Tag Archives: #nptech

Nonprofit Radio for September 30, 2024: AI, Organizational & Personal

 

Amy Sample WardAI, Organizational & Personal

Artificial Intelligence is ubiquitous, so here’s another conversation about its impacts on the nonprofit and human levels. Amy Sample Ward, the big picture thinker, the adult in the room, contrasts with our host’s diatribe about AI sucking the humanity out of nonprofit professionals and all unwary users. Amy is our technology contributor and the CEO of NTEN. They have free AI resources.

 

Listen to the podcast

Get Nonprofit Radio insider alerts

I love our sponsors!

Donorbox: Powerful fundraising features made refreshingly easy.

Apple Podcast button

 

 

 

We’re the #1 Podcast for Nonprofits, With 13,000+ Weekly Listeners

Board relations. Fundraising. Volunteer management. Prospect research. Legal compliance. Accounting. Finance. Investments. Donor relations. Public relations. Marketing. Technology. Social media.

Every nonprofit struggles with these issues. Big nonprofits hire experts. The other 95% listen to Tony Martignetti Nonprofit Radio. Trusted experts and leading thinkers join me each week to tackle the tough issues. If you have big dreams but a small budget, you have a home at Tony Martignetti Nonprofit Radio.
View Full Transcript

And welcome to Tony Martignetti nonprofit radio. Big nonprofit ideas for the other 95%. I’m your aptly named host and the pod father of your favorite abdominal podcast. Oh, I’m glad you’re with us. I’d suffer with a pseudoaneurysm if you made a hole in my heart with the idea that you missed this week’s show. Here’s our associate producer, Kate to introduce it. Hey, Tony, this week A I organizational and personal artificial intelligence is ubiquitous. So here’s another conversation about its impacts on the nonprofit and human levels. Amy Sample Ward, the big picture thinker, the adult in the room contrasts with our hosts, Diatribe about A I sucking the humanity out of nonprofit professionals and all unwary users. Amy is our technology contributor and the CEO of N 10 on Tony’s take two tales from the gym. The sign says clean, the equipment were sponsored by donor box, outdated donation forms, blocking your supporters, generosity, donor box, fast, flexible and friendly fundraising forms for your nonprofit donor box.org here is A I organizational and personal is Amy sample ward. They need no introduction but they deserve an introduction. Nonetheless, they’re our technology contributor and CEO of N 10. They were awarded a 2023 Bosch Foundation fellowship and their most recent co-authored book is the tech that comes next about equity and inclusiveness in technology development. You’ll find them at Amy Sample ward.org and at Amy RS Ward. It’s good to see you, Amy Ward. I do love the Pod Father. I know it makes me laugh every time because it just feels like, I don’t know, like I’m gonna turn on the TV and there’s gonna be like a new, new, new season of the Pod Father where we secretly, you know, follow Tony Martignetti around or something. We are in season 14. Right? Yeah. Um Yes, I appreciate that. You love that. It’s, you know, you like that fun. So uh before we talk about um the part of your role, which is the, the technology contributor to N 10, uh the technology, the nonprofit radio and we’re gonna talk about artificial intelligence again. Let’s talk about the part of your life that is the CEO of N 10 because you have uh have you submitted this major groundbreaking transformative funding federal grant application? Yes, we submitted it last night three hours before the deadline, which was notable because I, I know there were people down to the, the minute press and submit. No, we got it in three hours early to what agency um to NTI A they had, this is kind of all the work that rippled from the digital Equity Act that was passed in Congress a couple of years ago. And, you know, now, you know, better than to be in Jargon jail. What is NTI A, it sounds like an obscure agency of our, of our federal government. It’s not, well, maybe to some listeners it’s obscure but it is, um, the National Telecommunications and Information Administration. And you, I think that’s obscure to about 98.5% of the population, you know, I think I, I think I’m obscure to, you know, uh being obscure is fine. Um Yes, the National Information Administration and um prior to this uh grant um from the federal level where folks from all over were applying, every state was also creating state equity plan, digital equity plans. Um What funds might be available through the state funding mechanism to support digital equity goals. But a lot of those at the state level are focused on infrastructure, like actually building internet networks to reach communities that don’t have broadband yet, you know, things like this and so very worthwhile funding endeavor. I mean, we need, we need to have 100% of the population needs but even with those state plans and the work that will come from them and the funding it will not, we are not about to have every person in the country have broadband available to where they live, right? Ee even with all of this investment, it, it’s not gonna reach everyone and that means that the amount of funding within state plans for the surrounding digital literacy work, digital inclusion work, you know, making sure people know how to use the internet, why they would use it have devices. All those other components is gonna be really minimal through the state funding because even if they used all of it on infrastructure, they wouldn’t be done with that, right. So um the federal government, yeah. So, so the kind of next layer in all of that is this federal pool where they’re anticipating grant making about 100 and 50 grants somewhere averaging between five and, and 12 million each. There’s gonna be exceptions, of course, there’s ma there’s big cities, there’s big states, you know. Um but though all those grants will be operational from 2025 through 2028. So four kind of concerted years of, of national Programmatic investment. Um And these are projects kind of on the flip side, those state projects where this isn’t necessarily about infrastructure and, and building networks or even devices very much, right? It’s mostly the infrastructure programming and you’re asking for a lot of money. So tell, you know, share the, share the numbers, what you’re looking for, how much money. Yeah, we’re our project in the end I think came out at about $8.2 million project and we’re hopeful, of course. Um and I’m, I’m truly curious, um listeners who are always tuning into nonprofit radio from like fundraising strategy perspective. I’d love to learn from you or, you know, email me at Amy at N 10 anytime I’d love to hear your thoughts when you listen to this. But you know, N 10 is a capacity building organization is we, we don’t apply for grants often because quote unquote, capacity building is not considered a, a programmatic investment to most funders, right? And so it’s just not something that um they will entertain an application from us on. And but with this, we have already run for 10 years of digital inclusion fellowship program that is focused on building up the capacity of staff who already work in nonprofits who are already trusted and accessed by communities most impacted by digital divides to integrate digital literacy programming within their mission. Are they a housing organization? Are they workforce development? Are they adult literacy, you know, refugee services, whatever it is, if you’re already serving these communities who are impacted by digital divides and you’re trusted to deliver programs, well, you don’t need to go have a mission that’s now digital equity. No, you digital equity can be integrated into your programs and services to, to reach those folks. Um And so we’ve successfully run this program for 10 years and had um you know, over 100 fellows from 22 different locations around the US and have seen how transformative it’s been. These programs have been sustained for all these years by these organizations, they now see themselves as like the leaders of the digital equity coalitions in their communities. They, you know, fellows have gone on to work in digital equity offices or, you know, organizations et cetera. So it feels great, you have tons of outcomes from a smaller scale program and the grant is to scale up, scale this thing up. Yeah. Yeah. So instead of, you know, between 20 to 25 fellows per year with this grant, we would have over 100 a year. Um And that also means that instead of, you know, if there’s only 20 fellows and maybe we can only cover 20 locations while with over 100 we can cover or at least give opportunities to organizations in every state and territory to, to be part of this kind of capacity building opportunity. All right, it sounds, it’s, it’s huge. It’s, it’s, it’s really a lot of money for N 10. Um uh It, it falls within the range, I guess a little, no, it’s like right within the middle of the range, you cited like 5 million to 12 million, you said? So, yeah, exactly. So our, our application is kind of in the middle there. Yeah, slightly to the low side of middle. But, you know, we just call it middle, between friends. Um Yes and I mean, we’re hopeful, knock on wood, we’re really hopeful that this is an easy application to approve because we’re not creating something new we’re not spending half of the grant in planning. We know how to run this program. We’ve refined it for 10 years. We know it’s very cost efficient, you know, and in the end of four years, 400 plus organizations now running programs that can be sustained is accelerating towards, you know, addressing digital divides um versus, you know, a small project that just end 10 runs. All right, listeners, contact your NTI A representative, the elected person at the National Telecommunications and Infra Information Information Agency. Yes, speak to your uh Yeah. Yeah, let’s get this. Let this go. All right. When do you find out when? Well, you know, there was very clear information about down to the minute when applications were due, but there’s not a ton of clarity on when we will find out. So, you know, they are, they are meant to programs that are funded are, are meant to get started in January. So I anticipate we’ll hear, you know, in a couple of months, of course, and I will let you know, we’ll do an update. I’ll let you know you have my personal good wishes and I know nonprofit radio listeners wish and then good luck. Thank you. I appreciate all the good vibes would reverberate through the universe would be a transformative grant in terms of dollar amount and expansion of the program. Transformative. Yeah, 100% and staff are just so excited and hopeful about what it could mean for just helping that many more organizations, you know, do this good work. So we’re really excited and I admire intend for reaching for the sky because you have like a 2 to $2.5 million budget, annual annual budget somewhere in there. Um And you’re reaching for the sky and great ambitions uh only come to fruition through hard work and uh and thinking big. So thank you, even if you’re not, I don’t even want to say the words if you know, they should blunder if NTI A should blunder badly. Uh I still admire the, the ambition. Thank you. And no matter what, it’s a program that we know is transformative for communities and we wouldn’t stop it even if you know, they make a blunder and don’t, yeah, don’t tell. All right. Listen, don’t tell your NTI A representative. You said, don’t share that part of the conversation. All right. Thank you for sharing all that. And thanks for your support. It’s time for a break. Imagine a fundraising partner that not only helps you raise more money but also supports you in retaining your donors, a partner that helps you raise funds, both online and on location, so you can grow your impact faster. That’s donor box, a comprehensive suite of tools, services and resources that gives fundraisers just like you a custom solution to tackle your unique challenges, helping you achieve the growth and sustainability, your organization needs, helping you help others visit donor box.org to learn more. Now, back to A I organizational and personal. Let’s talk about artificial intelligence because this is not anybody’s mind. I can’t get away from it. I cannot. Uh I’m not myself of the concerns that I have. Uh They’re deepening my good friend George Weiner, uh you know, has a lot of posts, uh the CEO at the whale who I know you are, you are friendly with George as well. Talks about it a lot on linkedin uh reminds me how concerned I am uh about, you know, just the evolution. Uh I mean, it’s inevitable. This, this thing is just incrementally. This thing. This technology is uh is incrementally moving, not slowly but incrementally. I I and I, I cannot overcome my, my concerns and I know you have some concerns but you also balance that with the potential of the technology, transformative techno, the the transformative potential there. I’ll throw you. I was just gonna say, I totally agree. This is unavoidable. I can’t, you know, I cannot go a day without community organizations reaching out or asking questions or whatever and a place of reflection or, or a conversation that I’ve been having and I, I wanted to offer here, maybe we could talk about it for a minute. So, so listeners benefit by kind of being in, in one of these sides with us in the conversation is to think about the privilege of certain organizations to opt in or opt out of A I in the same way that we had for many years, you know, talked about the privilege of organizations in or, or not with social media generally. Like we think about Facebook and we go back, you know, 10 years, there were a lot of organizations who felt like they didn’t have the budget and like, practically speaking and they didn’t have the staff, well, certainly not the staff time but also not the staff confidence. Um I don’t even wanna say skills, but like even just the confidence to say, I’m gonna go build us a great website. They had a website, like they had a domain and content loaded when you went to it, right? But it wasn’t engaging and flashy and interesting and probably updated once, you know, and then Facebook was like, hey, you could have a page and oh, you can have a donate button and, oh, you can have this and oh, and you can post videos and you can, you know, it was like, well, why wouldn’t we do this? Right? And a bunch of our community members spend time on Facebook or maybe don’t even look for information on the broader web, but look for things within Facebook, you know, and, and have it on their phone and are using an app instead of doing an internet search, right? Like they’re, they’re going into Facebook and searching things. So they didn’t, those organizations didn’t feel like they had the privilege to opt out of that space, they had to use it because it came with some robust tools that did benefit them at the cost of their community data, all of their organizational content and data, right? Like it, it had a material cost that they maybe didn’t even understand. Right? And, and didn’t fully negotiate as like terms of this agreement. We’re just like, well, we have a donate button on Facebook and we don’t have one on our website, right? Not, not only, not only didn’t understand the terms, didn’t, didn’t know what the terms were right? Early days of Facebook, we didn’t know how and how many times how pervasive the data, data collection was, how it was going to be, how it was gonna be monetized, how we as the individuals were gonna become the product. And how many times did we talk? You know, I’m saying we like N 10 or, or folks who are providing kind of technical capacity building resources say you don’t know what could happen tomorrow, you could log in tomorrow and your page could look totally different, your page could work different, your features could be turned off. Facebook could just say pages don’t have donate buttons. And you know, I think folks felt like that was very, you know, oh, you’re being so sensational and then of course they would wake up one day and there wasn’t a button or the button really did work different, right? Like you people realize we’re not in control of even our own content, our own data. That’s right. The rules change and there’s no accountability to saying, hey, we need, do you want these rules to change? No, no, no, no, no. Like they set the rules and that was always of course a challenge. But we’re in a similar place with A I where folks aren’t understanding that the there’s, there’s no negotiation of terms happening right now. Folks are just like, oh, but I, I don’t have the time and if I use this tool, it lets me go faster. Because what do I have a, a burden of of time, I have so much work to try and do and maybe these tools will help me. And I’m not gonna say maybe they won’t help you. But I’m saying there’s a incredible amount of harm just like when folks didn’t realize, oh, we’re a, you know, we provide pro bono legal services and we’re based on the Texas border. Now, every person who follows our page, every person who’s RSVP do a Facebook event. Like all these people have a data trail we created that said they may be people that need legal services at a border, right? The there’s this level of harm that folks that are hoping to use these tools to help with their day to day work may not understand. I do not understand. Right. That’s coming in in silent negotiation of, of using these products. Right. And I think that’s, well, I can’t just in 30 seconds say, and here’s the harm like it’s, it’s exponential and broad because it could also the, the product could change tomorrow. Right. It’s this, it’s this vulnerability that isn’t going to be resolved necessarily. You, you said the word exponential and I was thinking of the word existential. Yeah. Both because I think I’m, I have my concerns around the human. Yes. Trade off is a polite way of saying it. Uh Surrender is probably more, is more in line with what I’m what I feel. Surrender of our humanity, our, our, our creativity, our thinking. Now our conversations with each other. One of the, one of the things that George posted about was a I that creates conversations between two people based on the, the, the large language that, you know, the, the, the data that you give it. It’ll have a conversation with itself. But purportedly, it’s two different people purportedly. Uh and I’m using the word people in quotes, you know, it’s a, a, a conversa. So the things that make us human. Yeah, music, music, composition, conversation, thought, staring and, and our listeners have heard me use this example before, but I’m sticking with it because it’s, it, it still rings real staring at a blank screen and composing, thinking first and then composing. Starting to type or if you’re old fashioned, you might start to pick up a pen, but you’re outlining either explicitly or in your mind, you’re thinking about big points and maybe some sub points and then you begin either typing or writing that creative process. We’re surrendering to the technology, music composition. I don’t compose music. So I don’t know the, but it’s not that much similar in terms of creative thought and, and synapses firing the brain working together, building neural nodes as you exercise the brain, music composition is that that probably not that much different than written composition. Yeah, brain physiologists may disagree with me but I think at our level, we you understand where I’m coming from and I’m kind of dumping a bunch of stuff but you know, but that’s OK. II I am here as a vessel for your A I complaints. I will, I will witness them. We can talk about them artificial intelligence. Also from George, a post on linkedin that reflects on its own capacity that justifies you. You ask the um the tool to reflect on its own last response. How did it perform? You’re asking the tool to justify itself to an audience to which it wants to be justifiable in, right? The tool is not going to dissuade you from using it by being honest about it, how it evaluates its last response. Well, yeah, I mean, I think, I don’t know, generative A I tools, these major tools that folks you know, maybe have played with, maybe use whatever you know, are programmed, are inherently designed to appease the user. They are not programmed, to be honest, they are. That, that’s an important thing to understand my point. We have asked the tool, what’s two plus two? Oh, it’s four. We’ve responded. Oh, really? Because I’ve heard experts agree that it’s five. Oh, yes, I was wrong. You’re right. It is 50, really? You know, I read once that it’s 40, yes, you are right. It really is four. OK. Well, like we, no experts agree that two plus two is five. So I think we’ve already demonstrated it’s going to value appeasing the user over, you know, facts. Um And that’s again, just like part of the unknown for most, at least casual users of generative A I tools is why it’s giving them the answers, it’s giving them. And what’s really important to say is that even the folks who built these tools and not tell you they do not know how some of this works. Some of it is just the the yet unknown of what happened within those algorithms that created this content. So if even the creators cannot responsibly and thoroughly say this is how these things came to be. How are you as an organization going to take accountability for using a tool that included biased data included, not real sources and then provided that to your community? Right? I think that string of, well, we just don’t know is not going to be something that you can build any sort of communications to your community on. Right. That, that is such a, a thin thread of, well, even the makers don’t know. Ok. Well, we have already seen court cases where if your chat bot told a community member this is your policy and it entirely made it up because that’s what, that’s what generative A I does is make things up. You as the organization are still liable for what it told the community. OK. If I, I agree with that, actually, I think that you should have to be liable and accountable to whatever you’ve you’ve set up. But if you as a small nonprofit are not prepared to take accountability and to rectify whatever harm comes of it, then you can’t say we’re ready to use these tools. You can only use these tools if you’re also ready to be accountable for what comes of using them, right? And I hope that gives folks pause, you know, it’s not just, well, you know, I talked about this with some organizations that, well, we would never, you know, take something that generative A I tools gave us and then just use it. We would of course edit that. Sure. But are you checking all the sources that it used in order to create that content that you’re, then maybe changing some words within? Are you monitoring every piece of content? Are you making sure that generative A I content is never in direct conversation with a community member or program, you know, service delivery uh recipient. How are you really building practical safeguards? Um You know, and I’ve talked to organizations who have said, well, we didn’t even know our staff were using these tools because we just thought it was obvious that they shouldn’t use it. But our clinical staff are using free generative A I tools putting in their case notes and saying, can you format this for my case file? OK. Well, there’s a few things we should talk about that. Where the hell did that note go? Right. It went back into the system. But it’s because the staff person thought, well, they can’t see that the data went anywhere because it’s just on their screen and they’re just copy pasting it over again. The harm is likely invisible at the point of, you know, technical interaction with the tool. The harm is from leaking all of that into the system, right? Um What happens to those community member? Oh my gosh, it’s just like opening, not just a door to a room but a door to like a whole giant convention center of, of challenges and harm, you know. All right. So we, we’ve identified two main strains of potential harm, the, the, the data usage leakage, the, the impact on our people in the uh getting our, getting our services um and even impact on people who are supporting us, trusting us to to be ethical and even moral stewards of data. So there’s everything at the organization level and I also identified the human level. Yeah. Yeah. And I think that human piece is important and, and not maybe on the direction that I’ve seen covered in, you know, blog posts and things. I, I, I’m honestly not worried in a massive way as like the predominant worry related to A I not to say this isn’t something that people could, should think about. But I don’t think the the most important worry about A I is that none of us will have jobs. I, I do think that there’s, there’s a challenge happening on what the value of our job is and what, what we spend our time doing. Because if folks really think that these A I tools are sufficient to come up with all of your organization’s communications content and then you are, then you still have a communication staff person, but you’re expecting them to do 10 times the amount of work because you think that the, you know A I tools are going to do all of the content, but they have to go in there and deeply edit all of that. They have to make sure to use real photos and not photos that have been, you know, created by A I based on what it thinks, certain people of certain whatever identities are like it, they don’t now have capacity to do 10 times the work, they’re still doing the same amount of work just in different ways if, if they’re expected to do all this through A I, right, just as, as one example. And I think organizations that can stay in this moment of like hyper focus on, on A I adoption really clear on what the value of their staff are, what their human values are that, you know, maybe you could say you’re serving more people because some of the program participants were, you know, chatting with a bot instead of chatting with a counselor. But when you look at the data of what came of them chatting with that bot and they are not meeting the outcomes that come from meeting with a human counselor. Are, are you doing more to meet your mission? I don’t know that you are, right? So I’ll give you that that’s data sensitive. It could be, I mean, there, there are, there are potential efficiencies. Sure. And, but, you know, are we, are we as an organization achieving them, right? And staying focused on not just, well, this number of people were met here, but were they served there? Were they meeting the the needs and goals of why you even have that program, you know, versus just the number of like this many people interacted with the chatbot? Great. But, but that’s a, yeah, but I’m gonna, I’m gonna assume that um you know, even a half a sophisticated an organization that’s half sophisticated before a, I existed had more than just vanity metrics. How many people, how many people chatted with us in the last seven days? I mean, that’s near worthless. I mean, you, you, I mean, it might be, I don’t know, Tony, I don’t know how much time you spend looking at the grant reports of, lots of times I don’t spend, I don’t spend any time. All right. Well, no, maybe it’s, maybe it’s the worst, worst situation than I think. But I, I mean, ok, so I’m, I’m, I’m assuming that there’s, but my point is the appropriate the valuable, the value of people. So, I mean, we should be applying the same measures and accountability to artificial intelligence as we did to human intelligence as we still are. We’re not, we’re not cutting any slack like it’s a learning curve or. So, you know that IIII I want our, our folks to be treated just as well in equal outcomes by the, by the intelligence that’s artificial as I do by the, by the human processes, right? And it’s, you know, I don’t want to go through this and say, have folks think like you and I are here to say everything is horrible. You could never use A I tools which like everything is horrible. Look around at this world. We got, we had some work to do. You know, there are spaces to use A I tools. That’s not what we’re saying. But the place where a lot, I mean, I’ve been talking to just hundreds and hundreds of organizations over the last 18 months and so many organizations like, oh, yeah, we’re just gonna, like, use this because it’s free or? Oh, we’re just gonna use this because it was automatically enabled inside of our database. Ok. Yeah, if it was so free and convenient and already available that should give you pause to say, why is this here? What is actually the product and the price? Uh if I give this back to the face, the Facebook analy. Right. Exactly. Exactly. And you can use A I tools when you know what is the product and the price. What are the safeguards? What is this company gonna be responsible for if something happens? What can I be responsible for? Yes, there are ways to use these tools. Is it to like copy, paste your paste file notes? Like probably never may that should just like, maybe we just don’t do that, you know. Um But sure, maybe there are places I had this really great example. I don’t know if I told this to you, but um an organization was youth service organization creating the Star Wars event and they were trying to like write the, like the evi language in like a Yoda voice. And they’re like three staff people are sitting there trying to come up with like, well, what’s the way a Yoda sentence works? You know, and they’re like they just put in the three sentences of like join us at the after school, blah, blah, blah, right? And said make this in Yoda’s voice and they copied, they were able to then use them. Right? Great. That was three people’s half an hour eliminated. They all they have the invite, right? The youth participants data was not included in order to create this content. You know, like there are ways to use these tools to really help. And I think we’ve talked about this briefly in the past, I really truly feel the place that has the most value for organizations is gonna be building tools internally where you don’t need to rely on. However, you know, these major companies scraped all of the internet to build some tool, right? You’re building it on. Well, here’s our 10 years of data and from that 10 years, you know, we’re going to start building a model that says, oh yeah, when somebody’s participant history looks like this, they don’t finish the program or when somebody’s participant history looks like this. Oh, they’re a great candidate for this other program, right? And you can start to build a tool or tools that help your staff be human and spend their human time being the most human impacts for the organizations, right? Um but oh very few organizations honestly are in a position to start building tools because they don’t have good data, they could build anything off of, right. Um they maybe don’t have budget staff systems that are ready to do that type of work. But I do think that is a place where we will see more organizations starting to grow towards because there is there’s huge potential value there for organizations to, to better deliver programs, better services, better meet needs by using the data you already have by learning by partnering with other organizations that maybe serve the same community or geography or whatever, you know, and say, yeah, how can we can like really accelerate our missions versus these maybe more shiny generative A I public tools that you know, the vast majority of the internet is flaming garbage. So a tool that’s been trained off of the flaming garbage, you know, it’s not going to take a long time for it to also create flaming. So be cautious if you’re thinking about using artificial intelligence to create your internal A I tool. Right. Right. So there, there, there’s a perfect example of the, the a good use case but also uh a um a concern, a a limitation, a qualification. That’s the word I was looking for 61. These words, sometimes the words are more elusive than I would like a AAA qualification. Um Its time for Tony’s take two. Thank you, Kate. In the gym. There are five places where there’s squirt bottles of uh sanitizer and paper towel dispensers and each location has a sign that says please clean the equipment after each use. And one of these stations uh is right next to the elliptical that, you know, I do. It’s actually the first thing I do. I walk in the room, take off my hoodie and just walk right to the elliptical twice. Now, I’ve seen the same guy uh not only violate the spirit of the signs but the explicit wording of the signs because this guy takes himself a couple of uh, downward swipes on the paper towel dispenser. So he grabs off a couple of towel lengths and he squirts it with the sanitizer that’s intended for the equipment and he puts his hand up his shirt and he cleans his, his pecks and, and his belly and it’s a sickening thing. I’ve seen it, it’s not a shower, it’s a, it’s a, it’s an equipment cleaning station. And, uh, so I, I, I’m imploring this guy. Yeah. Yeah. I, I guess I’m urging you to, uh, I’m just sharing because I don’t think anybody else does this. Uh, is there anybody else out there who does this? Probably not and not with these like surface sanitizers? It’s, it’s not a, it’s not a, like a, a hand sanitizer. It’s, it’s for equipment. So, you know, in the squirt bottle. So it’s not even appropriate for your skin. It is, it’s to clean hard plastic and, and metal and this guy uses it on his skin. So I’m, I’m waiting for the moment when he puts his hands down his pants so far, he’s just lifting his shirt. I, I’m waiting for when he puts his hands down his pants. Then I’m, then I’m calling him out. That’s, that, that’s beyond the pale. He, that requires revocation of your membership card. So, sir, the sign says, please clean the equipment after use. It’s not your equipment. That is Tonys take two. Kate. Does your gym offer like a shower room or a locker room? Yeah, there’s a shower. Yes, that’s a good question. Yeah, there’s a shower in the men’s room. Yeah. And he’s cleaning up there. It’s very strange. It’s gross. It’s gross. He sticks his hand up his sweaty t-shirt. Well, let’s hope he doesn’t go lower than that. Exactly. We’ve got bountiful book who bought loads more time. Here is the rest of A I organizational and personal with any sample ward. Yes. And we have, I, I would make sure that you have the link to include in like the show notes description. But, um, totally for free. And 10 doesn’t get any money. You don’t have to pay for anything. And 10 has free resources for creating, for example, uh, uh A I use policy for your organization that says, what are the instances in which you would use it or what are the instances in, in which you wouldn’t or, um, what types of content will you, you know, can staff copy paste versus what content or data can can they not um there’s templates for how to talk to your board about A I um how, how to build. Like we’ve actually looked at the tools and these ones we’ve approved for you to use. These ones are not approved, you know, all these different resources totally free and available on the end 10 website and none of them have decisions already made. We don’t say you can use this tool or you can’t use this tool or we recommend this use or not this use. Because ultimately, we, we are not going to make technology decisions for other organizations, but we want you to feel like whatever decision you made, you made it by thinking of going through the right steps, asking the right questions so that you can also trust your own decision, what whatever decision you come to, right? And that you have some templates to fill in um that were all created by humans designed by humans published by humans um to help you in that work. Um I think especially, you know, the, the the how to talk to your board and the um like key considerations, documents really just ask a lot of questions and say, you know, how different is it, if you’re say a animal foster organization and you’re thinking, OK, is a I appropriate for us to use versus uh that youth social service organization? OK? Very different considerations, right? And just helping people talk that through and, and see that the considerations are different for different organizations, I think is really valuable. As again, you consider ta facilitating conversation with your board. They’re also coming from very different sectors, maybe job types, backgrounds, experiences with A I. And so just like in your staff, there needs to be some level setting in how you talk about A I, because not everyone knows what A model is. Not everyone knows what a large language model. You know, these are words that have to be explained and kind of put out of the way and then to say, hey, it’s not all one answer. Not everybody needs to use every tool. And, and how do you talk about that, that with your teams going back to the Facebook analogy, you want to avoid the board member who comes to you and says, you know, artificial intelligence, we can be saving money, we can be doing so much more work. We can, we don’t even need a website. We have a Facebook page website. We’re not even sure we need all the staff that we have because we’re gonna be able to, we’re gonna have so much efficiency. So, you know, we need to OK. OK. Board member. All right. Yeah. So we’ve been here before. I mean, it’s, you know, probably I’m just gonna go out a limb and say it’s probably the same board member who had every board meeting says, does anybody know Mackenzie Scott? How do we get one of those checks. Right. Why don’t we get the Mackenzie? Yeah. Right. Right. Right. All right. Um, what else? Well, I was gonna also offer some of the questions that we’ve been getting, as, you know, we’ve been engaged with, um, a number of different organizations through some of our cohort programs and, you know, trainings for, for over a year now. And so maybe last year we were talking to them about, OK, let’s make sure you have a data policy, like just as an organization, do you have a data privacy policy? Do you know, so that anything you then go build, that’s a I specific whether that’s building a policy, building practices, building a tool, you, you have policies to, to kind of foundation off of, they’ve done that work, you know, now they’re looking at different products, they’re trying to create these uh you know, lists of like here’s approved tools for staff, here’s approved ways staff can use them. And just like we see with our Cr MS with our, you know, you know, email marketing systems, then they come back and they’re like, well, we, we reviewed it, we did everything and now it’s different now it’s a different version. Now they rolled out this other thing. Yes, like that is the beauty and the pain of technology, right is that it’s always changing and that we don’t necessarily get to authorize that change that it just happens. And so the rules change. Yeah. And so folks have been asking us, well, you know, how, how do we write policies with that in mind? And I think, um you know, if you are thinking about creating like that approved product list and, and you know, tools that aren’t approved or whatever, being really clear that these products have version numbers just like anything else. And so instead of just writing Gemini Chat G BT, you know, be specific about when did you review this and, and maybe approve it for use? Which addition was it that you were looking at? Is this a paid level? So staff could say, oh, it doesn’t look like I mine doesn’t say pro or you know, whatever it might be, right? Oh, I must be in the free one. OK? I need to get into our organization’s account or something. So the more clarity you can provide folks because right now of course, they could just do an internet search and be like, oh, there’s that product name, I’m gonna go start using it. It’s on the approved list. Um You know, folks, again, there may be new terms, maybe new product names that we’re not used to saying. And so folks aren’t as accustomed to looking at, oh, this is a different version of Chat GP T than this one was, you know. Um So just putting that out there for folks to keep in mind that these tools are, are really operating just like others that you are used to and there’s less of course documentation. But I’ve the questions we’re getting from folks is like, you know, the point I made at the beginning we can’t see anywhere in the documentation that explains why this is happening, right? They do, how could they document when the answer is, we also don’t know why that happens, you know, and so when you are talking to staff, especially if you’re saying, hey, these are approved tools and we have these licenses or here’s how to access them, training your staff on how to be the most human users of A I tools is to your kind of connecting to your human point going to be really important because we don’t want folks to feel that because they don’t necessarily understand how the mechanics of how it works. They’re just going to trust it without questioning the content or questioning, you know, for a lot of organizations who have built internal tools just as an example. It takes dozens of tries just to get the the model. Right. Right. So these other tools, of course, they’re not gonna be perfect isn’t real and perfect is absolutely not real with technology. So training staff, I’m like, how would I, how, how do I have some skepticism? How do I question what I’m seeing? How do I, how do I say even if it was internally built? This data doesn’t look, right. That doesn’t match my experience of running this program so that we don’t let it slip. Where? Oh, gosh. Oh, it was working that way for a long time. That’s also, um, I think, uh, a space where we as humans can be our most human, uh, you know, have some value add as humans. But again, staff need to be trained that they are meant to question these tools. Um, because that’s not, you know, I don’t know, a lot of organizations were like question the database. No, they’re like on the database, put everything in the database, right? And now we need to say no question, that report. It does that match your experience, you know, there was a long ramble but oh, absolutely valuable. The human, yeah, I the human contribution and of course, my concerns are even at, at the outset, you know, the, the early stage the seeding, the create seeding or surrendering the create creative process. Uh And now le let’s chat a little about this, the, the um the conversations. Yeah, I listened to the, I know the, the example that you mentioned earlier that George posted it was for podcasting. It, it was a podcast conversation around this and he gave them some, you know, some whole, some whole whale content and the two, the two were going back and forth and having a, a conversation. Yeah. Yeah, I listened to it and one thing I was curious if, if you caught as the pod father yourself um you know, it came across, you know, I’ve been had opportunities to see um a number of different generative A I tools and, and things closer to the, to the front edge of what things can do that are specifically like, you know, taking just a few seconds of you and then creating you. Um So hearing just like these, these could be any voices, these could be any people is like, yeah, OK. This is, this is what a I can do. It’s, it’s spooky. But when you listen to it, you can hear either you have a very bad producer and editor, you know, or this is a I because there’s certain um phrases that got reused multiple times, not just literally the audio clip of this whole sentence, you know, and the, and the intonation, the whole sentence clip was reused multiple times. Um So one of them, I think one of them was along the lines of that’s a really interesting point. Yeah. Yeah. And well, and there was one that was like describing the product. So it must have come from the page, you know, whatever source content um was provided. But, you know, it’s, I think that some of that is there and we as individuals, we as a society will decide if we give it value or not, if it’s, if it’s worth it to people to make podcasts through A I because we give it attention or we don’t like, I just I think naturally that will be there. Can I, can I just go on record or at this, at this stage and say that, that, that idea disgusts me. Oh, totally. But I do. And I, I realized that’s what Georgia’s Post was about. That. It’s now well, within conceivable, well, well, possible to create an hour long podcast of an artificial conversation based on an essay that somebody wrote some time. Oh, totally. Totally. I don’t. But I’m saying the reason, yeah, I agree with you. But I’m saying the way we, you know that toothpaste doesn’t go back in the tube by us, like we can’t turn it off generative A I tools can already make that. So we as, as individual consumers of content and as a society need to either say we’re gonna allow that and value it or we’re not, right? And, and not make, not provide incentive for organizations or companies to, to make that and, and distribute it. But I also think that the place in that kind of um video, audio kind of multimedia content that, that A I tools have capacity and will continue having more capacity to build is much more important than you. And I talked about this a number of months ago around Miss and disinformation is it’s one thing to say, made up voices, making some podcast about content like that’s garbage, right? But we can’t just like throw away the idea that that’s technically possible because organizations need to know A I tools are already capable of creating a video of your CEO firing your staff. You need to be prepared to say that was a spoof this is, this is how we’re gonna deal with this, right? Um Because while the like maybe further separated from our work, the idea of like content could just be created that way you and I can say we don’t value that whatever, but these tools are capable of, of spoofing us as, as people, as leaders, as organizations. You know, what, what would it look like if there was a video from your program director saying that everybody in the community gets a grant and you’re a foundation, right? Like these, these are real issues and I don’t want folks to confuse how easy it may feel for us to have an opinion that some of this A I generated uh content isn’t a value with the idea that it, it there isn’t something there to have to come up with strategy and plan for because, you know, we can say that’s garbage. But those same tools that made the garbage could make your spoof, you know, also labeling. Yeah, I don’t, I don’t, I don’t trust every A I generated podcast team. I’m not, I’m not gonna call them hosts because there is no host um to, to label the content. I don’t trust, I don’t trust that that’s gonna happen because it was artificially generated. It’s not a real conversation. Yeah. Hello. For everyone that’s listening. Human Amy is here talking with human and Tony who I can see on the screen with me. Boycott your local A I podcast. I, I don’t know. There’s not, there’s not a solution. You’re right. We can’t, we can’t go back. I’m just voicing that we can say that it’s not something we value, we can say that this is why we don’t value it, right? The art of conversation, listening, assimilating, responding, listening again, respond, assimilating and responding. That that is an art uniquely. Well, maybe it’s not uniquely human. I don’t know if deer have conversations or, or what and we know whales do. So I take that back. It’s not, it’s not uniquely human, but at at our level, it, you know, it’s not just about we, we don’t converse merely to survive, merely to warn each other of threats. I’m suspecting that in the animal in mammal kingdom that wait are animals, mammals are mammals, animals? No, and I think it’s I think it’s a Venn diagram. Oh, so they’re separate. Ok. So there’s a two king kingdom phylum class order family genus species. I got that. I got that out of high school biology. I can, I can say it in my sleep kingdom phy class order family genus species. All right. In the animal kingdom. My suspicion is that more of the communication is about maybe like basic, like there’s a good food source. There’s a threat, uh, teaching young, don’t do that things like that. Survival more base, I doubt. You know, it’s about the aesthetic of the forest that the deer are in. But even if the birds are talking about the way the sunlight comes through the leaves, they are still alive. And I think what you’re trying to draw a distinction between is the value and even beauty of us having a conversation and the value of what comes of that conversation in our own minds and our own learning. But in this case, it’s recorded so other folks could hear it and, and I guess listen to it or be impacted by it versus it being a technical mechanism where we say, OK, here’s a long paper. Go make it sound like two people are discussing this, right? That’s not that that doesn’t fit the criteria of what we want or need to value in a world, that’s the world we want, right? Yes, the art of conversation, think something you look forward to, not something that you do out of necessity, right? And you know, there’s, I think a place where especially at end 10 conversations around A I have come back to is opportunities that A I tools may present for um different ways of learning different ways of accessing information. But again, those aren’t necessarily uh come up with two podcast host voices and then have them have a conversation about this, this research report you know, a lot of those tools could be made better but already exist, you know, different forms of screen readers apps that can help someone um maybe navigate the internet or, or, you know, summarize um documents to help them because they don’t want to read a 50 page document or they can’t read it for, you know, visually on the screen. So I think there’s space there. But again, it’s because you’re trying to preserve what is most human. And that is that user who maybe needs um accommodations of, of something that technology can provide. It’s not OK, let’s use technology to co create something separately over here and just hope people consume it, right? And to be clear, George didn’t post that thinking. Oh, great. Now everyone will want to consume this. No, it was, it was a demonstration. Um But I, but I, again, I’m just using that as a place to say, yes, there’s even conversations to say great, what accessibility could this create an agenda for, for our users? Right? But what’s most human is those users and their actual needs and not, you know, look what A I could do. Let’s just make different types of content, right? The last one I wanna raise is uh the one that caused me to use the word dystopian as I was commenting on uh commenting on Georgia’s Post, which was um the A I self reflection using uh having A I justify itself to the users that it is trying to attract and, and then relying on that, that as a, as an insightful analysis, as a thoughtful reflection, as, as contemplative of its own work that, that, that it’s doing those unique, those I think are uniquely, uniquely human actions, introspection, introspection, contemplation, pondering. How did I do? How did I perform? How can I do better? These might be uniquely human. I would argue there are a number of humans, I can see that don’t um Well, but I didn’t say I didn’t. That’s a different population. Now, you’re taking the whole, the whole human population. I’m talking about the contemplative ones. Yes. And there are, there are uh humans who are not at all introspective and questioning whether they could have done better and learning from their, from their contemplations. But I think those are all uniquely human activities. And we’re at, we’re now asking A I to purportedly duplicate those processes and analyze and contemplate its own work. Yeah. And as you said earlier, II, I and I, I certainly don’t trust it to be genuine and truthful. If, if A I is capable of truth, we’ll put that, we’ll put that existential question aside uh in its, in its analysis of its own work because as you, as you pointed out, the tools are built to, to be used by humans and the tools are not going to condemn or even just criticize their own work. Yeah, but we’re Yeah. And I think you heard of the challenge but there, I’m sorry, but, but there are humans who are deceiving themselves into thinking that, that the analysis and contemplation is accurate and uh genuine. Yeah. And I think part of the challenge I was gonna name is just that, that, that we as users, I’m not saying you and I uh individually but we as the human users of these tools are also setting ourselves up to be just, you know, dishonest in our use because we are bringing inappropriate or misaligned expectations to the product. We cannot, we, we cannot expect a tool that’s designed to appease us and to lie at the cost of giving an answer, you know, like uh we just wanna be able to do this to thoughtfully and honestly reflect on that or to say no, there is no answer, right? Um However, we had was the tools are designed to appeal to us. Right. Right. And when we are talking about that to be clear, you know, we’re really talking about generative A I tools, tools that are designed to generate some new content, new sentences, new answers, whatever we’re asking of it back to us A I itself is just such a massively blanket term that I don’t want folks to think nothing that could be considered an A I tool could be trusted to generate an answer because we’re, we’re specifically talking about generative A I there. But, you know, say you had like a machine learning uh model that was looking at, you know, 30 years of your program participant data. Well, that’s probably already a tool that isn’t set up to generate content. Uh You know, it’s not coming up with new participant data. It’s looking at the patterns, it’s flagging when a pattern meets the criteria, you’ve presented it to, you know, it’s maybe matching that data to something else. But again, you’ve said here are the things you could match it to et cetera. So this is not to say, Tony and Amy say never trust technology. They say bring expectations that are aligned to the tool differently to every tool that, that you’re coming to that hypothetical tool that you just described is being set on uh asked to evaluate your data, not its own data. It’s to evaluate your performance, your data set. It’s not being asked to comment and on and criticize or, or complement its own data. That’s the, that’s, that’s the critical difference. Yeah. No. Yeah. Yeah. No, nobody here is saying, well, not, I’m not saying that you’re saying we are, but you’re, you’re wise to remind listeners we’re not condemning all uses of generative uh A I large language models, but just to be thoughtful about them and, and understand what the costs are. And there are, there are costs on the organizational level and there are costs on the individual human level and, and the you, you comment on the organizational level because you think more at that level. But on the human level, another level layer to my concern is that the cost is quite incremental. Mm It’s it, it our creativity, our art of conversation, our our synapses firing. It’s just happening slowly with each usage, we become less thoughtful composers, less critical thinkers and it just so incremental that the change isn’t noticed until until in my critical mind, it’s too late and we look back and wonder how come I can’t write a letter to my dad anymore? Why am I having such a hard time writing a love letter to my wife, husband, partner? Yeah. What there are, I know someone who uh is a new grandmother and she has a little kit where you write, you write letters to your grandchild and they open them when they’re whatever, 15 or 20 years old, like a time capsule. Why am I having trouble composing a uh a short note to my grandchild? Right. Well, and I think, you know, just honestly, as a person in this conversation, not, not speaking, you know, um from an organizational strategy perspective, I think as a person that is your friend, Tony, you know, I would say, I don’t personally have a pro, I can write a letter and I’m, I, and I think a strong communicator, I, you know, it’s hard to make me stop talking. So, you know, I, I could write a letter. I know, for other folks, even without a, I, they might say, well, what goes in the le like, I just, what, what do I put in there? What are the main things I should cover whatever? And I’m, I actually have less, maybe of a strong reaction to the idea that somebody would use generative A I to come up with. OK, what are the three things I should cover in my letter? And then I’ll go write the sentences and more that what I hear underneath what you’re saying is actually the same, I think important value I have and, and wrote about in the book with a fua et cetera, which is in the world I want in this, in this beautiful equitable world where everyone had their needs met in the ways that best meet their own needs. Technology is there in service to our lives and not that we are bending our lives in order to make technology work, right? And maybe in that beautiful equitable world, there are people who, who have a technology. Is it an app? Is it called A I anymore? You know, whatever it is that says, hey, Tony, don’t forget today is the day you write the letter to your dad. It’s, it’s Friday, you always write it on a Friday or whatever, right? And, and make sure that you do it because you know, it makes you feel happy to write that letter. Maybe that’s true. Maybe in that world. There are some people who have a tool that help them remember to do that. But, but what’s important to me and what I think I hear and what you’re saying is important to you is that technology is there because we need it and want it and that it is working in the ways we need and want it to work and not that our lives are, are influenced and shaped in order to adjust to the technology. Yes, I am saying that I just, I am concerned that the, that our, our changing is beyond our recognition. We don’t see ourselves becoming less creative and I’m not even only concerned about myself. I, I can write a letter and I think uh 90 I’ll still be able to write a letter. But there are folks uh who are infants now, those yet to be born for whom artificial intelligence is going to be so much more robust, so much more pervasive in, in ways that we, we can’t today imagine, I don’t think. Yeah. And what are those humans gonna look like? I don’t know, maybe they’ll be better humans, maybe they will. I’m open to that but I like the kind of humans that we are or, you know. Uh so, but, but I I’m open to the possibility that there’ll be better humans. But what will their human interactions be? Will they have, will they have thoughtful conversations? Will they have human moments together that are not artificially outlined first and maybe even worse, you know, constructed for them. I don’t know. Uh but some of the, some of my concern, although, although some of my concern is about those of us who aren’t currently living and have been born and across the generations less for older folks because their interactions with artificial intelligence are fewer if you’re no longer in the w if you’re no longer uh working your, your interactions with artificial intelligence may, may be non existent. Um And I think, I think it’s natural as you’re older, you’re less likely to be engaging with the tools than if you’re in your twenties, thirties, forties or fifties. Well, my very human reflection on today’s conversation is that uh it is usually the case that we start talking about any type of technology topic and you constantly interject that I need to be practical. I need to give recommendations. I need to explain how to do things and I appreciate and welcome you joining me over here in theoretical land about the impact of technology broadly across our work, across our missions, across our communities, across our future. Um Welcome, welcome to my land, Tommy. Uh I have appreciated this, this one time opportunity to let go of the practical tactical advice and to, you know, have what I hope listeners, um you know, had some thoughts, had some reactions, uh truly email me any time. But, you know, I, I hope that if nothing else, it was an opportunity for folks to witness or kind of listen in as and maybe you were talking to yourself in your own head, you know, of, of a conversation about what these technologies can be, what, what we need to think about with them. Because in any technology conversation, I think it’s most important to talk about people. Uh That’s the only reason we’re using these tools, right? People made them people are trying to do good work with them. So, so talking about people is, is always most important and, and I hope folks take that away from this whole long hour of A I. Thank you for a thoughtful human conversation. Yes, Amy Sample Ward. They’re our technology contributor and the CEO of N 10. And folks can email me Tony at Tony martignetti.com with your human reactions to our human conversation. Thanks so much, Tony. It was so fun. My pleasure as well. Thank you. Next week, a tale from the archive. If you missed any part of this week’s show, I beseech you find it at Tony martignetti.com were sponsored by donor box, outdated donation forms, blocking your supporters, generosity, donor box, flexible and friendly fundraising forms for your nonprofit donor box.org. Our creative producer is Claire Meyerhoff. I’m your associate producer, Kate Marinetti. The show, social media is by Susan Chavez la Silverman is our web guy and this music is by Scott Stein. Thank you for that affirmation. Scotty you’re with us next week for nonprofit radio, big nonprofit ideas for the other 95% go out and be great.

Nonprofit Radio for June 10, 2024: Future-Proof Your Nonprofit With Apps, Tools & Tactics

 

Jason Shim & Meico Marquette Whitlock: Future-Proof Your Nonprofit With Apps, Tools & Tactics

Jason Shim and Meico Marquette Whitlock return from the 2024 Nonprofit Technology Conference, with their annual collection of tech to help you manage your tech. From collaboration to inbox management, from transcription to hidden Zoom tools, this panel will help you find greater balance and efficiency. Jason is at the Canadian Centre for Nonprofit Digital Resilience and Meico is The Mindful Techie.

 

 

 

 

 

Listen to the podcast

Get Nonprofit Radio insider alerts!

I love our sponsors!

Virtuous: Virtuous gives you the nonprofit CRM, fundraising, volunteer, and marketing tools you need to create more responsive donor experiences and grow giving.

 

Donorbox: Powerful fundraising features made refreshingly easy.

Apple Podcast button

 

 

 

We’re the #1 Podcast for Nonprofits, With 13,000+ Weekly Listeners

Board relations. Fundraising. Volunteer management. Prospect research. Legal compliance. Accounting. Finance. Investments. Donor relations. Public relations. Marketing. Technology. Social media.

Every nonprofit struggles with these issues. Big nonprofits hire experts. The other 95% listen to Tony Martignetti Nonprofit Radio. Trusted experts and leading thinkers join me each week to tackle the tough issues. If you have big dreams but a small budget, you have a home at Tony Martignetti Nonprofit Radio.
View Full Transcript

Hello and welcome to Tony Martignetti Nonprofit Radio. Big nonprofit ideas for the other 95%. I am your aptly named host and the pod father of your favorite abdominal podcast. Oh, I’m glad you’re with us. I’d suffer with Jejune. Oily, JJ June. Well, uh JJ June, Jun Ol, did you know I, I did you know ill. Did you know? I welcome to Tony Martignetti Nonprofit Radio. Big nonprofit ideas for the other 95%. I’m your aptly named host and the pod father of your favorite abdominal podcast. Oh, I’m glad you’re with us. I’d suffer with Je Juno iliitis if I had to digest the idea that you missed this week’s show. But first we have a listener of the week, Sharry Smith or it could be Chary. It’s either Cherry or Sherry. I’m gonna say Sherry, but it could be Cherry Sharri Smith from Portland, Oregon. Sharri gave us a shout out on linkedin when she was listing her favorite podcasts for nonprofits, Shari Shari Shari Shari. Thank you. Thank you very much for doing that. Uh You had a couple of other podcasts listed. Um Yeah, they, they’re, they’re good, you know, II, I know them. Uh hm. Ok. They’re good. But nonprofit radio is on the list. That’s the one that’s the one you want. So Sharry Cherry, thank you very much listener of the week this week. Thank you so much, Sherry. Here’s our associate producer, Kate with what’s going on this week? Hey, Tony, congratulations, Sherry. This week we have future proof your nonprofit with apps, tools and tactics. Jason Shim and Miko Marquette Whitlock return from the 2024 nonprofit technology conference with their annual collection of tech to help you manage your tech from collaboration to inbox management, from transcription to Hidden Zoom tools. This panel will help you find greater balance and efficiency. Jason is at the Canadian Center for nonprofit Digital Resilience and Miko is the mindful techie on Tony’s take two chatty gym guy were sponsored by virtuous. Virtuous, gives you the nonprofit CRM fundraising volunteer and marketing tools. You need to create more responsive donor experiences and grow, giving, virtuous.org and by donor box, outdated donation forms blocking your supporters, generosity, donor box, fast, flexible and friendly fundraising forms for your nonprofit donor box.org. Here is Future Proof your nonprofit with apps tools and tactics. It’s a pleasure to welcome back, Jason Sim and Miko Marquette Whitlock to nonprofit radio. Jason is Chief Digital Officer at the Canadian Center for nonprofit digital resilience. How can we harness technology to make a difference in the world? That’s the question. Jason loves to explore with organizations. He’s on linkedin and the center is at CCNDR dot C A Miko Marquette Whitlock is the mindful techie. He’s a workplace well being strategist who helps mission driven professionals prioritize their well being so they can elevate their well doing. He’s also on linkedin and his practice is at Mindful techie.com, Jason and Miko. Welcome back to Nonprofit Radio. Thanks for having us for having us. This is a tradition. Uh We, we didn’t get to talk at the nonprofit technology conference proper, but uh we’re, we’re, we’re filling in now uh with your annual sort of review of apps techs and uh uh apps, apps uh tools and tactics. And it’s actually quite appropriate, I believe because we’re recording on uh May 1st. It’s May Day in much of the world, not celebrated so much in the US and Canada uh celebrating uh labor organizing and labor rights. However, in the US and Canada, nonprofit workers certainly uh have a right to the apps, tools and tactics that will make their work more balanced and productive. So I’m sure you agree, you both agree with that, right? We can come to terms on that. So, so why don’t we proceed? Uh Let’s go alphabetically by uh first name. So Jason, uh you go first, you get to introduce the first uh apps tools and, and tactic. Yeah. So thank you, Tony. Uh So before we jump into the, the tools, I think uh you know, 11 thing that we definitely, you know, keep in mind when talking about tools is, you know, the concept of tiny gains. And so, you know, having um the uh kind of perspective that, you know, uh one to the power of 365 is one, but 1.01 to the power of 365 is 37.7. And so, you know, that that notion of improving bit by bit, you know, 1% each day is kind of how we look at these tools that, you know, it’s not going to be, you know, uh you know, one tool isn’t necessarily going to solve all the things. But, you know, we’re going to be sharing uh various tools that can, you know, help kind of nudge things, you know, 1% at a time, you know, in that regard. So the incremental growth is uh is valuable, of course. Yeah, totally. So, so you know what the first tool that we want to highlight for folks is that it’s, it’s a tool that is actually built into uh Microsoft Word already. But uh um folks may not necessarily be aware of it in as much detail. Um And that’s that, that there’s actually a built in transcription tool, right in Microsoft Word. And so you can actually um uh when you find a little microphone icon on it that you can dictate directly into word, but you can also upload files uh into it. And so that, that’s a feature that’s not as well known uh that you can upload up to five hours per month per user inter software for automated transcription that is bundled in uh with your uh word online. And where is this microphone found? Maybe I’ve seen it 1000 times. I just haven’t noticed it. Where, where do we find the microphone? So typically it’ll be in the menu bar in the uh the, the top right hand corner uh of uh of Microsoft Word online. So if you’re accessing it in the browser, uh it should be in the top right hand uh uh section. OK. We had a session uh uh uh a panel at uh at NTC about tools that you already have that you may very well not be using. And they covered uh all of the office, office 365 has a lots of, lots of value in there that, that people don’t know about. And also Google, a lot of very uh free Google tools. Um Yeah, we, we, they focused on Microsoft 365 and, and Google. Um interesting, you know, they had like a dozen things that, that are, that you’re already paying for or getting for free and you’re just not, you, you just don’t know that they’re there, they’re hidden. So, OK. So consistent with that is the uh the transcription tool. OK. So up to five hours, you said up to five hours a month. Yes. And it’s, it’s super handy if you’re doing, you know, things like uh interviews or if you’re doing um uh uh yeah, the meeting notes, you know, those types of things, you know, some other tools already have, you know, the transcription part built in. But in the specific, you know, use case where, you know, you may be doing, uh say uh a program interview or something like that, that this is an additional functionality that’s uh that’s in there. So you’re uploading the audio file. Yes. All right. Interesting. I know, I know a guy who does a podcast. Uh II I believe he already has a transcription process in place. But uh I have to re evaluate because uh maybe this is, maybe this one is simpler. Uh And I don’t know if he’s paying for the uh that transcription process. I, I can’t recall what he’s, what he’s been doing for the past several years around transcription. But uh I’ll have him look into it. Miko. Welcome back, Miko. Good to see you. Good to see you. Thanks for having me. My pleasure. Congratulations. Also on your new book, uh which you and I will be talking about in a couple of weeks. We’ll, we’ll get you back on exclusively for uh how to thrive when work doesn’t love you back. Thank you. I appreciate it. Yes, I know you and I will be talking in a couple of weeks. Um What’s next? What’s next on our uh hit parade of uh apps, tools and tactics. Well, so if you want to stick on the theme of things that people aren’t using, I would add Zoom to this category. And if I could, I wanna walk through just a few things that I think are pretty interesting in terms of developments with, with Zoom. So similar to Microsoft Office and Google workspace. Um Zoom is one of those platforms or tools that many organizations are using. Many folks have at least a basic paid subscription at the organizational level. And um these are tools that are constantly evolving. And so sometimes because we’re using them all the time, we’re not aware that there are certain features that have been added. Um So I’ll, I’ll share, I’ll just go through these really quickly. So the first is for lots of organizations, you know, it’s important that when people are identifying themselves, important, people identify pronouns. And so one of the ways people have been doing that is they modify the name in the way that that shows up and they add their pronouns. Uh But now for folks that didn’t know Zoom actually has a dedicated pronoun field, so you don’t have to do that. So um if your administrator has enabled this in the web-based um login for Zoom, um You can set that by default for your, for your own profile. Um And you don’t have to update your name when you pop into zoom to do that. It’ll your, your pronouns will appear automatically. So I think that’s one cool feature um where, where that’s appropriate and where that uh makes sense for folks to, to look into that uh another option. And this is about accessibility. This is also about making sure that um we recognize that people learn and process differently. And so you and I are talking uh we’re able to see each other um Right now as we’re recording this interview. Uh But for some folks, maybe they process differently and they actually need to be able to see the, the captioning, they maybe need to see some form of a transcript to be able to follow along and process information. And so for that, there is automated captioning that is built into zoom. Now, it’s not 100% perfect, but it’s there. Um It’s uh essentially computer generated captioning. Um There are a lot of languages that are covered by default in your basic paid description and similar to the pronouns field, your administrator or whoever is managing your Zoom account for your organization and log into the web based portal and enable this feature if it’s not already uh enabled. And what this allows folks to do is if someone is in a meeting um and they need access to um to, to close captioning that particular individual can enable that um for themselves. And for folks who don’t need it, they can leave it turned off or if they’re turned on by default, people can turn it off, uh, completely up to you as the user in terms of what, what you need. Um, I’ll share one final, um, thing and then we’ll toss it back to you, Tony. So one final thing that I think is pretty cool. So, uh, you know, many of us have probably seen like the news, um, where they’re doing the weather report and you have this, this person standing in front of a screen and they’re pointing here and they’re pointing there generally, what’s happening is this person is standing in front of a, a green screen and their technical team is projecting the images. So it looks like this person is actually pointing to a map of where you know, fill in the blank wherever you are, right? Well, you can actually simulate that when you’re presenting. So many of us are used to traditional screen share where you share your slides or you share your screen and then a box if you appear in a different place in zoom, but you can also share your screen in such a way that you are overlaid on top of your slides so that you have that weather man or weather person effect as well. Um Now the caveat here is you have to be aware of how this is showing up your lighting. In some cases, you might actually need to have a green screen in order for this to be effective. And it’s gonna require you to format your slides or your presentation a bit differently because obviously you’re taking up now a slice of the screen in addition to the content that you have on the slides. But a really interesting way to create a different type of experience um for folks that, you know, you are meeting with um or doing a webinar with, I think you can have some fun with that. Uh Like at the beginning of a webinar, like you’re immersed in your slides, you know, I’m, I’m surrounded by my valuable content. Uh you know, you could have, but I don’t know, can you uh can you control where you are or how much of the frame you get in proportion to your slides behind you or whatever, whatever the content is, I guess let’s just use slides. Yeah. So you like, I’ll be in the lower left so that you would make format your slides so that the lower left is always blank and you can do it that way you choose where you would have to test this out and, and, and, and try it out. So there are some limited features that allow you to do this directly into zoom. Um The other which is thinking about physically positioning yourself in reference to the camera. So you think about where you’re going to physically be and try that out, test it out for yourself. The final thing I’ll say is there are third party tools that work with Zoom that do this better. But nonetheless, I just wanted to point out that Zoom does have this built in feature for folks that at a basic level that want to try it out and have some fun with it. OK? So that’s the uh so pronouns can be uh automated, automatically populated, you don’t have to go and change your screen name. Um There’s the automated captioning and then the what is this, this background feature called? It’s called, it’s called set powerpoint as virtual background. OK. It’s aptly named, said powerpoint as virtual background. All right. Um Are you guys familiar with or, or recommending any zoom alternatives? I mean, there’s, I know there’s teams, of course, uh although most people iii I don’t know, 95% of the meetings I’m in are on Zoom. Uh Are you, are either of you finding alternatives to zoom for any, for any reason or, or something that other folks are using? That’s valuable. So what, what comes to mind is uh well, this isn’t necessarily an alternative to zoom for the video conferencing itself. Uh There, there is a tool called the O BS uh that if folks are looking for advanced uh video streaming capabilities, uh that uh O BS actually sits as an additional layer to your video feed so that you can further customize some of the green screen effects or being able to move um yourself uh uh into a corner, you know, like uh like Miko described, but it uh it gives a ton of functionality as well and it kind of sits as in um sits in between your video feed and something like Zoom or Teams or Google Meet and allows you to, you know, do all sorts of things like you could um the directly do like a picture in picture, you know, type thing if you want to do like an advanced video broadcast. So O BS is used quite a bit by uh uh streamers and such. But that, that’s uh uh definitely a tool that uh if folks are looking to explore uh for some more advanced functionality, uh it’s called uh O BS and it’s uh uh available and free. Oh OK. Cool and live streaming, live streaming. Yes. Yeah. Not just for live streaming. It’s also like if we’re on a Zoom call, that isn’t necessarily be live stream that you can activate it and it will uh you know, it will help you control, you know, some of the outputs of your video feed that way. So yeah, O BS stands for open broadcaster software. So essentially go to build on what they are sharing. So going back to the example of the weather person, if you wanted to create a highly produced and polished uh you know, presence that doesn’t look like a typical, you know, zoom or uh teams meeting um screen or presentation, you could add lower thirds, you can change a ho there are just so, so many different cool things that you can do using what Jason was was saying. Um And to pick up on, you know, your original question around alternatives. So to my, in my awareness, um you know, the Zoom, there’s Google Meet and teams I think are probably the top three and there’s, there’s a good reason for that, you know, there’s, there’s broad compatibility across um platforms and devices. Um And there’s, you know, some built in trust there that organizations have in terms of those, those big three. that, that said, I think it’s also a good point to make in terms of thinking about when we think about the expansion of tools we don’t have to use necessarily the the latest and greatest. Everything doesn’t have to be high tech, right? Everything there, there’s a, there’s room for mid tech and low tech and when it comes to meetings and collaboration, sometimes we forget what happened when we didn’t have these tools, right? We picked up the phone, we, we met in person. Um we had conference lines where people called in and we, we couldn’t have seen each other. You know, when I first started working in the tech space, I work with colleagues and manage teams that of people that I actually never met in person. And, you know, we would have phone calls and conference conference line um conversations and meetings. And that was the the primary way that we communicated and collaborated. And we’re seeing that in terms of digital wellness, there’s actually a benefit to that, right? Because we’re spending too much time in front of our screens. There’s research that shows that it increases, you know, cortisol levels and increases stress levels. And over time, too many of those back to back video mediated types of collaboration actually reduce engagement, reduce productivity. Um And actually, in some cases can be counterproductive. So we wanna be able to find that balance and also recognize that, hey, depending on what your intention is, what your outcome that you’re trying to get to sometimes just having an old fashioned phone call or working asynchronously um can be just as effective or sometimes more effective to get to where it is that you’re trying to go. Thank you for that. That, that’s a valuable reminder. Uh Yeah, because you can feel like, you know, unlike an in person meeting with, with many people, several people, you know, you can feel like you’re being stared at uh or, you know, you’re not, but people are looking at their screen, they’re not necessarily looking at you, but it looks to you like everybody’s looking at you and uh I can see why that interesting that cortisol levels rise like by the after a few hours of this, I guess or. Absolutely. And, and what you just described is a very real phenomena. So part of it is um the self view, right? You seeing yourself on screen and being self conscious about that and you can turn this off in zoom. So this is another feature you can you can turn off self view. So if you click on the three dots on your particular image, there’s an option that should be allowing you to turn off your self view if that’s an issue. Um The other thing, others are still so others are still seeing you. So you’re not, you’re not stopping your video, but uh you’re stopping your own self view. OK? And uh one final consideration here is that there’s, there’s research from Stanford University that actually shows that um this particular phenomena that you just talked about is, is compounded for women. Uh because we have different expectations about how women are presentable and show up on screen. And oftentimes there’s this um un assessed costs that we, you know, we just take for granted that that in some cases, women have to do more work in order to be what we think, what we deem of as presentable, right? So if you’re requiring folks to be on camera all the time, that sometimes is one of the the side effects if you’re not aware of that. Excellent. Yeah, valuable reminders. Thank you. It’s time for a break. Virtuous is a software company committed to helping nonprofits grow generosity. Virtuous believes that generosity has the power to create profound change in the world and in the heart of the giver. It’s their mission to move the Needle on global generosity by helping nonprofits better connect with and inspire their givers. Responsive. Fundraising puts the donor at the center of fundraising and gross giving through personalized donor journeys that respond to the needs of each individual. Virtuous is the only responsive nonprofit CRM designed to help you build deeper relationships with every donor at scale. Virtuous gives you the nonprofit CRM, fundraising, volunteer marketing and automation tools. You need to create responsive experiences that build trust and grow impact, virtuous.org. Now back to future proof your nonprofit with apps tools and tactics. Jason, you have, you have something else for us. I know you do. That’s a rhetorical question. When I’m talking to me and Jason, we can go on for hours. It’s purely rhetorical question. Absolutely. So, uh the next step is, uh you know, along the lines of we talked about transcription earlier is uh some of the text to speech tools. So they’ve developed quite a bit in the last few years. And you know, the there’s a few that are out there that I’ll rhyme off, you know, Natural Reader 11 labs. And uh nr and so, uh in particular, um I’ve used Naet before and it’s super helpful when you need to record uh voice greetings. Um And if anyone’s ever experienced, you know, having to record a voice greeting and say like for a voicemail and you have to do like 20 some odd takes to do it that, you know, something like Naki can, can help streamline that. Now the, the special thing is that they have a lot of uh voice models that are available in different languages as well. So it really nails uh some of the uh the accents around the world as well. So, you know, uh given that I live in Canada that when recording, um some of the uh greetings for an organization that it uh uh it needs to be delivered in English and Canadian French. And they have specifically Canadian French models as well as many other language models uh uh for the, the text of speech so that we’re able to provide a script in both English and French and that it’ll read it off and, you know, you’re able to get it in one take rather than having to do, you know, 10 or 20 takes or trying to get multiple people to coordinate around the recording of that. So that’s an example of a tool that can help streamline uh in that regard. And, you know, there’s many other, you know, potential use cases that one was called is called N Yes, like parakeet with an N N and also natural reader and 11 laps. Sorry. What’s the last one? 11 labs? 11 labs. Yeah, and similar to the, uh you know, text speech and also uh editing you know, audio files and text uh is uh there’s a few different tools that, that do this, but the one that I, I’ll name specifically, um you know, with this functionality is a descript. Uh So descript is a tool that can help with things like uh let’s say if you have a transcript, um we have an audio file that you’ve uploaded to uh to descript is that they can do filler word removal. So, what it does is that it imports an audio file and then it produces a transcript for you and you can edit it like a word document and it’ll detect things like if you say, um ah and it’ll, uh it can automatically help you remove some of that. So, you know, let’s say if you added a few extra words and you’re speaking and you can edit the text that is uh in descript and it’ll automatically remove it from the audio file. Uh So, uh it without having to, you know, uh splice the audio file itself and looking at the waveforms that you can do it as uh edit the transcript and it’ll give you a clean audio file afterwards. That to me is, that’s incredible that you can edit it as text and then it, it goes and does the, applies those edits to the audio file? Yeah, it’s good. Uh I, I don’t know. To me that’s amazing. I don’t, I, you know, descript, it’s called D the letter D script. Yes, de D E. Yeah. And there’s additional functionality as well uh in, in the script called overdub. So let’s say if you are recording something and you left out a word that overdub can actually fill in the word for you. Uh If you, you trained a voice model to do it. So let’s say, you know, if I intended to say um you know, an extra word or a phrase or something that, you know, similarly you can enter in, you know, the word that you intended to say and it’ll uh fill it in for you so that it can uh it sounds seamless uh there. So, you know, for something like a podcast or, you know, whatever other um uh function that, you know, folks may be looking to accomplish there is that it really helps streamline some of the audio editing process rather than having to rerecord an entire section against placing and placing and everything that uh you can uh just, you know, type in the word and it’ll drop it in for you uh in uh your voice. So it learns from the rest of the file, how to pronounce the word or words that you’ve just inserted into the text file. You, you, you, you, you may have to do some training on it where you um Yeah. Uh but it, it does use E I voice cloning to uh to replace some of the uh the audio there. Damn. And, and I’ve used this, so I’ve used it for my podcast. My podcast producer uses this and um it’s, it’s, it’s saved us so much time. And as a matter of fact, Jason was one of the folks that we interviewed for the first season and we use this software to clean up our episode with, with Jason. Yeah, that’s incredible because I do some of that work uh in my own post production. But I’m, I’m using audacity. But like you said, Jason, I’m looking at the wave forms. Uh Anyway, it’s, it’s eminently doable. You just have to make sure you have the right spot and you play it a few times to make sure you have exactly what you want to take out. Uh but it’s not nearly as swift as text editing and, and, and you can’t add unless you go, you know, go record again and then the, the ambient noise is never gonna sound the same as it did on the day you recorded even sitting here at my same studio office, the, the ambient sound is different. Uh Wow, I, I’ll add one more thing in terms of how this works. And so you, Jason is right in terms of being able to edit the transcript. And so let’s just say, using that example, if I thought Jason gave a long, would it answer or maybe Jason said something? And he’s like, oh, well, actually, I don’t want to share that with my employer, can you take this out? Right. We can go in and edit the transcript that way. Uh, and then for the fillers, you can set it so that you don’t have to go in and manually remove the fillers. You can just tell it which fillers you want to remove and it does, it automatically, um, for you. And depending on which uh, subscription level you have, you can fill in, you can do not just fillers, but maybe there are specific keywords that are significant to you and your audience or to how you wanna edit that you want to remove. You can train the software to remove those specific things automatically. Oh, that’s very robust. That’s remarkable. I think uh descript. OK. Cool Miko. What’s next? All right. So I wanna talk about collaboration tools and training tools. So I do a lot of training for organizations, a lot of things I do virtually. And Google Jam Board is a digital um white board that I used. Um And I still use. But unfortunately, um Google is winding down that particular offering. They’re getting rid of it as of this fall. And so I, I wanna talk about a few alternatives for folks that either have been using Google Jam Board um and are looking for alternative white board tools or maybe you haven’t been using white boards and you just want to get, you know, you wanna come to the party, you wanna be a part of the all the fun. So I wanna give you three really quickly. Um The first is Fig Jam. So this is a white board tool by the company fig A uh F I MA is uh in the space think of think of Adobe. For example, uh a lot of designers use their UX tools and, and web developers use their UX tools to design products and design websites. But they have the separate product, Fig Jam, which is specifically for uh white boarding. And one of the ways that I use white boarding tools is if I have people doing exercise where maybe we brainstorming together, you know, we can the same way that you’re in the room in person and you get people stickies and people stick them on the wall or they sort them into different buckets, you can do the same thing, but you can do this essentially virtually. Um And so Fig Jam is one of those tools you have mirror uh which is another tool that’s in this bucket. And I know that the the Intend team actually uses this a lot. I know that when Jason and I served on the board at Intend, um that was a tool that we used a couple of times as part of our collaboration and you know, strategic planning process um to be able to do that virtually. And then the final tool going back to Zoom for a moment um is zoom has a white board feature. So for folks that weren’t aware of that and you’re, you’re not using it. Zoom has a whiteboard feature um and tied to the Zoom also has an annotation feature where you can annotate things on the screen. Um Both as the presenter, you can also have I I in my presentations, I sometimes have questions on the screen or like a scale and I’ll have uh participants use the annotation tool to indicate where they are on a scale. People can write on the screen or in this case, you know, if you want to use the Zoom whiteboard feature, you could do it that way as well. But those are three alternatives to Google Jam boards. Uh So fig jam mirror and Zoom White board and they all allow uh all the participants to contribute to the white board. Yes. And so they, they, they, they, they, they all allow that feature uh with the caveat that um they have the all three have the basic white board functionality, but they also serve, they have some distinct reasons why you might want to use one over the other. So just picking on mirror for an example um from my perspective, mirror has a very steep learning curve. And so as a trainer, I probably would not use mirror in a training where um folks haven’t been together before, they haven’t used a tool before. But if you’re using it over the long term and you’re able to train people on some basic things. So use your team over time. Then mirror is a, is a great tool for that. Um Fig Jam and Zoom white board are a bit more intuitive. And so depending on your audience, you wanna take those things into consideration if you’re using the Zoom whiteboard, which I’ve, I’ve never, I’ve never used. Um Are you just collaborating with your, your, your mouse? Is that how you, is that how you contribute to the whiteboard, your mouse, your stylus or if um I believe there are just like with Google Jam Board, you know, the, the way that Google Jam Board works is, you know, you, you can drag and drop text boxes and type in the boxes. Um And so that, that’s one option as well. Jason, I’m not sure if you have if you have familiarity with this or have other thoughts about the use. Yeah. Iii I believe uh yeah, you folks would drag their mouse and they can type in and uh it has a lot of parallel features to uh to jam board and, and, and neural although lighter for sure on that front. OK. Cool. Right. It’s your turn Jason. Yeah. So the, the next one that comes to mind is uh Minimus launcher. So it’s minimis. And what it is is that it’s an alternative launch screen for your phone. Now it’s uh launched initially in Android. And uh I believe the the iphone version is now out as well. And what it is is that it helps you get control over uh addictive apps. So if folks are finding that, you know, they are um in a loop or cycle of, you know, constantly checking their phone or things, you know, this is one of those apps that can help uh uh make a dent in trying to break that cycle a little bit. And so what it does is that it actually limits and changes uh your initial kind of phone screen uh and gives you a primary access to, you know, the apps that you need for, for work or basic functions. But if you do want to access uh something, you know, like social media um that it will prompt you and ask you, you know, are, are you sure that you would like to do this and you click, you know, yes. And then it will actually prompt you again, like, you know, you’re absolutely sure. And then, you know, you go to another screen and then they’ll say, OK, now give a rationale as to why, you know, you would like to, you know, check your, your social media. So it puts, you know, additional barriers up. Uh and then when you do move through it, it’ll allocate you 15 minutes uh to, you know, time box it so that you’re not necessarily stuck in that loop of, you know, looking down the screen and then you know, looking back up and like, oh my gosh, you know, an hour has passed. Uh so, uh really um uh a tool that can help regulate, you know, some of the uh the, the instincts that, you know, may be triggered around, you know, some of the uh those addictive algorithms that keep on feeding content that, that may keep us hooked to a phone and social media. This is like a uh a mother looking over your shoulder or you know, your own, your own conscience being, being uh awakened. Are you, are you absolutely sure. And then, and then you get a time limit even when you’re absolutely positively 100% sure. You, then there’s still a time limit. Absolutely. That Minimus Minimus launcher. Yes. OK. Cool. These are, these are really fascinating. Um I mean, so there are tools that can help us. We just, you know, we need to be conscious uh Miko, this is right in your right uh right. Aligned with your practice. We just need to be conscious about our uh or intentional and conscious about our desire to be, be uh be more productive, be less distracted. I mean, you know, you, you’re the mindful. Absolutely. I think the underlying thing here, both personally and professionally is uh being clear about what your overall intention is and what is the outcome that you’re driving for. So, being clear about those things is gonna number one help you determine which tools are the best tools for you to use right now. And as I mentioned before, sometimes the latest high tech tool isn’t the best tool. There’s the, there’s the, you know, the the mid tech and low tech also option exactly. Going to the phone. Exactly. So those are options as well. The other consideration is to consider that not only is it intention and clarity about outcome important for the reasons I just stated, but also because you have to remember that particularly for for profit entities, a lot of companies don’t necessarily always have your best interest in mind. What I mean by that is that they have to generate um time on screen. Um They have to sell ads and so their incentive is slightly different. Yes, maybe they want to provide a useful product, but they want you to use that product in a certain way or for a certain amount of time so that they can increase the share of the revenue or profit that they’re making. And so when you are aware of that, um it it becomes easier for you to identify the ways in which you might want to um recapture your time and recapture your attention using something like what um Jason just shared in terms of the Minimus stauncher. It’s time for a break. Donor box open up new cashless in person donation opportunities with donor box live kiosk. The smart way to accept cashless donations anywhere, anytime picture this a cash free on site giving solution that effortlessly collects donations from credit cards, debit cards and digital wallets. No team and member required. Plus your donation data is automatically synced with your donor box account. No manual data entry or errors make giving a bre and focus on what matters your cause. Try donor box live kiosk and revolutionize the way you collect donations. Visit donor box.org to learn more. It’s time for Tony’s take two. Thank you, Kate. In the gym. I like to go to the gym and do my work. I work out on the ellipse elliptical and then I go on the floor. I do a bunch of planks. I have to get some upper body work in. I’m not, I haven’t done that yet. I like to, I like to just get the work done, you know, take my time not rushing, but I like to get through the work. And it’s my uh kind of, you know, it’s my time. Theres a guy I know more about this guy’s life. I’ve learned over the past many months that his wife had a stent when they were on vacation in Florida. Uh And the surgeon said it’s a good thing, you’re not in the Caribbean because the medical care wouldn’t be as good. And you, you, she’d end up with an infection. She had to have a stent. She was have a suffering shortness of breath in Florida. It was, I know where it was, it was Miami. They were in Miami. It’s a good thing. They weren’t in the Caribbean. The surgeon says the guy’s boat, he’s having motor problems with his boat. Now, his boat is leaking oil and he’s got a, you know, this guy with the boat and the, and the, the, the, the wife needs a stent. The boat needs, uh, uh, a repair to the, to the oil line. Um, he went to an air show last week. Uh Cherry Point is a local uh the, well, not that low but it’s within a half an hour or something. It’s a Marine Corps Air station. He went to the Cherry Point Air show. I had over Memorial Day. The, the Blue Angels were there. I heard all about the show, like the guy was narrating the show but he, but he’s not even talking to me. He’s talking to somebody else. But, you know, it’s a community gym. It’s not that big. It’s certainly adequate, but it’s not huge. It’s not a 10,000 square foot gym. So, you know, you overhear people. So I, I hear him, you know, I like I got the narration to the Blue Angels Air show, you know, personalized uh to for us in the gym. So this chatty guy. But are you the chatty guy? Oh, don’t be the chatty person, the guy or gal don’t be the chatty person, you know, I don’t know. I’m not watching who he’s talking to. So, I don’t know if they’re suffering or they’re, they’re maybe just, um, you know, being polite, uh, you know, condescending a little bit but he gets his, he gets his oratory out. I mean, he’s, uh, sh, don’t be the chatty person in the gym to do your work just, you know, it’s nice to say hi. That’s different. But, you know, you don’t need to narrate the air show for everybody who didn’t get to go over Memorial Day weekend and the, and the motor with the, the oil line with the testing and you use a soapy water to, to spray it on the line to find the leak. And I know more about motor boat mechanics now than, uh, uh, than I’ve known in my entire life. I’ve learned in the past couple of weeks. I got, I got a short course in, in, uh, outboard motor maintenance and mechanics and, and troubleshooting chatty guy. Don’t be the chatty person in the gym. Just do your work. Just do your work. That’s Tony’s take two. It’s exhausting. It’s just recounting. It’s exhausting. Eight. You meet some of the funniest people in your gym first with the birthday guy and now with the motor guy. Yeah, Tim. Tim was sad with the birthday. This is a different guy. This is not Tim. Yeah, I don’t know the characters. Well, we’ve got Vuk but loves more time. Let’s return to Future Proof. Your nonprofit with apps. Tools and tactics with Jason Shin and Mikko Whitlock, Mio. I’m gonna ask you about one that, uh you have uh in your email signature. And we, we talked about this, uh I remember either last year or the year before, uh, but it, and I clicked on it as we’ve been, uh, you know, scheduling together, uh inbox when ready. So I’m, I’m, I’m imposing one on you. I know this is not on your list because we, we talked about it a couple of years ago or last year, but please reacquaint us with uh Inbox when ready. Ok. So Inbox prim ready is one of my all time favorite tools. And so I use Gmail. So for folks that are gmail users, this is a free plug in that you can um essentially install into Gmail and this only works on the, the desktop. So I wanna make, make sure people understand that if you’re dogging it from a computer or, or a web browser on a computer. But the idea is that um your inbox is if you’re able to hide your inbox after a certain amount of time or you are able to set it by default. So when you log in your main inbox is hidden, so that you aren’t sucked into the rabbit hole of sort of going down the hole responding to emails when your intention might be something completely different. As an example, maybe I was looking for the, the zoom link for today’s meeting and as opposed to logging in and seeing like, oh, I have, you know, 50 new emails. What if I don’t see any emails and I can just go to the search bar and, and type in Tony, uh you know, zoom link and I get directed directly to that email. I’m more likely to follow through on that and not be, be distracted. Um One of the other interesting things too is that we know from behavior change, being able to see metrics that actually show us, for example, in this case, how long we’ve been engaged in a certain behavior or how long we’ve actually been in our inbox for a day? Sometimes that awareness like, oh my God, I spent, you know, six hours like with my inbox open, that would be quite alarming, I imagine for a lot of people, right? And so those this particular tool allows you to see how much time you’re actually spending in your inbox in Gmail on a web browser. And that can sometimes be a tool that can be a catalyst um to help you shift um behavior if your desire is to actually spend less time um in your inbox. Now, the the the beautiful thing since this tool has come out, both Gmail and uh Microsoft outlook, which are the two, I think I would say most of those are the biggest sort of email providers in terms of the organizational space. Um they have introduced new tools including, you know, the ability to be able to snooze your inbox, you know, to be able to temporarily pause, you know, emails coming in for a certain period of time. And there’s a host of other ways in which you can um you know, manage your time in your inbox. Um that are something that you can use to supplement or to actually replace Inbox when ready. But I’ve been using Inbox when ready for so long. And it’s, it works for me that it is one of my, my go tos the idea of pausing your inbox. I mean, so it seems so simple and, but I never thought of it until you said it. I mean, the there’s just this simple functionality like maybe I just don’t wanna, you know. Uh Yeah, I, I just don’t need to see the incoming messages. Um There’s another simple thing that I, I think it was you guys who shared it with me years ago, which I did, which is just turn off the notifications. The little, well, I use apple mail. So for me, it’s a little, it’s a little red dot red circle that has a number of unread messages in it, just turn that off, just turn that feature off. Just let the email sit there in the in the dock for me. It’s a tool bar for others and you don’t have to be prompted uh that you’ve got 15 unread messages. It’s, it, it’s anxiety producing. Yes. And so one of the things that folks don’t re realize so, and I think um this happens in both the Android and the Apple device ecosystem where when you’re downloading a device or downloading an app, sometimes we’re still in a hurry that we don’t read the pop ups that let us know what’s happening. And so we just click. Yes. Agree. Yes, agree. Yes, agree. Because we want to get to the app. And what happens is generally what’s happening is what you’re saying. Yes to and agreeing to is in addition to sharing all your good data, you’re saying yes to um all the notification, right? Not a badge, the alerts, the badges and so on and so forth, right? And so the particular feature that you’re talking about are the badge notifications. Uh where for it could be for email, it could be for Facebook or Instagram. It shows you not only the app, but it shows you a little red dot on the apple device, for example, oh, you have, you know, 2000 unread Facebook messages or you have, you know, three new likes on, on Instagram and for many people, that’s a source of background stress every time you pick up your phone. And so I recommend for folks that unless there is a compelling reason, like uh like you’re some kind of first responder and you’re doing important work where you have to be, you have to know the minute someone is sending you one of those things because if you don’t, someone’s gonna die for most people. That’s not the case. Right. So, um, turn that off. Turn that shit off. Absolutely. And don’t be, you’re absolutely right. When you download a new app, they ask all those questions. Also. Location, share your location. Why do you have to share your location? Yeah. Right. Google Maps needs my location. That really, that’s about it. My bank does not need my location. I can deposit the check without it knowing what my uh well, you know what my IP address is or what or my, my my coordinates are. Um Yeah, don’t. Right. Mindful, mindful. You’re the mindful techie. That’s right. It’s, you’re aptly named as well. There’s a lot of aptly named things here. Um Yeah. Right. They, when you get the app, you’re anxious to get to the thing, take a breath and read. You know, you don’t, you don’t need all the notifications and alerts. OK. Let’s stick with you since I imposed one on you. Uh I took your, I, I took your uh your, your, your chance. So you had one teed up. Go ahead. All right. So I, I’m gonna share one I think is a favorite for both me and, and Jason so much so that I think we probably share this in virtually every presentation because it’s just such a phenomenal school. So it’s called Toby and it is a browser tab organization uh plug in. Uh That is, I think pretty much cross browser at this point. I know that you can get it in Chrome and Firefox and probably a couple of the other browsers. But the idea here is um you know, we routinely have meetings where, you know, you have to open a gazillion tabs that are relevant to that particular meeting. And for many people, you may be doing that manually. So you have a meeting with Tony and you’re like, OK, I gotta pull up the podcast together. I gotta pull up this, gotta pull up this. And so you’re, you’re, you’re trying to scurry around as the meeting is starting to open up all these different tabs. What uh Toby allows you to do is to essentially create collections of tabs and you just press one button. Um and you, you, it opens all those tabs automatically, right? And one of the interesting things with Toby in comparison to the built in bookmarks and, and mini browsers is that then you can share the collections with your team. So if, if you’re working on it, let’s say, you know, Tony, you have a, a humongous podcast staff and you have a central by set of tabs that you all have opened during your, your planning meetings. You could or someone else on your team could create a Toby collection, share that with everyone and then everyone has the same access to the same collection and it sort of standardized and people didn’t have the ability to create their own collections or customize uh on their own. And so it’s one of those things that it’s one of those going back to what Jason was saying about 1% better, you know, that ability to be able to save those few moments and to save that uh mental stress that we go through at the start of a meeting um adds up tremendously over time. This is another good, yeah, good point you made before to accumulated accumulated like background stress, even the the anxiety of seeing the badge with the 2000 Facebook uh messages unread or something, you know, just uh I didn’t get to, oh I’m so far behind and then, and then it becomes pointless to do it. But the number keeps increasing but you’re so far behind, you may as well let it go, but it’s causing more anxiety, more agita. All right. All right, Toby. So, so that falls under like uh um browser, browser tab management, browser management. OK. Toby Jason. Yeah. So the another tool that want to chat about is uh this may be something that is available for folks that they may not necessarily be using, but they just want to draw it to folks awareness. So, um for those that may already have an 03 65 subscription, you know, through their organization is that uh being copilot um has a commercial data protection uh uh flipped on. And so what that means is that, you know, when, when folks are using, you know, some A I tools that, you know, there, there may be a concern that it is the data is being used to train the model or that, you know, you don’t necessarily know that it’s going to end up, you know, being uh you know, pop up somewhere else, you know, down the road is that uh the, the commercial data protection feature, uh actually uh assures you that it won’t be used for the training of the model and it’ll be contained uh when, when you’re using it. And so, uh if you are using it, you just have to be logged in to your 03 65 account at bing.com/chat and then there’ll be a little green um shield on the top right hand corner that says protected. And so, you know, you’re, you’re able to use that and uh resting assured that, you know, the data that you’re, you’re putting in there isn’t being used to train a language model uh for the folks who are using um the generative A I function. So, uh so what it is is that, you know, it’s uh you know, the similar to things like, you know, GP T or uh you know, Google’s Gemini in that for this particular instance, uh that uh it’s uh the, the little green uh icon in the in the top. Right, assures you that, uh, uh, it, uh, stays contained to your organization. Ok. So it’s like firewalled off from, from, uh, the, the generative A I learning. Mhm. Yeah. And, and as a general tip for, for folks as well as for the other, uh, uh, you know, tools that they may be using around generative A I is, you know, to make sure that you’re checking the settings and the fine print uh that, you know, if you are using, you know, one of the free uh options as well, that there may be uh settings in there to uh turn off the um use the data for training data models uh uh for folks that may uh like to uh be a little bit more secure uh with uh their privacy and what they may be um putting out there. There’s also a concern uh when folks give one of these uh tools, their own data to learn, like, you know, I want you to write a letter to a donor in, in my tone and you, so you upload, you upload to the using in your prompts some of your own letters. And I want it in my tone with, you know, you, you need to be very aware of what you’re, what you’re providing for the learning act because I don’t know that it’s only, it’s keeping, it’s keeping your data only to this conversation, this, this uh this purpose that we’re we’re going back and forth about and whether it uses, it uses that your data that would otherwise be proprietary to you because it’s, it’s your letters, uh for some larger purpose. Absolutely. And that’s something to be aware of when, uh flipping on some of the features in some of these programs where, you know, they, you may be prompted you to flip on an A I feature or, or something, but, you know, in the fine print uh or even not so fine print, you know, it may say something along the line of like, you know, uh this will submit your data to a third party, uh you know, just giving you a heads up, but there’s a lot of additional subtext there where it’s like, OK, well, after it’s submitted to the third party, you know, what happens like is this going to be used to train, you know, the language model, you know, is, you know, this going to pop up, you know, somewhere potentially in the future or is, you know, or is it going to stay contained uh and not used to train the model? So, uh you know, those, those are questions that are worth asking, you know, as um you know, more and more A I features, you know, pop up along the way as well. What what third parties, third party is in the world, I think the broader point that I would make here too. And this is with social media. This is with um anything you post on a website. Um we technology has evolved to a point where essentially there’s a forever memory, right? Even if you take stuff down, it’s still there, still findable. It’s somewhere. Right? And so I always, particularly with younger folks, you know, say, don’t share anything, don’t text anything, don’t post anything on Facebook and Twitter and Instagram and Snapchat and tiktok that you would be embarrassed to see on the news, right? If you’re embarrassed to see it on the news, then don’t post it. Don’t, don’t share it very wise, sage, sage advice from the mindful techie. Uh Let’s do uh let’s do one, each 11 more each Miko. All right. So uh we know that the amount of information the V information has continued to increase and it’s virtually impossible for us from a human perspective to keep up with all of that. And so in this case, one of the ways that A I can be very powerful is by actually helping us to summarize, you know, voluminous um documents, videos and so on. And so one of the tools that we shared during our session is uh a plug in for chrome that’s called youtube summary with chat GP T and cloud. So chat GP T and Cloud are both um two different types of um A I tools. And one of the interesting things about this youtube summary with chat GP T and cloud tool is that it allows you to summarize youtube videos, web articles, and PDF documents. And so I don’t know about you, but I don’t have time to watch your two hour training on fill in the blank topic. Maybe I just want, you know, just give me the cliff notes, give me the, the, the bullet points and let me dive deeper on the points that are most relevant to my particular question or my particular curiosity at that moment, this particular tool you just plug in a URL and it gives you a summary um to help you to really focus your time and maybe you decide or determine that, hey baby, this video doesn’t have what I need or maybe it does. I want to look at the last third of this and actually dive a little bit deeper. Um but it can be a powerful tool to save you um lots of time um with particularly with lengthy videos or lengthy documents, say the name of the, the tools again. So this is a long one. So it’s called youtube Summary. It’s all one. Yeah, I’m just reading the title that they gave us. So youtube Summary with Chat GP T and Cloud. OK. Yes. Thank you, Jason. Yeah. The, the, the last one I’ll share is uh it’s more of a mental model and a tool and uh you know, to, to really think about things on a two by two grid. And so the the, the model is called the, it’s also known as the Eisenhower matrix. And so when thinking about, you know, the various tasks that one has to do, and, you know, we, we shared a whole bunch of tools that help, you know, automate and speed up things. But it’s also to look at the tasks themselves and really take a look at, you know, what’s, what’s urgent and what’s important. And so on the two by two grid on one access, um you know, you would have an important and not important and on the on the other access, you would have urgent and not urgent. And ideally, you know, you um you’re spending your time on the not urgent and important things because you know, that’s where you can make, you know, a lot of your long term impact and you know, the things that pop up that are urgent and important, you know, those uh is uh you know, important for you and your organization and when you make short term impact and when you think about, you know, things that are not urgent and not important, you kind of have to ask, you know, well, why are we doing them? And so we want to make sure that these tools aren’t automating things necessarily that, you know, if it’s not urgent and not important, you know, automating but not, not urgent and not important is, you know, spending more time and resources to do things that aren’t important and urgent then you know, those things just need to be eliminated. So those can be thinking of the like the the email inbox is a very good example of non urgent, not important. Most of it obviously there are exceptions but most of email is non urgent and non and non important. Mhm. Yeah. So things like starting to, you know, junk mail, you know, checking through, you know, a lot of, you know, social media, you know, they can be, you know, distractions and time wasters and, and then uh you know, and then the other quadrant being the urgent and not important uh part where, you know, that’s where a lot of the tools can help, you know, automate or help, you know, kind of you’re delegating it out to, you know, the, the tool to help accelerate, you know, some of that and, and so, you know, I think this is a really great conceptual framework to as folks are looking at, you know, their tasks and matching it up to the tools that they’re, they’re using as well. And I know that, you know, Miko speak to, speaks to this, you know, really knowledgeably in his trainings and um around uh how, you know, it can be used effectively and uh I’ll throw it over to Miko as well. Uh uh If there’s any additional things to add on this front. Yeah. So Jason, I, I think you’re spot on, I think that the key here. So in the context of the tech tools that we’re talking about, um we shouldn’t just be using the tools just for the sake of using them. Like you want to be clear about the purpose and at least in terms of the organizational context, and I think it’s critically important as you think about urgent versus important. Also thinking about, you know, what are the resources that we have? What’s the capacity that we have? You know, when I was communicating director, one of the the the the the common pieces of wisdom from some folks when social media was emerging is that oh, you gotta be on all the platforms. Well, that was impossible. We didn’t have the staff of the resources nor did it make sense because our audience wasn’t on all the platforms. So asking yourself the question, what resources do I have? What time and capacity do we have? And you know, what goal are we trying to achieve and what’s good enough for now versus what we can build toward for later or perhaps what we can eliminate all together because it’s simply not relevant, even though everyone else is doing it or the conventional wisdom says we should be doing this or be on this particular uh platform. Um And I think we can apply that to A I right now, right? So um I am of the mind that it’s not an all or nothing, right? Not every organization needs to be using every single type of A I tool out there. Um It’s simply inappropriate in some cases and some cases that actually can be counter productive. So you wanna be clear about what outcome you’re trying to get to. Um And how the tool can support you and help you. Not how the tool can sort of replace you being a critical thinker and that’s, that’s actively involved in the process. Yeah, loss of creativity is, is my biggest concern about artificial intelligence. Use that, that we’re, we, we could see some of the most creative things that we do. Uh And listeners have heard me talk about this with uh we had an A I A couple of A I panels. Um The one, the first one was with um Arua Bruce and George Weiner and Beth Cantor and Alison. Fine. And we kinda uh I aired my uh my concerns there in, in more detail just about giving away the most creative things that we do. And over time us becoming less creative, less creative thinkers, less thoughtful thinkers or less critical thinkers. Um All right. So why don’t we leave it there? And, and Jason, I’m just going to reiterate it’s the Eisenhower Matrix, which I’ve followed for years and I try to think that way, but I don’t, I don’t do it routinely but that, that’s uh that two by two that you were describing is uh the Eisenhower Matrix and you said it, I’m just reiterating it for folks. So that, because it is a, it’s a very, it’s a very sensible way of, of planning. And Miko to your point earlier, uh, you know, it’s, it, it, it’s been around for generations. Old tools can still be valuable. Absolutely. And I, I would offer to your audience, Tony if I’ve reworked this, um, for the mission driven context. And I’ve, and I’ve annotated it. Um, and I’ve, I’ve given sort of a road map of how you work through this in a practical way. So if folks are interested in that, they can email me or, you know, we can give you a link to put in the show notes or however, it makes sense. But folks want access to that annotated version. Ok. The annotated version of the Eisenhower Matrix. Ok. All right. That’s Miko Marquette Whitlock. He’s a mindful techie. You’ll find him on linkedin and his practice is at mindful techie.com. Jason Sim Chief Digital Officer at the Canadian Center for nonprofit digital resilience. He’s also on linkedin and the center is at CCNDR dot C A. Jason Miko. Thank you. Thanks very much. Real pleasure each year. Thank you for sharing. Thank you. Thanks for having us. Next week, we’ll take a hiatus from 24 NTC with Gen Z career challenge. If you missed any part of this weeks show, I beseech you find it at Tony martignetti.com. You’re gonna be interested in the Gen Z you, you’re Gen Z. That’s me, Gen Z career challenge. We’ll see if it holds true for you were sponsored by virtuous. Virtuous gives you the nonprofit CRM fundraising volunteer and marketing tools. You need to create more responsive donor experiences and grow, giving, virtuous.org and by donor box, outdated donation forms blocking your support, generosity. Donor box, fast, flexible and friendly fundraising forms for your nonprofit donor. Box.org. Our creative producer is Claire Meyerhoff. I’m your associate producer, Kate Martignetti. This show, social media is by Susan Chavez. Mark Silverman is our web guy and this music is by Scott Stein. Thank you for that affirmation. Scotty be with us next week for nonprofit radio. Big nonprofit ideas for the other 95% go out and be great.

Nonprofit Radio for June 5, 2023: Artificial Intelligence For Nonprofits

 

Afua Bruce, Allison Fine, Beth Kanter & George WeinerArtificial Intelligence For Nonprofits

We take a break from our #23NTC coverage, as an esteemed, tech-savvy panel considers the opportunities, downsides, potential risks, and leadership responsibilities around the use of artificial intelligence by nonprofits. They’re Afua Bruce (ANB Advisory Group LLC); Allison Fine (every.org); Beth Kanter (BethKanter.org); and George Weiner (Whole Whale).

Listen to the podcast

Get Nonprofit Radio insider alerts!

I love our sponsor!

Donorbox: Powerful fundraising features made refreshingly easy.

 

Apple Podcast button

 

 

 

We’re the #1 Podcast for Nonprofits, With 13,000+ Weekly Listeners

Board relations. Fundraising. Volunteer management. Prospect research. Legal compliance. Accounting. Finance. Investments. Donor relations. Public relations. Marketing. Technology. Social media.

Every nonprofit struggles with these issues. Big nonprofits hire experts. The other 95% listen to Tony Martignetti Nonprofit Radio. Trusted experts and leading thinkers join me each week to tackle the tough issues. If you have big dreams but a small budget, you have a home at Tony Martignetti Nonprofit Radio.
View Full Transcript

Transcript for 643_tony_martignetti_nonprofit_radio_20230605.mp3

Processed on: 2023-06-02T16:46:29.571Z
S3 bucket containing transcription results: transcript.results
Link to bucket: s3.console.aws.amazon.com/s3/buckets/transcript.results
Path to JSON: 2023…06…643_tony_martignetti_nonprofit_radio_20230605.mp3.774321359.json
Path to text: transcripts/2023/06/643_tony_martignetti_nonprofit_radio_20230605.txt

[00:04:19.33] spk_0:
And welcome to tony-martignetti non profit radio. Big non profit ideas for the other 95%. I’m your aptly named host of your favorite abdominal podcast. Oh, I’m glad you’re with me, but you’d get slapped with a diagnosis of algorithm a phobia. If you said you feared listening to this week’s show Artificial Intelligence for nonprofits, we take a break from our 23 NTC coverage as an esteemed tech Savvy panel considers the opportunities downsides potential risks and leadership responsibilities around the use of artificial intelligence by nonprofits. There are fewer Bruce at A N B advisory group LLC Allison. Fine at every dot org, Beth Kanter, Beth Kanter dot org and George Weiner at Whole Whale on Tony’s take to a give butter webinar. We’re sponsored by donor box with intuitive fundraising software from donor box. Your donors give four times faster helping you help others. Donor box dot org. Here is artificial intelligence for nonprofits in November 2022. Chat GPT was released by the company open AI they’re more powerful, maybe Smarter GPT four was released just four months later in March. This year. The technology is moving fast and there are lots of other platforms like Microsoft’s as your AI I guess the sky’s the limit. There’s Google’s help me, right? And Dolly also by open AI creates images. So artificial intelligence can chat and converse answer questions. Do search, draw and illustrate and write. There are also apps that compose music, create video and coding computer languages. A team at UT Austin claims their AI can translate brain activity into words that is read minds and I’m probably leaving things out what’s in it for nonprofits. What are we risking? Where are we headed? These are the questions for our esteemed panel. Bruce is a leading public interest technologist who works at the intersection of technology policy and society. She’s principal of A N B alpha, November, Bravo Advisory group LLC, a consulting firm that supports organizations developing, implementing or funding responsible data and technology. She’s on Twitter at underscore Bruce Alison. Fine is a force in the realm of technology for social good as president of every dot org. She heads a movement of generosity and philanthropy that ignites a profound transformation in communities. You’ll find Allison Fine on linkedin. Beth Kanter is a recognized thought leader and trainer in digital transformation and well being in the nonprofit workplace. She was named one of the most influential women in technology by Fast Company and is a recipient of the N 10 lifetime achievement award. She’s at Beth Kanter dot org. George wegner is CEO of Whole Whale, a social impact digital agency. The company is at whole whale dot com and George’s on linkedin. Welcome all our esteemed panelists. Thanks, welcome to non profit radio. We’re gonna start just big picture. Uh I’d like to start with you just what are you thinking about artificial intelligence?

[00:05:30.10] spk_1:
That is a very big picture question. What am I thinking about artificial intelligence? I think um there are lots of things to consider, I think first is um all of the hype, right? We have heard article after article whether or not we wanted to, I’m sure about the promises and the potential of chat GPT specifically generative AI more broadly. Um Well, uh you think about some of the image based AI solutions, generative AI solutions that are out there that have been in the headlines recently, of course, as someone who’s started their career off as a software engineer where AI has been around for a while. And so sure, generative AI is a different type of application of AI, but it is building on something that has been both out in the world developed for a while. Pre chat GPT most organizations or several companies just embedded AI into the tools you already use, whether it’s gram early or something, I’m betting ai into their solutions. So what I’m thinking about now is how do we help organizations navigate through all of the hype and figure out what’s real, what’s not real, um recognize where they should lean in, recognize where they can take a pause before leaning in and then of course, underlying it all, how do we think about access, how do we think about equity and how do we think about how embracing AI will change or evolve jobs?

[00:05:59.52] spk_0:
And these just define generative ai for us? So everybody knows what, what we’re referring to and we’re all, we’re all on the same platform.

[00:06:08.78] spk_1:
Sure. So, generative AI is where it is essentially looking at a large model. Chat gps specifically uses a large language models. So lots of text and looks at that and then gives you what is statistically sort of the next uh most reasonable or probable word based on a prompt that you give it. So developing the recommendations as you go along,

[00:06:35.79] spk_0:
Allison, please. Yes, big picture.

[00:08:08.00] spk_2:
Well, a few adjust said it beautifully that this isn’t a brand new idea, although we are in the next chapter in terms of advanced digital technology. I think organizations tony need to get their arms around this right now. Ai before AI gets its arms around them and their organizations, Beth and I started to look at AI about five years ago with support from the Gates Foundation and the promise of it is that AI can eat up the road tasks that are sucking the lifeblood out of so many nonprofits, staffers, they are drowning in administrative um tasks and functions and requirements that AI can do very well in fundraising. It might be researching prospects, taking the first cut, communications with donors not sending it out, just taking the first cut, helping with workflow, helping with coordination. Um And the responsibility is for organizational leaders, not line people and not tech people, but organizational leaders to figure out where the sweet spot is what we call co body between what humans can do and need to do. Connect with people, solve problems, build relationships and what we want the tech to do mainly rote tasks right now. So understanding ai well enough tony to figure out where it can um solve what we call exquisite pain points and how to make that balance between humans and the technology is the foremost task for organizations right now.

[00:08:32.35] spk_0:
Death.

[00:10:18.39] spk_3:
Great. So Alison and Noah said it so well. So I’m just going to actually build on it but go into a specific area that where that is kind of the intersection between ai and workplace well being and kind of the question, you know, well, ai fix our work. Um can it transform like the work experience from being exhausting and overwhelming to one that brings more joy that allows us to get things done efficiently but also to free up space to dream into plan? Um And or is it going to be a dystopian future? I don’t think so. Um And by dystopian related to jobs I’m talking about kind of, you know, we’ll get rid of our jobs like who, who will lose out. And um just a week or two ago, the World Economic Forum released a report that predicts that nearly 25% of all jobs will change because of generative ai and it’ll have a, you know, a pronounced impact by displacing and automating many job functions um that involve writing, communicating and coordinating, which is, which are the things that chat GPT can do so much better than previous models. Um But it will also create the need for new jobs, right? I heard a new job description recent, a prompt engineer. So somebody who knows how to ask the types of questions of chat GPT to get the right and most accurate and high quality responses. And I think I’m building on what Alison said about co body. I think this is the future where AI and humans are complementary, they’re not in conflict and it really provides a leadership opportunity to redesign our jobs and to rethink and reengineer workflows so that we enable people to focus on the parts of the work that humans are particularly well suited for. Like relationship building, decision making, empathy, creativity, and problem solving. And again, letting the machines do what they do best but always having the humans be in charge. And again, that’s why Allison and I always talk about this as a leadership issue. Not a technical problem.

[00:10:50.46] spk_0:
Leadership, right? Okay, we’ll get the leader responsibilities. George, what are you thinking about ai

[00:11:30.47] spk_4:
hard to add such a complete start here. But I would say that just because this is a fad doesn’t mean that’s not also a foundational shift and the way we’re gonna need to do work and how leaders are gonna have to respond. I also just want to say like right now, if you’re listening to this podcast, because your boss forwarded it to you saying we gotta get on this. I understand the stress you’re under. It is really tough, I think right now to be in the operational layer of a nonprofit doing today’s work expecting to make tomorrow’s change. So stick with us. We appreciate you listening.

[00:12:03.93] spk_0:
Thank you, George. Like happening to the co host role, which uh which doesn’t exist so careful care. Watch your step. Let’s stay with you, George, you and I have chatted a lot about this on linkedin. Uh use cases. What, what uh what are you seeing your clients doing with ai or what are you, what are you advising that they explore as their um as they’re also managing the stresses that you just mentioned?

[00:13:00.00] spk_4:
Well, right now we’re actively custom building AI is based on the data, voice and purpose of organizations that we work with. One of the concerns that I have is that when you wander onto a blank slate tool, like open ai Anthropic Bard, you name it, you’re getting the generic average as of who pointed out the generic average of that large language model which means you’re going to come off being generic. And so we’re a little concerned about that and are trying to focus our weight on how you tune your prompt engineering toward the purpose of the organization. We’ve already mentioned, grant writing, reporting applications, emails, appeals, customization, social post, blog, post editing. It is all there if you’re using it the right way, I think.

[00:13:22.32] spk_0:
And that gets to the, the idea of the prompt engineer to that, that Beth mentioned what, what you’re so avoiding that generic average with sophisticated prompts. George.

[00:13:47.96] spk_4:
Absolutely. Yeah. I mean, we jokingly call it the great jacket problem where I showed up to a conference and I was wearing the same gray jacket as another presenter and I was like, we both walked into a store and we both thought that the beautiful gray jacket we put on was unique and that we would be seen as such for picking out such a great jacket. When in fact, when you go in to a generic store and get a generic thing, you get a generic output. And my concern is that without that leadership presence saying, hey, here’s how we should be using this with our brand tone voice and purpose that every single new hire out of college. We’re running into the social media game. Beth has already played this game, Allison, we’ve already played this game where we handed the intern the Twitter account because they used it in college. We’re gonna just replay that again and I’d rather just skip that chapter

[00:14:22.42] spk_0:
and that we’re going to get into this too. That, that generic average also has biases and misinformation. False. Well, they’re not false, false information. Um How about you? What are you seeing your clients? What are you advising usage wise?

[00:16:24.89] spk_1:
A couple of things. So, first, I think Allison touched on this as well is that you can sort of take a breath. You don’t have to embrace everything all the time for everything. I know it can seem right now that everyone’s talking about generative ai and how it’s going to change your world. Um But you can sort of take a breath because um as I think Allison and Beth both mentioned, right, the technology is only good if it’s working for our mission, if it’s working for organizations. So really taking the time um as a leadership team to really be clear on what you want to do, what differentiates your organization and make sure your staff is all aligned on. That is the first thing that um advise organizations to do. The second is to think about then the use of AI both to help your organization function and deliver it services out in the world. But then also to think about how it impacts your staff. So I think sometimes we can get caught up in, we’re going to use A I hear it’s going to like, you know, we’ll be able to fix all of our external messaging will be able to produce more reports, will be able to produce more um grant applications, all good, all valid. But remember also, your staff has to learn how to use it and staff has to learn how to make the prompts. Your staff also has work internally that they are doing that. Perhaps AI could be used to help speed up the their task and free up their time and their brain space to lean into what humans do best, which is some of the relationships and having empathy. So thinking also not just about how AI can help you maybe generate more culturally appropriated images for different campaigns around the world or how generative AI can help you fine tune some messaging or how generative AI can help you better sort of segment and deliver services to, to your communities that you serve. But also how you can use AI to do things like help with notes, help with creating agendas, help with transcripts and more what are some of the internal things to really support your staff that you can, you can apply AI towards

[00:16:48.76] spk_0:
Alison that’s leading right to some of those rote tasks that that you mentioned. Um So I’m gonna put it to you in, in, in terms of uh Kirsten Hill on linkedin asked, what’s the best way for a busy nonprofit leader to use AI to maximize their limited time?

[00:18:49.78] spk_2:
So people are looking for some magic solution here, tony and we hate to disappoint them, but AI is not magic fairy dust to be sprinkled all over the organization. Uh This is a profound shift in how work is done. It is not a new word processing, you know, software AI is going to be doing tasks that only people could do until just now. Right? Any other year going back, um people would have had to be uh screening resumes or writing those first drafts, um or, you know, coordinating internally. And now basically the box are capable of doing it, but just because they’re capable of doing it doesn’t mean that you should, you know, unleash the box on your organization. Our friend Nick Hamlin at globalgiving, a data scientist said AI is hot sauce, not catch up a little bit. Goes a long way. We Beth and I have been cautioning people to step very slowly and carefully into this space because you are affecting your people internally and your people externally, right? If a social service agency has always had somebody answering questions of, when are we open? And what am I eligible for? And when can I see somebody? And now a chatbot is doing that, tony, you have to be really careful that one, the chatbot is doing its job well and two that the people outside don’t feel so distant from that organization that it’s not the same place anymore. So our recommendation is, that’s

[00:18:52.67] spk_0:
a, that’s a potential. I mean, it could, I guess mishandled this could change the culture of an

[00:19:36.78] spk_2:
organization. Absolutely. If you are on the outside and you’re accustomed to talking to Sally, who at the front desk and all of a sudden the organization says to you, your first step has to be talking to this chat bot online. Instead the organization has solved perhaps a staff issue of having to answer all these questions all at the same time. But it’s made the interaction with those clients and constituents much worse. So we need to first identify what is the pain point we’re trying to solve with AI is ai the best solution for doing that and then to step carefully and and and keep asking both staff and constituents, how is this making you feel? Right? Do you still feel like you have agency here? Do you still feel like you are connected to people internally and externally and to grow it from there? There is no rush to introduce AI in everything that you do all at once. There is a rush to understand what the impact of automation is on your organization.

[00:21:00.42] spk_0:
It’s time for a break. Stop the drop with donor box. Over 50,000 nonprofits in 96 countries use their online donation platform. Naturally, it’s four times faster, easy payment processing. There are no set up fees, no monthly fees, there’s no contract. How many of your potential donors drop off before they finish making the donation on your website. Stop the drop, stop that drop donor box helping you help others donor box dot org. Now back to Artificial Intelligence for nonprofits with fewer Bruce Allison. Fine Beth Kanter and George wegner. Beth, I see you taking copious notes. I think, I think there’s a lot you want to add.

[00:23:39.85] spk_3:
Oh, there’s so many good points made and I was taking a lot of notes because like nowhere to jump in. Um So a couple of things, uh George said, uh we, we did the social media thing and we turned it over to the intern. Let’s not do that again, but I’m not sure that’s gonna happen because with social media adoption, if we think back, uh you know, the dawn of social media started in 2003, it really wasn’t until six or seven years later. And I remember it quite distinctly when the chronicle, Phil apathy and organizations were really embracing it. There was a lot of skepticism because social media adoption was more of a personal thing because it started as the individual, it wasn’t immediately brought into the workplace. Um And I think chat GPT will be a little bit different because the benefit there is, you know, the sort of the allure of efficiency saving time, right? And or it can help us raise more money. So I think we might see it develop more quickly in the workplace and if nonprofit leaders are, are part do smart adoption, then there will also be the training uh required and the retraining and the re skilling. And I think for me, the most important thing about this is that it is going to change the nature of our work and that if you just let that happen, you’re missing an opportunity because we have a chance to really kind of accelerate workplace line learning, both, you know, formal and informal to, to re skill staff that in a way to embrace this, that’s not going to cause more stress and burnout. The other thing I was thinking about the great jacket and I love that um Metaphor George, I love it. Um In that, you know, if nonprofits are turning to and buying the $20 a month subscription for Chat GPT, they’re getting the Great Jacket version and missing out on the opportunity to really train it. But the other hand, if they’re just going without an organizational strategy, are they being trained in, are they put entering confidential information into Chat GPT? Are they using their critical thinking skills? Because we know that uh chat GPT can hallucinate and pick up crap? Right? Are they really, you know, are they, are they doing that? Like, are they just saying, write me a thank you letter for this donor versus write me a thank you note in the tone of in a conversational tone um that recognizes this donor, you know, quality blah, blah, blah, right? And um and then go back and forth and refine a draft. So, so there’s a piece of like um uh I guess technical literacy that has to be learned and that’s like the technical problem. But then there’s also this whole workplace learning and workplace um uh you know, reengineering of, of jobs and bringing in new jobs and different parts of descriptions that also need to take place as well. So we’ve got to prepare the organization’s culture uh to adopt this in a way that is ethical and responsible.

[00:24:07.24] spk_0:
George you feel any better.

[00:25:12.72] spk_4:
I’m not sure how I felt to begin with, but the uh the, the piece to add on as a nuance, there is not just the generic output but the normalization and ability for people to identify A I created content is going to explode. What does that mean if I were to show you a stock photo right now? Versus when I took on my phone, it would take you 0.5 seconds to be like, yep, stock photo, stock photo, stock photo. And we have all seen the appeals that go out with generic Happy Family with Sunset and background. And I think what’s going to happen is the text that is generated by folks that are using gray jacket G P T s is that your audience is going to see it, identify it and shut it down mentally. It’s like driving past that billboard or that banner ad. It’s going to be a wash. It may seem unique to you. But I think, uh, I think that’s another thing that we’re going to see happen. I just want folks

[00:25:13.82] spk_0:
to know, okay, I just want folks to know that that Great Jacket is a real story. You, you and you and another guy did show up with the exact same jacket

[00:25:21.64] spk_3:
at some point and 10 conference, wasn’t it in New Orleans?

[00:25:24.91] spk_4:
It was, it was a fundraising uh fundraising conference. And actually the other guy’s name was George. So there was two Georges to great jackets. I felt very um silly.

[00:25:38.76] spk_0:
Yeah.

[00:26:29.31] spk_2:
So, um the ultimate R oi Beth and I feel and we wrote about in the smart non profit is what we call the dividend of time that is to use AI to do those rote tasks that I talked about a few minutes ago in order to free up people to do human things. And George the opportunity isn’t we hope to send out more messages or to be, you know, continue down the transactional fundraising path. The opportunity is to use your time to get to know people and to tell them stories and to listen to them. So with or without A I organization stuck in that transactional hamster wheel tony for raising money. And if they can’t get out of that AI is definitely not going to help them. The opportunity here is to move that entire model into the past and say we’re going to create a future where AI gives us the time and space to be deeply relational with people. That’s the opportunity.

[00:27:17.67] spk_0:
Well, I’m gonna come to you in a moment and talk about how we can prevent the, this generic average, this gray jacket uh from taking over our culture. But Alice and I just want to remind you that when I had you and Beth on the show to talk about your book, The Smart non profit, I pushed back on the dividend of time because it feels like the same promise that technology has given us through the decades. And I’m not feeling any more time available now than I did before I had my, my smartphone or um whatever, whatever other technology I’ve adopted that was supposed to have yielded me, yielded me great, great time. I don’t, I don’t, I don’t feel any, any greater time.

[00:28:42.12] spk_2:
I don’t believe that that was the promise before. And certainly what we found with the last generation of digital Tech tony is that it made us always on and everything became very loud and very immediate. No question about it. And this next chapter in AI is not guaranteed to give us time. What we’re saying is there’s an opportunity to work differently and to create this time if leaders know how to use it. Well, that’s the big if, if we’re just going to sit back and said late, let’s ai supersize our transactional fundraising and send, send everybody 700 messages a day because that’s worked so well said very sarcastically then no, it is not going to make us any free up any time. But what we are saying is this technology has the capacity to do all of that work that is sucking up 30 40% of our time a day and we could be freed up. But only if we use it smartly and strategically,

[00:28:51.05] spk_0:
how about, you know, how we can help prevent these generic averages with their biases and marginalization of already marginalized voices. You know how and, and just from the fear of taking over the institutions, culture, how, what are the methods to prevent that?

[00:33:20.42] spk_1:
Um Sorry, I think I would start with an analogy that I’ve used before. That technology is not a naturally occurring resource. There’s no like river of technology that we just walked down to and scoop up and now we have technology and it immediately nourishes us to some of what Alison was just mentioning. Um in order to actually use AI effectively, it takes intentional management, it takes intentional decisions about how to use it when to use it and why to use it. And so that definitely applies when we think about how do we differentiate, differentiate ourselves even as we use AI and also how do we make sure that we then are being intentionally inclusive? Um I don’t know of any technology that just by happenstance has been inclusive. Um And so it requires intentional decisions. So some ways that bias can appear in generative ai systems are with some of the, the coding that is done inherently with some of the data sets that are used. Even with large language models, they reflect right now every on the internet. Um I know a lot of great people on the internet, there’s a lot of things on the internet that do not align with my values, um or even my actual lived experience. Um And so how do we then think about sort of combating that? So I think one, we’ve already touched on prompt engineering to make sure that we are asking it the things that we want to get back if you ask chat GPT, for example, um to describe what, what are risks with chat with generative AI will give you one list. You refine that prompt to include specifically what a risk with chat with generative ai including or specifically affecting women or people of color. It will give you a more refined response. Chat GPT a month ago. If you asked it, the doctor and nurse were arguing because he was late, who was late. It would tell you the doctor was late. He asked the same question but said because she was late, it would tell you um it was the nurse that was late, that now has changed because the people who are programming to GPT have manually made those changes. So as we think about how we can use it, it is through some of the software that we’re building on top of it, some of the plug ins that you decided to take advantage of, to not take advantage of how you might be able to use it on your own sort of proprietary information with the right parameters in place to keep it on your, keep it with your own data in ways that make sense for your organization there. Um I think it’s an opportunity for funders to fund the creation of new data sets or fund the creation some more responsible plug ins or fund um you know, new open source developments as well. So I think that’s an exciting play there. Um And then I think also there is an opportunity to use chat GPT or sorry, generative AI in ways that really do enable more representation. Um Working with someone who is um an advocate for women’s rights in India. We’re talking through ways that she could more quickly generate posters and informational materials using generative AI for both images and text for different places on the subcontinent that she couldn’t physically get to. Um And that she didn’t have talent on the ground to get to. That is different though I’ll say from the announcement from LEVI a couple of months months ago that they were going to use chat cheaper generative AI to create a diversity of models rather than hiring people or buzzfeed recently saying um shareholders meeting that they would use AI to help create authentic black and Latino voices presumably um instead of talking to actual authentic black. So um they didn’t, she was a statement a day or two later saying no, no, no, that’s not what we meant, we meant something else. Um But, but my point is there are ways to think about how you can use generative ai as a nonprofit organization to better reach and connect. But also make sure that you are still doing it in a way as I think all of us have said so far, that really does center people that does center communities and isn’t trying to necessarily replace those relationships.

[00:34:11.43] spk_0:
Beth our our master trainer, I see a need for training for leaders for for for users. I mean, I’m not seeing any of this happening now, I’m not seeing how to use, you know, but is there, is there a training issue here for, for people at all levels? You’re sorry,

[00:35:55.78] spk_3:
sorry about that. I don’t want them back. Absolutely yes. But we, I make a distinction between training and learning. Alright. So training professional development, formal ways of learning particular skills and those might be more around the technology, literacy, literacy skills like, you know, prompt engineering, for example. But then there’s also the informal piece of learning which is informally uh discussions with different teams about how it’s changed their job, right? Or uh or, or reflecting on a job description or, or job workflow that needs to be changed and then sharing that with other departments. Um So, you know, so there’s kind of like workplace learning that is connected to with the workplace culture. Um and which in some ways has nothing to do with the technology. It’s kind of like as a result of the technology. Uh what do we now have the possibility to do because we have this freed up time or because we have not spent so much time staring at a blank screen and not doing anything because of blank screen syndrome. You know, chat DBT has like helped us get to that first draft quicker and maybe human editing has done the second and the third, third draft. Um uh and we’ve gotten a better result. Um And that has improved our end results with our fundraising goals or whatever we’re trying to accomplish. Um you know, what comes next. Um So those are the pieces of learning that, um you know, that haven’t been possible a lot of times in nonprofits because we’re so busy trying to get the stuff done on our to do list and, and or were being overwhelmed. So, um so what, what is possible now that we’re able to do our jobs better and we’re able to take on these different tasks. How can we improve our results? Um And outcomes,

[00:36:24.68] spk_0:
George, how are you teaching your, your clients who are hopefully translating that into learning about using non using generative ai are you, are you talking directly to leaders? Are you, are you training users on, on better like skills like better prompting? What’s what does teaching training look like for you?

[00:38:14.82] spk_4:
I mean, we’ve done our best to put out as much free content as possible, first and foremost, to try to, you know, raise the tide of understanding for nonprofits and we’re putting all of that out as fast as I can think to create it internally. We’re having weekly training sessions on use cases for us and we’re actively building and improving on client custom created GPT uh endpoints that pull their data in and their purpose in. I want to go back though to Beth talking about what actually, you know, education and this looks like and we could train you on how to swim over this podcast. We could talk about all the things you need to do. Like I’m watching my daughter learn to swim. There’s no storybook, there’s no encyclopedia, there’s no webinar that you could watch that would teach you how to swim. There is a fundamental component of this. If you jumping in the water and interacting with the tool learning, coming back, realizing where it frankly lies to you. As I am really happy, we have all pointed out where it hallucinates where it’s helpful and where the opportunities are. And by the way that’s gonna change next month and so it’s not a single point in time and, you know, this, you, you’ve been an engineer for, you know, a while and seen it’s like the, you know, the code you played with, you know, a month ago, it’s just different tomorrow and what’s possible is different tomorrow. Um On the other side of the coin, I’m a little concerned, you know, we have gone through and maybe you’re getting anxiety when you hear yet another tool. Yet another tool. There’s over 1600 tools listed on just one site, future tools dot IO. And there’s going to be even more tomorrow. There are 95% of these things that are just going to be gone within a year. So I’m also cognizant of the rabbit holing that can happen in this.

[00:41:48.75] spk_0:
It’s time for Tony’s take two. I’m doing a Give Butter webinar later this month, debunk the top five myths of Planned Giving. I am especially excited about this one because the Give Butter host Floyd Jones and I are gonna be together co located face to face person to person in person real time. So, uh the energy that he brings and I try to keep things light moving. I think we’re gonna have quite a bit of infotainment on, on this one with Give Butter debunked the top five Myths of Planned Giving and it’s Wednesday, June 14th at two p.m. Eastern time. But you don’t, you don’t need to be there you can get the recording. If you can’t make it live. Watch archive. I used to say that on the show, listen, live or archive now it’s just listen, archive no more live but this is listen, live or archive bonafide. Uh If you want to make a reservation, you go to give butter dot com, then resources and resources and events. Very simple. So make the reservation. If you can join us live, that would be fun because I love to shout folks out and I’ll answer your questions. If you can’t sign up and watch the video, it’s all at give butter dot com resources and then events that is Tony’s take two, we’ve got the boo koo but loads more time for artificial intelligence for nonprofits, I’d like to turn to some of the some of the downsides even more explicitly. So we’re all talking about efficiency and uh the the time time saved the dividend of time. But um at what cost, what potential cost, short term, long term, um We’ve already talked about, you know, they’re being a bias towards dominant voices that are existing, dominant voices remaining dominant. Um For you had a great example of someone in in in India, right? Trying to, trying to represent folks that she can’t get to see. So there, I mean, there’s a potential upside but you know, all this at, at what uh at what potential cost and then there’s, we haven’t even mentioned, we mentioned false information, but in the video realm, deepfakes, video and audio, deepfakes, photograph, deepfakes. Who wants to, who wants. I’m being an egalitarian there who wants to uh launch us into the, the risks and downsides part of the conversation.

[00:41:54.45] spk_1:
I’m happy to start, I’ll say for the record, I am generally an optimist. However, um there, there

[00:42:02.41] spk_0:
are some things uh we’ve taken judicial notice.

[00:44:17.34] spk_1:
Thank you. Thank you for the record. It has been noted, I appreciate that. Um So again, just reiterating what we’ve already said, intentionality really matters here without intentionality. Um Things can go really wrong because General Ai has the ability to hallucinate. Um And because General Ai is reacting to what data already exists, recognize that sometimes the things that decisions that we can make based on that could be really wrong. So um if you can think through and imagine how Ai might be used to help with hiring processes, um even with a more standard version of AI, for example, Amazon a few years ago, put some work into developing a system that would identify people who were best poised to be managers and succeed in senior management at Amazon. The results of the AI show that white men from particular schools were best boys. Is this actually true based on skills? No, but it was based on the data that they had, which was trained on their internal data, which showed being a company and Northwest, it just reflected what their practices had been in some of the things they changed. Amazon end up not rolling that out because they had a human in the loop there that sort of looked at what was coming out and showed that in reviewed and determined this is not actually in line with our values is not in line with what we’re trying to do. Um So I think uh pushes to completely remove a human from that decision making loop are ways that generative ai can go really wrong very quickly in organizations think we’ve already started to talk about some of the bias that can appear in results. Um give the example already with gender that is true for um along a number of other demographics as well. And so not correcting for that or recognizing even that even with these large language models, even with something that’s trained on the internet, um not everyone is represented there. And so making a lot of decisions based on what’s there may not give you and may not give you the most inclusive and equitable response that you want. I think those are two ways that this can go wrong.

[00:44:33.58] spk_0:
Allison anything you wanna, you wanna add to this? Sure.

[00:45:47.94] spk_2:
Um So the AI revolution is far bigger than Chad GPT in generative AI AI is going to be built into every software product that an organization buys in. Finance in hr in, you know, customer service in development. Those products were created by programmers who are generally white men and then trained on historic data sets, which as you just mentioned, are deeply biased as well. So you have a double whammy that by the time the product gets to an organization, it has gender and racial bias baked right into it. This again is why it’s a leadership problem, tony, we need organizations to know what to ask about these products, to ask how it was built, what assumptions were made in building and how it was tested for bias, how you can test for bias before that hr software program you just grabbed through into your mix is screening out all of the black and brown people applying for these positions. So these are real everyday concerns about integrating AI into work and why we need to be careful and strategic and thoughtful about how we’re integrating it into organizations.

[00:47:32.67] spk_3:
Yeah, Beth, I really want to pick up on a point that a film made about um the concern about not having human oversight at all times. And one of my favorite examples of this comes from Kentucky Fried Chicken in Germany. And um they were using a generative ai tool that was um that could develop different promotions that they could put out there. And the data set that it was using was a the calendar of holidays in Germany and of course, then some promotional language like 5% off cheesy chicken, right? Um And they got into trouble because there, there was a lot of social media messaging that was just put out their generated by the generative ai and the message was um happened on November 9th, which is the anniversary of Kristallnacht, which is considered the beginning of the Holocaust. And the, and the promotion was, you know, enjoy $5 off a cheesy chicken to celebrate the night of broken glass. And, you know, and so I think that the issue is, is that we begin to put so much trust into these tools that we think of them as human or the equivalent of human intelligence. And that, you know, we just take it for face value and we don’t have that human intervention with those critical thinking skills. And um and that’s where harm could be done um to the end users. Um So I, I just really think it’s comes back to that co batting example that we’ve talked about and again, the, you know, the need for leaders to really be reflective and strategic in how they executed. It’s not just about learning how the right prompts to ask GPT chat to get a particular output.

[00:48:10.15] spk_0:
There was another example of that uh at, I think it was at a college. Uh they put out a press release and at the bottom of the email, it said, you know, generated by chat GPT or something. I mean, so a human, you’ve all talked about humans being involved with the technology you know, a human hadn’t even scanned it to, uh, to know to take that, that credit line off the, off the email. So, you know, like blind usage.

[00:48:58.01] spk_3:
That’s an interesting thing to, to think about. Like, um, do I disclose, like, if I, if I was writing a post an article and I went to GPT chat to, like, because I needed to get it from 1000 words to 750 words. And I could ask it, you know, too long. Didn’t read standby for some text, please reduce from 1000 words to 750 words um which I actually have used, but I don’t take a cut and paste and I actually sat and compared what it, how did, how did it change the language? And one thing I did notice is it took out any sentences that had a lot of personality to them and it transformed it into this very generic kind of text, you know. So again, it requires a human editorial oversight. If you will,

[00:49:20.80] spk_0:
George, you want to talk about risks downsides.

[00:50:17.62] spk_4:
Yeah, I would say this is more of a bigger picture risk that I see as the net result of we’re talking about GPT tools being built into everything we use. One is that, you know, if, if you were using it blindly, you were the product you’re handing over information. Uh There was a actual open ai hack. Well, a hack or data leak where all of the conversations that were being uh stored on the side were accidentally shared and open. And so I think that’s something to be aware of bigger picture. I am watching very closely. The impacts of chat, first search chat, first search bard and being barred is Google’s AI that is now rolled out out of their private into a public beta is going to destroy organic traffic for information based searches to nonprofits. Inside of what I believe is the next two years. The second order effects of that are so many that we would need several podcasts to understand, but I’m no longer telling clients that we should expect more organic traffic next year. Versus this year.

[00:50:57.37] spk_0:
You experienced this with your own with the whole whale site. You, you had, you had, you did a search and it gave and the search tool gave you back some of your whole whale content. It did credit it. But then your concern was that that credit was purely optional, but right, you, you experience this with your own, with your own intellectual property.

[00:52:14.75] spk_4:
I’m watching it across a lot of, you know, we get roughly 80,000 month in terms of monthly users looking for information that we put out there. I test what that looks like when I do similar searches on bing as well as perplexity dot AI and now barred. The thing that scared me the most is that bar just sort of decided not to even bother with the footnotes in its current iteration and just gave the answer to one of uh several articles that dr significant traffic to our site. There are two types of traffic that S C O is providing. It is informational and then transactional. And so for the informational, I would encourage your organization to do some of these sample searches and begin to plan accordingly. And it makes me a little sad that that part of nonprofits ability to be a part of the conversation when somebody’s asking for, I don’t know information about prep and HIV information or something about L G B T Q rights history doesn’t get you engaged with the organization. It just gives you the answer and there’s something missing there that I think is going to have negative downstream impacts for social impact organizations. And

[00:52:22.87] spk_0:
you expect to see declines in there

[00:52:38.37] spk_4:
will be a decline, significant declines. And that’s concerning to me because it’s cutting non profits out of the conversation that they have traditionally been a part of when people are looking for information. And especially in a time where we’re going to have a rapid increase in disinformation because these tools can be used to create that at scale.

[00:54:19.95] spk_0:
We already have enormous disinformation. It’s hard to imagine it growing exponentially or logo rhythmically. Um I’m interested in what you all think about my concerns. Uh Executive summary that it will make us dumber my my, my reasoning behind that is that a lot of what we’re suggesting, not just us here today, but a lot of what is being suggested is that, you know, it’s, it’s a tool, generative ai is a good tool for a first draft. Uh Beth, you mentioned the Blank Screen syndrome, but to me writing that first draft is the most creative act that we do in writing or in composing, it could be music. And my concern is that if we, if we’re ceding that most creative activity away, and then we’re reducing ourselves to editor or copy editor, not to, not to minimize the folks who make their living editing and copy editing, but it’s not as creative a task for a human as sitting in front of that blank screen or that empty pad for those of us maybe start, maybe start with pen and paper and, and then we’re seeding the most creative activity away and reducing our role to editor, which is an easier job than starting from whole cloth. And so I fear that that will make us uh dumber, reduce our creativity. And I’m saying, you know, generally dumber, you’re all being so polite. You could have just jumped

[00:56:12.96] spk_3:
in. I was well, I, I didn’t want to just interrupt you. Challenge you, but I do want to challenge you. I agree with you, but I also disagree with you. Um So one piece of this one thing that I worry about and it might be um science fiction, but I, um, and I haven’t yet seen research on this, but I do know there’s this thing called Google Brain. You may be familiar with it. Um You’re trying to remember something and you can’t remember it because you haven’t exercised your retrieval muscles from your brain. So you go to Google and you start Googling to, to remember something and it’s a thing called Google Brain. And there was a study that showed that people who were using Google Maps or the other or Apple maps um to navigate. Um it is making their geospatial skills less robust. Um And so the recommendation is you don’t want to completely lose your ability to navigate that you should like get a map, get to go back to a paper map. So there’s definitely some and there is research around this that there’s definitely when you’re doing something in an analog way, if you’re writing it down, it encloses your brain in a different way than if you’re typing it. So the thing that I worry about with this is less about it being creative, taking our creativity away because I think if if you’re trained as a prompted engineer, you could be trained to like brainstorm with it right in a way that sparks your creativity versus takes it away. But what I’m worried about is how does this affect, how will this affect the human brain? Um You know, down the road another decade or so that if we’re not using our brain skills of encoding information and retrieving information and it’s like a muscle, you know, is that going to make us more at risk for dementia or Alzheimer’s down the road? Um, I know it sounds crazy but that’s like the thing I worry about.

[00:56:47.28] spk_0:
I don’t think it’s crazy. That, that’s what I’m concerned about. I’m, I’m concerned on a world level that we all collectively will, will just not be as creative and I’m calling that will be dumber. I

[00:57:49.77] spk_1:
don’t think the amount of creativity and innovation is sort of finite and that if we use tools that we’re no longer going to be creative, I think we have computers now to help us draw, to help us um write, we can write on a computer versus before we had to use different paper, we had to only draw with a limited set of tools when we got, um you know, computer aided graphics and more, we just had more different ways to see the world, more different ways to uh to figure out what images we wanted to see and how we wanted to engage. Also someone who likes to write a lot. I’d say I’m really grateful for my editors and the fat that their brains were different than mine do when I start writing. And so um those skills are complementary. But I say that because I think that we will have to change sort of will evolve, how we think, what we think about and how we work. But I think that is a different type of creativity, different types of innovation rather than us just no longer being creative. Yeah,

[00:57:55.80] spk_0:
I didn’t mean eliminate our creativity but reduce it. It’s

[00:58:10.94] spk_2:
important tony to stay out of these binary arguments of AI is so bad or AI is so good, it is going to be a mix as technology always has been. I was just reading a book the other day that talked about the introduction of moving pictures and how how appalled people were that, you know, they could see these images over and over again, right? And was going to take away all of people’s creativity.

[00:58:23.12] spk_0:
The same thing when when silent movies became talking,

[00:58:36.56] spk_2:
you know, we do this every time we are changing our brains. I’m not saying that we aren’t, however, there is going to be an explosion of creativity of jobs we haven’t thought of yet of opportunities, we haven’t thought of that comes out of this next chapter that we are just beginning now. And I think it’s important to go into this with as much information as we can cautiously again, but with a sense of X with a sense of excitement and adventure as part of this because something really, really interesting is about to unfold.

[01:00:49.90] spk_3:
And I just want to also affirm what Allison just said this kind of new creativity and it was making me think of. Um I think it was about a year ago that dolly came out, which is the image generator um that works by looking at patterns and pixels of images that are on the internet. Um And, and create something new based on your response. And I know um and I heard an artist talking about this, like, you know, there’s this whole debate about, you know, should, is it our tools like dolly that are analyzing pixel patterns and images created by real artists? Are they stealing their work without their consent or without their compensation or is it or is this like creative thinking tool? So I, you know, I was messing around and I have a black and white Labrador party, you know, a Labradoodle party, black and white guy. And so I, I asked, you know, create a image of a black and white party. Labradoodle surfing a wave and the style of Hokusai. And it generated for um images in the style of Hokusai. Some of them were silly. Some of them were, oh, this is really interesting and it prompted me, oh, what would it do if I asked it to do this in the style of Van Gogh or the style of money? And then I started getting all these other ideas about things that I wanted to do. And before I knew it, I had 1000 different images of a black and white party. Labradoodle doing all kinds of things that I wouldn’t even have thought of if I hadn’t seen, like, the response that it gave me from the first one. Um, but so is that different than if I were to, if I just did a brainstorm with myself about what I could draw, if I could draw anything, or is this aided creativity much in the way that an artist would go out, you know, and look at landscapes for inspiration.

[01:01:22.10] spk_2:
Yeah. Now one place, one place in a lot of trouble, tony is the fact that our policy makers are so far behind on AI, right, we’re gonna have enormous copyright issues. We have enormous ethical issues coming up of when AI should be used in policing. The department of Defense is experimenting right now with completely automated lethal drone weapons. Is that really who we want to be that we have robots killing people without any human oversight on the ground at all or, or in, you know, some, some headquarters at all, there are really profound policy issues that we should be talking about right now and we are way behind on those

[01:01:51.16] spk_0:
George you wanna comment on the role of government or, or push back on my

[01:02:45.37] spk_4:
uh the role of government is beyond my pay grade. If I’m honest, um you know, I’ll stick to my scope. I will say though tony in 2004, podcasting became a thing, new technology before that there were gatekeepers there and I think you’ve done very well as like as far as I know the longest running podcast for nonprofits, like it opens up new opportunities. There are over two million images created on Dolly per day and that was back in October. So I’m willing to bet it is increase the output, you know, at, um and on a personal level, like it has increased my output and I have, you know, had a lot of fun building and working with it. And as it, you know, unblocked me for, for the new creation of content undeniably though the way we use tools then shapes the way we change. And I do agree, there is a depth of knowledge potentially lost in being able to simply say, write me an article about this thing and then I tweak it as opposed to that part of learning an approach. And I think academia is um really reeling from how to teach this next generation. And I’m, I’m curiously watching how they train the next generation of people coming into the workforce on

[01:03:24.54] spk_0:
you all gave, well, let me say you all gave your all optimistic about your, your, your, your all probably more optimistic. I’m, I’m, I don’t know if I’m skeptical, I’m just concerned, I’m just concerned about the dumbing down of the culture and the culture, meaning the world

[01:03:31.72] spk_2:
culture, you

[01:03:33.67] spk_1:
know,

[01:03:36.64] spk_2:
have you seen our culture? How much dumber?

[01:03:39.30] spk_0:
Yeah, we’re starting at a pretty low level. That’s, that’s how bad I think it could get. Yeah. Yeah,

[01:05:17.38] spk_1:
I just wanted to uh um just emphasizes, I don’t think we spend enough time on one of Alison’s last points about the, um the copyright issues, the ownership issues, even as the data economy has exploded since the age of big data was declared. Um We have created systems that really extract from certain people, some certain populations, historically marginalized populations rather than enable and empower these same populations who stated we then rely on or I should say corporations in general sometimes oftentimes nonprofits as well. Um And that is just um increased at scale with generative ai with AI more broadly, right? And that um you know, especially with generative ai and things that scrape the whole internet of things that people put out there no longer as George uh mentioned no longer at attributing sources, no longer pointing to source material, no longer giving credit to people. Uh Same with artists and music and others. I think that is a huge issue. And I think one um from an ethical perspective, ethical perspective, especially for a nonprofit whose mission is to empower marginalized communities. And that’s a particular nonprofits mission. It’s a big question to consider of how and when should you use generative ai systems that do not um attribute information. Um And don’t sort of close that loop back to the people who powered the systems?

[01:05:25.25] spk_0:
All right.

[01:05:26.81] spk_1:
I don’t know, that’s a positive note, but it’s a note that was,

[01:07:14.66] spk_0:
that was more mixed and positive but great valuable points, you know, great promise um with potential catches and leadership, the importance of leadership and, and proper usage and all. All right, thanks to everybody for Bruce, you’ll find her on Twitter at underscore Bruce. She’s principle of A and B advisory group, Allison, fine president of every dot org where there are fires to put out. You find Alison on linkedin, Beth Cantor at Beth Kanter dot org and George Weiner, Ceo of whole Whale whole Whale dot com and Georges on linkedin. Thanks everybody. Thanks very, very much. Next week. What power really sounds like using your voice to lead and using your executive skills if you missed any part of this week’s show, I beseech you find it at tony-martignetti dot com. We’re sponsored by Donor Box with intuitive fundraising software from donor box. Your donors give four times faster helping you help others donor box dot org. Our creative producer is Claire Meyerhoff. The shows social media is by Susan Chavez Marc Silverman is our web guy and this music is by Scott Stein. Thank you for that affirmation. Scotty B with me next week for nonprofit radio, big nonprofit ideas for the other 95% go out and be great.

Nonprofit Radio for May 22, 2023: Multigenerational Technology Teaching & Goals Aligned With Technology

 

Lauren HopkinsMultigenerational Technology Teaching

If you have folks spanning the generations working or volunteering for your nonprofit, you may have noticed they learn technology differently. Lauren Hopkins shares the strategies for teaching tech across the generations. She’s from Prepared To Impact, LLC.

 

 

Jett WindersGoals Aligned With Technology

Step back from your technology decisions before you buy the shiny, new apps. What are your goals for the tech? And how does the tech support your overall goals? Jett Winders from Heller Consulting helps you think through it all.

These both continue our coverage of NTEN’s 2023 Nonprofit Technology Conference, #23NTC.

 

Listen to the podcast

Get Nonprofit Radio insider alerts!

 

I love our sponsor!

Donorbox: Powerful fundraising features made refreshingly easy.

 

Apple Podcast button

 

 

 

We’re the #1 Podcast for Nonprofits, With 13,000+ Weekly Listeners

Board relations. Fundraising. Volunteer management. Prospect research. Legal compliance. Accounting. Finance. Investments. Donor relations. Public relations. Marketing. Technology. Social media.

Every nonprofit struggles with these issues. Big nonprofits hire experts. The other 95% listen to Tony Martignetti Nonprofit Radio. Trusted experts and leading thinkers join me each week to tackle the tough issues. If you have big dreams but a small budget, you have a home at Tony Martignetti Nonprofit Radio.


View Full Transcript

Transcript for 641_tony_martignetti_nonprofit_radio_20230522.mp3

Processed on: 2023-05-20T20:04:09.702Z
S3 bucket containing transcription results: transcript.results
Link to bucket: s3.console.aws.amazon.com/s3/buckets/transcript.results
Path to JSON: 2023…05…641_tony_martignetti_nonprofit_radio_20230522.mp3.525905002.json
Path to text: transcripts/2023/05/641_tony_martignetti_nonprofit_radio_20230522.txt

[00:02:07.29] spk_0:
And welcome to tony-martignetti non profit radio. Big non profit ideas for the other 95%. I’m your aptly named host of your favorite abdominal podcast. And this is number 641 which means we are just nine weeks away from the 650th show. 13th anniversary coming in July. Oh, I’m glad you’re with me. I’d suffer the effects of dextrose gas tria if you upset my stomach with the idea that you missed this week’s show multigenerational technology teaching. If you have folks spanning the generations, working or volunteering for your non profit, you may have noticed they learned technology differently. Lauren Hopkins shares the strategies for teaching tech across the generations. She’s from prepared to impact LLC and goals aligned with technology. Step back from your technology decisions before you buy the shiny new apps. What are your goals for the tech? And how does the tech support your overall goals? Jet Winders from Heller Consulting helps you think through it. All these both continue our coverage of N tens 2023 nonprofit technology conference on Tony’s take to share, share. That’s fair. We’re sponsored by Donor box with intuitive fundraising software from donor box. Your donors give four times faster helping you help others. Donor box dot org. Here is multigenerational technology teaching.

[00:02:29.17] spk_1:
Welcome to tony-martignetti non profit radio coverage of 23 N T C. The nonprofit technology conference we are at the Colorado Convention Center in Denver where we are sponsored by Heller consulting technology strategy and implementation

[00:02:31.98] spk_0:
for nonprofits. With

[00:02:34.41] spk_1:
me. In this meeting is Lauren Hopkins. She is social impact consultant at prepared to impact LLC Lauren Hopkins. Welcome to

[00:02:46.00] spk_2:
Nonprofit radio. Oh, thank you so much. Thanks for having me. I appreciate it. Pleasure.

[00:02:53.09] spk_1:
I love your topic. We’re talking about teaching to technology skills in a multigenerational workplace on the baby boomer. You’re a millennial. I am and we will try to bring in a couple of other Jen’s as well. We don’t want to exclude Gen X and sometimes it does sometimes feel a little left out or

[00:03:09.88] spk_2:
they don’t think they feel left out. I don’t think so. As long as we provide the tools, I don’t think so. Okay.

[00:03:17.34] spk_1:
Um And Gen Z, of course. Yes, we’re not going any younger than that. Now.

[00:03:21.41] spk_2:
We do have the traditionalist um younger or I’m sorry, older than the baby boomers. And we discussed that in myself. Okay, traditionalists, traditionalists. Yes.

[00:03:33.10] spk_1:
Okay. Because I’m a young boomer at 61 where traditionalists, I

[00:03:38.33] spk_2:
believe the traditionalists if I recall about 78.

[00:03:57.48] spk_1:
Okay. Well, there still are some 78 year olds in the workplace, especially returning to returning to work, perhaps second career. Okay. Okay. Thank you. I don’t want to leave out and I don’t want anybody traditionalists. So uh just give us, give us like overview. Why did you, why do you feel we’re not doing as well as we could training across the generations?

[00:04:45.23] spk_2:
Yeah. Well, you know, so I really enjoy teaching technology skills. I started as a social worker and I started to um teach technology skills in various sectors. And so Department of Social Services, teaching software implementation. And then I went to Aflac teaching the same thing and in the nonprofit field, and I really feel as though we have individuals within, within the various generations that still have a lot to learn and depending on the learning styles, their learning needs are very different. And so the strategies that we use to teach the technology could vary based upon the generations.

[00:04:52.04] spk_1:
So when you say their learning needs you there starting in different places, starting

[00:04:56.47] spk_2:
in different places and their learning styles as well,

[00:04:59.84] spk_1:
comfort

[00:05:01.18] spk_2:
their comfort and um and the tools and strategies that we will use to reinforce some of that learning some of the activities and such may be different based upon the generation.

[00:05:15.15] spk_1:
One of your takeaways is learning how people value training differently, they value it differently. That was interesting what I’m not, I don’t think of valuing training. So I’m obviously not in the mainstream. So that’s why I’m talking to you because I need help. So how do people value it differently

[00:06:12.37] spk_2:
across the ages if you think about it? Um with some of the, with the baby boomers and we the traditional list, they genuinely want to learn. Um They just may need some, some help along the way where we think of millennials and the Gen Zs. It’s sort of as if um they’re just expecting for the information um to be provided to them. And so we just want to make sure that we’re providing the information that they need to be, to be successful. So it really, it depends on how the information is provided that their values may change.

[00:06:20.18] spk_1:
You have some techniques to talk about. Yes, for training across.

[00:06:26.30] spk_2:
Absolutely.

[00:06:28.01] spk_1:
Let’s, let’s dive in. Okay. Don’t sell short now. And nonprofit radio listeners don’t, don’t, don’t, don’t hold out okay. But what’s, what’s the technique? Which, which one, what should we start with?

[00:07:08.68] spk_2:
Let’s start off with the traditionalists. Okay. Yes. So with the traditionalist one, one thing that we do well with the traditionalists and the baby boomers, we want to make sure that we are providing step by step tools and strategies for them to be successful. So if you are training on some technology skills, make sure that you do have the step by steps with screenshots available and really encourage them to, to go ahead and print that out. So within the training, if your training is virtual or if it’s in person, they can follow along really well. Also, we want to make sure to the best of your ability if we do have someone of a younger generation that maybe we can partner them together with someone of the older generation and they can, they can assist in the learning process.

[00:07:31.30] spk_1:
Students.

[00:07:57.50] spk_2:
Yes. Yes, both are learning because we’re talking about a multigenerational workplace. Um And so, um and also with the baby boomers and the traditionalists, they both prefer to learn within a traditional in person classroom setting. But we know that that’s not always possible. And so we want to make sure that we are um making some accommodations to ensure that they are getting the information in the best way that they receive it the best way that we can. Okay.

[00:08:06.56] spk_1:
So in person is better for the older folks

[00:08:11.28] spk_2:
better and well, let me say preferred is preferred for them. Um Research shows

[00:08:19.45] spk_1:
preferred their prey, but it may not be

[00:08:21.23] spk_2:
possible. How do you, how do you like to learn? Do you prefer virtual as a baby? You say your baby? Right. So do you prefer to learn virtually or in person as far as if you’re learning new technology skills? Yeah,

[00:09:01.32] spk_1:
I have a two part answer to that first is I generally don’t like it when guests turn the tables and put me on the spot. That’s the first, that’s the first answer. But the second answer I will go along with you. Is, uh, no, I prefer, I’d much rather be in person. Yeah. I also prefer speaking to in person audiences. Um, I prefer in person into like this. I mean, I have to do most of them over Zoom because the guests are from all over the country and I live in North Carolina. But, um, are you in

[00:09:10.28] spk_2:
North Carolina? I am from, I’m from North Carolina originally. I now live in South Carolina. Where are you, where are you from? I’m from Hickory and then I went to undergrad in high point and I also lived in Wilmington’s.

[00:09:21.44] spk_1:
Okay of those three. I’m the closest to Wilmington’s. I live in Emerald Isle. You know, the little beach town about an hour and a half above Wilmington’s. Yes,

[00:09:30.36] spk_2:
I do love it. Small world. Where’s hickory hickory hickory? It is at the foothills and so it is about an hour from Charlotte and about an hour and a half from Asheville.

[00:09:44.83] spk_1:
Okay. Okay. Foothills. Alright. Alright. I’m originally from New Jersey. Okay. Okay, cool. And you’re in South

[00:09:49.70] spk_2:
Carolina? I do live in South Carolina now Columbia, South Carolina settled down there. So

[00:10:30.84] spk_1:
that’s the capital of South Carolina in Columbia, South Carolina. Don’t think I don’t know why. Yeah. Okay. So, um, yes, so I prefer in person, everything, audiences, learning interviews, um, meetings with, I do plan giving, consulting, fundraising. So I much prefer to meet donors in person, but a lot of times phone has to suffice. And for the older folks that I’m working with, they’re usually not interested in being on Zoom, they’ll do it for their grandchildren, but they’re not gonna do it for me, which is fine. So I pick up the phone, I got you. But I’d rather be in person whenever I can whenever I can.

[00:10:36.81] spk_2:
May I ask something? Then

[00:10:38.82] spk_1:
after my first answer to the last question you’re still gonna ask again?

[00:11:18.05] spk_2:
It’s not a question. It’s not a question. But as far as far as baby boomers and the traditionalist, I also recommend providing an option for them to call. That’s what reminded me uh providing them an option for them to call the, the training consultant, whoever’s doing the training in case they have questions. Um If there’s a phone available phone number, because oftentimes with technology, you know, we want them to email if they have questions or send a message. But with those two generations, they prefer to pick up the phone or if there’s an option to meet in person, not sure if that is possible. But um at least the phone option will be great better

[00:11:42.12] spk_1:
than email or text. Makes perfect sense. It’s what they grew up with. Exactly. And an email and text or what the other generations grew up with. Exactly. So follow up phone offer, phone, follow up anything else for dealing with Boomers, traditionalists? Not right now. Okay. What if maybe we’re gonna get to this. What? Yeah. Alright. So you are we gonna be talking about having multiple generations like in the same class? Yes, like you said, pair off somebody younger with somebody older. Okay.

[00:11:57.72] spk_2:
Okay. Yeah. So one of my suggestions is to um in your training plan, look at the learning styles of all these generations, figure out what is best or how each of them learn best and just implement various little nuggets that meet the needs of all of the generations. That is my suggestion instead

[00:12:16.66] spk_1:
of like what give me some sample nuggets.

[00:13:30.31] spk_2:
Sure. Yeah. And so for the, let’s start, let’s start at the top. So for the um for the traditionalist and for the baby boomers, like I said earlier, you may want to have a um a print out of the step by step guides for the Gen Xers. They love independent work. So for the activities to reinforce that learning, if you have some independent work that would be helpful um for the millennials, they also enjoy group work. And so after the session, if we have some group work, that would be great. And um we can reinforce their learning to by pairing them up with someone who’s a bit older and helping to strengthen both groups. And then for the Gen Z’s, they love videos, training videos. 3 to 6 minutes is the sweet spot videos of 3 to 6 minutes. Because remember this is the generation that goes to youtube for answers to almost anything. And so videos will be great. And so um if we can have trainings and then implement just little pieces that are catering to the various generations inside of the learning plan or the training plan, that would be ideal.

[00:13:37.53] spk_1:
Okay. So take a hybrid

[00:13:39.11] spk_2:
approach. Exactly. Touch

[00:13:45.58] spk_1:
everybody with what they need and this is all research based. We know Gen Z does much better. Exactly. Two

[00:14:01.32] spk_2:
six minute video. Yes. Yes. And for those who have attended the conference this year, the learning materials and my slides with the references are online. Okay, so they can pull that

[00:14:03.12] spk_1:
up, walking your talk. Alright. Yeah. Um what else other, other techniques across the generations? We got plenty of time

[00:14:22.38] spk_2:
together. Okay. So let’s go with the Gen Xers. They really enjoy being active and so their activities, if they can be active, that would the ideal um any type of gaming that would be great too. So um in their activities, if they can get up and move, if it’s in person or if it’s virtual, let’s set up a way that the activities can help them to just be active and implement what they are learning. That’s key.

[00:14:43.66] spk_1:
So active, meaning they get up out of their

[00:15:35.85] spk_2:
seats. Oh yeah, that’s good. Let me clarify, let me clarify. Yeah. So for active you could get out of your seat. But an activity. So what I like to do is say for instance, you have a, um, an activity plan for them to, let’s say I used to work at our local United Way, United Way of the Midlands in Columbia, South Carolina. And I taught the homeless management information system to about two huh 100 users. Right. And so what I like to do is after their New Year’s or trainings, I would email them a task sheet for them to complete their tasks. And once they finish that task sheet, go ahead and send me their work and I’ll look over it. So that is a way for them to be active. Now, depending on the resources that your agency have, you may have um some gaming um strategies or tools. My agencies did not have that. So we work with what we have. Um But that is a way just for them to be um to be actively doing something and to reinforce the learning that has taken place.

[00:16:40.97] spk_0:
It’s time for a break. Stop the drop with donor box. It’s the online donation platform used by over 100,000 nonprofits in 96 countries. It’s no wonder it’s four times faster. Checkout, easy payment processing, no setup fees, no monthly fees, no contract. How many potential donors drop off before they finish making the donation on your website? You can stop the drop donor box helping you help others donor box dot org. Now back to multigenerational technology teaching with Lauren Hopkins.

[00:16:48.01] spk_1:
What about Gen Z. Anything? Anything further further for Gen Z besides the video?

[00:17:05.26] spk_2:
Yeah, just for, for Gen Zs and for millennials, one thing to note is that they love learning management systems or LMS as most people. Um Well,

[00:17:06.23] spk_1:
I have Jargon Jail on non profit radio. So I’m glad you opened with learning management system. LMS would have to call you out. What the hell is an LMS?

[00:18:48.07] spk_2:
Um So the LMS for learning management system that have a feel of social media. All right. So if we have a discussion board, if we um have some sections that just feel like social media, that you can put together a poster or um share a tidbit or tip of the day that just feels like social media that would be helpful. Now, if your agency does not have those type of resources, that is okay. Another thing that is helpful, especially for the millennials is if there is a blog for um this generation really enjoyed blogs. And so if there’s a blog where you as a trainer can introduce some tips, so say for instance, every week or two, you do a tips Thursday or tips Tuesday or whatnot and introduce or post a tip for them to be utilizing the system. That would be, that would be great also. And another thing as well, remember remember that with these videos, we have to have somewhere to store them, right? And so one thing that I do a couple things that I suggest finding a mutual place where we can store the videos via your, the L M s or maybe it’s a site that is open where you can store those, those videos, a screen share videos that could be helpful as well. Um And also I’m not sure if it’s possible, but depending on your agency, if your company has a, a, a, a company, youtube, see if it’s possible where you can record the screen of some trainings, just making sure that it’s not any confidential information on the screen. But see if we can store it on there. And remember too that the videos should be between 3 to 6 minutes if that’s not possible. 20 minutes or less, but the sweet spot is 3 to 6 minutes.

[00:19:19.53] spk_1:
Yes. Um What kinds of you already had your session? I did. What kinds of, what kinds of questions were you

[00:20:21.73] spk_2:
getting? Yeah. So I got a couple questions. One question that we got was for the baby boomers and for the um traditionalists if they are in this um in the classroom and um we cannot implement in person trainings, how do we teach them? What’s the best way? And so one thing that I really enjoy doing, especially with training software is for those generations, I really like to do one on one training. I love to do one on one training. And so what I offer them is let’s meet one on one now in my um in my work experience, we always use teams. And so, and I’ve also um I use some others too, but mainly teams, but let’s go ahead and share your screen. And what I like for them to do also is for them to drive the training. So I don’t, I always prefer if the learners, no matter what the generation is, if the learners will share their screen and, and drive and I will teach them as they practice. Dr

[00:20:32.68] spk_1:
meaning what they decide what the topics

[00:21:54.58] spk_2:
are, training, training agenda. Yes, we have a training agenda. Exactly. So let’s say for instance, I am teaching um a staff member at a local shelter how to check a client into a bed using a particular software. What I’m going to do as the trainer, if this is their first day, I’m going to ask them to log into the system. Be it the live system or a training system somewhere? They can mess up in and practice or whatnot and share their screen. I’ll give them a login, share their screen and I will teach them. All right. This is where you go to enter in the client’s name. Okay, go ahead and do that. Alright. Next, we’re going to click on such and such. Okay, go ahead and do that. Um And so that’s what I mean by driving. So letting them um letting them navigate and, and play around and see what it feels like also I do enjoy and I do suggest rather having step by step guides like I’ve mentioned before. But if your agency does not have that or you don’t have time to create it or whatnot, because we do know that a lot of nonprofits, they have a smaller staff and such or, you know, smaller department. So that’s okay. Make sure you give your learners no matter what the generation time to write notes, um write notes during the trainings. And so make sure that, you know, you’re taking your time and and can write, allowing them to write some notes that that is a huge tip.

[00:22:06.64] spk_1:
Any other valuable questions you got? Oh,

[00:23:01.81] spk_2:
yeah, let’s see here. I did have a question about um oh, confidential information. Um Someone asked me a question about um confidential information and sharing, not sharing the confidential information. But what if it is a part of the new software? Let’s say that it is an electronic health health record that your agency is in implementing. And so one of my suggestions is to just ensure that the company that, you know, the company’s policies and what can be shared during training and what should be only shared, you know, in, in the real world. And so that, that is um that is huge. Someone said that oftentimes that is the question, should we be sharing this or whatnot? So that’s my suggestion that just look at your company’s policies as far as the training or if y’all don’t have that, um, go ahead and implement something, what should be shared during these trainings, what can be shared or if we need to go ahead and make up some dummy data

[00:23:09.39] spk_1:
beforehand, dummy database.

[00:23:12.76] spk_2:
Exactly. And then sometimes with some databases, um if there’s not a dummy database, maybe that we can make up some data in the live one and just delete it. It just depends

[00:23:25.57] spk_1:
or something. Exactly.

[00:23:29.61] spk_2:
Exactly. Yeah. So that’s part of the pre planning process.

[00:23:34.53] spk_1:
You were going to have folks practice designing strategies. Now, how did you, we can’t practice here but how did you set folks up to? It was

[00:24:37.91] spk_2:
great. Yeah. So what I went ahead and did, I created five different scenarios of agency that are implementing a training, a tech training. And so what we did is we went around the room and we split up the individuals and um they went ahead and I created a pre created objectives for the scenarios for the, for the training plan and they put in place some activities for them. And then also that could be um that could be used to teach the information and then a skills check activity. So how can we ensure that the learner has um understands the information? And so it went really well. And then after that, after um after the groups, we probably spent 15, 18 minutes or so and then the various groups went around and shared with the entire um and with the entire class, their ideas one or two minutes, but they gave us some um some fresh ideas that they have utilized in the past. And then, um as they, as they were working in the team, how they brainstormed then went really well. Now

[00:24:57.73] spk_1:
skills check. Sounds to me like a euphemism for test.

[00:25:26.15] spk_2:
Yeah. Well, it doesn’t have to be though. It does not have to be a quiz. It could be say that that task sheet that I was telling you about earlier, do this, do this and then once you finish these tasks, send me say the client number or the client I D and I will check it out. I’ll check it out before you get access to the life site. I really like to do that or it could be um just do this worksheet and go ahead and write down the responses oftentimes to with these skills checks. They don’t need to turn them into, you know, if you want them to and that could be an evaluation part or evaluation strategy for you as a trainer to make sure, okay, our folks really learning what they need to learn but sometimes it’s a way for them to just practice. Mm hmm.

[00:25:47.36] spk_1:
What did you learn in your session? You know?

[00:25:51.06] spk_2:
Yeah. That’s a good question.

[00:25:52.91] spk_1:
I finally 23 minutes in decent question comes out of this guy. I

[00:28:21.56] spk_2:
love it. No. Um So what did you take away? Yeah, my takeaway was that I really through that activity of the scenarios and then creating a training plan. I actually came, came away and walked away with some good ideas, um, that I could actually use in the workplace or share with others. And, yeah. So, um, let’s see here. Oh, one particular group they stated that they would have a hybrid training, so to meet the needs of all of the generations, they would introduce a hybrid training instead. So virtual for some and then in person for others um that’ll be really helpful. Also making sure that we have a step by step guides um available. That is really good. Um I did have if I could go back to the one question that you stated about um about the questions that some folks asked. So one thing that someone came up to me afterwards, they stated that they work for um they work for Salesforce and they train um the Salesforce Salesforce software with different agencies and because sales force can be so customizable, she was wanting to know what are some suggestions or what is a suggestion that you have for the step by step guide piece, especially for some of the older generations or even the video piece also because sometimes you don’t want to create too many videos because the screens may change because it is customizable. And so um and I did ask her, I said, okay, Well, do you have relationships with these individuals? And she said, yeah, so, so she’s not just going in one day and then just leaving. So over time, I did encourage her to just get to know the learners, um try to figure out what their needs are and to create a video for that agency specifically for that agency that may be helpful. And then as the software changes, she may need to um recreate a video, but hopefully that will last a little bit for, you know, once they’ve been, you know, customize their screens have been customized a bit, but that is one suggestion. She said that was very helpful. Um So, you know, she may not, she said she didn’t have time to do the step by step right now guides. So that’s okay. Um But let’s see if we could do some videos and because the video should be 3 to 6 minutes. She said that maybe, oh, maybe I could do some short videos depending on the topic and go ahead and create those and share them with the agency. All

[00:28:50.26] spk_1:
right, Lauren. Um You want to leave us with some uplifting thoughts about, you know, why it’s important to be all inclusive in your training.

[00:29:29.53] spk_2:
It really is. Well, thank you and thank you for the opportunity. So this subject matter is very close to my heart. I really enjoy training and especially those of the older generation. Um No offense but baby Boomers and the traditionalists. Yeah, they’re actually my favorite generation to teach. And I think oftentimes as we’re thinking about technology, we sometimes leave out um, Gen Xers, baby boomers and the traditionalists and we sort of forget about those learning needs. Now. Um I did not share this and you might not, you might know, but I actually have a doctorate in curriculum and instruction and,

[00:29:37.18] spk_1:
yeah,

[00:29:57.86] spk_2:
that’s okay. And so, um so training and learning is just very close to my heart. So just remember that no matter what the generation is, um just please keep in mind their learning needs and that if they’re in the classroom, they might be forced to be in the classroom depending on their jobs. But they all have various learning needs and they have um they have value at the agency and we need to equip them with the tools to be successful. We really do. And so um so it’s just been, it’s been very, very good, it’s been a good experience and I really hope that folks can take some of this information and use it at their workplaces and in their communities, at

[00:30:53.57] spk_1:
the very, very least rages consciousness. You need to be aware, sensitive to the different values, the different learning styles, learning needs of everybody who’s in your workplace. Not just the folks who are new to the organization or not just the folks who are of a certain age of a certain age, of course, So raising the very bad, I mean, you’re going way beyond just consciousness raising, you have a lot of very good ideas too. But greater consciousness is

[00:31:14.33] spk_2:
absolutely. And one other thing if you don’t mind, the you brought up a good point in saying beyond the new user training, the initial training, remember that just because the users of any generation has completed, the new user training does not mean that they don’t need on going training. So we want to remember that and make that a part of the overall training plan for ongoing training.

[00:31:21.49] spk_1:
Our staff, absolutely, internal professional development. People want to feel supported otherwise, quite quick. Yes.

[00:31:29.61] spk_2:
Yes, absolutely.

[00:31:35.61] spk_1:
I would like to put something on the record that I am a very young 61 born, born in 1962. So very among the youngest of all the baby Boomers is me on the record. I love it. Dr Lauren Hopkins, Dr Lauren Hopkins. Thank you very

[00:31:48.43] spk_2:
much. Thank you. I appreciate it, tony. Thanks for having me. My

[00:32:03.59] spk_1:
pleasure. She is social impact consultant at prepared to impact LLC. And thank you for being with me for our 20 our 2023 nonprofit technology conference coverage where we are sponsored by Heller consulting, technology strategy and implementation for nonprofits.

[00:33:23.25] spk_0:
Mhm. It’s time for Tony’s take two. Hello, who can you share non profit radio with? Maybe it’s among your friends, your colleagues who on your board should listen at least who on your board. Would you like to have? Listen, first step is you gotta share the show with them or who did you used to work with that you’re still willing to talk to. Could you by chance mention non profit radio on your linkedin or Twitter Mastodon? I’d be grateful if you tag me. I will certainly give you a shout out. And I thank you very much for thinking about who you could share non profit radio with and then sharing non profit radio. Thanks very much. That is Tony’s take two. We’ve got just about a butt load. More time here is goals aligned with technology.

[00:33:54.88] spk_1:
Welcome to tony-martignetti, non profit radio coverage of 23 N T C. You know what that is? You know, it’s the 2023 nonprofit technology conference that is hosted by N 10 and that we are in Denver, Colorado. We are hosted by Heller consulting technology strategy and implementation for nonprofits. And from Heller with me now is Jet Winders, Director of Sales at Heller Consulting Jet. Welcome to non profit

[00:34:00.76] spk_3:
radio. Thank you for having me, tony. Pleasure.

[00:34:04.57] spk_1:
Absolutely. Your session topic is how to align your nonprofit’s goals with technology. That’s right. Why is this an important session? Why do we need this?

[00:34:24.12] spk_3:
Yeah. You know, for so many organizations and certainly for tech enthusiasts at a conference like this, sometimes we geek out on the and want to jump straight to what system or what tool are we going to use? And it’s really important to step back and think about what is the goal of using that tool. So what is your nonprofits goals to even start with and then align that with the technology? Because the technology is always advancing something the organization is trying to do,

[00:34:52.20] spk_1:
right? The technology is advancing, presumably your mission certainly is stable. Your goals are going to evolve to achieve achieving that mission. But we need to align these moving parts basically.

[00:34:57.38] spk_3:
That’s right. You know, non profits, they spend a lot of time building strategic plans and they’ll outline, you know, what those North Star goals are and then what those specific levers they’re gonna pull, you know, whether that’s increasing fundraising or awareness or patient outcomes. Those are the goals that the technology is driving towards the goal is never let’s adopt a new tool just for the sake of doing it.

[00:35:22.22] spk_1:
So I’m taking from your, from your learning objectives, identifying technology strategies and how those affect software solution. So what kind of technology strategies are we talking

[00:36:13.40] spk_3:
about? Yeah, you know, sometimes we talk about uh organizations, you know, approach to technology, how do they adopt it? What type of relationship do they want to have with it? So for some organizations that might mean we want to be the most innovative in the field were okay taking risks if it’s going to allow us to be a first mover or advanced something or show the sector something they haven’t done before while others might be, you know, we have to be conservative with our dollars. We want to do something that’s tried and true. We want to do what is proven in the space already. And so we want to do what our peers are doing. That’s a totally different relationship with how you might approach technology and the tools you might adopt. And, and that is just, you know, sort of a philosophy that different organizations adopt that can have an impact on what technology they ultimately select.

[00:36:26.61] spk_1:
Okay. Have you done your session

[00:36:28.41] spk_3:
yet? No, it’s to, it’s on Thursday. Okay.

[00:36:31.23] spk_1:
So walk us through, how are you going through it with your in your session? How are you approaching this?

[00:37:30.18] spk_3:
Yeah. So for first, what I like to get organizations to imagine is that changing technology is actually part of a broader operational change within the organization. And whenever you change technology, uh your business processes also have to change along with that. And your people also have to change whether that’s simply training to use the new tools or it could be new roles and responsibilities based on those tools. And so you want to put in contact context, a technology change with the broader impact that it’s going to have to try to make that change. The other way. I like to get organizations to think about it is that, you know, the technology is always advancing those broader goals within the organization. And so we want you to think through the impact that you’re trying to make first and always be. So starting with that impact messaging rather than, you know, again, getting into the nitty gritty of what tools we’re gonna change in systems we’re gonna change. We need to be centering the impact that it’s going to have at the organization for us to actually sell and make that plan for what we’re gonna adopt and what tools we’re gonna move forward. Okay. So

[00:37:58.19] spk_1:
yeah, centering the impact, right? Not centering the tools we’re not focusing on, not focusing on the tools. Um What is there a method of you? I think you have a method of um assessing different options, information systems options. You say what, what’s, what’s that assessment part

[00:39:15.54] spk_3:
about? Yeah, we take folks through a roadmap methodology that starts with, you know, real strategic discovery to understand what organizations are trying to accomplish. Uh you know, get those specific requirements of what do these tools need to do? It’s not about tool functionality. It’s about what do staff actually need to be able to accomplish in their day to day rolls and then from those types of requirements, build out what you need these systems to accomplish for you. So what role will those technology systems play within the organization? And then only then start to put specific names to what those tools are and that’s where you might actually go out to the vendors at the conference to start to fill in. You know, we need a tool that’s going to do this for our organization. Well, let’s find what tool that is. And you know, the way technology has changed over the years, there’s so many options out there. You know, whether you’re going to take an approach that’s based on a platform and build and customize it to meet all those requirements, or if you’re going to try to find more highly special tools and uh take on the sort of integration requirements of using, you know, tools from different vendors. So there’s not one size fits all anymore of, I just need a tool that does X. You really have to think through that broader approach and put the pieces together and make sure it’s all gonna add up to, you know, those, those goals and outcomes you described at the very beginning.

[00:40:14.31] spk_1:
What about the difference between the like sort of the all inclusive, like like a black box solution or Salesforce versus smaller apps that do different things like accounts payable or there’s an accounts payable vendor behind me. Um Behind us, we’re in the same boat behind us. Um or something else does. You know, it is a fundraising CRM is if you’re, if you’re trying to center the goals, there’s, there’s, there’s one, there’s a one, one size fits all system like that really makes sense. Yeah. Well, one can it, I’m, yeah, that’s such a neophyte question. I don’t know.

[00:41:11.54] spk_3:
It’s, it’s a great question because you are centering the goals and then you also want to look at your organization’s relationship with technology. So that is that example I I shared about whether you’re an innovator or you want to do best practices. You know, these are sort of guiding principles on what your relationship is with technology. Another example might be, um we want to build up our own internal capacity to manage tools and systems with a strong I T and operations department where another organization might say we’re first and foremost fundraisers and program managers, and we’re going to leverage experts outside of our organization to manage our technology. So that’s two totally different relationships with technology. So when you start to decide on your own guiding principles at the organization on what your relationship with technology will be that can then help you answer that question of whether it makes sense to use a platform where you’re going to be responsible for maintaining the integrations and maintaining the customization, or we’re gonna look to a single vendor who’s gonna provide multiple tools in the ecosystem because we’re going to use them as our experts and, and not keep that internal expertise.

[00:41:40.23] spk_1:
Is there a case study or story that you can share?

[00:42:06.58] spk_3:
Yeah, tomorrow, I’ll be highlighting, you know, three different examples of organizations that we worked with and, and took them through this process. And so you know, for one organization, uh they were really focusing on having tools that were easy for their users to use. They needed to look across the organization to a platform that could support five different departments within the organization. Um And they were prepared to take on managing that platform but didn’t want to build it all out from scratch. And so that organization chose salesforce as a solution that had built some of the purpose built mission tools that they needed on their platform already working with another organization on the

[00:42:42.44] spk_1:
salesforce. Absolutely. What kind of outcomes did they see that? You think they would not have, they would not have gained if they had done is the way it’s typically done or, you know, focused on focusing on the technology instead of their mission and goals.

[00:43:06.24] spk_3:
Yeah, I think the approach that they might have taken that I, in my opinion would have been a mistake would be to look at each of these departments in the organization individually. So they’d be looking at uh you know, their programs and uh mission support separately from fun raising separately from finance. They might have each submitted an RFP focused on what are the requirements for each of that department? And they might have chosen different systems based on in a vacuum, what looked best for that department and then none of it would work together and I T would never be able to support it. They never get any good analysis of how information is actually flowing within the organization?

[00:43:30.24] spk_1:
Alright, I kept you from another

[00:43:59.59] spk_3:
story. Well, yeah. Well, in uh in contrast, another organization really was looking at efficiency, you know, they were in that state of having different systems within each of the departments and their I T department recognized that they couldn’t support the different systems that had been chosen independently by different departments. And so they really focused on having a centralized I T structure that could manage and develop solutions on behalf of all of these different departments. They chose Microsoft as a platform because it was an extension of expertise that they already had already using Microsoft in some areas of the organization and then building on that. So they have a core competency now as an organization on Microsoft and are able to hire for those roles and maintain solutions across the organization that are sharing from that platform.

[00:44:49.16] spk_1:
If you’re centering your goals, there’s a lot of organizational introspection that’s got to happen first. So are you, are you looking to your strategic plan? I guess if, if you’ve got one that’s current, I mean, how does this, how does this exercise take place before you start talking about technology

[00:44:49.81] spk_3:
solutions? That’s right. You know, when and where

[00:44:52.24] spk_1:
also it’s c suite conversations. Is it down at the user level? You know, so please wear also. Yeah,

[00:45:30.76] spk_3:
absolutely. You know, when we start working with clients, it’s amazing how much work has usually already been put into defining those types of broader organizational, you know, goals, you know what those strategic plans are, those are often already, you know, their year three of a 10 year strategic plan and they may or may not be on track to achieve some of those lofty goals that got put out there. So, you know, technology is really downstream to support those goals. And we’re often, you know, when we’re working with somebody in operations or an I T kind of forcing them to dig up that, that document and, and confirm like this is still the path the organization is, is on, that’s what we’re trying to accomplish so that we can put our recommendations in context of what the whole organization is doing.

[00:45:52.09] spk_1:
Okay. Um And you had a third story.

[00:46:31.72] spk_3:
Yeah. Well, you know, I I shared uh an example of a Salesforce platform and Microsoft platform. We worked with another organization that actually left Salesforce, um really recognized that managing that platform was too much for the organization. They did not want to keep the in house staff to manage that. Uh They wanted to focus on fundraising, but, you know, didn’t really have the internal capacity to, you know, select apps or integrate with, you know, other online tools. And so they actually went to a purpose built solution, they went to virtuous that happened to have a lot of, you know, features and functionality out of the box for them with an easy on boarding process and a lot less ongoing maintenance and cost for them in the long run. And so, uh, there’s no, you know, perfect solution for everybody out there. It’s really about aligning what you need, you know, to work with and the tool and, and finding what’s going to be the right fit for you.

[00:46:57.27] spk_1:
You have some recommendations about evaluating different uh solutions that you might have, you might identify. Okay, they fit your, your, your stated goals. How do we make the, make the decision?

[00:47:28.65] spk_3:
Yeah. Well, one thing I discourage folks from doing is focusing on the old demo with organizations. You know, when we talk with folks, that’s almost the first things that they go to, you know, they wanna see demos of a bunch of different products and the demos only offer a limited insight into some of the usability, you know, how user friendly something might be. Uh people are flying through the

[00:47:33.69] spk_1:
screen, they could never replicate it, you could never replicate it five minutes after it was shown to you.

[00:48:15.84] spk_3:
That’s right. It doesn’t give you the full perspective. And so, you know, what we really encourage folks to think through, you know, once you’ve done that sort of identifying your goals, understanding what types of tools might be appropriate based on how you want to approach and use technology, then, you know, actually identify systems and platforms that could meet those goals. Sometimes there’s only one or maybe sometimes there’s one or two with big contrasts between them. You can actually do a lot more groundwork and understanding whether those are going to be a fit for you or not before you actually see the product, seeing the product is just that kind of final confirmation to see how it works and get a little more familiar. So how do you do

[00:48:22.87] spk_1:
this groundwork in your evaluation? How do you, yeah, what do you do before the

[00:49:07.82] spk_3:
demo? Yeah. So from, from your discovery effort and developing the requirements, the critical step is prioritizing those requirements against the goal. So you know, when you ask people what they need or what they want to be able to do, you’ll hear tons and tons of different things. And so the real critical period is prioritization of what is going to be mission critical for that fundraising strategy. That’s gonna get you double fundraising in three years or what’s that critical requirement? That’s gonna allow you to analyze whether, you know, multiple, you know, whether one of your program participants is actually participating in three programs so that you can actually see, see that rather than it being siloed data in separate program databases. So prioritizing what’s critical for you allows you to then look at different technology approaches and systems and narrow them down before you ever get to the demos. What

[00:49:24.98] spk_1:
else do you have planned for your audience tomorrow that we haven’t talked about yet.

[00:49:59.80] spk_3:
Yeah. You know, the last exercise I’ll talk folks through um is one way to, to map out your systems in sort of a pre work to any technology selection is to track what data is coming in to the organization where that data is stored, how it’s being used by different individuals and what other data folks would want and need. You know, sometimes a mistake that we see organizations make is they just think all data is good. We want to capture as much of it as possible, but that’s actually not the case. You really want to understand what data you’re already getting and where it is, but also what data you need to make critical decisions and who needs to use it. And when, because having that kind of map of where your data is, how you’re going to use it and what you need is really a lens that we can use to look at these technology systems of whether it’s going to support that or not.

[00:50:25.97] spk_1:
Okay. Anything else planned for tomorrow? I don’t know what you’re holding out on nonprofit radio listeners. I think we’re

[00:50:33.15] spk_3:
gonna talk about tomorrow. I think you’ve got the highlights for sure.

[00:50:47.12] spk_1:
Okay. Okay. These Jet Winders, Director of Sales the hell are consulting, which is our 23 N T C sponsor technology strategy and implementation for nonprofits. Jet. Thank you

[00:50:52.14] spk_3:
very much. Thank you, Tony Blair. My

[00:50:54.11] spk_1:
pleasure and thank you for being with tony-martignetti non profit radio coverage of 23 N T C 2023 nonprofit technology conference

[00:51:38.77] spk_0:
next week, equitable project management and make time for professional development. If you missed any part of this week’s show, I beseech you find it at tony-martignetti dot com. We’re sponsored by Donor Box with intuitive fundraising software from donor box. Your donors give four times faster helping you help others. Check out donor box dot org. Our creative producer is Claire Meyerhoff.

[00:51:41.05] spk_1:
The shows social media is by Susan Chavez

[00:51:43.71] spk_0:
Marc Silverman is our web guy and this music is by

[00:51:49.46] spk_1:
Scott Stein. Thank you for that

[00:52:00.34] spk_0:
affirmation. Scotty B with me next week for nonprofit radio. Big nonprofit ideas for the other 95% go out and be great.

Nonprofit Radio for April 24, 2023: Technology Governance

 

Maureen WallbeoffTechnology Governance

Maureen Wallbeoff

Sounds boring. In anyone else’s hands, it might be. But Maureen Wallbeoff brings her energy and lightness to help us understand the symptoms of unmanaged tech; the value of a technology governance group; and strategies for easing common technology pain points. Maureen is The Nonprofit Accidental Techie. (This continues our coverage of NTEN’s 2023 Nonprofit Technology Conference, #23NTC.)

 

Listen to the podcast

Get Nonprofit Radio insider alerts!

I love our sponsor!

Donorbox: Powerful fundraising features made refreshingly easy.

 

Apple Podcast button

 

 

 

We’re the #1 Podcast for Nonprofits, With 13,000+ Weekly Listeners

Board relations. Fundraising. Volunteer management. Prospect research. Legal compliance. Accounting. Finance. Investments. Donor relations. Public relations. Marketing. Technology. Social media.

Every nonprofit struggles with these issues. Big nonprofits hire experts. The other 95% listen to Tony Martignetti Nonprofit Radio. Trusted experts and leading thinkers join me each week to tackle the tough issues. If you have big dreams but a small budget, you have a home at Tony Martignetti Nonprofit Radio.
View Full Transcript

Transcript for 637_tonymartignetti_nonprofit_radio_20230424.mp3

Processed on: 2023-04-24T14:42:31.765Z
S3 bucket containing transcription results: transcript.results
Link to bucket: s3.console.aws.amazon.com/s3/buckets/transcript.results
Path to JSON: 2023…04…637_tonymartignetti_nonprofit_radio_20230424.mp3.443972876.json
Path to text: transcripts/2023/04/637_tonymartignetti_nonprofit_radio_20230424.txt

[00:01:28.31] spk_0:
And welcome to tony-martignetti non profit radio. Big non profit ideas for the other 95%. I’m your aptly named host of your favorite abdominal podcast. Oh, I’m glad you’re with me. I’d come down with Trigon Itis. If you inflamed me with the idea that you missed this week’s show. Technology governance sounds boring in anyone else’s hands. It might be, but Maureen will be off, brings her energy and lightness to help us understand the symptoms of unmanaged tech, the value of a technology governance group and strategies for easing common technology pain points. Maureen is the nonprofit Accidental Techie. This continues our coverage of N tens, 2023 nonprofit technology conference on tony Steak to a great non profit podcast. We’re sponsored by Donor Box with intuitive fundraising software from Donor box. Your donors give four times faster helping you help others. Donor box dot org. Here is technology governance.

[00:02:18.51] spk_1:
Welcome back to tony-martignetti, non profit radio coverage of 23 N T C. You know what it is. You know, it’s the 2023 nonprofit technology conference hosted by N 10. You know that we’re in Denver, Colorado at the Colorado Convention Center what you don’t know is that now I’m with Maureen will be off. We are sponsored at 23 NTC by Heller consulting, technology strategy and implementation for nonprofits and very grateful for their sponsorship. Maureen will be off is nonprofit digital strategist and technology coach at the nonprofit Accidental Techie with Maureen will be off. So she’s also aptly named and

[00:02:20.58] spk_2:
I say hello right back to

[00:02:23.13] spk_1:
our last interview.

[00:02:24.52] spk_2:
Wonderful. You worked with her where she Firefly partners hired her a million years ago. I, I was, I was one of the owners and a partner for 10 years staying in my hotel room this week. So

[00:02:43.12] spk_1:
I’m going to the Firefly.

[00:02:44.59] spk_2:
So am I will see you?

[00:02:47.30] spk_1:
There were a founder, founder and

[00:03:10.66] spk_2:
another 2008, some silent business partners came together and gave us an opportunity to start an agency. They gave us a little money and we were fully remote from day one when all we had was a O L instant messenger to chat with each other. That will tell you how long ago that was 2000

[00:03:18.04] spk_1:
and

[00:03:36.88] spk_2:
2018. So stayed for 10 years. And then I felt like I was so far away from the organizations themselves to actually lend a hand because we had people like Corley who were working directly with our clients. So I sold my shares and left the organization and started my own solo consultancy. At that point. I’ve

[00:03:43.04] spk_1:
known Jen Frazier. For just a few years. But I didn’t know that I’ve known you since you were on non profit radio last year. I didn’t, I just didn’t know about the connection.

[00:03:52.40] spk_2:
You know, we’re all connected here.

[00:03:55.08] spk_1:
So we’ll see, I’ll see you at the pizza party tomorrow, tomorrow, tomorrow, tomorrow,

[00:03:58.82] spk_2:
tomorrow night.

[00:04:01.13] spk_1:
All right, Maureen. We’re talking about technology governance for accidental techies. Why did you feel that this was important enough that it merited a session at 23 NTC?

[00:04:52.55] spk_2:
Because most organizations, whether they’re large or small have simple technology or very sophisticated technology really struggle with managing it as a holistic ecos system. So the fundraising folks handle their tools, the communications folks handle their tools. But, but you know, when we bring these products, software CRM into our organizations, it’s really tricky to get it all, to talk to each other, to work well, to make decisions for the best interests of the organization as opposed to just the users of that system. So often when I work with nonprofit clients, it’s the first time, the right group of people, like a cross functional, collaborative group of people have sat down and made decisions about technology together with everybody’s interests and needs in mind and it makes your systems work better and it helps you get a return on investment.

[00:05:19.44] spk_1:
So we’re envisioning a nonprofit where there are disparate systems, like there’s an accounts payable there, maybe there’s a treasury system, maybe there’s another bookkeeping system or something. There’s, of course, a fundraising system, there’s an hr

[00:05:34.57] spk_2:
email marketing, peer to peer fundraising volunteers, etcetera.

[00:05:45.78] spk_1:
Now, what about the companies that endeavor to put all these under one, um, mass name? Like, like, I don’t know, the salesforce or Blackball. Do those actually help small and mid size? Our listeners are in small and midsize shops. There’s, there’s no, um, I don’t know, there’s no 1000 employees, uh non profit listening, most likely. So do those big, do those big names work for small and midsize?

[00:07:43.13] spk_2:
They can, they can if they’re governed, if someone is paying attention to them, if the right people are talking about what’s working, what’s not working. Usually what happens in the small to mid size shops is the stuff as a whole is not cutting it, you know, or you’ve got redundancy, you’ve got two platforms that do the same thing or more or even something as simple as multiple canvas accounts, you know, like let’s talk about what you have, bring it all together. Um Make sure that users are supported, make sure that you know what you’re spending on this stuff and that the data is moving around between the systems instead of um data silos because that’s really where the power of all these tools comes in is, yeah, you can pay your staff. Yeah, you can collect online donations. But if different people have different needs and they’re not sitting together collaboratively making decisions, it causes friction and frustration. Often folks feel like they need to be a technology expert in order to govern their technology. So they don’t do it or they feel like, hey, I’m paying for this thing. It should just do what it’s supposed to do. It’s like if you hired a new staff person and never on boarded them, they’re professional, they know what they’re doing. They’ll just come in here, we’ll give them a computer and they’ll go not going to perform as well as a person who is managed, overseen and kind of guided to be the best that they can be. Alright,

[00:08:07.30] spk_1:
let’s talk about some of these symptoms of unmanaged technology bundle stack stack like a pro totally pro tech stack. Yeah. What does this look like that? We know we’ve got an ungoverned stack surrounding us, engulfing us. Maybe it’s engulfing us like it’s an Amoeba were a little Amoeba also were something smaller than an Amoeba. Amoeba have to eat two and it’s being engulfed by this Amoeba tech stack.

[00:09:53.73] spk_2:
What some of the symptoms are, are things like I just mentioned, you’ve got multiple of the same function, three email tools. Why, you know, probably just one would be better that way you can get really good at that. In addition to only paying for one thing, staff are due doing a lot of manual work that could be automated. So I’ve worked with an organization, small organization where everything was people powered even though they were paying a lot of money for the technology that they had in house. So change management, user adoption, none of that stuff was actually being taken care of. Um Your technology budget can grow dramatically year over year and no one really knows what you’re paying for everything, waste of money, waste of time. Uh You can also have turnover on your team if they feel like they’re um their pain points or their ideas for improvement are not being heard, they will leave and then you’ll need to start all over again. So it usually hits, there’s a, there’s a plan problem. You don’t have a plan for how you’re going to use all this stuff together. There’s a people problem, your folks are not trained properly or don’t have the right skills to be successful using this stuff, platforms, maybe you’re not in the right system or there’s a big gap or a business process problem. So a governance group small and scrappy meet once a month and kind of do updates with each other. Hey, here’s what we’re working on in our area of the text. We’re

[00:10:04.66] spk_1:
gonna, we’re gonna get to the technology, to your T G technology, technology Governance group, but I just want to see any more, any more symptoms of malfunctioning

[00:10:50.44] spk_2:
large frustration and you might not, you might be confusing your supporters because if they have one platform that they’re using, that looks and feels very different from another platform like I’m a volunteer and donor and the rules are different. Um Depending on which system I’m using. Um You probably are not giving your supporters the seamless experience that all of this stuff that we say we have to have inside our organizations to engage our supporters effectively. Um You’re failing on that promise, you know, you’re paying a lot for something that feels clunky, frustrating lots of manual workarounds. So

[00:11:00.80] spk_1:
a solution is the technology governance can be who should be a part of our T G.

[00:11:32.53] spk_2:
The T G G is an interesting little animal because when you think about another meeting, like I have to be part of another group, I have to go to another meeting. It pre fatigues most of us, right? Like I’m not, not into that so much. But if you pick the main system owners or users, like the person who’s your database manager on the fundraising, somebody from marketing and communications, somebody from finance, you made the point

[00:11:36.59] spk_1:
earlier. This does not have to be a technology

[00:11:38.57] spk_2:
person. No, no, no, no.

[00:11:41.38] spk_1:
You may not even have a tech

[00:11:42.35] spk_2:
person. You probably don’t.

[00:11:44.44] spk_1:
Your, your I T support may be

[00:11:46.35] spk_2:
outsourced or your kid. You know, in some cases, depending on the organization. No, we’re not, we’re not, we’re not past

[00:11:57.47] spk_1:
the server in the dripping, dripping mop closet. Let’s hope.

[00:13:45.46] spk_2:
Let’s hope everybody’s in the cloud and they’re paying attention to security and password management and all that good stuff. But the technology Governance group meets once a month for four months, for an hour a month. And you’ve got to appoint somebody to come up with an agenda so that it’s a real meeting. It’s not just everybody sitting and complaint. I hate this. I’ve asked six times to get a new whatever, what, that’s not the point of this meeting point of this meeting is to talk about what you’re doing in your systems, maybe make some business process decisions. I’m working with an organization right now who is starting to make plans to text their supporters. They’ve got the platform in place, but they don’t have any business rules around it. So the data guy, the communications person and um a couple of other folks are part of this T G G and we just had our April meeting a couple days ago on Monday and the everybody shared updates for a few minutes, got the mic for about 10 minutes and then we spent the second half an hour hammering out what the communication policy was going to be for collecting text cell phone numbers and using them across the organization. So they were really able to say we want to provide the same experience to everybody, whether they’re filling out a survey or making a donation. And here’s how we’re going to set up our system so that they align with our business rules. They had never had a policy before. Never thought about texting organizations. So rather than having that happen in a silo just in communications, you need your data person who is going to make the change that says, you know, here’s my cell phone number and the check box that says, yep, I’m opting in you. Folks can text me that would have probably taken six months to pull off if we had not sat down and talked about it for 25 minutes. As a group,

[00:14:57.76] spk_0:
it’s time for a break. Stop the drop with donor box, the online donation platform. How many possible donors drop off before they finish making the donation on your website? That is tragic. You can stop the drop and break that cycle with donor boxes. Ultimate donation form added to your website in minutes. It’s freaking easy. So easy. When you stop to drop the possible donors become donors four times faster. Checkout easy payment processing, no setup fees, no monthly fees, no contract. You’ll be joining over 40,000 U S nonprofits donor box helping you help others donor box dot org. Now back to technology governance.

[00:15:02.65] spk_1:
Why did you say the group only needs for

[00:15:53.22] spk_2:
four months? Because when you’re first starting out, it feels like a big deal to say we’re going to be every month for the rest of our lives as long as we’re working here. So we’re taking a four month increments, four month increments. Um The other thing is these groups take a little while to gel. Right. You’ve never really talked about this stuff is a group before. Um, what, what gets raised in here, what needs to be, uh, turned into its own initiative with an owner like, hey, Kathy, you’re going to go work with whoever on this texting thing and then report back to the group next month. Um We’ve even had conversations like, um, what do we need from each other on these, um, codependent technology initiative improvements, problem solving stuff like that.

[00:15:56.26] spk_1:
All right, this is all fodder for the agenda, an agenda

[00:16:26.82] spk_2:
has to be an agenda. And you know, my, if I’m running the group for an organization, which I do often in these first couple of months to just like set it up and run it, facilitate these meetings, then I just hand it over to somebody at the organization and they keep running it. Um Do you know the four stages of group dynamics? Four stages of group formation? Okay. So you have forming storming, which is where the second meeting happens and people are like, you’re not letting me do what I wanted to. Then there’s nor ming where you start to settle in. That’s month three performing, you hit at month four where people know what to expect at these meetings. You often

[00:16:46.14] spk_1:
you’ve governed

[00:16:46.93] spk_2:
your technology, you are all done, then

[00:16:49.81] spk_1:
you have to start again with form.

[00:17:49.03] spk_2:
Every time somebody new hits the team, you go through these stages. But that’s another, another interview for something else. But the first four months you’re sort of figuring it out. Your jelling, you’re developing your group rules and the things that are important enough to talk about at these meetings and then send notes around. Somebody takes notes or you record the meeting and send the recordings around and everybody’s responsible for following up on their stuff. So at the end of every T G G meeting, you’ve got a little five minutes where you say, all right, here’s the action items coming out of this meeting. You’re going to do that, you volunteered to do this, you two are going to work together on that. And then the life of the meeting extends outside the meeting and between meetings and kind of gets people rowing the boat in the same direction instead of in a circle, which is what it feels like sometimes,

[00:17:52.03] spk_1:
right? So there’s work between the meetings collaborative like you expect of your committee’s on your, on your board should be right. You know, hopefully your board is not only working one quarter, two hours every quarter. That’s a, that’s a,

[00:18:07.17] spk_2:
that is a low performing board,

[00:18:10.24] spk_1:
right? Yes, that’s exactly responsibility, accountability, of course.

[00:18:16.58] spk_2:
And you’re working together in the in service of helping this technology meet your mission instead of individual teams, you know, kind of elbowing each other out of the way to

[00:18:32.69] spk_1:
anything else about our technology governance group. We

[00:18:35.64] spk_2:
should know it should go longer than four months. So I’ll just say most of the time you

[00:18:40.45] spk_1:
keep wrap it up,

[00:18:47.86] spk_2:
the other benefit to these meetings can be helping you with at budget time because tech is often spread, tech funding is often spread between different business units or cost centers at an organization. And so coming together and talking about what’s going to be in my budget, what’s going to be in your budget. So we need to work on something that benefits both of us whose budget should that go in? Um helps you earmark those funds for when it’s time to work on those projects.

[00:19:16.50] spk_1:
Let’s let’s move to um problem solving methods for for common pain points. So we identified the pain points that they’re more. Don’t hold out on non pop radio listeners like redundancy turnover,

[00:19:32.59] spk_2:
frustration out of control

[00:19:40.71] spk_1:
budget doing the same thing. What is there more? I think

[00:19:46.55] spk_2:
the other one that I think is poor business relationships with your technology vendors. Very

[00:19:53.70] spk_1:
good one. Alright. Frustration talking to

[00:19:57.99] spk_2:
them. Yeah. Not getting good service or not getting your solutions. Would

[00:20:22.51] spk_1:
we, we would probably default and say it’s the vendors problem. It could be, it could be our own, could be our own internal problems because we’re, we’re feeding the vendor six times a day with disparate number one priorities. No hr who told you fundraising was number one hr is number one and who told you that it was accounts payable that person is whacked. It’s hr, so you’re on the phone with me now.

[00:20:29.58] spk_2:
I’m number one now. Yeah. Um, the other way to think about that problem may not be the vendors problem and it might not even be a technology problem. Tony

[00:20:40.77] spk_1:
person. Right.

[00:21:17.03] spk_2:
Because we blame the technology 1st, 2nd and 3rd, the stupid XXX, whatever it is because we don’t have to interact with that thing. I don’t have to go to lunch with that CRM or whatever it happens to be its inanimate. So it’s easy to complain about the whatever but often you peel that back and that’s not the root cause. So if you fix what you think the technology problem is, you have the same problem later and it starts to become this unsolvable problem at your organization. You don’t have the app to take another run at it after the first couple and you just start living with it, which is never a good idea because it’s always going to get accommodation

[00:21:27.35] spk_1:
in your personal life in your technology boundaries, accommodation. These things are

[00:21:32.99] spk_2:
important, the right root cause. That’s right. Alright. So

[00:21:36.12] spk_1:
some, some you have some methods.

[00:21:44.30] spk_2:
Yeah. Yeah. So one of them is the five wise, have you heard

[00:21:46.86] spk_1:
the four stages of group dynamics? I know the seven colors of the rainbow, yellow, green, blue indigo

[00:21:55.21] spk_2:
violet.

[00:22:11.71] spk_1:
Those five crime families in New York? Bonanno, Colombo, Gambino Genovese crime families in New York. I do not know the wise. Okay.

[00:22:15.85] spk_2:
So the five wise are someone makes a statement like a problem.

[00:22:20.73] spk_1:
The three Wise Men Balthazar Melchior and the other

[00:22:25.68] spk_2:
one. Oh, gold Frankincense. And, but I don’t know who brought what

[00:22:34.06] spk_1:
Balthazar Melchior. See, I don’t even know the three Wise Men. Ebenezer. No, that’s, no, that’s the, that’s the Christmas story. Caspar Caspar Balthazar and Melchior. I think I’m pretty sure that

[00:22:46.85] spk_2:
I

[00:22:56.27] spk_1:
interrupted, rudely interrupt the guests. I know something else. I think of something else. I know so few things that I know. I have to shout them out whenever I get an opportunity. Alright, I’m sorry, the five wives,

[00:24:06.79] spk_2:
five wives of root problem identification. So somebody might say this email tool is terrible. I can’t segment my audiences like I can’t send to donors and non donors. It’s a pain in the neck to do that. Can’t do with stupid email tool. Why can’t you do? That is the first way and someone might answer that question. Well, um I can’t do it because we’re collect, we’re getting data from other places and putting it into the email tool. And so we’re not collecting that information over here. All right. So it’s not an email problem. It’s actually a data problem and it’s tagging, right? Like donor Tony’s donor, Maureen’s a non donor. There’s no easy way in your database to pull those audiences out and make sure that they get the right message. So that is probably a business process problem, not necessarily a technology problem. So that was a simple little example of one of those problem solving techniques

[00:24:09.43] spk_1:
that why was, why can’t you, why can’t we do this?

[00:24:12.69] spk_2:
Why can’t we do this? Well, I don’t get the data in the way that I need. Why don’t you get the data in the way that you need because we collected over here. Well, why do you collected over there? So yes, five wise people get annoyed. First two wives are easy as you go through wise 34 and five people get annoyed because they really have to dig deep and think about it.

[00:24:38.20] spk_1:
Okay. We can have the we could have the play on the five wise, the wise, wise, wise, wise, wise, wise, wise guys or the five wise

[00:24:53.50] spk_2:
problem solving. Another problem solving method

[00:24:57.75] spk_1:
method. You’re asking these questions internally, you’re asking these five questions. Okay.

[00:25:22.96] spk_2:
And literally sitting with it um in your technology governance, in your governance group or in a little spin off. Yeah, everybody’s got technology gripes and pain points and wishes that it was different or easier. They want the easy just today the Q R code to open my hotel room door did not work on my phone. So yes, I am right there with

[00:25:30.96] spk_1:
you. I still go for the, I still go for the cards. You so you go this

[00:25:35.82] spk_2:
time. But guess what? I had to go to the desk and get a card.

[00:25:40.32] spk_1:
I haven’t, I’ve never, I’ve never tried opening the, just give me a card, boarding

[00:25:46.67] spk_2:
passes, print the boarding pass and have it on my phone

[00:25:50.90] spk_1:
for the,

[00:25:52.50] spk_2:
everybody’s got their lines that they

[00:25:55.11] spk_1:
won’t do the hotel room because I don’t want to be tired

[00:25:57.83] spk_2:
and not able to get in and, you

[00:26:10.63] spk_1:
know, looking for my nap and then I gotta go downstairs again. Talk about first world problems. I have to go down to the lobby again. You’re more trusting on the hotel front.

[00:26:15.34] spk_2:
This time. I tried it. That would be the Hyatt Regency across.

[00:26:26.05] spk_1:
Can you stay on track?

[00:26:32.03] spk_2:
Apparently not. Apparently not. So that was one problem solving technique. What’s the problem and why are we having the problem so that you’re fixing the right thing,

[00:26:43.75] spk_1:
fixing the right past

[00:27:57.30] spk_2:
that one. So another um another common situation is uh people get frustrated because the technology doesn’t work. I don’t know how to do this or it’s too hard to do a thing. Um That’s usually a training issue, right? Like someone got hired, they gotta log in and thoughts and prayers. Here you go, you’re young, you can figure it out. You gotta people. If you take nothing away from this interview, please, please, please budget for training and support. Um Everybody needs it. Some of us are more naturally agile when it comes to technology. Others, not so much but the way you get a return on your investment of the state stuff that you’re buying and using is if your team is empowered to use it well, efficiently, effectively. And when we figure it out on our own, we usually don’t figure out the easy and effective way to do it. We sort of stab our way through it. I made it work that’s fine. So empowering your staff to be competent and confident in the systems that they’re using to do their jobs. Um, staff morale goes up. You’re spending way less time fighting the technology and more time using it. So, a common problem is this thing isn’t working for me or I can’t figure it out. So pay for some training. That would be. So,

[00:28:12.46] spk_1:
which is, which, why, why is this? Why can’t I do this?

[00:28:17.40] spk_2:
Why does, why is this so

[00:28:19.15] spk_1:
hard? Why doesn’t it work? Why doesn’t this work for me?

[00:30:06.95] spk_0:
It’s time for Tony’s take two non profit radio is listed on nonprofit news feeds. List of the great non profit podcasts. And if they numbered the list, we’d be number one, we’re top of their list. In fact, I believe their list is misnamed. It ought to be the great non profit podcast plus a couple others, but very great. Right. We’re at the top of the list. Very thankful, very grateful to non profit news feed. Thank you very much for the recognition and I would be remiss if I didn’t. Thank you, our listeners. You help us get the recognition. You keep the show. You know, it’s not always. Number one nonprofit radio has been on lots of lists where it’s like number 14 out of 12. Um, you know, we’ve been down, we’ve been down on some list but doesn’t matter, you know, the ranking doesn’t really matter. Although if I was gonna do one I would do it. Alphabetical. I think I’d do alphabetical with nonprofit radio at the top. Of course, because the alphabet is going to start with the end and then, and then it reverts back to a etcetera. The boring way. That would be, that would be my list. So thankful to non profit news feed and I’m thankful to you are dear listeners. Thank you very much for helping us get the recognition. It really is gratifying to be on any list of non profit podcasts. But, but I mean, if you could be at the top of the great one, you know, you may as well and that is Tony’s take two. We’ve got boo koo, but loads more time for technology governance with the very un boring Maureen will be off

[00:31:37.87] spk_2:
another problem solving technique that is uh really easy is to map your ecosystem, like use power point or video or Miro or some white boarding tool. Zoom has a white board tool and literally make bubbles of all of the things that you have make a circle. My website is purple over here and my day databases over there and lay out what you have. Like most of the time, collectively, nobody really knows all the stuff that you have and the stuff that you’re using and what’s working and what isn’t. So figuring that piece out and having that map, that changes when we swap email tools or we change our volunteer system or a finance system, um, making that map be accurate will also help you pinpoint where the problems are really coming from. Uh blah, blah, blah. I hate our website but whatever, like it doesn’t work on a phone. Maybe that’s a problem who should be working together on fixing that problem? Is it really a problem or is it just a problem for somebody who’s using a Windows phone, you know, from 2015. So taking the time to have those collaborative conversations is also really, really helpful once you’ve got it all written out. Um And you can then, you know, we do have six email tools or three people have canvas accounts. We should probably consolidate that stuff. And

[00:31:56.98] spk_1:
what is this uh consolidated under what? Why, which, what, why are we

[00:32:06.51] spk_2:
talking? It’s uh it’s have as small a footprint as you can get away with. Just, just because you think you need something, people can sneak tools in without telling anybody, you know, like somebody inside a fundraising team goes a little rogue and says we’re going to add something new. Nobody else knows about it and you’re not getting the benefit of having that thing used to its fullest extent because tech is expensive and it’s kind of frustrating.

[00:32:31.66] spk_1:
Doesn’t have to start with. No,

[00:32:35.14] spk_2:
no. The five wise we was one of the problem solving techniques. The five wise is one of the problems solving

[00:32:39.88] spk_1:
techniques. So aren’t we on the five wise, we only did two of

[00:33:04.70] spk_2:
the five wise is a thing all unto itself. So the five wise helps you identify the root cause of your problems so you can fix the right thing. These are other symptoms with problem solving ideas for teams to use. If they’ve got people who say this is too hard for me to use. Why is this so hard? Not everything maps back to why you need to Google the five wise after this.

[00:33:15.49] spk_1:
In other words, you don’t

[00:33:16.50] spk_2:
know. I do know, but I think we’ve mixed them up a little bit. We’ve mixed our metaphor slightly.

[00:33:23.11] spk_1:
I guess you want to blame it on a lackluster host. No,

[00:33:25.66] spk_2:
never, never the

[00:33:27.58] spk_1:
most lust, lust, lust,

[00:33:32.81] spk_2:
lust.

[00:33:34.67] spk_1:
Alright. So, alright, so don’t look for everything to start with A Y like I was all right. We are on number four though now. So we finished mapping, we finished mapping looking where we have redundancies. People snuck shit in should not have your technology governance group advised you not to do that correct. We told you now your rogue rogue and do we boot you off or do we try to keep you in the group and remediate, you always

[00:34:04.63] spk_2:
get you to come along to the group dynamics. Please stick around and be one of us.

[00:34:14.92] spk_1:
Yeah, you’re better off on the inside.

[00:34:34.95] spk_2:
That’s right. That’s right. And then the last technique for the second to last is what I call a no filter, pain point activity. And what that means is you grab your team and if it’s virtual there, if you come to the session tomorrow, I do have in the collaborative document because it’s not possible. So if you want to make an Excel spreadsheet, it’s a no filter pain point worksheet

[00:34:55.07] spk_1:
and not on the website. It is.

[00:34:59.04] spk_2:
Yes, it’s under free resources.

[00:35:00.91] spk_1:
So, what’s your site?

[00:35:03.22] spk_2:
Meet Maureen dot com? Oh,

[00:35:05.17] spk_1:
that’s clever. I liked it from last year. I remember that Maureen dot com. Click free resources,

[00:35:10.61] spk_2:
resources in the top navigation. You will find this worksheet

[00:35:14.04] spk_1:
there. Okay. Now, let us know what the worksheet

[00:35:17.06] spk_2:
is.

[00:35:18.89] spk_1:
So much stuff, so

[00:35:35.09] spk_2:
much stuff. Um The no filter pain point worksheet is a place. It’s sort of a meeting and a worksheet all in one. So you grab your team and you dedicate 90 minutes and everybody is allowed and encouraged to list everything about your technology that bugs them

[00:35:44.20] spk_1:
even

[00:36:39.15] spk_2:
if, even if they’ve mentioned it 60 times and nobody did a damn thing about it. Even if um it’s from a new staff person who has fresh eyes and is looking at some wacky thing that you’re doing to work around some technology problem. And they’re like, is there a better way to do this? So everybody gets a chance to list out their stuff and then you organize it into those four P categories. Is this a plan problem? Is it a platform problem? A people problem or a business process problem? So that also helps you get to the root cause these meetings are super helpful. They’re cathartic number one, because people can unburden themselves of like I really hate this X Y or Z thing. You also start to talk about things like maybe tony hates this product, but Amy loves it. You might want to match up Amy and tony so that Amy can help tony figure out, you know, to get beyond the things that are frustrating or friction for you. So it’s a good way to kind of get allies there. If everybody’s like we hate this thing, then you can make plans to replace

[00:37:03.24] spk_1:
it from the bottom up. Yeah. Uh I’m thinking of a verb for change. We can advocate for change. Advocate. Advocate is the noun advocated. So from the bottom up to try to

[00:37:22.15] spk_2:
make change, that’s right because often the leaders that your organization to have allies. Yeah, often the leaders of your organization sort of, you know, that things are a problem but they don’t use these systems every day or even often at all. They’ve got an assistant who’s pulling reports or, you know, giving them the information,

[00:37:32.31] spk_1:
especially if it’s the God fly, the perennial tech whiner coming, you know, that that person needs, needs allies.

[00:38:20.97] spk_2:
They do and they need to feel heard and then you sort of prioritize stuff, you’re not going to get to all of it. Another way to break the pain point. Worksheet results down is what are issues, things that are problems and what our opportunities we want to grow. Our monthly giving program. Our current system makes us manually run our supporter credit cards every single month. I don’t want to grow my monthly giving program. If it means I’m going to have to hire somebody else to start to run these credit cards. So what are we going to do about our technology so that we can grow without it turning into a problem for our team? Yeah, issues and opportunities another way and you just pick, you keep that list as a parking lot. You can add new stuff as it bubbles up or appears and you just methodically work your way through those things. Instead of being an individual experience of a problem, you’ve kind of made it an organizational list of things that need to be addressed.

[00:38:44.22] spk_1:
I always bristled at the parking lot metaphor. It’s childish. It’s Q, it’s Q, it’s a, it’s a, it’s a wait list. You know, we’re gonna put your, your ideas. Plus I heard it said one

[00:38:58.84] spk_0:
since

[00:39:23.47] spk_1:
some training, I think I may have to go back to when I, when I was a miserable employee years ago, decades ago. And yeah, we were in some training and some, some facilitated. Well, that’s not quite on point. Let’s put your very good idea into the parking lot. And he was talking, he was talking to, what was a guy talking to a woman? Like he should have patted her on the head. It was so condescending, so condescending. He may as well have patted her on the head. I didn’t mean he should have, he may as well have just. The parking lot

[00:39:36.17] spk_2:
was supposed

[00:39:36.46] spk_1:
to be so proud. Look. I made the sticky, that’s over the window that nobody can see because the light’s coming

[00:39:43.46] spk_2:
through.

[00:39:44.00] spk_1:
Yeah. In the closet. I made the sticky on the back side of the closet door. My parking lot,

[00:39:49.78] spk_2:
a lower priority list.

[00:39:52.88] spk_1:
It’s just, it’s a, it’s a list of priorities.

[00:39:55.70] spk_2:
I’m gonna start using Q or waitlist. You’ve changed my mind.

[00:40:01.70] spk_1:
I don’t know. It seems like a very pedantic

[00:40:04.57] spk_2:
metaphor. It is. People get it. But I understand that the connotation that it can have. I told you,

[00:40:11.87] spk_1:
I don’t know. It seems like a child’s game.

[00:40:16.55] spk_2:
All right, you’re playing candy land and you kind of get stuck in the parking,

[00:40:25.53] spk_1:
remember? Candy land? Yeah. Right. Exactly. A parking lot. Or, or, or, yeah, or, or it’s like being in jail for monopoly

[00:40:28.84] spk_2:
or in the sand trap. If you

[00:40:30.42] spk_1:
golf golfer. Let’s not go too far with sports,

[00:40:34.20] spk_2:
not my

[00:40:35.19] spk_1:
metaphors sand trap is golf. Golf, golf, golf. I think we have one more. Y one more of the five wise which don’t all start with a

[00:40:46.46] spk_2:
complete misnomer. Yeah, I

[00:40:48.89] spk_1:
wouldn’t put it in the parking lot, but it’s just misnamed. We have one more,

[00:40:54.76] spk_2:
one more which is decided you’re going to focus on internal problems or external technology problems, things that affect your supporters, your subscribers, your volunteers, your donors or your internal process

[00:41:08.38] spk_1:
accounts, payable sources.

[00:41:23.99] spk_2:
Right. Right. So that’s the other way to kind of tackle these things. Usually, it’s a little of both. It’s a little of both. It’s very tempting to do either or it’s very tempting to be internally focused or completely externally focused at the expense of

[00:41:29.03] spk_1:
your ignore us. We need to help our supporters, our fundraisers, fundraisers are volunteers or donors

[00:41:37.77] spk_2:
on my back

[00:41:40.85] spk_1:
in the parking lot and

[00:42:22.45] spk_2:
we don’t want to lose value people. So a bit of a balance is good and, and take small bites. That would be my, my other guidance here is when you’ve laid it all out there and you can see it like in all its gross glory, all the things that you’re struggling with, you can either feel very pre fatigued like we’re never going to work our way through these things or we got to do them all. Like right now now that we know what they are just take small bites, be realistic. Figure out how much time your tech governance team, your T G G can spend on this stuff. Be realistic in your deadlines and expectations if people can go fast and it’s possible to go fast, let them but always be honest with yourselves about what you have capacity to do. Otherwise this will just be another governance group or another initiative that is too frustrating and

[00:42:37.86] spk_1:
nothing ever happens. Talk about another example, very big on preventing fatigue. I am not keeping track.

[00:43:50.14] spk_2:
Yeah, I think our nonprofits and generally people are at capacity, kind of tired running on fumes. A lot asked to do more with less um in our small to mid sized nonprofits, that’s really hard. You know, like they don’t have the budgetary shock absorbers that a larger organization might have to toss another consultant added or by another thing or throw money at a problem to fix it. Small to midsize guys got to be scrappy. They’re all spread really thin. Um And so I just want to make sure that people are not using magical thinking when they’re trying to fix their technology. It’s very tempting to do that. Um If you think you’ve got a technology problem and your first impulse is to switch it with something else, stop do those five wise, find out what’s really going on because you might move, spent all that time and money moving into something new and you still have the same problem and that’s, that’s not great. That’s not a good thing. I like people to be happy and optimistic at work. I feel like they’re set up for success to the best extent possible and that they are going to work together to solve problems. That’s kind of what nonprofits do and

[00:44:12.91] spk_1:
technology’s role is to support that,

[00:44:16.23] spk_2:
make it easier.

[00:44:17.24] spk_1:
Yet another support.

[00:44:19.63] spk_2:
Often it is something that is, does not provide good feelings. Yeah. Like my key card, like my Q R code this morning.

[00:44:47.86] spk_1:
Exactly. Right. I would love to get your, we only have a couple minutes left. I’m going to ask you to be brief on this. I can Artificial intelligence, chatbots, chat, GPT there. The, here they, I see. I’m not, I’m not stopping it, but I, I see more, I see more risks than then benefits. I don’t know, maybe it’s maybe at 61. This is the technology that I’m going to be the Luddite around. But what’s your, what’s your take? I don’t, I don’t want to prejudice your, your strong, strong willed person. You’re not gonna be prejudiced by my opinion.

[00:45:11.86] spk_2:
Um, I think that it’s not going away. So I think, uh, people like us who are, you know, hesitant, worried, um, concerned should get to know it and then decide for ourselves where it is beneficial and where it is not in our own work lives, our personal lives because it’s common is here now.

[00:45:27.94] spk_1:
Talking about boundaries, then get acquainted with it. Yeah,

[00:45:34.17] spk_2:
I know thy enemy, you know what I mean? Or know what I’m worried from the outside. Let me find out what I really should be worried about by playing with this thing or interacting with it. Um, I can tell you that I’ve got some organizations who are using it to write fundraising appeals in 30 seconds.

[00:45:50.44] spk_1:
Right. They use it as the first draft and then they modify, they put their own tone to

[00:45:56.35] spk_2:
it. So it can’t, you know, we’ve all been faced with that blank piece of paper. I know

[00:46:24.34] spk_1:
my concern is what my concern is. That that’s the most creative thing that a fundraiser that you take your example can do is be faced with a blank screen and create from that blankness versus seeding that most creative task to the artificial intelligence and then you reducing yourself to copy

[00:46:25.04] spk_2:
editor,

[00:46:53.10] spk_1:
copy editor. I’m not diminishing copy editors in the audience, the two or three of you and that may be listening, but it’s not as creative a task as working from, from nothing and creating something. So and then so that leads to my concern. Do we become less creative? Does that mean we become dumber on an individual level? On a community level? On a on a world level? Is it a dumbing down because it’s a seeding of the most creative work that I think we can produce?

[00:47:22.12] spk_2:
I hear you and I do agree with you to a certain extent. I also think if your Annual Giving manager is spending hours writing appeals when they could be stewarding a major donor prospect or doing some relationship building or mentoring a new staff person. If they don’t have time to do all that stuff, it might make sense to offload some things. Not that you’re going to use them just as is, but give yourself a bit of a starting point

[00:47:33.92] spk_1:
or use them sometimes

[00:47:36.01] spk_2:
but not rely on them all the time. Right?

[00:47:40.30] spk_1:
We’ve got to leave it there. Maureen. Brilliant.

[00:47:42.05] spk_2:
Always wonderful

[00:47:46.01] spk_1:
in Portland, Oregon

[00:47:50.01] spk_2:
24 24. Tony. Thank you.

[00:48:07.59] spk_1:
My pleasure, Maureen will be off non profit digital strategist and technology coach at the nonprofit Accidental Techie with Maureen will be off meet Maureen dot com. So smart. I love that meet Maureen dot com. Thank you for, thank, thank you,

[00:48:11.05] spk_2:
my

[00:48:11.57] spk_1:
pleasure to and thank you for being with our coverage of 23 N T C the nonprofit technology conference 2023 where we are sponsored by Heller consulting technology strategy and implementation for nonprofits

[00:49:17.65] spk_0:
next week. Best and worst of non profit newsletters and digital self care and healing. If you missed any part of this week’s show, you know what I beseech, you find it at tony-martignetti dot com. We’re sponsored by Donor Box with intuitive fundraising software from donor box. Your donors give four times faster helping you help others donor box dot org. Our creative producer is Claire Meyerhoff. The shows social media is by Susan Chavez Marc Silverman is our web guy and this music is by Scott Stein. Thank you for that affirmation. Scotty B with me next week for nonprofit radio, big nonprofit ideas for the other 95% go out and be great.