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Nonprofit Radio for June 27, 2014: Successful Software Selection Strategy & Storify and Quora

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Don Fornes: Successful Software Selection Strategy

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Don Fornes

Don Fornes, CEO of Software Advice, leads us through the software selection process for nonprofits.  (originally aired 6/14/13)df

 

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Amy Sample Ward: Storify & Quora

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Amy Sample Ward

Our social media contributor and the CEO of Nonprofit Technology Network (NTEN), has strategies and advice about the value of Storify and Quora for your nonprofit.  (originally aired 6/14/13) 

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Hello and welcome to tony martignetti non-profit radio. Big non-profit ideas for the other ninety five percent. I am not your aptly named host. I’m sam liebowitz non-profit radios line producer tony. Is that fund-raising day today, getting lots of informative interviews for the show. There is no show next week. It’s the fourth of july, enjoy the fireworks. Tony will be back on july eleventh and on july eighteenth, it’s, the two hundredth show of non-profit radio, will have giveaways, live music by scott stein and all of the contributors together. This week’s show is, ah re broadcast from june fourteenth, two thousand thirteen. Enjoy. No. Hello and welcome to tony martignetti non-profit radio big non-profit ideas for the other ninety five percent. I’m your aptly named host. Oh, i hope you were with me last week. I’d stuff. I’d suffer stick a myth eah, if i heard that you had missed maria’s faa cues maria simple, the prospect finder and our monthly prospect research contributor there’s a lot of speaking and training, we talked about what she’s frequently asked, and artists sally west and keith, right? We’re with me from australia to tell us about the love is campaign this week successful software selection strategy don fornes, ceo of software advice, leads us through the software selection process for non-profit fitz, how do you know when yours isn’t working quite right? Also, storify and cora, our social media contributor amy sample ward i got a promotion at the non-profit technology network in ten. After that, we’ll talk about the value of storify and cora to lesser known social networks for your non-profit between the guests on tony’s take to my block this week is a charity did what charities do? Beth israel medical centers fund-raising became public in the new york times is there anything? They should be ashamed of my great pleasure now to welcome don forged to the show. He started software advice in two thousand five after ten year career in the software industry, he held positions at an investment firm and as a corporate development executive at a pioneering c r m software company, he likes to observe the evolution of software markets, including the impact of innovation. Don fornes, pleasure to welcome you to the show. Thanks, tony. Glad to be here. Thank you, don. What are some symptoms that, eh, small and midsize non-profits current system, whether it’s software based or however it’s based aren’t isn’t working very well, and a lot of the non profit organizations that we speak to our on the smaller end of the scale and they’re managing things through excel spreadsheets. Maybe they have a website that was coded by, you know, employer volunteers with a few they’re using microsoft outlook and trying to find emails and information in there. There isn’t a professional infrastructure for managing their operations, and that can lead to what errors in in data, what other kinds of problem altum certainly errors data, but difficulty finding the information that they need, um, inability to could manage an effective workflow and know what’s going on and making sure things are getting done, having insight into you know who are their, what, not just who is donating, but what what segment of constituent is donating and being able to discover things about their their organization if you’re using excel spreadsheets than there might be different versions of that floating around your office? Yeah, that’s, that’s one of the big issues with spreadsheets now next cell is an outstanding tool and that’s why so many organizations use it, but you do have that version control issue, and you have just a lot of opportunity for errors in your formulas and things like that. So you get to a certain scale when spreadsheets won’t cut it anymore. Also in pulling out like donorsearch formacion you alluded to this, you know, you want to be ableto to segment, right? So that you can target people with a specific a specific approach. Sure, you’ve got you’ve got constituents who are big donors, small donors, everything in between, you’ve got constituents or e-giving for different reasons, so you really do it want to develop a marketing? Strategy that that identifies your various segments and and you want to work with them in a each, each segment in a unique way that appeals to you to their motivations and just expect forces, right? Thank you, and just extracting data. I mean, you should be ableto query your your database system in lots of different with lots of different variables. Yeah, there’s so many the exciting things going on in terms of analytics these days that the ability to not just automate the transactions, that is, you know, that the donations or tracking contact information or interactions, but then to be able to go back and do discovery on that information or quickly generated report, that type of analysis is so valuable and it’s getting easier. But it’s not as easy if you don’t have a good infrastructure in place, capturing that data in the first place. Yeah, you can’t really be. You can’t be very sophisticated. Um, what are the different types of software that might be out there that we’re gonna be talking about helping people select? Well, you know what? The court, the nonprofit organization needs to account financially differently than a for-profit organization. So now there is fundez counting, which is a critical infrastructure, but then in terms of really growing out business, getting beyond the administration, too, more strategic, how you’re going to raise money and activate your constituents, you’ve got a range of different applications, and so you’ve got donorsearch which will help you track who are your best donors or who could be your best donors, or maybe a more high volume campaign of how do you get a lot of small donations from a very broad set of targets? And then if it’s a membership based organization, you’ve got member management, not seeming, you’re providing some kind of value to that membership and trying to track who they are and who’s paid their dues and what you could do for them and what their interests are. You have case management where you have tell your client based organization where you have clients, that you’re taking care of our helping, you’ve got volunteermatch management where you’re you’ve got a large force of volunteers and you want to keep them organized, get the most out of that enthusiasm, those are those are four examples of very specific applications, and of course, the structure of the nonprofit organization will determine what they need. In that case, there are larger, broader, more sophisticated systems that integrate these capabilities. But whether or not you go to that level of technology investment, that’s, that’s a really important question an organization needs to ask itself. What about event planning? Sure, event planning is another application i didn’t name, but if you do a lot of events, you need to track registration, you need to track payments for those events and and all the tasks that come along with putting on a great event so that’s, another application that could be part of ah abroad integrated sweet or could be purchased on a standalone basis on dh then, of course, for non-profits that get a lot of their revenue, or even maybe just some of their revenue from from grants, there’s always grant administration and management too. There is on both sides of that relationship for the foundation organization of might be giving that grant as well as the non-profit that’s receiving that grant. So there’s there’s software to automate that as well. I think it’s, you know, moving to another topic, which is, you know what you actually need. Thie organization needs, too, sit down and think about what our real pain points why’re we where we falling short, so not just not just thinking in terms of gee, that technology is very shiny and cool. I’d love to use that, but where are we? Syrian sing. The most pain right now is keeping track of who are donors are who might be a donor. Or is it really organizing our volunteers to get the most out of them? More, you know, is that we have a difficult time organizing and managing the current process. If you have an outstanding grantwriting, and you’re only applying for a few grantspace year, maybe you don’t need to automate that. And as we’re on we, i know you have five different tips that we’re going to talk through. But and your got into one of them. Thank you. As you’re identifying what your real problem is, is it? Is it possible to? I would think it is. But i want to make sure to get a software solution that’s going to solve that problem, but then also have add on sort of modules that would do other things as the organization’s needs change. Sure, so there’s, there are a range of solutions starting from what we refer to his best of breed, so let’s say, an application that just does donorsearch monisha and they do that very well, and they have a lot of features for doner management. They go deep into that functionality, and then they’re on the other end of the scale are integrated systems that do donorsearch management, member management, case management, event management, the whole range of applications we call that an integrated suite and, you know, in theory, maybe there are broader than they are deep, although in some cases they’re both broad and deep and so you you have to figure out where you want to fall on that scale. Obviously the the best of breed solution khun target a specific pain point you’re having it can typically be implemented more quickly. You have fewer people using in europe, people involved in the implementation and you just go and you tackle that problem with that specific, best to breed solution. When you’re talking about integrated system, you’re getting the whole organization mobilized. Teo moved to this new system you’re thinking about how do your various departments work? Together that the folks that are working with donors, the folks that are working with volunteers, folks, they’re working with clients, and they’re all moving to this new system. It can be somewhat of a big bang approach and requires a lot more change management, and there may be benefits down the road to have him, everyone working off one seamless infrastructure sharing data and processes. But getting there is a big investment and the big challenge for the organization. We have to take a break for a couple minutes done, and when we come back, we’ll keep talking a little about the what we’re on now. There’s, different the implementation, and also your tips for identifying what the what the right solution should be. So i hope everybody stays with us, bring anything good ending you’re listening to the talking alternative network to get you thinking. Things. Cubine this’s, the cook, said about bush senior wear hosting part of my french new york city. Guests come from all over the world, from mali to new caledonia, from paris to keep back french is that common language. Yes, they all come from different cultures, background or countries, and it common desires to make new york they’re home. Listen to them. Share this story. Join us. Pardon my french new york city every monday from one to two p, m. Are you stuck in your business or career trying to take your business to the next level, and it keeps hitting a wall? This is sam liebowitz, the conscious consultant. I will help you get to the root cause of your abundance issues and help move you forward in your life. Call me now and let’s. Create the future you dream of. Two, one, two, seven, two, one, eight, one, eight, three, that’s to one to seven to one, eight one eight three. The conscious consultant helping conscious people. Be better business people. Dahna you’re listening to the talking alternative network. Durney welcome back to big non-profit ideas for the other ninety five percent talking to don fornes he’s, ceo of software advice, which you’ll find at software advice. Dot com done so well, i’m talking about this implementation. It is possible than tio by these things in modules just just what you need immediately. And then there are systems where you can add additional modules. Is that true? I would say that that can be true. The modularity of the system really depends on how it was architected buy the software company. So there are some companies that do a very good job of designing their software into modules that can be turned on or off so that you could say, deploy four of ten modules and then turn more on as ugo. But you can’t take for granted that every system is going to be architected in such a way that makes that easy. Some learn some art and that’s something really begin to as you evaluate the software. Okay, all right. So let’s, let’s, get into your five tips. You’ve really started with one. You introduced one the type of problem that you’re trying to solve. And your advice. There really sounds like is to start with the problem, not the cool technology. You know. I like to say, don’t be romanced by the technology, especially now that we’re into this cloud era and there’s a lot of advances being made and user interface, and and how it looks, who feels this software is just really attractive and great stuff. But make sure you’ve got a need for it. Don’t just go buying technology because it looks full, or because one one person in the organization, maybe tech savvy. There may be an early adopter, but then the rest of the team are, you know, luddite, and we’ll find in the same way that person did. You can. You can get yourself in some trouble where you’ve invested in great technology, but you’re not using it. And i think related to that is that you want to get what’s practical for your office. Sure. So there are there are systems that are fairly lightweight and do just the basics. And sometimes that’s all you need sometimes you don’t need toe over altum e and other times you have a larger, more sophisticated organization. Or one particular department is fairly sophisticated. And you really want some advanced technologies. He’s got to think about what is what is right for your organization and your your department. How do you avoid being romanced? Are seduced by the bells and whistles. That really cool? Um oh, this one. You know, this one does that to we could we could use that to and o it has this other thing. We could use that also. How do you keep your feet on the ground? I think it starts with staying. Ok. We’re talking about a technology purchase here, but let’s, put technology aside for a while. Let’s. Sit down and say, what are our biggest challenges? Where are we? At least efficient. Where do we spend the most amount of time creating the least amount of value? Is it that we have? Everyone has their own set of contacts, you know, maybe each pitch person who’s working with. Donors has their own list of of contacts. It’s not shared. And someone leaves in those contacts. Go with, um for example. Okay, now you want to look for some kind of a donor management system that will unify all those contacts to be shared even if they are assigned to different individuals. So do you. You want to think about where your biggest pain points are and prioritize what problems you want to solve in what order? I like to say start small, think big, grow quickly. So, you know, start small. Okay? What? What problems are we going to try himself keeping it in the context of thinking big? Eventually we want to solve almost all of these problems and then moved from there you have success. So i think, really just having a business discussion about the processes and workflows and what’s working and what’s not, and then once you say, ok, this is what we’re going to stall them. This is how we’re going to solve it. Then you go out and you start evaluating the technology and you stay in control of that sales process rather than letting a sales person from the software company. Show off bells and whistles that make them most attractive. You know, you say that’s, great that’s, interesting will take that into consideration, but you always come backto. What are the core problems you’re trying to solve? And how does that technology solve those problems? You talked about fundacao n’t ing software earlier. What air cem? Some basics around around fundez counting. And what sort of problems might an organization have if if they’re not doing their accounting efficiently? Sure, i think with with accounting it’s it’s important to get the right infrastructure and processes and controls in place, i said, you need to be automating a process that is it’s. That accounting process is mission critical and has to have very strict controls. You don’t want to ever get into a situation where funds are being misappropriated are or you’re not sure how much cash flow you have going through the organization, so that is an area where you’ve got to get the right system in place. And yet, at the same time, it can be very constraining, because in accounting system has to be rigid and enforced controls. You need to make sure that this software that you’re buying handles the process is the way you want to handle them, or that you are willing to adapt to how that software handles those processes. S so we may have to adapt to what the software requires us to do. Yeah, so some software is more flexible than others in accounting often it’s a little more rigid compared to, say, a constituent relationship management system. Because, you know, we do have, you know, accounting principles that are standardized. That we have two follow-up so you may have to. You have to do things the way that software is built to do it. I see in ah, a lot of small shops, it seems like very routine things, like maybe checks being received or accounts payable, being ah, being received or sorry, paid always seem to seem, even though their routine, they seem like each time it’s the first time it’s ever been done. I hope that’s, not the case, for, for all organised thames, i think some are more efficient than others. I think it comes down to you know, what is the attitude around payables receivables on dh? How quickly are you going to do it and who’s doing it? So i think that getting the right software in places key there, there are so many great technologies right now, such as a ch payments, you bring a payable ilsen receivables in our own organization. We’re doing more and more a ch, which is essentially a wire transfer, but no more scent paper checks, but actually just sending the money elektronik, lee and the more modern systems are built to be able to do those kind of transactions. And i’m glad i’m glad you explained what a ch is. Because on this show, i have jargon jail. But you kept yourself out. You kept yourself out of george in jail by quickly saying, basically a ch iso wire transfer. I think it stands for automated clearing house. Do you know? Is that right? That sounds good. Okay, so we’ll take that. Okay? Yeah, now. And i just meant that, uh, all right. Guess i was going back to symptomology a little bit. You know, when i said routine things seemed to i get treated as if there is the first time every time, even though it’s it’s done, you know, it doesn’t times a month or something, it always seems. To be a difficult task. So, andi, i see that. Sorry. Go ahead, you’ve got organizations for maybe you have a volunteer bookkeeper, who’s coming in once a week or twice a month or something, and maybe they’re using an application that isn’t designed for fund accounting on dh. Maybe that particular person is, ah fine bookkeeper, but not very tech savvy and so that’s, where you can get into those situations where things were just very slow moving and and no one could really tell whether the check has been cut or not received or not. And i think that is symptomatic of the level of sophistication of the organization or they thought, function in the organization. Let’s, go back to your to your tips for, for finding navigating your way through the right software. What, what what’s. Next on that you recommend. Well, we’ve talked about not being romanced by the technology we’ve talked about some of the different applications, and identifying the problem first and then matching the technology is the solution. I think another interesting thing is its funding technology it’s an interesting area, because there are plenty of people out there who who love technology, who loved sponsoring technology but who love rolling up their sleeves. Of course, there are plenty who don’t, but organizations can identify those constituents who can be very useful as a technology resource. So in technology, there are plenty of people who been very successful financially, so you may find donors who have a background in technology who get excited about funding some kind of technology, purchase and implementation, and at the same time, they can roll up their sleeves and help with advising on selecting that technology, implementing that technology. Then there are folks who fit that description that maybe don’t have the financial resources to contribute, but could contribute their time and skills. So technology is is an area where well, let’s, let’s, go back to that bookkeeper. You know, there may be bookkeepers who could volunteer to do your accounting, but that probably isn’t the same level of passion relative to technology, where there’s. Some people that are very passionate about what technology can accomplish and would really be motivated to come in and help you, either financially or by rolling up their sleeves. So i think you can be really creative as you think about technology. Maybe not. Just another thing that comes out of the operating budget. But could you do a special campaign around raising money to fund a technology project or forgetting time donated by folks that are tech savvy? Okay, excellent, yeah. And and as you touch on this, another, another issue and that’s important, and a tip that you have is around the implementation and the training. Sure, so this is along the same theme i’ve been hitting on throughout this conversation, which is they’re really needs to be a process behind the technology, whether that process is something you seek to automate with the technology or process you switched to because that’s the process that technology automates by default, and so the people that are gonna adopt this technology and use it are really critical to its success and can also lead to its failure. So if you by technology and you don’t use it, we refer to that in the industry as sh elsewhere go that as we do surveys of technology users and buyers almost every time what floats to the top is one of the biggest challenges is adoption. How do you get everyone to start using it if you have your development folks using a donor management system, but they don’t like filling out all the fields, you know, maybe they need the email in the phone number. I just don’t want to take the time to put in that physical address. Ah, that may serve their needs, fine, but it’s not going to help the marketing group when they want to. Do that next direct mail campaign, right? Right. You can get a lot of dirty data, and there you need to get those folks thought in early to get the right data in the system and clean data in the system. If they’ve always been more of a relationship person, they don’t want to use technology, maybe they do their work over our lunches or in events. You can have this whole system you’ve invested in, people are using it. So i’m i make a suggestion that may seem counterintuitive, which is get those people involved in leading the technology selection and implementation effort. Maybe they’re not the lead on the project, but they’re involved from the start so that they have a sense of ownership and buy-in and really get exposure to what the technology can do from the start. Well, they were probably gonna put one of your more tech savvy people in charge of the project. But you need to get those those late adopters, our new tights into the process early so that they really you have an epiphany then come to believe in technology. We also need the leadership. It’s it’s gotta be it’s. Gotta be used properly at the senior levels. And it’s got to be encouraged and sort of enforced from the senior levels. Yes, and that would be a challenge if you’re senior management are the late adopters. Yeah, okay, not need a champion at the most senior levels of the organization. Who could say, hey, this is something we’re going to do the time has come and everybody’s going to get on board and we’re going to get the right amount of funding. We’re not goingto, you know, we’re not going to be too cheap about this. We’re going to get the right stuff in place, and we’re going to make the changes in how we do things around here so that we’re really using this software and and automating are our process is the right way. Don’t we have just about a minute left or so i want to ask you, what is it that you love about the work that you’re doing? You know, i it’s, uh, a little bit nerdy, but i love efficiency. I love getting doing things better and faster and in my own organization, it’s reflected by developing our own technology way rarely even by third party technology. We have a team of developers who build everything from scratch to do exactly what we wanted it’s led to great efficiency and i think, whether your advanced enough to build your own or whether you’re buying software off the shelf there’s a great sense of momentum and pride that comes from getting better at what you do in getting more efficient and that’s what i love. Don fornes, ceo of software advice. You’ll find them at software advice. Dot com don, thank you so much for sharing your expertise. Thanks for having me telling you, it’s been my pleasure right now. We go away for a couple of minutes when we returned tony’s, take two, and then amy sample ward is with me talking about storify and cora. Stay with us, talking alternative radio, twenty four hours a day. Hi, i’m lost in a role, and i’m sloan. Wainwright were the hosts of the new thursday morning show, the music power hour, eleven a m we’re gonna have fun shine the light on all aspects of music and its limitless healing possibilities. We’re going invite artists to share their songs and play live will be listening and talking about great music from yesterday to today, so you’re invited to share in our musical conversation. Your ears will be delighted with the sound of music and our voices. Join austin and sloan live thursdays at eleven a. M on talking alternative dot com. I’m the aptly named host of tony martignetti non-profit radio. Big non-profit ideas for the other ninety five percent fund-raising board relations, social media, my guests and i cover everything that small and midsize shops struggle with. If you have big dreams and a small budget, you have a home at tony martignetti non-profit radio friday’s wanto to eastern talking alternative dot com. Hi, this is joanna quotes at the woman’s playbook on talking alternative dot com. Join us every thursday twelve noon to one p m. We’re talking about the rising she economy and about women, entrepreneurs and their growth, their triumphs and the businesses they run, which is different than the way men run businesses every thursday. Twelve to one pm on talking alternative dot com. It will help you start, run and grow your business. Hey, all you crazy listeners looking to boost your business? Why not advertise on talking alternative with very reasonable rates? Interested simply email at info at talking alternative dot com. I’m chuck longfield of blackbaud, and you’re listening to tony martignetti non-profit radio big non-profit ideas for the other ninety five percent. That was chuck longfield, chief researcher research scientist, actually at blackbaud from last year’s bb con conference and i will be there this year in october. Also, thes blackbaud people are very modest, it’s hard to get them to say their titles. Janna eggers, senior vice president i think of marketing in products just, said jenna eggers from black board, i have to get them to be a little more ah more forward about their titles and we have something to say about titles, titles that have changed very shortly, but first i can’t send live listener love this week. I’m sorry i’m not live where pre recorded this week, however konnichi wa ni hao anya haserot you know i send live listener love also, california always checks in texas, north carolina, oregon from time to time north i said oregon, not oregon there’s no e at the end of that, i learned that. Who else checks it? New york. New york has been lately so live. Listen love to all of you and everybody else. Who’s listening live. I will be back in the studio next friday. Tony, stick to my block. This week is a charity. Did what? Charities do the fund-raising at beth israel medical center here in new york city became public because of a will contest, and it’s fund-raising methods were the subject of a new york times story, which is probably something that we would all rather avoid, and i don’t think anybody wants their internal office processes splashed internationally on the new york times, but i saw very little that beth israel should be embarrassed about, um, i think they’re fundraisers, including their ceo, who, of course, we know should be a fundraiser. I did what they were supposed to be doing did what charities do they is the story of a woman who was living in the hospital, literally living in the hospital for twenty years. She was a resident of the hospital for twenty years, and the question is, were there was the hospital’s fund-raising tactics inappropriate? And i don’t think they were. I think they had a great prospect living among them, and they would have been, i think, careless if they hadn’t cultivated and solicited this woman for charitable gift. There were some emails and some notes to the between members are between employees that i think we’re a little carelessly, unprofessionally worded, but there’s nothing unethical, certainly nothing illegal, nothing fraudulent. So i don’t really think beth israel had that much to worry about when they’re fund-raising became public in the new york times, and i say more about that on my block, the post is a charity did what charities do on my block? Is that tony martignetti dot com that is tony’s take two for friday fourteenth of june twenty fourth of the year. Oh, i’m very glad that amy sample ward is with me now. She got a promotion at the non-profit technology network and ten and her most recent co authored book is social change, anytime everywhere about online multi-channel engagement, her blog’s, amy, sample, ward, dot or ge, and on twitter she’s at amy r s ward, i guess i don’t know, i guess i’ll say it because it’s it’s easier for me to say then for amy to say congratulations on being promoted to ceo of inten. Thank you. When was your promotion? Effective. Ah, effective june first. So we are in day eleven. All right? Yes. Today’s tuesday the eleventh. Um how’s it going, it’s going really well, i mean, you know there’s there’s not a lot of time spent trying to figure out who are these people that i work with because i already got to work with them for the last over two years, so it feels like, you know, you could just jump in and we can start moving forward on all kinds of projects are already deep in the weeds of the next ntcdinosaur will be in march in d c, so lots of lots of action, lots of good stuff happening and t c, of course, is the non-profit technology conference? Yep, right, followers of intend may not know that. So what, you’re jargon jail? All right? No, no mass resignations since your appointment as ceo. Well, not yet. Knock on wood. I i don’t think that that’s the case. I think we’re all really excited to dive into work together. I think you know, any organization that’s gone through a transition, you you kind of let yourself feel like, well, maybe, you know, maybe we’ll go in a new direction. Maybe we won’t what’s gonna happen. And so once everything’s kind of decided, well, now we can just move forward on all those great ideas. That we’ve been having and conversations that staff have together it’s, like one day. Maybe we’ll do this. So now we can really start putting some of that into motion on. You were supposed to be in the studio with me today, but you had to be by phone because you have something going on in your apartment, right? Yes. Since we since i’m now the ceo and ten, we will be relocating back to portland, where the antenna main office is. And as such as manhattan real estate, as soon as our landlord know that we were moving out well, he wanted to start fixing it up for the new people. So some repairman is coming. Tio, work on the bathroom. Okay, lets you get a swelled head. As ceo. You still have to being still to be in your apartment to let the let the contractors in. Exactly right on dh. Do you know when you’ll be moving? Sorry. Very sorry to see you’re going. You won’t be live in the studio with me anymore. Or maybe you will one more time when you mean portlanders again in july. July. Okay, we’ll see whether we get you in. The studio one more time or or not, i guess depending on when your move is in july. But very happy for your congratulations on your appointment. Thank you. I appreciate it. This seems like a good time to let listeners know. Remind listeners what what? And ten is about what? What what kind of help can small and midsize non-profits get from non-profit technology network? Sure so and ten is a non-profit ourselves. So we definitely understand what everyone else going through and where. The membership organization for anyone looking to use technology to meet your mission. So there’s no organizational size requirement there’s no budget requirement. There’s no mission specific or caused specific focus that we have it’s really, truly for everyone that’s trying to use technology to be a little bit more effective and more efficient and meeting your mission. So we have the ntc like we mentioned before the non-profit technology conference, which is our annual conference in this coming year in d c we’re expecting over two thousand non-profit staffers, so it’ll be a big, really great conference. But then, outside of that conference, we have about a hundred webinars a year that air on all different topics um, tailored to all different kinds of staff in an organization because, you know, for example, if you’re thinking about online fund-raising well, there’s some pieces of that that your staff are interested in, you know what air the pieces we need to have in place? And then there are pieces of online fund-raising thatyou’re development team want to know, like, how do we make the ask successfully online? Um, so we try and make sure that there’s something for all those different sides of everyone in organization and we have depending on the year between five to eight research reports on those air free to download for and ten members, and then, you know, outside of all of that, really a community so there’s over eleven thousand and ten members sixty thousand, largely in the community that aren’t necessarily paid level but attend webinars or have come to the conference. So there’s the probability of sets that there’s no way that there’s someone who hasn’t gone through what you’re going through at your organization and it’s a great place to come find those piers, ask some questions, see how they’ve navigated that website redesign or that our processor, whatever it may be, and you make the point very well that this is not on ly for technologists duitz who understand technology but it’s for everybody in the organization. Exactly. I mean, it’s twenty thirteen, right? We’re all using technology. It doesn’t mean that we’re all directors, but we all need to use these tools to do our job. And so it’s a place where you can go regardless of what area in the organization you work in to find resource is that help you with your job, whether you’re in communications or you’re on the program team what whatever it may be, you’ll find antenna at and t e e n dot or ge cool. Thank you very much, amy. Think well, hopefully we’ll get you some new members on dh attendees at ntcdinosaur and viewers of your webinars and readers of your research reports, because i think it’s very valuable what in ten does? And it is a it’s, a it’s, a morass in a black box for a lot of people and that it need not be right. Let’s talk about storify and cora let’s do it. Okay, storify, um, what’s. Ah, i see. It described as content curation. What is this? Yeah, but kind. I mean, if you’re going to jargon jail me for ntc jargon jail you for content curation because that sounds wonky. Well, i asked you to. I asked you to explain it e i would know that wouldn’t be the way i actually think storify is really cool tool really cool platform because it is so directly the definition of social media it multidirectional its share a ball, it’s public all of those pieces that we associate with you know what? These social tools online are that storify. So essentially you could go to storify you say i wantto i want to create a story, and i want it to be about, uh non-profit radio looks put in the hashtag non-profit radio that’s what you wanted to do your store storify about today after you listen to the podcast and it will pull in all the media that it finds it’ll pull in the tweets if there are photos of tony’s taking photos in the studio and posting them. If there are videos posted, whatever kind of video that it confined with that hashtag non-profit radio and what’s great! Is that it doesn’t just pull it in and say, here you go, it shows you these air, all the available pieces of content, you know we found and you get to very simply you don’t need to be a technologist to do this, but you can just drag and drop them into your post. You can add your own tax so you could say here’s a great quote from one of our live listeners and then pull that tweet over. Oh, are you know whatever those kind of like annotations would be, and then when you are finished compiling it, you can either embed the whole thing in your website or in your blog’s, or you can just share it out on twitter or facebook wherever you want to share it and have it stay on the storify website. You know where however you want to move it around and it’s? Great, because then people can go back and kind of see that recap of the conversation i think it’s used really well. Bye. Uh, newspapers new york times used storify all the time. Tio pull in. You know what they’ve seen on a breaking news story? Kind of in real time, things like that i see. And on all those examples that you gave by the way of non-profit radio, which is an outstanding example to use. Thank you. They all do exist. Wei have just a minute before a break. Do you have to start your storify with a hashtag or could you just use the phrase? I guess in quotes tony martignetti non-profit radio can you start that way? Yeah, you could try it that way. It’s it’s easier with hashtags only because you know that it’s a dedicated tag that people have been using. Whereas if you were trying to just search for you know any instance of someone saying non-profit technology, for example, there was it would just be too big and nebulous. Tohave a clean, you know, conversation captured. Okay. Non-profit radio is what you meant. Yep. Non-profit technology i understand. Just flows out. No, no, no. I meant non-profit technology. If you did that generally as a phrase versus for example, the hashtag and p tech. I see. Ok, ok. But you can edit out things that are extremely us, right? Yes, for sure. Okay. All right, let’s, take a break and amy will return, and we’ll keep talking about storify and also kwara. Stay with us. You’re listening to the talking alternative network. Have you ever considered consulting a road map when you feel you need help getting to your destination when the normal path seems blocked? A little help can come in handy when choosing an alternate route. Your natal chart is a map of your potentials. It addresses relationships, finance, business, health and, above all, creativity. Current planetary cycles can either support or challenge your objectives. I’m montgomery taylor. If you would like to explore the help of a private astrological reading, please contact me at monte at monty taylor dot. Com let’s monte m o nt y at monty taylor dot com. Are you suffering from aches and pains? Has traditional medicine let you down? Are you tired of taking toxic medications, then come to the double diamond wellness center and learn how our natural methods can help you to hell? Call us now at to one to seven to one eight, one eight three that’s to one to seven to one eight one eight three or find us on the web at www dot double diamond wellness dot com. We look forward to serving you. Talking alternative radio twenty four hours a day. Hi there and welcome back, amy, this sounds like something that could be good for non-profit don’t have a social media team or director at all because you’re pulling in content that’s you’ve already created or that others have already created. Yeah, especially if you’re on organization where you’re having an event or you’re having, you know, you put out new report or you launched a new program or, you know, you’ve done something that’s gotten your community talking online about what you’re doing so so it’s about something specific, it doesn’t just generally, you know, i like and ten well, that’s terrific, and i would love tweets that say i like and ten, you know, it’s, not necessarily something to capture a story, so any time you’re doing something that is a little bit more time bounder or topic lee specific it’s it’s really easy because you now you have all this content and so you, khun, just like you said, even if you don’t have a social media are big communications department, you could just go pull it all together fairly quickly, but be it also means that now all those community members that got highlighted in your store if i get to feel like, oh my gosh, you know my my tweet about the event or the photo that i took of, you know, the ballroom at the event got to be featured in the organization’s recap and that’s really cool for them as a member of the community who maybe hadn’t ever really felt highlighted or, you know, called out by the organization before and now they’re kind of, you know, they get to shine as part of the recap, and that makes it more likely that they will share it with their communities exactly. Now it’s and storify, when you said that it gives you the chance to either in bed or share, i guess or both the people that including the people that it shares with include the people who contributed to everything that got drawn in, right? Yes, exactly. It has a lot of built and sharing features on dh you can you can tell it not to do those things, but it try it wants to encourage you to send out a tweet for example, tow any, uh, any tweet that you included in your storify to send a reply to those people saying, hey, i highlighted you in my store if i and give them a link and then they, you know, it links back to the store if i so you can have, you know, when you have your storify account in your building, these specific stories they’ll stay on the story by account, you have a you know, profile there people can just follow your storify account if they want teo, but you could also embedded on your blogged on your website, maybe you maybe you created a storify for a specific offline event that you held and, you know, lots of people tweeted and shared photos and you create a storify well, that’s really great to go back to the event page and added there so now it’s like an archive you know, event captured page and not just an old registration page, you can keep all that content there, so you’re extending the life of your content. Exactly. I get a tweet like that whenever i participate in a in a twitter chat called fundchat hashtag fund chat and at the end of the chat i got a tweet that says you’re included in my storify for the fir fundchat today here? No. Okay, i think it’s a really great tool for twitter. Chat because it’s, when you are participating in the chat, i think it’s fairly easy to follow along. But if you aren’t participating in that moment in the chat and you want to go back and look at the hash tag later, it just doesn’t make any sense. You know, you need that storify where the organizer can move people’s replies to fit underneath the question, you know, instead of in-kind of the ad hoc free flow that they may have actually come in, so move them out of the time stamped order of when they were sent. But which question is this person answering and that kind of thing, right? Put them into a logical order. Yeah. Yeah. Interesting, though, that they do come with the time stamp too. I like that. It pulls in all the all the original features of the of the piece of content. Okay, let’s, let’s. Give some time to quarrel. Qu qu o r a i won’t try to describe it since i got admonished the with the store. If i so how would you amy sample? Ward defy, describe quarrel for listeners. Sure, so cora is essentially a q and a site, so you or others could submit a question, and then you or others could submit an answer and, unlike certain other question and answer websites that you may have seen or if you have ever, like, done an internet search just for a question, and then you see all of these, like different kinds of forums and q and i websites come up where someone else’s asked that question, cora tries to keep it really limited so that there’s there’s not just like a forever stream of answers, but that there are really, you know, prominent answers to that question on which is, you know, something that kind of plays up a positive feature. So you’re not sifting through and wondering which of these answers is the real answer and it’s a place where bulls organizations and, you know, individuals of all different backgrounds have have really established some of their energy online as a thought leader, a resource to whatever kind of niche field there in so it’s not just about technology about everything under the sun and people are there, you know? Some people ask a question and then answer at themselves because they want teo share information about that topic, but others see questions that others have posted and go in and provide an answer. I’ve answered a question on what’s the best way to get a taxi cab in new york city, huh? So i don’t know that an expert, but i had a couple of suggestions. I see too many people standing on the curb, you’re gonna be out there, you could be in the middle of the street practically gotta want that you got at least twenty five percent of the way into the street. If you’re not, if you’re not in danger of getting run over, then you’re not going. You’re not an effective cab campaign that’s how you’re stopping the taxi is by preventing them from driving further down. All right, so we just have a minute or so left. How could non-profits use quorra? Sounds like credibility is very good. How else? What? Why else? Well, i think there are lots of ways whether you want to talk about your you know, the field in which your organization works and provide answers. Say you work. In public education and you want to go? You know, maybe someone has posted a question that says, what does a charter school mean you if you work in public education, you probably know, and you want to provide a on answer, um, i think the thing keep in mind is that it is a very individual driven platform, and so if you have, you know, your executive director, maybe of a policy director you have, you know, whoever it may be in your organization think about having more than one person with an account and providing those answers as that credible individual that represents the organization, so that you created a little bit of space between that answer and your organization and have also said, well, of course our policy director is answering this question because it’s about public policy and we have an expert on this, you know, and that’s why we’re such a credible organization q u o r a dot com. Maybe we have to leave it there. Amy sample ward, ceo of non-profit technology network. Congratulations on that again. Thank you. She will remain our monthly social media contributor. You’ll find her at amy sample. Ward, dot or ge, always a pleasure safe move. I hope i get to see you before you go. Yes, thank you, bye. Amy buy-in insert sponsor message over nine thousand leaders, fundraisers and board members of small and midsize charities. Listen tomorrow to tony it’s, not just martignetti non-profit radio, tony martignetti non-profit radio each week. If you’d like to talk about sponsoring the show, contact me on my block. Our creative producer was claire meyerhoff. Janice taylor is usually the assistant producer, but she’s, not here today. Sam liebowitz is line producer. Our show’s social media is by regina walton of organic social media and the remote producer of tony martignetti non-profit radio is john federico of the new rules. Oh, i hope you’ll be with me next week, talking alternative broadcasting at talking alternative dot com. I think the dude getting ding, ding, ding ding. 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We’re going invite artists to share their songs and play live will be listening and talking about great music from yesterday to today, so you’re invited to share in our musical conversation. Your ears will be delighted with the sound of music and our voices. Join austin and sloan live thursdays at eleven a. M on talking alternative dot com, you’re listening to talking alternative network at www dot talking alternative dot com, now broadcasting twenty four hours a day. Have you ever considered consulting a road map when you feel you need help getting to your destination when the normal path seems blocked? A little help can come in handy when choosing an alternate route. Your natal chart is a map of your potentials. It addresses relationships, finance, business, help and, above all, creativity. Current planetary cycles can either support or challenge your objectives. I’m montgomery taylor. If you would like to explore the help of a private astrological reading, please contact me at monte at monty taylor dot. Com let’s monte m o nt y at monty taylor dot com. Are you suffering from aches and pains? Has traditional medicine let you down? Are you tired of taking toxic medications, then come to the double diamond wellness center and learn how our natural methods can help you, too? He’ll call us now at to one to seven to one eight, one eight, three that’s two one two, seven to one eight, one eight, three or find us on the web at www dot double diamond wellness dot com. We look forward to serving you. Talking. Come on.

Nonprofit Radio for May 23, 2014: Into Focus Nonprofit Video Survey & Activating For Fun, Celebrity And Organizing

Big Nonprofit Ideas for the Other 95%

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Michael Hoffman: Into Focus Nonprofit Video Survey

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Michael Hoffman, CEO of See3 Communications, has takeaways from this survey that YouTube contributed data to: What works in video? What doesn’t? How do you measure so you’ll know? Plus he explains why he’s a big fan of Google+ Hangouts on Air. Recorded at NTC in April. df

 

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Matthew Fisher: Activating for Fun, Celebrity and Organizing

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Me with Matthew Fisher at 14NTC

Have fun in your social networks, because fun means viral! Also, identifying the VIPs in your networks and empowering your supporters. Matthew Fisher is chief marketing officer for Fission Strategy. Also from NTC.

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Dahna oppcoll hello and welcome to tony martignetti non-profit radio big non-profit ideas for the other ninety five percent. I’m your aptly named host it’s, the memorial day show i hope you enjoy your long memorial day weekend, but while you do perhaps keep in mind that many people through the years through the generations have given they ultimate sacrifice so that we could enjoy the freedom that we have today, so saluting all our active duty and veterans and those who have made the ultimate sacrifice remembering them over memorial day, i’m glad you’re with me. I’d suffer the effects of dendritic carat itis if i had to see that you had missed today’s show into focus non-profit video survey michael hoffman, ceo of c three communications, has takeaways from this survey that youtube contributed data, too. We’ll talk about what works in video, what doesn’t and how do you know how do you measure? Plus, he explains why he’s, a big fan of google plus hangouts on air that was recorded at the non-profit technology conference in april, also activating for fun, celebrity and organizing have funding your social networks because fun means viral also identifying the vips in your networks and empowering your supporters matthew fisher is chief marketing officer for vision strategy. That interview is also from the non-profit technology conference on tony’s take two, you know, festival del fund-raising that was last week. Here is my interview with michael hoffman talking about thie into focus non-profit video survey welcome to tony martignetti non-profit radio coverage of the non-profit technology conference and t c the hashtag is fourteen ntc we are at the marriott wardman park hotel in washington, d c with me is michael hoffman. He is ceo of c three communications and see three is s e and the numeral three michael hoffman, welcome to the show. Thank you. Good to be here. It’s a pleasure to have you. Thanks for taking time in a busy conference day. Your topic is very interesting and the survey says with e into focus non-profit video report could do for your orc. Tell me about the into focus non-profit video survey. Well, we’ve been working with organizations for many years now around video and non-profits and we always get asked the same questions. What can we do with video? What works with video? How do you do it on? A budget who’s doing the best work with video, all of those kinds of questions, and we realized that there is data about almost everything in the nonprofit world there’s data about e mail and there’s data about social media and there’s data about fund-raising and there was no data about video, and so we went to our partners at youtube. If you’re going to do something with video it’s a good idea to do it with you two is a good it’s, a good name in video, and we went to edelman, which is a a big p r agency, and that works a lot with data and doing reports like this on we got together and we said let’s, find out let’s, find out what people are doing. We did a survey of organizations in north america, we had about five hundred organisations respond. We also got from youtube something they had never released before, which was actual platform data about what non-profits air doing on youtube. So what? Successful there in terms of views and which channels are doing well and all of those things, so we got all of that data. We also did qualitative interviews. We we interviewed lots of folks who are from the executive director position down to the person making videos to the digital managers all about. How are they using video? What did they see working? And we put it all together in this report called into focus, which you can download fromthe sea three website at sea three dot com slash into focus. Okay? And, uh, i presume a lot of what you’re goingto share his lessons fromthe survey, right? What? How should we as we break this down through the categories with survey house, we best approaches for listeners? Well, i think that the, you know, the big question is, you know, do organizations think videos you useful tactic? And, you know, what are they doing with it? And i think overwhelmingly organizations, they’re saying videos important, we need to be doing more but then some interesting gaps because when you ask them, are you budgeting maur? The answer was not know pretty much, you know, that they’re not, and then i think one of the really interesting findings was when you asked them, how do you measure success of video? Seventy three percent on ly measure success anecdotally. Or through views of videos, which is what you see on youtube and, you know what i always tell organizations is views never solved your problem. You’re working to solve views, don’t keep the lights on youse don’t create donation very much a vanity metric, like, like facebook fans, right? Exactly. It’s, it’s, it’s fine to have that kind of metric if it is connected to something that really matters for you. And you understand how it’s connected to that, you know, i think more important than views is whose views you know, are you getting and they lead to other kinds of engagement. So those are the things that the survey revealed when we looked at who’s doing well, we saw that it starts with planning, you know, there’s. So many organizations that say we need to make a video and the question is why? What do you expect to happen? What’s your goals? How is this going to do something for you and the organizations that reported thinking about that and asking those questions? Are the organizations that reported success with video? So the idea that you know why you’re you’re working on it and what your goals? Are is the first step that remarkably many organizations are not you are not taking. Yeah, i think the thinking about the the strategy and the goals that are going to get us there is often i mean, this is not a problem limited tio our shortcoming limited to video, i had guests talked about in terms of campaigns dahna engagement, whether to dio whether to engage in a new social channel or not. All right, i’m seeing this right? We’ve always about not planning shiny object syndrome. You know, it’s, you see, you hear about the newest channel or you think you need something or boardmember tells you that you should be doing something, but it’s not grounded in a strategy, and i think that’s, really what we encourage organizations do is think, what can you do? What should you do, what’s the best way to do that? And to really understand that moving forward to ask the hard questions up front. What advice do you have around the budgeting issue since so few non-profits are aligning budget with their desires around expanding video, right? I like in it too. I feel like we’re in the phase with video. That we were with the web in the mid to late nineties. If you asked organizations you know, in nineteen, ninety six or seven do they need a website? Some would say they have one already. Others would say, oh, yeah, we’ve got to get one because we see this web thing is really taken off but if you told them at the time that they would have a whole department that worked on the web, they would tell you you were crazy. They would say, where in the world could the budget come from to do that that’s impossible that’s a pipe dream and i feel like that’s where we are with video video is eating the web in terms of the amount of content the where people’s attention are the cisco estimates that ninety percent of all internet bandwidth will be video within four years. Oh, my good, really? Yes, on you know, we’re darling, we’re seeing you know the web turn into a interactive tv platform and dahna organisations have to become publishers in the same way, and broadcasters, you know, in the same way that everybody else does on videos a big piece of that and there’s a biggest barrier is a paradigm shifting cultural barrier, which is organizations didn’t grow up needing to do video, so they have no capacity and they’re not. They don’t think that way, and so when they think about video, they think about hiring a firm like ours to make that one big, you know, gala event video or something like that and that’s, not the world we live in, right? The world we live in demands a regular content and so that’s a huge paradigm shift for gin is ations. Oh, you have a bunch of things in mind. What about mobile? As as people are going more mobile? Is that increasing their their affinity for video are decreasing, so they’d rather not see it on a little screen. Oh, actually, the opposite video is the fastest growing mobile service that there is we’re seeing as for g has rolled out across the united states were seeing video. Um, grow incredibly and the other piece about mobile and video is everyone has a high quality video camera in their pocket. That’s remarkable. I mean the quality you see iphone video incorporated into feature films so the quality that you can get from these devices that are in our pockets is amazing and it totally the gates this argument that, you know, we can’t afford to do it it’s really about mind share in time more than it is about we need, you know, big investment dollars to do some video things in addition to having a video production studio in your pocket, you also have a distribution channel in your pocket, right? Exactly. I mean, the revolution of peer-to-peer communications, you know, through social media and the ability to reach people through their social channels and, you know, to be online all the time that way is incredible, it really is. So i’m not saying and, you know, we make great video, so i’m not saying there’s, no need for outside support ever, you know, in videos, but i think of it more like a pyramid, you know, there’s that one great video that’s on your website that explains what you do that you khun keep for five years, it probably makes sense to spend some money and make that really good the day to day content that describes, you know, where you are in a fundraising campaign or trying to get people to be advocates or giving an update about a storm that just happened that you’re working on all of that can happen from your phone from other kinds of equipment that you can have in the office and really should be internal capacity. And so we’re spending more and more time training people about how do you do this and not just camera skills, but really the the strategy piece, which is what should our video strategy be? And how does that make sense? I’ve seen such moving campaigns where the organization asked donors or or even better than donors, people benefiting from the service of the work of the organization. Tell us how you make your own, make your own video turned the turn their cameras to yourself and tell us how our work has improved your life saved your life impacted you enormously. Yeah, i think if you haven’t engaged community video’s a great way to do that, it’s still, for a lot of people, high bar, ask, you know, to produce video, so makoto sharing, for example, is much more popular and easier for people to do than video, but we’re seeing now. With services like vine that allow you to make a six second video or instagram now has a fifteen second video, it becomes much easier toe to do that bond. We’re seeing, you know, cem, entrusting things that general electric. I did a thing about science. They wanted to promote science, which is just connected to their brand. But it’s really kind of a social good thing, and they did something called six second science, and they said, how much science can you do in six seconds? And they invited a community of people you know, publically to do six second videos about science, and then they aggregated those they curated and aggregated those into a youtube video with all these different six second science video and it’s terrific it’s a great way to mobilize your community. I think lots of organizations are are doing that, and many more could be doing that e-giving anything tooting getting thinking. You’re listening to the talking alternative network get in. E-giving cubine do you need a business plan that can guide your company’s growth seven and seven will help bring the changes you need. Wear small business consultants, and we pay attention to the details. You may miss our culture and consultant services, a guaranteed to lead toe, right, groat. For your business, call us at nine one seven eight three, three, four, eight six. Zero foreign, no obligation. Free consultation. Check out our website of ww dot covenant seven dot com. Are you stuck in your business or career trying to take your business to the next level, and it keeps hitting a wall? This is sam liebowitz, the conscious consultant. I will help you get to the root cause of your abundance issues and help move you forward in your life. Call me now and let’s. Create the future you dream of. Two, one, two, seven, two, one, eight, one, eight, three, that’s to one to seven to one, eight one eight three. The conscious consultant helping conscious people. Be better business people. You’re listening to the talking alternative network. Dahna duitz is email us a growing frontier for for video? Well, we are seeing some new technologies that will allow email video to be played inside email so without clicking a link but emails a great driver for your community in general, i think if you ask organizational people often, how often do you think your your donors or supporters come to your website? They’re usually wildly inflated numbers from the reality because we don’t normal people don’t go backto organizational web sites, you know, unless you’re drawn there for some reason and the most of the time what’s drawing you there is something that was in an email and email is still the number one digital way to connect with people, and we know that when you say there’s, a video to watch the open rates of email goes up and when you say there’s a video to click on, we know that the click through rates go up so video is the content of the type of content delivery that many people want to have and so thinking about how are we using video? And where is it in our stream of communications? Overall is a n’importe n’t strategic. Question that organizations need to ask compelling moving video doesn’t have tohave high production values are being particularly expensive. Teo in production, right? No, i mean, there are a lot of the videos that get shared that are wonderful and moving our high production value video eliminated, you know, no question, but no, i mean, i think story trumps production that’s what i always say so, you know, if you have that moving story and, you know, you can tell it straight to camera and it’s going to be moving, and we saw that, you know, we see that all the time, really, where there’s things that are just telling the story and organizations have that, and i think one of the demands of being able to do that is for the communicators and organizations to be more connected to those stories within their own organizations, because it’s often not the communicators who are on the ground doing the work that connects them to those stories so they need toe open up the idea that everyone in our organization needs to be a storyteller. So that becomes, again part of this cultural shift that’s going to create, you know, and have an organization thinking of themselves like their media company. They’re they’re a broadcast of publisher where our stories. How are we finding them? How did they float up to our communications folks? How do we decide what make videos about? That path is not articulated very often in organisations, particularly smaller ones. So i think, you know, it starts with just having that conversation and that’s goingto do a lot. But google plus hangouts on air to me that seems like google is giving you the tools to create a a network you, khun broadcast on dh, put your message and and but but not follow the tv model because it’s enormously interactive, you see, promise, i think that’s. Absolutely, absolutely. I think that’s a great point. So when we look at youtube channels, for example, most organizations in ninety nine percent actually one hundred percent of organism growing because i haven’t seen one that’s doing anything different yet they treat their youtube channel like a repository for everything that every video they make, right. So you make a video for a campaign. You make a video for the web site, you stick it on youtube. So you two just a dumping ground for a lot of videos, every channel on youtube that’s really successful, the ones with millions of subscribers and millions of views, and they don’t treat you tube like that as a dumping ground. They treat you too, as ah broadcast channel that needs to have regular content toe build audience, just like your radio show needs to have a schedule and a regular way for people to find it for audience to grow for people to share it. Same thing with non-profit video hangouts on air give you an easy way to create regular content. So the idea that you could do, for example, a show using a hangout where you interview people from the field or experts or donors or whatever it could be ten minutes long. But if you post that every thursday at five o’clock, you’re gonna have an opportunity to build engagement and build audience if you’re putting a video once in a while, whenever you happen to have one on youtube, you have no opportunity to build audience. So i think the hangouts to me is connected to that question of how do we create mohr and regular content you know among the content we created and how, how can a non-profit use youtube in that way to the extent that it allows it’s not as robust is hangouts on here, but you alluded to the most successful youtube channels doing regular distribution have done well, you know, the most successful youtube channels are often individuals who are making videos themselves. I mean, with no crew, no, nothing, they’re they’re shooting themselves with video, they’re editing it themselves and their, you know, and what is it about them? They’re engaging people within? You know, they’re funny or they’re engaging or they’re doing something, and i think organizations need to think about, well, who in our world has that personality? People with personality is exactly the workers on our side. I mean, it’s like into the cooking show people don’t watch cooking shows about because it’s about cooking, they watch it because about personalities or competition or other things. So where is where those people who were those people in your organization? Among your donor’s among your supporters among your clients. Hoo, you go, that guy should have his own show, or that woman should have her own show, those are the people you want to figure out, okay, how do we get them? And hangouts on air is a great free way to start you khun do alive thing and it’s recorded and you don’t have to edit anything, and it goes right on your youtube channel. So that’s an easy way to start, but it takes a commitment, teo, you know, begin doing that, and i think that this there’s so many other benefits to doing that for an organization, right, they’re going to hear more stories that they can use in other places they’re going toe, you know, they’re going to create a certain kinds of internal communications is going to be helpful for them to do an initiative like that and empowering people who don’t think of themselves bad enough that the organization doesn’t think of itself as content creation and producers, but empowering people within the organization, individuals who don’t think of themselves as frontline communicators, teo to, in fact be such exactly. And i think this is connected to the bigger trends that we see around social media. You know, the old model of communications is corporate brand voice, you know, the voice of god. Talking in a hub hub and spoke model, right? So this corporate voice produces content and pushes it out and tries to interrupt people with it. You know, a new model is individuals communicating with each other and it’s a two it’s more than a two way conversation. And so that means that you have to have these channels where people can talk back to you and you engage with them, whether it’s video or whether it’s, facebook or whether it’s any other channel and then also people don’t want to hear from corporate brands. I don’t want to hear from your logo, i want to hear from people. So who are those people? So you need toe pig peek behind the curtain is what i say. I don’t want to see oz, the great and powerful wizard, i want to see the guy behind the curtain, and so we’re seeing he was a hell of a lot more charming and and fund then then the video projection of his of his image. So exactly, and we’re starting to see it. I mean, i saw something recently with a big ngo hyre, you know, had a of some videos at dealing with a storm and instead of saying, you know, we big organization need you to do x, you know, they said here’s, we want to take you inside our war room, about what’s going on and how our planning and so you see all these people who have been up all night, you know, working on maps and all kinds of things happening and and you, as the viewer feel like, wow, they’re people behind this and they’re giving of themselves for it, and i can be part of that and that’s very different kind of communication and, you know, it’s related to ah reduction of trust in brands and maura peer-to-peer communications in general and organisations need to be there or they’re not going to succeed this morning at the opening session of ntcdinosaur wasn’t there, but i know you were there you have the do gooder awards wanted to share with listeners with what that was about? Sure, about eight years ago we started to do gooder awards because we knew with broadband that video revolution was coming, it was definitely coming, and we wanted to take the few organizations that we’re really doing it and jumping. In and doing it well and hold them up as examples to try to encourage everybody else to do it on dh. So we created the doolittle awards a few years ago, youtube came to us and said, can we adopt these awards to become the official wards of the non-profits on youtube? And we said, yeah, you could do that on dso ever since we partner with them, we’ve had wonderful sponsors and partners and ten eyes, one of them and cisco is another and dot sub this year, and nickelodeon and and and other terrific sponsors. And, um, every year at the ntc, we announced the winners. And so any organization that’s on youtube in the non-profit program, i can submit their videos. We have different categories, the four categories that we have our youth media categories. So we’re having young people who are making videos, we have an impact ex category durney that’s sponsored by cisco and that’s. Really about what did that video do so it’s? Not just about is it a good video, but it’s about did it have impact and that those groups have to submit a statement of what the impact wass then? We have a funny for good category because we’ve seen time and time again, the videos that move people to action that move people to share are funny, and we wanted to call those out and they’re fun to watch, and then we have best overall video on dh we can put the links up to these videos, i think we’re on dh point people, but buy-in, you know, they were terrific and, you know, literally the audience today they laughed and they cried and you confined the video’s, all of it, it youtube dot com slash do gooder easy enough, share one of the really poignant moving out, you know, i’m sorry, one of those sort of heart string videos that it sounds like there were a couple of, well, the winning overall video was partners and mental health from canada and a video about teen suicide, and it was the thirty second piece, and the video shows teens very angry at their parents and then slamming the door like running into their room and slamming the door and slamming the door and slamming the door. And then the last time the doors slam it’s actually the mom on. The other side of the door in the room and it says it’s, hard to live with a with a team, you know, with depression, it’s, harder to live without one it’s, a very intense and, you know, packed a tremendous amount of emotion into a very small, you know, time frame. And the funny for good video was also canadian. Remarkably, the canadians have been doing doing great and that’s, actually from the canadian cancer society, and it was about testicular cancer, and it was about checking your nuts. It’s hilarious. And so i definitely recommend you. You go to see it because it’s just it’s funny and it’s taking something that is a serious issue and it’s educating people through humor and i think that’s great. And so, you know, there’s, no issue, really, that you can’t find some humor, and i think it was that a longer one. I would need more than thirty seconds. I was, ah, a minute and a half that would be about my speech all right night. I need a little more than thirty seconds. Let’s leave with listeners with a couple of tips that come from the survey, but how they can be mohr i’ll just say generally effective, and you can choose whether that’s in production or distribution, right? Go ahead. What can we leave? Well, i think that, you know, the one takeaway i would i would want to leave people with is the idea of mohr you need mohr content, you know, we’re in theirs, you have many more channels to put content in. You have social media, you have your website, you can’t rely on a single video anymore, you have to be thinking about more now, more can come from occasionally using professionals to produce videos, but more should also come from being able to grow your capabilities around production as well. And this is important, especially for small organizations. Mork uncomfortable curating videos made by other people. So for example, if somebody was working on the storm in the philippines and they said, we’ve got to go shoot the destruction footage there and it’s gonna cost, you know, all kinds of money, i’d say, well, why would you do that on youtube? There’s a thousand videos that show that really, really well and guess what? All of them allow you to embed those videos on your website and so you can take a video that somebody else made, and you can wrap it in your own wrapper on your website with your own calls, action and utilize something that costs could have cost hundreds of thousands and millions of dollars in particular with documentary film trailers, for example, really high quality stuff on almost any issue is there for the taking, and i would say two organizations make playlists on youtube, which fills out your channel with other people’s video use this video on your website shared in your social media with your calls to action and be wrapped in the halo of somebody else’s great work, excellent! Thank you very much, michael. Thank you. Michael hoffman is ceo of c three communications and how come people follow you on twitter? I met michael underscore hoffman on twitter. All right, tony martignetti non-profit radio coverage of ntcdinosaur profit technology conference. Thanks so much for being with us. Thank you very much again. Michael hoffman. Generosity. Siri’s supports non-profit radio. You’ve heard me talk about them. Sponsor’s like them. Help me to travel to conferences like ntcdinosaur last april, and obviously that helps me bring interviews to share with you generosity. Siri’s hosts multi charity peer-to-peer runs and walks, they do all the back end work that you’ve heard me talk about also. And of course, they have the charity support team that helps you to get participants for your five k run or walk, and then also helps you with the fund-raising you mean that’s the whole purpose? So that’s why they have the charity support team. The whole purpose of these things is to get money for your charity. The statistic that they share is that first year generosity siri’s fund-raising exceeds average thirty year fund-raising for charities that do their own events, do all this work and host the thing all on their own so you can skip years wanting to jump right to third year fund-raising they have events coming up in new jersey, miami, atlanta, new york city, philadelphia, toronto, those air all this year, you can talk to them by picking up the phone. David linn, l i n n is the ceo at generosity siri’s and he’s at seven one eight five o six. Nine triple seven and of course they are on the web at generosity. Siri’s dot com very grateful for their sponsorship. Last week i was at festival del fund-raising in italy. It was amazing. It was terrific. Great fun to be with about seven hundred italian fundraisers from throughout the country. My session was on planned e-giving which they call legacy e-giving in italy. Very grateful to the festival. President valerio manda rally for inviting me and just everybody’s there was you know what? What italy has as its reputation. Warm, friendly, delicious food and the closing night was a terrific party. There is a video on my on my site. I got some video from the opening night and also from that closing night party that is at tony martignetti dot com many thanks to festival del fund-raising and that’s tony’s take two for friday twenty third of may the twenty first show of the year here’s my interview with matthew fisher of vision strategy from the non-profit technology conference. Welcome to tony martignetti non-profit radio coverage of ntc non-profit technology conference twenty fourteen we’re at the marriott wardman park hotel in washington d c i guess. Now is matthew fisher. He is chief marketing officer for vision strategy. The workshop topic is activating your organization’s social network for fun, celebrity and self organizing. Matthew fisher, welcome to the show. Thank you, tony it’s a pleasure. I’m glad you’re here. Thank you. Invite your welcome. Thank you for taking time. Um, okay, we’re ah, we’re going. We’re going to activate our our constituents are social network for fun, celebrity and self organizing. What? What? What is the need around? What do you see that non-profits could be doing better that they’re not doing so so well? Yeah, it’s a big topic in it, you know, fun and celebrity, you’re certainly very different from thie organizing piece that i think most non-profits air, you know, on a daily basis engaged in and, you know, we sort of look at it is taking a new approach to engaging with those advocates and supporters. You know, we’re very versed in sort of the organizing concepts, but we also want to push towards making things fun because ultimately fund means viral and with viral, then we start to see things that you get a halo effect, for instance, when you start engaging celebrities ah lot of folks don’t believe celebrities, you know will engage on social media and there’s numerous examples where that’s not true, but, you know, for us we look at it is, you know, fun is more likely to be shared. It certainly is when when you get into the technicalities of facebook, you know, a drink goes up and certainly your clout creds scores as an influence or go up as things become fun because those are ultimately what we share online. So for the non-profits we really want them, and this is the lesson we want to resonate. We want to think about fun and celebrity in terms ofthe activating these guys to help your cause. Okay, well, let’s, let’s, let’s not get out, celebrity, we’ll come to it. We’ll spend a little time, but thie audience is small and midsize non-profits and and i think the likelihood of getting celebrity is kind of small. Sure. So let’s. Focus on fun and we’ll have a little time on maybe recruiting a celebrity for your cause but on the fun side how do we, uh i mean, how do we identify? What do we know? What’s going? To be fun for our, for our constituents to play with. Well, i think here we have to look at examples that air, you know, have been out in the marketplace and certainly there’s no definition of fun. Yeah, you know, but i think memorable and unexpected are to sort of elements of that recipe. I’m sure a number of people i’ve seen talks by youtube and they talk about what actually makes ah, video fun or viral on they have sort of three core principles there one is thiss unexpectedness and an example they uses, gentlemen, is riding his bike down in new york city and the bike lanes and he’s actually calling attention to a very serious issue, which is construction and hazards and so it’s it’s ah, sort of a monty python play where he’s running into construction trucks and taxis. And so this is something they show is, you know, something that touched in a core issue in new york city and ultimate lead to twenty million plus views of that video? Sort of. The next piece is something they call tastemakers i’ll use the word influences because i think that’s more relevant for us, but you know, touching and getting into something that will allow those influences and tastemakers to call attention to your your cause. And in this case, with videos, they used the example of somebody has shot a double rainbow in the backyard and sort of sat there and and yelled and screamed and couldn’t believe it. Oh, and it had been on youtube for six months and really had less than five hundred thousand views, probably extended family and friends. Yeah, and so but what happened was jimmy kimmel showed it on one of his late night shows, and almost immediately, of course it went viral. And so the key there was not the dennis lee pushed it towards jimmy kimmel, but it caught his eye, and so it really had nothing in it of it, other than sort of a fun, emotional response that we typically see and then the third is ultimately is the copycats that is ultimately what we see with buy-in viral and fun, um example, that is there’s a square cat that an animated story they’ve been going through on youtube on and really only had a couple hundred thousand views. But then as people started copying and reproducing this animated cat with different clothes on different nationalities, different holidays. And so we saw a replication of that. And so we think, sort of that unexpectedness the tastemakers. Oh, and ultimately copycats tragic can work in social media of all types, for fun. Because ultimately, you know, we believe once it gets fun, we have a balance of messaging betweens a serious issue on something that’s. More lighthearted. Yeah, wand. Your examples are well, certainly the bicycle you’re bringing you bring something that’s, light hearted. Teo, as you said, you know, a serious issue in new york city is hazards for for bike riders. So it’s got to relate back to what your charitable mission is all about. Exactly. It’s it’s gotta be it’s. Gotta be somewhat tangential to your issue. You know, the sort of the technicality behind fun or pulling it off actually, obviously is a little bit more difficult, creative. But, you know, the first part of it is, you know, we had vision and attentively are our email based platform. So we we love e mail and we see email is sort of the third leg of that social strategy and the reason is because certainly over the first two legs, certainly the first two legs are, you know, the social media platforms of facebook and twitter, they’re the big beasts, they’re the ones that have the most online time, the most phone usage time on they’ve dominated, obviously, but email has been in, you know, for the last decade has been a major source for online organizing and fund-raising still very important still very, very importantly, open rates. Well, you know, that’s that’s, the challenges that those those open rates in this click rates and those donate rates are dropping because we just have more, more email coming in and are they dropping overall? Absolutely okay, absolutely all right. And so, you know, as part of that third leg, you know, we believe that you know, you’ve gotta activate your full supporter base and there’s a number of people on your email database who our supporters, but not necessarily liking you or tweeting you. And so we really encourage people to look at that because generally speaking, you’ll have fifty times your audience in that email database. Then you will on your social media platforms now, if you get a celebrity a celebrity typically might be someone that we define as a clout score forty and hyre they might have an audience a total audience of three point two million on the reason is because they might have fifty or hundred thousand followers to start, and then they have a high enough credit score that it actually propagates through to their friends and family. But if you take your email database and you actually segmented out and look through there generally three to five percent of your email database actually can outperform one celebrity and the reason you know let’s say more about that, and the reason is because when you take your database, you generally have people who care about your cause and there’ll be a number of people in there who don’t necessarily have the huge following is saying and curry and on what she was able to do in two thousand ten with their her haiti tweet was tweeted the year, but what they are able to do is these are people who have already your message is resonating with them. They may have already donated, and what you see is a sort of one hundred twenty times. Effect and the idea being that if only if you have let’s, say, fifty thousand e mail addresses, you might actually still have an audience of roughly four million because of that effect. But how do you find these three to five percent to are the key influencers or the motivators? So, you know, certainly for smaller email list, you might just be able to visually go through and sort of figure it out manually by looking at their pages or another another way is to use platform’s like attentively, and certainly i’m sure there are others, but the idea being that it actually will match up those e mail addresses to all their social profiles and then scan those posts and pulling all those scores and the idea being that you can actually identify who those folks are and they may not be household names they made, you know, they’re not i mean, we’re down. We’re not talking about celebrity. Yeah, you know, i guarantee you that down at the washington post, there’s, probably forty or fifty journalists who have clouds scores over forty on who we would, we would certainly locally believe a sort of local celebrities, but have that reach because of obviously who they work for, who they are. Okay on, once you’ve identified these, these the top key influencers, what is it you’re asking them to do? How do you do, then approach them? Once you’ve identified, we think approaches that ultimately you’re going to, and this goes back to the engagement issue and challenge with the supporters and donors, when you start to find those people, they’re generally your vips are influencers. And so what you want to do obviously, is, you know, as the title here suggests, you need activate and the way we recognize that is we say that i’m looking at those vips, we actually want to start a segment them down into different groups based on the topics they’re talking about. And so you might have some of your supporters talking about climate change, and they may not follow you, but you might care about climate change and so weak suggests maybe take a baby step and start to follow them or reach out to them via email and say, you know, we’re talking about the same causes here. You want to join our effort, you could like us, you can also retweet some of our issues there and it’s very powerful, because when you’re looking at three to five percent it’s, not a huge number might be only thirty or forty people depending on the size that email list. But again, they still have that reach to get to three or four million people. So it’s it’s quite effective and it’s also something that it’s sort of buried inside your your database or your email platform or your syrian platform. We haven’t mentioned the blogging. I mean, they might maybe they don’t have a huge twitter following, for instance, but but their site gets a lot of hits, absolutely blogging is just as important, and, you know the challenge with blogging of courses, you know, it’s, even maurin structured content just like sort of the posts on facebook and twitter, but you, khun, obviously segment them down based on topics or terms and start to put them in a group. Let me give an example so that you know it, it makes a little bit more sense, but, you know, we typically look and work with non-profits and, you know, their databases aren’t necessarily large, you know, varies we have some customers that have very large databases, but let’s, certainly with the small ones that we want to focus on our listeners. Yes, mom, but so they might only have five, ten, fifty thousand emails, and it might be past donors. Or it might be people who showed up at rallies or somebody just signed up for the newsletter, but fifty thousands of good number, because it’s actually not that hard to get to, you know, in terms of what let’s, let’s, let’s, divide that by ten. Ok, for our for our listeners, i want to deal with something that’s manageable by most ultra z even just use five thousand as our example. Okay, so in the five thousand example, they might have five thousand, but there may be only three hundred there that are actually very active on social media and have that cloud score we talked about. And so they’re sort of your influence or group. Obviously, for three hundred, you can send very easily consent individualized message to them, you know, sort of expressing your your want for them to retweet some of their stuff and on their platforms you can also then put them into segments. And so this is one of our non-profit clients did is they started looking at who’s, mentioning some of the key words that they follow. I used the example of climate change, it might be elections. It might be a variety of terms, and so they put them in a segment called supporter no, and they actually sent him a bumper sticker. And so they’re actually trying to actually build some sort of relationship. They’re more than just sort of this mass mutual, like, yeah, especially before you’re asking for some kind of called action, you know, get to know the people start having a conversation about the fact that you know you’re sympathetic to our cause, and we notice, you know, we know you’re spending a lot of time on climate change in your example, and we’d like to get to know you better. I mean, you’re trying to build a relationship before you start asking you and we’re going to follow you and you’re gonna follow us. You’re listening to the talking alternative network. Oppcoll have you ever considered consulting a road map when you feel you need help getting to your destination when the normal path seems blocked? A little help can come in handy when choosing an alternate route. Your natal chart is a map of your potentials. It addresses relationships, finance, business, health and, above all, creativity. Current planetary cycles can either support or challenge your objectives. I’m montgomery taylor. If you would like to explore the help of a private astrological reading, please contact me at monte at monty taylor dot. Com let’s monte m o nt y at monty taylor dot com. Are you suffering from aches and pains? Has traditional medicine let you down? Are you tired of taking toxic medications, then come to the double diamond wellness center and learn how our natural methods can help you, too? He’ll call us now at to one to seven to one eight, one eight, three that’s two one two, seven to one eight, one eight, three or find us on the web at www dot double diamond wellness dot com way. Look forward to serving you. Talking alternative radio twenty four hours a day. Lively conversation, top trends and sound advice. That’s. Tony martignetti non-profit radio. And i’m lawrence paige nani, author off the non-profit fund-raising solution. And so then you can start scanning their posts as you go forward. Oh, and ultimately, if they retweet you or retweet something that you think is on message with one of your issues, then they become an ambassador. They’re literally in a new segment inside the database on then that will shoot off. An email is you brought a called action, you know, for a little donation, and the idea is that, you know, we think it resonates better when you’ve built that relationship, however small it might be, and you take it off line and the example here, you know, we start to see engagement really jump because most most organizations non-profits don’t have time to do anything other than sort of a monthly blast here we start to see opens increased to two hundred forty four percent of what they normally see, which is twenty, thirty percent open rates are generally what we see because it’s personalized it’s, individualized and it’s triggered on a behavior that just happened it’s right there, the recall is immediate because they’re getting it immediately, and we also see one hundred sixty one percent increase generally in the cliques. So you’re getting that called action and you’re starting to see ultimately revenue lift or donation left here generally of three to six times of what you’d see on a regular email blast. And so, you know, it’s it’s something that no matter how small your list is, you can get a lot more effective using that third leg of sort of activating now the facebook, twitter and ultimately email to really make it a lot more powerful. Um, and we’ve got obviously hundreds of clients that are doing this in a variety different areas, but i thought that example was most apra poto what we’re doing here because of i’m sort of building that relationship, okay, part of the workshop title is for ah, activating for self organizing. So what do you mean by self organizing? So i think with self organizing, i think it’s similar to the example and that, you know, you’re calling on people that maybe are sort of like minded to you and you have to identify them. They may not know about your organization, but you you’ve been able to scan through either their posts or their tweets and understand that maybe there aligned with your organisation. And so you can do things like not just call for donations, but ultimately call for action. Real action, there’s. A number of clients that i work with capitol hill, and, obviously, their causes, and not a sign a full lobbying effort. But a call to action. It might be something that triggers a kn e mail or fax to senator based on certain votes that are coming up. And so, you know, those those air sort of the more traditional cause actions that we see in the self organizing, you know, and we think that, you know, platforms that involved. Obviously, social media, as well as email, can be more effective, similar to what we saw in terms of engagement and ultimately converting them to that call of action called action in self organizing. Okay. Let’s ah, spend a little time on celebrity a couple minutes left. What? How do we identify the celebrities that that may be appropriate for us to reach out to on? Do keep in mind our listeners are small and midsize shop, so we’re not a list that there’s not a list non-profits oh, and maybe not not even pursuing a list. Celebrities necessarily mean there are lesser known celebrities who could still bring a considerable following. Uh, so but how do we how do we identify? And every celebrity is not not open about the causes? Andi, you know what? A lot of times if they are open, they may already be allied with a charity. So prods of them coming to us, it seemed kind of small. How are we going to find the right people with knowing all that? Well, you highlighted a couple of issues. One is obviously identifying, but the other is sort of weighing the risk. And so, you know, once you take on a celebrity, take on the full persona from yesterday and tomorrow, right, way unknown tomorrow we can’t predict tomorrow, but what we do see with celebrities is that they do. Have ultimately that immediate reach. You know, in one of the earliest examples we talked about, they have the halo effect in the immediate reach and they tend to have, you know, even celebrities with relatively low cloud scores, they can still reach a million plus in a roughly about eighteen minutes that’s generally the life span of the tweets and celebrity world. Okay, so you don’t have a lot of long term promotional effect there, but what we do see is that it does activate people who maybe weren’t even close to your cause, and it also is something that we see cross platform, so it might be a tweet that ends up on a variety of different social networks because of who that person is particularly it’s funny, you know? And the other thing is, celebrities really help with the search engine optimization, and we won’t go into the reasons why, but identifying the celebrity is actually not that difficult part of where i’d like to start on part of it is this where the process starts? That’s right is picking the right one’s a part of it is sort of looking off line. Which one do you? Think you identify with your organization does do they care about the issues that you care about? Are they on the right or the left? Those are things that you certainly you care about in terms of aligning your message because you don’t want to have a celebrity activate and help you, and then all of a sudden be off message two weeks later it’s part of that risk one way you can do it certainly is toe look at what’s in the popular press and gather a lot of what some of the comments are in the popular press you can use platforms that scan similar to what we do with the donor databases and supporters. You can put a celebrity’s email address in there, most of them know one or two and identify some of the social networks they’re on and see what the types of things that they care about. You can also approach them privately, and we’ve found certainly an example. Tomorrow on the panel will be the will be goldberg example, it’ll be the pluses and minuses of this strategy, but, you know, they literally just tweeted out to them on the site on her. Her profile and we’ll be then retweeted it, and it was something that there was there was no deal backroom deal. There was no phone calls, there was no rep agents, but it was actually something that they thought she she actually cared about, and they were right, and you’ll see that an example tomorrow well, in more detail, but our listeners won’t be there so what’s right? What was the cause on? So for her, the cause was it related to her love for for animals, and i won’t go into specifically because it’s something that’s being presented, but i will give you another one that that we’re talking about two more. Another was ann curry tweet from two thousand ten it was actually the twit of the year, and she had actually been contacted by doctors out borders to help them get into haiti after that disaster, the air force is blocking the planes that were allowing some of these crucial supporters in there, and and curry saw an opportunity there to retweet to get them to help planned those doctors. Obviously, and this is an example of someone who really only had fifty thousand supporters, but our followers, but it immediately got retweeted to the point where it reached over four, point three million people in that eighteen minute span. And so, you know, there are timely causes, too. You have to take advantage of events in the news and again, if you’re scanning posts of what your supporters we’re talking about, you’ll catch a lot of those things that are in the news, locally and regionally, that may not be in the national news, and you could take advantage of that. And so, you know, we we certainly believe, you know, a celebrity can help, but we also think that the influences that are already in your database can help you just as much because they really care about what you have to say. They’ve already proven it by their interaction or their donation or their activism, and they can’t have that same reach and that’s what generally we say is take baby steps, okay? They also you know, so i don’t have that dance. You minimize your potential downside risk, that’s, right? And what the celebrities gonna be doing or saying as you, you know, tomorrow and the day after, yeah, it’s, it’s similar to putting all your money into one stock, yeah, way don’t know what the future may hold, and we certainly don’t know if that type of celebrity will, you know, have the staying power. But certainly your supporter bases it’s a much broader base, and certainly they have the same influence with their followers on their social media networks and and they can certainly broadcast to their audience with the same type of general volume that you would see. All right, we’re gonna leave it there. Thank you very much. Matthew fisher, chief marketing officer for fishing strategy. Thanks so much, matthew. Thank you. I appreciate it, tony. And my pleasure. I look forward to speaking again sometime in the future. All right, all right. Thank you very much for joining us. Tony martignetti non-profit radio coverage of non-profit technology conference two thousand fourteen. I’m grateful to everybody at the non-profit technology conference and at and ten, the ones who hosted the non-profit technology network. Always great fun, tio have be to be with that crowd. And next week, the ceo of inten will be returning that’s, amy sample ward, our social media contributor and also alison fine returns next week. To continue our discussion on matter-ness had to show people that they matter to your organization. If you missed any part of today’s show, you can find it at tony martignetti dot com. Our creative producer is claire meyerhoff. Sam liebowitz is the line producer. Sure, social media is by julia campbell of jake campbell. Social marketing and the remote producer of tony martignetti non-profit radio is john federico of the new rules will be with me next month to do fund-raising day. Our music is by scott stein. You with me next week for non-profit radio. Big non-profit ideas for the other ninety five percent go out and be great. 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Nonprofit Radio for May 16, 2014: Choosing And Living With Your CRM & What Makes A Strong Proposal

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Lisa Rau & Tim Sarrantonio: Choosing And Living With Your CRM

Me with Tim Sarrantonio & Lisa Rau at 14NTC
Me with Tim Sarrantonio & Lisa Rau at 14NTC

From the Nonprofit Technology Network’s (NTEN) Nonprofit Technology Conference, Lisa Rau and Tim Sarrantonio advise how to choose the right CRM system. Should you RFP? Who to get involved in the decision and how do you come to consensus? What do you ask for in writing? And a lot more. df

 

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Cindy Gibson: What Makes A Strong Proposal

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Cindy Gibson is our grants fundraising contributor and principal of Cynthesis Consulting. She’s been on the funding side, and tells how to jack-up your odds of getting the grants you’re after. Including, what do program officers hate to see?

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Duitz hello and welcome to tony martignetti non-profit radio big non-profit ideas for the other ninety five percent. I’m your aptly named host and i’m very glad you’re with me because i’d suffer the effects of sarcoidosis if i was forced to endure the knowledge that you had missed today’s show choosing and living with your c r m from the non-profit technology networks non-profit technology conference, lisa row and tim sarrantonio advise how to choose the right cr m system should you r f p who to get involved in the decision and how do you come to consensus? What do you ask for in writing and a lot more? Also, what makes a strong proposal? Cindy gibson is our grants fund-raising contributor and principle of synthesis consulting she’s been on the funding side and tells how to jack up your odds of getting the grants your after including what do program officers hate to see in proposals on tony’s take two my thank you. Here is my interview from non-profit technology conference around choosing the right cr m system. Welcome to tony martignetti non-profit radio coverage of ntc twenty fourteen the my voice just cracked the non-profit technology conference. We’re at the marriott hotel boardman park in washington, d c we’re going to talk about in sickness and in health, choosing and living with your cr m with me. Teo, talk about that. Our lisa row she is ceo of confluence and tim sarrantonio tim is an account consultant with z two systems. Lisa. Tim, welcome. Thank you. Thank you. You’re cr m you’re a constituent relationship management software isan this just choosing a tool? It is. Yeah, but and go a little deeper than that. I thought i thought this was a pretty simple thing. You pick one and you and you pick one and you’ve done the hard part is, how do you think? How do you pick? Okay, there’s there’s a lot of choices out there. There certainly are. And you know what i like about the approach of this? Because my backgrounds ten years of fund-raising so on the side of the the chooser, basically, and what i like is that we’ve all pledged to be agnostic in our approach. This is not a vendor pitch session. You and andi, i think that’s that’s going to make it really, really exciting. Okay, so how ah lisa, you you clean it up for me. How how do you start that? Where the first steps of of making this very important could be very costly but doesn’t have to be a decision? Well, like a lot of things in our technology consulting practice, the answers are fairly straightforward in that it all depends on knowing what you want the system to dio, and you’d be very surprised at how many non-profits go to choose a piece of software without having actually thought about the specifics of what they wanted to do. Okay, well, we have about twenty five minutes together, so i’m not gonna let you off that easy. We’re not wrapping up now two minutes, and we’re coming up on ten seconds. Not that i’m counting, but i don’t have a choice it’s in front of me s o we’re not letting you have that easy. We’re gonna get considerably more detail. So how do we figure out i’ll stay with you? Lisa, how do we start figuring out what we want this system to do? Who should be in that conversation? How do we make that make those choices? Well, sierra constituent relationship management, everyone. In your non-profit really is interacting with constituents and so that’s a fundamental part of the decision making process is getting input from across the organization because the serum is really most effective if it is being used by everybody in the organization it’s an enterprise class piece of software. So you need to include really all of the all of the people in your organization, one form or another, which you agree with that i would definitely agree the most interesting thing that i found is that there is a disconnect between development and finance, sometimes where they don’t speak the same language, and so getting him in that conversation early is vitally important. You know, the correlation between accounts receivable and even something basic, like language fund-raising language like fund campaign? What does that mean when it comes to actual finance, reconciliation, accounting, things like that. So all the stakeholders? Absolutely, though, when it comes the program side volunteers, board members, please get them in there. Boardmember sze wai boardmember why boardmember is because they hold the keys to the castle. Basically, i’m on two boards, actually, yeah, and you’ll be just amazed at how disconnected some board members khun b but isn’t this ah, this something that’s going to be on a day to day basis that the organization’s going to use? Sure. And why should aboard be be spending time on such a thing? Because at the end of the day, at least in my opinion, your c r m is directly tied to your mission. It’s it’s about the people that you’re trying to help and it’s not just a tool, it’s something that’s going to help you reach your goals. And so, because it is something that overall helps dictate the direction you’re going and the success that you’ll have that’s why the board needs to be involved. Okay, lisa, you want to say anything more about the board? On my experience with board involvement? It’s mostly they need to approve the purchase. If it’s going to be over a certain amount that’s really the bulk of their involvement. They are also actually in the serum because their constituents so but that’s just data in the serum. Yeah, they don’t need to attend demos or things like that. It’s it’s. Ah, but they need to know what is going on. Okay. Well, tim, it sounded like you were suggesting that they should be involved a little soon earlier than its okay toe mean youtube from people you have differences of opinions. Fine, but it sounds like you were suggesting they be more involved than lisa was suggesting more. Just, like, sort of approving approving payment and towards the end, i yeah, i do think they should be okay for directly involved. So you’re not offended. Are you? It’s hard? You don’t. And you don’t look offended. Okay, well, now you set up a challenge. Okay? Thank you. Look, ok, but, tim, you’d like to see them involved involved throughout the process. Yeah, but maybe not to the detriment. You know, the whole too many cooks in the kitchen type of thing to you’ve got to balance it. But my approach, maybe it’s, because i’m on the board to where i don’t want to just be a rubber stamp. You know, i live in chicago. We have enough of that. So okay, you’d like to actually have legitimate oversight. Absolutely. And some transparency. Okay. Let’s, grow cloudgood. Um, lisa what’s, our what’s. Our. You host these meetings for clients. When? When these early conversations? Absolutely. Facilitate that. We’ll interact with the vendors and try to make sure that all the right questions are being asked and that they’re getting the information that they need. Now, earlier today, i re interviewed peter campbell, who was doing a session. You know, peter de beer, apartment and tcb ear. It was, is he was a twenty year, i think. He’s, one of the main guys that coordinates really okay. And tcb ear listeners is ah, it was a thursday was thursday night. Friday night? No, when when’s the overflow capacity when he was the one counting how many people they were taking that’s on how many people show up? I didn’t even know that he had that role. I would have asked him all about it. Okay, well, it was a wednesday night reception before the formal opening of of ntc on thursday morning on dh there was at a bar. Okay, so his topic is r f p c s o he said, does this does this requiring our f b i you know, i did talk to peter about that cause i give presentations on our peace and we’ve looked at me. Connecting people is amazing. No, i even tell you the universe. I feel like i i volunteered to come to be part of his talk. We we’re not big fans of our peace nowadays we’re much more fans of doing a lot of upfront research and finding a few really good candidates and then having in depth conversations with them because more and more with the technology it’s made to be customizable and so in the past, you have an rp where you’d check up check off. Yes, yes. No, no. And then the one with the most checks, winds and big requirements matrices and now, it’s, because the systems are made to be customizable it’s. Not a question of if they can do any particular thing. It’s a question of fit. Does it make sense for them to to be customized, to do any given requirement and that’s where you need to engage with the vendor and really have a conversation rather than an over the transom? R f p with a long bunch of requirements? Ok, tim is doing a lot of nodding. Yes. Yeah, our fees are very interesting from the vendor side it’s something that when i first started my job i never thought that i see as many and what’s what’s fascinating is they’re all different, but they all are at the core. The same thing that basically leaves it was just talking about in regards to just ask questions that that’s that’s really, at the end of the day, that’s all you need to do. I don’t have this big check list because when my approach personally is that i’m not just hitting. Yes, i’m actually linking to support guides for features and so that’s my personal approach. I know some vendors that they outright just say we’re not going to do any arm piece if we see in our p we’re not gonna answer it and ours is mawr case by case. Is it a good fit? It’s more consultation in terms of the approach, but every time i see it, i go. I’m going to be hitting wire and a bunch of times and make cell spreadsheet, and they’re all different and it could be easily covered in a half an hour conversation. Okay, you didn’t think that shooting getting dink, dink dink you’re listening to the talking alternative network to get you thinking. Nothing. Good, do you need a business plan that can guide your company’s growth seven and seven will help bring the changes you need. Wear small business consultants and we pay attention to the details. You may miss our culture and consultant services a guaranteed to lead toe right groat. For your business, call us at nine one seven eight three three four eight six zero foreign, no obligation free consultation. Check out our website of ww dot covenant seven dot com. Are you stuck in your business or career trying to take your business to the next level and it keeps hitting a wall? This is sam liebowitz, the conscious consultant. I will help you get to the root cause of your abundance issues and help move you forward in your life. Call me now and let’s create the future you dream of. Two, one, two, seven, two, one, eight, one, eight, three that’s to one to seven to one eight one eight three the conscious consultant helping conscious people be better business people. You’re listening to the talking alternative network. Hyre oppcoll and i like conversations. I prefer conversation’s over over documents since and please describe, you know, in an email or something or or a proposal, i’d rather i’d rather talk myself. That’s metoo how about you, lisa? I’d like to talk sometimes, okay, not so much right now, you little but a mike in front of your eyes that’s why they’re still i’m still back on that. Some of the vendors don’t respond to our fees. I’d never understand that. I mean, if you’re in here to be bill business, you do have to respond to our peace and frankly, there’s important things that you need to ask vendors to write down and document project plans, pricing sometimes technical approach it’s important, you can’t just get rid of the requirement to write things down or respond to very specific things of interest, but i do think the over the transom approach doesn’t work well with serums because you’re really you should be able to really quickly xero in on three, two, six serums that are really good candidates, and you do that by triangulation is what i like to call it, which is a process of asking pierre’s doing your own internet research, accessing guides like idealware air’s kind of consumer lorts for software posting on listservs. So you get a variety of different sources of information and that triangulation will lead you pretty quickly to some really good options that you’re going to then go into more detailed and it’s just a better approach to choosing a cr m then than just sending an r f p that you probably don’t fully understand that you got off the internet somewhere to thirty different companies and wasting twenty seven of their time. It’s not a good process way could be considerate of the vendors. Exactly. I think we can extract. I’d like that. Yeah, person a czar’s metoo system representative you mentioned idealware lisa, which i have heard and i’ve read their survey, and i think i covered it on this show. They don’t, they do, and they do an annual survey of serums. Or maybe it was just a one time, two years every two years, every two years, and it was a very comprehensive short. It wasn’t a chart format of features, and i’m remembering correctly. Yeah, they have felt one of those nice bullet charts with you. Know yes, no kind of stuff, but they do all kinds of other cell for comparisons this well, but that that does have a really good place to start if you’re looking at serums, okay, because it’s free idealware dot com is that where we find that dahna work dot or god? Or ah non-profit i’d forgotten that it’s it’s, i think it’s dot org’s we google idealware idealware yeah it’s a a cz the lisa rolling your eyes, right where’s that for i’m not going to call you out for the working google. Can you form a good folk? Are alright? I actually did the demonstrations for the idealware report for work, okay? And i can attest, it is utterly comprehensive and agnostic it is it is probably the best starting point for someone who wants just a general overview of well, where do i start that go to that? Go to that report? Absolutely. And it’s unranked it’s just it’s just saying this is what it does, this is what it doesn’t d’oh, and and they basically that the process is very interesting. There’s there’s a syriza questions it’s, it’s almost like an rmp innocence that they ask you and then they follow-up with a demonstration a half an hour demonstration to get into the report, and then they follow-up with a full hour demonstration of the system itself to really drill down for each of the systems that every single system oh, i don’t remember everything every single one, the people who get into the top, like ten or something that there the duitz they’re the ones doing the long form demonstration, but every single potential isn’t at least doing a half an hour and that’s split between a relatively small staff way love idea where they’re absolutely fantastic people over there. And, you know, i love maine too, which is where they’re based on outstanding resource latto okay, all right, so what’s, our what’s, our next step on we’re tryingto do this chronologically, i think ueno everybody should be in the in the party and we of our triangulation research that we’re doing what’s our what’s, our next step, you need to get them in there for demonstrations and to kind of assess the fit because it’s not just about the product it’s about the company and there understanding of what you’re trying to do with the implementation and so you really need to engage in a personal level. I think it’s gives the best results block off a half day haven’t come in, do some demonstrations, have some conversations and assess again the fit. Not a half a day for each one the whole day. You know, half a day is about all most people can take before their brains are full. Right? That’s for all of our three to six now for each one i each one having so many hours? Yeah, you know, i think don’t try to talk you out of it. I know it takes that long because he’s serums most of the time they’re they have a lot of features and it’s very important. That staff e-giving come to see in the different areas whether it be development, event, management, project management or grants management so on and so forth. And they all need to see that their needs are being adequately represented in the product. I see. Okay, so there’s different time slots, i guess, for different constituents within the organization in tow. Let’s have the finance team for forty five minutes and let’s have development, et cetera. Okay. Yeah, okay. I’ve been in situations where there’s been. Excuse me. Twelve people on the call. And the one thing i would stress, though, is try to keep internal discussion like philosophical talking to a minimum. You know, we should already been passed that you’d be surprised where people like erupt into arguments about like, well, no, this is how we do membership. And it was like, what? Wait, i’m sorry. Do you need to know about if there’s an end date on this form? Because we have that but it’s so yeah, i would say a minimum an hour, the definite thing that you need to ask for his references arika hoos hoos are you using a current system? Do you have any clients that have converted from that? Can i talk to them? Converted from from your using like cr m a and you’re looking at sea rmb ask? Has anyone come from sierra? Okay. And if not that, you know that’s fine. Don’t concentrate so much on geographic area. A lot of people say, well, i would like something on, you know, in new york on dh that i get that to a certain extent. But i would mork concentrate? Kind of like what lisa was talking about in terms of the fit? Ah, what do i want to use this for? I want to talk to somebody similar size are you volunteer or based like my non-profit where it’s all volunteer? Or do you have staff? How many staff? How many constituents? So that that’s my general recommendation to now we’re starting, teo now the narrow the field. But if we started with three to six that you had suggested, lisa, we’ve had our product demos we’ve checked references actually checked the references right? Don’t actually call, but don’t ask for them. I guess that that’s an important second part of the reference process, is actually speaking to them. You’d be surprised how many non-profits i work with it? Never check references. I am shocked, actually, i i’ve i’ve heard that too. I mean, we’re not around siara, but even employment decisions, right? And they ask where or what you know, they ask for references for whatever purpose and then they don’t get checked. It’s a capacity in your capacity building issue? I agree, i think it’s good dismaying. Ok. Even a quick email, you know. You don’t have to outright call them. Just drop him a line if they don’t get back to you. It’s people are busy, but at least try. Okay? All right, we’re narrowing the process. What’s. So, what’s, our next step is we’re down down to a field of let’s say we’re down to a field of two, all right? From our three to six where we’ve got to, well, i like to go down to one. I mean, hopefully i think that’s our goal you talk teo gonna run two parallel exactly after the three to six you’ve had these sessions would be ideally, you really would have one that you’re feeling is the one that you want to pursue and that’s the one that you’re going to check the references for and do all the other due diligence, which is kind of the last stage of the process. You’re negotiating a contract, you’re finalized, pricing. You’re getting really detailed on schedule, we’ll we’ll get to those, but we’ve glossed over consensus. What if finance and development and program? Oh, and the ceo don’t come to a consensus, you know, i haven’t seen that much, and i i’ve done this. For a lot of organizations, help them tio come to consensus and usually it’s pretty pretty. Clich really that’s been my experience. Everybody seems to coalesce around one. I had one where where they did go back and forth. It was a very, very big ticket purchase. And the choice was between something conservative that was thie. Everyone else is using this system like no one gets fired for buying ibm versus a very, very high tech, relatively obviously more risky, high tech, newer thing where they would be leading the way. And that was really ah, a big decision for them. And they did have to involve a lot of board committee input to see which direction they wanted to go to in which one did they put him on the team? I was wondering the same thing. I was disappointed they actually went for the conservative approach, but the but they ended by saying, you know what? We’re coming from the dark ages, so this is just bringing us up for today. We’re going to implement this and live with it for a few years, and then maybe then we’ll be ready to to go to the high. Tech thing, so that was actually a very good philosophy. They weren’t seeing it as something they were goingto have forever. They were seeing. It is just a step up from where they were starting, which was excel spreadsheets and index cards or something like that. They had spaghetti custom code that had been developed twelve years ago that had just taken on a life of its. And they had long out out ground long ago. Alright, so usually tim, do you usually see a coalescing around around one? I do, um, it’s ah, you know typically it’s going to come down to one or two and a lot of people, and i’d actually don’t discourage this. Go with your gut. What instinct is that i think is important lots of things in life, but that’s a topic it’s just it’s just very interesting to see, because i also think corporate culture is important too. And i know that’s harder to quantify. But if you just get a feeling that like you’re being pitched all the time yeah, uh then that you’re going tohave that almost throughout the entire usage of your systems then support it’s going to go from sails all the way down, teo say support implementation so i think that it’s an important thing tio to kind of take into account, too, but obviously you’ve got to make sure you’ll like it and it’s going to work for your mission on an everyday basis. Okay? You know, from the data entry person all the way to the e d who needs the reports? Okay, we’ve made our choice. Now, lisa, you were said earlier with flesh. Just a little bit about what needs to be documented. Wave made our selection. What do we need to get in writing? Commitment’s, etcetera. What are we thinking about? Their yeah. It’s. Another area that i see non-profits habitually not doing as much as they should in the area of negotiations. I’m always so surprised when i send over our contracts and they come back without any markup. It all they just signed him. And i’m not even sure they read. Hm? Yeah, and this i they don’t necessarily understand that software is negotiable, that the price that is quoted is negotiable and there’s a lot of terms and conditions in those contracts that also should be negotiated. And so that’s something that a consultant actually can really help you with. But you want to make sure that you’re not paying for that your payment is tied to deliver balls, not just will work for ten hours, and you pay us for the hours independent of what we do and that there’s a schedule that there’s remedies if things go wrong, that they’ve really thought through the project plan, you also want to look at the personnel because you don’t want to get the most junior people on the team who they just hired, who doesn’t know the product themselves thatyou wantto, you know, review resumes and approve project interests, so on and so forth, there’s a lot of things that you can do to ensure or at least increase the chances that your project will be a success because these types of projects can go wrong many, many, many ways that’s a whole nother talk the hundred ways that you can screw up your serum implementation and at the contract time is where you really want to try toe put all those things, i think through all those things, and i have a contract that tries to prevent them from happening. You go ahead. I was just going to say the biggest stress, uh, that i’d love to piggyback on because that’s a fantastic point is data conversion. Well, we’re going to get there, ok? So we’re going to get there now. We’re now going to import or we’re gonna convert. We’re going to make our change. What do we need to be? Well, okay, anything more you want to add about being at the contract stage? Absolutely. And conversion. Oh, yeah, yeah, yeah. Figure out what is in the terms specific to data conversion. Is the vendor going to help you have duplicate merging if everything in your spreadsheet is in all caps, are they going to help with that? Are they going, teo assist in any sort of, you know, clean up our, you know, reconciliation and things like that. And you know, how many hours is it going to take for them to do that? What do you specifically paying for? And if you’re opting for kind of a stripped down version like what help are you getting with that as well? Ah! Latto non-profits and i’ve seen vendors and this horrifies me that they just give this like blanket quote, and it doesn’t take into account. Oh, this is seven access databases that we need to convert and combined and just get a specific number that you’ve drilled down and understand off all the things. The absolute details on what data conversion actually includes. Okay, i thought, okay, now we’re into conversion. What kind of support you would be expected? Well, it’s, everything well, it’s, everything you just mentioned. What? What? Uh, i don’t know what else could go wrong and conversion. Mrs issue, this is a huge process tonight you’re going. The main thing is to have people doing the conversion. You have done it hundreds of times before. It’s not actually technically risky. It’s just can be a variable amount of effort on dh that’s. What? What messes up projects? Okay. All right. Let’s, move. Too bad mapping, by the way. Mapping watch. Jorgen joe, i know this show now have drug trail on this show. Youjust transgressed. Okay. Wow, i’ll roll it back. Role may be available. How does how does this field translate into the new systems field? Basically his first name equal to first name, you know? And then it gets progressively. Much work complicated it’s. Okay, that’s all how do we know when we’ve outgrown now? We’ve had our system for several years, and how do we know when its not working? What are signs that well, people are complaining what’s happening? How do we know? I don’t know if you don’t know, then you probably haven’t. It should be obvious, i think i mean, you can always do more and do better. I haven’t been in any non-profit where there weren’t opportunities to do more with their enterprise software that they were not exploiting, but that doesn’t mean they should ditch it and again, with all that non-profits have to focus on if there aren’t clear and obvious issues with their existing systems, i wouldn’t be focused on don’t mess with it. You probably have other things to work out. If it feels like you’re hurting cats with your data, then maybe it’s. Time to look. But if it’s not coming up on a day to day basis, then yeah, probably you’re fine because we could get training. Sure you revisit anything that the vendor might have released, you know, check their release schedule. Check the release notes, see what’s. New all right, maybe it’s covered and you just didn’t know it were going to leave it there. Lisa row is ceo of confluence. And tim sarrantonio is account consultant for z two systems. Thank you very much. Lisa. Tim, thanks for being the guests. Thank you. My pleasure. You’re listening to tony martignetti non-profit radio coverage of and t c the non-profit technology conference. Thanks so much for being with us. I am grateful to everybody at non-profit technology conference and and ten the non-profit technology network for setting us up at the at the conference. Got lots of great interviews, many more to come generosity, siri’s sponsors non-profit radio. And that makes it possible for me to travel to cool conferences like and to get amazing interviews to share with you generosity. Siri’s hosts multi charity peer-to-peer runs and walks. They do all the behind the scenes stuff that you’ve heard me mention, the licensing, the permits, the portable bathrooms. Ah, the emcees, the announcers, all the tech equipment for the timing. They take care of all that. 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I’m very grateful that you listened to the show week in week out if you’re getting email alerts from me, you welcome me to your inbox every thursday, it’s only once a week, but i’m grateful for that also we’ve been doing this show for very close to four years, the fourth anniversary is coming up in july. The two hundredth show will be in july. That’s that’s really something, um, and i’m grateful that the audience has built up to over nine thousand listeners, and i thank you very much for being part of that. Thank you for listening. Thanks for your support. You know i’m always interested in your feedback. You can get me on twitter through my site. Tony martignetti dot com through the facebook page always interested in your feedback and i’m glad you’re with me. Thank you that is tony’s take two for friday sixteenth of may twentieth show of the year with me now is cindy gibson. She is our practice temic she has a phd and over twenty six years of experience with non-profits, she has had leadership roles for several national foundations and non-profits she was a non-profit times top fifty power and influence, sir she’s principle of synthesis consulting, c y n th e s i s and you’ll find her on twitter as at caen gib si n g i b cindy gibson welcome back. Hi, tony. Sorry you can’t be in the studio all the time. It was nice to have you first, but you live in boston, but we’ll work at another time. Um, so we want to talk about what makes, uh, what makes a strong proposal you have? Ahh. You have some wisdom around this? Yeah, i think i’ve written about a thousand proposals, and i think i read about ten thousand of them. Oh, ok. Yeah. And it’s amazing how much the same issues keep coming up. So should we presume that your last five hundred that you wrote were stronger than your first five hundred ways there? You used to read them. And what? What? What’s what’s, one of the first things that comes up often, um, one of the first things that comes up there’s actually, three things that really stand out everybody knows i think pretty much the basic, you know, components of a proposal. But though there’s a couple things that i think that people don’t always get and the biggest one i think is it’s very, very often people won’t include a strong mark it analysis or sort of where they fit in the larger field or in an issue area. Um it’s sort of what’s your value proposition, if you will. How how? How is this organization? How is your organization unique? What is your value added? What makes you distinctive? In other words, why should we fund you and not some other organization that you work with? On the flip side of that is how do you compliment other organizations in the field that maybe doing similar work? So it’s both sides of that coin and i it’s very rare that you see that explicitly stated, ok, how do we define the market to prepare the our market analysis? Well, that’s a good that’s a good question, i think that it just depends. I mean, i don’t want, you know you don’t want to get to granular about it. I mean, certainly in the private sector, it’s a little bit clear what your market is, but for example, if i’m talking about i’ll talk about an area i know well, you’ve civic engagement. How do you get young people involved in civic life? It’s, a fairly defined field and people in that field? No, the other organizations, they all go to conferences together, they said the same tables and coalitions. It’s that kind of when i say market, i mean, that loosely defined it’s really looking at who are you working with? Who’s working on these issues and the field and indicating even that, you know, who’s working on these issues in the field, sometimes you’ll read proposals and it’s really amazing how people will come in with a proposal like it’s the first time she’s anybody’s ever thought about doing a particular strategy, and it just shows the program officer right off the bat that you’re not knowledgeable about the field in which you’re working or that you’re presuming the program officer doesn’t know and that you’re you’re what you’re purporting to be a unique idea has actually been seen lots of times from other other other organizations. Yeah, and there i have to say there’s nothing that makes program officers matter for more irritated as when grantmaker say, we are the only organization that does fill in the blank very rarely healthfully one organization that does anything those it’s really presumption list and it’s just it’s a red flag right away. Yeah, okay, well, i know you have a bunch of things that funders hate to see we’ll get we’ll get two more of those. So would you in your proposal, would you just caption this as as a market analysis? It depends. I mean, if sometimes you know as we know and as all grantmaker now this’s, what makes grand seekers annoyed is that every foundation many foundations tend to have very different proposal application guidelines. Some as we know, do come by who do come together and do what’s called a common application like particular states. Some foundations world say here you can fill out the same application for all of us but that’s still relatively rare. Unfortunately. So how you fit that value proposition is going to depend on you know what the thunders asking for, but somewhere in there should be some kind of intimation whether it’s, you know, usually there’s a there’s a section called you know, the qualifications of the organization are the capacity of the organization to carry this out. And, you know you might want to include it in there. You might want included in the summary about your project. I don’t think it takes five pages to say what your value at it is a lot of times. Ah! So really, is it really depends. Okay, all right. But you it belongs it because you said a lot of times this is not included. So this is, well advice to make your make you stand out. Yeah. I mean, i think otherwise see again. And this gets to another thing. People forget sometimes when they write proposals that the program officers usually not the only person that looks at this document and the proposed the program oster has to turn around and sell it to the either the board or the senior. You know, administrative staff for the president, who’s never making the final decision about what gets funded, which is often not the problem. Officer, um, that it’s very helpful for that person to be able to go into those meetings and say right off the bat. This is why this organization that’s really different. And this is why it’s really important that we supported on dh not you know again. But a lot of grand seekers will just not understand that it is a selling job for the program. Officer. Yeah, this goes tio what? You and i said, i think the first time you were on you’re you’re helping your job is to help the program officer sell your proposal and your program to the people you mentioned, whether it’s, the board or a senior program officer who makes but you’re helping them become your sort of sales team in the foundation right there, your advocate, and so give them out. But again, it’s important to remember that about where it stops sometimes, and that gets sort of backing into that jargon and proposals it’s always amazing to me because i’ve done a lot of reading of proposals in evaluating them out as a consultant for other organizations. I’m not particularly steeped in an issue sometimes, and i will get completely stymied by some proposals where there’s all kinds of acronyms that are not spelled out there’s it seems so basic, but it is so easy for organizations to get caught up in their own, um, work and their own spaces that they don’t think about somebody else reading this thing. This is something that i tell people all the time, and i i think it’s so important is that organizations give their proposals or their draft to somebody who knows nothing about their field, who does nothing about their work. You know, if you can find somebody your neighbour, i don’t care who it is, somebody to really eyeball. What you send in is really helpful, because that will tell you whether you’re what you’re writing is compelling on its own, and whether it’s going to sell on its own, regardless of who’s reading it. Ok, there is a bigger world out there, aside from your program and your work. Let’s, go back to something that you just you still touchdown was talking about. How you compliment similar organizations doing similar work. Right? Is that? Is that part of the market analysis? Yeah, i think it is. I think it shows that, you know, once you say, you know where this is, how we’re distinctive, this is, you know, why you need this organization to do this work when you say it also compliments a lot of other work going on the field, it actually sends a message that you’re collaborative because in the nonprofit sector, you know, most of the results that we get are going to come out of the collaborative and collective efforts of a number of organizations, not usually just one. And, you know, there is this ethos of collaboration in the sector is opposed to competition in the private sector, so the more you can say that we are collaborating with these other organizations and here’s how we’re complimenting their work. For example, a local non-profit or state non-profit or coalition might say, you know, we are regional or a local, so we’re able to bring the lessons were learning on the ground to the national groups that are working on this issue may be at the federal level on, and that gives them the national group. Some data, you know, about how things are working on the ground and what we’re seeing so it’s sort of conveys that you’re not only providing value to these other groups that ditch you’re actually intentional about it, okay? And you’re informed and you’re doing this collaborative work. Yeah, and you also have your eye on larger impact and it’s not, you know, we’re just going to keep doing this on our bubble in our little town or state, we’re actually doing something that has that’s that’s looking towards longer term impact, whether it’s policy change at the federal level, whether it’s regulations, whatever you’re doing okay, what else do you recommend to set proposals apart? Well, so another thing that i see a lot is that and every proposal guidelines will ask for this, um, they ask you usually for describe the need for the problem that you’re trying to dress on that your opportunity to say, you know what the problem is and to talk about the statistics in the data that support the need for, you know, for what’s going on, for example, you know, if you’re doing high school dropout trying to stave off dropout rates he would talk about you know, what the rates are and why it’s such an important issue. Um, and then they ask you, you know what you’re going to do about it, which is where you described your program or your project, and when i find sometimes is that a lot of times is that groups tend to fall in one of the categories of their either really good at talking about the issue, talking about the problem, why it’s so important? Um, and great analysis of the causes of it, um, but they’re not so great at saying what they’re going to do about it. On the flip of that is that some organizations will will launch sort of more into the what they’re doing and the work and they’re excellent describing all sort of the elements of their program or when they’re doing, but they don’t really say how it’s addressing the need it’s really important to make that connection and it sounds obvious, but this is where, again, having somebody look at your proposal and we’ll assess it and say, wait, i’m not understanding you just described a huge problem, but i’m not seeing how your program actually, is addressing this really important. Okay, we’re gonna take a take a break. And when we come back, cindy and i will continue talking about what makes your proposals strong. And also mohr, that program officers hate to see you stay with us. You’re listening to the talking alternative network. Have you ever considered consulting a road map when you feel you need help getting to your destination when the normal path seems blocked? 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And you’re listening to tony martignetti non-profit radio. Big non-profit ideas for the other ninety five percent. And welcome back, cindy, have we covered all the suggestions that you had for for making a proposal strong before we get teo that the don’ts? Well, i have a couple just a couple quick things, you know, a lot of this overlaps with don’t but that we’ve talked about, but i would say that a lot of proposal writers and grand seekers know that an inevitable question on any guideline application is how are you going to sustain this work, which is what is your fund-raising plan or your business plan and it’s really surprising how many people will say? Well, we’re going to approach corporations and foundations and individual donors, and then they don’t say it in more detail. What do you have a plan for that what’s your strategy? Are you going to focus on one segment more than others? And why is that that’s really important? Another thing that goes along with that is when i worked at a foundation, we actually had a separate section asking about what’s your communications plan. Um and again, ah lot of grant seekers will say, well, we’re going to do some op ends, we’re going todo, you know, we’re going to go on twitter and social media and say, you know what we did if they’re doing, for example, a research study or report that doesn’t really say anything, it doesn’t say what you and what you’re trying to do with the social media coverage is trying to tell people about it, and what impact is that gonna have is going to make any difference? Neither how will you know whether it’s made a difference? And this is the testament, i think all grantmaker zee hate is, you know, the evaluation. How do you know if you have achieved success and again, the answer to that is not well, we’re going to assess our work through ah survey, you know, or we’re going toe ask grant asked participants in our meetings for feedback, you know, all of that is great, but it’s not really telling the investor ah, what difference it made overall, just because people had a great experience at a meeting you put together about a particular issue doesn’t mean that you’ve really had an impact on the problem. Yeah, neither of the three of those whether it’s fund-raising communications or assessment is a plan the way you described it, it’s just it’s sort of aspirational. This is what we plan to do, but but is not a detailed plan. It’s not none of those were a plan. Really? Yeah, i think that’s a good point. And and i would say a plan and then the and the crowd is although that is plan for what, you know, sort of it’s always before what question or to what end? All right, so a couple of things that you said specifically that hyre people reading and program managers officers don’t want to see a cz jargon. And of course, on tony martignetti non-profit radio, we have jargon jail. So we’re very sympathetic with that, um, and also that you’re the only ones doing it. You’re unique. What else? What else did they do? These people hate to see. Ah, well, not answering the questions separately, but it was not a common. I just made that. You know the answers air vague or their elusive, or they ignore them all together. Um, one of the i just did a eh stepped in for a program director who had left a foundation. And so i did a number of proposal. Reviews on site visits and one of the questions that they have on their proposal guidelines, which they’ve just revamped, is what outcomes do you expect to see? Um and i know and i understand why and how non-profits are reluctant to distill what they do down to numbers, but that’s, what the thunder was asking and what i found was that people either talked around the question by describing vaguely what they were going to do their goals, um, or you know what their strategies were, but they weren’t telling me what’s going to come out of this? And can you be very specific about what you’re going to do? Are you going to serve four hundred people, then say that, um, that’s not particular, but that’s i understand that’s not impact, necessarily, but it is an output that can lead to an outcome which might be something like we start four hundred people and people were healthier, you know, that kind of thing, so but but the thunder asked for that specifically, and i was really surprised how many people were confused by that. On the other hand, i did go back to the thunder and say, you know you might wantto put on your website or in the application guidelines somewhere a clear definition of what you want and what’s that what? What you mean by outcome? So that would help grantspace occurs to give you more of what you want, so it works both ways, i think, is a very common that questions get ignored or talked around with explicit questions in applications. Oh, yeah, yeah on i have to say, i’ve been guilty of this myself when i wrote proposals because, you know, that was your first five hundred in the first five hundred days, you know? Well, you wouldn’t get argue that good marketing is sometimes, you know, the best market and goes a little around the truth, but, um, it is true that people i would say less ignore the questions than they do, um, sort of try to talk around them or compensate if they don’t really have an answer by the reiterating something or again talking about larger goals or strategies rather than impact on influence on results. And why you and really making a case for why you you should be invested in running through a lot of what we’re talking about is making these connections, whether it’s between the need and your work or the your work and the outcomes and the impacts. It’s making this yeah, making covering the full spectrum. Yeah. I mean, it’s strategy. It really comes down to are you being strategic? Um, and i know again people hate generally the whole logic model idea. Andi, i understand that, but it is, and it can be really helpful exercise for non-profits to work through because it really separates all these pieces, um, that we’re talking about that then puts them together in a cohesive model and frame. And so doing that exercise in my experience really helps organizations put together stronger. A more cohesive kate. Okay, we have to. We have to wrap up. But the logic model that that sounds like is that that sounds like something that we might talk about in another show. Teacher. The logic model. Yeah. There’s. Lots of resource. Is that out there about that? Go help. They’re still some of the fear that people have about it. Okay, well, we can use that. We can use that. Maybe for next time. Okay. Thanks very much, cindy. Thank you. My pleasure. You’ll find her on twitter at caen, gibbs si n g i b and her practices synthesis consulting, c y en th e s i s next week an archive show i will, i will pick a winner. I don’t know which one it will be, but i will. I will pick a winner and if you have one that you really want to hear again, let me know. You can email me from my sight. Tony martignetti dot com. You can always get me on facebook and twitter. Also, our creative producer is claire meyerhoff lorts our line producer. The show’s social media is by julia campbell of jake campbell. Social marketing and the remote producer of tony martignetti non-profit radio is john federico of the new rules. Our music is by scott stein came in a little loud, but that’s because we love scott be with me next week for non-profit radio big non-profit ideas for the other ninety five percent go out and be great e-giving didn’t think dick tooting getting thinking thing. You’re listening to the talking alternate network. Get in. Duitz e-giving cubine. Are you stuck in your business or career trying to take your business to the next level, and it keeps hitting a wall? This is sam liebowitz, the conscious consultant. 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M on talking alternative dot com duitz you’re listening to talking alternative network at www dot talking alternative dot com, now broadcasting twenty four hours a day. Have you ever considered consulting a road map when you feel you need help getting to your destination when the normal path seems blocked? A little help can come in handy when choosing an alternate route. Your natal chart is a map of your potentials. It addresses relationships, finance, business, health and, above all, creativity. Current planetary cycles can either support or challenge your objectives. I’m montgomery taylor. If you would like to explore the help of a private astrological reading, please contact me at monte at monty taylor dot. Com let’s, monte, m o nt y monty taylor. Dot com. Are you suffering from aches and pains? Has traditional medicine let you down? Are you tired of taking toxic medications, then come to the double diamond wellness center and learn how our natural methods can help you, too? 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Nonprofit Radio for April 18, 2014: NTEN & NTC: Why You Should Pay Attention & .ngo

Big Nonprofit Ideas for the Other 95%

Listen live or archive:

My Guests:

Amy Sample Ward

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Amy Sample Ward

Amy Sample Ward is CEO of Nonprofit Technology Network and our contributor on social media. On the opening day of the Nonprofit Technology Conference, we talked about the value of NTEN and NTC for small- and mid-size nonprofits. Everybody uses technology!

 

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Glen McKnight, Andrew Mack, Evan Leibovitch

Glen McKnight, Andrew Mack, Evan Leibovitch
Me with (L-R) Glen McKnight, Andrew Mack, Evan Leibovitch

Introducing the new top level domain–and its affiliated community–for nonprofits throughout the world. Plus, a primer on how domains are managed by ICANN. I learned a lot! My guests from the Nonprofit Technology Conference are Glen McKnight, secretariat of NARALO (it represents you!); Andrew Mack, principal of AMGlobal Consulting; and Evan Leibovitch, global vice chair of the At Large Advisory Committee of ICANN.

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Top Trends. Sound Advice. Lively Conversation.

You’re on the air and on target as I delve into the big issues facing your nonprofit—and your career.

If you have big dreams but an average budget, tune in to Tony Martignetti Nonprofit Radio.

I interview the best in the business on every topic from board relations, fundraising, social media and compliance, to technology, accounting, volunteer management, finance, marketing and beyond. Always with you in mind.

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Hello and welcome to tony martignetti non-profit radio big non-profit ideas for the other ninety five percent. I’m your aptly named host. Oh, i’m very glad you’re with me. I’d be forced to endure black hairy tongue if i came to learn that you had missed today’s show and ten on dh and tc why you should pay attention amy sample ward is ceo of non-profit technology network and our contributor on social media. Of course you know her. On the opening day of the non-profit technology conference, we talked about the value of n ten and anti seafirst small and midsize non-profits everybody uses technology and dot ngo, introducing the new top level domain and its affiliated community for non-profits throughout the world, plus a primer on how domains are managed by icann. I learned a ton, and you will too. My guests from the non-profit technology conference are glenn mcknight, secretariat of naralo, which represents you will learn what that is. Andrew mac principle of am global consulting and evan leibovich, global vice chair of the at large advisory committee of i can between the guests on tony’s take two inauguration of the non-profit radio knowledge base, both these interviews came from ntcdinosaur provoc technology conference. And here is my discussion with amy sample ward about the conference and ten welcome to tony martignetti non-profit radio coverage of non-profit technology conference and t c twenty fourteen the hashtag is fourteen and t c and my guest now is amy sample war. She is very well known to non-profit radio listeners, of course, a monthly social media contributor, but here and and and outside non-profit radio. She does have a role. And that is ceo of non-profit technology conference of and abandon the non-profit technology network partner. Exactly nowhere. Welcome back. Good to see you. Thank you, it’s. Nice to actually be in person. Yes, i know you were usually bicoastal, right? The power of radio is that we’re not actually in the same room. I know. Um, your ceo of this gig. How did your did your welcome? Plenary go. I hope everybody was standing ovations. And was it exciting? I was here setting up. Yeah, it was it was really great, but actually, i think i was surprised. I think everyone else was surprised by how many emotions we went through because there were stories and videos. From the jupiter video awards and ah, ignite presentations that put everyone in tears inspired them, but then also things where we were laughing hysterically, so it was it was a great emotional roller coaster, which i don’t know what that says about the attendees or the community, but that’s how we’ve started the conference, a lot of open hearts, exactly excellent, excellent, and i’d like to spend some time talking about something that we don’t when you’re on each month, which is let’s, talk about what the non-profit technology network is, and then we’ll talk some about ntcdinosaur well, for future future future conferences, but, um, tell me what’s the why should somebody pay? Why should someone in a non-profit pay attention to non-profit technology network? Well, so many reasons way have a decent number of minutes together as usual, i would say first of all, it it’s totally okay if you don’t want to be on in ten member, but there is definitely no way that in your organization you khun b ignoring the valuable and critical piece that technology is bringing to you being able to work efficiently, effectively, i know what you’re doing know who you’re reaching know how much money you’ve raised track what you’ve done proved that you’ve done it tell people then, how much you’ve done, you know, technology is just crucial for any organization, regardless of who they are, where they’re based, what they’re trying to do, who they want to talk, teo, and to not focus on that across your staff, you know, it isn’t just the director that should know about those things. Every staff person is making decisions that impact technology either for their team, for themselves or just is it taking you five minutes to do something that could take you one minute? You know that that means more time devoted tio doing more of your work instead of, you know, doing more work to do the work, okay? And and how does intend help people who are let’s focus on the people? We’re not in it and because, you know, our audience is nine thousand small and midsize shops, they may very well not have a night manager directly. So what does intend for those people? Well, we’re really focused on strategic use of technology, meaning we don’t focus on the specific tools were we’re never going to tell people on a webinar that they should all be using a certain tool or a certain app or a certain platform, because it may not be right for you. Those those tools, i mean, there’s a million choices for everything, right? There’s like over two thousand crowdfunding platforms? I mean, there’s, there’s just so much choice out there that it’s important, that we provide some some practice, give people a chance to practice, talk through and really understand how to make those strategic decisions. How do you evaluate what you need so that when you go look at those tools, when you walk through the science fair and talk to different providers, you’re able to say, this is what we’re looking for. Can you get us there instead of allow shiny? I want your shiny thing, so helping people understand how to evaluate their own needs, but then how to budget for the technology that you’re able to bring in figuring out what your budget is, and then how to push that against all of your programs. You know, it shouldn’t just be a bucket of office supplies and general technology, not a great budgeting plan on then. Also that you’re able to evaluate then what you invested in to know if it’s still meeting your needs if it’s helping you reach that impact if it’s helping you measure that impact, etcetera and we’re talking about technology runs the gamut. Randi probably could be cr emmett, maybe social exactly might be crowdfunding could be your web site. It could be anything. Um and how does how does intend go about this? How do we empower non-technical agis ts too do all the things that you you’re you just said with that with their technology and and evaluate yeah, we i mean, we’re always open to more ideas for how to do this. Because it’s a it’s. A lot of work, right? It’s. A pretty big mission. Pretty large goals and what what we do, at least right now is we have offline events. We have the conference. We have auntie si. But we also have smaller local events sum that happened every month as volunteer lead meetups in about thirty cities in north america, plus poland. And you know poland is charging ahead for europe. And then we have some that are led by antennas workshop. So all day workshops usually in a pretty deep dive into a specific topic training, etcetera and those air live workshops in in cities. Yeah, we’re in a density, i guess, yep, exactly on then we have year round online programs, all kinds, you know, same as you were saying, every kind of technology, every kind of technology is covered in our webinars we have way have webinars for fund-raising folks for communications folks for leadership level staff who don’t want to know howto install a module in their droop a website, they just want to know why they have decided to use that website and and for those folks, we also have webinars that are for people just getting started trying to figure out the tools that they need, and people have been doing it for twenty years, you know, and are really looking for the latest and greatest kind of tips on to be able to share with each other and the merge of those offline events and community programs and our online webinars our communities of practice, so those are usually topic focusedbuyer oops, so there’s one four directors, for example, there’s one for folks who manage content for their non-profit, etcetera, and they’re online discussions, but they can have monthly calls her webinars together on their totally free to participate in communities of practice. Yeah, yeah, yeah. Eso it’s it’s kind of the merger of being able to talk to other people that know what you’re talking about, learn something with each other, but then also have kind of asynchronous just online connection. Tell us a little about inten itself. How? Because the staff well there, i think they’re throughout the country. Right? Right. We have way have eleven staff and eight of them are in portland, oregon. Okay. And three of them work from home in the cities they live in in california, washington and illinois. Um, and how long have you been within ten? I this i just realized this yesterday. The, uh, ntc in d c in twenty eleven was my second week as the membership director when i started twenty eleven yet. It’s, my, my three year anniversary. Okay. Congratulations. And thank you. You started as membership. I started as a membership director. You remember of intend for a long time. Where, you know, for many years in new york city, you were going to the meet ups there? Yeah, i actually have been a member, and i started the tech club that’s in portland back in two thousand seven and then left and started a tech club in london and then moved to new york and was a co organizer in new york, and i’m back in portland, so i had to rejoin is a co organizer because the group is still going seven years later, which is very strange to show up and not have to tell people why it’s there, you know, when you’re just starting a community kind of volunteer led group, every meeting that started with okay, this is why we’re here. Please tell your friends, please bring people to this group so that we can survive. And now it’s. Just a thriving community. It’s it’s really surreal. Outstanding. But now what happened in london? You didn’t mention london as a city that has. Yeah, they still do. They still have their eye. I am not sure if they still do mention poland yet. Poland, right? But london, you know well, london was formed under tech soups, community program, net squared and so they may still work with tech. Soup there’s a a country partner, their charity technology trust so they may still work with them, but they aren’t at least ten and ten affiliated group. And, of course, if you want to find where the intent affiliate groups are the intern work. Thean ten website. Exactly, yeah, under the community tab. We have a tech club link and i love that the novel called and ten new york city and in portland, and i don’t think any of them have and ten in the name. Many of them are called tech for good summer called tech clubs. Some of them are just called like community technology, something we’re pretty open. Our point is that people are having these conversations and sharing these resource is, regardless of what they’re calling themselves. Okay? And how much of what we’ve talked about can someone participate in if they’re not on intend member, you can participate in anything we do without being a member, but as a member you can get big discount on registering for the conference. You always get a discount on webinars or training’s things like that. Okay, everything is accessible, very giving group we’d like to give you. Alright, that’s, wonderful art. So you don’t have to be a member. They didn’t even think that shooting getting dink, dink, dink, dink. You’re listening to the talking alternative network, waiting to get a drink. Cubine do you need a business plan that can guide your company’s growth seven and seven will help bring the changes you need. Wear small business consultants and we pay attention to the details. You may miss our culture and consultant services a guaranteed to lead toe right groat for your business, call us at nine one seven eight three three four eight six zero foreign, no obligation free consultation. Check out our website of ww dot covenant seven dot com are you stuck in your business or career trying to take your business to the next level and it keeps hitting a wall? This is sam liebowitz, the conscious consultant. I will help you get to the root cause of your abundance issues and help move you forward in your life. Call me now and let’s create the future you dream of. Two, one, two, seven, two, one, eight, one, eight, three that’s to one to seven to one eight one eight three the conscious consultant helping conscious people be better business people. You’re listening to the talking alternative network. Duitz hyre but what is membership like if if i am a member, yes, but i don’t remember if there’s only one rate that that members pay. Sure. So there’s you conjoined as an individual or you, khun joins an organization when you join is an organization. It covers unlimited staff, because we don’t necessarily know how many staff you have so it’s so you don’t know whoever your staff are. They khun b, a member, three organizational membership and it’s based on your operating budget. So if you’re ah non-profit, whose annual operating budget is five hundred thousand dollars or less, which is the vast majority of the profits than your annual membership for unlimited staff is sixty dollars, you’re kidding. I am not sixty dollars, for an organization under under half a million dollars. Yes, that’s outstanding, or i think so, too, and that’s the vast majority of non-profit radio listeners like small and midsize. If you happen to be an organization that has an annual budget over half a million dollars how much? Then it goes up. It goes from five hundred, too. Two million. Two million to five million and then above five million. So even if it leave it at the top, it’s still only three. Thirty five. Oh, my goodness. And for unlimited members within your organization? Yeah. Are you getting a little help from somebody in the audience? No, i i just saw i just saw julie. Who is our conference manager. Look up when i as soon as i was starting to say specific numbers because i haven’t had a lot of sleep. So saying specific numbers on a microphone, you know, okay. And i’ll give a shout to julie to thank you very much, julie, for all the help that you gave non-profit radio and me leading up to today. Thank you very much. Really? Julie conroy is that excellent eyes also julia smith. Yes, she was. Julia smith is not currently here, but i’ll shut her out too. She was also very, very helpful. Yes. And we have a james and a jessica. We are no longer hiring j names wear at capacity for j names. All right, let’s. Move. Teo ntc why is the non-profit technology unconference a great benefit for oh, wait. No, no, i have to go back individual membership. So, yes, we didn’t cover that. What was there? The same? They’re the same benefits, but they only cover one person. Okay. Andi, how much did i pay for eighty five dollars? Starbucks stand. Oh, so individuals pay more than small organizations? Yes. Because primarily individuals in the membership in the community are independent consultants. So it’s it’s kind of the hybrid between it being the for-profit organisational range. But put it in his individual. Okay, um, so now let’s talk about the non-profit technology conference and she why is this terrific? For for non-technical agis ts and then well, and then we’ll talk about technologies do because you have a lot of there’s, a lot of technical there’s, good technical work. And they’re all kinds of nerds here. Yeah. All right. Well, all right. Let’s, talk. Let’s. Start with the technologist. We’ll double it. Technologist. Find here. Ah, you will find many people who feel just like you that you are probably the only person in your organization that knows what you’re talking about or knows what those things mean or knows how to set up a database, but you’ll also probably find a lot of people who legitimately want to get past the conversation of, you know, complaining about oh my gosh, you know, my program staff hate when i tell them this or no one ever does their updates, if you are a really, you know, director, technology person in the organization, you’re going to find people, regardless of their job title, who want to talk to you about the things you’re doing, the things they are doing, you know, and and really talk shop, get share ideas, figure out if there’s something you’re doing that they haven’t heard of, you know, tell you about their favorite tools. It’s a pretty good it’s, a pretty good kind of swapping community. So let’s, let’s break down silos where where is off on the side? Yeah, often not in leadership or decision making rolls, right? An organization writes and that’s collaborate. Right. And that’s. Why we got rich? We no longer have when you look at the program schedule for the conference, we no longer list tracks we don’t say, you know, these are all of the sessions for communications people and these air the sessions for leadership level staff because there may be leadership level staff who managed the communications as well, because there are a small organization or they may be communication staff that want to be in a leadership position, and they want to go to those sessions. So we tried to break down even our structure that promoted those silos to encourage people to go to the sessions based on the content of the sessions. So we still listed if it was a tactical or restaurants, you know, gave some parameters, so people knew what they were getting into. But hopefully it really encourages that cross pollination. You go in a room and the speaker could ask, you know, who works in these departments? And you’re going to have people representing every part of oven organization and what i do see these air, not tracks, but i see. Learn, learn, connect and change a cz topics that the workshops fit into, right? Yeah. Those are the three pillars of intends villages. I call them topics, but yeah, yeah, they they sound very important when you say pillar. There, the three buckets of our work there, the pieces of our strategic plan and their how really, everything we do, helps fit across the spectrum of the community. There are people that want to come just to make connections, and that is okay. You know, they’re people that come. They don’t want to talk to anybody that i want to be anybody’s friend. They just need to learn this stuff so they can go to work, you know? But there are also people that come here because they want to do all of it. You know, they want to meet a couple people, they want to be inspired, but they also wanted go to that one session and write everything down that the person says, because they know they need to hear it. Let’s, let’s, talk about ntcdinosaur the for the non technologist. Sure. What? What? What? What are we gonna find? Sure. I mean, some of the some of the most rapidly growing segments of the membership are into traditionally non-technical teams, the program staff on the leadership staff because as i was saying at the beginning, you know, everyone has recognized that you have you have to be smart about the technology you’re using cause it’s underpinning everything you dio it is your success or your failure. So staff in program rolls are now being told, you know what? Can you demonstrate that? Can you prove that we don’t want to know if you serve that many meals? We want to know how those meals change those people’s lives and we’re used to being able to tick up pretty easy to get, you know, transactional box and now it’s program staffer being challenged by funders even by their own staff and their boards to really be able to tell the whole story of their impact and not just the transaction data. They’re coming to the entire community to figure out. Not just how do we think about measurement? You know, they know how to think about measurement, but they need to know howto i actually store this data. How do i collect the data? How do i know if the data is valuable and it’s the right data? And then how do i tell stories about this? You know, i’ve collected all this data, all these numbers. What do they even mean? Can we create context can recreate really compelling evidence? Okay, program staff, what about fundraisers there? I mean, ever it’s a non-profit conference, everybody is a fundraiser. Everybody would gladly talk to you about how you should invest in their organization. So there are true fund-raising sessions, you know, plenty of sessions that air explicitly about friendraising but so many sessions now kind of blur the lines between program communication and fund-raising because they’re about storytelling. Well, it could be a story you want to tell that’s an advocacy campaign or it could be a story you wanna tell, two raise money for your mission, whatever it is, there are so many of the sessions that i think touch on all of those best practices, all the principles you need to follow and many sessions, even if they’re considered a fund-raising session or communication session use examples from all those different kinds of campaigns. How about ceos? Executive director’s? Why? Why did they belong here? Oh my gosh, i mean, i really think that if you are leading an organization and you, you don’t need to know how to get into the back end of your website and change things, but if you don’t know why you have that website, how it is meeting your goals, how you’re going to decide if you need to do a redesign or you need to go get a new website or or anything, then you’re not going to be able to make those decisions in a leadership position. You’re going to be relying on your staff, which is great, they should help you help inform that decision, but if you’re not able to directly engage the way that you are for many, you know organizational leaders and maybe a fundraising campaign decision or a pr topic, i just don’t think that you’ll be able to successfully implement any project that then relies on that website or then relies on that database, as you said earlier, i mean technology’s just so critical toe operating any organization right, leadership needs to know exactly what it can do, how it can be a value and the leaderships sessions that air at the conference, you know aren’t trying to tell executive directors how to build a website, you know, they’re not trying to convert you to become a technologist, the sessions here for leadership level staffer really toe have those conversations about how do you staff for technology? If every single staff person is responsible for managing and budgeting for the tools they need to get their work done, are you providing them with training? How are you evaluating, you know, their use in there, you know, quarterly or annual reviews, all of those pieces that fall under, you know, a traditional non-profit leader’s role with staffing and accounting and all of that still has to either rely on technology or consider technology to be successful. Do you know, are there many board members who come many board members because many people who are on non-profit boards also work at a non-profit, you know, so they’re coming with with two roles, both how do we, you know, think about this as a board where we’re really looking at that evaluation piece, we’re really looking at that larger story of our mission, but then also how i think about this for my day job, where i work and maybe in a more specific role, okay, leave me with something inspirational as ceo because we’re about we’re about to wrap up about ten or, um, something inspirational it’s like, if you tell someone to say something funny, nothing left to say, well, something that i was inspired by, at least for this morning’s plenary was that, you know, i said at the very beginning, there were a couple that made everybody cry. There are a couple that made everybody laugh, and there were a couple that were just the true here is what you need to know to go be successful in your work, and i think it was that, at least to me, what what i reflection on that is that it was the perfect balance of how i feel like almost every session goes every day of the conference goes, and really the whole year with this community of people, it isn’t what did you say? Open hearts, you know, it’s it’s, one of the on ly communities have ever been in in my life where a zsu nas you show up, you know, and you have that kind of hesitation do i introduce myself? What do i do? Everyone just has high where have you been? You are supposed to be here no matter who you are, no matter what organization you represent and and i think the fact that we could start a conference in an unprompted way with tears and laughter and people sharing incredibly personal stories from a stage in front of two thousand people, i think there’s just evidence that it’s a community made for that sharing, you know, it’s, check your insecurities at the door because this isn’t a place for that kayman sample words the ceo of non-profit technology network and ten there in ten dot or ge her idea on twitter is at amy rs ward herb log is amy sample ward dot or ge? And i want to thank you very much and she’s also, as i said, ah, regular monthly contributor to non-profit radio, which i’m very glad about, thanks so much. Thank you for having me and thank you for being at the anti see. It’s a real pleasure. Thank you. Thanks for setting us up. Here durney martignetti non-profit radio coverage of the non-profit technology conference and t c fourteen ntcdinosaur hashtag thanks very much for being with us. I love having amy is a guest and it was a pleasure to be with her face to face at ntc we have a new sponsor. It is generation siri’s. You may recall that just a couple of weeks ago i am seed their event in brooklyn. It was a five k run walk and it raised money for ten charities. That’s what generation siri’s does? They put together runs and walks for the benefit of a bunch of charities and they do all the back end work of getting the permits and the licenses and they rent the equipment, all the audio and all the tents and all the stuff that you need it to finish line and they take care of all of that for the benefit of the charities that want to participate. They had that one in brooklyn there’s one coming up in miami, new jersey, toronto. They’ll be back in new york city in november and i hope to emcee that one in aa in new york city and maybe a couple of others, you will find a generation siri’s at gen events dot com jen events. Dot com. Very nice people. David lin is the ceo there. I am taking interviews fromthe show and grouping them into topics to create the non-profit radio knowledge base i’m inaugurating the knowledge base with branding branding is so muchmore than most people think of it as so much more than your visual identity logo, website tagline and on the my block this week, there are links two interviews about branding so you can see just how deep it is. If you missed those interviews through the years, i’ve got close to two hundred hours of non-profit radio july is going to be the two hundredth show doing this for four years, and the knowledge base will organize all those interviews by topic so that you can pull the best of non-profit radio, video and audio on the subjects that you want and listen, watch on any device. The introductory video is on my blogged at tony martignetti dot com, and that is tony’s take two for friday, eighteenth of april, the sixteenth show of the year. And here is my interview now with three gentlemen who are delivering and representing the new top level domain dot ngo. Welcome to tony martignetti non-profit radio coverage of ntc non-profit technology conference two thousand fourteen with that hashtag it’s fourteen and tc, we’re at the marriott wardman park hotel in washington, d c and joining me now are glenn mcknight, andrew mac and evan leibovich and we’re going to talk about i can naralo so there’s acronyms we’re goingto flesh all that out and the new dot ngo top level domain all about domains and how these air all managed today. Glenn mcknight is secretariat of naralo, which is the north america regional at large organisation. Andrew mac is principal of am global consulting and is helping with the launch of the dot ngo top level domain. And evan leibovich is global vice chair of the at large advisory committee of i can. Gentlemen welcome. Thank you. Thank you. Thanks. Okay, evan, i can i see a n n the tell us what it is and why it’s important came. I can is the internet corporation for assigned names and numbers. It manages i p addresses, which is the machine numbers addresses of how machines find each other on the internet and the names of whatever dot com dot or ge dot us dot uk of the names you used to actually translate. To those numbers on how you get from your computer to wherever you’re looking for things every device connected to the internet, every single device in the world has to have a unique i pee or internet protocol address, right? If i overstated it, isn’t that? Is that right? Well, the problem is, is there’s a shortage of these numbers and everything, but i just didn’t need a number. Yeah, just agree with me that each single device that’s, right so one person could have three or four easily i p address is right. You have your phone, you might have your ipad, you might have your desktop right and maybe have a fourth device that i can’t think about, maybe have two phones, so each individual device has to have its own unique i p address, right? You’re absolutely right. I can. The internet corporation for assigned names and numbers manages that that process is that right? The numbering scheme, as well as the naming scheme numbers and not right. Because in your address bar, i’m tryingto make this this’s relevant to every single person. Absolutely who’s connected to the internet. So i’m not gonna make sure the relevance is clear when you go to your address bar you either type in a name most likely or a number. And that all is an idea. Dress at all relates to an i p address and that’s how you get to a site or a device if you knew the number itself like one o six thought this thought this thought this you could type that directly into your browser, but most people don’t know that. Okay? Yes, but there is a number behind every name. So i have tony martignetti dot com there’s an i p address the number that that’s an address in itself. There’s a number behind that. That common name. Exactly. Okay. Excellent. And if you think about it, if i can yeah, i can look at the andrew. It looks at the international policies around that. So it’s not just a question of the technical side, but also where is the internet going? What will the future of the internet look like? And it’s in a really interesting kind of public private partnership? Because it brings in people from many different sectors from the private world, from the government world from the non-profit world and they all come together to help design the policies that guide the internet as it goes forward. I can. I can is people. There are the internet corporation there. There are fuller. This is a robot. You know, it’s important to understand that distinction you wanted well, but the other thing to understand is that yes, there’s policies. But this is not about censorship. This is not about that neutrality. About that little sliver of regulations about names and numbers. Help me. Are there people are thie internet corporation comprised of people? Yes. Or there is. There is an office in in california and there’s offices in brussels. There’s offices in singapore where they have warm bodies that manage this. But there’s a massive community of volunteers that are. We’ll talk about it. It’s. Very bottom up. That’s what i think most people do not understand. I think most people think it’s dominated down top down. But it’s not and that’s where? The that’s where the regional at large organizations come in because there throughout the world. Right? Ok, now we’re going. We’re not tuna, rallo yet. Who appointed? I can to this role. How did they get that responsibility? Technically, it’s a contract with the department of commerce. So where did they come from? And let me explain, created icann the internet, as you, as you may know, was born out of a u s series of u s government contracts, right? He got big bird was originally a military was it was from the start, but, yeah, profanity. So it was it was set up and the advanced rate i liketo like i don’t like to leave listeners with acronym, the defense advanced research project administration illustration. That’s, right, darpa and so darpa. And the idea was that we wanted to have systems that would that would be able to share data when bad things happen. Right then it migrated to you guys and probably know a little bit more about the academic side than i do, but been migrated to being a way of for academics to share data. And then as time went on, people realized that this was a really big thing, and it could have a lot more. It could have a lot more potential uses that wade initially thought it was a very exciting time, very exciting time and so that clinton was during the clinton administration, and they decided this is too big to just be held in the united states and that there’s a real value and having it be a global thing. And so there was a movement to try to create this. What is effectively a public private partnership that involves people from around the world, and then then then i can was born, and it has been moving in different directions to become more and more internationalist as time has gone on since the early nineties. Ok, ok. And, of course, where where i’m deliberately not mentioning the old al gore cliche. I’m so tired. Okay, all right now, let’s. Okay, so that is very interesting. Very, very i can. So now it is bottom up. So we have these offgrid these regional at large, um, at large organizations throughout the world. Of which naralo the north america regional right regional advisory organs committee is one or the organization naralo well, i can has chopped the world into five region, so no naralo is one of them. There’s, also one for latin american and caribbean, one for europe went for asia and one for asia pacific and one. For africa. Okay, all these at large organizations throughout the world and they are helping to represent the people that are the people that are people, the individual internet users day in and day out, right? You’re not buying it. Domain. You’re not selling domain. You use them in your browser that’s, right? What does that mean? Well, so they thought the thought is that how does that relate to what i wait, wait. Give it a chance. Okay? How does that relate to what i just said? Okay, if ford wants to have a website that you look at their cars, so ford goes out, they buy four dot com. And in germany, though, by four dot d e and so on and so forth. Okay, yeah. Then, it’s, they market to you here’s how to find us. All right, four dot com you type that into your browser, you’re not the one buying the domain. They’re paying money to somebody toe have four dot com. They’re buying an annual subscription to somebody toe have that? Yes, they’re paying to somebody else that have four dot d and so on and so forth each of these top level domains dot com dot or ge every country has won so in canada’s dot see a uk, right? A you and so on. So there’s right now, there’s about twenty two dozen odd generic ones that aren’t associated with the country. Every country has designated their own and there’s about to be a very, very large expansion. Okay, we’re gonna get to that. We’re going to get there. Don’t worry. We have twenty five minutes together. Don’t worry. We’re not going to lose that. I know. It’s important. I happen to know, for instance, that morocco, the country, morocco is dahna emma. Because i have bought through bentley the custom earl. Tony. My name tony martignetti. Tony dot. M a. So i know morocco is emma and you know, and in bit lee itself. Where is billy going through? I don’t know why. Libya? Libya. Oh, dot fulwider libya. Yes. Okay. Excellent. Who thought right? You do that. All right. You got the right people. Hear you, do you? Do you guys do well, that’s a rhetorical question for the three of you know what? I was anywhere else than any other audience. That would be. That would not be rhetorical. If you see something dot tv that money is going to the island of to look tuvalu to value in the south pacific. Follow-up xero tuvalu otavalo alright to tuvalu. Okay, um, so well, all right. So i pay my money for the dot tony dot emma. Andi, i paid it to whatever hover or domain director, you know where you bought it from a registrar. Okay. That’s a recess, the registrar. And then they in turn, have bought it from a registry. The guys who run the dahna registry makes sense within that within the country of morocco. So more cases in the case of morocco it’s run it’s, run by the whoever’s, the moroccan internet authority. Okay, in some case, it’s much advantaged by a third party because they may have the technical skill. I don’t doubt that the two blue government, in fact, i know that the two blue government uses uses that uses a third party that help them run. That which is fine, you know it’s good for them. And how is all this? And how do do those relate to? I can’t okay, so i know there isn’t a direct relation. I mean, i know they’re not direct, but well, i can through contracts essentially has relationships with the people that do dot com dot or dot net and the new ones that air coming around the ones that are the country codes. There’s a little bit of a hands off relationship because that’s a national sovereignty thing. So i can doesn’t get involved in the national codes, but they coordinate them. So they do show up at the i can meetings. There is a relationship going, and they work on things like best practices. Okay, without i can we we would probably have duplicates all over the world. We wouldn’t be able to reach anybody. We’d have duplicates and triplets and quadrillion million connections. Think this is one of the things that tony that i think it’s really been important about. The way that the internet has developed is is that the real strength of the web is that it is a unitary web that there’s one place, that all of us can go where we can all meet online. So there’s not a moroccan web and a saudi web. Yeah, and and and and and a senegalese web. And because of that, we can do so much more together. And so one of the great things that i can has contributed, i think is, is that it’s managed to keep the international community together, given them a voice so that all of these different groups, like the user groups, like the commercial groups like the government groups, can advise the board in such a way that we can keep the web together so that we can really leverage it to the maximum impact. So you’re you know, now you now you you have, ah user base that maybe mostly in north america say, but there’s no reason why this couldn’t expand out into different languages and all over the world non-profit radio. Yeah, and that’s, partly because of the web being unitary. Unitary that’s one of the goals i think of i can is to keep it that way to try and get the most out of our way out of our ability to in-kind. But that also means satisfying the needs of people around the world. So you are now starting to see domain names that are in cyrillic that are in chinese script. There are in arabic or hebrew or hindi and so they’re not in latin characters. Now you may not be able to read them. You may not be able to use them, but the people in china or saudi arabia that are using them, i don’t care if you do or not, because they’re targeting their own language audience. Okay? And of course, i could always get to the number that’s behind those, right? So if i don’t know, i don’t know how i would do that. But i could. Well, your key bird could do arabic. Then you could type in arabic driving up there when you get it right. But short of that, there is a number behind everything. All those irrespective of the language that the address is in, right? Okay. In fact, you may have the arabic in the english pointing to the same number that conserve you in both languages. I don’t have the arabic and the english pointing to the same number. Oh, sure. Okay. Yeah. Still a unique number. That’s. Right, number’s gotta be unique. Okay. All right. Now, let’s. Let’s. Bring glenn into the conversation because he’s, the one who brought this topic to me yesterday. And there is something very exciting happening for non-profits there’s a new top level domain like a dot com dot or ge glenn, why don’t you get real close tonight? Yes on dh tell us, what’s going on? Yeah, so actually the expert on this that is actually part of the p i r implementation of dot ngos is avenged and you’ve crossed it well, but i felt back you haven’t contributed yet and you brought this very interesting topic to me because actually the nancy spoke at the podium yesterday and and we’re at the inten conference and actually addressed the twenty, two hundred delegates saying, hey, we have this new ngo as not-for-profits you should be involved and i thought it was important. That’s why we did a birds of a feather yesterday that’s why were going around with our brochures on naralo informing the not-for-profits sector hey, the internet, internet governance, all the issues that are pertinent important to you actually there’s organisations particularly naralo that can assist you in this. Israel says we’re here particularly to promote not-for-profits to join as a lexus with i can okay, andrew will turn to you because you are helping with the launch. Of a new ngo, top level domain, and in fact, i was just because you mentioned it the other day. I was three weeks ago in morocco doing really doing, doing radio in morocco, actually, as part of it, right and all that brought you here. So that means you’re tony dot mm, exactly, right? So i mean, i just thinkit’s the world coming together and so perfect, right? So the idea behind a cz you know that and that’s, we’ve discussed that the internet has these amazing possibilities right for an especially corporate for non-profits if you think about it all around the world, non-profits many non-profits find themselves confronted by the same challenges they find themselves in need of partners. They find themselves in need of visibility. They find themselves in need of additional resource is and things like that. And thie as the internet. Azaz evan was describing there’s a tremendous interest in in in expansion of the internet so that so that more people can get on board can more people could take it, take use of it. There were historically twenty, some or first there were thirteen and they were twenty some different, but they called generics and those generics working like calm and like net on, like organ and the people public interest registry that brought as and have been managing dot or ge looked at this expansion of the internet that was proposed a few years ago and said, hey, there’s, a real opportunity or, like, calm like that is an open space, okay, you do not need to be a non-profit to have a dot orgel, though most many, many orders are very interesting, right? Most are, but you don’t have to be don’t have dahna same way that you don’t have to be a company to be a dot com, you don’t have to be a network to be a dot net, but that was the original taxonomy of it, right? So they said, hey, this may make real good sense if we’re expanding the internet out this make make real good sense for us to get to have a specific, targeted, safe space for ngos to congregate on the web, right? We’ll give them additional tools that will allow them to meet up that will allow them to do things and for people to find them right and have a high level of this’s the’s are in fact real ngos, and that stems out of for a whole host of reasons i mean one is the desire for ngos toe work together much more closely, which there, which is a huge issue around the world. Second one is there’s much, much more cross pollination and much, much more cross work between ngos from the global north and the global south. Donors are asking for it. The ngos themselves are asking for it. And yet, if you’re if you’re an ngo doing really great work on hiv aids in mali, it may be very difficult to get visible outside of bamako, right? And if you’re doing it from, you know, a secondary or tertiary city, its most impossible to do it. How will this new top level domain so the so the idea behind it is the way we create a a safe space, you get a dot ngo, a dot org and access to a portal and actually the ability to put up a little basic portal. Paige, if you’re if you like so that you could be found, you could be searched and found easily so that you can be you confined partners. You can share data with them and you can import your own donate button. You know you’re on your own. You’re on your own don’t donate app when every whatever you would use i would like to use so that you could receive funds directly when i was in morocco is a perfect example, right i was in was in three cities in four and a half days was in robot casablanca in marrakech. We had a long conversation with the people in marrakesh and he said, how many tourists come to america shevawn year and it’s hundreds of thousands. Right. So you think to yourself wow, we met with remember the incredible woman she’s, a pharmacist who set up a she set up an ngo to help deal with street children who were abandoned, children who were abandoned, the street, the babies or abandon in the street. And she said, you know, i said, well, how many? How many of these tourists that come know that you exist? You can afford to fly all the way to america’s ah, fifty, dollar contribution is a nothing, right it’s a dinner and yet no one could find her and she couldn’t find them. This is the kind of thing that will allow her to connect in with other ngos doing similar kind ofwork and conceivably with tourists with hotels with other people who are of, you know, who would love to give her money and love to support her work, and would never know that she existed. Okay, but tony there’s one there’s one important thing about this is that what andrew’s talking about? What dahna ngo is doing is more than we’re just going to sell you what don’t mean? Yeah now immortal it’s a community where is the other ones that are doing like dot dogs? Or died? N y c or a lot of these other let’s? Not let’s not know what what i’m saying from its not put dahna twice in the same category dot dogs, it shouldn’t even be in the same sentence. You’re from new york? Yes, and i’m wishing out there right now or dot bicycle or whatever the point is with most of these you by name, you get a name it’s like dot com that’s it and you’re on your own, right? This is not what this is. Deeper than that exactly. The goal. The goal is to create a real community and are carried a real international community with a lot of input. I mean, this is not a it’s p i r is helping to do the back end announcing the i r is right. The public interest registered the people who are doing the people who are running dot, dot launching dot ngo is the public interest register people who do dahna arkwright. Okay, they their goal, you know, there’s a there’s, a great sensitivity and it’s a valid sensitivity in the ngo communities and says who died and left you in charge? Right? And they’re very humble. And one of the things that we like about this approach is they’re very humble about it. They recognised that this has got to be a community organiser, you know, it’s got it’s got it’s got to be computer he organized pr can help the dot ngo people can help with the back end. But in the end there’s going to be it’s about and for the ngo community itself, okay with ngo governance and is part of it, yeah! You’re listening to the talking alternative network. Oppcoll have you ever considered consulting a road map when you feel you need help getting to your destination when the normal path seems block a little? 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If you have big dreams in a small budget tune into tony martignetti non-profit radio, i d’oh. I’m adam braun, founder of pencils of promise. Oppcoll all right, all right. So, what way? Need some takeaways? We still have a good amount of time. We play time’s. Not that we’re not wrapping up yet. But what are some takeaways now for non-profits that have ninety nine percent there? There dot org’s people were talking to we’re listening. What? What should they? How did they take advantage of doubt, ngo, what do they what do they do? The first go to my office on monday. What do i do? Tow. Explore this more and see if i can. It makes sense for me. The first thing is to put an expression of interest and why. And what you do is you guys are laden with your acronyms. Oh, my god! Any? Oh, i an expression of introduction of interest on. And what that does is that puts you down. Puts you down is having expressed interest. There are a number of people who, for obvious reasons, have i have names that might overlap, especially if you go by your acronyms. So, it’s, good to get your name down as early as possible. It gets you on the list. It gets you gets you information. About what? When? Things are going to roll out because it’s still, you know, with anything technical, where do you go? Where do you do where you do the eoe eye? Who do i send the notice? You goto the one that i remember is g o t l d dot org’s. But there are others, and i’ll get you that in from okay, raymond. All right. So ngo t l d dahna latto or but if you could also go to the p i r dot ord website as well, p i r dot org’s also. Right. So, you know, i’m good listeners to be ableto take some actionable steps. Well, it hasn’t your well it hasn’t launched. It is a matter of getting getting on a waiting list. Effective bourelly at theo, i stage its course hasn’t launched, right? Yo, i but so what? You know so but the ideas it’s first come first served if you want to name that some other non-profit also wants to use the same name. So that kind of religion is that we don’t makes a lot of sense to get your eoe eoe eye your expression of interest in, you know, even if you may not have end up doing it. That’s what right? But claimed absolute claims in their advantage in claiming a space, of course, and then you get the choice later to actually use it or or let it let it let someone else that’s, right? It’s, not it’s, not a guarantee that you’ll get it, but and remember that space is only open to real ngos, right? So? So if a company cames in, if abc company wanted to come in, they wouldn’t qualify, so they won’t. They you know, they wouldn’t get a dot nt right, or an individual or on anything, even if i was doing that, even if you were an artist and even if you’re doing work for the public good, but still, you’re still not gonna qualify for dahna ngos, correct, okay, zsystems sorry, what andrew’s getting out it’s, a vetting system. This is a real improvement over the previous system, okay, we’re improving. Dahna what’s, the what’s, the what’s. The next step then after the expression of interest what’s gonna happen. So where we are, we in the hole i can process just generally is is that is that as as these new names have been approved right, then they have to get they have to go through their technical checkups and this kind of stuff. And then eventually they get what they put into the root. Right. Then they become available. And so what? What will happen is over the course of the rest of the year, all of this stuff will be rolled out. There are new ones being rolled out every every few weeks. If i remember correctly that’s, right? And the one the ones for for dot ngo are going to be available late in the year. It looks like and when they’re available, everybody who’s on the list will get advance warning of everything that’s happening. Your people to follow it on on our on the web sites and things like that and then when and then and then when it when it when it, when it happens when it comes live for sale and seven says it’s ah it’s a first come, first serve kind of thing there are, as you can imagine, a number of ngos that have the same name in different places around the world, of course. So if that’s one of the reasons why we’re encouraging people, especially people who are, you know, bigger networks that want to get in early, get torrio in now, as time goes on, they will be doing a whole host of launch events around this to try to sensitize people around the world and an important thing about this is it’s not just to do it for your own side, but share it with your network. This is a one of the great things about the dot ngo the community is that it will have a real network effect. The mohr ngos around the world that get into this community, the more people will be able to know, the more it’ll be easy for foundations and donors and individuals to say, i’m going to go there, i’m going to look for good, good people. I’m going to contribute. You may have heard of the of the work that people like eva are doing when you have a small micro lenders, you know, an individual can go on, give twenty five dollars to a to attu an entrepreneur in uganda imagine that on a huge scale for ngos around the world. And you got the idea that what what have done ngok very important to recognize that this is much deeper than just a top level domain, absolutely community it really worldwide commune and hopefully a real game changing technology for the ngo sector. There’s going to be hundreds of these? I mean, a lot of them are just going to go to you and say, well, if you couldn’t get what you wanted and dot com come to us, this is something much bigger than that. Okay, what else we got a couple minutes that was it sounds like a great wrap up, but i still want to spend a couple more minutes can tell you about what we’ve been doing around the world because i think it’s pretty interesting stuff. Uh, okay, keep it keep it relevant to our to our audio. Absolutely, absolutely it’s it’s just to give you a sense of what this is like, we’ve been actually talking with with ngo audiences around. The world i think we’ve done them in, i don’t know, maybe twenty different countries, at least, you know, morocco, senegal, cameroon, all over south america, india, singapore, dahna comes in different places. What’s so exciting about it is is that the feed back to the community has been that this is this is this is a really this is really good gig that they’re sure that they’re having a hard time, you know, they’re having a hard time getting the visibility and coming together because there’s not a common space. And so one of the things that we’ve we’ve made a big effort to do is to try to design all of the criteria for joining what it means to be an ngo real big challenge. What does it mean to be an ad to find across the world? So to be fair to everyone, you got it? And so what we’ve made a big effort to do is to get impact input from the different communities around the world to say, well, you know, you know, you you know, the west african community better than us give us advice on what would constitute an ngo and so that’s been great learning experience and and we’re continuing to we built this really great network of advisers and people who can give us input on, you know, does this work and and i’m guessing that this will be an ongoing process where, you know, as time goes on, well, will continue to refine and make this more and more and more appropriate to the local conditions as well as just a broad, broad international conditions i’m feeling i’m feeling very glad that non-profit radio is part of helping spread the word we’ll get, we’ll get nine thousand organizations. Well, tony it’s going to be very, very important, teo know about this kind of thing because you’re going to have this rollout of all these top level domains within the work i’m doing within at large, and i can’t there’s a really trust issue here that some of the domains, they’re just going to be a free for all, and anyone could be in there and there’s, no vetting their religion and so it’s important to know that there’s going to be some of them that are in this that are sort of a cut above from the rest. Okay, glenn yeah, i’d like to. And two that is that i suggest connecting with i can the main staff, the vp, chris mondini would be a perfect person to be a host guest issue. Okay, we’ll talk about it. We’ll talk about that after. Can people get information at n g o t l d dot org’s their information they can and there’s a booth. The dot ngo. People have a booth right as you walk into this room. Well, but what are nine thousand aren’t here? So you get you a lot and there and i think there’s another one global tl d no global ngo dot dot or guy think also is it global ngo dot or believe that that’s, right? But but goth definitely okay, of course, that stands for non governmental organization. Top level domain you gotta learn about all right, glenn mcknight. I’m sorry. Yeah. Koegler mcknight, secretariat, secretariat of naralo you spoke the least, but i want to thank you very much for bringing this up, but i’m glad i’m glad i met you yesterday. And then you brought in andrew mac. Principle of am g global. Ok, am amglobal amglobal consulting is makes sense. On day, of course, he’s also hoping with the launch of the dahna ngo new top level domain on glen, also brought in evan leibovich, global vice chair of the at large advisory of what am i messing up, vice chair global vice chair of the large advisory committee of of i can, which we all now understand is the internet corporation of assigned names and numbers i want thank you very much for revealing this this part of the back end of our magnificent internet and then also explaining the new top level domains. Gentlemen, thank you so, so much. Thank you so much. Pleasure, really joy. I learned a lot. I’ve never i’ve never heard this done in thirty minutes before. Okay, well, either we didn’t recover it superficially or we did a good job and kept a concise tony martignetti non-profit radio coverage of and t c the non-profit technology conference two thousand fourteen. Thanks so much for being with us, i think those gentlemen very much glenn and andrew and evan and everybody at ntcdinosaur who made me feel so welcome while i was there for two days getting terrific interviews and there’ll be many more. Of those interviews to come in the weeks and months ahead next week, adam weinger on your matching gift program, and cindy gibson, our new contributor on grants, fund-raising she’ll be with me once a month. Our creative producer is claire meyerhoff. Sam lever, which is our line producer, shows social media is by julia campbell of jake campbell. Social marketing and the remote producer of tony martignetti non-profit radio is john federico of the new rules. This music you hear it’s by scott stein. Be with me next week for non-profit radio. Big non-profit ideas for the other ninety five percent. Go out and be great. Co-branding think dick tooting. Good ending. You’re listening to the talking alternate network, waiting to get you thinking. E-giving cubine. Are you stuck in your business or career trying to take your business to the next level, and it keeps hitting a wall? This is sam liebowitz, the conscious consultant. I will help you get to the root cause of your abundance issues and help move you forward in your life. Call me now and let’s. Create the future you dream of. Two, one, two, seven, two, one, eight, one, eight, three, that’s to one to seven to one, eight one eight three. The conscious consultant helping conscious people. Be better business people. Hi, i’m ostomel role, and i’m sloan wainwright, where the host of the new thursday morning show the music power hour. Eleven a m. We’re gonna have fun. Shine the light on all aspects of music and its limitless healing possibilities. We’re going invite artists to share their songs and play live will be listening and talking about great music from yesterday to today, so you’re invited to share in our musical conversation. Your ears will be delighted with the sound of music and our voices. Join austin and sloan live thursdays at eleven a. M on talking alternative dot com. Have you ever considered consulting a road map when you feel you need help getting to your destination when the normal path seems blocked? A little help can come in handy when choosing an alternate route. Your natal chart is a map of your potentials. It addresses relationships, finance, business, health and, above all, creativity. Current planetary cycles can either support or challenge your objectives. I’m montgomery taylor. If you would like to explore the help of a private astrological reading, please contact me at monte at monty taylor dot. Com let’s monte m o nt y at monty taylor dot com duitz. No. Come, join us for planet hearts. Eighth annual world peace birthday celebrations on thursday, april twenty four, from five p, m sharp to ten thirty p, m. There will be panels on world peace and mother earth, with live performances, food and exhibitors. That’s, thursday, april twenty four from five, pam sharp to ten thirty p, m that’s a good chelsea center to thirty west twenty ninth street, door’s. Open four pm. For tickets and information, go to planet heart dot, or or call to. One two two two two five four, three, two, that’s. A two, one, two, two, two, two, five, four three, two you there. Talking.

Nonprofit Radio for March 14, 2014: Successful Software Selection Strategy & Storify and Quora

Big Nonprofit Ideas for the Other 95%

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My Guests:

Don Fornes: Successful Software Selection Strategy

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Don Fornes

Don Fornes, CEO of Software Advice, leads us through the software selection process for nonprofits. 

 

 

 

 

Amy Sample Ward: Storify and Quora

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Amy Sample Ward

Our social media contributor, Amy Sample Ward, is CEO of Nonprofit Technology Network (NTEN). We’ll talk about the value of Storify and Quora, two lesser-known social networks, for your nonprofit. 

This is an archive show from June 14, 2013, while I’m at the Nonprofit Technology Conference (NTC) getting great interviews.

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Hello and welcome to tony martignetti non-profit radio. Big non-profit ideas for the other ninety five percent. I am not your aptly named host. I’m sam liebowitz, the show’s producer. Tony is at the non-profit technology conference in washington, d c interviewing lots of smart, amazing guests. This week show is from the non-profit radio archive. It originally aired on june fourteenth of twenty thirteen old music, but terrific guests, and here you go. Hello and welcome to tony martignetti non-profit radio big non-profit ideas for the other ninety five percent. I’m your aptly named host. Oh, i hope you were with me last week. I’d stuff. I’d suffer stick a myth eah, if i heard that you had missed maria’s faa cues maria simple, the prospect finder and our monthly prospect research contributor there’s a lot of speaking and training, we talked about what she’s frequently asked, and artists sally west and keith, right? We’re with me from australia tell us about the love is campaign this week successful software selection strategy don fornes, ceo of software advice, leads us through the software selection process for non-profits how do you know when yours isn’t working quite right? Also, storify and cora, our social media contributor amy sample ward i got a promotion at the non-profit technology network and ten after that, we’ll talk about the value of storify and cora to lesser known social networks for your non-profit between the guests on tony’s take to my block this week is a charity did what charities do? Beth israel medical centers fund-raising became public in the new york times. Is there anything they should? Be ashamed of my great pleasure now to welcome don forged to the show, he started software advice in two thousand five. After ten year career in the software industry, he held positions at an investment firm and as a corporate development executive at a pioneering c r m software company. He likes to observe the evolution of software markets, including the impact of innovation. Don fornes, pleasure to welcome you to the show. Thanks, tony, glad to be here. Thank you, don. What are some symptoms that, eh, small and midsize non-profits current system, whether it’s software based or however it’s based aren’t, isn’t working very well. And a lot of the non profit organizations that we speak to our on the smaller end of the scale, and they’re managing things through excel spreadsheets, maybe they have ah, ah website that was coded by, you know, employer volunteers with few they’re using microsoft outlook and trying to find emails and information in there. There isn’t a professional infrastructure for managing their operations, and that can lead to what errors in in data, what other kinds of problems certainly errors on data but difficulty finding the information that they need inability to could manage an effective workflow and no what’s going on and making sure things are getting done, having insight into you know who are their, what, not just who is donating, but what what segment of constituent is donating and being able to discover things about their their organization if you’re using excel spreadsheets than there might be different versions of that floating around your office? Yeah, that’s, that’s one of the big issues with spreadsheets now excel is an outstanding tool and that’s why so many organizations use it but you do have that version control issue, and you have just a lot of opportunity. For errors in your formulas and things like that. So you get to a certain scale when spreadsheets won’t cut it anymore. Also in pulling out like donorsearch formacion you alluded to this, you know, you want to be ableto to segment, right? So that you can target people with a specific a specific approach. Sure, you’ve got you’ve got constituents who are big donors, small donors, everything in between, you’ve got constituents or e-giving for different reasons. So you really do it want to develop a marketing strategy that that identifies your various segments, and and you want to work with them in a each each segment in a unique way that appeals to you to their motivations and just expect forces, right? Thank you, and just extracting data. I mean, you should be ableto query your your database system in lots of different with lots of different variables. Yeah, there’s so many exciting things going on in terms of analytics these days that the ability to not just automate the transactions, that is, you know, that the donations or tracking contact information or interactions, but then to be able to go back and do discovery on that information. Or quickly generated report. Um, that type of analysis is so valuable and it’s getting easier. But it’s. Not as easy if you don’t have a good infrastructure in place, capturing that data in the first place. Yeah, you can’t really be. You can’t be very sophisticated. What is the different types of software that might be out there that we’re gonna be talking about helping people select? Well, you know what? The court, the nonprofit organization needs to account financially differently than a for-profit organization. So now there is funding counting, which is a critical infrastructure, but then in terms of really growing out business, getting beyond the administration, too, more strategic, how you’re going to raise money and activate your constituents, you’ve got a range of different applications, and so you’ve got donorsearch which will help you track who are your best donors or who could be your best donorsearch or maybe a more high volume campaign of how do you get a lot of small donations from a very broad set of targets? And then if it’s a membership based organization, you’ve got member management? I’m not saying that you’re providing some kind of value to that membership, trying to track who they are and who’s paid their dues and what you can do for them and what their interests are. You have case management where you have tell your client based organization where you have clients, that you’re taking care of her, helping, um, you’ve got volunteermatch management where you’re you’ve got a large force of volunteers and you want to keep them organized. Get the most out of that enthusiasm. Um, those are those are four examples of very pacific applications. And of course, the structure of the nonprofit organization will determine what they need. In that case, there are larger, broader, more sophisticated systems that integrate these capabilities. But whether or not you go to that level of technology investment, that’s, that’s a really important question an organization needs to ask itself. What about event planning? Sure, event planning is another application i didn’t name, but if you do a lot of events, you need to track registration, you need to track payments for those events and and all the tasks that come along with putting on a great event. So that’s another application that could be part of ah abroad integrated sweet or could be purchased on a standalone basis on dh. Then, of course, for non-profits that get a lot of their revenue, or even maybe just some of their revenue from from grants. There’s always grant administration and management too. There is on both sides of that relationship for the foundation organization that might be giving that grant as well as the non-profit that’s receiving that grant. So there’s there’s software to automate that as well. I think it’s, you know, moving to another topic, which is, you know what you actually need. Three organization needs, too, sit down and think about what are our real pain points, why’re, we where are we falling short, so not just not just thinking in terms of, gee, that technology is very shiny and cool, i’d love to use that, but where are we experiencing the most pain right now? Is keeping track of who are donors are who might be a donor? Or is it really organizing our volunteers to get the most out of them? Napor, you know, is that we have a difficult time organizing and managing the current process. If you have an outstanding grantwriting er, and you’re only applying for a few grantspace year, maybe you don’t need to automate that. And as we’re on we, i know you have five different tips that we’re going to talk through. But and your got into one of them. Thank you. As you’re identifying what your real problem is, is it? Is it possible to? I think it is, but i want to make sure to get a software solution that’s going to solve that problem, but then also have add on sort of modules that would do other things as the organization’s needs change. Sure, so there’s, there are a range of solutions, starting from what we referred to his best of breed. So let’s, say, an application that just does donorsearch. Monisha and they do that very well, and they have a lot of features for doner management. They go deep into that functionality, and then they’re on the other end of the scale are integrated systems that do donorsearch management, member management, case, management, event management, the whole range of applications. We call that an integrated suite, and, you know, in theory, maybe there are broader than they are deep, although in some cases they’re both broad and deep. So you you have to figure out where you want to fall on that scale. Obviously, the the best of breed solution can target a specific pain point you’re having it can typically be implemented mohr quickly you have fewer people using it, fewer people involved in the implementation and you just go in, you tackle that problem with that specific, best to breed solution. When you’re talking about integrated system, you’re getting the whole organization mobilized. Teo moved to this new system you’re thinking about how do your various departments work together? The folks that are working with donors, the folks that are working the volunteers, folks, they’re working with clients and they’re all moving to this new system. It can be somewhat of a big bang approach and requires a lot more change management, and there may be benefits down the road to have him everyone working off one seamless infrastructure sharing data and processes. But getting there is a big investment and the big challenge for the organization. We have to take a break for a couple minutes done, and when we come back, we’ll keep talking a little about the what we’re on now, there’s different. The implementation and also your tips for identifying what the what the right solution should be. So i hope everybody stays with us. They didn’t think dick tooting getting dink, dink, dink, dink. You’re listening to the talking, alternate network waiting to get in. Nothing. Cubine do you need a business plan that can guide your company’s growth seven and seven will help bring the changes you need. Wear small business consultants and we pay attention to the details. You may miss our culture and consultant services a guaranteed to lead toe, right groat for your business, call us at nine one seven eight three three four eight six zero foreign, no obligation free consultation. Check out our website of ww dot covenant seven dot com. Are you stuck in your business or career trying to take your business to the next level and it keeps hitting a wall? This is sam liebowitz, the conscious consultant. I will help you get to the root cause of your abundance issues and help move you forward in your life. Call me now and let’s create the future you dream of. Two, one, two, seven, two, one, eight, one, eight, three that’s to one to seven to one eight one eight three the conscious consultant helping countries. People be better business people. Dahna you’re listening to the talking alternative network. Welcome back to big non-profit ideas for the other ninety five percent talking to don fornes he’s, ceo of software advice, which you’ll find at software advice. Dot com done so i’m talking about this implementation. It is possible than tio by these things in modules. Just just what you need immediately. And then there are systems where you can add additional modules. Is that true? I would say that that can’t be true. The modularity of a system really depends on how it was architected buy the software company. So there are some companies that do a very good job of designing their software into modules that can be turned on or off. So that you could say, deploy four of ten modules and then turn more on as ugo. But you can’t take for granted that every system is going to be architected in such a way that makes that easy. Some learn some art and that’s something really begin to is you evaluate the software. Okay. All right. So let’s, let’s, get into your five tips. You you really started with one. You introduced one the type of problem that you’re trying to solve. And your advice. There really sounds like is to start with the problem, not the cool technology. Yeah, i like to say, don’t be romanced by the technology, especially now that we’re into this cloud era and there’s a lot of advances being made and user interface, and than how it looks and feels. This software is just really attractive and great stuff. But make sure you’ve got a need for it. Don’t just go buying technology because it looks full, or because one one person in the organization, maybe tech savvy. There may be an early adopter, but then the rest of the team are, you know, luddite, and we’ll find in the same way that person did. You can. You can get yourself in some trouble where you’ve invested in great technology, but you’re not using it. And i think related to that is that you want to get what’s practical for your office. Sure. So there are there are systems that are fairly lightweight and do just the basics. And sometimes that’s all you need sometimes you don’t need toe over altum e and other times you have a larger, more sophisticated organization. Or one particular department is fairly sophisticated. And you really want some advanced technologies. He’s got to think about what is what is right for your organization and your your department. How do you avoid being romanced? Are seduced by the bells and whistles. That really cool? Um oh, this one. You know, this one does that to we could we could use that to and o it has this other thing. We could use that also. How do you keep your feet on the ground? I think it starts with staying. Ok. We’re talking about a technology purchase here, but let’s, put technology aside for a while. Let’s. Sit down and say, what are our biggest challenges? Where are we? Least efficient. Where do we spend the most amount of time creating the least amount of value? Is it that we have? Everyone has their own set of contacts, you know, maybe each pitch person who’s working with donors. Has their own list of of contacts it’s not shared. And someone leaves in those contacts. Go with, um for example. Okay, now you want to look for some kind of a donor management system that will unify all those contacts to be shared, even if they are assigned to different individuals. So you you want to think about where your biggest pain points are and prioritize what problems you want to solve in what order i like to say start small, think big, grow quickly. So, you know, start small, okay, what? What problems are we going to try himself keeping it in the context of thinking big? Eventually we want to solve almost all of these problems and then moved from there you have success. So i think, really just having a business discussion about the processes and workflows and what’s working and what’s not, and then once you say, ok, this is what we’re going to stall them. This is how we’re going to solve it. Then you go out and you start evaluating the technology and you stay in control of that sales process rather than letting a sales person from the software company show off. The bells and whistles that make them most attractive, you know, you say that’s, great that’s, interesting will take that into consideration, but you always come backto. What are the core problems you’re trying to solve? And how does that technology solve those problems? You talked about funda counting software earlier. What air cem? Some basics around around fundacao n’t ing. And what sort of problems might an organization have if if they’re not doing their accounting efficiently? Sure, i think with with the counting it’s it’s important to get the right infrastructure and processes and controls in place, i said, you need to be automating a process that is it’s. That accounting process is mission critical and has to have very strict controls. You don’t want to ever get into a situation where funds are being misappropriated are or you’re not sure how much cash flow you have going through the organization, so that is an area where you’ve got to get the right system in place. And yet, at the same time, it can be very constraining, because in the counting system has to be rigid and enforce controls. You need to make sure that this software that you’re buying handles the process is the way you want to handle them, or that you are willing to adapt to how that software handles those processes. S so we may have to adapt to what the software requires us to do. Yeah, so some software is more flexible than others in accounting, often it’s a little more rigid compared to, say, a constituent relationship management system. Because, you know, we do have, you know, accounting principles that are standardized that we have two follow-up so you may have to you have to do things the way that software is built to do it. I see in ah, a lot of small shops, it seems like very routine things, like maybe checks being received or accounts payable, being being received, or, ah, you’re sorry, a paid, um, always seem to seem, even though their routine, they seem like each time it’s the first time it’s ever been done. I hope that’s, not the case, for, for all organised games, i think some are more efficient than others. I think it comes down to you know, what is the attitude around payables receivables? And how quickly are you going to do it and who’s doing it? So i think that getting the right software in places key there, there are so many great technologies right now, such as a ch pain with subaru ing of payables receivables in our own organization, we’re doing more and more a ch, which is essentially a wire transfer, but no more scent paper checks, but actually sending the money elektronik, lee and the more modern systems are built to be able to do those kind of transactions. And i’m glad of that. I’m glad you explained what a ch is. Because on this show, i have jargon jail. But you kept yourself out. You kept yourself out of george in jail by quickly saying, basically a ch iso wire transfer. I think it stands for automated clearing house. Do you know? Is that right? That sounds good. Okay, so we’ll take that. Okay? Yeah. Yeah. And i just meant that, uh, all right. Guess i was going back to symptomology a little bit. You know, when i said routine things seemed to get treated as if there is the first time every time, even though it’s it’s done, you know, it doesn’t times a month or something, it always seems. To be a difficult task. So andi. Sorry, go ahead, you’ve got organizations for maybe you have a volunteer bookkeeper, who’s coming in once a week or twice a month or something, and maybe they’re using an application that isn’t designed for fund accounting on dh. Maybe that ridiculous person is, ah fine bookkeeper, but not very tech savvy and so that’s, where you can get into those situations where things were just very slow moving and and no one can really tell whether the check has been cut or not, or received or not. And i think that is symptomatic of the level of sophistication of the organization or they thought, function in the organization. Let’s, go back to your to your tips for, for finding navigating your way through the right software. What, what what’s next on that you recommend. Well, we’ve talked about not being romanced by the technology we’ve talked about some of the different applications, and identifying the problem first and then matching the technology is the solution. I think another interesting thing is its funding technology it’s an interesting area, because there are plenty of people out there who who love technology, who loved sponsoring technology but who love rolling up their sleeves. Of course, there are plenty who don’t, but organizations can identify those constituents who can be very useful as a technology resource. So in technology, there are plenty of people who been very successful financially, so you may find donors who have a background in technology who get excited about funding some kind of technology, purchase and implementation, and at the same time, they can roll up their sleeves and help with advising on selecting that technology, implementing that technology. Then there are folks who fit that description that maybe don’t have the financial resources to contribute, but could contribute their time and skills. So technology is is an area where well, let’s, let’s, go back to that bookkeeper, you know there may be bookkeepers who could volunteer toa do your accounting, but that probably isn’t the same level of passion relative to technology, where the people that are very passionate about what technology can accomplish and would really be motivated to come in and help you, either financially or by rolling up their sleeves. So i think you can be really creative as you think about technology. Maybe not. Just another thing that comes out of the operating budget. But could you do a special campaign around raising money to fund a technology project or forgetting time donated by folks that are tech savvy? Okay, excellent. Yeah. And and as you touch on this, another, another issue and that’s important. And a tip that you have is around the implementation and the training. Sure, so this is along the same theme i’ve been hitting on throughout this conversation, which is they’re really needs to be a process behind the technology, whether that process is something, you see the automaton with the technology or process you switch to because that’s the process that technology automates by default, and so the people that are gonna adopt this technology and use it, you are really critical to its success and can also lead to its failure. So if you by technology and you don’t use it, we refer to that in the industry as shelf where go that as we do surveys of technology users and buyers almost every time what floats to the top is one of the biggest challenges is adoption. How do you get everyone to start using it? If you have, um, your development folks using a donor management system, but they don’t like filling out all the field, you know, maybe they need the email on the phone number, but just don’t want to take the time to put in that physical address. Ah, that may serve their needs, fine, but it’s not going to help the marketing group when they want to do that next direct mail campaign, right? Right. You can get a lot of dirty data and there you need to get those folks bought in early to get the right data and the system and clean data in the system. If they’ve always been more of a relationship person, they don’t want to use technology, maybe they do their work over in lunches or an event you can have this whole system you’ve invested in, people are using it. So i’m i make a suggestion that may seem counterintuitive, which is get those people involved in leading the technology selection and implementation effort. Maybe they’re not the lead on the project, but they’re involved from the start so that they have a sense of ownership and buy-in and really get exposure to what the technology can do from the start. Well, they were probably gonna put one of your more tech savvy people in charge of the project. But you need to get those. Those late adopters are nanites into the process early so that they really you have an epiphany then come to believe in technology. We also need the leadership. It’s it’s gotta be it’s. Gotta be used properly at the senior levels. And it’s got to be encouraged and sort of enforced from the senior levels. Yes, and that would be a challenge if you’re senior management are the late adopters. Yeah, okay, not needed a champion at the most senior levels of the organization. You can say, hey, this is something we’re going to do. The time has come and everybody’s going to get on board, and we’re going to get the right amount of funding. We’re not goingto, you know, we’re not going to be too cheap about this. We’re going to get the right stuff in place, and we’re going to make the changes in how we do things around here, so that we’re really using this software and and automating are our process is the right way. Don’t we have just about a minute left, or so i want to ask you, what is it that you love about the work that you’re doing? You know, i it’s, uh, a little bit nerdy, but i love efficiency. I love getting doing things better and faster and in my own organization, it’s reflected by developing our own technology way rarely even by third party technology. We have a team of developers who build everything from scratch to do exactly what we wanted. It’s led to great efficiency and i think, whether your advanced enough to build your own or whether you’re buying software off the shelf there’s a great sense of momentum and pride that comes from getting better at what you do in getting more efficient and that’s what i love. Don fornes, ceo of software advice. You’ll find them at software advice. Dot com don thank you so much for sharing your expertise. Thanks for having me telling you it’s been my pleasure right now. We go away for a couple of minutes when we returned tony’s take two and then amy sample ward is with me talking about storify and cora. Stay with us talking alternative radio twenty four hours a day. Hi, i’m ostomel role, and i’m sloan wainwright, where the host of the new thursday morning show the music power hour. Eleven a m we’re gonna have fun. Shine the light on all aspects of music and its limitless healing possibilities. We’re gonna invite artists to share their songs and play live will be listening and talking about great music from yesterday to today, so you’re invited to share in our musical cumber er station. Your ears will be delighted with the sound of music and our voices. Join austin and sloan live thursdays at eleven a. M on talking alternative dot com. I’m the aptly named host of tony martignetti non-profit radio. Big non-profit ideas for the other ninety five percent fund-raising board relations, social media, my guests and i cover everything that small and midsize shops struggle with. If you have big dreams and a small budget, you have a home at tony martignetti non-profit radio friday’s wanto to eastern talking alternative dot com. Do you need a business plan that can guide your company’s growth seven and seven will help bring the changes you need. Wear small business consultants, and we pay attention to the details. You may miss. Our coaching and consultant services are guaranteed to lead toe right groat. For your business, call us at nine one seven eight three, three, four, eight six. Zero foreign, no obligation. Free consultation. Check out our website of ww dot covenant seven dot com. Hey, all you crazy listeners looking to boost your business? Why not advertise on talking alternative with very reasonable rates? Interested simply email at info at talking alternative dot com. I’m chuck longfield of blackbaud, and you’re listening to tony martignetti non-profit radio big non-profit ideas for the other ninety five percent. Durney that was chuck longfield, chief researcher research scientist, actually at blackbaud from last year’s bb con conference and i will be there this year in october. Also, thes blackbaud people are very modest, it’s hard to get them to say their titles. Janna eggers, senior vice president i think of marketing in products just, said jenna eggers from blackbaud i have to get them to be a little more ah more forward about their titles and we have something to say about titles, titles that have changed very shortly. But first i can’t send live listener love this week. I’m sorry i’m not live where pre recorded this week, however konnichi wa ni hao, anya haserot you know i send live listener love also, california always checks in texas, north carolina, oregon from time to time north i said oregon, not oregon there’s no e at the end of that, i learned that, um who else checks in new york? New york has been lately so live. Listen love to all of you and everybody else. Who’s listening live. I will be back in the studio next friday. Tony, stick to my block. This week is a charity. Did what? Charities do the fund-raising at beth israel medical center here in new york city became public because of a will contest, and it’s fund-raising methods were the subject of a new york times story, which is probably something that we would all rather avoid, and i don’t think anybody wants their internal office processes splashed internationally on the new york times, but i saw very little that beth israel should be embarrassed about. I think they’re fundraisers, including their ceo, who, of course, we know should be a fundraiser. I did what they were supposed to be doing did what charities do they is the story of a woman who was living in the hospital, literally living in the hospital for twenty years. She was a resident of the hospital for twenty years, and the question is, were there was the hospital’s fund-raising tactics inappropriate? And i don’t think they were. I think they had a great prospect living among them, and they would have been, i think, careless if they hadn’t cultivated and solicited this woman for charitable gift. There were some emails and some notes to the between members are between employees that i think we’re a little carelessly unprofessionally worded, but there’s nothing unethical, certainly nothing illegal, nothing fraudulent. So i don’t really think beth israel had that much to worry about when they’re fund-raising became public in the new york times, and i say more about that on my block, the post is a charity did what charities do on my block? Is that tony martignetti dot com that is tony’s take two for friday fourteenth of june twenty fourth of the year. Oh, i’m very glad that amy sample ward is with me now. She got a promotion at the non-profit technology network and ten and her most recent co authored book is social change, anytime everywhere about online multi-channel engagement, her blog’s, amy, sample, ward, dot or ge, and on twitter she’s at amy r s ward, i guess i don’t know, i guess i’ll say it because it’s it’s easier for me to say then for amy to say congratulations on being promoted to ceo of inten. Thank you. When was your promotion? Effective? Ah, effective june first. So we are in day eleven. All right? Yes. Today’s tuesday the eleventh. Um how’s it going, it’s going really well? I mean, you know there’s there’s not a lot of time spent trying to figure out who are these people that i work with because i already got to work with them for the last over two years, so it feels like, you know, you could just jump in and we can start moving forward on all kinds of projects are already deep in the weeds of the next ntcdinosaur will be in march in d c so lots of lots of action, lots of good stuff happening and t c, of course, is the non-profit technology conference? Yep, right, followers of intend may not know that. So what, you’re jargon jail. All right? No, no mass resignations since your appointment as ceo. Uh, well, not yet. Knock on wood. I i don’t think that that’s the case. I think we’re all really excited to dive into work together. I think you know, any organization that’s gone through a transition, you you kind of let yourself feel like, well, maybe, you know, maybe we’ll go in a new direction. Maybe we won’t what’s goingto happen. And so once everything’s kind of decided, well, now we can just move forward on all those great ideas. That we’ve been having and conversations that staff have together it’s, like one day. Maybe we’ll do this. So now we can really start putting some of that into motion on. You were supposed to be in the studio with me today, but you had to be by phone because you have something going on in your apartment, right? Yes. Since we since i’m now the ceo and ten, we will be relocating back to portland, where the antenna main office is. And as such as manhattan real estate, as soon as our landlord know that we were moving out well, he wanted to start fixing it up for the new people. So some repairman is coming. Tio tio, work on the bathroom. Okay, lets you get a swelled head. As ceo. You still have to be still to be in your apartment to let the let the contractors in. Exactly all right. And do you know when you’ll be moving? Sorry. Very sorry to see you going. You won’t be live in the studio with me anymore. Or maybe you will one more time when you mean portlanders again in july. July. Okay, we’ll see whether we get you. In the studio, one more time or or not, i guess depending on when your move is in july, but very happy for your congratulations on your appointment. Listen you i appreciate it. This seems like a good time to let listeners know. Remind listeners what what? And ten is about what? What what kind of help can small and midsize non-profits get from non-profit technology network? Sure so and ten is a non-profit ourselves. So we definitely understand what everyone else is going through. And where? The membership organization for anyone looking to use technology to meet your mission. So there’s no organizational size requirement there’s no budget requirement. There’s no mission specific or caused specific focus that we have it’s really, truly for everyone that’s trying to use technology to be a little bit more effective and more efficient and meeting your mission. So we have the ntc like we mentioned before the non-profit technology conference, which is our annual conference in this coming year in d c we’re expecting over two thousand non-profit staffers, so it’ll be a big, really great conference. But then, outside of that conference, we have about a hundred webinars a year that air on all different topics tailored to all different kinds of staff in an organization because, you know, for example, if you’re thinking about online fund-raising well, there’s some pieces of that that your staff are interested in, you know what air the pieces we need to have in place? And then there are pieces of online fund-raising thatyou’re development team want to know, like, how do we make the ask successfully online? So we try and make sure that there’s something for all those different sides of everyone in organization, and we have depending on the year between five to eight research report on those air, free to download for and ten members, and then, you know, outside of all of that, really a community so there’s over eleven thousand and ten members sixty thousand, largely in the community that aren’t necessarily paid level but attend webinars or have come to the conference. So there’s the probability of sets that there’s no way that there’s someone who hasn’t gone through what you’re going through at your organization and it’s a great place to come find those piers assam questions, see how they’ve navigated that website redesign or that our processor, whatever it may be and you make the point very well that this is not on ly for technologists who understand technology, but it’s for everybody in the organization. Exactly. I mean, it’s twenty thirteen, right? We’re all using technology. It doesn’t mean that we’re all directors, but we all need to use these tools to do our job. And so it’s a place where you can go regardless of what area in the organization you work in to find resource is that help you with your job, whether you’re in communications or you’re on the program team what whatever it may be, you’ll find antenna and t e e n dot org’s cool. Thank you very much, amy. Think well, hopefully we’ll get you some new members on dh attendees at ntc and viewers of your webinars and readers of your research reports. Because i think it’s very valuable what in ten does? And it is a it’s, a it’s, a morass in a black box for a lot of people and that it need not be right. Let’s, talk about storify and cora let’s. Do it. Okay. Storify, um, what’s. Ah, i see it described as content. Curation. What is this? Yeah, but kind. I mean, if you’re going to jargon jail me for ntc jargon jail you for content curation, because that sounds wonky. Well, i asked you to. I asked you to explain it e would know that wouldn’t be the way i actually think storify is really cool tool really cool platform because it is so directly the definition of social media it’s multidirectional, its share a ball, it’s public all of those pieces that we associate with, you know what these social tools online are that is storify. So essentially you could go to storify you say i wantto i want to create a story, and i want it to be about, uh, non-profit radio looks put in the hash tag non-profit radio that’s. But you wanted to do your store storify about today after you listen to the podcast and it will pull in all the media that it finds it’ll pull in the tweets if there are photos of tony’s taking photos in the studio and posting them. If there are videos posted, whatever kind of video that it confined with that hash tag non-profit radio and what’s great is that? It doesn’t just pull it in and say, here you go, it shows you these air, all the available pieces of content, you know we found and you get to very simply you don’t need to be a technologist to do this, but you can just drag and drop them into your post. You can add your own tax, so you could say here’s a great quote from one of our live listeners and then pull that tweet over. Oh, are you know whatever those kind of like annotations would be, and then when you are finished compiling it, you can either embed the whole thing in your website or in your blog’s, or you can just share it out on twitter or facebook wherever you want to share it and have it stay on the storify website. You know where however you want to move it around and it’s? Great, because then people can go back and kind of see that recap of the conversation i think it’s used really well. Bye. Uh, newspapers new york times used storify all the time. Tio pull in. You know what they’ve seen on a breaking news story, kind of in real time things like that i see. And on all those examples that you gave by the way of non-profit radio, which is an outstanding example to use. Thank you. They all do exist way have just a minute before a break. Do you have to start your storify with a hashtag or could you just use the phrase? I guess in quotes tony martignetti non-profit radio can you start that way? Yeah, you could try it that way. It’s it’s easier with hashtags only because you know that it’s a dedicated tag that people have been using. Whereas if you were trying to just search for you know any instance that someone saying non-profit technology, for example, there was it would just be too big and nebulous. Tohave a clean, you know, conversation captured. Okay. Non-profit radio is what you meant. Yep. Non-profit technology i understand. Just flows out. No, no, no. I meant non-profit technology. If you did that generally as a phrase versus for example, the hashtag and p tech. I see. Ok, ok. But you can edit out things that are extremely us, right? Yes, for sure. Okay. All right, let’s, take a break and amy will. Return. And we’ll keep talking about storify. And also quorra. Stay with us. You’re listening to the talking alternative network. Yeah. Have you ever considered consulting a road map when you feel you need help getting to your destination when the normal path seems blocked? A little help can come in handy when choosing an alternate route. Your natal chart is a map of your potentials. It addresses relationships, finance, business, health and, above all, creativity. Current planetary cycles can either support or challenge your objectives. I’m montgomery taylor. If you would like to explore the help of a private astrological reading, please contact me at monte at monty taylor dot. Com let’s monte m o nt y at monty taylor dot com. Are you suffering from aches and pains? Has traditional medicine let you down? Are you tired of taking toxic medications, then come to the double diamond wellness center and learn how our natural methods can help you to hell? Call us now at to one to seven to one eight, one eight three that’s to one to seven to one eight one eight three or find us on the web at www dot double diamond wellness dot com. We look forward to serving you. Talking alternative radio twenty four hours a day. Hi there and welcome back, amy, this sounds like something that could be good for non-profit don’t have a social media team or director at all because you’re pulling in content that’s you’ve already created or that others have already created. Yeah, especially if you’re on organization where you’re having, um, on event or you’re having, you know, you put out new report or you launched a new program or, you know, you’ve done something that’s gotten your community talking online about what you’re doing so so it’s about something specific, it doesn’t just generally, you know, i like and ten well, that’s terrific, and i would love tweets that say i like and ten, you know, it’s, not necessarily something to capture a story, so any time you’re doing something that is a little bit more time bounder or topic lee specific it’s it’s really easy because you now you have all this content and so you, khun, just like you said, even if you don’t have a social media are big communications department, you could just go pull it all together fairly quickly, but be it also means that now all those community members that got highlighted in your store, if i get to feel like, oh my gosh, you know my my tweet about the event or the a photo that i took of, you know, the ballroom at the event got to be featured in the organization’s recap and that’s really cool for them as a member of the community who maybe hadn’t ever really felt highlighted or, you know, called out by the organization before and now they’re kind of, you know, they get to shine as part of the recap, and that makes it more likely that they will share it with their communities. Exactly. Now, storify, when you said that it gives you the chance to either in bed or share, i guess or both the people that including the people that it shares with include the people who contributed to everything that got drawn in, right? Yes, exactly. It has a lot of built and sharing features on dh you can you can tell it not to do those things, but it try it wants to encourage you to send out a tweet for example, tow any, uh, any tweet that you included in your storify to send a reply to those people saying, hey, i highlighted you in my store if i and give them a link and then they, you know, it links back to the store if i so you can have, you know, when you have your storify account in your building, these specific stories they’ll stay on the story by account, you have a you know, profile there people can just follow your storify account if they want teo, but you could also embedded on your blogged on your website, maybe you maybe you created a storify for a specific offline event that you held and, you know, lots of people tweeted and shared photos and you create a storify well, that’s really great to go back to the event page and added there so now it’s like an archive you know, event captured page and not just an old registration page, you can keep all that content there, so you’re extending the life of your content. Exactly. I get a tweet like that whenever i participate in a in a twitter chat called fundchat hashtag fundchat and at the end of the chat, i got a tweet that says you’re included in my storify for the fir fundchat today here. I think it’s a really great tool for twitter, chat because it’s, when you are participating in the chat, i think it’s fairly easy to follow along, but if you aren’t participating in that moment in the chat and you want to go back and look at the hashtag later, it just doesn’t make any sense. You know, you need that storify where the organizer can move people’s replies to fit underneath the question, you know, instead of kind of the ad hoc free flow that they may have actually come in that move them out of the time stamped order of when they were sent. But which question is this person answering and that kind of thing, right? Put them into a logical order. Yeah, yeah. Interesting, though, that they do come with the time stamp too. I like that pulls in all the all the original features of the of the piece of content. Okay, let’s, let’s. Give some time to quarrel. Qu qu o r a i won’t try to describe it since i got admonished with the store. If i so, how would you, amy sample ward if i describe quarrel for listeners? Sure. So, cora. Is essentially a q and a site, so you or others could submit a question, and then you or others could submit an answer and unlike certain other question and answer websites that you may have seen or if you have ever, like, done an internet search just for a question, and then you see all of these, like different kinds of forums and q and i websites come up where someone else’s asked that question, cora tries to keep it really limited so that there’s there’s not just like a forever stream of answers, but that there are really, you know, prominent answers to that question on which is, you know, something that kind of plays up a positive feature. So you’re not sifting through and wondering which of these answers is the real answer and it’s a place where bulls organizations and, you know, individuals of all different backgrounds have have really established some of their energy online as a thought leader, a resource to whatever kind of niche field there in so it’s not just about technology about everything under the sun and people are there, you know, some people ask a question and then answer at themselves because they want teo share information about that topic, but others see questions that others have posted and go in and provide an answer. I’ve answered a question on what’s the best way to get a taxi cab in new york city? No, so i don’t know that an expert, but i had a couple of suggestions. I see too many people standing on the curb. You’re gonna be out there, you could be in the middle district practically. We’ve gotta want that you got at least twenty five percent of the way into the street. If you’re not. If you’re not in danger of getting run over, then you’re not going. You’re not an effective cab campaign. That’s how you’re stopping the taxi is by preventing them from driving further down. All right, so we just have a minute or so left. How could non-profits use quorra? Sounds like credibility is very good. How else? What? Why else? Well, i think there are lots of ways whether you want to talk about your you know, the field in which your organization works and provide answers. Say you work in public education and you want to go, you know. Maybe someone has posted a question that says, what does a charter school mean you if you work in public education, you probably know, and you want to provide a on answer, um, i think the thing to keep in mind is that it is a very individual driven platform, and so if you have, you know, your executive director, maybe of a policy director you have, you know, whoever it may be in your organization think about having more than one person with an account and providing those answers as that credible individual that represents the organization, so that you created a little bit of space between that answer and your organization and have also said, well, of course our policy director is answering this question because it’s about public policy and we have an expert on this, you know, and that’s why we’re such a credible organization q u o r a dot com. Maybe we have to leave it there. Amy sample ward, ceo of non-profit technology network. Congratulations on that again. Thank you. She will remain our monthly social media contributor. You’ll find her at amy, sample ward, dot or ge. Always a pleasure. Safe move. I hope i get to see you before you go. Yes, thank you, bye. Amy buy-in, our creative producer, was claire meyerhoff. Janice taylor is usually the assistant producer, but she’s, not here today. Sam liebowitz is line producer. Our show’s social media is by regina walton, of organic social media and the remote producer of tony martignetti non-profit radio is john federico of the new rules. Oh, i hope you’ll be with me next week, talking alternative broadcasting at talking alternative dot com. Co-branding thing to being a good ending, you’re listening to the talking alternate network, waiting to get you thinking. Nothing. Cubine are you stuck in your business or career trying to take your business to the next level, and it keeps hitting a wall? This is sam liebowitz, the conscious consultant. I will help you get to the root cause of your abundance issues and help move you forward in your life. Call me now and let’s. Create the future you dream of. Two, one, two, seven, two, one, eight, one, eight, three, that’s to one to seven to one, eight one eight three. The conscious consultant helping huntress people be better business people. Dahna hi, i’m ostomel role, and i’m sloan. Wainwright were the hosts of the new thursday morning show, the music power hour, eleven a m we’re gonna have fun shine the light on all aspects of music and its limitless healing possibilities. We’re going invite artists to share their songs and play live will be listening and talking about great music from yesterday to today, so you’re invited to share in our musical conversation. Your ears will be delighted with the sound of music and our voices. Join austin and sloan live thursdays at eleven a. M on talking alternative dot com, you’re listening to talking alt-right network at www dot talking alternative dot com, now broadcasting twenty four hours a day. Have you ever considered consulting a road map when you feel you need help getting to your destination when the normal path seems blocked? A little help can come in handy when choosing an alternate route. Your natal chart is a map of your potentials. It addresses relationships, finance, business, health and, above all, creativity. Current planetary cycles can either support or challenge your objectives. I’m montgomery taylor. If you would like to explore the help of a private astrological reading, please contact me at monte at monty taylor dot. Com let’s monte m o nt y at monty taylor dot com. Are you suffering from aches and pains? Has traditional medicine let you down? Are you tired of taking toxic medications, then come to the double diamond wellness center and learn how our natural methods can help you to hell? Call us now at to one to seven to one eight, one eight three that’s to one to seven to one eight one eight three or find us on the web at www dot double diamond wellness dot com. We look forward to serving you. Talking. Come on.