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Nonprofit Radio for September 16, 2016: Happy Healthy Nonprofit & Your Job Descriptions

Big Nonprofit Ideas for the Other 95%

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Beth Kanter & Aliza Sherman: Happy Healthy Nonprofit

Beth Kanter & Aliza Sherman at 16NTC

Beth Kanter returns with co-author Aliza Sherman and their new book is “The Happy, Healthy Nonprofit.” They urge you to make employee wellbeing as important as organizational performance. We talk through how. (Recorded at the 2016 Nonprofit Technology Conference)

 

 

Heather Carpenter: Your Job Descriptions

Heather Carpenter is co-author of the book “The Talent Development Platform” and she’s got advice for your often-rushed-through, lifted-off-the-web job descriptions. (Hint: Stop doing that!) (Originally aired September 25, 2015)

 

 


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Hello and welcome to tony martignetti non-profit radio big non-profit ideas for the other ninety five percent on your aptly named host oh, i’m glad you’re with me. I’d suffer with quadra tano pia, if i saw that you missed today’s show happy, healthy non-profit beth cancer returns with co author eliza sherman, and their new book is the happy, healthy non-profit they urge you to make employees well being as important as organizational performance that was recorded at the twenty sixteen non-profit technology conference and your job descriptions have the carpenter is co author of the book the talent development platform and she’s got advice for your often rushed through lifted off the web job descriptions hint don’t do it. Originally aired on september fifteenth of last year on tony’s take two my new plan e-giving video responsive by pursuant full service fund-raising data driven and technology enabled, you’ll raise more money pursuant dot com, and by we be spelling supercool spelling bee fundraisers. We be spelling dot com here’s the happy, healthy non-profit and this book that they’re about to talk about is number nine in the amazon non-profit books category. Let’s get this thing, but just by the darn thing skyrocketed. Let’s. Get it up to number eight. Let’s. Get it? No, we get it upto one by this book the happy, healthy non-profit hello and welcome to tony martignetti non-profit radio coverage of sixteen ntc non-profit technology conference this is also part of ntc conversations. We are in san jose, california, at the convention center and with me now are beth cantor and eliza sherman. They’re session topic is happy, healthy non-profit using tech for healthier work and life we’re going to get to that very shortly. First have to highlight our swag item for the interview and that is this papal very fine crafted would a pencil those of you just on ntcdinosaur say shins and the audio stream i’m sorry you can’t see the fine craftsmanship and the way this is burned in the papal logo burned into the woods like i used to have a little wood burning kit when i was a cub scout and we usedto carve nasty words and our names but more nasty words independent to wood pieces, and then burned them before our parents saw them and then also there’s this nice papal book notebook very handy for keeping track of your wellness and health goals and your and your achievement toward them. This goes into our swag pile for the day, second day here at ntc and ah, what a not so subtle transition i made teo happy health and wellness. The two of you are working on a book. Beth, eliza and what’s. The book is called happy healthy non-profit is that right? Yes. Strategies for impact without burnout, judges for impact. Without burnett, when can we expect this book it will publish in october. Okay, your co authoring eyes there. Another author. We should know the two of you. Okay, now, beth, you’re last year and t c you were here talking about walking as part of work. Not as not as part of your health and wellness regimen, but working, walking at work. You have a you have a wellness kick? Yes, you know well, that was the genesis for this book. Because it’s not just about individual wellness. It’s also about well being in the workplace. Thie organizational health. Yes. So i see we’re talking to an organizational level now. Yes. And not just health, not just health. Because, you know, health is important that’s, physical energy, but well being, the well being of the organization, well being of the staff, which translates translates into the well being of the organization and its stakeholders. Okay, eliza, now i neglected teo properly introduce either of you. I’m sorry. Beth is a master trainer, speaker, author and blogger at beth blawg, and eliza is tech wellness advocate tequila’s on dh, author of eleven books. This will be your twelve, right. This is the eleventh, so ten, but she’s, just such a great writer and collaborator, i just i just thought it was twelve. You have an interesting this deeply are all your books about health and wellness? Actually, all of my books are about business or the internet. In fact, i started the first woman on internet company back in the nineties, and so i wrote a couple of books, cyber girl books about the internet for women, and this came out of my interest in tech wellness, which is obviously an important part of our lives because of everything we’ve been doing with all of our gadgets. And i got in touch with bath and she’s into the walking and she’s into all of the sleep habits, and we combined it all and that’s what the book is going to be. Okay, wait, hold on. Beth tech wellness. What is tech wellness? What do you mean by that? Well, if you think about the fact that the technology we use has gotten smaller and portable and nobody has taught us how to use it well, so now we’re all getting strained next. Strange eyes, strained brains. So hold it like this. Yeah, like that. Like it like that. Try to do that. Pose that’s a good pose. It’s hard. Maintain it is. Okay, what we’re gonna say back. Oh, i forgot. I know what i want to know why. I also want to say that lisa and i have actually known each other for twenty years. You have no rights. Okay? Out of the blue oversignt no, no, because, you know, i sort of had a front row seat at the creation of this field, the non-profit tech field. And so when i was looking around doing web stuff for non-profits back in the early nineties, i ran into at least met her at one of ah, web girls meet ups. Okay. Okay. So let’s go. All right, so we want we want tohave happy, healthy non-profit by having happy, healthy people eyes that. Okay, so you have some strategies, i presume for well, especially from you gaining more from technology with fewer intrusions. So we is that the way we start there, with sure minimizing intrusions in our tech beings? Sure. Okay. From what kind of lens? Of of the individual. Okay versus the organization. Okay, so, for starters, i stop sleeping with my iphone. Okay. You had your iphone goes to your head. Yes, i know. I used it is an alarm clock, but i had no impulse control. Teo actually not look at all my social media feeds before bed, and that disrupts your sleep. It disrupts your circadian rhythms and if you don’t get good sleep, you’re not good to anybody. You’re worthless, you’re worthless that air sleep by keeping your iphone out of the bedroom and bask in your office alarm clock. Sabelo well, i did a sony said, no, no, i don’t want radioshack final radio shack. What about one with that? Wakes me up with pulsating light fancy. And then i set up a charging station at the house. So as soon as i walk in the door, my entire family has to put their devices at the door, plug it in, and then if they want to use it, they have to walk through the whole house and think about the fact that they’re going to use the device. Ok, that is similar to me to what we learned in the italian, my italian background eat less by not putting the big platter of food on the plate. Exactly. You keep the platter in the kitchen and plate there and then and you have to get up and go and, you know, attempted by the beautiful sausage in the pasta that wolber so close, it’s. Just a fork. It’s a fork length away. Okay, okay. Makes a lot of sense now. I was just reading something about the iphone. Then the new iphone that’s going to be technologically equal to the six but smaller inside were like, five. They’re changing something about the blue, the blue tones, the blue light and the way you dropped your sleep. There’s a blue shades or something that that makes it hard. It’s a strain on your eye or that you know, but it’s it’s not so much. Just it’s. That but it’s also, if you read your work emails right before you go to sleep, you’re gonna have stress dreams about it. I mean, you know, you should have a better night time rich team that allows you to go to sleep calmly and wake up refreshed about a better morning routine. That too i do. I’m trying. I try not to look at my email now, my phone is not well. It is today now, because when i travel yeah. When you travel, you travel you. Use a little little nightstand radio club. Now, i use my phone, but i keep it. Try to keep it a faraway so have to get up out of bed. Okay? And i’ve conditioned myself to say don’t don’t do it right now. The morning routine that’s a tough one. No, i have one. Guess what it is. Well, it’s not checking your email? No, i don’t know. I walked five thousand steps, so you get out of bed. Well, i shower and, you know, show kids to school, you know? And then i walked my five thousand steps or your coffee drinker. I make coffee, i meditate while the coffee’s brewing okay, three short meditations. Yeah. Three minutes, three minutes. Cycle right. Five thousand steps on dh then start my day. Okay, let’s, turn to release it. Now, before you did something like the cookers hyre well that’s supposed to be related to the circadian rhythms. Exactly. The blue light affects your brain and its tricks your brain into thinking it’s daytime. And that is something that so subtle and none of us are realizing it’s happening. Now what i was going to say about the iphone is they’re taking that out over there, changing the shade in the new, smaller iphone that’s still going to be technically so all that does is change the light that doesn’t change. What beth was saying is that you’re compulsively checking all your messages and getting sucked into the tensions and stress of work keep the phone away from the bed, you don’t get it right, and i don’t need it in the morning. You don’t it’ll be there, you know, there are things in the world will be trying to make space in your life for reflection and contemplation and some were somewhere in this always on, always on, always thinking, always doing world yeah, okay. All right. What else? Elisa, you give us one self care so self care is important. So we were talking about technology. But there are so many other things that have to do with taking care of yourself. So tack, wellness is one of them getting good sleep. We’ve talked about movement. The fact that we sit so many hours of every day at work almost all of us are trapped behind our desk. So beth has been really good at training me at doing this i considered the computer for hours on end and never budge. She forces me to get up, we walk the halls, we walk around the block, you live in the same house. Are you sharing a home together way? No, no, what do you know when when we’re doing princessa presentations together and we’re traveling together working on the book, working weekends, right? Yeah, so we’ve been working a lot of the book and we get sucked in as well to the book, but then she is incredibly disciplined to get up and get her steps going, so i’ve gone from two thousand steps to hitting ten thousand every damn with her when i’m not with her, i’m not as disciplined, but you have reminders you can use your technology to remind you to be mindful of using it or to remind you to stop what you’re doing and get up and move around, or two meditate toe, listen to some guided meditations that are free on your iphone or on your android phone, and take that times or use your technology to advantage 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. Now, is this a simple is you referring to just setting an alarm to remind you to get up? It could be, but there are apse. There are acts that will remind you. All right. So they just have a few apple fit ball fit. Bolt? Yes, old fitted bold because actually is a plug in on your browser that will ding every fifteen minutes and show you exercises. Actually, pictures of exercises step by step that you khun dio i can still be productive if i stop my work every fifteen minutes. Yes, yes, yes, you can. It’s it’s a different kind of interruption because you’re what you’re doing is training your attention. Have you ever heard of a book called eighteen minutes a day? You’re pregnant. You can tell me about the last time. I think. You know, you have a really good memory. Yeah, i think so. Let’s, look back. We can check the video, but i think yes, you told me about it. Okay, but go ahead, summarize because everybody doesn’t have my memory. Give us well. And this is more if you’re cliff notes. Right? Right. So let technology makes us distracted. And what you’re doing is training your awareness, so if your beep yourself every hour and say to yourself and my own task, am i doing that most important task? You’re actually trained yourself to think that way, right? Right? Staying on task versus you know, i yeah, somehow i ended up, you know, in an endless loop of youtube videos, couto they’re very nice people, but, you know, it could be a little distracting. Yes, they have a big president like, i have to have two floor here, but it could be a little distracted, right? How did that happen? But if i have a little bit of a reminder, i’m not present, i’m somehow i wandered down this path. I don’t know how let me get back to where i need to know. It’s changing bad habits it’s becoming aware of your bad habits and changing them is being really conscious, mindful of how you’re using the technology and making those changes consciously making those changes because if nobody is, they’re nudging you if i mean we could be accountability buddies to each other, i might say to beth beth, you’re on your phone at bedtime, but if if nobody is there, at least your technology can remind you and make yourself more conscious and aware. Because once you’re aware you can do something about it and they wear. This is important too, because the technology provides monitoring. Like i can look down, i can say, well, i’ve only had twenty seven hundred steps so far. I better get moving. Okay, for sure that a simple benefit, but yes, the search search. Ok, it does everything okay? We name any other apse for wellness. Well, there’s a desk desk, yogi is one for your computer that will help you pull that bolt and yogi. Okay, there, spire spike. Oh, that’s a wearable it’s unbearable zubair aspire u s p i r yes, fire it’s a device. You either talk in here or in your pants and your brawl or your pants, and it measures your breath and it’s based on your breath patterns. It tells you whether you’re calm tents are you or you’re focused and it sending data to your phone. So i mean, it will tell you if you’re tense and so it’s a reminder to a nudge toe. Take a deep breath. You’re tense. Upset? Yeah, alright moment. There’s so if you’re in the meeting with your boss and things in your annual evaluation is not going well, you can say, well, my bride’s beeping i gotta stop fired-up spire was telling me, buy bras buzzing, you know? Well, i can’t have any more i can’t have any more flat attend. Well, what what it is is helping you with, you know, emotional intelligence of self awareness and knowing what your reactions are so you can then manage them and be intentional about it. Okay? That’s the awareness. Yeah. Intentional intentionality. Okay, what else we got? Oh, moment there’s the moment at which tells you how more okay, moments where tio, check your it tells you how many times you’ve been looking at your iphone. I have that really embarrassing. You haven’t mastered that. So how many times through the day today, i astronomical. Are you over? A hundred? Probably is. I mean, well, yeah, you use it for so many days, sequential things. I look at the time of day sometimes, you know, that’s over and over. But then but then there is mail on your facebook wear. How embarrassing, you know? Well, i was i was consciously trying to in this might somewhere because i’m a social media person to consciously think what i’m on social media and my butt being intentional and they getting stuff done are just wind this lee scrolling through the feet and saying what everyone else is doing. So how much time in my wasting on facebook and how much time i actually getting stuff done with her? Same thing? I mean, they’re also short looking another hundred fifty and it’s a way to procrastinate. Do you want to share your your number? What is gold with moment a moment you wantto make moment number, moment number i i actually just used it to t get a handle on it said he was embarrassed. It was embarrassing at first. What was i looked at like there was one like two hours of facebook today, two hours of yeah, but no cumulatively alt-right yeah, yeah, thank you, but also tell you how many times you looked at your phone. Do you remember how many times you were checking? Oh, you know, she’s not going to tell you that i’m going to tell you that i should tell you i can’t remember tell you her cholesterol numbers before i know it was like three hundred eighty years for eighty or something. Yeah, great. Well, no, no, no, no. Yeah. Three. Ninety nine, ninety four hundred. Okay. It’s one. Fifty now. Yeah, yeah, yeah, yes. That was from last year. Also. That’s. What? Got you on the walking? Yeah, four hundred. That was yes. Okay, our other ideas. Way wellness. Okay, let’s, go up to the aps. And when we started to talk about relationships in the workplace, okay, so we talk, you know, that does affect your emotional well being. So we talked a lot about techniques that you can use. Teo, you know, man it. How to say no. For example. Boundary setting down decent but foundry said on reset and enforcing forcing i think lots of people set boundaries and then they don’t get enforced. I had our excellent pia is yes, that’s true. Given those i thought we were getting into the session i was looking at was, like, fifteen minutes. Ok? Yes, that it happens. You have these things in your mind. But you never. You never tell them to anybody, so nobody else knows and your boundaries get trampled and you don’t say no, you say? Yeah, how the first thing you say is yes, i’ll do that. Yes, i think you’re thinking. Are you okay? Yeah. Now. Okay, let’s, give some of the tips. So how do we enforce our boundaries? You say now we got to buy the but you’re going to say by the book, but you use it. You say nufer out on non-profit it was right. No way this little exercise around practicing feeling what no feels like in your throat. So i’ll say, eliza, we jump off a cliff. No, come on, alisa. You’re really good at jumping off cliffs. No, but why? I’m too busy right now. I have a full plate, but thank you for asking, okay? It was was this one act play festival, which is what is that? Well, we’re just just practicing saying no, and then and overcoming objections and if people practicing practicing and and also coming up with really legitimate reasons, because people want to hear a reason they don’t like to take no, they don’t want to take no for an answer. So come up with your reasons are and value those ok, i’ve heard a strategy? I don’t know necessarily related to boundaries. But you people want to hear. Yes. So you thie answer is yes, but even though everybody knows but is the universal no gator yeah, here. Yes, yes, yes, i will do that. But i won’t do it until tomorrow. Or yes, there’s that technique as well. Okay, is that is that bonem cards that make way didn’t make the book? I mean, our book is really just learning to say no and benefiting from saying on being okay with saying no so here’s another technique and sort of down the my mindfulness path, if you will drawling, meditative, drawling something called zen tangles. So rather than zoning out on your phone zen out with drawling so it’s actual it’s the meditation technique technique demonstrate this one your swag we have are going she’s so good at they’re people. So you now you’re gonna have to describe it for listeners because everybody does not have the benefit of the video. I need a pen. Of course. Give me the paper would burn. Oh, is that so gorgeous? What a gorgeous pan. The wood burning. I’m just gonna have to go. Go to their booth and hear what they’re doing. Zen zen circles with no it’s god’s entangles. Okay, okay. It’s, meditative drawing. Okay. And you’re usually doing on the small piece of artwork so you can complete it in less than a half hour. So we draw. You gotta do the cliff notes version four dots on the page. You connect them four dots. You drew a rectangle, i draw a rectangle. I then i draw a scribble or tangle. And then the next part is to fill it in with repetitive patterns in silence. Okay, stop now! Show that to the camera. So a rectangle than her squiggle and that we’re filling it in with repetitive vertical lines. She’s chosen right to write and keep on changing it. Okay, my head feels and or can i could? You could do circles or whatever, but the idea is, it helps your focus. You’re telling it’s intuitive there’s no right or wrong answers. And what it’s doing? Is it’s really lighting up a different side of her brain? Then you are in front of the screen. Is this research based we have researched? Approved? Yes. Yeah. It’s, therapeutic art. This is their feet in guarding the cars and houses, drawing the courthouses. Yes, about that. Oh, it could be that. Tell us about that. I don’t know. I like to make little court. I mean, i’m no artist naturally. But i thought you literally through no, i draw cars and houses. And i thought you threw carson. Elsa? What? What is this called? Xan. Tangle. Entangle? Yes. When i said is this better than drawing? Okay? Cars and houses. You know that i draw when i’m there. I mean that’s, my there’s mine, there’s there’s my own u do that over and over again. Well, i’ll fill it in sometimes. You know, sometimes a shingle house like that. How you do it might be bricks, you know, i might make it a stucco. Ah, it could be a plaster. Which would be no, you no, those are the main ones. And then i feeling the roof, of course, usually tar shingles. I don’t like the stucco roofs, and i don’t really like slate roofs either. So i do the the national sabat are there things? Do you do? This is there is my house. Relax, say, to relax or while you’re bored? Are you not to relax? I’m not paying attention if you’re doodling, which is a very different part of your brain, you’re losing its not enjoying this. You’re not, you know, dahna screen doing this? No, i’m not so it’s a different part of great. I might be on the ground on easy phone call, you know, a casual phone call like with friends and not business. I think i pretty well. So you’ve been in a bookstore recently. Have you seen, like adult men in the bookstore recently recently? Yeah, i was in barnes and noble. Okay, so, have you seen all the adult coloring books i have? Not. So this is the hot new trend? Yeah. Wait. But that means that we’ve grown up coloring books, not dahna way. Don’t bother. Although there is a swear e coloring book, we won’t say those among terrestrial radio. Now, don’t get in trouble with my am and fm affiliate stations. No, of course not. Like you would have two years ago. You know, of course not. All right, right. So these are adult themed right coloring book. Not a mean of a non sexual nature. They’re they’re they’re meditative. Drawings? They’re flowers. They’re butterflies, whatever. Highly detailed, though that’s. What? That was it’s different than a child. One very highly. Let’s. Go back to my course is a research backing up? Yes. Therapeutic art thieves entangles there are yes. Entangles. Okay, meditative art, art therapy. You can look at a dog clolery cubine google it. Everybody knows art therapy. Like yeah, yeah, yeah, same thing, same thing entangles all right. And adult coloring books, adult coloring book and there’s some right here in this sum. And this exhibit blackbaud blackbaud has them with pencils. In fact. Other says, i’m not blackbaud handup who had the pencils and the colored and it wasn’t black there’s three but there’s a thumb up your lady was upleaf saturday’s swag pile had coloring pencils. Very nice. Find pencils. You know that the adult coloring book trend has caused a color pencil shortage. All right? Yeah. There aren’t enough colored pencils produced in the world. Yes. Not anymore. Not anymore. They’re not. They’re doing putting extra shifts in the factory, and they want the big sets of one hundred fifty different colors. Right? You’re you’re young and you’re full spectrum? Yes, exactly. Red orange. Yellow, green, blue, indigo, violet, the rainbow, you know, but you gotta have the full spectrum. All right, let’s, let’s, get back to our wellness. We were in the office that can put us in the office. All these. What do you have? Office. We talked about boundaries, nandi on the office, standing and sitting what’s. The combination there’s, an ergonomic combination of twenty minutes standing eight minute sitting in two minutes stretching and moving around it’s, twenty minutes sitting a minute, standing two minutes stretching a minute. Standing. Yes, it. Yes, as long as you’re breaking up the siting. Okay. Okay. Well, sandy or treadmill desks for movement while you’re healed. Now, i’ve seen motorized desk that are both. Yeah, i’m standing and and sitting there, vera desk. There will be a narrow desk. Very desk because they have lovers and they can raise them. E i saw that at south by okay. Okay. I want one. All right. You could have you could have. I have the old one with the lover. Yeah. That’s those air, those air, certain stops. The details. Yeah. You want the motor where’s unlimited stopping, right? And you don’t potential and, you know i actually have to buy a fancy desk. I’ve seen non-profit people use cartons and music stands okay. You know, let’s get people a decent death. Yeah. Or even on amazon? Yeah. I’m not saying you’re advocating that, but no, but let’s not have people standing standing on creates and no elevating their desk with milk milk boxes. You know, let’s, let’s get you people, but some krauz organizational policy offering that as an option if you want to standing and encouraging it or even a community one have a standing desk there that people take turns and they encourage each other. Okay, it’s, your turn. It’s returned eight minutes, eight minutes and that’s. Another thing you know, going into the office. That design and layout of the office can encourage or be nudges too certain healthy happy behaviors. For example, walking trails inside the office. They have that robert wood johnson foundation walking trails in the office. Right. They lay out here if you do this track around the office. It’s this many steps. Take a break. That’s not you know, i’m not joking. Alright, i believe you, you know sign it. Don’t take the elevator. Take the stairs. Two up, one down. You know, there’s a one up, two down, but even even doing something as simple as like, if your workplace offer soda in the refrigerator or put it down, i don’t have it. Don’t have it at eye level. Put the water in eye level dahna very simple stuff the baskets of fruit within reach through no chocolate doughnuts, right? Right, i’m ok. I’m feeling bad about something that just occurred to me that we said earlier again for people who don’t have the video, we were talking about how to use your howto hold your phone and i said like this, not like that. Well, that’s no value to people who are just listening to ntc conversations or non-profit radio, they don’t have the video, not on my youtube channel. Riel, oriel tony martignetti so they don’t have the benefit of video. I could do that. You cannot no, i like give shout out some, you know, best knows i’m kidding, lisa, i hope you know. No, you’re good, you’re good to chat about what was my point. Oh howto hold, explain how you’re alone, right? So so instead of your neck is down and your shoulders are hunched and it’s close to sixty pounds of pressure on your non-technical on the cervical spine. Yes. So it’s close to your body that’s not good. Hold it out a little bit forward. And if you don’t want to look like a geek, you khun sort of put your guests want to make a little more human looking you put you, you cup your elbow into your other hand and you’re sort of holding it up like that. You’re walking like this, you know you’re not supposed to be doing while walking. No, no. That’s distracted one thing you know, they’re not gonna do that when you set me up. No, but you know, that’s. All right. That’s, another issue. There’s been a thirty five percent increase in accidents do to distract and why i’m not surprised you walk the streets of new york city now because you’re on the west coast now. But anyway, i walk the streets of the east coast of new york city, and you have to you have to get out of people’s way, right? Because they’re not watching in tokyo. They have a texting lane in the sidewalk. No, they do. Where you can walk without a walker? Yeah, that’s. I wouldn’t do that because you get bumped into suppose you, but is there one for each direction yet? Is that a yeah? Yeah, is it too late? There was an article in the guardian recently to a really bizarre i think we should just about a fire handup ratify our environ. Exactly what exactly does that enables? Yeah, so so enabling modification to know, but modify your environment in different ways that create a relax using space that give you these cues that trigger your brain to say, oh, going into work, it’s not so stressful because i’ve got some really good lighting i’ve got maybe aromatherapy or some nice plants, i’ve got an environment that i’ve created at my workplace that makes me actually calmer, more relaxed, excellent didn’t even have to ask for your ideas. Were you right or or workplace? Where? There’s communal space where i can connect with other people and inspires collaboration? Yeah and that’s playful play way at work, but we need to have in our little in our shared space that makes it playful toys, adult court on always white ports and all. Clolery yes. Puzzles, markers, a communal table. Stress balls, balls. Yes, robots. One of one of the people you talked about has robot robot. Yes. Okay, cool. Yesterday we had did you see the group? I’m trying to see them. Corner shop. They’re here they have squeeze balls that are fruits today’s yesterday swags pile which got stolen overnight. But we had to squeeze eggplant. Yes, i have squeezed tomato. Some guests i could tell, you know, whether they were under stress or not, or whether you put there squeeze toy down, but they have fruits and vegetables out of squeeze toys. All right, buy-in we got to leave it there. I think we’ve from barton people. Yes, we have a deal. Ok. We only just talked about very little of what’s in the book. Well, of course you go by the book. The book is going to be called. I don’t know the subtitle of it. I’ll let a little lead to say at this time but the title is going to be happy. Healthy non-profit strategies for impact without burnout published by wiley wiley and coming out october of this year. Twenty sixty? Yes. Look for the book. Maybe we’ll have you on when it may. Well, have you want again? Keep that mind. Beth cancer. I may not remember so right. You know me better write. You can always find it happy, healthy non-profit dot org’s. Okay. Okay. Beth cantor out. Master trainer, speaker, author and blogger. You know she’s at best blogged. And lisa sherman, a wellness attack wellness advocate and, uh, multi book author as as beth is. Well, this is tony martignetti non-profit radio coverage of sixteen ntc non-profit technology conference. Thank you. Wish, ewing, we’re showing you wishing you health and wellness in your office place. Thanks so much for being with us. You can preorder that book right now on amazon. It is available. Let’s. Shoot those numbers up your job descriptions coming up first. Pursuant, they’ve got a free webinar. Best kept secrets for upgrading donors. Well, secrets are going to be so best kept after the ribbon our wednesday september twenty first, one o’clock eastern, you’ll learn the latest don’t a research keys to advancing donor elation, ships and surprising strategies to upgrade your hidden gems. Tony dot m a slash pursuant webinar needed capital p and a capital w and that’s, where you go for registration, we be spelling spelling bees for non-profit rid fund-raising if you want to bring millennials into your good work, this is perfect, not grandma’s spelling bee you can check out their video, which has examples of the live music, the dancing, the comedy fund-raising and spelling these air terrific millennial events, usually in a bar or restaurant, and they’re very fun video is that we be spelling dot com now tony steak too. My latest video is don’t be in the woods on planned e-giving there’s a lot that small and midsize non-profits can do with planned e-giving i explained how to get started it’s at tony martignetti dot com and that is tony’s take two here is have a carpenter with your job descriptions. I’m very pleased that heather carpenter is with me. She is a phd was a non-profit manager for ten years. She’s, now assistant professor in the school of public non-profit and health administration at grand valley state university. She teaches grad and undergrad courses in non-profit management, financial management fund on profit technology, leadership and human resources management. The book that brings our two non-profit radio is co authored with terra qualls. And it is the talent development platform putting people first in social change organizations published by josy bass this year on twitter she’s at heather carpentier, which is at heather carpenter. But take off that last are have the carpenter. Welcome to the show. Thanks for having me, tony that’s. A pleasure. You’re calling from grand valley university. Where’s that michigan. Right war in grand rapids, michigan, which is on the west side of the state. Okay, okay. That was the summer there in grand rapids. It was really nice. We have a great summer. I’ll bet a little harsher winters, but yeah, no, but you do have harsh winters. Yes. Okay, heather, our job descriptions he’s often get very, very short shrift, don’t they? Yes. Yes. Well, having worked in non-profits for many years and done h r and operations, i know how busy we get. And often, when people leave organizations, we scramble and pulled together what we have on dh and send out a job description that is often outdated and hasn’t been updated in a few years. Or sometimes, i think even pulled off the web. Yes, yes. You’ve seen that? Yes. Ok, not that you’ve done that when you were leading your non-profit. I understand, but i think it’s i think that’s also a pretty common practice. Why do we need to focus more on job descriptions? Well, job descriptions are really an important part of helping an employee to understand their roles and responsibilities within the organization. It also helps to track employee and volunteer performance and success. And this is ah living document, right way. Need to keep these current as job responsibilities change. Yes, we recommend that non-profits update their job descriptions, actually on an annual basis. Okay, okay. Sabat do you do you think that poor job descriptions lead tio? I don’t know hyre turnover or lower morale? What consequences do you think result from not having accurate descriptions? Yes, i i agree with your assertion. We’ve found that a couple of things can happen with outdated Job descriptions 1 that it’s for a new hyre they might not really fully understand the role let’s say hypothetically, speak about how when organizations lose employees and they have someone coming in and they used a job description. That’s out data from the labs it’s not clearly showing the response the accurate responsibility so the person might get burned out pretty quickly, finding out they have a lot of additional latto responsibilities, or maybe they don’t even have the adequate qualifications for for the rial responsibilities. So the job or, if someone’s been in a position for a few years, there’s what we call the pile on effect, where often more and more responsibilities added, but that’s not actually reflected in the job description or in compensation so so employees can get and volunteers can’t burn out that way, and then sometimes people become overqualified for the job or might be overqualified when they come in. The job description is accurate. Does this apply also to organizations that are mostly volunteers? Should should be job descriptions for volunteers? Oh, yes, absolutely, we believe that that will our book applies to not just paid staff volunteers as well, and we actually have sample job descriptions for board board positions and key volunteers as well as come common staff within various non-profit organizations like your executive director, development director on bury the book is loaded with lots of resource is sample job descriptions but goes way beyond that just job responsibilities. And forms, you know, and we’re just taking one piece of the book and talking about job description, but there’s a lot more to it. And the thing is just loaded with but templates and resource is yes, thank you. I really wanted it to be as practical as possible, having worked in the nonprofit sector for many years ourselves, it’s more of a workbook where organizations can pick and choose the chapters that they need the resource is from. But it is a whole platform. If an organization decides to go through the process for from everything from understanding the organizational learning and professional development culture to actually assessing stats, professional development and creating professional development goals, an objective tied to the strategic als of the organization. All right, so where do we start this job? Description process. I mean, i know who it starts with its doctor, the supervisor. How does that what is the what the person need to do to get started? Well, the supervisor should really look at the position itself and often there’s different philosophies on job descriptions. And our our philosophy is that the organization, the supervisor, should build the job around the position and not the person because people change andi really, to really get an understanding of what is needed to advance the organization forward. So we have something called a proficiency mapping cool and are in our book where supervisors can really identify the called common confidences that the knowledge, skills, abilities and other characteristics needed to perform the job and then rape those competencies on different proficiency levels. We use a proficiency level scale created by the national institute of health, and they’ve been doing this type of job description, worked for many, many years and really getting understanding of what level that the position and the responsibilities you need to be at when we talked earlier a few minutes ago about outdated job descriptions common, another problem with outdated job description says they’re not often at the level that the position needs to be on a smaller non-profits with great to have people who could do lots of different responsibilities, but sometimes we have very high expectations that someone in entry level type job might be more responsibilities, say, manager or leading the organization through some sort of process when that’s not necessarily the right level for that. Job you have these 5 proficiency levels, fundamental novice, intermediate advanced and an expert, yeah, way provide definitions and also example words and responsibilities at each level. I like to tell you, i jump pretty quickly from fundamental expert on i think if i’d done something once, that makes me an expert, so i don’t know if that fits within your construct, but like, one time i’m not the expert the first time, but after i’ve done it one time, i consider myself an expert and that’s cause that’s cost me a lot of money and, like home repairs and things, but i can’t get around it. That’s that’s but that’s probably not probably fit within your your definitions well, generally the expert and advance our our our director level positions on responsibilities. So at the executive director, we would hope a most size organizations that the person, the person holding that position would have advanced on expert level. But we understand that at the lower level positions the coordinators, the entry level positions that they’re more at the novice and the intermedia level. And yes, i mean, we’ve found that it’s helpful, starting with the supervisor to create these confidences and proficiency levels on dh, then down the line. Wei have employees assess themselves and not do a real comparison over the competencies profession? Okay, yes, we’re gonna get that. So so after the supervisors part, then then what’s next in creating these optimal job descriptions, the next step is really getting documenting the employees responsibilities, and they don’t see what the supervisor has done. But if you do have someone in that particular position just making sure that all the responsibilities are are documented because the supervisor might not have a son of everything that employees doing. But obviously, if it’s a new position, or if the job description ever been done before, then they would have the supervisor just do the proficiency mapping. Ok, ok, but but the the next step now is the is the is the employee e-giving their input into what their responsibilities are around the competencies and the proficiency levels. Yeah, the next up is just the employees identifying their their responsibility. Okay, a faster proficiency levels. Quite yet just for the job description itself. It’s really making sure that all the responsibilities are identified and the supervisor is really the one that making sure that all the proficiency levels are identified. All right, ok, ok. And we mentioned these competencies. Can you give us some examples of competencies? Sure. Before you do that, i want to tell you about the process that we took to to identify ten core competencies for non-profit managers like holly and i actually did some some national surveys and looked at literature around training needs of non-profit managers and assassin what their confidence cesaire needed. So this is really backed and research that we identify the ten course set of common confidence ease that non-profit managers possessed. They’re very general there everything from advocacy to communications, marketing, financial management to fun development hyre we also have human resource is way also in the book go through the process of has helping organizations create their own sub confidence ease, because since the time core competencies are very general, we know that each organization is different in their culture and each position and as well as department, it’s organization, house, apartment, that they have their own core competencies that are important to that organization. So we’ve also provided of examples of different size organizations and the subcontinent use that. They have so well for example, intercultural confidence he is a very important sub competency for many organizations, two working, working well under pressure are working with certain population, so we’ve we’ve worked with various organizations and their different types of missions require different competency. So we worked with homeless organization last semester, and they, you know, they require their staff to have confidence he’s in understanding people who have housing have challenges, okay, let’s see, we have just about a minute before, before we take a break and then we’ll continue. I should do this. We haven’t mentioned the board should be job descriptions for board positions. Definitely we have. We have a sample job descriptions for board chair board treasurer, board secretary on various board general boardmember on there’s a there’s. A lot of resource is not just in our book, but out there on the web is well for creating and managing board job descriptions. That’s an important piece we’ve we’ve done this process with all volunteer run organizations where it’s just the board teo organizations that have paid staff, maybe they’re smaller, they have all the board do their Job descriptions and then the 1 to two staff members that they have so it’s important that it’s not just a staff process that boardmember look at their job descriptions and revise them. Okay, let’s, go out for a break and when we come back, heather, of course we’ll stay with us and we’ll keep talking about your job descriptions, and then we’ll move to mapping, mapping you thies competencies and proficiency levels to the job description. Stay with us like what you’re hearing a non-profit radio tony’s got more on youtube, you’ll find clips from stand up comedy tv spots and exclusive interviews catch guests like seth gordon. Craig newmark, the founder of craigslist marquis of eco enterprises, charles best from donors choose dot org’s aria finger do something that or neo-sage levine from new york universities heimans center on philanthropy tony tweets to he finds the best content from the most knowledgeable, interesting people in and around non-profits to share on his stream. If you have valuable info, he wants to re tweet you during the show. You can join the conversation on twitter using hashtag non-profit radio twitter is an easy way to reach tony he’s at tony martignetti narasimhan t i g e. N e t t i remember there’s, a g before the end, he hosts a podcast for the chronicle of philanthropy. Fund-raising fundamentals is a short monthly show devoted to getting over your fund-raising hartals. Just like non-profit radio, toni talks to leading thinkers, experts and cool people with great ideas. As one fan said, tony picks their brains and i don’t have to leave my office fund-raising fundamentals was recently dubbed the most helpful non-profit podcast you have ever heard. You can also join the conversation on facebook, where you can ask questions before or after the show. The guests were there, too. Get insider show alerts by email, tony tells you who’s on each week, and always includes link so that you can contact guests directly. To sign up, visit the facebook page for tony martignetti dot com. 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. I know. I say it every time. Maybe maybe you listeners get here. Tired of hearing me say this, but i wish lawrence would pronounce his last name. Panjwani he’ll be so much more beautiful than paige. No. Ni lawrence. I’ve said this a large his face. So no it’s it’s. Not like i’m going behind his back. And pandiani will be so beautiful. Lorenzo? Lorenzo panjwani okay, okay. Heather let’s. Move now. Tio mapping what is this? What is it? What is that? The mapping process that comes next? Well, this is the mapping process is really about revising the job description and making sure that it matches up with the responsibilities really, that are needed. We advise organizations to separate job responsibilities by the competency categories. So we often see job descriptions that have a whole long list of job responsibilities. But were our processes to separate them by category? Cory so that it’s clear on the difference competencies that are needed with that particular job. We also have the manager identified perfect since he loves based on the job responsibility, action words. And so this is where hyre this is the revision process, the different levels and making sure that the wording really matches up with the proficiency level so we might have a position that is hyre up than it needs to be or lower and can be a giant. Now you mentioned job responsibility, action words. What defined those for us? Well, the action words are provided in the proficiency mapping scale. So as we talked about before there’s five purpose into levels from fundamental awareness, novice, intermediate to advance and back first. And each of these have a different level, and we have action words that are associated with each level. So as i mentioned about the higher level positions, we have the dance level there there’s facilitating, leading liaising, managing and the expert level. We’re synthesizing. We’re training were troubleshooting. And so these hyre level action words are associated with hyre level job responsibilities. Okay, yeah. And that’s me. Well, i like to focus on the expert. You know, like i said, i would skip over novice, intermediate and advanced. I go right from fundamental to expert one one one one time. So i’ve gotten used to use those expert use those expert examples. That’s where? Just in my mind, that’s where i belong let’s. See? Okay, so in this job in the in this revision process now it’s, the employees and the supervisor working together, uh, well, family it’s the supervisor making sure that the job description is aligned because as much as we’d like to be an employee involved in the process, the next step in the talent development platform which i don’t have time to talk about here is the individual professional development assessment and that’s where an employee actually haserot their confidence season proficiency level. So it’s really helpful that they don’t see realign job description before that, that there going off of what they i think that they’re expertise is and their proficiency level is. And then that way, you could do an accurate comparison. So what the job requires. Okay, well, you might be surprised we might have time to get to assessment a little bit. We might be surprised. Um, now for the mapping, there are there’s having six steps. Andi don’t really have. You know, we don’t have time to go through all six of them, but help help us understand an overview of the process. A little more detailed. And then we have so far yeah, so, as i mentioned in the first step of separating the job responsibilities by competency category, you’ll see then if there’s gaps and if you’ll have competency categories that you’re not covering it’s amazing how many organizations that we’ve worked with through this process, where they are missing competencies for specific positions, like operations manager, or or the executive director where often maybe, you know hr is a part of the operations manager job, but it’s not really accurately included are reflected in the job description or the job responsibilities or information. Technology is often a part of someone’s job, but not necessarily included, so it really helped helps organization to identify gaps with responsibility and say, well, we don’t have anything in this competency category. So let’s, let’s talk about what we need to include, i see, okay, it strikes me that this whole process to is going to i guess you said it, but just is going to make sure that you’re not bringing in let’s say, entry level people and having expectations that are unreasonable for them in terms of responsibilities and competencies. Exactly way also talk about degree levels as well in compensation we worked with quite a few smaller non-profits that, like tio, take all the responsibilities that we, we provide his examples, and and use them to hyre their new entry level staff at the masters level were like, whoa, you know, let’s think about it’s entry level, do they really need a mask spurs or do they even need a bachelor’s for that regard? So this really helped to think through the position responsibilities that you need for the organization and ok, if i really need all those responsibilities and maybe it’s two positions, not one or i’m i think i’m being unrealistic with how many responsibilities that i’m requiring in this in this position. So having those sometimes difficult conversations about what’s realistic for the organization since restarting tio, we’re talking about the possibility of entry level employees what’s your feeling on starting people at at low salaries? Well, i’m a little biased because i advocate for living wages because i teach graduate students in a lot of them are often on the job market, either during their degree program are afterwards and it’s really disappointing to see them have to take very low wage starting jobs also research, so that it costs between seventy five to one hundred for fifty percent of its employees annual salary when they leave. And so what i’ve seen with my students and former employees is that bill, if they’re not getting adequate living wage compensation, then the leave within a few months and that actually costs the organization a lot of money organizations, i don’t think we often realize how much time and effort it takes toe post the new position to interview the people to do the training and that’s that’s money, and what will when in fact, we could pay a living wage and a good starting salary for entry level employees and have them stay longer even if they stay a year to that’s that’s better than the cost of done, leaving within a few months because they find a better opportunity that paste on better excellent, we gotta leave it there. Unbelievable! You were right. We didn’t have a chance to talk about assessment. You’re right, but you got it by the book it’s talent development platform she’s heather l carpenter, phd and you’ll find her on twitter at heather carpentier carpenter and take off that last are thank you very much. Other next week, data disruption and small data rocks. If you missed any part of today’s show, i beseech you, find it on tony martignetti dot com, responsive by pursuant online tools for small and midsize non-profits data driven and technology enabled, and we’d be spelling supercool spelling bee fundraisers. We be e spelling dot com. Our creative producer is claire miree off sam lee boots is the line producer. Gavin dollars are am and fm outreach director. The show’s social media is by susan chavez. On our music is by scott stein. Be with me next week for non-profit radio. Big non-profit ideas for the other ninety five percent. Go out and be great. What’s not to love about non-profit radio tony gets the best guests check this out from seth godin this’s the first revolution since tv nineteen fifty and henry ford nineteen twenty it’s the revolution of our lifetime here’s a smart, simple idea from craigslist founder craig newmark yeah insights, orn presentation or anything? People don’t really need the fancy stuff they need something which is simple and fast. When’s the best time to post on facebook facebook’s andrew noise nose at traffic is at an all time hyre on nine a m or eight pm so that’s when you should be posting your most meaningful post here’s aria finger ceo of do something dot org’s 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 dio they have xbox, they have tv, they have their cell phones. Me dar is the founder of idealised took two or three years for foundation staff to sort of dane toe add an email address card. It was like it was phone. This email thing is right and that’s why should i give it away? Charles best founded donors choose dot or ge somehow they’ve gotten in touch kind of off line as it were on dno, two exchanges of brownies and visits and physical gift mark echo is the founder and ceo of eco enterprises. You may be wearing his hoodies and shirts. Tony talked to him. Yeah, you know, i just i’m a big believer that’s not what you make in life. It sze, you know, tell you make people feel this is public radio host majora carter. Innovation is in the power of understanding that you don’t just do it. You put money on a situation expected to hell. You put money in a situation and invested and expect it to grow and savvy advice for success from eric 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.

Don’t Be In The Woods On Planned Giving

There’s a lot that small- and mid-size nonprofits can do to start Planned Giving and have a very respectable program going forward. To kick off your campaign, promote and market bequests, then you might include the IRA rollover and life insurance. 

Nonprofit Radio for September 9, 2016: Going Social In The Boardroom & Creative Commons 101

Big Nonprofit Ideas for the Other 95%

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Jeanne Allen & Nancy Rose: Going Social In The Boardroom

There are lots of ways your board can use the social networks to make their work more efficient and fun. The possibilities start with recruiting; orientation; chat; and content creation. Those and other ideas come from Jeanne Allen, principal of Jeanne Allen Consulting, and Nancy Rose, executive director of the North Carolina Center for Public Policy Research. (Recorded at the 2016 Nonprofit Technology Conference.)

 

Carly Leinheiser: Creative Commons 101

Carly Leinheiser at NTC 2104

Carly Leinheiser explains what Creative Commons is and how valuable it can be if you need video, images or pubs or want to release your own content to raise awareness. This originally aired on September 26, 2014, before Carly was an associate at Robinson+Cole.

 

 


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Okay. 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 with quadrant ah, you believe that i’d suffer with quadrant a topia if i saw that you missed today’s show going social in the board room, there are lots of ways your board can use the social networks to make their work more efficient and fun, their possibilities starting with recruiting, orientation, chat and content creation. Those and other ideas come from gene allen principle of gene allen consulting and nancy rose, executive director of the north carolina center for public policy research, that was recorded at the twenty sixteen non-profit technology conference and creative commons one or one carly leinheiser explains what creative commons is and how valuable it khun b if you need video images or publications or you want to release your own content to raise awareness of your work that originally aired on september twenty six, twenty fourteen and also seth godin, the author, blogger and speaker sat down at the two thousand ten next-gen charity conference with regina walton than our social media manager, his advice about shipping product failing and permission marketing remains quite sound until on tony’s, take two non-profit radio testimonials responsive by pursuant full service fund-raising data driven and technology enabled, you’ll raise more money pursuant dot com, and by we be spelling supercool spelling bee fundraisers. We be spelling dot com i’m gonna try to untie my tongue, and in the meantime, you can listen to gene allen and nancy rose on social networks for your board. Welcome to tony martignetti non-profit radio coverage of sixteen ntc the non-profit technology conference this is also part of ntc conversations were in san jose, california, at the convention center. My guests are gene allen and nancy rose. They’re session topic is moving social media into the non-profit board room. Gene allen, seated next to me is trainer and consultant, a gene allen consulting, and nancy rose is the executive director at the north carolina center for public policy research. Incorporated ladies gene, nancy, welcome welcome, thanks for having thank you. My pleasure, my pleasure geever a bit of interesting maybe i don’t know, maybe provocative topic social media in the non-profit boardroom and we’re gonna get through it very shortly, i just to shout out our swag item for this. This interview, which is from start male it’s, a very, very firm bug. I could hear that. If you’re not, you’re not watching the video on the backside from start mail. It says, my friends, my email, my business, start mail, dot com. We’re going to put this in the swag pile for the day two and t c swag. Right, he’s got a dreadful place. Okay, this is very interesting. Nancy let’s. Start with you. What what’s the potential for for social in the boardroom. Well, i’m coming at it from an executive director’s position, as well as in my former position as the technology person from our organization and moving boardmember sze into social media helps a lot with four duties, if you can get them to do tweeting for you communications, but not only that things like working in committees, if you can get them toe move online, and actually i let gene talk a bit more about it. I’m sort of the non-profit. Side kick teens. But there’s this interesting. Now, as a technologist, you became executive director. Yeah, i don’t think that’s very common now, it’s not, uh, how does that work? Well, i’ve been with the organization for a little over thirty two years, almost thirty two years. And our executive director had been there for thirty three and he retired and i was in the finance operations in technology side. So i was doing all of that side and ended up moving into the position about seven months ago. But you were broader than just broader than just technology. Okay. Okay, alright. Jeanne what’s the potential here transform how boards do work. Transformed. That’s. All right. That’s. That’s. Pretty dramatic. Yeah. Be creative. Duitz concept of fell fast. Just trying new things. See what the board could get involved with. Okay. We got two ladies from north carolina, by the way. So, uh, onda gonna guy actually, north carolina, just very recently, not thirty two years for me. All right, so let’s, say now the description includes i don’t know if you read this that you proof. Read this. Yeah. It says ah, this session is feared for those who work with leadership or boards, i think, supposed to be geared, but it does, say, feared snusz feared. There, i circled the word feared we’d like to keep people on their toes, so i don’t think geared. Yeah, so is their fear a in the board room around social? Are they so unskilled that they’re they’re fearful? You got a wide range of people on board? You get people who are ready to use social media to get people who like the way things have always been done. Yeah. Plus i think the point here also is people just don’t think of using social media this way. They think of using it to get boardmember is to ask for money. Sure, they think of events they think of broadcasting out and the ideas well, how can we take some of this these products that are out there and use them in this in that boardroom? Okay, well, you identified working internally and and having the board be external ambassadors on social. So how about we start with the internal? Because i think aside from the fact that this is not really very much thought of, i think the first thought would be oh, well, we could have them out tweeting as as you said, but let’s start in so let’s start internal, the board committee structure and the mechanisms of the board. Right. So what’s the potential here. What? What? What are they gonna do when i presented this before the group, some of them are well advanced in some of mark’s there’s. Kind of two. Two different strategies here. One is the idea that you can do collaborative tools. To get bored or committees to me. But the other side of that there’s been a lot of talk of this going on his conferences. What’s the strategy for just making change happen. How do you get people to try something new with a willingness to have that learning curve and a willingness to fail? That’s? Why, nancy, not make a great pair? Because i bring these great ideas and nancy tries them and then says, well, some of these work better than others. What can we learn from it? You know, great idea needs to be a diaper adapted by somebody. Okay. Okay. So what are some of the collaborative tools that we can that we can employ for our board? Well, summer simple, like google plus and just learned how to share your documents have been in a lot of workshops talking about the paid platforms that you come by. So, it’s, just the idea. Board, pack or board effect where you can have your whole board process online. The bigger non-profits alright, let’s not gloss over these resource ideas. Board pack is one right. Ph you and another’s board effect. Okay, so that is you buy a platform and you can have all of your documents, all of your information, and one space that’s organized now the people who work for the huge non-profit sitter nationwide often have these platforms, but the individual non-profits don’t have anything, so they have to they’re the ones that might be most interested. Well, those are our listeners, actually small and midsize. Non-profit so even though i think some of the people inside national organizations could learn, they’re there, i’m not producing the show for them, we’re so we’re targeting the smaller midsize non-profit so all right, so you don’t have to be his fancy as the ones you’re named right but simple google docks and google plus, right? Yes. Yeah, for example, with some of our board members with our committees. If we have boardmember sze that air taking notes for their committees, they can put those into the google docks so that everybody can can see that would add to them as well. Now, getting everybody to use google dogs moving them along sometimes takes a little longer than you would might hope. Say you have toe you have to try it and keep at it for a while. Before you, you decide that it’s not going to be working for you. Ok, there is this age dependent sometimes. I mean, i find that there are people who are all ages come with different expectations, but part of it is people the board members, you’re recruiting the new ones. We want to bring on the boards, bringing new skillsets how do we make sure they’re interested in being on the board? So the process forever has been paper driven? How do we change it? Make it more online? Ok, somewhat aged driven. But not everybody who is young uses all the tech called upon all the platforms and not everybody who’s older doesn’t use them. Okay, i think one of the other things is, you know, our board mirrors the population of north carolina, so they’re coming from all across the state there. You know, we have business people, we have academics. We have people in government, and they all use lots of different tools. And so trying to find one tool that everybody is comfortable using, that can be a challenge sometimes. Okay. How do you have you overcome that challenge? Well, sometimes i’m not sure at the moment the you know, google docks has been fairly successful for us. We do have board members that work and financial institutions that if they are asked if they’re remote ing into a, um into a meeting, they may not be ableto access google docks through their workplace wifi because of security reasons, so they either have to bring in a personal dahna device or they have to leave the premises and work it, but they they’ve been pretty good about it about doing that, okay, okay, songs you give me a heads up. So what are the potential activities that that boards could be doing around the social tool? So we mentioned committee meetings, right? Committee committee meetings between the full board meetings, other other things, they they’re cheating or what? Well, the other one of the things you want boardmember is to be is an ambassador for your organization. Instagram is a great example. Fifteen seconds you considered a board meeting and say, what are some points we could all make? Passed the phone around into a fifteen second video of each boardmember in front of the logo of the organization. So then you have some content you can put out once a month or whatever, and it’s, i’m on this board for this reason, and somebody else gives another one you khun planted ahead of time by everybody saying one of the points we want to cover shows the personality, the face of who’s on the board and people don’t think using instagram that way, and maybe you’re bored doesn’t come in and think that’s, the way they can show their enthusiasm. Yeah, yeah, we’ve also had boardmember tze, when we’re doing our nominations, process du videos of why i serve on the board and then we’ll post those on youtube and share have them share out so that people understand you have different various boardmember see why they’re passionate about the way you’ve actually done that once we have done that and then have the board members themselves share it, or they were or you have done it for them, we’ve shared it and tried to encourage them to share it. We’ve had less success. We’re still working on getting them, but they’re still working on that. Okay? Okay. That’s. Why? The beauty is you can do it on a phone right there in the room. You can practice everybody, does it instead of go home and do it. We’re doing it right now and we could look at it and see what it is. It’s fun. So you’re creating these board meetings that are fine and, you know, and look at this video, you could be silly and then do another one and just to make it have fun, ok? Excellent, excellent. What? Elsie? Glad i asked because i was just thinking of committee meetings on dh nancy mentioned the board minutes, but okay, motion content, 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? So another example i use in the workshop we’re going to do is i take the picture, ellen, the generous tweeted out from the oscars remember that one that you have the selfie? Yes, our kevin spacey and much people, yeah, but just celebrity. So i did a little bit of research on this, and i found some other pictures where people kind of newsjacking s so so to speak. There’s one where there’s a picture, it is the picture right after the picture was taken, so it shows all i’m after they step back about three feet looking at the picture, then there’s another one that shows this person who’s associating united way, who then photoshopped himself into the picture with a united way shirt like you’re bored could do that. It’s just silly things to say to people, look, you can start newsjacking what’s out there mean jacking taking pictures that are out there and adapting them, getting your board toe laugh and have fun so they don’t just see the serious part of the job. All right now that’s a great one for the united way pictures. Great. Yeah, yeah. Like that film zelig, you know the woody allen looking up? He sees it through the kennedy assassination in that place that the lincoln inauguration hour and whatever you know throughout history is face is always there, okay, is there more? I mean, sharon, what else can we now internally still still keep it internal before we start having the board go out and tweet for us and, you know, facebook close for us? Well, actually, i think internal board management stuff so one of the things that i have found about twitter that’s very interesting is i find it to be a great search engine so you can put in topics you’re interested in and stuff pops up boards are always one thing they seem to not know his financial management, so you could get somebody to tweet with it. I mean, search within twitter and i for the trial run to this and found a free webinar there’s being offered on non-profit financials, so you could ask boardmember is to do some searching on twitter to find topics that might be of interest and bring it back to the board members so they could then have signed up for one or two people. Could have signed up for the webinar on non-profit financials seen what it was about brought it in and said here’s, a couple of ideas of what i learned so it’s using twitter is away toe search for information. Then i did an example had to do with lung cancer just for an example of a non-profit that might be with that as a focus, and some report came up from the journal of american medical association that if you were on that board, it might have been of interest to you and it’s one you would have found otherwise. So it’s just getting people thinking you can use twitter to find information, not just tow broadcast put it out, of course, okay, uh, nancy much much with on the board with twitter. Um, we haven’t had the board do much with twitter yet, other than searching for media outlets when we need to do press release those people in their area who we should, who we should be adding to our list and that’s helpful, but the most recent thing we’ve done internally with board is working with our board treasure we’ve implemented slack, which is, you know, sort. Of ah, tool that’s a combination of texting and file sharing all in one place. I don’t know this one it all okay, so it’s of the howto explain slack messaging. So yeah, so it’s sort of like instant messaging back and forth. You can have secure channels and you can have open channels that anybody can anybody that’s invited can be a part of so the treasure and i have a secure channel and that’s where we share all of our financial conversations back and forth our budget information, our treasures reports that we’re working on together so that it’s also searchable, so that if he puts in the word budget, all of the conversations that we’ve had with the word budget and all of the budgets come up in one place so we don’t have to go through lots of emails back and forth or have, you know, set up a specific site excellent that land slack. All right, so using it for internal communications so you and the board or boards could board committees could use it? Yes, and that’s what? I’m hoping we’ve started just with the treasure and i, but i’m hoping it’ll it’ll spread. Out toe have the rest of the committee’s use it. Very interesting. Did you find that one who brought interestingly enough center and ten brought it to me the antennas using it for their five o one tech club for there. What are we called? Were father one tech club in the raleigh durham tol arika oppcoll nc tech for good. Ok. Yes. Come visit sometime. I may so they started using that for communication tool between all of the organizer’s and i thought, oh, that’s a great idea to try with board members so i got used to using it with in town and then started trying it with with the board treasury. Okay, excellent slack. Ok, i love this resource is people khun you can go online and see if it works for them. I love those kinds of ideas i think listeners really appreciate. And the bass part that we’re using is free. So okay, so there’s a page version is the papers and you haven’t found a need for it. So funny before. Yet you said there’s security there could be secure or public. Yes. Ok. Ok, right. So i see how it diverges from email. Plus that they’re all concentrated to search all the remaining on board budget. Just search my communications with nancy. Yeah, talk about budget, and i also integrated double level search. It integrates with other tools, like ed ingrates with box and drop box, so that if you have files that are stored over there, you can just share a link to those files. And when you do the search with, then it’ll pull those up as well. Yes, that’s, what you mentioned, okay, excellent that’s, a great one, all right. Anything else? Internal? Well, they’re all kind of internal from the perspective of it’s, about looking at social media is a way to do the work of the board, so one of the ideas boards need to do is recruit new board members. So what would you use that? So we decided, how can we use link thin? And the idea behind lengthen is if you got all your board members to put that they were on your board, which sometimes people don’t even put that on their profile, then it starts toe raise the profile of your organization because there’s your name out there of people wanted to search, they could see who’s on your board, you could have boardmember put a statement while i’m on this board, he wouldn’t think to use linked in. It helps with your searching when you come up, and it also just helps with if if anyone was asked to be on your board and they might search to see who who’s on the board that comes up that way, who’s on what kind of skills they bring it. You should listen to non-profit radio because we’ve had people talk about some of these chicks linked in cars to me most recently, but you just mentioned, but we’re just and none of the tell you the truth. None of these are brilliant new ideas, the packaging them just for the board to say here things boards khun do right right with social, yes, excellent, excellent. Um, go ahead. Nancy was going to say, i think, gene, you have some, um, examples of using it for orientation as well. Well, that’s, my i like the fun when it’s using slideshare, which now is part of linked in. But the idea is, i’ve seen cem orientation. You can put your orientation slide, show up on slideshare, and then the idea is to use the concept of the classroom where you would do the work ahead of time, right? Flip the classroom where they where they look at the slide show or video first, and then you come in and you have your education after they’ve already looked at. Okay, so you take your somewhat boring, perhaps orientation to being on the board, but you can watch it at eleven o’clock at night and i could watch it it’s six in the morning and then you show up saying to people, come to the board meeting and we’re going to discuss what was on there. And i shows some examples that i found of a couple of groups, one of which embedded some questions and said, we’re going to talk about these questions when you get here, the ideas you don’t pull people into a room and use their precious time to look at a slideshow that’s one dimensional even though it’s important, they can look at it on their own time. Yeah, why slideshare and not other places you don’t have to keep changing it. It sits there. You don’t have to it’s just it’s. Ah threespot to put your information don’t have to go in and change it once a week don’t have to change it twice a year. Every time you have an orientation, if you upgraded, you could put something in there, and then other people who might want to know something about your organization might come across and go. Oh, isn’t this interesting? So the questions i get sometimes about that is what we have information we don’t want to share. Well, then, don’t put it in the slide show. I mean, if it’s crucial, we’ll just deal with that at the board meeting. Exactly. All right. But the key on that is to use people’s time in a wise way and say, we’re gonna use your time when you’re together doing things you could only do together and use the time alone where you could go what’s the slide show. Okay. Excellent. Slideshare for boards. Yeah. Brilliant. All right, all right. We still have a couple more minutes left together. What? Whatever. We talk now. Okay. Well, i guess i mean, i was organizing it inside and outside. Yeah. Let’s go. So let’s, go outside. Okay. Um, you’re boardmember xaz social media ambassadors. Yeah, yep. You’re doing this, nancy. So we’re just starting, i mean, we’ve had a couple of tries and fails, so when we’ve released a publication, we’ve certainly ask board members to repeat our tweets toe tweet out in comment, etcetera, but we’re finding we have a couple of board members that really do that, but we’re finding that if we go ahead and craft tweets and craft facebook posts and send them to them and all they have to do is cut and paste and they consent it from their own that’s what? We’re going to try for our next release and we’ll see how it goes, okay, yeah, i mean, the wisdom, the conventional wisdom is that you want make it as easy as possible for people to share and at least getting started, you know, write, especially for those that are not as comfortable with it as others. All right, all right, we’ll get there, but you’re you know, you said you’d try and fail, try and fail sometimes that that’s what we should be don’t fear that don’t feel failure. That’s part of the flow of the organization is not at risk for what your trying you know, you’re just trying some simple tweeted to twitter and facebook outreach try it, it’s creating the culture who were willing to trust something what works and find the two or three tools that work well for us. Part of this is bringing on new people on the board that creative class, the new thinkers. I had a friend who just joined the board who said to me i only want to join the board whether to one fun things and creative things. I don’t want to be on an old fogey board. Well, it’s not necessary in age thing, but it’s a tool thing sometime and a culture. Yes. What do you know? What are they using their board for? How were they using them? I was how engages the board. Okay, there’s. A lot to that. So do a lot of more development. And with the number one question, i get asked us how to get our board more engaged. So that started this whole presentation. How can we do things that engage? Boardmember is it’s not just telling him what to do but gives them a chance to create stuff? So the idea would be perhaps what i have a board come up with. What? Are some of the topics we need to learn more about, which is always financial management and then instead of staff driving it, divide it up amongst the board members and say, okay, here’s, some topics, tony, you’re going to charge the september meeting, we’re gonna have a ten minute time slot. We just want to do a little bit of introduction on this topic, why don’t you go look for it on twitter or look for a video on youtube and you bring the content to us and i wouldn’t ask you if you were the lawyer or the accountant necessary because we don’t want that high level. We just want some layperson description of whatever the function is, so you could bring in a a video you found on youtube said, hey, this is one about non-profit financial management that really lays out some ideas we could look at, so people are taking some ownership for teaching themselves how to be on the board nasco you’re doing that are the are board members bringing topics either on their own or once you’ve asked him to look into well boardmember zehr always bringing us topics study for our for our policy studies way. We have not had them bring topics necessarily for board development yet. Okay. All right, so we just have a few more minutes. I mean, another minute or so really men and a half. This is really it’s very motivating mean, they’re very simple things you contest. You know, this is no, nothing outlandish, but but true productivity, i mean, the idea of the of slack love that one, you know, simple productivity tools that board’s air just not thinking about and boards can be very paper intensive. Yeah, we but we all know that yes, yes. Created a culture who are willing to try new ideas because if we try i’m in the board room with using social media. We might come with other ideas for how to do fund-raising or take some ownership in some other ways. I have one. I’m going to throw out for you. I was in a board meeting for ah client organization, and they invested in ipads for all their board members. Now you have to give it back when you leave the board, but they’re boardmember it’s. Well, don’t you start with the minutes report packages leading up to the board meeting instead of these three ring binder is being shipped out all over your state or something? Just upload you put them somewhere. They all grab them from there, they will grab them for their own into individual ipad. Read them at their leisure so you’re not you’re not. I don’t know if they found that they saved money, but they know that they have safe time in copy and reproduction and on dh. Maybe they haven’t in these shipping costs because they have board members all over new york state. So i’m thinking north carolina, you know? So yeah, it’s an upfront investment. Although the older ipads now are a lot less expensive uh s so all the board packages they’re online, right? Please download it at your leisure and obviously have read it. And then the board minutes get circulated that same way. And we need to take the stories of the non-profits doing that and kind of write it up and share. So we get more people trying things like that. Okay, i agree. Yeah, we finally moved from eight and a half by fourteen hundred and thirty eight page paper board packets to bring your own device and download. Download the you’re doing that way just now got into that. Space, but it took about four years. All right, all right. You’ve been testing audiocasting contrasting and trying exactly really write their test and try and don’t be afraid to fail. Great. Outstanding. All right, seated next to me is gene allen, trainer and consultant of gene allen consulting and also nancy rose, executive director, the north carolina center for public policy research. And this is tony martignetti non-profit radio coverage of ntc steen the non-profit technology conference. Thank you so much for being with us. Cuadra to know pia cuadra to know pia cuadra, tono pia, creative commons one o one and seth gordon coming up first. Pursuant fourth quarter starts next month, which means a big fund-raising push for you. Do you need help? Check out their year end accelerator. It combines a proven best practices with their innovative acquisition and cultivation strategies. What does all that mean? You have a strong year end push, that’s what? It means their accelerator at pursuant dot com slash year end accelerator we be spelling spelling bees for non-profit fund-raising you want to bring millennials into your organization? This is perfect because it’s not your grandma’s spelling bee. Check out the video. You’ll see live music, dancing, standup comedy, fund-raising and spelling. These are great millennial events. They run them in a bar or restaurant on behalf of your organization. If those very fun video at we b e spelling dot com now time for tony steak too. The itunes testimonials and reviews are amazing. I had to keep this video up for a second week. One of the guys on invoked the cartel. Guys remember tom and ready, marriott. See, the show is still on there. Just not doing that new new shows every week anymore. But the archive is still very active. And one of the people who wrote a testimonial said he sees elements of the car talk guys in non-profit radio, which i loved. That was very gracious because i, you know, i don’t know so much now, but in the beginning i was sort of channeling tom and ray because, you know, they have features and the show has features and e yes, i was thinking about them. So for that to come full circle on someone in the in the audience to recognize that was really felt very good. He also invite invoked mike pesca. Who’s a guy i don’t know if he’s nationwide, but i hear him on w n y c public radio here in new york city and he’s also a pretty good talent. So i was very grateful for that kind of stuff. And there are others on dh i thank you if if you’ve posted a review or testimonial at itunes, thank you very much. The video that covers some of these other some of the other ones and shows my gratitude is at tony martignetti dot com. The itunes paige for the show is at non-profit radio dot net. And that is tony’s take two here is carly leinheiser from september twenty six twenty fourteen talking about creative commons welcome to tony martignetti non-profit radio coverage of the non-profit technology conference and t c twenty fourteen we’re at the marriott wardman park hotel in washington, d c with me is carly leinheiser she’s, an associate at perlman and pearlman that’s ah, law firm in new york city. And her workshop topic is share use remix an introduction to creative commons. Carly welcome. Thank you. Pleasure to have you. Thanks, it’s. Great to be here. Thanks. Thanks. And thank you. For taking time on a pretty busy conference day. What is creative commons that i think a lot of people have heard of and not so familiar with? Sure, so creative commons is itself a non-profit they were founded in two thousand won with a mission of making the basically making content on the internet accessible, so they developed a suite of licenses, which are basic copyright licenses that allow creators, artists, authors to disturb you work under one of these licenses, and that signals to anyone who might find their work that it’s freely available for use subject to certain different restrictions. So this is quite a service really it’s a certain unorganised ation serving non-profits and making content available, right? I mean, they’re serving not only non-profits but sort of ah, the larger idea of basically the commons there, they’re making a easier to put more works into not exactly the public domain because they’re still under copyright but making more works freely available for anyone to use. So the idea is that right now, the way copyright works is any time that somebody creates a work it’s automatically subject to copyright, you don’t have to register it. You don’t have to put a notice on it if you’ve created a work it’s copyrighted and so that’s what is known as the all rights reserved model and that’s, what happens automatically? So if you are an artist and you get benefit from distributing your photos online and having other people take them and incorporate them into their works, it’s hard to do that because somebody would have to seek you out and get individual written permission from you in order to do that, otherwise they’d be infringing your copyrights. Um, but most people’s experiences it’s incredibly easy to find content online that you can just, you know, screen, grab our download and creative commons brings the law in line with that experience that it’s fine it’s easy to find content online, it’s easy to incorporate it into new works. And so by with using these licenses, it makes it easy for people to know they have permission from the artist to do that. Do we need to know a little bit the basics of intellectual property law before we go to into too much detail? Well, i think that that sort of covers it so i could say copyright well, i could talk a little bit about it. Copyright is ah, is basically a bundle of rights that anybody who creates a creative work gets in there in their work. So you have a set of exclusive rights that you’re the only one they you khun the only one who can exercise those rights with respect to your work. And um, and then you can also assigned those rights or licenses rights out to other people, so you have the right to use the work to distribute it, to make copies, to make derivative works or a new work based on the original work, so that something like a translation or collage would be a derivative work and to license that out to other people. So what you’re doing with the creative commons licenses, you have your bundle of rights, and you’re saying anybody can use my work. Anyone has access to my work on anyone can exercise those same rights as long as with all creative commons licenses, you have to give attribution or credit. So you link back to the original work and then there’s certain other restrictions that are in some of the different licenses. Okay, andi, some of those different restrictions is get a little too technical. Know that’s that’s, sort of the heart of creative commons there’s. Six basic licenses. So all of them, including attribution requirements. So say i post a photo online and i license it under a creative commons attribution license. That means anybody who came across my photograph could take it, download it, use it, put it into a new work. All they have to do is give me attribution. So that means maybe linking back to my web page just putting my name on it. And i would normally specify how i want to be attributed. So some of the other restrictions are share alike. Which means that i would license my photo under a creative commons attribution share alike license meaning anyone could take my photo, download it, use it, make a new work with it. But if they did that and distributed that new york new work, they’d have to release it under the same license on. And this is a concept called the copy left. And the idea is that i’ve created a work that someone else is used. And then now their work is also in the commons for anyone to use s o, for example, wikipedia’s content is licensed under c c it’s, cc by essays or a creative commons attribution share alike license so anyone can use the content on wikipedia and incorporated into a new work, but then they have to also license in the same way so grows the body of work. Yeah, exactly. They’re two other restrictions. One is no derivatives, meaning you can download my work, you can share it or distribute it, but you can’t change it in any way, so i’m not allowed to make a new work based on it. So you’ll see this sometimes with some sort of reports that in the case of non-profits maybe report that you’ve published on a particular policy issue and you want that shared as widely as possible, but you don’t want people sort of taking accepts reinardy um or, you know photos or maybe personal histories, things that i’d like you want shared sort of intact on dh. The last restriction is a noncommercial restriction, so that means anybody could use the work as long as what they do with it is for a non commercial purposes. Ok, thank you, little detail. But details, i think, are interesting. I think they are. You think they are. I think they are all right. 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 market of eco enterprises charles best from donors choose dot org’s aria finger do something that worked neo-sage levine from new york universities heimans center on philantech tony tweets to he finds the best content from the most knowledgeable, interesting people in and around non-profits to share on his stream. If you have valuable info, he wants to re tweet you during the show. You can join the conversation on twitter using hashtag non-profit radio twitter is an easy way to reach tony he’s at tony martignetti narasimhan t i g e n e t t i remember there’s a g before the end he hosts a podcast for the chronicle of philanthropy fund-raising fundamentals is a short monthly show devoted to getting over your fund-raising hartals just like non-profit radio, toni talks to leading thinkers, experts and cool people with great ideas. As one fan said, tony picks their brains and i don’t have to leave my office fund-raising fundamentals was recently dubbed the most helpful non-profit podcast you have ever heard. You can also join the conversation on facebook, where you can ask questions before or after the show. The guests were there, too. Get insider show alerts by email, tony tells you who’s on each week and always includes link so that you can contact guess directly. To sign up, visit the facebook page for tony martignetti dot com. I’m peter shankman, author of zombie loyalists, and you’re listening to tony martignetti non-profit radio. Big non-profit ideas for the other ninety five percent. How do we how doesn’t non-profit go about using creative commons? What do we need to do? Right? Assumes we create something. I understand we have a bundle of automatic rights, but we’re talking about now making it available under creative commons license. Sure. So if you want teo well, i guess i’ll start with how do you find works that you could better license? Okay? Because they think that’s a lot more people have experienced with searching on flicker, for example. So if you’re looking for safe photographs to put on your website or incorporate into a brochure and you want to find a photo that’s, all you have to do is give attribution to the person who made it. Ah, you can go on. Flicker flicker has a search feature and also the creative commons website itself has a search feature where you can go in and specify what you want to do with the work, whether it’s going to be for commercial or non commercial purposes. O r all you want, you want the least restrictive license and you put in your search terms and it pops up. So when i was putting together my talk, i wanted to find pictures of cute cats because that’s, what people like to look at on a saturday morning esso i search for cute cats license under creative commons license and found a whole bunch as far as really seeing your work under creative commons license if you’re distributing it online, creative comments has a license chooser on their website, so you don’t even have to really know the technical restrictions you go in and you say, i want people to give me attribution. I want to allow derivative works or not. If i allowed derivative works, i want them to be released center share, like license or not, and i’m ok or not with the commercial uses, and then creative commons tells you which license you’ve picked on degenerates thiss html code that you can in bed on your site, which then makes your work searchable by license. Okay, you become part of the search results and and it generates a little button you can put on the work, so you’ll see in a lot of like footers of websites this you know, this pages published under creative commons license in which one? Okay, now the search function sounds pretty easy finding finding going back to finding content. Pretty simple. Yeah, it’s really simple. The the only risk is you want to make sure that that thing’s air correctly tagged so but it is really pretty intuitive. And you khun search you can search flicker you khun search through google images i think that there are more and more search engines that are supporting a search by license, so it is really easy to use and in terms of releasing your own content, any restrictions on what that content is? Well, i mean, it’s basically anything that’s subject to copyright so you wouldn’t you use a creative commons license with se your trademark or something that was protected by patent law, not copyright law. It also doesn’t deal with model writes in photographs, so if you have a photograph that includes an image of a person, um, creative commons doesn’t really deal with that person’s, right of publicity or protections that they get for being in the photograph. So there was actually a litigation over this issue where a company used a photograph that included an image of a person, and the photographer had released the image under creative commons license but never secured the model rights s o the person in the image sued the company and ask them to stop using it. Okay, are there other other cases that air don’t necessarily mean litigation case? Maybe client examples? You know that air that interesting, that and somewhat, you know, instructive. Yeah, so, no, i don’t have any specific client examples. They do have some examples i found in researching for my talk. One of my favorite it’s actually is the brooklyn museum, which is i live in brooklyn, so i have a lot of pride for the brooklyn museum. They do really interesting things with their they’ve done two very interesting things. One is that a lot of their collection, they made their collection searchable by license. So much of their collection is very old and in the public domain, so you can have search their collection online and see what’s in the public domain and use those images if you want, and i actually incorporated a few of their images into my presentation and where stuffs not out of copyright but they on the right, innit? They’ve released it under creative commons license, so you can use some of the works in their collection. Another interesting thing that they did was in connection with the show they did a few years ago, go called who shot rock n roll, which was a siri’s of portrait it’s and photographs relating to rock n roll. They did a remix contest, so they had chris stein and believes his name from blondie put together a bunch of tracks that he released under a creative commons license. And then anybody could download those tracks, remix them, upload them and those tracks would again be really center creative commons license. And they picked a winner and they’re all available on their website it’s really interesting. So it was this great way to engage with their community and sort of further their mission of, like getting culture out to the public on really engaged people while completely avoiding the issue of having to get signed releases and have people wave their their rights or sign rights. Tio in their tracks that they made to the brooklyn museum, they were just available to use, which i think is a really interesting example of what you could do. So photo contests, anything like that. Video as well. Video? Yeah, absolutely. I think on a new tube, isn’t there? Ah, little pull down window, whether you want to use a have a standard creative commons license to your video yeah, i wouldn’t be surprised i’m not positive, but i think that sounds right. Ok, i think they have a three or maybe four licensing options, and one of them, i think, is standard creative commons license. Yeah, and actually, when i was uploading my slides teo the ntc, they asked whether i wanted to release my slides under creative commons license or not, so they’re they’re on top of it is excellent, you know, i don’t know what teo asked specifically, but what more do you want to share that we haven’t talked about? Let’s? See, i think i mean, one of the things that i think is most interesting for me is they think a lot of non-profits have have sort of limited experience using creative commons in looking for photos and things like that on flicker, but i think that there are a lot of great examples of non-profits releasing their contents under creative commons license, so not only so the brooklyn museum is a good one, yeah, but and wikipedia is another one. There’s another organization called teach aids that creative commons features it’s a case study on their site. They big they make sort of educational health materials that are really sandorkraut of commons license so anybody can download materials from their sight, redistribute them on. And i think for non-profits that have any kind of educational mission thie idea that you could create these materials and then just release them out into the world and they would be freely shared and no one had to worry about, like, violating your copyright if they wanted to download a report or, you know, i know your rights pamphlet or health materials, those kind of things i think are really great uses for creative commons, particularly for non-profits that have a mission based on education, where you’re not worried about so much selling individual copies of your materials, but that the more you get the word out about your organization by distributing materials, you’ll get your name out donordigital here about you, and you don’t have to worry about the transaction costs of negotiating, you know, okay, that person could buy a copy. To do this or that so i think it’s one of the more interesting things, all right, i hope listeners will pay attention to a creative commons both in terms of their own you’re your own work and searching for others as well. Sounds like it sze i’ve learned a lot more about the community than, uh, than i knew. Thank you very much, carla. Thank you, pleasure. Carly leinheiser is associate perlman and roman. You’re listening to tony martignetti non-profit radio coverage of ntc non-profit technology conference twenty fourteen. Thanks so much for being with us latto visser love. We are rocking tons of live listeners. We’re going to start abroad with a country that i don’t believe has checked in the past. Morocco robot robot, morocco i hope i pronounced that right in ah, in the in the a small chance that you are among the one third speaking french moroccan bonem sure, if you’re not, i’m sorry for that that’s. The live love still goes out. It just goes out in english. Right, mexico cua cua em alpa quantum oppcoll mexico buena star days! We’ve got multiple in korea always sold, always checking in so grateful for that. But also young django jungle korea, i think do the best i could on your haserot comes a ham nida you are south korean listeners. China always checks in we got multiple beijing, but we’ve also got guangdong china ni hao st louis reserved no, i’m sorry that’s not abroad that’s not very nice to do. Uh, sometimes they do it in person, but on purpose. But not today taipei. We got taiwan in the house also, and they are occasional listeners. And i’m always grateful for that, of course, niehaus to our taiwanese listeners here in the u s. Berkeley, california! Springfield, virginia. Coral gables, florida. New bern, north carolina joined us late. But there you are, loyal nonetheless. New bern edmonds, washington rock in chapel hill, north carolina only about five hours from where i hang out a lot in emerald isle, albuquerque, new mexico. Cool smyrna, delaware. Smyrna, maybe it’s smear now think it’s smeared a delaware live listener love to each of those live listeners. You’ve also got new york. New york thank you very much. Appreciate that were here on seventy second street and st louis, missouri, right after live. Listen, love comes apart cast pleasantries you can’t you can’t proceed with the show one without the other. Grateful to all our podcast listeners, whatever platform, whatever device and whatever activity you’re engaged in while you listen. Thank you so much pleasantries to the podcast audience and the affiliate affections to our am and fm stations throughout the country. Let your station know that you’re listening. I’d be grateful for that they’d be grateful for that affections to the many affiliate listeners throughout the country listening and all kinds of different times, most of them next week. Affections to you. Back in two thousand ten, my aa and the show’s my end, the show’s inaugural and excellent social media manager was with me at a conference and next-gen charity conference was here in new york city, the that only they really ran about three of those, but we were at the inaugural one and i had a commitment. I had a run out for something for like an hour and that’s when seth godin was available, he was speaking at the conference, he came off stage. Regina walton got him. Got the interview. Here it is. And then right after that, we got a surprise. Maria semple is with me in the studio with her husband bob and she’s going to join us for jamie for a few minutes. Right after here’s. Seth gordon and regina walton. My name’s. Regina walton. None of you have heard me before. I am tony’s social media manager andi. We’re here at nextgencharity and i have the pleasure of speaking with south code hyre regina. Hi. Um, question when you were giving your speech, you were talking teo charities about how to adjust to this new world of work. Can you give a quick summary of what you were talking about? I’m not sure i’m happy with the word adjust. Okay, as a revolution. But this is the first revolution since tv nineteen. Fifty and henry ford nineteen twenty. It’s the revolution of our lifetime. If you look at the revolution, we are buy-in and you view it as something one needs to adjust to that’s a little bit like being a horse sales and say i have to adjust to the car. No, you have to embrace it. You have to dive into it. You have to figure out how do i use this open door and this opportunity to make a dent in the universe. Right? So from that perspective than what do you recommend for people? Tio? Jump in and embrace and revolutionize. And teo, you know, innovate three steps ship, get it out the door haven’t intersect with the marketplace until there’s an intersection. Nothing happened to connect. Understand that the internet is a connection machine. That’s what? It’s for that’s what was invented for wasn’t there to help you sell shoes was there to connect one to another. So you have to keep track of how many connections you’ve got and what are they worth? And number three is fail fail. Often people in revolutions fail in nineteen twenty. There were two thousand three hundred car companies in the united states. Think about that for a minute. Wow. Right. So you don’t say i’m going to start a car company if i can be guaranteed to be general motors. No, you say. Well, give it a shot. Let’s. See what happens and that’s, you know, non-profits have so. Much at stake in the on the upside and so little its take on the downside that there is no excuse whatsoever for them not to make the choice to ship and to fail and to repeat, because if you do nothing, you’re going to get what you already got. But if you do something and it works, then you can make some lives change. Great. And so this connects to your point when you brought up charity water and and i do remember, you were saying, if you d’oh what scott does it’s not gonna work, so can you expand on that goes back to the idea? Purple cow, right? You know, marcel duchamp was a visual artist, and he was a dada ist he put a urinal into an art exhibit, and it was a sensation. The second guy who put a urinal into museum was a plumber very big difference between being the first guy in the second guy. So if we’re doing art, if we’re making conversations, if we’re telling stories that spread, we have to be the one who does it first, you have to be the one who does it in a way that impacts people, if you say, well, i’m just like that guy, but me, we’re going to go with that guy. He was first, he got our attention. Now we don’t need you. We’ve solved out whatever problem he solved, right? Okay. And just one more question at least, is that with nextgencharity, you know, there are a lot of new charities here, but with tony, he does a lot of work with plan giving. You’ve got to be around for ten years and before you can even start that process so and people are trying to keep up with, i’ll bring him up again. Charity water people are trying to keep up with these new guys. So how do you help them or what can you say to them? The older charities that are still going well, i would start by saying this that ten dollars, texted donations are dramatically overrated. You can’t count on them, you can’t build a real organization on them, they’re flashy but that’s not the future permission is the future, the privilege of anticipated personal and relevant messages to people who want to get them. The american cancer society has permission the legacy charities have permission and they’re blowing it. They blow up the way politicians blow it to get your e mail address they have for you for money until they burn it out and then you’re gone. The answer instead is to say, these people care enough to listen to me. How can i say something to them that they want to hear? How can i create platforms and scenarios and stories that make them look forward to hearing from me? How do i take this permission and nurture it and grow it over? Time has supposed to slam bam! I got to make this quarter’s numbers of the board’s gonna get mad at me. Mindset. That shift is a fundamental shift from the tv spams economy to the connection permission economy that we live in now. Okay? And just one more thing in terms of revolution. What? I talk about this in terms of what i do, which i won’t talk about a lot. I also talk about how in some ways it’s going back, you know, it’s. Like when your grandfather was talking, teo, you know, whoever and they’re just talking over the fence. It’s just it’s nowhere fancier and flashier. Would you agree? Your dad? Actually, they call it a global village. And when they think about it, what they mean is, tribes are one hundred fifty, two hundred fifty people who care about each other. Well, now it doesn’t have to be geography. It can be one hundred fifty people in united states who all grew up in that village. And all grew up in that slum who are now coming together to fix that thing. It can be the three hundred scientists who care the most about the truth about global warming and want to connect over that. So it’s. Yes, it’s, that conversation over the back fence. But it might be digital. So stop worrying about slamming strangers and start worrying about creating friends. Okay, great. So thank you so much for your boss. Really work six years ago and still excellent. Excellent advice. Regina walton. What a beautiful radio voice she has. Real simple. Welcome to studio. Hey, great to be here today. So you got your boat parked on seventy nine street, right? Yeah. Yeah. That’s. Right. Okay. Excellent. You and your husband bob here? Yeah. The two of you look very similar. We were told that a lot. Yeah, you’re not brother and sister are you know. No, no, no, no, no, no. Absolutely. Ok. Ok, sure. Although he’s been told he looks like a kennedy a lot. Yeah, but maybe his dad especially. Yeah. Yeah, that looks like joe bob. Your head. Ten. Really maria. Simple. Of course. The prospect. Find her. She’s. She’s. Ah, at maria, simple and she’s. Also the prospect finder. Dot com outstanding outsource prospect research. Right for businesses to not only for non-profits, of course. Right. I help robbery. Help small businesses with prospecting. Excellent. Okay, so you drop by tonight, which is very cool. You’re done. You got the boat parked in seven nine street for how many nights? Just through tonight. And then we’ll leave tomorrow morning, so i figured i was in the city. I’d pop by and say hi to both. You here? I really appreciate that. That’s, the both of us being me and sam. Sam and i i appreciate that. Thank you, bob. Nice to meet you. Cool. All right. Welcome. Very simple. What? Good to be here and have a great weekend. Oh, thank you. Thanks so much. Cool. All right. We’re gonna wrap it up, sam, what you think next week, beth cantor and her co author, eliza sherman, with their new book, the happy, healthy non-profit. If you missed any part of today’s show, i beseech you, find it on tony martignetti dot com. We’re sponsored by pursuant. They have a year end accelerator pursuant dot com slash year and accelerator, aptly named and by we be spelling supercool spelling bee fundraisers. We b e spelling dot com ah, creative producers. Claire miree off sam liebowitz, he’s here is a line producer. Gavin dollars are am and fm outreach director shows social media is by susan chavez. On our music is by scott stein. Thank you, scotty, with me next week for non-profit radio. Big non-profit ideas for the other ninety five percent. Go out and be great. 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 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 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, 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’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 September 2, 2016: Who Needs Campaign Counsel?

Big Nonprofit Ideas for the Other 95%

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Peter Panepento: Who Needs Campaign Counsel?

Peter Panepento is back with a new report, “The Do-It-Yourself Fundraising Handbook.” Self-funding campaigns are rampant and Peter walks you through how to do yours smartly. He’s a consultant and author of the report.

 

 


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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 be forced to endure the pain of retro fire inge itis if i had to speak the words you missed today’s show who needs campaign counsel? Peter panepento is back with a new report, the do-it-yourself fund-raising handbook self-funding campaigns are rampant, and peter walks you through how to do yours smartly he’s, a consultant and author of that report, and he’s with me for the hour on tony’s take two non-profit radio testimonials responsive by pursuant full service fund-raising data driven and technology enabled, you’ll raise more money pursuant dot com, and by we be spelling super cool spelling bee fundraisers. We be spelling dot com three glad to welcome back peter panepento from like a short hiatus from the show’s on early last month, he’s, a freelance writer and principle of panepento strategies, a communications consultancy working with non-profits foundations and companies that serve the sector. He’s, a former assistant managing editor at the chronicle of philanthropy, he’s at panepento dot com and at p panepento peter, welcome back. Great to be here, tony way, haven’t gone, too. I know that. What what brings you back so quickly? This is this is unusual. Generalise does not happen. What what the hell brings you back so fast? Well, i think it is the release of this new report on, um, do-it-yourself fund-raising that i worked with the chronicle of philanthropy to produce within the last couple of weeks, there went live, and i think due to the coincidences of timing, we have another interesting report to talk about pretty quickly. Okay, excellent. I agree, that is that’s. The reason. Let’s see? Alright, so do-it-yourself fund-raising what are we talking about? Let’s? Make sure everybody knows what this thing’s category is all about. Yes, and it’s ah, pretty rapidly emerging form of fund-raising although it’s not brand new. So if you think back over time, you may have seen campaigns where people decide they’re going teo one across the country, or try to break a guinness book of world records, you know, world records record or shave their head for a cancer charity. These are typically do-it-yourself campaign, these air compan campaigns where a supporter of an organization takes it upon themselves to to take on a challenge or do something on behalf of their favorite charity, and then solicit their friends and family for donation. Um, you know, if you think back about terry fox running across canada back in the nineteen seventies and eighties, um, if you even think more recently about the ice bucket challenge where a group of people, you know, decided that it would be a great way to raise money for a lot less research to double ice water over their heads. Um, these air campaigns where the charity isn’t doing the heavy lifting their supporters are, and they’re raising money on their behalf. Cool. All right, um, don’t we just call this peer-to-peer fund-raising well, it’s a it’s, a subset of peer-to-peer fund-raising peer-to-peer fund-raising also includes a lot of really charity managed events, so you know peer-to-peer fund-raising includes walkathon, ds and runs and bike rides and things that are scheduled events that the charity organizes, and then people go out and raise money for charity. Oh, god do-it-yourself is really self organized events where the charity doesn’t schedule an event per se or really go to great lengths to organize it. It these are things that are really done by the fundraisers themselves, the people who hatched a really interesting idea or or want to take on a challenge of their own, to raise money and with online platforms. Now charities are kind of starting to steer people a little bit and helping them and giving them the tools to do these campaigns on their own in a bit more of a formalised way than they’ve been done in the past, right? Cool. Okay, so i see it’s a it’s, a subset of peer-to-peer but you said the charity’s not organizing. Their encouraging you to organize on your own and there’s enormous creativity, and we’re gonna have a chance to talk about some of that on on dh support from the charity, i guess charities air recognizing that if they create this support infrastructure and we’ll have a good chance to talk about all that, too, then you know, they just keep that up and their supporters can can go off and do vast numbers of campaigns all on their own that’s right? And yeah, and that’s really what’s exciting about this and why a lot of non-profits are really moving into the space and trying to be more aggressive with with helping their their supporters do this for them because it can really become a almost a turnkey way. Teo, get teo, get fund-raising revenue. Now there are a number of things that you have to do to enable it, and there are pasta oppcoll into it’s doing well, right? We’ll talk about later, but what’s exciting and promising for a lot of organizations as it takes the onus off of them to have to organize some huge event with tons of volunteers and lots of dates staff to make. Happen, and it gives the tools to the people who are out there raising the money for them to do a lot of that for them. Excellent. Cool. All right, all right. Um, so i know you have lots of examples of great support let’s go in. And the first thing that the report recommends is that there be a ah, a strong platform, and we’re just have, like, two minutes or so before our first break, just so you know, okay, well, i’ll quickly talk about a strong platform, and then we can come back to it after a break up. You know, for sure what a lot of charities are doing. And really charity water is one of the groups that hyre knew this is they have created sections of their website where they offer fundraisers, although our, you know, supporters all the tools they need to raise money into do-it-yourself campaign and charity water has done it, giving people the tools to give up their birthdays or their weddings or create their own challenges on their website. And then it really walks them through the process of setting up the campaign, soliciting their friends um and doing everything along the way that you need to do to actually successfully execute one of these campaigns as an individual. So a lot of organizations are now investing in creating these platforms almost in the same model that charity water has done. Groups like the world wildlife fund has created a a platform called panda nation, where people can engage in do-it-yourself campaigns and a lot of other organizations that, you know, largely national charities with some local ones, too, are starting to try to create these types of platforms that really give people everything they need. Teo, do these campaigns and gives them some guard rails and rules of the road. I would help them do them. Well, yeah. Panda nation. I love that the world wildlife that’s called panda nation. Um, i think we might be talking about st baldrick’s to you. You admire a lot of the work that they do around this. Yeah, they are a little bit different in that. They they organized people around us pacific activity, which is having people volunteered to shave their heads to raise money. Right? Ok, so they’re they’re narrowing the focus of what they want volunteers to do. Exactly what they’ve been able to raise tens of millions of dollars doing it, and they have really built up a lot of a lot of support and a lot of supporters for their they’re caused by focusing all of their fund-raising really on this activity and providing a lot of the same tools that the other sites are providing to do that. So they are a great example of of a group to emulate if you’re looking at getting into this, uh, space, they’re a bit dinner structured in terms of what the options are and how they encourage people to do it, but ah, lot of the same tactics and ideas, um, that applied to other platforms are ones that they’ve really mastered it perfected over the years. Let’s go out for a first break and you and i’ll keep talking see if we have anything more to say about the platforms, and then we got conversation about cem examples of challenges and marketing and stewardship stay with us, 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. Oppcoll welcome back to big non-profit ideas for the other ninety five percent. I feel like doing live listener love et cetera right now because i’m just about being back in the studio. It’s been three weeks. I’m pretty sure that was recorded so let’s let’s go abroad first with the live listen love going abroad. Brooklyn, new york now that’s. Not very nice. I’m sorry i take that back. Brooklyn, you’re part of the five boroughs. Let’s really go abroad! Mexico city, mexico welcome live listen her love to you brenholz tartus! Hi beh china and we have multiple china actually knee how? Seoul, south korea always checking in just like china on your haserot comes home, nita, we have a couple in brazil. We conceicao paulo, we can’t see the other city in brazil, but we know you’re there live listener love teo multiple listeners in brazil wade get everybody up! Vietnam dung, vietnam live ilsen love to you is, well, let’s. Come back into the u s new bern, north carolina st louis, missouri we hawk in new jersey, brooklyn, new york. You deserve a second shot out since i was unkind to brooklyn. Bridgeport, connecticut all live listener love to each of each of those and there’s more coming when we do the live. Listen, love course, we got to the podcast pleasantries, because how could we not? How could i who’s the week there’s, no, corporate, we its eye? I’m the host here. I need to be grateful, and i am, in fact, for the over ten thousand listeners each week listening on the podcast, most ofyou on itunes, then stitcher and then lots of other smaller platforms. Player dot fm and podcast, dot net or something, and there’s, one in germany, etcetera, over ten thousand podcast listeners pleasantries to you, the affiliate affections, always going out to our am and fm listeners throughout the country. Let your station no, would you? If you’re if you’re listening on am fm, if you’re one of our affiliate listeners, let your station know that you appreciate non-profit radio, they will appreciate that feedback, and i will, too affections to our affiliate am and fm listeners. Thank you for that indulgence. Peter panepento gotta be gotta be good to the audience, so thank you. You absolutely do. And you’re not doing this without an audience. Thie audiences, really? Why we’re here talking right now. So if you have to make sure that we’re engaging them and and listening back to them to sew for it, i do. I do indeed. So thank you very much. Let’s. Talk about some of the examples. You have some cool examples you mentioned already. Mike fox? No. You to mention mike fox of the the mike. I’m conflating two things. Yeah, there. I got a guy. I got a job with cary out there. Yeah, this couple foxes, right? But somebody got the jump. So i talked about terry fox, who was a cancer patient in canada. A way back. I think in nineteen eighty who excuse me, made worldwide headlines for his quest to run across canada and raise money for cancer research and he actually died on his mission on dhe never completed the quest, but he’s been a national hero in canada and had really became a model for, you know, the individual who was willing to take on big challenges for big personal challenges to raise money for a cause that matters. And a lot of others have followed in his footsteps over the years, and one of them was a guy named sam fox who, ah, interestingly, raises money for the michael j fox foundation. So i guess we do have a lot of fox’s, trail blazers and do-it-yourself fund-raising but he got he got that job. Damn fox, who was somebody actually interviewed several years ago when i was working at the chronicle on staff, he ran the pacific coast trail, i believe, to raise to raise money for for the michael j fox foundation support of his mother, who was i was dealing with parkinson’s disease and went through some pretty substantial challenges and raised hundreds of thousands of dollars for the charity as a result of that, um and on top on top of his efforts, they actually ended up bringing him on staff to lead uh, uh, basically one of the first do-it-yourself charity sponsor campaigns where he was going out and helping people create their own challenges for the michael j fox foundation. Those are a couple of pretty prominent examples of people who take on extreme challenges to do this, but, um, there’s also a number of people who are doing pretty ordinary thanks to we mentioned head shaving earlier on dh we mentioned how charity water has really pioneered or kind of owned the space on people, touching their birthdays to raise money for the charity. You know, people, they’re doing all kinds of things there, you know, there organizing your own pancake breakfasts. They are wuebben, you know, taking on, you know, all kinds of challenges to try to break in a book of world records records, whether it’s around tennis, volleying or bringing groups of people together to sing together and different things like that. So there’s a there’s, a lot of different modes that these campaigns models of these campaigns follow and that’s part of what makes it interesting and fun to see how people are doing this. There’s also the fear ones. There’s, bungee jumping. The report mentions singing karaoke e although i have to find it hard to believe that that’s a real fear. But i guess because somebody is afraid of karaoke e but i that to me is something i’m really but i guess that would probably be something that would not e yeah, well, if you have, if you have stage fright, i guess that could be a legitimate fear. But anyway, people were you it would be facing us here, but actually, you know, maybe a chance for society. They created a campaign last year called the fearless champ challenge, which was essentially that people could buy-in basically acknowledged what their biggest fear is, and they could collect pledges up to it. You know, a certain dollar level on def. People hit the pole for the pledge than the person would then go and face their fear. Right? So you know, tony let’s say you, you know, let’s, you know, let’s say i am i my biggest fear is actually singing karaoke with you. I know you totally upstage. May i would, you know, tell my friends that you know, if if i collect five thousand dollars on pledges. My friend tony has agreed to have me sing with him. Uh, you know, and then, you know, once that pleasure was hit, you know, you and i would then go and do that, and we would report back with a video of, well, everybody so that they could then laugh at how fat i was doing it. So and they had quite a bit of success with that. They had people do everything from, you know, agreed a bungee jump, tohave spiders crawl over them to eat something that they are, you know, that you know, some food that they’re either afraid of. R oh, are, you know, just, you know, disgusted by all kinds of different things. And again, that leaves the door open for a lot of imagination and a lot of different ways that people can can you can do something personal and fund to raise money. Long term listeners. The show will remember that years ago, back when i used to chase likes on facebook, i had something under three hundred and a couple of high school friends challenged me that if they could get to three hundred get me two, three hundred likes the facebook page. The non-profit radio facebook page, not mine. If they would get me to three hundred, then what would i do? And i agreed to do a blue pedicure. Get a blue pedicure on the way. We called it the blue pedicure challenge. And indeed, they got me to the three hundred, and i went to a salon across the street here on seventy second street in new york city. And i got it. I got the boot pedicure, and i chronicled that you could goto the my youtube channel and you’ll see there’s. There are i think there are three videos. There’s, one of me making the appointment and choosing my color had avery. You know, i was kind of a royal blue. I think i chose on dh, then there’s one or two. But i think i did it into segments. The actual pedicure and there’s, the waxing, et cetera. The application, of course. The drying, the massaging. Um, what else? Ah, over the parapet treatment. Oh, the hot, powerful treatment that was that’s. A classic. So anything that was that was a highlight of the i have not gotten. A pedicure since then, but blue pedicure challenges out there and so, you know, i wouldn’t exactly say i was a pioneer in do-it-yourself fund-raising but it was a way of having fun is exactly what you’re talking about. Exactly, and you know it. You, khun, you know, you could be really creative with ease and do really personal things. And, you know, if you have, you know, if you have a following on social media or on youtube, that could be another great way for for youto capitalize on that and do some good for your favorite charity. So i don’t think i was familiar with the blue pedicure challenge. That’s. Pretty interesting. Yeah, you know that david has a keel who writes who runs a peer-to-peer form and is doing a lot of work in this issue. He came up with a for a charity a few years ago, came up with a hot pepper challenge, and i believe he collected pet pledges and had others collect pledges for the number of hot cuppers they could even one sitting so there’s. Lots of different ways you can do this. My dad will be into the hot pepper challenge. Habanero is like tuna fish for him. I don’t know. It’s it’s, a judy food for him. Hadi’s! Nero’s. Okay, let’s, go right. So we know that we have to have support now, here’s, where we start to get into the infrastructure. And there is, as you mentioned, there’s a cost involved with this there’s overhead. There has to be a platform for you to send people to when they decide that they would like to fund-raising for you in this way. What is this? What is this? This is the platform for the volunteers. We’re going to run their own campaign. What is this platform need thio provide them with? Well, it needs to provide him with a few things. And i know a lot of the software vendors who served the space are very good at helping build these platforms to and actually have models for them. So if you’re working with one of those companies already there, there may actually be ah, ah, kid or some kind of starter thatyou could use through that vendor to actually help you get that started. And i won’t name names on vendors here. We’re agnostic, right? No, no, no, wait. Hold on, hold on. Wait, give shoutouts. Teo ifit’s a resource related to what we’re talking about, right this. Right? Right. So if you know what give you if you work with the black blotter, a donor driver or any one of those software companies, chances are they’re there now offering some kind of a package for this, and we’ll work with you on creating it. But what it essentially needs tto have in addition to a mechanism for actually collecting donations, typically are, you know, an explanation of how to do that. You know how to do it. Some examples in ways for people to easily set up a campaign. Um, it needs teo equip them with ways tio the message and use social media and e mail actually reach out to their friends and tell them about the campaign that they’re doing. Um and it usually gives them a mechanism for for, you know, reporting back to them and thanking them and actually collecting the donation. So it, you know, all of these, um, platforms of they’ll tend to look a little bit different, and they give people some different options, but essentially you need to give people a currency experience that allows them to do every part of their campaign through your platform and give them the tools to do it very easily. The easier you can make it for people, too, not only make the ask, but, you know, post photos and makes, you know, share on social media and and be very clear about how how they could be most effective in doing that better success, you’re going tohave with those with those with those platforms naturally. Right. You gotta make it easy for your for your volunteers. Absolutely. Okay, once we have this. All right. So that’s there some investment there you’re goingto create this yourself which felt like not necessary, but or pay for for a module that’s a turnkey teo, be integrated into your sight one way or another. Whether it’s, a vendor, you’re working for somebody you bring on for this. Oh, are you purchased for this? For this purpose? Exactly. All right. And then we need to be able to we need to drive our volunteers to this. Paige. This platform platform what’s your advice around that? Yeah. This is probably as crucial is having the platform itself is actually making people aware that it’s there and getting them to engage with it and you know, we you know, as we’ve been studying this and i’ve i’ve done this both with the chronicle and with david hesse kills peer-to-peer forum on dh talking organizations that air trying this there are some that have essentially created the platform and then not done much marketing behind it and have been, you know, somewhat surprised that nobody came and really used it and raise much money for them. Um, so you really need to do some marketing behind it. You need to think about what audiences or or groups are most likely to want to raise money on your behalf and then and then build a marketing campaign that actually makes them aware that it’s there and comes up with some front ways to engage them in that, um, the canadian cancer society, which has had a lot of success and this is also invested quite a bit of money in search engine optimization, so that when people type in cancer and fund-raising their sight comes up, so part of it is being being smart about what people might be searching for if there are interested in your cause and want to do something about it, you know, making sure that you’ve done the search engine optimization and the google ads and other things that allow your platform to show up when people are actually motivated to do something they mean, you know, they specifically for health charities, they may be very interested in trying to do something for a disease that’s affected a level another themselves or or a friend who may have passed away due to a certain type of cancer making sure that you have your site top of mind and top of google, i guess, for situations like that is it is another important thing to be thinking about investing in, um and then making sure that it has a prominent place within your own web universe, that you’re promoting it on your home page in your email newsletters, in any of the other things that you’re doing to make people aware that it’s there and that you’re you’re actually spotlighting examples of others who are doing it for you, too. On google adwords, we just had a show within the past couple of weeks exactly on that topic. And the segment is called google adwords, a reminder that google offers ten thousand dollars per month. Complimentary add word. Add word. Edward edwards for non-profits. So if if you want, if you’re not taking advantage of that, listen to that show on glad words and well, it will get you started. So, i mean, essentially is no different than driving people anywhere else, and you have a facebook page, you have to drive them to that. You have a website, you want to drive people there, you know, it zoho about the marketing and promotions. I’m surprised that there are organizations that have surprised if they set up a platform that nobody comes to it. You have to. Well, i mean, marketing and promotions is one of those things that for non-profits eyes sometimes a difficult thing to get budget for. So you, you know, and that’s one of the big challenges facing the sector, i think, is that it’s an overhead costs, and it becomes something that a lot of organizations are a little, you know, either budget conscious or don’t necessarily think of it, it is up front as they need teo, but it’s something that’s really crucial in a, you know, in a in a environment like this, especially when it’s not built around a specific events or one thing that the organization is doing this is something that has to be almost on billing marketing because unlike a walkathon or, ah, a single event that you can put a lot of weight behind it for a few months and then take the rest of the year off. Something you you almost have to budget for and and work on your round. Okay. Agreed on dh. Yeah, well, and certainly you invest this money. You want this to be a platform that’s going to be used? I don’t know. What’s what’s. A big number for your organization hundreds of times, thousands of times or tens of thousands of times. Yeah. You got to keep driving people to it. Um, all right, we get teo teo, talk a little about cem, our sponsors, and, uh, and tony, take two. So, peter, hang on and you and i’ll will keep talking shortly. Okay, terrific. So there’s more of who needs campaign counsel coming up first, pursuing you need to raise a lot of money at year end. And i know that your urine push is in planning now or it’s going to be very soon, maybe right after right after labor day is pretty typical for your and planning. Take a look at year end accelerator by pursuant. They’re combining proven best practices with innovation in acquisition and cultivation strategies. All to improve your year end. So you have you have a real strong year and push. Check that out. It’s pursuant dot com slash year end accelerator we’ll be spelling spelling bees for non-profit fund-raising these are not your mother’s spelling bee. This is not your seventh grade spelling bee. They have live music, concerts, dancing, stand up comedy fund-raising and they managed to get spelling into so these these nights are a ton of fun. There is a ah really cool video that shows all these things. I just i just rattled off. You’ll see the video at wi be spelling dot com and b is b e we be spelling dot com now time for tony’s take two this week i am boasting and i’m bragging this’s my gushing gaskin aid because you have got to hear the testimonials that listeners have posted in itunes reviews. Really very thoughtful. I love them so i’m grateful there’s over sixty of them. And i highlight a few of them in the video, which is at tony martignetti dot com. I hope i chose yours. If you want to check out whether i chose yours, check out the video. The testimonial video at tony martignetti dot com that is tony’s take two. Peter panepento thanks for hanging in there again, your urination, your gracious guy see, i usually don’t have people on for the full hour and even rarer full hour by phone, but you’re you’re you’re reasonably articulate and ah, and engaging so s so i i thought, you know, that’s actually, my tagline let you hang on, okay, should that that kind of lackluster expectations and all your clients would be excited because you’re under produce your under promising and weigh over performing, i’m sure. Okay, let’s, um all right, i just i guess i just want to stress something on this on this platform and the marketing that your you do that you’re doing to drive people to the to this platform. It really needs to encourage creativity around. I mean, that’s absurd and all the things you’ve been saying that all these vast examples, but of challenges that people have taken out, but you really want to encourage people to think outside the the box of what everybody else has done the run, the whatever, yes, and so part of it is is giving them some. Some examples of things that they can do, whether they’re made up examples of things that you would love to see somebody try on your behalf or whether these are things that somebody may have done free organization already and telling the story about that and making sure that that you’re giving them some some guidance on on some of the types of things that they can do on your behalf is really important here. So, um, some, uh, organizations like the world wildlife fund on their panda pages, they actually they have categories of events that on and challenges that people can take on, um, to help guide, you know, things that they think their supporters are going to be interested in doing, but also giving them ah, platform to jump off and create their own ideas. Yes. Okay, um, or that you’re able to do that, and and then, you know, and the back and event really market the fact and tell the stories of the people who are doing campaigns for you so you could spot light them. Um, i think that’s really helpful charity water has done again a great job of this two whenever they’ve had somebody do a a creative campaign for them and they’ve had some creative ones, they had somebody swim naked from san francisco to alcatraz after they after they reached a certain fund-raising level, and then they also had somebody who who hated the band nickelback. All right, right? This kind listens. Yes decided to basically listen to them nonstop for one hundred sixty eight hour straight at people if people donated enough to him and when we hold, people did. And he had a subject himself to that auditory experience. How many hours? How many bones? But they’ve they’ve done a great job of then in turn, you know, telling those stories, you know, creating block post featuring on their home page, creating videos about these things so that they can then show those back to their supporters as examples but also as ways to get attention for the organization. So, yeah, cool. How many days is one hundred sixty eight hours? I don’t know what that is that a week? Maybe that’s seven? I don’t know. I was told there’d be no math on this interview. Tony, you put me on the spot. You weren’t you weren’t told. That by me that’s. Okay, that’s a long time hundred sixty eight hours. I wouldn’t even i wouldn’t have thought that the band nickelback had one hundred sixty eight hours. Maybe he had to replay, you know, your place. And i hope i hope he was sleeping in there at some point. Yeah, i was warning about that on dpi breaks also. Okay, let’s, move on. So now, after your your volunteers have done their campaigns, or rather in the midst of them sorry, i should say what, while they’re in the midst of that, they need support, they they need to be told how to promote their own campaign inside your platform and latto asked and howto follow-up etcetera. Yeah, and this is another really key. Part of it is, once you get them there and get them to agree to do something, you have to walk them through the process, and this is crucial with any peer-to-peer campaign. You know, a lot of organizations have gotten very, very sophisticated at making sure that they’re providing very clear instruction and motivations to their fundraisers around events that they’re doing and sending them e mails, you know, being available latto feel their phone calls and questions and and providing incentives to them for reaching different fund-raising global’s along the way with these campaigns, you have to do the same thing. You really have to, uh, make sure that you have systems in place to be communicating pretty regularly with the people who agree, tio take on one of these challenges and and giving them tips and advice and and maybe even many challenges along the way i do to help them be successful with these. So a lot of a lot of the more successful campaigns, they’re ones that you no have, ah series of e mails that they send out at various times to participants, you know, telling them how to how did for what’s that they’re friends, uh, you know, reminding them when they haven’t sent out ah, message or collected, ah, new donation in awhile and giving them prompts and different things along the way to help them help them be successful with the sun. Fund-raising and, uh, some organizations actually have staff people who will, you know, reach out personally by phone or e mail and make sure that their questions are being answered and that they’re getting the support they need along the way to do well, yeah, that’s where this is would be a challenge, i think for some smaller shops. You you need to be able teo provide that. I mean, well, are there organizations that are doing it all on lee automated? And they don’t have personal support like that, like, you know, a line you can call or someone you can chat with live. Is that maybe maybe that’s less common than i’m realizing? How common is that personal support? Well, i think, you know, for a lot of the larger campaigns are a lot of it is automated, and but but they do have some people who are minding the store and watching and making sure that when people are, you know, bumping their heads and facing challenges are now being very active, that they are following up with them and being being in touch with them. So but, you know, in talking to a lot of these groups, this is an area that is a challenge for them is figuring out what is the right level of support to offer. How can they do this in a way where? They’re not, you know, creating a whole new fund-raising arm in their organization, but are still providing that level of support and and service that’s needed to do this well, andan other thing we’re hearing and because this is a pretty new form of fund-raising there are actual questions, a lot of organizations about, you know, who in the organization and, you know, should be leading these efforts and where it should live, is it something that lives wholly in the development department? Doesn’t live in your marketing shop doesn’t live in some cases in your technology section because they’re the ones who are our leading the platform. I’ve spoken to people and organizations who where all kinds of different hats who are engaged in leading these campaigns and i think, um, i think it’s going to take a little bit of time to figure out what the best practices are in term and most effective practices are making sure that if you are going to lead do-it-yourself campaign that that you have fought through, you know how to, uh, how, how to structure and howto have the right people in the organization leading it, your research didn’t lead youto find that there’s there’s one ah, form of organization or location where this lives that’s that’s more popular than others. It’s really is pretty much a scattershot still it’s been a bit scattershot, but i think the groups that are most most advanced on it are ones that already have peer-to-peer fund-raising it’s part of their part of their tool kit. Um, i think the groups that, you know have people that are there organizing walks and rides and various other peer-to-peer programs are seeing the opportunities here first because they’re engaged with this kind of fund-raising already and they’re they’re talking to each other. So a lot of groups are doing this out of their, you know, their peer-to-peer arm of their organizations already, uh, but, you know, world wildlife fund, you know, this has been a major technological investment for them, so they have technology people who are really kind of the key voices within the organization, on that and for charity water. This was, uh, pretty much an essential and central part of the organization when i founded ten years ago with these types of campaigns. So i think, it’s, much more marketing driven through that organization. So there’s different different avenues to get there, but for groups that are starting in now and under are researching it now, these are questions that they’re starting to ask. Okay, um, interesting. Ah, pronunciation. Now you say charity water, i say charity water, i’m putting the emphasis on water. So now i suddenly i don’t like to quibble on non-profit radio, although i am, but i but i don’t know, i i think it should be charity water because there’s no doesn’t scott harrison want the emphasis on the water and not on the charity part? I’m pretty sure he does. You’re absolutely right. Charity water charted water, charity, water, charity, charity, border, charity, charity water i’m sure, but i’m pretty sure it should be charity water. Okay, well, we have actually we’ve got some live. Listen, love we got new york, new york a wonderful buy from charity. Water is listening, but also joining us a new afresh. Oakland, california. Boston, massachusetts and tehran, iran wow, live listen love to each of those and we got more if i didn’t say your country yet, then ah, you’re you’re coming so live listen love going out to even more countries in a few moments, but okay, i’m like aggression on princessa zoho yeah, where do you excuse charity water, though? It’s it’s, charity durney water. Well, i just i think i just gave you the definitive att leased for purposes of this show, but this is the center of the universe. So as far as i’m concerned, that’s the way it ought to be for, for all, for all being in all time. But at least when you’re on my show, you know, yeah, i charity water, but i’ve never heard scott harrison, so i don’t know he’s the ceo of charity water for those i don’t mean to name drop not like he’s a friend, i just know of him charity water. Okay, yes. So you’re essentially all right. So i understand that there’s there’s there’s timing challenges around what level of support and when people need support, but essentially the principle is you need to be a cheerleader for your volunteer fund-raising resort out there, absolutely. And you need to be talking to them regularly and giving them instruction and as you said, being a cheerleader, encouraging them but also giving them, uh, advice and help along. The way i helped them do this successfully, and, you know, while there isn’t a straight formula for a lot of these, uh, campaigns yet, in terms of you have tto send seven e mails over the course of two months, uh, you know, to make these work most effectively. What’s, very clear is that you have to have something that is that is regular and consistent and as clear as possible. And then you have to be paying attention to the results of those different communications and seeing what’s working and learning from that so that you can put your, uh, put the right emphasis on the right things moving forward. Cool. Okay, let’s, go out for our last break. And when we come back to peter and i’ll keep talking. Ah, about this, of course, and we got a bit of a double edged sword. There’s opportunities here, but there’s also challenges. Stay with us. Like what you’re hearing a non-profit radio tony’s got more on youtube, you’ll find clips from stand up comedy tv spots and exclusive interviews catch guests like seth gordon. Craig newmark, the founder of craigslist marquis of eco enterprises, charles best from donors choose dot org’s aria finger, do something that worked neo-sage levine from new york universities heimans center on philantech tony tweets to he finds the best content from the most knowledgeable, interesting people in and around non-profits to share on his stream. If you have valuable info, he wants to re tweet you during the show. You can join the conversation on twitter using hashtag non-profit radio twitter is an easy way to reach tony he’s at tony martignetti narasimhan t i g e n e t t i remember there’s a g before the end he hosts a podcast for the chronicle of philanthropy fund-raising fundamentals is a short monthly show devoted to getting over your fund-raising hartals just like non-profit radio, toni talks to leading thinkers, experts and cool people with great ideas. As one fan said, tony picks their brains and i don’t have to leave my office fund-raising fundamentals was recently dubbed the most helpful non-profit podcast you have ever heard. You can also join the conversation on facebook, where you can ask questions before or after the show. The guests were there, too. Get insider show alerts by email, tony tells you who’s on each week and always includes link so that you can contact guests directly. To sign up, visit the facebook page for tony martignetti dot com. Lively conversation talk. Trans sounded life that’s, tony martignetti non-profit radio. And i am his niece, carmela. And i am his nephew, gino. Love that drop. But i got i got i gotta tear listening to them. Well, i was just with them last week in down the beach more live listener love. Here it is i promised it since since last tehran iran checking in live love going out to tehran, chunking china and also guangdong, china now taipei, taiwan i don’t know if type has been with us much, but certainly ni hao going out to taiwan as well. And also newberg, newberg, germany cool gooden dog for germany gotta love the live love i do i do all right, peter, we have just like, five minutes left or so roughly, i’d say. Is that about right, sam? Get a little more than that, like, ten minutes. So let’s, talk a little about how this is a bit of ah, double edged sword. You alluded to some of the challenges, but let’s start with an upside. On the other hand, you’re getting lots of new donors, which creates a challenge, right? You you’re getting new donors on dure also finding ways to engage some of the current donors you have who may be, you know, looking for something new and a new way to support your organization? Yes, but yeah, but the challenge that becomes whenever you get new donors is is how do you how do you bring them into your organization and make sure that they don’t become a one and done donor on dh that’s? I think a big a particular challenge for these kinds of campaigns because they’re not, quote unquote traditional in the same way where somebody who gives to you through a through, you know, a mail campaign or even through a personal solicitation, these air folks who are doing something that’s kind of unique and different and may only do it once for you because it is so unique and different, i think it’s probably in a lot of cases, a lot easier to take on a physical challenge once and ask people for money than it is to do it a second time. There’s a novelty to a lot of these things, so for a lot of organizations they are, they’re happy to get the money and build the connection with thes supporters, but they’re struggling a bit on how to how to do that stewardship and kind of move them up the engagement ladder so that they do more things with him down the line. Um, and this has been particularly true for the a l s association after the ice bucket challenge or something. They didn’t even plan for an organized to create a platform for this, but they suddenly had a lot of donors who were who were taking part in a massive do-it-yourself campaign who are now part of their donors database, and they’ve been really, you know, thinking about and struggling over the last couple of years the right way and the most effective way to keep them engaged in the organization and to get them to come back and get more down the line. That was let’s talk about the number, then there’s two and a half million to something new donors to the organization, right? Yeah, i think it. And on top of that, a lot of them had no connections the cause before they embark in this campaign for a lot of them, they don’t have a personal connection to a less, but they were made aware of it, and they were compelled enough not only you know, um uh, take the challenge, but also to write a check and give to the organization so they they have this massive opportunity, but they but they can’t communicate with these donors in the same way that they do those who are have been part of their network for a long time. Um, and they can’t necessarily count on ah, high number of them that turn around and get to them again. Yeah, i know that that was one of the things that barbara, uh, sure, i can remember her last name remember the name of the ceo of charity water, peter barbara. She was a guest in any case, it’s not so much a lot. The last slaughter, who is their top development person and, you know, they’ve they’ve come up with some some things that they think are working well for them, and one of them is is communicating a lot about the impact of the gifts that we’re given and talking about the progress that those gifts have made on dh then in turn, saying, you know, additional support will help us get, you know, here, here and here, so they’re they’re really putting a big focus on, you know, showing not only showing the impact of the gifts, but also showing that they’ve been spending those funds wisely and are getting results out of it. And that’s that’s been a message they found not only works well, but also validates a lot of ah lot of what people did for them two years ago when they did yeah, wellit’s a smart way to start to engage people, and they had all sorts of challenges in and opportunities when this thing broke without twenty fourteen against the in fact, and it was almost two years it was two years ago, it ended august, right? I’m pretty sure it ended. Really. It was the equivalent of winning the lottery, right? For sure, you know, they suddenly had all of this. Great. Um, these great, unexpected resource is but, you know, when you’re not planning for that there’s, you know, there’s a lot of challenges, that pompel offense, so you know, there, dave, i think dahna very responsible job of communicating about about those challenges and how they’re addressing them and what they’re learning along the way, but you know it it’s almost impossible to fall into something like that and have the and have everything. In place that you need to be able, teo capitalize on a perfectly, yeah, it’s tze fell in their lap. And, uh, that was, as i was starting to say, that was one of the challenges that barbara and i talked about when she was on in wuebben october of twenty fourteen. She was a guest for the hour. In fact, we recorded that at the chronicle, flat to the studio, because they’re in washington, d c andi, i was down there and worked it out, but i actually remember that one. Yeah, that was one of that. That was one of the highest profile well, second to this one, of course, that’s, right, that’s, right, that’s, right. Okay, s so, you know, how do how do you shepherd these new donors to your organization’s worked longer term, all right, clearly. So that’s one and i think another another key challenges is budgeting for this. You know, some some of these campaigns kind of jumped the wall and becoming really successful. Um, a and a lot of cases you can’t plan for that, and you can’t viscerally expect to replicate in the next year. So if you have somebody who, you know, does a, uh do-it-yourself campaign and they raise two hundred or three hundred thousand dollars for you, um, you can’t necessarily expect that donor to do the same thing for you next year. So how do you plan for that? How do you make sure you budget, um, responsibly for that revenue and set the right expectations within your organization. That’s. So that’s. Another challenge that we’ve heard organization’s report to us. Something else that’s mentioned in the report. That’s very closely related to that. Budgeting for for the future is just getting the volunteers to do repeat campaigns in the future. Right? Right. And that’s. Some that’s. That’s. Certainly a big challenge. St baldrick’s has been great with us. They’ve found a really creative way. Tio encourage people, tio take part multiple times and there’s their head chadband shaving campaigns um, and they’ve excuse me created am a secret society, i guess it’s not a secret society, but a society called the knights of the bald table. And if you take part in seven, uh, had shaving campaigns with them, they actually we’ll hold an event for you and have, uh, you know, basically ah, knighting ceremony for you. And you get a special pen and you get quite a bit of recognition for it. So, you know, there are some ways that organizations are tryingto deal with this issue and find some fun and creative ways to get people to come back and do something more than once. But it is a challenge because, you know, the first time i see i’m going to go sing karaoke with tony. My friends may think it’s a fun saying the second time they were like, well, i saw that act already. Yeah, right. Supported again, right, let’s like me doing blue pedicure challenge too great, right? Who cares now, now, now, if i did read pure a pedicure challenge, that would that would be different that way. A whole new campaign that’s completely different, but you can’t go back to the blue, you can never go back. Um, all right, we have a couple more minutes left. And what have we not talked about? What if i not ask you that you’d like to like to like to? Well, i think one one thing i think is really interesting on this is just the fact that it is such a a kind of an evolving form of fund-raising that that organizations are really craving information and craving opportunities connect with each other about it. So you know one thing that i’m working that try to identify our ways that not only can can we provide good resource is through the chronicle truth peer-to-peer forum and through other sources like this, but also how can we bring people together and get them talking about this war? And i certainly would welcome you know, anybody in the audience who is thinking about this and working on this, who wants to talk about it to reach out to me, reach out to you and find a way to further the conversation because i i think you know, because it’s such a evolving form of a kind of formal fund-raising now you know the book is still being written, so to speak, on how to do it well, and the more input we could get, the better contact, peter, because once this is over, i have no interest in the topic. I’m committed to nothing, so contact peter directly. Alright, i’m more than happy to know i’m committed. I’m committed everything all right. He’s on twitter, he’s at p panepento write the name of the report is the do-it-yourself fund-raising handbook. Is there a is there a convenient earl at att the chronicle site? Peter? Um or no, i have a far from convenience. Okay, yeah. That’s the one i have. So just the do-it-yourself fund-raising handbook, you’ll find it on the chronicle of philanthropy site labbate and and i believe they are after labor day going to start really heavily marketing it, and including it and their philanthropy today newsletter another six to so there will be you know, there’ll be a lot of opportunities see it. And if you follow me on twitter, i will be tweeting about it and sharing the limbs. There quite a bit over the next few weeks as well. Okay, very cool. Very cool. Uh, all right. So i want to thank you again for coming on quickly again, since just since august. That was very gracious of you. You do cool reports. So so i’m happy to give voice to them. But now i’ve lost interest in the topic. So it’s all good. So we get fifty, fifty minutes of your attention and that’s it. Yeah, i get that there’s a lot going on. It’s a busy place? Absolutely. Well, i look forward to the next. The next time i help with something that is of interest to you for, you know, a half hour and hour that’s, right? Don’t about it trying to move on and we’ve got another next-gen alright, do not assume it’ll be an hour next time. Thank you for well done. No, thank you very much. Peter. Thankyou. Thankyou, tony. All right. My pleasure. Next week, next week? I don’t know. I can’t say, but, you know i won’t let you down. If you missed any part of today’s show, i beseech you, find it on tony martignetti dot com responsive by pursuant, they have a year end accelerator pursuant dot com slash year and accelerator for your year end fund-raising and by we be spelling supercool spelling bee fundraisers, we b e spelling, dot com, our creative producers, claire meyerhoff. Sam liebowitz is alive producer here with me, gavin. Dollars are am and fm outreach director shows social media is by susan chavez, and our music is by scott stein. Thank you for that, scotty, beam me with me next week for non-profit radio. Big non-profit ideas for the other ninety five percent. Go out and be great. Kayman what’s not to love about non-profit radio tony gets the best guests check this out from seth gordon 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 a, m or p m 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 dio they have xbox, they have tv, they have their cell phones. Me dar is the founder of idealist took two or three years for foundation staff to sort of dane toe add an email address card. It was like it was phone. This email thing is right and that’s why should i give it away? Charles best founded donors choose dot or ge somehow they’ve gotten in touch kind of off line as it were on dh and no two exchanges of brownies and visits and physical 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 expect it 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 26, 2016: Design On A Budget & Communications Mythbusters

Big Nonprofit Ideas for the Other 95%

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Oliver Seldman, Leah Kopperman, & Jessica Teal: Design On A Budget

Oliver Seldman, Leah Kopperman & Jessica Teal at 16NTC

Component based design will help you whether you’re working with a consultant or designing internally. Our panel talks through the process, from site map to comps. They are Oliver Seldman with Advomatic, Leah Kopperman at The Jewish Education Project and Jessica Teal of Teal Media. (Recorded at 2016 Nonprofit Technology Conference.)

 

 

 

Melissa Ryan, Kari Birdseye & Burt Edwards: Communications Mythbusters

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What advice is truly useful and what has overstayed its welcome? Our panel from NTC will help you separate myth from reality in video; thank you’s; mobile; virality; press relations; and more. Advice comes from Melissa Ryan at Trilogy Interactive, Kari Birdseye at WildAid, and Burt Edwards with InterAction.

 

 


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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 with the breaking cracking fourteen year old voice. Did you hear that? But i’m still glad you’re with me. I’d go into a wreath is, um, if you irritated me by missing today’s show design on a budget component based design will help you whether you’re working with a consultant or designing in house, our panel talks through the process from site map to camps they are oliver seldman with advomatic leah kopperman at the jewish education project and jessica teal of teal media. This was recorded at the twenty sixteen non-profit technology conference and communications mythbusters. What advice is truly useful and what has overstayed its welcome, our panel also from ntcdinosaur will help you separate myth from reality in video thank you’s, mobile virality press relations and mohr the advice comes from melissa ryan at trilogy interactive, carrie birdseye at wild aid and burt edwards with interaction on tony’s take two don’t be in the woods on planned e-giving we’re sponsored by pursuant full service fund-raising data driven and technology enabled, you’ll raise more money pursuant. Dot com and by we be spelling super cool spelling bee fundraisers, we be spelling dot com here’s, our first panel from ntcdinosaur with design on a budget welcome to tony martignetti non-profit radio coverage of sixteen ntc non-profit technology conference. This interview is also a part of ntc conversations wrapping up our coverage on day two. We’re in san jose, california, at the san jose convention center and with me are oliver seldman, leah kopperman and jessica teal. We’ll meet them very shortly. Talk about their topic design on a budget first, i have to do the obligatory swag swag mentioned shoutout for this for this interview, which is from m d they do wordpress droop elin sales force. You see it’s a pen that’s also a very, very sturdy suction cup holder for the pen. And we have a what we call this our ever know bourelly also there bobblehead what troll now it’s, a combination bubblehead troll doll with very thin thinning orange and white hair. I implore you, if you’re only on the audio feed, please go to real tony martignetti dot com. You can turn it off after the first one minute twenty seconds and you’ll get the benefit of this, but you won’t get the benefit of our panel. Yeah, please stay for that, you’re sure. But if you only want to see the bobblehead troll doll, you could turn it off after one twenty. All right, so we’re gonna add this to the day two swag collection. Not too elegantly. I’m gonna add it. Thie bubblehead troll dollars now horizontal. Okay, design on a budget. Let’s, meet our panel. Oliver seldman is technical lead for advomatic llc. Leah kopperman in the center is analytics and digital director for the jewish education project. Jessica teal is teal media. She is co founder, founder, co founder and ceo. Executive director. Yeah. Everything all right. Hr as well. Right. Welcome. Welcome to non-profit radio. Thank you. All right. Design on a budget. Jessica let’s. Start with the teal media. Sure. We do not have to spend a lot of money. Tohave elegant, meaningful, impactful design. I would say that it’s more of a wise use of your money in terms of design. Buy-in all right, so how did i what did i miss state then what do you mean, it’s? More about how you approach the design. Our entire panel was about a new approach to design, which is component based design. Kind of trying to stop the old way of doing things which was static individual pages and kind of stopped that way of thinking and move to more of a component based approach. A component being little chunks of information that can be grouped together. On a page and then you bring in the individual components to form your website experience. Okay, all right, so we’re talking about website design the worst okay website design little little chunks of of content, and these can be repurposed and maneuvered. And okay, leah, help me understand more about this. This component based design absolutely three of you have been thinking about this for months leading up to a ninety minute presentation, and i’m only in my first three minutes and twenty seconds. So bring me along and it could be, i think, a little abstract toe understand at first. But in the more traditional design process, you get sort of to a phase where the designer has designed out on paper, using photo shop or some other design tool. What the website is going to look like a right and then that goes to the developer, and they build that and there’s this long period of time between the design that you saw and then the build out and what you get, and they always look different, because print design and web design are not the same thing. And so when something’s just designed in print and then you see it on the web, there’s always ah, hold up where you get the delivery herbal and your stakeholders see it and say, that doesn’t look like that looked, and we don’t see what we expected to see. And so you get sort of surprised and held up, and lots of little things need to be fixed before you can move forward in the component based design process. You get it. You do get some pages concept of what it’s gonna look like. But instead of having this long lag period between the getting the design and building the design, what you get is a design that’s like the overall mood and look of the site, and then it actually starts to get built in html in prototyping, using that look and feel, and then the the deliver ball comes to you, that is, say, just a form and you get the form and you get that tow look like you wanted and it’s being delivered to in html, so it looks like it’s really going toe look instead of what it looked like on paper, and if you don’t like something about the form, that doesn’t mean you can’t keep moving forward with what does the header of the page look like? What does the men you look like? What did the button look like? What does the you know? The subheading text look like verses. This page is no good. This doesn’t. This page doesn’t look like what i was expecting. So you build all these individual components? Each one is a small delivery ble. You can get them to look like you want them to look. And then the beauty is when they all get put together they can be re combined and like almost infinite ways. And so the content people who are working with it don’t have to think about so much like oh, should this be green here? Should this be blue? Here it is mohr that they can just okay, i need a video block here. I need a header here. I need a sub header here. I need a text block and you can. They could just take all those blocks and put it on the page and put the content and they want and they don’t have to worry about making sure it’s going to be formatted correctly. Okay? Okay, oliver, are the three of you anarchists in the design world? Why are you causing trouble? I don’t think it’s causing trouble i mean, we we’ve we’ve used this approach for for big budget projects as well, i mean, it’s not it’s, not just about trying to disrupt something or to get things cheaper. The the the ideas here are beneficial, even on very large projects. One of the main pieces of this puzzle is building this component library, which which s so it’s, the entire style guide of the site and all of the components exist in a living library. So as you go through and make new additions or changes, you’re maintaining this consistent, readily available and reference oppcoll library of your styles and your components, and so you can always make sure that even i mean from the beginning, but also through the life cycle of the project that they’re all they all remain consistent with one another. A change you make six months down the road doesn’t break some other component. It allows you, teo, maintain a consistency and, you know, kind of build up your site and in fact, the functionality around on building. Pages like thinking of these components as like lego building blocks where you build the key essential pieces, but in a way that they all fit together gives sight builders and content creators quite a bit of flexibility when the time comes to build a page, because they can grab this component and grab that component, and they actually can put together completely different looking pages by combining the different components. So part of the way that we save money is you can limit the layouts, but but then the content creators can actually customize their their page builds on a page by page basis. So, you know, you design a layout that can accommodate a sidebar and a bunch of different chunks of content stacked on one another, and then they kind of piece it together, like pulling components from here and there and your lego metaphor? Yeah, all right, all right, you’re tuned to non-profit radio tony martignetti also hosts the 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 so we’re here to learn this component design process, okay, now i’m a non designer, the only non designer on the panel, i presume i’m not. I’m not way have only on one representative. Lee is the only thing she’s the outlier not made alright, i mean, just sorry, jessica, not me, all right dahna where should we start with my our instruction? Well, the two of you have already learned it, even though so my instruction in this of this new process where we where do we begin? Sure, you need to start with some careful planning on that would be, of course, perhaps the client sitting down with the consultant working through all of the various content chunks on the website to determine what that inventory of possible components might be, and kind of doing a lot of preplanning within your own internal teams just to figure out what you’re going to need what’s going to be my key functionality? What? What are going to be my key features? And then working with your your way web design and development partner through the first delivery bubble, which is a site map, which is an organizational diagram of how that site is organized that will show page hierarchy how maybe pages might link together. We also start to get a sense of where can we? We reuse page templates and similar layouts and kind of nail that down everything’s going to be organic throughout this process were constantly learning as we go, but once we kind of feel pretty solid about that site map, then we go into what’s called the wireframe ing process, so think of wireframes those blueprints, they’ll be black and white line drawings that show how a page is laid out, approximately where the content little blocks will go, where the components will go. And as we begin to plan out, those page templates will also be able to see repeating patterns and places where we khun re use these little chunks or components of information, by the way. Jessica it’s very good that you explain what a wireframe is because okay, on tony martignetti non-profit radio, we have george in jail. Oh, didn’t even i didn’t have time to put you in your excellent work. You just walked past the jail. Well, even even notice notice you’re walking past a penitentiary, i mean the purpose of our discussion as well to we wanted to make sure we helped to find some of these. Concert. Yes. Okay. Excellent. Excellent. From wireframe leo, do you want to take it from wireframe? Sure. So once you get past the wireframe phase, which again is sort of abstract, you get a concept of what the site might look like, how things are going to fit together on various like what the pieces are, but it’s black and white it’s like it’s, like name or a skeleton it’s. Almost like thinking of like, a napkin sketch, right? I mean it’s a little more developed than a napkin sketch. But it’s really? Just like what? This could potentially look like that the that there’s going to be a hero across the top, that there will be the block column on the side. There was a video here, o o c i just got in georgia jargon. Jorgen, what the heck is a hero? Ah, the hero is you’ll see this on a lot of sites. It’s ah, large image across the top. That is a very visually striking. And that creates ah, sort of tone for the page. Often they also will rotate images, but there there will be maybe text across it. It’s it’s tries to sort of set the whole feeling of the page through a through some type of image. A photograph. Okay, okay. All right. Good. So, yes, you’ll know the location of the hero, but you won’t know what the hero is going to be. Not at all. Not at all. It will just be like it’ll say hero that, you know, okay. And and then there will be a a block that’s like black, and it’ll have a little youtube play button in it, and they will say video like, you’ll know that that’s where the video is going to live. But you have no idea what it’s gonna look like. Okay, so you get those you agree how that’s gonna work on and then you move on to the next phase, which is where you get style tiles. And that is where you get a sort of conceptual idea of what the look and feel of the site is going to be. Think of it, sort of like what you might get with an interior designer when you they come to your home. And they have, like, fabric swatches and, like a little piece of, you know, like a photo of ah, wall sconce and, you know, so bored, yeah, mood board and you ah, so you get a few different ones of those for different directions you might take without them having to build out a whole kant visual concept, right? So you get you picked the one that fits you best, or you work with one of them to get it to fit you best, and and then you can move on to the actual designing dahna keep a jj comprehensive design like, like the photo shop type of design, you do do a little bit of that because you do need to have some deliverable to take to your stakeholders and say, okay, this is the direction that we’re going in, but will be, but you’re not goingto take them a design for every single page on the site, you don’t do a comprehensive design for every page on this every primary patient. Exactly, yeah, and pages that require either heavy branding or heavy visuals. So think of your want photo shop cops for like, your home page or a major issue landing pages, but you might not need a full come for like your blogged page, which really is just a list of information that looks is repetitive in a list format that has a photo and a headline in some paragraph text. You don’t need to do a full comp and photo shop for that because you could just drag those components over the headline style, the paragraph style, the photo style in the link. Okay, okay on and then so then you’re now you’re getting feedback from you’re you’re your your client, the whoever’s in charge of this project and in this scenario, i’m the client in charge of the project right there working on the design for me. Yeah. Oliver, what? What was your role? This? I thought you weren’t you’re not a designer. I’m ah technical lead. So i’m just i’m doing the development building. Oh, you’re building here, just your building, just building building design. Eso just just point out a couple things. So in terms of like the title of this session the budget element of it on the benefit of the style guide i’m sorry the style tiles is thatyou khun uk rather than focusing on redesign coming up a five or six different designs or three or three designs for the site, you can actually do in the in the same prices. One design you khun do multiple style tiles so that you can be really thinking about and talking about what, what the site is supposed to feel like and look like with many options on a on a much deeper budget. All right, so just so we’re sort of breaking this all down in tow, component pieces are it was called the component based design problem, so you’re so instead of us having to conceptualize and approve or disapprove an entire pages and maybe an entire site that may not be quite right, but yeah, big, big pieces, yeah, we could take a little pieces and say, you know, i don’t really like this hero, you know, you should wear a quick study, i don’t like that here or there don’t really belong there, but we can talk about other things that are cool, like the donation, the format of donation, the button and the forms and landing pages, etcetera. Okay, yeah. Breaking into chunks, in fact, measurable chunks. During the dirt at the next phase, after these, you know, these these delivery bals are are approved is to actually start building out the prototypes of these components right component, which can actually happen quite apart from the back and development, quite apart from all the other phases of the project. These these things can all because they’re modular, they can all be happening in conjunction with one another. And, you know, to to your point, one of the major benefits is that you can actually start delivering versions of these prototypes, the donation button, the hero, whatever way, before someone would ever expect to see a page and so you can really get the client can really feel empowered to affect the overall process of the site and also just gets incremental reassurance things you’re moving. Oh, i’ve approved the donate button. That’s cool. We got it covered, right? I proved the donation form that things are moving along very nicely. Verses got this project is never going anywhere. Well, i get his designs that i can’t stand or then that two months go by or three months go by and then you just kind of get handed. The whole thing, and then you’re that’s when, like the worry begins or you you encounter stakeholders who didn’t quite get something from a piece of paper before now seeing it in real life for the first time, whereas in this in this process there, seeing it in real life from the very incrementally and when they see it in that older way for the first time it’s already completely built, and then you have to spend mohr labor ongoing and rebuilding stuff that and when your prototyping it in html you, khun, do a lot more of the build, and not have to rebuild on a bigger scale later on. So that’s, another money saver what’s the genesis of a component based design. Who created it? Was it one of the three of you? You know, it wasn’t e i thought that maybe you, jessica, there was not. I don’t know the genesis of it, though i have a feeling it may be developed out of the agile design and development process. Julie again, we’re programming pieces and right i know about and, you know, taking the approach of let’s create a minimum viable product first of the bare bones that will get you there and meet the criteria that you need for launch. And then as we grow and expand, tested yet learned and pivot and testing exactly and so component recent brain process, yeah, it’s a good match for that, because you’re constantly building on things as you’re learning and it’s better to do that in little chunks versus big pieces. Okay, i think they’re also like multiple many facets of this approach each kind of coming from different disciplines for example, the notion of ah, like a living style guide, it has been ah, semi recent, but ah increasingly adopted technique for managing the look of your site on dso, you know, fitting components into that is just a kind of natural, natural progression. You know, the sum of these things like that we’ve been talking about wireframes and page comes and site maps are have been part of the development. It’s not those elements are nothing new, it’s just the kind of way that we’re combining them for this purpose, that is, that is but it’s tze more of an evolution than somebody coming up with a new thing. Yeah, that’s very good, actually on evolution and i oh, i think lee, amid an awesome point on the panel yesterday in terms of just having an organizational change on don’t know, flee if you wanted to mention talk about it seems to have been retweeted a few times, so i guess people liked the analogy. I was saying that there’s this older organizational mindset, that building a website is like a one time investment like you’re investing in a piece of furniture, like a file cabinet, and really, the mindset needs to change because websites air living and breathing things that need to change along with the organization. So you should really think of your website as more like a program than like a file cabinet. Okay, yeah, this process really allows that flexibility you you end up with, you’re not you’re not locked into something because a new component can be added whenever you have a whole language of a visual language. So it’s very easy to change or add things when the time comes it actually, the process is about kind of thinking about howto refine or no hone the essence of what you need so that you can grow and pivot and change it without without issue major just rocked out are their opponents to this process. Naysayers who prefer toe prefer to do it the old traditional way of designing a website. I mean, i can i can imagine that there might be a client for whom the suspension of disbelief for talking about what is a component and seeing how you know a style tile will lead to a design on dh feels that unless they see everything on every page finalized a visual of it, that they’re unwilling to you, check off the approval checkbox, and that for that, for that person, it may be difficult, or for someone who doesn’t have ah, internal technical advocate s o that there they don’t have anybody on their end advocating for ah process like this, it might be difficult for them to buy into it. Ladies, have you seen objections to this or or heard them yourselves? I wouldn’t i’m sorry, i wouldn’t quite call it objections like oliver was saying, i think there’s a certain level of discomfort with an unfamiliar process and that in the past when people that the folks who are, you know the stakeholders working on. This site rebuild, they’ve been through a site build before, and it’s followed the old process and so that’s what they are used to and changing the process so much feels it’s there’s a i think a fear of making small decisions on signing off on this is the site map. This is the wireframe because there’s a fear that once you approve that wireframe you’re completely stuck with what it’s gonna look like because in the old universe, once you approve what a layout was going to look like, that was the layout you were getting. And in this universe, when you approve something, you still have this flexibility of these components, that you’re going to be able to move around and using different ways. But until you get to the place where it’s more concrete, i think that that that that hesitancy and discomfort with this new process continues to play out. So i think it move some of the anxiety of the project to the front end of the development cycle and as you go through it, that there’s less and less anxiety and by the time you get to the final design people are comfortable with it, and what they get is what they’re expecting to get. Yeah, jessica working with it the whole time, right? Jessica has till media had clients objective, this method of web site design. Like leah said, there hasn’t been objections it’s just been we’ve had to spend extra time educating folks about the process and making them feel comfortable as they go along. So, yeah, i don’t think that there’s any strong opposition it’s just hard with zsystems because the last one wasn’t like this, right? Right, right. Okay, wei have just like, another minute or two together. What do you want to leave people with that we haven’t talked about yet, leo. You’re leaning into the micro? Yeah, there’s one thing that i didn’t talk that none of us talked about that i do want to talk about that’s, another real money saver for the project. The the way that we’re doing this design process is actually with two separate scopes of work. So the first is this design phase where we’ve been talking about getting through to style tiles and during that process, the technical lead oliver is is listening in and participating and understanding what we want. The site to be able to do technically and making a list of all the functional requirements for the site and we have a set budget and we’ll get a scope of work at the end of this cycle that respects that set budget and tells us with this budget we can get these components built on dh this khun b on the maybe we’ll get to it list and this khun b on the you we can do this in the future, but it’s not going to fit within this budget. And so you get a really good prioritization of what really matters and you build like jessica said, the minimum viable product now at least, and you have a sight that you can launch and then you can continue toe add functionality to it once it’s already live? Yeah, that that concept takes into account the world of development, being in perfect and hard to estimate, and you don’t always know how long something takes to build when when the time comes and so it accounts for prioritizing what’s most important on dh then, you know, finding a range of what to accommodate and about as they were. Saying finding a kind of minimal point where we can say this is done, it works the way basically needed tio and then kind of continuing to add to it and okay, how about we leave it there? Thank you. All right. Thank inky advocates are advocates for the component based design process. All right. And they are oliver seldman technical lead. It advomatic llc. Leah kopperman analytics and digital director for the jewish education project, and jessica teal of teal media. And you are with tony martignetti non-profit radio coverage of ntc teen the nineteen nineteen. The twenty sixteen technical women i’m losing. It was our last last time technology conference. I need to take this in chunks component it’s. Tony martignetti non-profit radio coverage of sixteen ntcdinosaur the non-profit technology conference. Thank you so much for being with us. Thank you. Thanks. Pleasure. Communications mythbusters coming up first, pursuing you know them. You know, these people that you have fund-raising tools for small and midsize shops. I beseech you, i implore you even check them out. You need to raise more money. I know you do. Pursuant has tools to help you. Ideal for our listeners in small. And midsize or eggs? I can’t say it any simpler pursuant dot com and we be spelling spelling bees for non-profit fund-raising this is not your mother’s spelling bee. They incorporate concerts, dancing, comedy and fund-raising and is a spelling bee. They have a very fun, very really pretty hip video at wi be spelling dot com and b is b e we be spelling dot com now, it’s time for tony’s take to i don’t want you to be in the woods ds on plant e-giving it is not a black box, it should not be intimidating to you there’s no need for it to be intimidating there’s a lot that small and midsize non-profits can do to take advantage of these long term, very often endowment building gif ts you have possibilities around plant e-giving and the place that you always start is with requests. I talk about that and also retirement plan gif ts and marketing those and the same with life insurance all in the video at tony martignetti dot com don’t be in the woods on planned e-giving please that’s tony’s take two live listener love it’s got to go out, you know it’s coming. It’s just a matter of when live love to our live listeners from asia and now recently europe has been checking in and of course, the domestic live love goes out as well for those listening right now, which is later than now when i’m talking it’s it’s now, then for those listening now, then later, then now my love to you and the podcast pleasantries. Who knows when you’re listening it’s so much easier to do podcast pleasantries couldn’t have to explain the difference between live and now and then and later the pleasantries go out to the over ten thousand podcast listeners and i am an affiliate am and fm affiliate listeners affections to you let your station know that you’re hearing non-profit radio please affections to our many am and fm affiliate listeners. Here is our next panel from auntie cia, and this is communications mythbusters welcome to tony martignetti non-profit radio coverage of sixteen ntc the non-profit technology conference in san jose, california. This interview is also part of a t c conversations with the convention center in san jose. My guests now are melissa ryan carry birdseye and burt edwards. We’re going to meet them. Very shortly. First have to highlight our rust and ten ntcdinosaur swag item of the of the interview. And this is from jmt consulting. Very nice green your earbuds in a case. Very nice jmt consulting. We had that to our swag pile for today. Would have had a bigger pile. But from yesterday, when it got stolen overnight, who knows? Who knows what happened? It was a good and ten scarf there. There. I mean, i’ve already said the scarf gots carved. All right, let’s, meet let’s. Meet the panel. Melissa ryan. Is it right here? Melissa ryan? Yes, of course. Is director of client services at trilogy interactive she’s seated closest to me. Carrie bird’s eye is us campaigner for wild aid. And burt edwards is director of media and web strategy at interaction. And there seminar topic is communications mythbusters. Best practices versus bad advice. Let’s. Start in the middle. Okay. Um, carrie? Yes? What? What are the why are there so many misconceptions and so much popular wisdom out there about marketing communications? How does that how do these things perpetuate? I think that people like to make money off of telling other people what to dio and so there’s a lot of people in a cottage industry trying to make basically what’s good manners, being a real person and being true to your communications, they they put out, you know, a lot of misinformation around, you know, something that need need not be a difficulty as they make it sound auras? Yeah, right. I’d come stated. Yeah, all right, all right, bert you’re nodding a lot. I am that all right? I’m sorry, bert. I didn’t have your makeup start again. Please. Yeah, actually, this is how the panel first came about our other mythbuster, colin delaney, who is actually in a panel. It was a discussion that he and i were having about what we were hearing he’s now on the consultant side, i work for an ngo called interaction, and we were just talking about some things that we were hearing, and it was like, i don’t know if that really shakes out and that was kind of idea as far as like, putting together a panel of miss busters and to try to get the audience and engaged in a conversation. How are you, melissa? You want teo to? Yeah, i mean i think it’s often like a game of telephone, right? Like you read a case study and you tell me about it and you get very excited. I’m very excited about it. Without seeing the case study, i tell car e about it. And then what it ends up to me is, you know, i hear from a client or a potential client or another consultant. Well, i hear the on ly time that’s where sending an email is thursday at nine. P m s o i actually i approach it with the best of intentions. But i try to think of it it’s like a game of telephone. Okay, okay. And i’m sorry. I mispronouncing names it. Khari khari nufer i answer to both. Well, well, which would you prefer if your name you have a choice. Carry. Oh, i’m so sorry. Oh, she pronounce you mispronounce it it’s my fault. Don’t apologize if you believe this it’s. Unbelievable. All right, i think it’s pretty the way you say it. Curry is pretty. Sounds very exotic. Alright, but carrie ok. All right. I got lucky. I should have asked. Okay, let’s. See? So should we just start with a bunch of myths around communications. Uh, i don’t know. Thank you. Notes have to go out within twenty four hours. Is that a legitimate one? Because you have you have some of the legitimate right? Some or not, thank you. Notes for gift should go out within twenty four hours. True or false myth or myth or fact, i would say that spots is long as the sentiment is genuine. Okay? And and an authentic i mean a canned response that comes out really quick. And it looks like it can response. I don’t think that that really, really get you much with anyone. Okay. You rather seymour? Genuine sincerity. Maybe it’s. Thirty six hours or forty eight hours, but not a week. A week is too long. Is that a myth or fact? I mean, you want to get them the thank you note where they still remember having made the donation the world fuzzy feeling my hat is off to everyone who can get the thank you note out within twenty four hours. But i think it’s a nice toe have not a mustache. Ok. How about the week, though? That seems to me now my voice is cracking, although like a fourteen year old a week. Seems like, you know, you didn’t really care that much. Um, i wrong is a week. Can you burn? Let me challenge you. Can i can? Is it possible to have a really sincere message? A week after the donation? It leaves my office the week after the donation so it might not get to the person till eight, nine, ten days, depending out far away. They are. Is my outside the bounds of propriety in thanking donors. Yeah, i would say that. That’s a bit that’s. A bit long. Okay. Okay. So we could say somewhere between a day in a week. All right, but the panel doesn’t feel it has to be twenty four hours. Okay, it’s. A good goal, right? I mean, it’s, something to strive for. Well, if you’re doing online donations, you should be able to get the thank you out very shortly afterwards, because so much of that is automated, that sort of unless you want to sincere that’s. Too sincere. I mean, automation can certainly personalized. But if you want to sincere, maybe a hand written note. Last panel was talking about handwritten notes. How was that small organization? Yeah, or a very big gift, right? Okay, all right, um, all right, so i threw out the first one, greece, to slide a little bit. Now, now, it’s your turn, let’s, start, throw out some conventional wisdom and let’s beat it up. Yeah, so we had one myth that came up when we chatted previously, and that was the concept that online videos only work for cats or kardashians. Oh, yeah, now people believe that i mean, i think, alright, carrie, what, you’re laughing the hardest. Why is this wrong? Cat or kardashian never hurts, but you don’t need them. Sure, i think thoughtful, authentic, engaging material targeted to your specific audiences, always gonna work okay, can we? Ah, can we say that production value is less important than sincerity? I think that’s bearing out to be more true, i think we went through a trend where everything people wanted very highly produced content, and i feel like we’re sort of moving away from that online. Yeah, okay, sincerity trumps ok, we’re going through these rapidly, so well, i see big jugs of chocolate milk is that somebody was talking about? Yes. Yeah. Looks like they’re setting up a snack because the time is about to eighteen now, uh, snack is good. So you may hear something. My voice cracked against it. So you may hear some food setting food preparation. I mean, we’re in a convention center, you know, it’s gonna happen. But there are these big urns of chocolate milk, man. I mean, who doesn’t love chocolate? Look, once in a while, at least i do. Okay, big. We’re talking gallant multi gallon earns some giant. Yeah, yeah. It’s clear. You can see through. All right. Sorry for the aggression. Alright, more myths let’s do over here. But, melissa, what do you mean? One of this? That i i used to believe fervently. And now, through testing, i know is no longer the case. Is that email has to come from a person to get the highest response rate s o you know, from melissa ryan at x environmental organization rather than just the name x environmental organization or even in some cases you don’t even need the brand you can say in the action is the centre what you’re going to do, so save the polar bears as the sender? This one, this one broke my heart because i used to believe that people very much they wanted personal communication in email and they wanted to feel like they had a relationship with the person who was asking them for money. But it makes sense when you look at what retailers like amazon or doing. Jeff bezos doesn’t email you about persons or shoes that you should buy. You get that email from amazon on and i have found in in testing with with my clients and in my work that that generally, unless your surrogate issue no barack obama or kim kardashian, since we’re using that name often times the brand of the organisation is more powerful than any individual staffer. Okay, excellent, very concise let’s not use the let’s not use came anymore. Really non-profit radio was above that. So cats or fine or some other name, i don’t mind people, but i don’t mind people, but not the kardashians. Okay, what else? Uh, carol, you wanna take one in the middle? Sure, i was brought on to this panel because i’m a former journalist and been in the non-profit world for about a decade now. And one myth that i always hear is journalism is dead, and i think that that is not true. There’s for-profit journalism that is driven by ratings and often goes for the lowest common denominator. But there’s also some really great journalism going on. That mainly online outlets like center for investigative journalism, our center for there’s. Quite a few of them that are really doing a great job. And hiring seasoned professionals. Or the really smart kids out of out of college, to take their time to be thoughtful and do riel reporting. And not just what is going to sell, you know, get the most ratings on tv or or still the most newspapers. So the other thing that we were talking about is our news, our newspapers, debt. And so we were talking a little about communications. Career is also not just communications within non-profits but if you if if communications is your profession right. Ok, newspapers. Are they dead? I just want to say that if i i feel guilty reading a newspaper outside of my home the new york times on a sunday in your own private home is one one thing. But when i really get looks on the ferry, if i have an old fashioned newspaper, so, you know, in a very is this that you’re taking what is this? I take discriminatory fremery take it where i take the ferry across the bay. I work in san francisco and i live thirty miles east, so i have ah, almost on our ride across. So because this is such a tech tech heavy area it’s pretty young analyze the paper it’s pretty, you know, an online community and so on. So they look down on paper, they dio i have to read my newspaper under myself. Do it proudly, proudly right in front of their faces put it, put it between their face and the and their phone is that they’re reading. You just dropped the paper right in there, right in between. All right, all right. Newspapers are not dead. Journalism’s, not dead. What else we got? Well, let’s, try to keep stick to non-profits okay, odds are you know, you might have a lot of communications professionals in your in your audience, but in our listeners probably don’t have, you know, a big portion. So? So we have a lot of little bit. Well, we have a little. Well, a lot of a lot of these journalistic outfits are non-profit are non-profits okay. Okay. All right. Yeah. Good. Another minute came up in discussions was the question that all that matters for web design is mobile. All that matters no way she ought to be multi-channel mean mobile is not unimportant. Certainly. But it’s not it’s, not the end old it’s, not everything, is it? I think this is one where there was some debate. Actually, among among the panelists, i’ve been toe add presentations by tech companies who are pretty openly saying that they are on ly designing for mobile at this point, because most of the usage is more and more of the usage is coming in on mobile instead of dusk up on mobile, we’re speaking more broadly than just the phone were also speaking the tablet on dh you have, you know, large loss to the country for whom mobile is their primary point of access for the internet. So i am going to step out on a limb and say, i think that’s true, you do think it’s true, ideo kari what’s your opinion, it depends on who you’re trying to reach so multi-channel multi platforms, i mean that if you have an older demographic that you’re one of fund-raising from you have to you have to meet them where they are, and that probably is still in there their desktop, okay? And you’re doing policy advocacy from and, you know, i mean, you definitely will have constituencies, whether they be in the hill or some policymakers that will definitely be looking at things on there regular laptop and the crystal be checking their mobile devices as well, but you can’t, nor the stop can’t ignore desktop, right, well and funders to like, if you want to. Reach out, latto, you know. Large foundations, they’re still in a in an office. They’re not always doing the reading and the research on, you know, on their phone, yeah, it’s an interesting example. We were working to redesign it’s, a tool that we have in our website that specifically for hill education and for what kind of education. So it’s tio educate members, the hill on a hill. And so one of the new members of our policy team, he had just come off the hill. And he said, you know, we really need pgs, because when i would take things to my member if there’s going to be effective tool, i need a nice print off because they want to see things in print, which was interesting because we haven’t been thinking that way at all right. Prince of washington. Okay, your your comrades carry, they could ride the subway with you more, more, more paper, the better get some of the recruits. Yes, oh, silicon valley needs to meet washington, d c and beat each other up. Yes, all right. 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I’m peter shankman, author of zombie loyalists. And you’re listening to tony martignetti non-profit radio. Big non-profit ideas for the other ninety five percent. Dahna all right, we got more minutes. We got plenty of time together. What? What other myths are out there? Anybody? Melissa, you suggested a myth lately, i can suggest another one. Another myth i have is about crowdfunding. People think that if you build a web page, the money will just come in on one of the biggest misconceptions that i see about crowdfunding. Is that it’s not you. Put up a web page, and money comes in there’s actually, a lot of communications work and offline outreach and work that goes into a crowdfunding campaign. So for non-profits that air considering doing it, which i think it’s a good tool, you really have to think of it. Not just azan. Internet tool, not just as a fundraising tool. It is a combination of all your best assets to your goal. I love that you mentioned off line there’s a lot of back channel work that goes into, you know, it’s been several days that we have a donation. Could you please help us out? You you know, you. I mean, this is a targeted either phone call or e mail you’ve been loyal. We noticed you haven’t given to. This campaign could you help boost us? We’re in a molise. Where? In the doldrums here. Exactly. And i would like that goes on. Yeah. And i would say if you don’t know who your first twenty thunders, are that air goingto get onto your the site and donate your you’re not ready to do a crowdfunding campaign yet nobody wants to give to that xero level that and when the bar is that there is no bar is just an empty shell. Where the borrower toby it’s. Very hard to get the first people. You’ve got to recruit them back. Channel. Yeah, that is a common mistake. Anything else about you want to add carrier bird around just around crowdfunding? Anything more about that? That miss? Well, i think we’re good and they will come. Myth. Well, this was related. I think this was melissa’s myth. And that was that. What? You? What you say is what people will hear. What you say is what people will hear. That sametz at least that’s what i wrote down in my notes. Well, it’s, no. Does it sound familiar to you? No. Okay. Okay. All right. Well, i mean, it sounds like reality versus perception or your message vs? Yeah, that, yes, the intention of your message versus how it’s received. Well, i think we can agree that that’s not always the same, right. I mean, if it’s not even carefully crafted, buy a communications professionals sometimes leads the misunderstanding, i mean, this is also a great argument for testing messages. Very good. Alright on email on social, then your coms channels. Okay, okay, it wasn’t that one of our myths that small organizations can’t test or don’t test. Yes, well, may be that they don’t test is a fact, i don’t know, but that they can’t. That sounds like a deep myth, right? Absolutely, i don’t know. Is there an e mail provider that doesn’t provide that doesn’t offer those simple ist a b testing, and i mean, can’t we just do it on our own, even if we don’t have? Ah une male vendor. Well, you certainly could look at open rates. I mean, and that will give you mean that will be a least give you a primitive way of doing a be testing. Okay, i mean, i also think it’s ah it’s, a value proposition and it’s a capacity. I think it makes sense for everyone to develop a culture of testing, but whether it makes sense for your organization to test subject lines every time or run multiple tests, if you’re dealing with a list size of a couple of thousand people and that’s maybe get a net you fifty extra dollars, there might be a more valuable way and spending your time maybe it’s, actually just pushing up the draft of another email. S o i think it’s it’s always good to be thinking about testing and things you contest, but that time that you spend setting up a test is time. You’re not spending doing something else, so i think that’s worth weighing when you’re thinking about testing, all right? We got time for another couple of myths. What else we got? Birds got the phone. You you got the device, you know, check out the list. Okay. Well, when the myth that came up it was after the brainstorm was on curiously here, uh, former journalist and as you’re a journalist, is the question of what he should ever seldman podcast don’t know from journalists. Well, thank you, that’s. Very thoughtful. You sound like a journalist. Oh, thank you. I take that as a compliment. I admire journalist, but yeah, i don’t know, but you don’t. Okay. Well, the question was, do you ever say because there is the professionalism that you should never say? No comment to a journalist? I really never say no comment to a journalist. All right, what is that? Is that fact or fiction? We busted busting that myth. Carry going? You’re the former journalist. I know a lot of people that that live by that mantra. But i do think that there’s other ways of meaning. No comment and not saying it as in well, we’re not the best people to talk to on that subject, but but we can definitely put you in touch with people that could give you a statement on that. So it’s pivoting instead of no comment. Ok, but you gotta know, i learned a really good phrase from a coms director i work with, which was i cannot be a good source for you. Let me refer you to someone who can, which i think is a little friendlier than no comment and keeps the conversation going. Okay, okay, you know what? If we’re in a crisis situation, i mean, you’re, you’re, uh, you know, we’re talking worst case now. You’re the organization’s reputation is on the line for some reason, you’re in the headlines and it’s not a good it’s, not a good headline, and you’re the i mean, you’re really the only source because it’s, your organization is talking to and you’re the ceo of the communications director and you mistakenly picked up the phone because you had read the headline yet, i guess. Now what do you do? You can’t you can’t you can’t give it to somebody else, you’re the you’re the person. Well, you you say, i need to get right back to you, and then you come up with a a good response, especially if it’s about it’s, about your organization on when you’re not under pressure against the right, but you always have, you know, at least fifteen, thirty minutes unless they’re completely on deadline right now to take to get your statement, right? Okay, you know, i think you never want to take a press call cold. I mean, even if they’re on a tight deadline, just like, can i get back to you in five to ten minutes? Me? Because people are on the go on dh. Just give yourself five. Minutes. I kind of think through what you want to say. Okay? Never taken. Never take it cold. That sounds like good advice. All right, we got room for one more who’s. Got another one. Now we’re going to burn because he’s got the phone. But, ladies, you have you are you thinking of something? Go ahead. I mean, one more, i think is the idea that something has to go viral to be successful. This when i feel like if you’re in communications and urine digital, you fight against all the time. And to me, the most important thing is that the audience that you are talking to seize it not everything has to get ten million views to be successful. Okay, your message could still be heard. Depends who’s hearing it, right? I mean, and who? You want to hear it, who you need to hear it. And what the goals of that communication are too mean. If you have a specific goal in a specific audience that’s going to help you reach that goal. It’s successful if you if you move the needle on with that with that communication and even if only reached one hundred fifty people exactly. Or that the decision maker and everybody around them. Okay, lots of nods. All right, this was fun, you know? Alright, i like this a light one, but we got a lot out. We covered at least ten of these things. At least ten myths, all right? And the panel has been seeded closest to me. Melissa ryan, director of client services at trilogy interactive. And karen birdseye, us campaigner for wild aid. And burt edwards, director of media and web strategy at interaction. And this is tony martignetti non-profit radio coverage of sixteen ntc non-profit technology conference. Thank you for being with us next week. It’ll be september and it’ll be a good show. 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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 dio they have xbox, they have tv, they have their cell phones. Me dar is the founder of idealist took two or three years for foundation staff, sort of dane toe add an email address card. It was like it was phone. This email thing is fired-up that’s why should i give it away? 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