data that would be really important to see in a donor record when you’re talking about social media and it might be, you know, you might think about your major donors and you might say, you know, what would be really helpful for a major donor staff would be to know how much that major donor is engaging with us on facebook or twitter, right or or if we’re solving kind of a customer service issue, right? So we had somebody complained on our facebook page, and we responded within twenty four hours and here’s how it got resolved. And so that when that major donor stuart, goes ahead and calls that person a week later, they can say we, you know, we heard you had a little problem, but i think it got resolved, how’s everything going right? So i think part of it is really being able to step back and think, ok, what’s the data that’s going to be most useful to bring back into our serum, and that is going to be different for each organization. And i think it really should be driven by your overall organizational goals and strategy on and then you, because the data could just get completely overwhelming. You know, social listening sometimes, like, you know, you can get a lot of noise, so you have to be really strategic in terms of how you set it up and then what you do with that data. Once you get it on dh talking to the different constituents in your organization about what their needs might be, right, what would the major gift officer liketo have? Right as she picks up the phone and great calls calls her boss because the thing that’s probably least useful but is really what is often how we measure success and social is, you know, number of fans or followers, right? And and it is a measure i’m not saying it’s not important, i mean, i think when you’re reporting back to your executive leadership and you’re saying, hey, we grew our facebook page by ten thousand, you know, fans or whatever i mean, that is a way to measure, but i think it’s really going beyond that and saying, ok, so what? What do we do with those ten thousand people like, how can we serve them better? You know how when we make the experience with us a better experience so that they stick with us forever? You know? And and that’s i think those follow-up questions and thinking about your data in terms of those follow-up questions is really, really key, okay? And it’s important to to consider you’re gonna have different segments of your social media audience? You might have a donor who donates lots of money to your organisation never tweets never gets on facebook or anything like that you might have someone who only donates ten dollars, a year to your organization. Who’s a huge advocate for your organization. And you have to deal with each of those differently. You know, they’re they’re both definitely vitally important to your organization, but you have to include them in different ways. You want to make sure that the person who’s an advocate has the information. They need to talk about your organization effectively and then the donor. They want to see a return on what they’ve given you. So they want to see something that’s important about? Yes, i donated this money. What is it doing for the actual recipients? Is it delivering the mission? They want to find out about that and and see that result. So you have to be very conscious of what you’re different. Social media audiences in general are interested in and provide that information to them. And with such a direct channel you khun definitely look through it and find it. Do you have advice on where to preserve this information within a person’s record? I mean, if we start with razor’s edge, are we able to drill into that level of detail? Like, where would you preserve this information that a program officer or a major gift officer might liketo have? Where we where we actually put it in the c r m? Yeah, years ago, i think that’s a little tricky question because it really depends on the serum that the the organization is using, you might end up needing to do some custom fields you might not depending on what you’re using. So so i think part of that is part of figuring out your strategy for how this comes back into your sierra is saying, where is this actually going to live? And how are we going to access it? And how are we going to run reports, you know, or what can we pull? You know, from a tool set that we’re using, you know, that allows us to get kind of a big picture of you, you know, outside of the serum in different tools will let you do different things like, you know, with sales force if you use radiance six and marketing cloud, they’re already set up to connect together and tio integrate all that data, so that process is pretty much established with small ax tools you could do a data upend, and it brings it back in and connects it for you. But then you have to work with your database administrators to figure out okay, what specific fields are going where? What new tables do we need develop? So you kind of have to work that out in very specific cases. There’s not just a, you know, a big old plug in that’s the social media plug in that everybody uses. I’ll also say just not to plug our session too much tomorrow, but we’ll be joined by daniel birgitta from the national wildlife federation, and she actually they went through and did a small act depends on dh, so she’ll be talking a little bit about that experience and what data they were looking at and how that got presented back to the rest of the staff, and i think it would be a really interesting, you know, organization that’s actually executed some of these things and how that’s look, can you can you talk a little about either that example or another client example, where, uh, i’m sort of interested in in the in the what we need to capture? On dh what? The benefit of that was any you share a client story around something, you know i could share. And i could share an example from something that i actually heard it. Dreamforce. So i went to a social listening session at dream force. And and there were some folks there from the gates foundation talking about their social listening program. What is dreamforce, dream forces? Salesforce conference that’s just todo norvig that’s their eyes. Their ntcdinosaur yes. Thank you. So i interrupted, but i like, you know, i don’t know how to be behind, okay, but, you know, but they were talking about how, you know, when they were when the u n general assembly was meeting, that they had specific you no interest in listening for certain terms in order to engage with people around certain issues. And it was it was a really interesting, practical use of social listening. In terms of, you know, one of their goals was to talk a lot about malaria, right? So so they did some social listening around malaria and the u n general assembly. And when those conversations really started a trend and that was, you know, something. People were talking about, you know, the foundation was able to capitalize on that and really focus some of their communications out into the world around what people were already talking about, and tio insert them in a really smart way into the conversation. So i, you know, i think there’s a lot of different examples, but but you do need to be pretty strategic and how you decide, teo, you know, deal with your data, do social listening on dh, what you decide to bring back into your systems and the ultimate benefit of all this is deeper relationships. Is that is that what we’re striving? Well and ultimately conversion, you know, i mean, i think like, it can be difficult to measure conversion sometimes, but i think, you know, in the end, organizations need to raise more money, right? And so how dio how do these better relationships are more engaged or two way engagement? Really, with your donors and constituents help fuel conversion and whether that’s conversion too? You know, we need more activists on the ground, you know, taking action or changing a law, or we need more fund-raising in order that, you know, help establish. Or run a program you know, that is ultimately what organizations need to do is is convert people. So i think, you know, there is a way where you can have a better customer or constituent service type relationship through social media, a better, better engagement, really, in terms of content that you have out there that can result in better conversion down the road, we still have a couple of minutes left. What else? What else do you want to say about this? I haven’t asked you about anything we talked about. You want to go deeper on anything your i know you’re feeling in our workshop. So what do you want to say? One of the big challenges? Whenever we have the discussion with people about this is, you know, exactly like you were asking, what specific data do i add in and it’s, we can’t emphasize enough how important it is to think about what you want to achieve. I know we’ve said that a couple times, but, you know, we keep hammering it in because everybody forgets about it, and they’re like, oh, no, no, no, we just we just want to get followers and tweet. Counts and and how much they tweet and how many people listen to him and it’s it’s so much more than that. And it’s really that strategy part and what are you trying to do? Why do you want those people? Why do you want more people following on twitter? What do you want them to do? What’s the purpose of having them follow that we were right trying to get up and what’s the purpose of following what kind of communication do you wanna have? And to me, it’s not any different from what we went through with email marketing. It started off the same way where everybody thought email was the next great thing, and we’re just going to send out a billion e mails and everybody’s going to come running after a couple of years you figured out you needed a better strategy for it, and social media is going through that same process of of what works, what doesn’t work? How do you communicate with people through this broadcast? Television went through it, radio went through it. Every new media channel that opens up goes through that same process of figuring out what you can do. What works? How do you make it effective? And how do you really track it and prove its worth gen anything you like, tio, you know, i just would say that it is i worked for a little bit with the corporate sector in particular around social media, and i think, you know, there is there is a great pressure to prove the value of social media, i think, you know, across across corporate culture across non-profit culture, but i will say that, you know, corporations tend to think of it a little bit more as this is a way that we build brand loyalty, right? And and in a lot of ways, it’s that’s, incredibly difficult to measure, like, how do you measure loyalty, right? But they’re spending a lot of money and trying to figure it out. And so i think, you know, that’s, something that the non profit sector will benefit from is the closer they get to kind of figuring some of that out in terms of how do we really measure, you know what this really did for us and you know, and that directly impacts their investment. How much are they going to invest? In social media, right? So so i do think that there’s some everybody’s kind of struggling with us a little, but but i agree with brian it’s, you know, it’s, another channel, it’s, another marketing channel, right? It’s not really mysterious like it’s. Another way to talk to people? It’s a slightly different format, you know, it’s, obviously a shorter format, but, you know, but email was a much shorter format than direct mail, right? So i feel like we’re kind of we’re on. We’re on kind of a very similar path, and really, we just want to have the best kind of engagement in foster the most loyalty for organizations and social media is a really great way to do that. Do you find many clients come saying they get the type of questioning that you’re suggesting, general, why? Why are we doing social media from the board? You get bored? Or maybe ceos? Why? Why? Why are we doing this? Yeah, i mean, i certainly in in the for-profit space, you know, social media budgets are minuscule compared to their other budgets around advertising and public relations, right? So the pressure to prove, uh, you know, return on investment, for example, it depends on the company, but some companies say we don’t really care. This is like, you know, less than one percent of our annual expenditure, right? Okay, that could be actually liberated, right? And others say, you need to prove to us that you know, the reason we’re giving you another x amount of dollars is because it’s actually doing something for our bottom line, but i think brands more and more are seen in particular, i think the loyalty that is inspired by the really great customer service, you know, right? And that that in particular for social media for brands becomes, um becomes really important, you know? I mean it, you end up feeling better about, you know, united airlines, for example, if they respond to you when you complain on twitter, you know, you alright somebody’s actually listening to me and i’m not sitting on hold for forty five minutes, you know? So so i think there’s a lot to be learned there just in terms of, you know, responding and engaging and the listening and the things that really in a in a regular relationship, not online, are really important to people. On di think thatyou wantto you want to foster that as well on your social media program? Brian, we have a couple of seconds. You are no it just increasing, increasing that visibility. You know, if it’s a diabetes foundation or something like that, if you see lots of tweets of them providing advice and help too people with diabetes and you visibly see that, then you see the mission is being accomplished. You see that they’re really doing what they set out to do and that it helps your organization overall help you convert. You are seeing it absolutely into as you just, jen. Whatever the forever conversion might mean it’s. Not necessarily all about older fund-raising but what could very well be excellent. Thank you very much. Thanks. Both. Thank you. Taking time in a busy conference. Brian. Brian, g c is i have it. Don’t don’t coach me. Director of marketing heller consulting jen smith, vice president, digital agency heller consulting. Thank you both very much. Thank you. Pleasure. Tony martignetti cover it. Not non-profit radio coverage of and t c twenty fourteen the non-profit technology conference. Thanks very much for being with us. I have another. Auntie si interview very shortly generosity siri’s you know them, they host multi charity peer-to-peer five k runs and walks multi-channel ity means that you can have an event with a small number of runners because together all the charities at an event make up many hundreds of runners, and then you have a great fund event all day around a five k run and walk. They have events coming up in new jersey, miami, atlanta, new york city, philadelphia and toronto. If you think a run walk makes sense for your fund-raising talk to dave lynn he’s the ceo tell him you’re from non-profit radio he’s at seven one eight five o six, nine triple seven and on the web generosity siri’s dot com i have a new non-profit radio knowledge base this week, online engagement, real dialogue, real engagement in the social networks is critical. You’ve heard lots of guests talk about this, it takes strategy and planning and staff and their time and patients. I’ve got links to videos and other interviews with beth cantor, amy sample ward, j frost on a bunch of others all around the topic of online engagement. Those air at tony martignetti dot com that is tony’s take two for friday, twenty second of august thirty third show of the year here’s my interview from ntcdinosaur on technology and organizing welcome to tony martignetti non-profit radio coverage of the non-profit technology conference two thousand fourteen and tc the hashtag is fourteen and tc we’re at the marriott wardman park hotel in washington, d c and with me are austin levine kun and rachel butler. Austin is chief innovation officer for fish in strategy, and rachel butler is campaign representative for beyond oil. Austin rachel, welcome. Thank you. Thank you. Thank you for taking time. Busy at a busy conference. Your your workshop topic is real talk on technology and organizing. Rachel technology has created challenges for organizing. I thought technology was improving our lives and making things so much simpler. Yeah, that’s a great question. I think that really it goes both ways. Technology has created a lot of opportunities for organizing, and it’s also created some challenges that are new on that the world that that i work in the world that we work in has has had teo learn how to use these new tools in the most effective way. To create social change, what are what are some of the challenges that you’re seeing? I think there are a lot of challenges around technology and organizing in making sure that the new technology tools that we have at our disposal don’t overtake and overcome a lot of the tried and true grassroots organizing methods when it comes down to it to create social chains and the campaigns that i work on there’s really nothing that replaces relation, organizing one to one conversations with people and that’s really part of the tried and true methods of organizing that technology can provide opportunities, tio, expand the reach that we are looking at with with the kind of outreach and campaigns that we do. But it’s, really the grassroots organizing tools that that’ll help actually makes sense of of the the reach that technology is able to give us and actually translate that into real bored world change. And i would hope that part of what technology could do is bring us two potential people tto have these deeper relationships with way we’ve broadened our reach, sort of at the at the initial stage at the meeting stage. Absolutely okay, austin, more more let’s, talk more about the challenges before we come. Absolutely and i think i think one of the things building off of what rachel was saying that i cz difficult is really making sure that you’re using the tools that we have at our disposal effectively, and i think a lot of organizations all of a sudden, sudden have access toe so much more data about the people that they’re interested in their cause but don’t necessarily know how to use it effectively, or, um, are having the challenge of understanding you have all these thousands of people who sign your petition online, but how do you actually transition from a petition signer to somebody who is willing to show up in an event or to deliver a those petitions that at the end of the day, too their representative in congress and so on with all these advantages and expanding the met of supporters that you’re able tio really attract your cause? Come these challenges with how do you then deal with or use effectively that other tools or that tools that you have available actually help to train and then to mobilize people? Okay, and what are some of these tools that we’re talking about for, for listeners, perhaps warrant themselves organizing. We’re talking about what kind of tools and then also it’s clearly data as well, right, and one of the one of the more common ones that a lot of organizations have started to look to his hand in this on online petition platform, it’s. Whether whether that’s on your own site or change that or gore move on has developed their own petition in-kind user generated petition platform that’s one of the opportunities to engage with new audiences and new supporters in one of the ones where that has also started to cause many challenges within the adivasi community, as people are still our learning over time, what were they used best for? And where are they not going to be effective? Okay, interesting. So you know, those of us who are outside the organizing community are not aware that technology and these tools are are creating some obstacles for you. Can we can we talk specifically? About what? What? Some of the online petition tools. What kinds of problems are created by them? Yeah, absolutely. Were what, like what? And so i think. One is there becomes this expectation that you’re able to win campaigns with petitions on lee, ok, and so what? And then money is starting to g o and pressures on non-profits to use petitions to raise the, um there visibility of the campaign that they’re working on, and that works for that one specific piece. But you’re not going to be able to win long term campaigns just by starting petitions, there’s a whole host of other tactics that and campaign strategies that need to accompany in online petition for it to be successful. Rachel has a good bit of experience with on this type of work with a beyond oil as well in the campaign strategy, peace and sort of this conversion. Yeah, so the way that i like to think about it is that the’s petition tools and a lot of these online tools are exactly that their tools to enable effective campaigning. And so when we have a petition tool, you know, that brings people in the door. The petition is one tactic that’s part of a larger campaign, and one of the challenges that i think austin is speaking to is what’s that arc that we’re building what’s that overall long term strategy that a petition is an important part of it’s, an important tool, but there’s there’s much more to winning a campaign and toe actually creating change, whether it’s through the sierra club’s beyond oil campaign or any campaign that’s out there there’s much more to it than just the petition, and then delivering those petition signatures. It’s an ongoing process, and that’s really where we get back to the basics of grassroots organizing. And once you have supporters are interested in issue, how do you activate them? How do you mobilize them? How do you give them the skills that they need to become organizer’s in their own right rather than just signers on a petition and at the outset, we need to have our strategy developed let’s not just put up a petition exactly. Let’s get twenty five thousand signatures on a petition that’s not a strategy that’s a that’s, a that’s, a tool and part of ah, you said, you know, part of ah process in a spectrum, and it really translates to social media also where there’s an incentive from to have more facebook fans to have more twitter followers, but the challenge that emerges from that is then what? What next? What after that and one advocates for youth, one of the organizations that was on there was represented on our panel this morning. One of the examples of the work that they do is actually when you get people commenting on their facebook page, when all of a sudden you have these thousands of support fans online, you need to actually reach out to them and see what is it like, how how would you like to be involved and really build that two way street, that relation relationship that rachel was speaking about in order to then bring them into the fold and start to build your campaign more effectively for the long term? Okay? And so the metrics for success in the pathway to success isn’t based on just the number of fans on your facebook vanity metric, right? It’s really about the deeper organizing that that enables, before we get to howto overcome these challenges, rachel, is there another one that you can share again with, you know, people who were maybe outside the organizing community, aside from what? What austin gave voice to that petitions seemed tio be the end all and be all t people what other? What other? The obstacles we try to overcome and using these tools? Yeah, i mean, i wouldn’t even necessarily talk about petitions as an obstacle. I would talk about them or as an entry point. And so if using a petition is an entry point is a great way to engage people in a campaign and some of these platforms that have been developed in recent years allow anybody to use the tools that historically have been in the hands of non-profit organizations and really democratized them and provided platform and an avenue for people that teo start their own campaigns. And so i think part of the part of the challenge that that that we’re working out, you know, as a community of advocates right now is, you know, everybody at this point has the ability to start a petition and then there’s that next step of how do we how do we really democratize that training piece so that anybody who’s starting a petition was also has the skills and has the resource is that their fingertips to how to build that into? An actual campaign. Okay, so the field is becoming a lot more crowded because of the empowerment, because anybody can create a campaign. But how? Well, well skilled are they take it to the next step? Yeah. I mean, i don’t even know if i would i would talk about it in in terms of the field being crowded. It’s that these, you know, there are lots and lots and lots of issues in this world that we need to solve, and we need lots and lots and lots of people to get involved to solve them. So i see it as really an opportunity for people who see an issue in their world to be able to have access to tools, to solve that. So to me, it’s it’s a huge opportunity to get training into the hands of people to you know who are interested in making a better world. And i think these online petition platforms are, you know, it’s, a it’s, a great tool and resource to get people involved and one of the next opportunities that were looking tio two faces, you know, howto latto bring it just beyond starting a petition and mohr into the sense of how are we training? Um, how are we training organizer’s? So that, you know, organizing is not just something that organizations do it’s something that people d’oh. You’re listening to the talking alternative network. Have you ever considered consulting a road map when you feel you need help getting to your destination when the normal path seems blocked? A little help can come in handy when choosing an alternate route. Your natal chart is a map of your potentials. It addresses relationships, finance, business, health and, above all, creativity. Current planetary cycles can either support or challenge your objectives. I’m montgomery taylor. If you would like to explore the help of a private astrological reading, please contact me at monte at monty taylor dot. Com let’s monte m o nt y at monty taylor dot com. Are you suffering from aches and pains? Has traditional medicine let you down? Are you tired of taking toxic medications, then come to the double diamond wellness center and learn how our natural methods can help you, too? He’ll call us now at to one to seven to one eight, one eight, three that’s two one two, seven to one eight, one eight, three or find us on the web at www dot double diamond wellness dot com way. Look forward to serving you. Talking alternative radio twenty four hours a day. Lively conversation. Top trends, sound advice, that’s. Tony martignetti, yeah, that’s. Tony martignetti non-profit radio. And i’m travis frazier from united way of new york city, and i’m michelle walls from the us fund for unicef. It’s not always just don’t online, right? It’s not yeah, go ahead, austin, i think two and two that one of the challenges that is presented with this democratization of kind of social change or being able, anybody being able to say start a petition or sign a petition is then kind of that that next step of identifying we’re identifying which of those petition starters, we’re going to be the most effective leaders and able to then carrie, their campaign through to the end and actually win. And it’s not i think we’ll move on, for example, is struggling with this right now in terms of how do you know which which petition starter is going to be the most effective advocate in the long term? And then, are you able to identify that person were based on certain sides of chris characteristics or some other assessment, and then if they are, and then how can you train them and support them as they go through their campaign so that they’re more likely to be successful in the long run? Or more likely to start more petitions in the future and really become leaders in their communities? Let’s talk. About overcoming some of these challenges. Now, it sounds like it’s a lot more than just share this. But thank you for signing. Please share. We need to go a lot deeper than that. But again, those of us not in the community of organizer’s not not familiar, not aware of how you go a lot deeper. And rachel had it. How do we do some of the some of the training, for instance? Sure. That’s a great question on dh training is one of those pieces that personally, from my perspective, you know, i would love to see the development of better technology tools. Teo teo, you know, not only democratize the who can start a petition but democratize the training that it takes teo effect to run effective grassroots campaigns. So my background is is in grassroots organizing. You know, i come at the work that i do from a perspective of, you know, local organizing from state organizing, and since then i’ve moved. I’ve worked with national campaigns, and so training is one of those those pieces that gives people the tools. Tio i not only identify a problem and maybe started, you know, in the just sort of what’s what’s happening sometimes is that, you know, people identify a problem, they start a petition, but when we’re talking about campaigning, there’s there’s a whole other set of steps that goes on before you start a petition, which you can talk about is a tactic. But when you identify a problem there’s a there’s, a set of planning that that goes on in organizing, where you, you know, you identify what solution it is, you’re working for, you make it a smart goal, and then you figure out what’s the best strategy to achieve that goal, and only after that strategic planning has gone on. Do you go forward with implementing tactics like we’re going to use the petition as a tactic to reach out build abroad, supporter base and then from there will mobilize that supporter base by doing tactic non-technical number one tech to come or to attacking number three, you know, whatever it is that it that fits for your strategy, that’s going to achieve your overall goal to solve that problem that you’ve identified austin, anything running at about the training? Yeah, i think one of the i think, as rachel was saying one of the things that is key and many of these instances where there is an issue that your work men, organizations working on and there may be individuals out there that have started petition a petition on change dot org’s to try and change this, but reaching out to those both either the i think a combination of the individual that has already started the petition, but then also to your network in the communities where you’re looking to effect change and find asking them who are your existing like volunteers are leaders that are active on this issue and then asking them to start the petition so that they’re actually much more well versed in the issue and able to have the likelihood of being more successful and before that even happens, doing the media training, doing the, um so so that they’re actually once this petition is promoted, it’s not just a petition it’s a media moment and you have a spokesperson and you’re able actually tow start to mobilize around it. I could use a little more about identifying who the among the many now now in power petition creators how do we identify how among? Who among them are likely to be the the strongest leaders in the issue? Great question and there’s a there’s, a variety of different ways that this can happen and some larger organizations tend tohave metrics, systems of metrics in their databases that they used to assess how act active and individual supporter is, have they? How many different types of actions have they taken? Are they eh facebook fan? Do they have they signed an online petition? Have they attended in person event? And so through kind of those metrics, you’re able to identify some of the more likely candidates that could be those really strong super supporters in for your campaign. In addition to that, yeah, there’s the opportunity to tio have these people then go through essentially what are a series of tests instead of like an application, you asked them to take another action a couple like write a letter to the editor or write a blogger post about this issue that you care about, and in that way, vet them for your organization and then and as a result, are able to really, um, identify passively who who these people are that are most likely. To be good, good leaders for your campaign. So something that appears a call to be a call of action may actually be an organization sort of putting you to a test and seeing if you’re stepping up. Absolutely okay, yeah. Rachel, you’re going. Yeah, i was going to add. I would say, you know, it’s it’s one way vetting them is one way to think about it, but i think another way to think about it is providing opportunities to take further action because it’s, you know, think of if you get sent a petition online when i get a petition in my inbox, it may be an issue that i really care about a lot, but there’s no way for the organizer of that petition to know unless i’m provided another opportunity to take action. So part of what austin is talking about is providing those additional steps, those additional opportunities for somebody to rise to the top if it’s an issue that they are really passionate about. So part of what is what austin is talking about is providing a you know, what’s called a ladder of engagement, quote unquote, that allows people tio take further action. And get further engaged on an issue that they’re interested in in and passionate about going and what’s important to realize at the same time is that the latter is not the same for everybody and that some of your more passionate advocates are going to be turned off when you’re asking them to sign an online petition because they don’t know they know that they want to do more, and you have to give them that opportunity and so understanding that some of your more active supporters are going to be turned off by your request for them to do a any action when what they really want is to organize their friends and their community around the issue. And how are you going to know that? How do you know if you’ve offended someone? Because you’re ask is too small and here’s where the interesting challenge comes in? Is that it’s it’s an ongoing attest and battle tio identified teo figure out within your own community? What are those indicators were one of the easiest ways is really to talk to your supporters to send them an e mail to call them after they take an initial action. And or don’t take one after they’ve our been so active for a long time, okay? And in the world of of traditional grassroots organizing, part of part of one of the tools that’s used to really identify what somebody’s interested in what they are passionate about is is a one to one conversation. So you actually sit down with somebody and talk to them and ask them, you know what it what is it that motivates you? What’s, what are you interested in? And that way you’re able to not only meat your supporters where they’re at, but you’re able to gauge what’s the best way and what’s the way that they’re most interested in being involved. So i think part of part of the, um, one of the challenges that we’re facing is how do you use a lot of these tried and true grassroots organizing techniques and apply them in a digital world where you’ve got the challenges of just, you know, being in front of a screen rather than face-to-face we’ve also got these challenges of scale where you’ve got, you know, potentially, you know, one hundred thousand people signing a petition, so i think that’s part of that’s, part of the challenges that come along with technology and organizing and in in the real world, in grassroots organizing campaigns, there are some tried and true methods and tactics that we use and tools that we use teo build and win on issues and learning how to use those in the digital world is part of what you see happening right now. Okay, we’re gonna leave it there. Thank you both very much. Thank you. Uh, thank you. My pleasure. Austin levine kun is chief innovation officer for fishing strategy. And rachel butler is campaign representative for beyond oil again, thanks very much. Taking time. Thank you. Pleasure. Tony martignetti non-profit radio coverage of ntc non-profit technology conference. Thank you very much for being with us. My thanks, as always to everybody at the non-profit technology network and ten. And at and t c was great fun being there. That was last march or april. There was last april. Loved it next week. Dori clark is with me for the hour to talk about your personal brand. Whether you’re an employee or out on your own, you’ve got a brand. What is it? And how do? You manage yours. If you missed any part of today’s show, find it on tony martignetti dot com. Remember generosity siri’s for those five k runs and walks, generosity, siri’s, dot com or seven one eight five o six, nine, triple seven. Our creative producer is clear. My raph sam liebowitz is our line producer shows social media is by julia campbell of jake campbell. 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