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Nonprofit Radio for January 5, 2018: Free Software/Consulting in 2018 & Integrated Tools

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My Guests:

Peggy Duvette: Free Software/Consulting in 2018

Oracle+NetSuite offers valuable products and technical assistance to you. What’s available and how do you take advantage? Peggy Duvette, their head of Social Impact reveals it all.

 

 

Amy Sample Ward: Integrated Tools

Amy Sample Ward

Amy Sample Ward, our social media contributor & CEO of Nonprofit Technology Network (NTEN), explains the value (and challenges), of integrating many of your office functions–including social engagement–into a single platform, like Oracle+NetSuite. NTEN is in the midst of integration right now.

 

 


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Hello and welcome to tony martignetti non-profit radio big non-profit ideas for the other ninety five percent on your aptly named host happy new year. I very much hope that you enjoyed time with your family friends for yourself. You know, i i’m always preaching solitude. I hope you got some of that too happy new year, lots of good wishes and i’m glad you’re with me. I’d be forced to endure the pain of gastro mix arria if i had to stomach the idea that you missed today’s show free software and consulting in twenty eighteen oracle net sweet offers valuable products and technical assistance to you what’s available and how do you take advantage? Peggy duvette their head of social impact reveals it all and integrated tools kayman sample ward, our social media contributor and ceo of non-profit technology network, explains the value and challenges of integrating many of your office functions, including social engagement, into a single platform like oracle met sweet and ten is in the midst of integration right now on twenty steak too. You’re twenty eighteen all this month, responsive by pursuant full service fund-raising data driven and technology enabled tony dahna slash pursuant and by wagner, cpas guiding you beyond the numbers wagner, cps dot com tell us turning payment processing into your passive revenue stream. Tony dahna may slash tony tell us here is peggy duvette with free software and consulting in twenty eighteen it’s my pleasure to welcome peggy duvette. She has been a thought leader in technology, social change and women’s leadership for over five, fifteen years as the head of social impact at oracle. In that suite, she is responsible for the donation of the nets wheat products to non-profits located around the world as well as the capacity building programs. Peggy is at peggy duvette. Peggy, welcome to the show. Well, thank you, tony and i have to be here today, it’s a pleasure. And i’m anxious to talk about what? What? What? What’s being offered because this is i want to share this with our listeners because i fear that there’s not great enough awareness on de so i want to do what we can to increase the awareness of everything that’s out there. Um, just just give us a little bit of the history. It was just a year ago. There was ah, nine point three. Billion dollars purchase of net sweet by oracle what what was what was going on there? Why? Why join forces one turned forces? I think you know, our mission is very similar to our recalling a sense that we we’re interested in accelerating the social impact of non-profits all around the world on what better way to deal with hyre recall, if you will so we can complete that mission. We’ve been blessed. And now that we are part of a recall program has grown and we’re able to support non-profits globally again, regardless of the ability to pay. And how do we do that? We do that by all means we give away a dignity donations to our software program, and we also offer capacity building services and probono services all around the world. Yeah, and we’re going to we’re going to have enough time together to get into the details of that on dh how non-profits take advantage? So i i assume this this new relationship is going well. Yes, yes, it has been going very well. First year. Okay, s so you were at you right in that sweet. Sounds like yes. That’s, right? You know, i started my background as an executive director of a nonprofit oppcoll wise earth in the bay area in california, it was a small non-profit under one for five million, and i remember as a needy, a heart it wass to, you know, to look into technology. It was overwhelming when, you know, very technical on remember trying to talk to partners, vendors, you know, leaders in the field, and it was super overwhelming. So when i found out that nest with that, sam was looking for new leadership, like that’s intriguing, you know how friend it eas to, you know, have access to an amazing technology, and then our powers many non-profits to leverage that have been quite a fantastic journey, and that meant, yeah, excellent. And now the latest, of course, the the coming together with with, with oracle, i don’t want to cause a partnership, but collaboration now and and so even greater distribution possibilities and greater possibilities for non-profits so you are responding, working within the social impact. So just before we get into detail about the offerings, just what? What is the mission of social impact within oracle net suite? Sure, our mission is to accelerate. The full impact of non-profit and so fun surprises globally, we got a list of the ability to pay with their signature programs. I mean, to date, we’ve served around a thousand non-profits we’ve offered about ten thousand hours of probono, which is, you know, they couldn’t around one point, five millions of probono hours given to our social impact restrictions and let’s, eso, let’s, go into what the offerings are, i think, for people who are aware that that you know that these donations are out there. I think people think predominately of the software, the products, but but there’s offerings beyond that. Right, i think what you need about necessary call social impact it it’s not just about that techno generation. Well, i mean, that technology is important, you know, when you think of running a non-profit what we want to put more of our resources on a program area, we still need to make sure that we manager data, that we do our report right to abort the quarter and so next is and the rpc sam, it allows you to, you know, run for operations, you know, if i want to think about an example of a social impact metoo non-profit that diverting nets with right now? I mean, i could serve the legal aid to tidy of rochester so it’s a small non-profit that provides probono legal services might in the new york area, they have around fifty employees on dh how did the leverage that street? You know, they basically been able to user accounting, self tour, get the old time insights into the costs and revenue stable toe basically said time in terms of on hardware and mention it. So those kind of services never that sexy to think about, you know, all the back and operations. And how to manage that. But at the end, when you able to spend less time on your record keeping on your back and operations and you can really support the audience that you’re trying to serve. So next witness for informer, you know, its key offering is about helping non-profits focus on the mission so they don’t have to worry about the back and operations. But as we know, you know, undertaking technology chance for another bit of any side, whether you one hundred fifty milion or if you wanted to run, it can be overwhelming. You know, alfred, you tend to jump chanpreet technology, and then you forget that it takes much more than just taking the software. So what was talking to me at the time when i joined the company is the fact that unique kind of the opposition, which is not only, you know, we will help you identify whether net suite is the right software for dignity to foryou operations, but once we’ve identified that, and if we basically affected uto through a program, then you have access to a probono services and a sweet probono offering is very people what we do is we match our employees will are experts in next week with social impact recipients, and every quarter you have access to basically probono i was from employees so it’s, very generous offering from arika net suite and like i said, two days we’ve offered around ten thousand hours of probono yeah, okay, we’re going to go out with our need to take a break shortly, and then we’ll come back and we’ll get into more detail about the especially about the software, but but also the probono in the capacity building, so you need to take a break pursuant, data driven fund-raising field guide that is their newest resource on the listener landing page, which is tony dahna slash pursuant capital p please. There is so much data available to all of us, it’s, you know, feeling like overload if you don’t know how to manage it, if you’re not being thoughtful about data management and we’re talking just about the data that you have internally. So this field guide is designed and will make data less daunting for you. This is what it’s got five high level steps you can take to translate your business objectives into action real world case studies showing you how other non-profit org’s are using data to achieve their fund-raising goals and a worksheet with thought starters to help your team find the right focus and begin building a data driven culture. It’s the data driven fund-raising field guide tony dahna may slash pursuing capital p now back to peggy duvette hi, peggy let’s talk a little more about what the technology offering is aside from a cost accountant costing cost management accounting. I know there’s cr em. What other technology? Ah, it’s helping to manage the back end. Buy-in i think you know what would recommend with technology likeness suite where you can literally, you know, run your whole operation. It’s tough with your financial first. You know, eunice with twenty financial, make sure it meets kind of you day to day operations for management for the board. And then you can expand to c r m to invent tree control to, you know, being a web store. So you get pretty much do it all and, you know, depending on non-profit we serve, they will leverage next week for a different use, obviously. But i think what’s key is because you can. Do it all and a lot of ah non-profit that we serve will tend to be attracted innocents because they have this persistent, you know, so desire to bring it all together into a unified system. So, you know, if i think of food for the hungry in canada, you know, they help comedians and developing nation in africa, asia, and and, you know, at the time they had dispersed zsystems you know, it takes time to maintain eso by basically using nest with a unified system and also take on the e commerce, they’ve been able to basically increase their fund-raising income, spend less money in tow support, but more into fund-raising so they can support more than program, it can be especially cumbersome when there’s not even a disparate programs, but there’s a combination of programs and spreadsheets, you know, trying to manage that way, you know, i see that sometimes and it’s it’s just such a drain on time and efficiency. Duitz yeah, i mean, you need to you need to use the technology that’s out there to help you lorts right, and i think what’s, even more important, you need to write you need to use the right technology because i’ve seen especially for the smaller non-profits maybe under one million, we tend to want to see that free tide would get excited, you know, critical she can, you know, i can use this, but but what i would say over and over is remember, freeze, never free. It takes time to train new staff or you volunteers, but you don’t have any staff dedicated. It takes time to implement it takes time to documenta intimidations and then you know what went stayed in her group is not that you just used next week, but you leverage message foryou, mission that’s where we want to see they used the technology on dh that leads to the second of the three offerings under under social impact. The sweet probono where net sweet employees will actually spend time with you helping you on board and leverage the technology. So let’s, talk about let’s. Talk about what’s available there buy-in yeah. So i think it goes back to what we were discussing, which he’s wants you. You’ve made the decision right with you. Bored with your constituents to undertake any technology. How do you ensure that you leverage that? Technology so it’s past kind of like a date to the operation is how do you insure that the things that happen you could actually make strategic decisions be more efficient with your reporting and so a lot of non-profits decisions from the dignity of the nation applying ana quietly basis, you know, it could be anything from, you know how to import my data into this sweet teo, for example, with canada, they recently had a probono project where they work on the dashboard on, you know, they serve a lot of non-profits that they want to be able to have the dashboard, so they understand where the service is offering are going so again, probono is being used as a way to help diving to some specific operation parts of the business. Ah, and have them understand how they can leverage next week for that piece. How much probono time r ah, are the your employees e-giving each year? What? Is there a requirement? Right? So our company’s global so today we’ve given around ten thousand i was probono right on the quality they sees, you get basically a team of two to three employees that they tend. To give him on twenty hours each. That’s pretty generous. Andi remembers, was the expert something? The biggest opportunity for the perfect is, you know, what do you need? Right? And then we able to match you with ernest it in place. You can then help you. And then, you know, if that first put it works, you can apply again the following quarter, right? This is not just a one time offering. Okay. Okay. And the help that there are that they’re providing is just around use of the the net sweet products. Yes. That’s, right? Yes, that’s, right? I don’t think we do. Also, that might be a little unusual is when people, when non-profit starts being interested in a technology donations, you know, we have a very sore application asking a lot of questions from, you know, you know, what do you intend to do? What problems that you’re trying to stall? You have a sponsor? Do you have dedicated, volunteer, dedicated staff? So we’ll have a lot of questions really prompt the non-profits really think about what it they intend to do, and we also very comfortable saying, hey, you know, did you really think about this maybe you might not be radio you may be really again, it’s very important for us to just ensure that and one does not take a dignity for the sake of taking it, but more liberating. Yeah, okay. And we’re gonna talk about the metoo process shortly, but so, yeah, so we’ll we’ll come to that. Anything else you want to say about the probono a third of this, the social impact offerings that this generous volunteer volunteerism? Yeah, another programs that were recently lunch, which is around our capacity building element is with lunch this year of financial section reading court and what it is as a non-profits kind of apply and get accepted into the program. We bring them into cohorts of, you know, between five to sixteen, you know, five to fifty non-profits and then together, they basically going to go through a twelve with programs where they are going to be learning how to set up the basic financial of next week. And and what did you have to do? This we, you know, over the years as we served? I mean, at the commercial level, we’ve served around twenty five thousand, you know, organizations so we set up a lot of you know we’ve got a lot of learning and ilsen living practices. So we basically does love this training material to have the non-profit leverage our leading practicing, andi so they have all the pre configured options, and they can set up the basic financial. So then after twelve weeks, they can actually go live on the system. And the reason we’ve been financials actually within the cohort can a format is to ensure that non-profit can learn from each other as well. Says that we know is that when you’re known undertaking such a journey, you can be a little overwhelming. And so we built for this program. You know, it has no charge. It’s sound an education, basic, but we do that once a quarter and it’s bean extremely successful and again it’s it’s about, you know, how can we help non-profits field days technical capacity on whether they have a dedicated, paid staff or fall into a run, and this is called sweet capacity. This is the third, yeah, it’s, certain moments difficult financial accelerated, oh, it’s, not called sweet capacity anymore. So we were gonna have many tr capacity is basically a lot of buildings on vehicles and finish that. Okay. Okay. So what else then is available? And so so what you were describing is that’s a twelve week provoc program. And and you just do that once, right? Because that’s really the onboarding and the implementation of yourself. Is that right? You think about it. You know, perfect scenario is your high. You get accepted, you know, you have access to, you know, our license, you know, for free to a base in mission program. Right? So you get the license, then you apply for financials. Actually, with a cohort get accepted within twelve weeks, you go live on the system with running a basic financial, and then you can start, you know, applying for probono if you want to start leveraging so the dashboard or looking to other aspects of necessary that you want to start using. Okay. And reiterate that you know, there any reason why non-profit might be interested in that tweet? You know, one could be that they are next. And, you know, they want a software that can start helping render financials, right? Yeah. Get off springstead. Yeah, another reason could be going from quickbooks. Also having this existence have been extend that wanted to be able to scale and have one basically a doctor that can do it on. Yeah, and quickbooks especially, you know, that’s not made for non-profits that’s made for businesses. Yeah. Yeah. All right, all right. Um okay. So let’s, let’s move then. So we’ve talked about the three different components of what social impact offers. What let’s talk about how you apply and what’s in what’s involved the application. You start, you start online so you could apply to two different ways. We have a partnership with a text. I hope you know, listeners here’s about takes up it’s a wonderful organizations that provide a technology of discounted rates. So if you’re interested in that suite oh, we also for like, a minute on brown toto, the software that can be discussed later. But you can go through text soup and apply there. Or you could go directly to a website as the nets without com slash social impact. Andi, you would kick on, apply it’s a pretty so application again, you know it’s important to us, that the non-profit krauz understand what it means to undertake a technology chance, so we’ll ask you a lot of questions around, you know, what problem are you trying to solve? Are you really to undertake that technology change and you have the difficult capacity, and once you apply, you know, we’ll attend me. Traitor will contact you, and then you’ll be in touch with basically people in so short, that group to discuss a can of ah ah, software. And they give you a little. Yeah, right. So so there is going to be a personal aspect of this somebody’s actually gonna talk to you. That’s, right? That’s, right? Yes. Okay. So common thing too. Yes, different talking to somebody because, you know, we understand again that non-profit please can vary depending on the size and the mission. S so it was very important for us to be able to create that personal connection. And we’re lucky to be able to do that and have the resources to do that. Andi, i want to repeat the earl it’s it’s, not sweet dot com slash social impact, right? Fact? Or of course, you know, i think it’s interesting. That okay? And you know, if i want to think about some of the data we’ve collected over the years, summers self-funding mission recipients last year eighty seven to ten off a non-profit you know, seekers were saying that next week was going them to do things that they could not do otherwise with the size of the staff and budget so small. Non-profit i could not normally afford, you know, technician that left with are finally able to do things that they couldn’t have never twinned up thirty also, this ability to divert resources to focus on your mission instead of focusing on the complexity that is true impact when you get statements like that, that we’re able to do things that we were not able to do. Pre-tax win, yeah, yes, all right, so and what what types of organizations so you’re looking for when we touched on this a little bit, but let’s, let’s flush it out. What? What kind of challenges should people be able to document it? Sounds like size is irrelevant. Tell us little more about what? What you’re looking for when you review read those applications, right? Yeah, no, totally so yes, size is a real event and it’s important to us because we really want to support non-profit oh, non-profits regardless of their ability to pay and so it’s not perfect at a budget, you know, we’ll have a team that can help them if they don’t have a budget. We also have the social group that can help them, you know, again, it goes back to why, you know, why do non-profit need technology for the operation again? I think what’s important? Are you trying to solve? You know, do you have a problem? That’s accepting emissions and your delivery ofthe program? And if that’s so you need more transparency young, exponential, you know, i’d be able to have reports to board on the time you matter are used for countless hours creating those reported yes, every color, every boardmember sweet, definitely in the right position for you, andi. So, you know, we will ask you those questions for the application, nothing that will ask you as well, you know, is what kind of system are you currently using? Because if you’re using this system, i’m not a powerful, but you’re not leveraging this. Maybe you’re into another system that you want average might. Not be the right thing on, so we’ll definitely ask you about. You know what system you’re using to generate you, but your actual, too. When your perils that compass, if people all of that on dh, then we’ll ask you about some of the challenges that you’re willing to work on. You know, with your staff, a newborn. Is it important that the that the board is involved in this process? I wouldn’t sit in for its importance, i think what’s more important is whether the person that’s interested in doing that changes is an executive monster we’ve seen over the years, especially when it’s technology implementation that it’s important to have an executive bouncer meaning either add management level or boat level that support kind of the shit of technology because, again, it takes a lot of effort to intimate and then to train and volunteers. Yeah, it’s ok. Eso having a sponsor and it sounds like, you know all this leads me to believe, you know, you don’t want this software whether donated, have paid for, um, languishing on dh not being leveraged that’s, right? And if you look at, you know, at and ten right and ten released a report every year, i think that the failure redder, contextually implementations one fifty percent in the u s mom, i know this is why it’s so important to us as a people fear of the education that they really ask themselves the question, right? How many hours is the person responsible to manage intimidation is willing to allocate, right? I mean, you know what? You could have spent training. And documenting the implementation i value we know in the nonprofit sector people who take right there’s a lot of changing that you don’t want to invest in a new technology, and then a month later, as that person leaves yeah, right, there’s no continuity. Yeah, yeah, yeah, we know in ten. Very well on non-profit radio amy sample ward, their ceo is our social media contributor she’s on each month, right? Amy is ordered for nine in-kind is actually literally going through an implementation with that right now. Really? Oh, excellent. Oh, actually, right next time, maybes on i’m gonna quiz you about how it’s going. Okay, outstanding that’s it well, it’s a great organization to smartly leverage technology that they should be able to give you some wonderful testimonials further on, we bless. Like i said, we have non-profits oppcoll size, you know, sex of global, which is a pretty good politic organizations, right? We have, you know, we may have that legal aid society in russia. So that’s tiny again interest is, you know, if you’re ready, we here and we could to support your the foundation center is another good example there they’re very big throughout. The country i’ve spoken, they’re here at the headquarters in new york foundation center as a ah uses that uses you extensively. That’s, right. That is an excellent excellent. All right, we have about a minute and a half left. Peggy, what do you want to leave us with to encourage non-profit t seek you out? I mean, nothing of all. I think of the industry and heart technology’s evolving. You know, as some prosecutors, we need to leverage better technologies for missions. Right? So i want her and critter leaders out there, tio, you know, to the diligent work explore, you know, really explore what problems they’re trying to solve it. They can really, you know, ken of the back and operations. So they get the commission, and our tony street is here. You know, we’re here to help the sector. We’re here for the long term and would be delighted to help you. So that journey if you if you wish and desire to do so with us. All right. Excellent. Peggy, thank you very much. My pleasure. Thank you very much. She’s at peggy duvette dvt. And again, if you want to apply, you can either do it through text soup or at net st. Dot com slash social impact. We need to take a break. Wagner, cpas here is a testimonial quote. I was new at my position when i began working with wagner cpas. My confidence has grown knowing that i can rely on the professionals at wagner to answer any questions and make recommendations that will ensure the success of our non-profit parenthetical. Here we see the sea piela going beyond the numbers close parenthetical. We were given a sound advice enabling us to increase investment income while at the same time protecting assets. Parenthetical here was seethe see piela going way beyond the audit that they were hired to do. Close parenthetical. I trust and respect our audit team and look forward to their annual visit. End quote. No need for parasitical parenthetical because we just ended the quote. And here we see this pepe doing so well that their client looks forward to their return in the next audit season. This is from an unnamed but nonetheless reputable midsize midwest religious organization. So check out rechner. If you use them, then you can expect them to go beyond the numbers for you. You’ll start looking forward to your orders. Is that realize that even possible you’re looking forward to your audit season? Well, mr or miss midwest religious organization says it israel it can be you. You know you can trust the word religious organization. They’re not gonna lie. If you don’t trust them, you can trust me. And if you don’t trust me, then there’s your life. Your life has no meaning. I regret i feel bad. I feel awful for you. Trust us. Trust us. Here. It non-profit radio. All right, so we’re a little i got a little off the path there, but the point is whether cpas way beyond the numbers, you know, look at how they’re coddling this client. It’s. Amazing. You can work with heat coach tomb, you coach tomb has been on the show twice. You could check him out to ten. Seventeen and a eight, seventeen. Fifteen two shows he’s been on weinger cps dot com. Now, time for tony’s. Take two all this month on non-profit radio it’s, your twenty eighteen planning starting today and for all of january were all about your twenty eighteen plans. Would you like free business coaching in? Twenty eighteen we just heard about free software and an implementation and capacity building consulting about business marketing coaching in twenty eighteen we’re goingto have guessed from score tell you all about that what is the new tax law mean for your twenty eighteen fund-raising plan? Jean takagi is going to parse it all out. Maria simple will have her twenty eighteen plan. Any sample ward we back later this month with her twenty eighteen plan. Andi, i’m going to do start your plan giving in twenty eighteen. I said that wrong. I’m going to do start your plan giving in twenty eighteen emphasis on the wrong part of that sentence. And i should’ve been on the on the subject of instead of the somme junked of many of these are pre recorded. Oh, yes. On a day where we had studio technical problems. So i apologize in advance for the poor sound quality. I mean, they’re horrible, but they’re not up to ah, not up to the typical non-profit radio standards all this month, your twenty eighteen plans, all you need to do is listen. That’s it. That is tony steak too. And speaking of listeners we gotta do. The live love it’s going out it’s going it’s rampant west palm beach, florida. Portland, oregon. Framingham, massachusetts. White plains, new york, germany, guten tag son ramon, california, xero oshima, tokyo and toko ri zawa, japan. Konnichiwa! Rosenberg, texas. Lansdale, pennsylvania. Tampa, florida. Woodbridge, woodbridge, new jersey you’re pissing me off. I want you to identify yourself. I demand it. You’d identify or stopped listening. You are so under my skin. It’s unbelievable. Woodbridge, new jersey now live! Listen love out to woodbridge, the netherlands live listen love to you and the united kingdom of course, i don’t know whether it’s ah england, northern ireland, scotland, wales by population, of course it would be englund, but that’s that’s what? The probability can’t be certain united kingdom live listener love to you wherever whichever nation you are in the podcast pleasantries. Thank you so much for being part of our podcast audience know the vast majority of you, it’s, probably like two thirds or so are catching us on itunes, and then stitch is number two and that drops down to, like eight percent or so. So it’s a big difference between number one or number two and then lots of small podcast platform’s doesn’t matter which everyone you’re you’re ah acquiring non-profit radio from pleasantries to you and the affiliate affections to our am and fm stations throughout the country. Another one maybe coming on. I don’t want to jinx it. Another one may be coming. Yeah, yeah. In any case for the current am and fm affiliate listeners affections to you and chef award she’s here, she’s, our social media contributor. Yes, standby, please. While i give you your august introduction that you you’re deserving of hyre a zoo because you’re in august personage. So you deserve in august introduction, our social media contributor and ceo of intend the non-profit technology network. Her most recent car, third book, social change. Anytime everywhere about online multi-channel engagement, you’ll find her at amy, sample, ward, dot or ge and at amy rs ward hello and happy new year. Yeah, happy twenty eight, thank you very much. Thank you for joining us for amy’s twenty eighteen plan. Yeah, it makes sense, and i had a segment called amy’s twenty eighteen plants figured it made sense to bring you on and do it. Does that sound that sound logical? You’re the aptly named you know, you’re the aptly named guest for the amy’s twenty eighteen plan segment that’s all i’m saying so that sounds great. So you had good holidays first? Yeah, good holidays. That and an office was closed, so everybody was taking the whole last week of the year off, eyes the week between d’oh um, okay, so let’s talk about well, you’re you’re gonna be i didn’t mean to confuse you or the listeners. You’re going to be joining us for amy’s twenty eighteen plan that’s later this month. Today we’re talking about integrated tools. Sorry about that. Did iraq? I could use myself. Sometimes you confuse me a little, but i figured i would just roll with it. You wanted to have i amuse myself and also confused myself. Now, of course, today we’re talking about the integrated tools was confusing with tony. Stick to what i just said you’re gonna be on for amy’s twenty eighteen plan that’s later this month. I believe that’s going to be twenty sixth of january. Okay, so first i have to ask. You know, i was i was pleasantly surprised when i was talking to peggy that was obviously pre recorded, but to find out that in ten is taking advantage of the oracle, that sweet offerings. So how’s it going well? We were not up and running in it yet. Cohort programs that peggy was talking about eyes, something that antenna has participated in. And in what is probably not recommended for a technology migration, we had a staffing change for the staff person who was leading the micro wave. Just she and i talked about that. I’m sorry she and i talked about that. You need tohave you need to have consistency across. Exactly. So what was really beneficial, though, is that the consistency across ended up actually really being the probono team because they had been a part of, you know, facilitating the cohort that anton was a part of in addition to a number of other organizations, kind of going through the setup and decision making process for how you want to implement the tool. Andi, all of their process include kind of worked bucks, sir. Worksheets. You know where you’re kind of tracking? Ok, this is how we want our piano report toe work or this is the new chart of accounts were going to use, you know, whatever you’re putting into the system, you’re kind of tracking that and work sheets. So we had both documentation and the probono team that were consistent, even though the staff lead changed during the process, which i think is pretty unique for a software migration that people may be going through, and we’re now hopefully, in a month we’ll be, you know, over and using that as the primary system versus existing systems were getting close, all right, that’s, a that’s a big deal than this migration tio this integrated platform that’s going to be a big deal that’s an important time for you. Well, at least for now, it will be just as integrated as our existing solutions are. It will just hopefully be more dynamic and robust with that data management that it has and all of that, we use it primarily for the financial accounting, even though next week itself has many different. Okay, i see. So you are. You’re integrated now you’re on a platform, whatever. It’s integrated now, but you’re looking for more robust sounds like data data analysis report. Okay, excellent. Excellent. Now one of the things that she asked do you feel that there’s anything like technology wise that holds you back programmatically at ten? Yeah or no, you might not feel that way. I mean, wait, we try really hard to not let our technology dictates our programmatic decision, which is a challenge. That’s not the world that technology is built in right technology has built with the assumption that, like, once you use our software, everything will be better, because of course we’ve thought of everything, and we know exactly how your data should be structured and all of that which any of us, that our users no that’s, never the case, but so we try really hard to not let technology dictate our program decisions or plans, and i would say that then creates more of the challenges for us because we are we’re not saying, oh, what could this tool do? Cool, let’s do that were saying, what do our community members need? What we want? What do our programs necessitate? Oh, well, way don’t have a way to do that with our technology, so we run into more challenges that way, and then try and you know find solutions or create solutions. And honestly, i think a staff position that so many organizations don’t have that in ten does have it means we are able to in house create solutions with those problems come up is that we have a web developer in addition to a nice director on staff, so together they can, you know, work with staff to figure out what it is we’re trying to dio identifies cem, you know, possible solutions and then actually go build them and implement them in to our you know, whether it’s our website, that single sign on khun work for this tool we’re trying to add or you whatever it is. Ok? Yes, i see the value of a web developer, a coder, someone who codes and designs web solutions. You have that. You have an employee. Does that? Yeah. Okay, exactly. I would say most of what? What? There. Building and designing our integration. They’re figuring out okay. Well, if this data exists in the database but we wantto be able to make sure this part of the website is dynamic or we want to able to send an email message, you know, as soon as somebody takes that actions. How do we get all of these different systems? Talk to each other and that’s what they’re designing and implementing. All right, so, so consistent with that. No, we were talking about integrated tools, andi, we’ve already, you know, scratch the surface of it. But anything more you want to add about what, what the value of this is. I mean, how how robust it can be when you’ve got the right sweet together and data analysis. And now everything the platform supposed be doing is is humming. Yeah, i mean, there, it’s just so hard for me to try and and justify it because it’s hard for me, tio imagine not wanting everything to be integrated. You know, the power of knowing that all of your staff are on ly doing the things that humans can dio and one of the things that a computer or your website or your database continue to not work in their time doing those things. It’s huge, you know, and it means that they can, instead of having to and her data or try and, you know, run a report and put it into excel and do a bunch. Of things to figure out their answer that those things can be automated, then you know that community members are just going to get the email notifications that they need or the reminders that they need automatic when they need to get them with all the information that’s correct and that staff are there just to respond when somebody replies that email and says, oh, i can’t make it to the class. What can ideo great? That staff person only spent five minutes today, you know, helping somebody who needs to change their registration vs two hours, trying to figure out who to send a notification to which information they need. You know, i think it’s just non-profits are chronically talking about how we’re understaffed. We don’t have enough time, so let the robot do as much of the work for you as they can so that the few staff you have in the few dollars you have are going to the most important work. Yes, please leverage technology. I mean that’s. Why that’s? Why places like and ten and ten dot org’s that’s. Why it exists tech soup. You know the oracle net suite idealware. I mean, this is why these organisations exist to help you leverage technology i could be on such a soap box if we don’t have only two minutes left no, but you so that you know, i think for some organizations that feels really overwhelming on one side because it just feels like, how are we ever going to get all these presents talk to each other, but on the other side and that’s kind of a technical project management solution, right? Like, well, let’s, just figure out how we get them to talk to each other on the other side, i also hear from from organizations that well, if we automate things and they won’t be personal and that’s really what you know our community expects from us on dh, we’re just not going to automate things because it’ll lose. It’ll feel, you know, generic, and they’ll lose that human touch. I really don’t believe that. I mean, unless you’re on ly able to write emails that sound like a robot wrote them, you know, you can still write a very personal sounding, human sounding message and have that be the notification, you know, it doesn’t mean you need to be automating like your own personal outreach. But just all of those standardised things. They could still be written nicely. You can still do a be testing on them. You could still, you know, quarterly. Go in and say let’s, change the subject lines and see if he’s get better results. You can still do a lot to make them better and better and better. But you are not manually writing them every day. Yeah, you can. You can automate with personalization, the things they’re not. These things are not mutually exclusive. Okay? And we’re gonna go out for a break. When we come back, i’m going to ask you if you can take off a couple more things that you feel machines should be doing. You mentioned e mail or email? You mentioned data entry. Maybe you could take off a couple of things that even, you know, you know, if it’s in ten or not, but things that common routine things that machines should be doing for us when and so we can reduce this burden of feeling understaffed all the time. All right, take a break. Tell us. Credit card and payment processing. Check out the video. It’s at tony. Dahna slash tony, tell us and this video is going to run you through how businesses that you would refer to tell us, make the switch over there how you get fifty percent of the revenue that tell us earns remember that’s a that’s a that’s revenue with a long tail, fifty percent of everything tell us gets from the businesses you refer one hundred percent satisfaction rate, the pressure match guarantee that they’ve got and remember as a non-profit radio listener, you go beyond that, you get two hundred fifty dollars, if tell us cannot save a business money on its fees. Um then today, easy out if a business isn’t satisfied, but tell us has a hundred percent satisfaction rate among the businesses and non-profits so, you know, you don’t have to worry about that, but it’s there think about the businesses that this makes sense for and after you watch it, send them to the video like local supermarket, and i hope they have a large organic section at least lots of produce organic produce choices, thegame shop, warcraft, league of legends i don’t even talking about the liquor store i like when they have limes at the checkout that’s very, very convenient for my gin and tonics. I appreciate that the restaurant’s if the service is good, don’t i don’t like abrupt or an attentive servers st avoid those places, get them to watch the video after you watch it. Ask if they’ll consider switching to tell us and this would be revenue for you for the long term each month. Tony dahna em, eh slash tony, tell us for the video now, let’s, go back to amy sample ward. We’re talking about integrated tools. I put her on the spot. But she’s such a superstar that i know more pushes the ceo of intense. So i bet she’s probably got more examples that we have time for things. Amy, what should machines be doing for us that you feel non-profits are not leveraging. Well, a big one. I’m just thinking about, you know, so much of the non-profit radio community is fundraisers. Ah, huge one that i think a lot of organizations don’t take advantage of it, letting your data, whether that’s, your website or your database, et cetera do some of that predictive thinking for you and then just send you, you know, if they don’t automation isn’t just focused on automating things for your community. This is also automating things for yourself and your staff. So sending you a notification of hey it’s been six months since the donation from x y z you know you could put in these these are our lead pearly donors. Hey it’s been too long since the last date. Yeah here’s your reminder to go, you know, asked him out to lunch or something that i d’oh because i found really helpful and then then we don’t have a lot of really high dollar donations. And when when we do have those there’s, you know normally more of our relationship there and all of that, but any time there’s a donation, even if it’s a one dollar donation, i have set up a person so that when the person who made bad donation gets like the, you know, the normal system thank you, message and all that i’m i’m actually bc seed so i can reply to it and add a personal message on top and almost, you know, easily ninety percent of the time people then respond to that right away and it turns into hey let’s set up a call or i would love to see it with that event. We’re both going teo et cetera, and it really helps with that relationship building. But i let the computer tell me i didn’t spend, you know every week have to remember to go into the database and run a query to see if anybody’s donated as soon as they donate. I’m bc feed on the email that thanks for that so little pieces that that again focused my energy on the relationship side and not on running the numbers and, you know, exporting a report from the database every week so that you’re that you’re on time and even that and even then you wouldn’t have to do it every day, every hour. Teo to be as prompt as the bcc reminder that the bcc thatyou get yeah, okay that’s an awesome one. Alright, what help us but i because when you another one that we use a lot of here is automating. This is going to feel much more technical, technical than the last suggestion, but automating a lot of sinks between our different systems, even though that data isn’t necessarily impacting what they displayed on the website or shows up in the online community, we still want to make sure that our central database has at any moment all the right data, comprehensively across, you know, a single community member, so we’ve automated a lot of data sinks again, even though, you know, i’m sure that some people would say it’s not necessary, because, it’s, just, you know, that data isn’t technically going anywhere, controlling anything it’s really important for us that if we go the database and we look up tony martignetti we know everything that you’re doing so that we don’t just say, oh, well, doesn’t look like tony’s ever participated actually, you have all this activity over here say, in one of our online group, we want to make sure we see all of that, so we’ve automated a lot of those sinks, and the benefit of that is that we can also then set up loss of dynamic, we would say dynamic cleary’s, but technically segments so that when we design, say, a new email campaign over in the other channel, we could query against all kinds of really rich pivetti history. Have you registered for events? Have you donated are you remember? They could say, are you somebody that regularly posts in the discussion group and have attended online event? You know, a way we can more realistically engage with you? Because we know really what? Ugo yeah, and it’s all it’s all carry a ble all these attributes are queria ble. So you, khun hyper define the type of person you want toe send this new campaign too, exactly, and to be merry wonky about it. And maybe we could talk about this some other time, but and ten has a kind of four outcome impact evaluation plan, and in one one of those outcome areas is that and tens work and impact is increasing the number of what we call technology champions in organizations. So it doesn’t matter what your title is, but it’s people who, you know kind of understand that technology is central to what they mean to do, regardless of what team they’re on and that they’re comfortable managing it, making decisions and all the things that intense trying todo i had to create some sort of measurement around how many quote unquote technology champions there are we have created on algorithm that has a different point values for different activities that you’ve done within ten, some of them expire after a week, some of them expire after years with the most hyre later so it’s a very, very involved, dynamic algorithm, and because we have a central data repository that brings in all of those different activities that youve done with us across different systems were then able tto have a rich algorithm that says, actually, here is the number of people we consider attacks champion instead of saying, well, we intend wants to measure our impact. So i guess how many people came to the ntc, right and feeling really limited by system because we’ve integrated them were ableto have what we think is a much more kind of realistic you yeah, yeah, yeah, i mean, the number of attendees and we always talk about that, i always ask you and and thankfully the trajectory is always rising, but that’s really a vanity metric. You could have twenty, five hundred people at a conference and lousy speakers and there wasn’t much engagement, and the food was terry. I mean, right down to the food is poor and the the calendar wasn’t. Well organized, the communications were poor. The wifi didn’t work. But we have twenty, twenty, eight hundred people were had twenty, five hundred last year, so our impact is better. No. Yeah. Okay. That’s all right, all right. Let’s, move to some of the challenges. You know, i hope we’ve i hope we’ve covered motivation for god’s sake. You know, if you are always like amy said, if you are thinking that you are understaffed all the time, you just don’t have enough people to do the things that you need to do, then use it. Call on these organizations once i ticked off before and ten oracle net sweet idealware tech soup, let them help you with technology. And so that your your staff can like amy said, focus on what onley humans khun do and get the machine’s doing that. The routine wrote stuff that you don’t realize is routine and wrote and it’ll free up time and you won’t be understaffed. Gosh, you know, i feel like joe scarborough was on, so yeah, you know, i think what comes up often for organizations, at least in the end and community is once everything and you could think about this. And you know any other kind of area of your life once everything is integrated and tied together like a car, you know, when something seems to break, it can often time, especially for an organization who has relied on outside experts or probono services, etcetera to set them up, it can be hard or feel very dante nw to diagnose. Well, what is the part that’s broken right on. Sometimes we erroneously and problem solve that right to figure out. Okay, well, even if we have a suspicion of what we think is broken, how do we solve it? If again, it’s still part of this connected? Yeah. And sometimes we erroneously blame, blame technology or erroneously blame people because we we haven’t really adequately tested whether where the real problem is, and then we go down a wormhole chasing something that’s, not the real cause of the problem. All right, directly. And, you know, i would just remind folks that even if it does feel daunting, like we have all this integrated systems and now something is broken, i would still argue that you’re in a better position to try and have ah, quick fix kind. Of band aid work around and then create a better solution in an integrated system set up than you are if you have isolated systems, because what does that mean in a world where you have isolated systems? If something breaks that entire tool, whether it’s housing data or messages or whatever is currently out right in an integrated system, you mean you think of it like your body, right? Like one arm doesn’t feel great right now, but it’s part of your whole body, you can adjust the way you walk or list with your other arm or whatever, in in in a totally independent system set up. You would just say, okay, well, that arm is now on, and maybe it’ll come back, maybe it won’t, because you don’t have your not ableto leverage everything else. I’m sorry we have to leave it there. She’s, our social media contributor ceo of inten she’s at amy rs ward. Thank you so much, amy. Thank you. Next week, free coaching in twenty eighteen and maria’s twenty eighteen plan. If you missed any part of today’s show, i beseech you, find it on tony martignetti dot com were supported by pursuing online tools for small and midsize non-profits data driven and technology enabled. Twenty dahna slash pursuant wagner, sepa is guiding you beyond the numbers. Weinger cps dot com tellers, credit card payment processing, your passive revenue stream. Tony dahna slash tony tell us our creative producers. Claire miree off sam liebowitz is the line producer. Shows social media is by susan chavez thiss wonderful music is by scott steiner. Brooklyn with me next week for non-profit radio big non-profit ideas for the other ninety five percent go out and be green. What’s not to love about non-profit radio tony gets the best guests check this out from seth godin this’s the first revolution since tv nineteen fifty and henry ford nineteen twenty it’s the revolution of our lifetime here’s a smart, simple idea from craigslist founder craig newmark insights orn presentation or anything? People don’t really need the fancy stuff they need something which is simple and fast. When’s the best time to post on facebook facebook’s andrew noise nose at traffic is at an all time hyre on nine am or eight pm so that’s when you should be posting your most meaningful post here’s aria finger ceo of do something dot or ge young people are not going to be involved in social change if it’s boring and they don’t see the impact of what they’re doing so you gotta make it fun and applicable to these young people look so otherwise a fifteen and sixteen year old they have better things to do if they have xbox, they have tv, they have their cell phones me dar is the founder of idealised took two or three years for foundation staff to sort of dane toe, add a email address their card. It was like it was phone. This email thing is right and that’s why should i give it away? Charles best founded donors choose dot or ge somehow they’ve gotten in touch kind of off line as it were on dh and no two exchanges of brownies and visits and physical gifts. Mark echo is the founder and ceo of eco enterprises. You may be wearing his hoodies and shirts. Tony talked to him. Yeah, you know, i just i’m a big believer that’s not what you make in life. It sze, you know, tell you make people feel this is public radio host majora carter. Innovation is in the power of understanding that you don’t just do it. You put money on a situation expected to hell. You put money in a situation and invested and expect it to grow and savvy advice for success from eric sacristan. What separates those who achieve from those who do not is in direct proportion to one’s ability to ask others for help. The smartest experts and leading thinkers air on tony martignetti non-profit radio big non-profit ideas for the other ninety five percent.

Nonprofit Radio for June 23, 2017: Don’t Be The Founder From Hell & Your DR Plan

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Jim Nowak: Don’t Be The Founder From Hell

Jim Nowak heads fundraising for the dZi Foundation, which he founded. How did he and the Foundation manage his transition from executive director to chief fundraiser? He talks candidly about the board, job descriptions, ego and more. (We talked at Opportunity Collaboration 2015 & this originally aired 10/30/15.)

 

 

Dar Veverka: Your DR Plan

Disaster recovery: Ignore it at your own peril. What belongs in your DR plan? Dar Veverka is vice president of technology for LIFT. (This originally aired 5/1/15 and is from the 2015 Nonprofit Technology Conference.)

 

 


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Dahna hello and welcome to tony martignetti non-profit radio big non-profit ideas for the idler ninety five percent. I’m your aptly named host. Oh, i’m glad you’re with me. I’d suffer the effects of black ophelia if you tried to sugar coat the idea that you missed today’s show, don’t be the founder from hell, jim no ac heads fund-raising for the d c i foundation, which he founded. How did he and the foundation manage his transition from executive director to chief fundraiser? He talks candidly about the board, job descriptions, ego and more. We talked that opportunity collaboration twenty fifteen miss originally aired october thirtieth, twenty fifteen and your d our plan disaster recovery ignore it at your own peril. What belongs in your d our plan dahna geever ca is vice president of technology for lift. This originally aired on may first, twenty fifteen and is from the twenty fifteen non-profit technology conference on tony’s take two the charleston principles we’re sponsored by pursuant full service fund-raising data driven and technology enabled, you’ll raise more money pursuant dot com and by we be spelling super cool spelling bee fundraisers we be e spelling dot com here is gym no ac with don’t be the founder from hell. Welcome to tony martignetti non-profit radio coverage of opportunity collaboration twenty fifteen were on the beach in x top of mexico. My guest is jim no ac. He is president and co founder of zi foundation. They’re at dc i that’s deltas delta zulu, india from my air force days dot org’s dc i dot org’s and we’re talking about avoiding being the founder from hell. Jim is not that jim. Welcome. Thanks, tony for having me on the show. Appreciate it. It’s a pleasure. I’m glad we got together rubs what? Two days ago, right? I think we’re connected. And, um all right, you’re not the founder from hell, and we are going. We’re gonna take this way only have one side of the story, so i don’t have justin you because one of your board to collaborate to corroborate your your side. But you’re doing a session here. Yeah, i presume you’ve been. You’ve been vetted. Yeah, i’ve done done the session for the six years i’ve been coming. Job pretending collaboration. I keep offering. You know i don’t need to do the session, but it seems as i always say nobody ends up in that session by mistake, you know, people and it’s been interesting people, aaron really tough situations, very emotional, you know, that the social sector is a tough space to be in, and people are very passionate and it can be really charged, but we do our best to try to give people some tools, maybe walk through these these these difficult situations, all right? And in the six years i’ve been doing, you’ve never been challenged by anyone who said, no, that guy is the ceo. That guy he’s the founder from hell, no never had that challenge, but having no, but there, you know, again, i would say i only have one perspective to bring to it there are people that have different perspectives and say that would never work that are absolutely, and i’ve had some of them as guests, but but we’re getting the founders perspective, which i haven’t had before. Yeah, let’s, start with your history with the organization. I’m the cofounder, and now i sit is president we started are working. Paul. Seventeen years ago, it was around an expedition that had been climbing in the fall for a number of years and small expedition to climb. Memoria twenty three thousand four hundred foot what’s. The name of it from maury fremery three miles to the west of everest, on the nepal tibet border. Doing a new route has never been climbed. I was on there and eighty nine now back in ninety eight and in ninety eight found out about small girls home that was financially failing. Raised money in my local community to help bail this girl’s home out. That was the genesis of our work. Where’s. Your community. Where were you living then? I was living the vail, colorado, that and shortly after that moved to where were based now in ridgeway, colorado, southwest corner of colorado. Down by tell you right now. Okay. And how long have you not been the executive director? I was executive director for the first thirteen years. Okay? And then we started into a process of identifying we wanted to shift from there and bring someone in with better financial skills than than myself. But and it was early, early on, it was identified by my board that they want me to say connected to the organization i carried the history carried a lot of the donors carried those relationships on. They want me to become the development director. Okay, i’m going to get to the details of how that all played out. That’s that’s, critical part. But so it was for you, it’s been four years now since you were executive director. Is that right? Correct. Okay. And there is a new executive director. Hired and same person have been in the position for years. Yeah, we feel like we we did a really thorough an extensive search. Get a job and he’s still on the job saying individual okay. Okay, so, he’s uh, he’s executive director. Um correct, mark. Mark. And you won’t get a shot at mark. Yeah. Mark rikers, mark rikers. And you’re the president. Correct. Okay. Let’s, um, let’s start with the board’s role in this what i think is really interesting eyes that it was the board recommendation that you stay it wasn’t you as founder dictating. I want to stay with this organization. The impetus for having you remain came from the board. And also the impetus toe hyre an executive director came from the board, so it was to phase it was like we need to. And as my board affectionately refers to jim, if you get hit by a bus, this organization could potentially go down in flames. So the impetus came from some very skilled and wise board members that had experience in the nonprofit world. Had experiences change management leaders. We’re just very savvy and saying let’s, make our organization more sustainable and increase our bench bench strength. There had to be a lot of trust, a cross, you and the board, i mean, you had to believe that the board actually wanted you two remain and in the capacity that you ultimately became president and which is chief fundraiser for right, you have put a lot of faith in you’re in your board members telling you that believing what they were telling you. Yeah, and this is a really an emotional space for founder’s teo walk into because you could certainly believed that you were in a situation where you were being replaced, you and i that certainly took ah, was it took a while for me? Because that was my first reaction. I don’t think it was an unusual one. Hyre this changing roles and organizations is really tough work, i think it’s exceptionally tough if you’re the founder, if you were the very first person working on your own, you know, from monstrous hours and generating the organization, but pardon parcel of that is that i always had the belief that eventually, you know, in organizations everyone leaves eventually, and i always had in the back of my mind that the most important thing was that this organization lived on beyond me. And this was certainly a major stepping stone to that. What about the, uh, the composition of the board you mentioned? You had some change management people on your board talk about the importance of having the right skill set on your board. Help this transition? Yeah. I mean, it’s it’s, kind of like who’s. Do you have the right people on the bus? You know, and early on in our evolution, you know, i was way had a lot of people that knew a lot about paul, and that was great. But they were all foreigners, you know? And they had great skill, great passion and that but the evolution has been to bring in people with sound non-profit experience people who were changed management leaders that basically had their own consulting firms that actually helped corporal eaters and non-profit lee just walk through these really challenging transitions in the evolution of the nor is a t had that expertise. Oh, yeah, we have that three people that change management expertise. Yeah, that was that was really hughes. And then more than anything, maybe was that i had specifically two individuals that i trust implicitly, that they actually have my back. And that that boardmember board members that this was, you know, they had long non-profit experience, but that this was the way the organization could go and that i was not being, you know, put out to pasture and that that that this would be a very fascinating time for me to be able to find out what i really wanted to do instead of having to do everything you also had to trust that the board has the best interests of z in mind that and that their vision is at least, you know, parallel to yours. I mean, it may not be identical, but they yeah, they’ve got z in their in their hearts and and that that really, you know, one of the two individuals i trusted implicitly had been there at the first board meeting in my kitchen table, you know? And now we’re actually we have our board meetings at his board table on the fourteenth floor in denver office, you know? So i mean, that’s been a long evolution, but that had been fourteen years of that relationship, so yeah, i really knew that they had my had my back, a lot of trust ways, but not without a lot of emotion. And a lot of baggage, i’m sure is a tough, you know, you know, talk about the emotional, you know, you just just feel, is this the where am i actually going? What was actually going to happen to the organization, you know, what’s gonna happen to me because i really impassioned about this work and want to stay in this space, you know? So yeah, a lot, a lot of challenges and a lot of ups and downs, and i would say that that period tow walk through that and feel confident it took a couple months and they really took a couple months, and we laid out a very deliberate plan on the evolution of this after about a month into it. So i was starting to get on board a month of emotion. Yeah, the emotion continued, but then it started become irrational process. Yeah, because it started to develop and expand into what could be and i didn’t see that initially. Oi! All i saw was what what? What i thought was being replaced. Yeah, yeah, yeah, yeah. Initially that’s it. Yeah, yeah. All right. But you obviously overcame that. Yeah. Oh, and to add to that in this process and, you know, one thing that was really fascinating is that our entire board bought into the concept that as we moved into a new executive director, that the executive committee and myself would be the five people that would decide, and it would be unanimous on who we decide if we didn’t find them knives like your daddy way did not find that person, we would scrap it for six months and then come back okay, you’re tuned to non-profit radio tony martignetti also hosts a podcast for the chronicle of philanthropy fund-raising fundamentals is a quick ten minute burst of fund-raising insights published once a month. Tony’s guests are expert in crowdfunding, mobile giving event fund-raising direct mail and donor cultivation really all the fund-raising issues that make you wonder am i doing this right? Is there a better way there is? Find the fund-raising fundamentals archive it. Tony martignetti dot com that’s marketmesuite n e t t i remember there’s a g before the end, thousands of listeners have subscribed on itunes. You can also learn maura the chronicle website philanthropy dot com fund-raising fundamentals the better way dahna we’re going to get to the search. I spent more time on the board. You mentioned you had a lot of longevity on the board. Not not just the one. The one guy who started your kitchen table and now you’re in his fifteenth floor. Yeah, but you you yeah, you had other board members with long longevity. They understand the organization. They they have the best interests of z in their hearts to jury. I mean in our by-laws boardmember sze sit for three years, they have to be voted back on for another three years. They could walk away from the organization or immediately go to an advisory board that gets all the information doesn’t vote. After a year, they could be voted back on the board, but wave have everything we’ve had people that stayed a long time. We’ve had people that cycled and cycled out. I think that’s a really healthy for the cycle more than anything. New ideas, new energy, new vision. You know, new new things. Yeah. Onda connection disease work. Yeah, and and that that solid underpinning has always been that people have been there to anchorage, not just myself. Let’s, talk about the the search, the search process. You said it was the executive committee of the board for people and you. And did it have to be? You had to be unanimous. Vote on who the successor would be. Okay. He obviously had a lot of you have to be a lot of trust in that process. Yeah, from the rest of the board members. So well. And you too, you know. Yeah. Yeah, yeah. All five of you had to. Well, actually, the whole board had trust the process. Yeah, they had delegated the vote to the executive committee and you, but the whole board had trust this process. Yeah, they really did. And so there were some mechanisms that engaged staff engaged other board members, whether it was an opportunity for the three final candidates to be in our office and ridgeway and for people to come there and meet them and to sit in on a conference call with all the board members anyone that wanted to patch in, we actually had the three final candidates work with our financial officer for an hour and at ask questions around that they were in a closed room also with our the paul country director who was in country at that time. So they they all spent time with them. So it was really a deal where everyone had input. But there were five the executive committee and myself that were decided. Maybe a little detail. But i’m interested. What was the mechanism for staff to give feedback to the five people who are going to do the vote? It was basically threw the board chair. So they say the staff whether it was the financial officer in the whole country. Director they gave that him. Put directly back to the board chair on the board chair. Disseminated that to this election. Okay. Okay. Yeah. Um, was there a outside search consultant? No. No, we all did. With is completely just posted it publicly. Well, we posted it in all sorts of spaces, you know, on you threw the peace corps on on. Were located in a remote area in western colorado. So speak on the western slope. So we had lots of people in the denver area. Certainly. Um what we ended up through our network’s way ended up with sixty for paper applications. Now on dh. So that was what we started to wed our way through and pretty short. Or there were a third that it was really crystal clear they were, yeah, yeah, way too much of a stretch, and people asking to remove work remotely in new york for this job. So am i, and that was deal that we want people in the office, you know, you know, face-to-face on dh, so that was a real process, and and once we cold that list, then all of the board members were assigned. The executive committee search committee were assigned a certain amount of people to deal with, to make phone calls, too. There was a list of questions to be asked, and then that information was brought back to the search committee, and we started to, just with a little bit, whittle it down. Job the job descriptions, you’ve identified that as being critical, setting boundaries abound. What? What? You’re what you’re gonna be doing as president and not doing with the exec director is going to be doing let’s. Let’s flush that out job description. Yeah, that was that was really critical, you know, so to speak. What? You know, what was mark’s role? What was my role in what was our rule? You know, and how are we gonna work? Basically in the same office. And how is that going to make this kind of lateral move to be in charge of of all development, really focusing and digging into that, which is something i certainly had done, but i was doing a lot of different things, too. So that was just really critical and also having our executive committee really get into the weeds on that. And then, you know, it’s all about really owning that once it won once things transition about assuring mark who became executive director, but during the process, maybe at the point where he was offered the job or at some point he had to be reassured that this was not going to be a founder. Syndrome situation that he was stepping into. Yeah, what was that like? How did you well, we did that with all of our three final buy-in indefinite detail. And that was something that we put forth. This is how this out was, is how it’s changing. Okay? And, um, you know, i mean, this is probably a good time and, uh, it’s about somebody’s ego and, you know, what’s the what’s, the main driver, is it about you is about control, is it about not allowing the organization to grow past you and evolved past you? Or you’re going to keep a stranglehold on it on dh make things miserable for not only marked, but everybody else in the organization, so i want to double it more detail on how those three candidates got god assured that this was not going to be a disaster situation they’d be walking into mean, it had to be more than just the written job descriptions. Yeah. You know, i think one of the things that was really interesting is we weren’t, you know, quite often in this the executive director search or changes organization. What happens is it’s because the, you know, the staff’s upset programs are not being delivered properly, and financially, you’re you’re in dire straits. I mean, it was a kind of that’s, a standard, why you’re changing. We actually came from a really strong position, and we felt it was inappropriate time to make the shift financially. We were in good shape. Um, staff was quite happy with what they were doing, and programs were certainly evolving at that time. So, you know, nothing was perfect, but we certainly were not in the crisis mode. That’s quite often, what happened, so we were on the front end of this, but we were again realizing the vulnerability of of me is found, yeah. And they also had to be assured that you personally wood abide by the job description. Yeah, on everything that’s being said. I mean, you know, this is all in writing, and it all sounds good, but, you know, i was the new executive director could walk in and, you know, this guy jim is just blowing everything out of the water that we talked about, and now i’m in a bad spot. Yeah, yeah, yeah latto latto i had to trust you. Yeah, and that it’s a pretty standard situation. Yeah, you know, it’s pretty standard that it be negative. Yeah, is that demanded? And quite often, i do hear that people cycle through that know that first executive director didn’t work out. Now we’re into our second one, you know, we were fortunate and maybe i don’t know why, but i guess mark and the two other candidates believe me, you know, i mean, i really think it comes down to you know that and reassurance from the executive committee, no more trust, yeah was allowed to rest there’s a lot of stress. Yeah, we’re taking a big step here. Like i said, the paper documents are fine. But in the end, they could be end up being meaningless. It comes down to a human connection and right and trust. Yeah. Yeah, ego. You mentioned it before. So let’s, explore that it’s mostly your ego that you had keep in check for the for the good of z. Yeah, i think so. I mean, i’m no, no expert trust me, but i guess at the core of this is i’ve always held a belief of doing your best to hyre smart people than yourself on that doesn’t intimidate me. It makes us a stronger organization. So that’s a core belief of mine. Mine. Um, i why would i not try to bring the best and the brightest board members to the board, the best and brightest staff to the board? Um, that’s. Just a core belief of mind that that’s what’s going to make a sustainable organization, you know, that’s where the oil starts for me. All right, you know, and, um, hyre, you know, again, that core belief that my biggest responsibilities, this organization, lives on beyond me. Yeah. It’s bigger than you. It is much bigger than me. And then you, you know, from one person operation tow for people in colorado in twenty five in the fall. And, you know, fourteen girls is where we started serving over. Thirty thousand people now it’s way beyond me. I play an inter call roll i have in trickle power because i am the founder, but i’m on ly a piece of the puzzle and that’s that’s a healthy place for nor ization obviously there was a transition period where you had a share, a lot of corporate knowledge, with mark as the new executive director. Absolutely. You know, one of the things that was interesting way we’re in an office situation where we had two basic office rooms, and initially mark and i were going to work in the same room, and i just was, like, that’s not gonna work. We took the office next door. We’re connected by a door, but we can be close and have our own private space that i didn’t want him to feel that i was looking over his shoulder. Yeah, ever, you know, but there was institutional knowledge, you know, of our organization and what we done and our relationships and our funding and our partners and how we did things and where we worked and all that stuff that had to be transferred over and that takes time. That’s just a constant process of answering those questions mark was incredibly quick study, but i mean, i can’t imagine i’m thinking back out for years now, but, you know, he was really getting it after four months, six months a year, you know, it takes time and it’s, you know, and transferring those relationships, introducing him to those relationships is key and again, taking that letter will move away from that, you know, so that’s, what an and in a way, we also identified that it was an opportunity for me to become maur engaged in the board on dh i now sit on the board, i had never sat on the board. First of all, no, there was not in exhibition zoho ous founder, no, no one i was fonder, i said as the executive director, but i did not sit on the board and you don’t have a vote now. I didn’t have a vote that i don’t have a way out or not right now you’re on the board, but you don’t have a vote, correct. So i’m basically straddled the board on the kind of clutch between the staff from the boy. Why that decision to not have a vote i already have enough power is what the board felt, and i think that that’s the accurate, that definitely was another risk situation for me where i was like, wow, i’m losing control. Yeah, but founders have immense historical knowledge, respond relationships, they have immense power with organizations. And although that did feel uncomfortable, it was the right decision, you know, and quite a lot, itjust wass, you know, a lot of this feels like it has to be the right people. I mean, here you’re you’re you’re saying, you know, you struggled with not getting a vote being on the board, but not having a vote, but in order for this to work and for the board to be comfortable, you had teo swallow that you had to accept that and, you know, another person might not have been able to yeah, a lot of this, yeah, trust and and the personalities that people have to be right now, if it’s not the right people, then you’re not gonna have the trust and and we’re gonna end up with what i’ve had guests on the show say that which is when the founder leaves the leadership role here. She has got a several ties. Yeah, that’s really the default, right? But it sounds like if you arrive the right personalities, you don’t have to you don’t. Except the default. Well, i think there’s a couple things that play into that one is most times when people are shifting executive directors, it is a crisis situation, and maybe the management wasn’t very strong for so that’s that’s a pretty standard situation. I mean, for us, we were coming from ah, solid footing and the thing that was the constant phrase that we we used in our search was we need to find somebody with correct emotional intelligence to come in and not gutsy, but to build on pond what we’ve already created. And so that was it was really the baseline kind of tag line that way worked off the position as president created opportunities for you that you didn’t have as dahna in the leadership relies founder yeah, let’s talk a little about that because i think it was important for you to recognize that there was opportunity for you and the board was making that clear in the new president role. Yeah, and there i think the opportunity around it was too deep in my relationship with board members. And as i say, be that clutch between what’s happening in our work on the paul what’s happening with staff and that but a zai moved into the development roll exclusively. Really? What happened is at a time. I mean, i had time to follow some more creative, creative things i mentioned there was a knopper to nitti where we were invited from a little town that’s less than a thousand people in ridgeway, colorado, to create enter an event in italy and in france, where there’s a charity cycling about where it’s it’s basically a fancy camp for cyclists that i mean, they have massages and right insane amounts. That was three days of riding with over twenty five thousand feet of climbing racing. And so basically, we were able to bring in individuals who had financial capacity to commit to raising a significant amount of money for the foundation. Through this, this leverage point through their friends, and you would not have been able to pursue this no way and found a rolling no on and much band with way too much band with and then what happened out there that is we actually then deepened our relationships in london in the uk and we were a register as a charity in the uk. So now there’s the zi foundation uk and we have a board of trustees over there and they basically carried the work of the zi foundation in the uk raise funds for the paul that money flows through the u s and then in the fall so that basically become a whole new revenue stream that we never had nor would they have had anywhere near the bandwidth to take something like that on so it’s all those opportunities you know and looking around the corner what’s next and being very creative about it and that’s been very, very rewarding for me simple question in in the wrap up why the title president instead of director of development or institutional advancement? I think the board really wanted to honor my legacy with the organization, you know? And instead of just director of della development, they just wanted to honor my title is cofounder present your morning thank you for sharing means really some personal stuff talking about trust and ego and you know, being the right personality, so i want to thank you very much for for sharing. Yeah, thanks. I’m happy to share with anybody. It’s it’s, i think one of the things that happens is in these non-profits u u you changed from being student sometimes teacher, and i’ve been able to share this with a lot of people. It’s tough work at that level and i’m happy to share with anyone. So thank you for having me on pleasure you’ll find him at xero foundation dot org’s, it’s dc i foundation dot org’s tony martignetti non-profit radio coverage at the opportunity collaboration twenty fifteen on the beach i know you hear the waves breaking in its top of mexico. Thanks so much for being with us. Your d our plan with dar viv arika coming up first. Pursuant they’re content paper. They want you to know about its breakthrough fund-raising like all their content it’s free and this one is going to train you on break through thinking where you will learn how to solve the challenges facing your office, how to set a breakthrough outcome and what that means and how to create a culture of breakthrough thinking. In your office breakthrough, you can do it. There’s good ideas in here. The paper is breakthrough fund-raising and you get it at pursuing dot com click resource is and then click content papers. We’ll be spelling spelling bees that raise money. It’s a fun night out at a local place and it’s not your seventh grade spelling bee. You need to raise more money. I know you do. You can do it. We be e spelling dot com. We’ll help you. We’ll be spelling now. Time for tony’s take two the charleston principles this is something that relates to charity registration, which talked about love three weeks ago or so roughly three, four weeks ago was the video on that charity registration morass. Now i’ve got one on the charleston principles. They were created in charleston, south carolina, and they have very good suggestions for states it za recommended body of laws for states to adopt around charity registration to try to standardize things. Trouble is ah, lots of states haven’t adopted them. It’s not too clear where they’re adopted. Eso it’s not really all that standardized, but they’re good ideas and they are in some states the charleston principles. Check out the video at tony martignetti dot com it will help you with charity registration. And as always, i can if can you help with that, too? That is tony’s take two here’s darby barca with your disaster recovery plan welcome to tony martignetti non-profit radio coverage of ntc twenty fifteen the non-profit technology conference were in day two. We’re in austin, texas, at the convention center and my guest is dar vivir ca she’s vice president of technology for lift a lefty, and her workshop topic is avoiding disaster. A practical guide for backup systems and disaster recovery planning you’re welcome. Thank you very much. Good to be here. It’s! A pleasure to have you ah, this day two we’re highlighting one swag item at and ntc her for interview. And, uh, i have a double chip biscotti from a sputnik moment. The hashtag is hashtag is sputnik smiles and i’m told that the glasses go with the biscotti so this is essential. This is this interview’s swag moment. Thank you very much. Sputnik smiles and it goes into the goes into the swag collection. There it is. Okay, door. Um we need to know some. Ah little basic turn. Well, you know what, before we even get into why is disaster recovery and the related and included back-up so i don’t know if it’s just for gotten ignored, not done. Well, what inspired the session is a organization i used to work for. We were required by auditors to do a disaster recovery plans. So when it came time for the annual audit, i got out the current disaster recovery plan. It went all right, i’m going to go ahead and update this, and when i discovered, when i read the plan was there were servers that were eight years gone for last eight years server and reading the planet was very clear that what the previous person had done was simply change the date and update the plan for auditors. And as i thought about it and talk to other people, i found that that actually happens a lot people. It’s, d r is sort of that thing they don’t have time for because no one ever thinks it’ll happen to them, so you push it off, you push it off, and you either just download the template, you know, a template off the internet. And you slap a date on it and basically fill it out just for the auditors. But a lot of organizations never actually think through their disaster recovery, they don’t get into the details, they don’t worry about it, and then when a disaster actually happens to them, they’re sort of stuck. You don’t have a plan that i don’t have a functioning christian, and they’ve never tried it out. So that was what inspired the session, and as we dug into it, we we tried to give the thirty thousand foot view because disaster it cover, you know, there’s an entire industry, the deals with technology, disaster recovery. You can spend days on this topic, and obviously we didn’t have days we had a ninety minute session, so we tried to give the thirty thousand foot view of the practical items you need to pay attention to if you’re not confident in your organisation’s d our plan, if you i don’t have a d our plan or if you do and you really don’t, you know, you think it really needs an overhaul that sort of the top ten of items of what you should really be looking at. When you’re dealing with disaster recovering backups and we tried to give some several practical examples myself and the other speaker and andrew, who could not make it this morning of disasters we’ve had to deal with as well as other well known ones. Yeah, okay, do we need some basic language? Wait, get into the d r disaster recovery topic short jr is one of them disaster recovers, often referred to his d r it’s often spoken about in terms of business continuity or bc, which is sort of the larger plan for the entire organisation. Should’ve disaster strike there’s you know, there’s very d are specific things such as our poet recovery point objective that we could talk about your rto, which is recovery time objective there’s very specific language like that for disasters. It’s usually just referred to d ours. So whenever we say d arts disaster recovery okay, we’ll see if we get into those eyes and i could explain this week. Okay, um, all right, so clearly we should have a disaster recovery written just recovery plan. Even if we’re an organization that small enough that doesn’t have an annual audit, we still should have. Something in place? Yes. Okay. What belongs in our day? Our plan top ten things. You need a contact list for your team. So if you have a top ten of the d r i do of what should your plan d our plan? You know, it could be anything from a five page outline that just covers the basics. And in in our sessions slides, which i’ve posted in the ntc library gives it some good resource is for doing a d our plan or it could be a, you know, a huge hundred page document. It covers absolutely every aspect of business continuity or something in between. It’s going very by organization. And the reality is, if you’re a small organisation with a small team, you might only be able to do the five page outline. But that’s better than nothing. That’s better than no d our plan or a d r plan that realistically hasn’t been updated in the last ten years. But i would say, you know, the top ten you really should have in your day. Our plan is number one. A contact list for your team members. You know what is the contact for? Your team, folks, your business continuity folks, if you normally would get that out of your email and you’re in a disastrous situation, you know you can’t get to your email or, you know, like we’re ever going through. And i want listeners to know that she’s doing this without notes, i it seems very confident that she’s got the and hopefully i remember altum in-kind get seven out of seven or eight of ten will be ecstatic, but so continue. Oh, but i want to say, yeah, as we’re going through, consider two organizations that may not have someone devoted to it correctly. This is our listeners are small and midsize non-profits right? They very, very well just all be outsourced, or it falls on the executive director’s desk. Excellent point. Would you cover that in the session? So t finish at the top ten contactless three team members contact list for your vendors, a call tree and some sort of communications. How do you tell your organization in your members that you’ve had a disaster? Either your servers have gone down your parts of burst and your communications air underwater. How do you do that? What is your? Network look like so. Network diagram process. Outline how you’re actually going to do your disaster recovery. A timeline? How long do you expect these activities to take before you, khun b live again? A list of systems and applications that you’re going to recover. If you’re a large enough or gore, you can afford a hot site was called a hot or warm site where you can immediately switch over two other equipment. You know, information about that. You’d need that to start your recovery. And then also information about your backups. You know, who’s got your back ups? What system are you using? How do you, you know? Get those back. So those air sort of like the top ten things or d our plan should have alright, let’s dive into the the process. Okay? A bit is that intrigues me, bond. Hopefully listeners? I think so. I think i have a fare beat on what’s. Interesting. I hope i do. Um, yeah. What? How do we start to think about what our dear process should be? But first, i have to think about what all could be a disaster for your organization. A lot of people think. About things you know, earthquakes, hurricane, sandy, hurricane katrina, but it could also be water pipes bursting in your building. That is one of the most common thing if your server is not properly protected. Which a lot of a lot of stuck in closets ah, dripping pipe water. We call those water events and that seems to be the most common thing departments encounter is leaking pipes in the building or some sort of a flooding situation, but it could also be an elektronik disaster. Such, i’ve worked at an organization that underwent what’s called a ddos attack, which is a distributed denial of service. It took out our entire web presence because malicious hacker hacker went after that’s where there’s millions of right network and they just flood your network seconds you’re overloaded and yeah, and that’s a disaster situation. So one why would they attack like that? Why wasn’t non-profit attack malicious? The cp dot organ are attacked out with avon marchenese travon martin decision. Folks attacked our our petition site way. We were able to get it back online, but for a couple of hours yeah, we were off line and that could be considered a disaster situation for sure. Yeah? How do you help us think through what potential disasters are not even identify them all i think about what could affect your or what you wear, you vulnerable? Some of the things we talked about in the session where? Think about how would you get back online if the’s, various things happened to you are your are your services sort of in the cloud? Do you have servers on site and start there when thinking about your process is what would you have to recover if these various scenarios affected you or with these various scenarios? Scenarios affect you. If your website is completely outsourced to a vendor that has de dos protection. Okay, that’s not a scenario you have to worry about so kind of analyze it and every organs going to be different. You know, if you live on the west coast, you’re probably concerned more about earthquakes than other regions. So it’s it’s going to vary for each organization, what sort of disaster you’re going to be worried about? And then you start getting down into the practical nuts and bolts in terms of who are your disaster recovery people, who’s. Your team, if you’re really small lorry, that might just be you or as you mentioned before, if you’re using outsourced, manage service provider and your vendors responsible for that, make sure your vendor has a d our plan for you? Ah lot of folks just assume your vendors taking care of that, but when it comes right down to it, do they actually have d our experience? Can they recover your items? Actually sit down and have that conversation? Because so many of the small org’s, as you pointed out, do use outsourced thes days? There’s yeah, there’s a lot of manage service providers that specialize in non-profit, but you need to have that conversation. Don’t wait till you’re under a disaster scenario to discover that groups they don’t actually have that experience have that conversation ahead of time. What else belongs in our process? Outlined in your process that outline? If you’ve got a another site, either a cold, a warmer, hot site or if your stuff is based in the cloud, where would you recover to? The hot side is some place you go to drink cold water or hot? Sure, a cold site would be where? You’ve got another location let’s say you have a dozen servers at your location and in the case of your building, being inaccessible or underwater, a cold site would be where you’ve got another location you could go to, but you don’t really have any equipment stage there, but it is another location you can begin operations out if that’s a cold sight there’s nothing ready to go, but you’ve got a sight a warm site would be where you sort of have a skeletal equipment there it’s far less capacity than you’re currently at, but you’ve got something there it’s not live, but you’ve got stuff ready to go that you can restore to and get going. And a hot site is where you can flip over immediately. Your live replicating to somewhere else, it’s ready to go? It might not be full capacity, so it might not have, you know, full blown data line size that you’re used to might not have your full range of service, but it is live and you could switch over near instantaneously. That’s a hot site, ok, eso you’d want that in your process and you’re going to want to think about what are you restoring and that’s, where we get into the backups? What comes first and that’s, where you start getting into terms such as recovery point objective and recovery time objective those air to very common d our terms recovery time is how far back are you recovering too? And what does that mean for each system? So if it’s your donorsearch system that’s probably fairly critical, you want a recent restore of that? If it’s a system that doesn’t change very much, maybe a week ago restores okay for that sorry that’s recovery point objective recovery time objective is how long does it take you to get back online after a disaster? You know, ifyou’ve got to download your data from an external source. Has anyone thought about how long that’s going to take you to get the data back? Is it going to take you fifteen hours or three days? So it’s in a lot of folks don’t think about that ahead of time, they just go oh, you know, we’ll we’ll pull it back down if we have a disaster, but they don’t think about instead of their nice normal data communications, they’re going to be on a tiny d s l line trying to pull down one hundred fifty gigs of information and it’s going to take a week to get it back down. I have to say you’re very good about explaining terms and thank you, proper radio. We have jargon jail? Yes, we try not to neo-sage transcend you haven’t transgressed cause your immediate about explaining exactly what recovery point river and recovery time objectives are. It could be very confusing. You know, if you don’t understand the terms in tech, you can be confusing what folks are talking about, and that was one of the the focus is of our station session is making it less confusing and being very practical, practical about what you can or cannot do, and if folks go and look at our slides, they’ll see on several of the items we did a good better best, and we tried to talk about that all throughout the session because we realized again for a small ork or, you know, even a large order that just doesn’t have the resources to devote to it. You might not be able to do best practice, but you could at least try. A good practice that would be better than nothing. And then so we do a good, better best for each. Each type of thing, like what does a good d our plan look like versus the best day our plan, and at least try and get to that. Good, because at least you’ll have something. And it could be a continuum where you try and improve it along the way. But you’ve got to start somewhere it’s. Better than just ignoring it, which is what happens at a lot of places. Like what you’re hearing a non-profit radio tony’s got more on youtube, you’ll find clips from stand up comedy tv spots and exclusive interviews catch guests like seth gordon. Craig newmark, the founder of craigslist marquis of eco enterprises, charles best from donors choose dot org’s aria finger do something that worked neo-sage levine from new york universities heimans center on philanthropy tony tweets to he finds the best content from the most knowledgeable, interesting people in and around non-profits to share on his stream. If you have valuable info, he wants to re tweet you during the show. You can join the conversation on twitter using hashtag non-profit radio twitter is an easy way to reach tony he’s at tony martignetti narasimhan t i g e n e t t i remember there’s a g before the end he hosts a podcast for the chronicle of philanthropy fund-raising fundamentals is a short monthly show devoted to getting over your fund-raising hartals just like non-profit radio, toni talks to leading thinkers, experts and cool people with great ideas. As one fan said, tony picks their brains and i don’t have to leave my office fund-raising fundamentals was recently dubbed the most helpful non-profit podcast you have ever heard. You can also join the conversation on facebook, where you can ask questions before or after the show. The guests were there, too. Get insider show alerts by email, tony tells you who’s on each week and always includes link so that you can contact guest directly. To sign up, visit the facebook page for tony martignetti dot com. Duitz 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. Do we need thio prioritize what’s mission critical and yes, we can work with out for a time. Yes, how do we determine that? Definitely we talk about that in terms of its not just a knight each decision either because we may think that the emails the most critical thing out there, but development may see the donor system as the most critical out there program might think that the case management system is the most critical out there, so you finance wants their account, they want their accounting system up. Obviously you’ve got to have an order in which you bring these things up. You’re probably not gonna have enough staff for bandwith or, you know, equipment to bring everything back online, so there needs to be and hopefully your executive team would be involved in deciding for the organization what is most critical in what order are you going to bring those things up? And that needs to be part of your d r plan? Because otherwise, if you’re in a disaster scenario, you’re not going to know where to start and there’s going to be a lot of disagreement of who starts where so you guys need to decide on the order, okay, we solve a few minutes left, but what more can we say about d r and related? Back-up that’s not going to wait till i’m back up because i think we could do a little bit in terms of d r i n st key points on backups are check them because a lot of time, yes, monthly or quarterly, at least is anyone looking at your back-up back-up work-life one of the scenarios that we talked about that actually happened to my co speaker, andrew, was that their server room flooded and it hit their razor’s edge server, which is their entire c, m, s, c r, e, m and donorsearch system, and they thought it was backing up, but no one had actually check the backups in the last two months, and it was on, and it was not s o in terms of back-up just typical, you know, pay attention to the maintenance. What do you backing up? Has anyone checked it? And again, if you’re using a manage service provider, make sure if they’re responsible for for looking at your backups of managing them, make sure they’re doing that. You know, double check and make sure that they understand that your backups are critical and they can’t just ignore the alerts about your backups. You know, you don’t want to be in the unpleasant situation of three of our servers just got flooded. We need the data and discover nobody was backing it up. It ain’t exactly okay, all right, anything else, you wanna leave people about back-up before we go to the broader diar? No, i think that’s good for those were the highlights for it. All right, so back to the disaster recovery. What more can we say about that? There are going to be a lot of watches if you’re in a large d our situation. And so one of things we stress is one getting down into the details of your d. Our plan. Before disaster hits. You see, if you’ve never thought about how you’re actually going to do the restores air, actually, how you’re going to be rebuild those servers. You need two ahead of time. A lot of folks never practiced have a fire drill. I hate fire drill, but and you don’t have a live fire drills in this case, it might be a live fire drill. You don’t want to have that, so you should make some effort to practice, even if it’s just something small, you know, trying to restore one server. I mentioned in this session that i was put in a situation years ago at johns hopkins university, where we were required to have verification of live tr practice, so i was put in a room that had a table, a telephone, a server, and we were carrying two laptops and we couldn’t come out of the room, and so we had completely restored our domain. We had a set of backups on the thumb drive and added the second laptop to that domain improve that we had restored the domain, and an independent person that was not connected to our department was monitoring to make sure we had done it, and we had to prove it, and that was an eye opening experience is as experienced as i was doing that i’d never done it live, and it took me three tries to do it so that’s, right? Encourage folks to really try and practice this stuff ahead of time and get down into the you know, the weeds on their on their d our plan and, uh and also to think about it, you weren’t fired because wayne johnson no, no, no, i actually like too much, john soft. No, we we did complete it within the time frame, but we were a little startled when we discovered that we thought we knew how to do it first time out, and we kept making little mistakes. There were two of us and they’re doing it, and we were surprised ourselves that we thought, oh, of course we know this. This is not a problem, but no, we were making little mistakes because we didn’t have the documentation down. A specific is it needed to be. And so that was a very eye opening experience. There’s a couple of their d r gotchas we talked about, which is crossed. People don’t think about the cost ahead of time. How much is going to cost to get you that data back in the instance of my co presenter who had the damaged drives, they weren’t expecting a near ten thousand dollars cost to recover those drives, but that’s what happened when they didn’t have the backups? They had to take those hard drives to a data recovery place, and the price tag was nearly ten thousand dollars. Dealing with insurance is another big one that people don’t think about having to account for all of the equipment that was lost, and dealing with that insurance morass often gets dumped on the auntie department in a small organization. There’s not, you know, a legal department that’s going to deal with that it’s going to be you so to, you know, kind of talk to your insurance provider ahead of time and see what all you have to deal with in a disaster situation. So you don’t get an unpleasant surprise if you’re ever in one a cz well on the insurance topic, just are you covered? Exactly what you think is your equipment covered? And what do you have to do with that? In terms of accounting for it? If you suffer a disaster, you know the gooch is we get so a couple of minutes, if if oh for days. About consciously trying to think about somebody we don’t hold back on non-profit video uh, i think some of the other ones that we covered in their thick wit mint again to the cost, how much is it going to cost you? Two gets new equipment and did you account for that when you were doing your d our plan and a time to recover? A lot of folks don’t understand how long it may take them to do a recovery and also deciding what is important and what is not important, not just in terms of what should be restored in what order, but in terms of practical things, do you really need to restore your domain? Er, or could you just start over from scratch if your domain only contains maybe fifty accounts and doesn’t have any associated servers faster for you to just start over and just recreate the domain immediately? Especially if a lot of your emails in office three, sixty five or google maps, you could reconnect it very quickly. So, you know, thinking about more practical gotsch is like that with that, you should think about have time, you know, obviously it’s that’s the best practice to think of all these details, and we realised folks may not be able to, so we provided someone sheets and some samples of them of just quick, yes or no questions and thinking this through and things to think about and where will we that is not notice provoc radio has a professional sound i don’t know about ntcdinosaur ten, but that was a way over there. They’re on their own. They can come to us for expertise if they if they need to, but, um, see, now i messed myself up because i ask you about something, but we were just talking about how much, how long will actually take you to recover things and whether or not you should practically skipped recovering something because it might be faster to rebuild it. Okay, i have a follow up to that my smart ass humor, maybe lose it. All right, so why did you leave us with one take away d, r or back-up the session was a little bit misnamed because technically, you’re not going to avoid a disaster. You really can’t. In many cases, you’re not gonna avoid the flood you’re not going to avoid. The earthquake if you’re in that region, so you need to plan on how to deal with it. So it’s more like avoiding avoiding your d are becoming the disaster because you’re not going to avoid the disaster itself, so you might as well plan for it. Outstanding. Thank you very much. Door. Thank you much. Darby america, vice president of technology for lift. This is tony martignetti non-profit radio coverage of ntc non-profit technology conference two thousand fifteen. Thank you so much for being with us. Thank you. Next week it will not be fermentation. If you missed any part of today’s show, i beseech you, find it on tony martignetti dot com. We’re sponsored by pursuing online tools for small and midsize non-profits data driven and technology enabled. And by we be spelling supercool spelling bee fundraisers we b e spelling dot com a creative producers. Claire miree off. Sam liebowitz is the line producer, but he mcardle is our am and fm outreach director. The show’s social media is by susan chavez. And this music is by scott stein be with me next week for non-profit radio big non-profit ideas for the odd learned ninety five percent go out and be great. What’s not to love about non-profit radio tony gets the best guests check this out from seth godin this’s the first revolution since tv nineteen fifty and henry ford nineteen twenty it’s the revolution of our lifetime here’s a smart, simple idea from craigslist founder craig newmark insights orn presentation or anything? People don’t really need the fancy stuff they need something which is simple and fast. When’s the best time to post on facebook facebook’s andrew noise nose at traffic is at an all time hyre on nine a m or eight pm so that’s when you should be posting your most meaningful posts here’s aria finger, ceo of do something dot or ge young people are not going to be involved in social change if it’s boring and they don’t see the impact of what they’re doing. So you got to make it fun and applicable to these young people look so otherwise a fifteen and sixteen year old they have better things to do if they have xbox, they have tv, they have their cell phones me dar is the founder of idealist took two or three years for foundation staff to sort of dane toe add an email address card. It was like it was phone. This email thing is right and that’s why should i give it away? Charles best founded donors choose dot or ge. Somehow they’ve gotten in touch kind of off line as it were. And, uh and and no two exchanges of brownies and visits and physical gift mark echo is the founder and ceo of eco enterprises. You may be wearing his hoodies and shirts. Tony talked to him. Yeah, you know, i just i’m a big believer that’s not what you make in life. It sze you know, tell you make people feel this is public radio host majora carter. Innovation is in the power of understanding that you don’t just do it. You put money on a situation expected to hell. You put money in a situation and invested and expected to grow and savvy advice for success from eric sabiston. What separates those who achieve from those who do not is in direct proportion to one’s ability to ask others for help. The smartest experts and leading thinkers air on tony martignetti non-profit radio big non-profit ideas for the other ninety five percent.

Nonprofit Radio for June 2, 2017: Get Creative & Get Tech Buy-In

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Lissa Piercy: Get Creative

Lissa Piercy

Thought about poets and other artists as part of your board meetings, trainings and conferences? How about open mics? Lissa Piercy reveals why you need to consider these and how to get them done. She’s executive director at Strength of Doves. (Originally aired 11/20/15)

 

 

 

Norman Reiss: Get Tech Buy-In

You need to stay ahead of tech trends–or at least even. Norman Reiss reveals how to get the buy-in and acceptance you need for your new technology decisions, from your board, leadership and end users. He’s project manager for technology at the Center for Court Innovation. (Originally aired 5/29/15, from the 2015 Nonprofit Technology Conference)

 

 

 


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Hello and welcome to tony martignetti non-profit radio big non-profit ideas for the other ninety five percent i’m your aptly named host and i’m glad you’re with me. I’d get slapped with a diagnosis of diagnosis if i became predisposed to the idea that you missed today’s show get creative thought about poets and other artists as part of your board meetings, trainings and conferences. How about open mikes? Lissa piercy reveals why you need to consider these and how to get them done she’s executive director at strength of doves this originally aired on november twentieth, twenty fifteen and now get buy-in technology is ever changing, and you need to keep up. Norman reese reveals how to get the buy-in and acceptance you need for your new technology decisions from your board, leadership and and users. He’s, project manager for technology at the center for court innovation this is from the twenty fifteen non-profit technology conference and originally aired on may twenty ninth. Twenty fifteen i’m tony steak too take time for yourself. We’re sponsored by pursuant full service fund-raising data driven and technology enabled, you’ll raise more money pursuant dot com and by we be spelling supercool spelling. Bee fundraisers we b e spelling dot com here is lissa piercy with get creative, dr a trip or journey in a car also an internal, biologically determined urge to attain or satisfy a need. It is after ten p m on a friday night, and i’m standing alone in a laundry room in boulder, colorado, a student in a social entrepreneurship program my whole life is waiting for me back in boston, i am watching the live stream of a national poetry slam competition. I am watching the first poet i added to our roster win a national poetry slam competition. I am fist pumping the air, i am stomping my foot, i’m screaming to an empty room. I’m remembering yesterday when i questioned why i had taken on the task of starting a business in the first place. I am crying and smiling and balancing computer and cell phone and laundry and coffee and laughing because this is what a start up looks like when i opened my computer one hour before tomorrow on a friday night and cringe at the emails that all seem urgent that all scream no sleep when the coffee wears off and the grant application start to blur when the mission feels miles away from my office when my office is really just a coffee shop or a living room or a kitchen, when i stare at spreadsheets that looked like foreign language, like potential failure or future like risk, risk a situation involving exposure to danger. Also, every time i have ever followed my gut, sometimes you’ve just got to throw out the plan and follow your gut, grit, courage and resolve strength of character. Also small, loose particles of stone or sand. And some days i feel like sand small enough to slip through the cracks of this foundation i am building. In those moments, i think of the poet who risks reputation on a national stage to proclaim her love of women. The poet who tells the story of her sexual assault so that a girl in a middle school classroom can finally feel safe confessing the violation of her body. The poet who rejects gender pronouns and reminds me that this world has never been binary. The poet who run straight into vulnerability and somehow comes out stronger for her honesty. These poets so purpose into fists i wanted. To raise at a world that took my father away, these poets raised their hands up don’t shoot taught me to proclaim don’t shoot in my name, these poets, the heart of these poets heart hollow, muscular organ also the center or innermost part of something. And aren’t we all just trying to find the innermost part of something? It took poetry and entrepreneurship for me to find the innermost parts of me. Lissa piercy she is co founder and executive director at strength of doves, an agency which is itself a non-profit the represents socially conscious, activist spoken word artists, the connect poets to venues and organizations, they’re at strength of doves dot com and lissa is at lissa poet this appears to welcome to the show. Hi, thank you so much for having me beautiful energy. Tell us what is the story behind that? Well, i was actually commissioned to write that poem by the center for social impact learning, which is part of a graduate program with middlebury it’s, located in monterey, california, and they asked me to write a poem for their launch of this social centre, so i put up a facebook status and asked my entrepreneurial friends to tell me the words they think of when they think of social entrepreneurship, and i got a bunch of words and a lot of number in that poem, so dr grit risk. And so then i put a poem together for the launch of their center, and the name of the poem is is called dr excellent. All right, so we’re talking about maur creativity inside your organization outside the organization, using poets and other artists to sort of open things up. Yeah, and let’s, let’s start with, like, uh, internally intern where where might we bring in? Argast s o i think that internally creativity and a non-profit you can start with your board meetings or even just kind of your regular staff meetings. So i like to say that you know, a lot of the time we think about innovation when it comes to our programming or our products. We don’t always think about innovation when we’re thinking about how we run a meeting on a monday morning or board meeting so it can start with kind of basic creativity, like, for example, there’s, an organization called the millennium campus network, they’re bored meeting one of their board members told me recently was the best board meeting she’d ever been tio they didn’t use poetry, but what they did was they created a hackathon in their board meeting, so they were really creative about how they put the board meeting together, which i thought was fascinating. So i talked to abigail, who had created that plan, and she said that for them, creativity started with the way they set up the room. So thinking about what’s on the walls of your room in your meeting and what? What are you doing to kind of create a setting that feels different than other board meetings? Do our other monday morning meetings? I think, for example, there’s a site called button poetry, it’s, a youtube channel and there’s tons and tons of spoken word poems. They’re they’re typically about three minutes long. You could even just play a poem at the beginning of your meeting, and it opens up a part of the brain that gets you thinking in a different way, and i just think so often we look at meetings is something that we dread going to and sitting through, so you start by. Infusing something different at the top of your meeting, it can really shift and change the whole energy of the meeting. Do you think it’s risky toe invite meeting participants, too? Do their own performance? No, i think actually you’ll get surprising results if you do that when i found i run open mikes at conferences, so like the opportunity collaboration, i did some stuff with the school world forum, and what i’ve found is when you invite the community to be part of being creative, they bring inside you, that you didn’t know that they had, and often those things can actually be used to infuse organization with new life. So yeah, bring in, bring in creativity from people that already you’re sitting at those meetings with you for sure, and we’ll see another side of people. Yeah, absolutely. It may not be poetry, i don’t know. It might be a song. It might be a guitar that they play someone’s a drummer. Someone has a poem and someone else plays behind them. I mean, the options are endless when you bring in creativity in new ways. You mentioned opportunity collaboration, which is very collaborative and that’s where we met just like a month or so ago six weeks ago. Roughly, yeah, in mexico. Yeah. And i run there open mike every year. And i talked teo jory and aunt over the team that puts it on every year. And they said that one of the reasons why they like having the open mic is that it brings collaboration in a new way on people rave about it because they get to see those different sides of people. Also, something that i’ve often said is, you know, if you meet me and we talked for five minutes, you might find out that i live in boston or that i run strength of does you’re not going to know intimate details of my life if you see me perform at an open mic, you know how hard it was to start my business, you know, personal details about losses that i’ve been through, and we connect in a deeper way, and then collaboration is richer because we care about each other as people, not just his business partners in a collaborative, collaborative setting. Listening to dr, we learned some very intimate details about your dad’s death. Okay, very energizing, right? Well, let’s, go out for a break when we come back. Listen, i’m going to continue, of course, talking about getting creative. We’ll have live, listener, love, et cetera. Stay with us, you’re tuned to non-profit radio. Tony martignetti also hosts a podcast for the chronicle of philanthropy. Fund-raising fundamentals is a quick ten minute burst of fund-raising insights, published once a month. Tony’s guests are expert in crowdfunding, mobile giving event fund-raising direct mail and donor cultivation. Really, all the fund-raising issues that make you wonder, am i doing this right? Is there a better way there is? Find the fund-raising fundamentals archive it. Tony martignetti dot com that’s marketmesuite n e t t i remember there’s, a g before the end, thousands of listeners have subscribed on itunes. You can also learn maura, the chronicle website, philanthropy dot com fund-raising fundamentals the better way. Welcome back to big non-profit ideas for the other ninety five percent live listener love got st louis, missouri, brooklyn, new york and new york, new york new york’s checking in excellent lovett i’ve listener love yes, let’s go abroad always have very loyal seoul, south korea of listeners. Remarkable. I don’t know if it’s the same person all the time where people it’s multiple multiple in seoul, anya haserot for mexico city, very close to where listen and i first met because we were in x top a at the opportunity collaboration we were talking about mexico city. Welcome live listen her love to you. What can i do? Keitel look it’ll there was my husband. Thank you anytime and also in japan, tokyo and osaka checking in konnichi wa live listener loved all of our live listeners and of course, we never forget affiliate affections for our multiple many am fm stations throughout the country. Affections if you’re listening on the terrestrial stations and oh that’s, ah, terrestrial affection! I gotta work on that there’s something there on dh station, affection, terrestrial and also podcast pleasantries never forget the podcast listeners over ten thousand painting houses, washing dishes whatever it is you’re doing as you listen pleasantries to the podcast audience. Okay, listen. Thank you for helping. Yeah. Now i have tried to get with any time spanish mexico city that’s. Why? I like opportunity collaboration because i get to be i get to speak spanish more than i do on my regular day to day life. Do you do to poetry in spanish? I have a couple of lines in spanish in my poems. Everyone smile in my international women’s day poem. I talk about the venezuelan constitution so i say constitution the venezuela but i typically i like there’s a line about using spanish because i’m not of dissent. That is latin at all. So i’m careful about how okay? You know what, that’s a much larger conversation about appropriation. And don’t betray yourself appropriately. You would feel yes, exactly. Um all right. So, let’s, keep talking about eso these internal. This idea of board meetings? Yes. Now i have had a lot of guests recommend. In fact, one michael davidson was just ah last last week recommending having people who are benefiting from your services come and deliver a presentation at every board meeting. Yeah. So they are sharing fashion their tears about how your organization saved their lives, improved their life, you know, maybe there’s some creativity there, you could ask someone like that to do a performance instead of just read some paragraphs. Yeah, so one thing that i think is really important to note is, especially with organizations that are working organisations working with youth tons toe already think about maybe creativity, poetry, open mikes. It doesn’t only need to be youth there’s a lot of opportunity to do some writing workshops in any demographic i really believe, and if you’re producing content like that, you can have someone come in. It also, though, gives the opportunity to let’s say, you’re an organization a non-profit that’s working outside of the united states, but your board is primarily in the united states. If you do a writing project with the people that you’re working with on the ground and you bring back some of those writing samples and they’re available on the table during the board meeting during the coffee break, that’s the kind of thing that people in your board can look at even if you don’t have time to be reading. Their material or having a guest come into the actual board meeting. Okay, i mean, even in that case, you could have maybe someone who’s trained reading those store absolutely a voice artist, something like that freshbooks rather than just the one dimensional reading painting with a broad what else? Any other ideas? You know, the internal internal creativity as well. So one thing that comes to mind is, you know, every organization faces kind of pain points, things that they’re struggling with. There are a lot of conversations now around diversity, and how do you talk about diversity within organizations? There are other challenges the leadership changes that happen or, you know, anything that happens internally. I really think that that organization should think about looking to more creative ways of having conversations around those tough things. Later on in the show got loose on this. Gomez, who the really amazing poet with the dialogue arts project, is going to be reading a poem on air and their organization will come in and do a full training. And they use spoken word poetry at the top of the training to get everyone’s kind of juices flowing, and then they do trainings around diversity around pain points within organization? So for those organizations that are going through maybe a transitionary moment or need some kind of a different training instead of just checking the box with oh, we talked about diversity, think about looking for creative wri sources that are out there to bring into those training’s you’ll have a better experience and your staff won’t feel like you’re just checking the diversity box, which i think is really important. Am i out of touch if i keep saying poets instead of spoken word artist? No, no, i have i missed twenty fifty five. I missed the change of century, i think. First, i think the biggest distinction that often happens is a slam poet versus a spoken word poet. Slam poetry is a form of spoken word it’s a competitive style of spoken word at least that’s the way i distinguish. But yeah, spoken reports are definitely poets the way that i think about it and this definition is different depending on who you talk to is spoken word or performance poetry is performed from like the tip of your pinkie toe to the tip of your finger out. The top of your head and you can also be a written poet that is publishing books as well. We’re also thinking about how am i presenting this poem beyond the page and that’s? Kind of what a spoken word are a performance poet is doing in my definition of it. Okay, so so if i say a spoken word artist. Yeah. That’s that’s what? I mean, that could be the same as poet or official versus slam performer. Yes, exactly. Slam is dafs. Yeah. How did americans turned poetry into a competition sport? Well, it’s gotten a lot more people paying attention to it. That’s for sure. So hey, that’s, it started. It originated in chicago. A guy named mark smith who is a construction worker, and then here in new york. There’s the moth that’s like storytelling. There’s also the nia recon is another location that does poetry slams your recon. Say it one more time. You knew your weekend. Okay, mahogany brown is a poet. She’s actually on our roster. And she’s, an amazing poet who hosts their poetry, slams their team when you compete against their team. You come prepared, let me tell you. Okay, new. York has some great poets. Okay, now, what’s your background. You have. Ah, what zoho around? Yeah. How did you get into poetry? I started doing open mikes in college after i lost my dad and i went through two and a half years where i lost seven people in my life. And this is a lot of grief and poetry was the only thing that could really motivate me to get out of bed and go to things. I was running the open mic group on my college campus and then actually turned down the opportunity to apply for a fulltime social work job to figure out how more of these amazing social change poets could be earning a living from their poetry. And now we have strength of doves where we put poets in performance opportunities and workshop opportunities toe to really bring this to kind of communities that haven’t necessarily thought about spoken word poetry as a tool because it really is a tool. And the other thing i’ll say is the reason i think spoken word in particular. I think all forms of art are important and open up our brains in new ways. Spoken word. Is extremely accessible, so a really strong spoken word artist, in my opinion, is using poetry and using language in a way that someone who’s maybe never thought that they liked poetry or never thought of themselves as a creative person before can now access a really creative art form and begin to open up the idea from themselves that, hey, maybe i could write, or maybe i can open up this creative thing, but what do we say to the people whose eyes glaze over? Oh, poetry it so it’s beyond may i don’t get it, you know, it just doesn’t reach me. Listen to to watch two videos on button poetry or go search dialogue, arts, project poets, strength of doves, poets i really have never seen it happen where someone said, i don’t like poetry on when it’s exposed to a couple of videos and said, i still don’t like poetry, it’s just not what you’re thinking of when you think of poetry. If you had a boring english class on poetry, poetry does not need to be born. I promised give me a subject that you like, email me a subject you like and i will. Send back a poem that you will like about that subject. Okay? Do you want to show your email? Oh, yeah. It’s lyssa at strength of does dot com. Okay, listen, l i s s yes, challenge me. I guarantee i will be able to draw you in with someone. Else’s problems. Okay. Cool. Let’s go outside our organization just like a mirror. So before going to bring in carlos yeah. Conferences, galas, gallant fund-raising events. Why are fund-raising haven’t still boring. I’m sorry if i’m offending anyone out there, but i just think we need to address this. So these gallows where you have a dinner, any of a bunch of speeches and so there’s a moment at a lot of these events where, you know, people are eating dinner and kind of talking to each other, and then you want to get everyone’s attention. So someone clicks on a glass, someone in charge of the organization says, welcome, everyone kind of turns their attention begrudgingly to the stage, and then they’re a bunch of speeches sometimes there’s really fascinating stuff in those speeches, but we’re not really our attention isn’t necessarily drawn immediately to the stage. The person saying welcome, welcome zoho please hide me. I wanna hear my gladstone brandraise oversignt neo-sage chimes here in a fancy paint none none bungalow. Exactly. So it’s dead. I think everyone should try finding a spoken word poet and putting them on that stage. That’s, the way you get people’s attention don’t even say welcome like we just opened our secondly, just drive a trip or journey in a car really loud, really punchy everyone’s going to turn to you if you want to go a step further, you can hire a poet to write a commission to poem about your organization. And now in three minutes you’ve explained everything you’re doing. You’ve got everyone’s attention and you just invested all this money and all this time in creating this event. Don’t you want to vent the people going to talk about after the fact they’re going to be more likely to talk about it? If it’s different bringing a poet? And if you don’t for some reason believe, listen with all their energy and zeeland enthusiasm, think about what happened in beginning this segment we threw you in with lissa was completely different different format you said you turned into what? What is that? The same way, like college did it with their marketing campaign recently. All right, we got carlos andres gomez, award winning poet member of the dialogue arts project, on twitter, he’s at carlos. A g live. Is there anything you want to introduce before before carlos carlos, let me say, just say, welcome, welcome to the show so much. Tony thinks my brother carlos eyes everything you want to say. I just want for everyone out there. That’s not, you know, always listening to spoken word. This is such an amazing opportunity. Godless is kind of a titan in the community and just does really amazing work, using poetry to have really important conversations. Carlos, please, thank you so much. This poem is called stansted. I’m holding my friend gino’s hands and asking the army recruiter for more information about the marines. Please, i say he fits with his cufflinks, pause it, his necklace through his shirt drags the back of his hand across the close shaven sand paper of his chin. Gino is staring him down through the island. Artie wears like a middle finger. We watched a stranger caught between the train movements of a machine and the churn butter in his body. Just like mine. Two months before, when i said, hell no toe a trip to the gay club, i just don’t want to leave anyone on it be like colonizing the space, i said which sounds a lot better than i’m uncomfortable i wouldn’t know how to stand what do i do if a song i like come on in zambia i walked the dirt roads of a slum my pinky finger intimately wraps around the smallest digit of the most infamous guy on the block. He was my friend. It is how friends walked the streets there. When i greet my iranian friend’s father, we embrace chief twice in thailand. My host casually patted my leg the first family dinner, i nearly jumped out the window, thinking he was reaching for something else. Everyone laughed, probably confused as to why this strange foreigner had been trained to be so foreign to the gentle touch of a man. A passer by gives me and gino matching name i tongue the word around in my mouth. Feel the tender sting, make a home in my torso, stare at the word brotherhood splayed across the camouflage banner. The recruiter stares down the table, and though it holds the secret code to life’s, great questions, it’s corrected, stutter and suddenly overcompensating stands blend into the decorations behind. So much so that i can barely even tell he is still there. He pretended, if we are not, begin sorting and then re sorting the three lonely pamphlets dwarfed by the large rectangular table where they now six boys. Please. I’m just doing my job. His mouth bags in a voice so small and so human. It makes me feel like i have just blurted out a secret. This man has given his life to guard like freedom. Carlos andres gomez! Carlos, thank you so much. Thanks. Kottler thank you so much. Let’s. Send tony. I don’t know why i have watery eyes. I just first listen, you know, i would need to think about it more, but but it moved me because i do so that’s the kind of thing that dialogue arts project workshop would start with wood with poems to kind of open up a new space in everyone’s head and kind of i mean, the energy, even in this room, while we’re listening here in the studio, just comes down and there’s cubine start having conversations about your own experiences that can lead into deeper conversations for more shared understanding within your organization. Carlos, we have just like, a minute and a half or so. Do you want to share anything about that? About the poem? Yeah, sure. I mean, i think there’s there’s so much to be there’s. Someone is so easy to have a very i think superficial, topical conversation if we if we wantto engage someone about gender sexuality or any of these huge hot button issues or topics or anything related to identity and i think the biggest thing that dialogue arts project believes, is that using personal narrative and using something artistic as a medium for that personal narrative that is the most that is the most, i think dynamic way to enter a conversation, because that that holds the true story right about me walking down the main walk with the university of pennsylvania, and i think me telling that story it immediately invites other people that share stories in a way that that i think invites people into a vulnerable space, as opposed to having an intellectual discussion that doesn’t have any stakes involved and ultimately is not a meaningful conversation. Carlos and lissa, we have to leave it there. Excellent cardinals. Thank you so much. Thank you so much for sharing. Thank you, much less a piercy cofounder, executive director at strength of doves, its strength of doves dot com and again on twitter she’s at lissa poet thank you, thank you. Thanks a lot. Now get buy-in with norman. Reece is coming up first. Pursuant. Their newest content paper is called breakthrough fund-raising it’s free. It walks you through break through thinking where you will learn three things first how to solve the challenges that are facing your non-profit second, how to set a breakthrough outcome and number three how to create a culture of breakthrough in your office there are some good ideas in this paper it’s called breakthrough fund-raising you download it at pursuant dot com and then quick re sources and content papers always free love that and we’d be spelling spelling bees that raise money. It’s a fun night out at a local place and it’s not your seventh grade spelling bee. Good thing for that for me, i got knocked out on the word lettuce. I know exactly how to spell let us, but you can’t make any mistakes and i said, you have to say it and then you spell it and then you got to repeat it again after as i said, let us l u e t you see, let us two, eight knocked out it can’t make any mistakes and the winning word the winning word was aeronautical a r o n a t e and a u t i c a l i would i would’ve got it alot if i made that mistake, i wouldn’t have got it, but i probably would have made it i could have made it to earn article, but i got screwed on lettuce anyway. You need to raise more money. You can do it with we’ll be spelling. Check out the video at we b e spelling dot com now time for tony’s take two memorial day has passed. We are into summer whether you’re ready or not, it’s here and i really don’t care about summer solstice. This is what’s telling in emerald isle, north carolina prices have gone up and the beach stores are open. You know those you know the beach stores, those places where you, they will sell you a ninety seven dollars beach towel and you get a free hermit crab and you spray it with water and it dead in three days. That means summer is here and it’s. Time to take time for yourself. I hope you’ve booked time away already. If not, you need to get on it. The point is getaway decompress. Get away from the office where you’re not checking e mail, voice mail or texts. If you want to do your best work in the social sector and taking care of other people you need to take care of yourself? Nobody of this week because i took time off just some friendly advice. That is tony’s take two here’s norman reese with now get buy-in. Welcome to tony martignetti non-profit radio coverage of the non-profit technology conference and tc fifteen day too. We’re austin, texas in the convention center. My guest is norman reese he’s project manager technology at the center for court innovation. Norman welcome. Thank you. Thank you for having me. My pleasure. Good to have your first time. Um, your topic is winning one hundred percent buy-in from staff and board for your next non-profit technology adoption that’s a that’s. A real narrow niche, but critical if we’ve gotten, we’ve decided that we need new software and we’ve gone through the due diligence and the process of identifying the right new software for us, whether it’s, cr, m or accounting or combined. Now we need everybody to agree with us. Where do we start? I think sometimes when you you pick out a new system there’s somehow this assumption that the board and the management are all behind it. And in reality, that’s not always the case or even if it is the case. Things can change once the project is planned or once the project that started, so it really has to be something that’s, a continuing effort that even even if you take the time and you get people on board at the beginning and they fully support, you know, and they’ve been with you through the process, yeah, to really check in with them while the processes going on and make sure that they haven’t been diverted by other things. Or that as new people come in two management or to the board that they don’t suddenly have a change of heart. So it’s really kind of crucial to make sure that a system actually is goingto have the result that you’re hoping for when you when you first selected. Yeah, all right, so we can have sometimes turncoats. They’ve been with us through the process, and now they’re abandoning, they get nervous or they what they feel we made the wrong decision. We made a mistake somewhere in the process, there’s so many things that could get in a way, i mean, even people with the best intentions, something just comes in that distracts them or they have a friend. That tells them about a different solution or different. So it’s really well intentioned friend. Yeah, i mean, it’s really a zoo? A technology. Is it’s really critical to build those relationships with management and with the board all the time, even before the project is even envisioned? And if you haven’t done that, if you’re operating in kind of a silo, then soon related that’s going toe that’s going to hurt you because you need to work. You need to partner with these people when you especially when you’re bringing in a new a new software platform, a new system. They have veto power? Absolutely. And they can do that any time. Yeah, yeah, i love that. You know, the friend my friend was just telling me about, you know, something we didn’t look at it. All right? So the importance of relationships even when you don’t need their buy-in the people’s buy-in but but always working together collaboratively just day to day. Absolutely. Okay. All right, all right. But that’s ah, let’s speed ahead to the process now. Like i said it there as i set it up. Um, we’ve chosen something and they’ve been part of the process we’re talking about staff from a senior staff and board getting did julie from both it’s really about working with staff that are going to be using the system as well as management as well? It’s really across the board? Because if you get the management and the board to buy-in but the staff don’t feel like they’re included, they’re not going to cooperate, and then they may not use the system once it’s rolled out. If you get the staff, but you don’t get the management and the board, then you won’t have to support you need to have a successful implementation, get the rolling. So you have to go both ways. Okay? All right. Good. Thank you for straightening me out. All right. How are we going, toe? How do we start this? Well, assuming we’ve had this these good relationships all along, but now there’s some some defectors or where it was the best way to start the but the topic together. I think probably just the initial stages when your first envisioning that you need something new. Whether it’s a replacement for something you already have. Where something entirely new that you’re imagining for your organization, you really need to being you need to be in communication with everyone about why you’re doing this, because what’s obvious to you is probably not obvious to other people, even though it may seem logical and a natural evolution, it really needs to be talked through, and different people have different ways of absorbing information. You can’t just send out an email to the staff and say, this is what we’re doing. You have to really take the time to seek out people, sometimes one on one, and explain why not only is this good for the organization, but how is how is this new system going to make their lives easier? Why should they bother? I mean, nobody. I mean, i shouldn’t say nobody, but most people have problems with change, and everybody kind of gets used even bad systems because they know, you know, they know what it’s like, they know the howto work around things that don’t work, and even though you’re introducing something that is, seems to be a clear win for the organization, not everybody has that wider focus. Some people had just focused on their own responsibilities and their own position and some people may see this as a threat because a new system may mean that some people’s jobs changed their what they need to do during the day, their routines, their routines air going, teo and and some people would see that as an opportunity. Other people will see that as a threat, and you will have people that will will try to take it down. And if you don’t try to deal with that, earl, as early as you can, it’s just going to a back fire down the road, okay? All right, so we’re explaining why and certainly including them in the process, right? Should they should should should people from all levels? I mean, maybe this is obvious, but be part of the the committee that is making the decision and hearing the hearing the different, getting the different presentations from all the different potential vendors for their b stakeholders from all well, i mean, i mean, the reality is that it’s, hard to invite have everyone at every meeting because people don’t have time, large meetings can get a little unruly, but you have to give people the opportunity to be involved, all right? And some people will take it, and some people will say they’re too busy or they’ll send a representative, but you have to find a way to make people feel like they’re part of the process if they feel like this system is being imposed upon them or that it’s being chosen by someone else who doesn’t fully understand their needs, then they’re not going to be supportive. So it’s really it’s kind of a fine balance between not having too many, but, you know, really seeking out beyond the obvious people that are going to be directly using the application. But anyone who might want to get data from the application who might want to get a report from it, it’s, usually and as a project manager, i so didn’t know you have to really seek out stakeholders foreign beyond what you initially think, because people outside the organization they’re going to be affected by this, too, and they need to have a you’re saying this is well, okay, so at a minimum, you’re keeping all the stakeholders apprised of maybe milestones in the process, okay, okay. And, you know, especially reliance on email on lee, which seems to be what? A lot of people do now, i mean that’s kind of shallow, you have tio, especially people who are different locations, you may have to go out there and actually sit down with them. We just invite him out for lunch and talk about what’s going on because the humane, i mean, i’ve seen the email reliance in my office where people said one hundred feet away from each other and they hardly ever talk to each other and that’s, you know, that’s not a good practice when you’re trying to win people’s support for a new project, yes on dh needing them to feel a part of the process and, you know, it was kind of shallow, and you’re not getting any of, you know, you don’t see the facial expression, you don’t hear the tone of voice, you know, you don’t really know, i mean, they may be saying one thing and actually feeling something entirely different. All right? What else? What other advice do you have strategies do you have for getting this this critical buy-in anything specific to the board that might not apply for staff? Anything special there? Well, every non-profit is a little different. As far as how the board works, some sometimes the board will work only with only with the d and sometimes the board has more relations with staff. But i think you just need to be aware that the board is operating in, you know, in azaz an age of management, and sometimes they will want to be actively involved. Sometimes they will have a more surface involvement. But it’s, just, i guess, just a kn awareness that that they do have a role in this and that if you ignore them suddenly, at one point a boardmember will come in and maybe drive the project in another direction because you haven’t taken the time to apprise them of what’s going on. So i think just justin awareness that they may not be in your field of vision because you don’t work with them at your office or you don’t work with them on the day to day basis, but they have to be part of part of the team. Yeah, it could be easy. Derailment from from a boardmember the way it happens all the time. Yeah. You know, you have some bad stories about that personal experiences. Well. I mean, i’ve worked in organizations where the board dealt mainly with the and the staff really weren’t even aware of, you know, things that were happening, and it didn’t seem to make sense, and until we actually found out what was going on with the board and with the and sometimes you win an organization that’s more transparent than others where you know you’re edie, will we’ll communicate well about what’s actually happening in other cases, things will be happening that you just have no awareness of, and suddenly things are going in a new direction, and you have no idea what so it’s just a matter of just taking the time especially, you know, in a technology role, which is what i do in my organization, you really need teo go beyond the tech group and make sure that you’re you’re talking with other organisations. The other thing i also just as a precaution, is that something that happened to me in the last year? You have to be really aware of your boss’s position in this whole scheme of things because you can’t be viewed as somebody who’s going around your boys or you’re trying to have a relationship with a boardmember and he’s. Not all. She is not aware of it. So you have to be respectful of who you’re working for. But on the other hand, you also have to make sure that you have relationships with people other than your boss, because your boss could leave tomorrow. And then your future with the organization will depend on those other relationships you’ve built or not. Like what you’re hearing a non-profit radio tony’s got more on youtube, you’ll find clips from stand up comedy tv spots and exclusive interviews catch guests like seth gordon, craig newmark, the founder of craigslist marquis of eco enterprises, charles best from donors choose dot org’s aria finger do something that worked and they only levine from new york universities heimans center on philantech tony tweets to he finds the best content from the most knowledgeable, interesting people in and around non-profits to share on his stream. If you have valuable info, he wants to re tweet you during the show. 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I’m jonah helper, author of date your donors. And you’re listening to tony martignetti non-profit radio. Big non-profit ideas for the other ninety five percent. You’re doing another workshop at ntc on getting people to actually use the technology that that is adopted yes, that’s it flows perfectly from this so let’s let’s spend the next well the rest of it, we’re about ten minutes or so together about half our time. Perfect talking about getting people to use it once it so now we’re past the decision stage and it’s implemented. Is that where we are now? And yeah, i know and this i’m really going by my own experience. I’ve been in my car enroll for almost four years now, and i’ve had a couple of situations where we rolled out systems that we thought rolled, you know, when everything went, you know, as expected, and we checked in with the users later on, and we found out that they had gone back to their old system, that they were going back to excel, and that’s really it’s really it’s a point it’s really? I mean, i found that you can have the best technical solution which you know which seems to make perfect sense, and it’s a good future path for the organisation, but because people don’t feel like it’s there’s, nothing. In it for them that they just and the other thing is that if you don’t take the time to actually beyond sight with people and again, this goes back to what i was saying before about over reliance on email if you if you have different sites that are going to use the system, as most organizations do now, you have to actually go over there and talk to people, and sometimes people will say different things in one on one than what they’ll say in the group, so you just can’t, you know, just hold a meeting and just invite everybody and say, ok, what do you think you’re gonna have to go over and actually sit with people on dh watched and talked to them at their desks? You may need to get them out of the office where they feel safer to talk without people overhearing a conversation saying, well, what’s really going on here because it’s really a shame to go through the process of vent this election and months and a lot of organization, money and time has been devoted a and then russia and then three, six months, three to six months later. In the same position again, you’re back using the old system. So if again, i mean, this sort of goes back to what we were talking about before if people haven’t bought into the whole idea of why they doing this and not only that is that people need you need to get training on our ongoing basis, you can’t just go in the day after you roll out of systems, okay? We’re going to train you for the next week and then disappear. You need to be on site on a regular basis because people move around, they leave new people come in or people forget and you can say, oh, i gave them documentation, but, you know, we know nobody’s going to really read that stuff, so you need to really probably plan a good chunk of time after the rollout to be on site, working through problems, because no matter how much you plan, always things come up that need to be need to be work, work through and if you take the time to plan for that and you don’t just immediately say, okay, i’m wolf on another project now and good luck to you and you need to take some responsibility for that. I mean, it doesn’t happen by itself. All right, all right. What? Ah, we still have plenty of time together. What else in the in the use of the technology, other other strategy’s tips you have for ensuring it’s going to be used? What else can we say about that? Ah, well, just in the conversations i’ve had with some other people since i got here this week here in austin, you need to take the time to really go through the business processes that you’re trying to deal with in this system early earlier in the in the in the selection and understanding back-up back-up that at the time that you’re really thinking about let’s, say you, you be the picked the system or you’re you’re at the final stages, you need to really understand what you’re trying to achieve and what the workflow looks like in the organization and it’s very hard to know that and the other tips that does that mean? Well, before we get to another tape, old, you got your brimming with tips, but wait, let’s, dive into this one. That means spending time with them. Watching them in their processes well, sitting side by side, maybe you made you probably want to do that because what i found is that there are some situations where i would talk to the manager of a group on dh she or he would tell me that, you know, they need certain things, you know? And then i find out later that the actual people who were sitting at the computer is doing the data entry. They really don’t do things the way that the manager things they so then i get involved in in between the staff and the manager, and that can be a tricky situation as well. But it’s better work to find that out early and to get the trying to get your staff on the same page, then to roll out a system based on what a manager tells you only to find out that the staff that work for that manager actually have a whole different view of what they’d like to really have it in a system. Yeah. So the end user the actual yeah, hands on keyboards. Those are the people you want to be talking to and and maybe even observing yeah, i mean, ideally, if you could spend some time just shattering them as they do as they go through their day, then i don’t kind of really tell you what’s really happening because it’s one thing to talk through it, it’s another thing to actually spend a week or spend a couple of days out of sight and see what people are dealing with and see how one of the other things that i found out is that ah, there’s sometimes other systems in the mix that people are dealing with. I ruled out a system about a year ago that people weren’t using, and i found out later that there was a hole of the system that they were required to use because of a grant that we had. The grant required them to put data in this other place, and you have no idea i had no idea, i mean, that nobody nobody mentioned it, and it didn’t occur to me to ask that question. But now i, you know, when i’m doing a new project, i was make sure to ask, what other systems do you maintain and sometimes those other systems, maybe paper to mean, surprisingly enough not, you know, there are a lot of people who don’t want to give up the traditional tools and sometimes it’s what works fine with a small system will not work fine as it grows and that’s just a growing pain, sometimes of an organization that wants toe really centralized data. And, again, what’s obvious too to ah, tech team that, you know, that’s looking at all the sexy things that are available now, a lot of people don’t feel that way back on the ground, the ground so you really need to respect their where they are. You have another tip that you were going, you’re going to throw out and i made us dive into the the one about the end users probing the end users more. What else? Well, this one i actually think i included in my block i have a blogged that i thought for several years now what non-profit bridge, where i talk about technology and communications and fund-raising and something i blogged about recently was that we were working with a vendor that wasn’t quite getting what we needed, so we literally just took we took screens and we annotated them and we we showed them, is that this is exactly what we want, and sometimes you actually need to use graphics and visuals to to show on. It also helps you kind of work through the process of how the workflow is so really giving that kind of documentation to a consultant or a vendor or anybody who’s helping you implement a new system. I can really help them understand, because you can’t expect someone who comes into and works with you for two or three months on ana implementation to fully get what your organization is about. So it’s, really your responsibility to educate them on this is what we need, and this is how we need to do it. And, you know, some of the same way that you need to over communicate with staff to make sure that you deal with people who like to absorb information in different ways. You need to you need to make sure that your vendor or consultant really understands your business needs and how your business works and and whatever that method is, whether it’s, extensive conversation or you need a diagram it but it’s really not the vendors responsibility. To get it, it’s it’s, your responsibility to know your business well enough that you can explain it to someone and have them really, really understand it. Okay? We have just like a minute or so men and a half left anything. Well, i’m sure there is so throughout some or whether it’s ah it’s getting the buy-in or getting the users to use the new technology sheriff there’s a more. Well, one thing i would definitely advise people if you’re not already part of this and ten community, this is the place to be, because very often, when you get wrapped up in a project and you only see things in the vision of your own organization, you need to talk to other people from other places that it doing similar things that you are and just being here for three days and just having conversations with people on how are they dealing with similar situations, approaches that you may not have thought of on your own? You need to really be in in the community. And the great thing about being here at ntc is that you actually can see people and have the conversation. I mean, you can’t do everything on social media and on email, and you need to sometimes just pick up the phone and talk to someone and this is a great environment and if anyone who’s there who’s not taking advantage of this community, especially small on non-profits they don’t have a lot of resource is important to know it’s, not only for technologists and absolutely no intent is not only in fact, one of the reasons i like and ten is that it’s, not it and it’s sort of like the way my block covers communications and fund-raising if you look at the session is that we have in, they cover a wide gamut for people who do different roles in a non-profit so there’s something here for everyone, and i would really recommend that if even if if you’re not here at ntcdinosaur year there’s, a lot of other ways to be involved in the end ten were very active and it’s very rare, and i’ve been a member for years. It’s very rewarding, excellent, good shot latto intern our hosts and ten and they’re at inten dot or ge auntie em and yeah, as well as the online they have. A lot of there. There are meet ups throughout the country. Small, small groups meeting lots of places. School. Thanks, norman. We’re going to leave it there. All right. Okay. Thank you very much. My pleasure. Good to have you. Norman reese, project manager in technology for the center for court innovation. And this is tony martignetti non-profit radio coverage of and tens and tc the non-profit technology conference twenty fifteen. Thank you so much for being with us next week. What business is that of yours? I’ll do whatever the hell i want. This is my show. I’m in command. If you missed any part of today’s show, i beseech you, find it on tony martignetti dot com. We’re sponsored by pursuant online tools for small and midsize non-profits data driven and technology enabled, and by we be spelling supercool spelling bee fundraisers. We b e spelling dot com. Our creative producers claire meyerhoff. Sam liebowitz is the line producer. Buddy mcardle is our am and fm outreach director. The show’s social media is by susan chavez. And this music is by scott stein do with me next week for non-profit radio big non-profit ideas for the other ninety five percent. Go out and be great. What’s not to love about non-profit radio tony gets the best guests check this out from seth godin this’s the first revolution since tv nineteen fifty and henry ford nineteen twenty it’s the revolution of our lifetime here’s a smart, simple idea from craigslist founder craig newmark insights orn presentation or anything? People don’t really need the fancy stuff they need something which is simple and fast. When’s the best time to post on facebook facebook’s andrew noise nose at traffic is at an all time hyre on nine a m or eight pm so that’s when you should be posting your most meaningful post here’s aria finger ceo of do something dot or ge young people are not going to be involved in social change if it’s boring and they don’t see the impact of what they’re doing so you got to make it fun and applicable to these young people look so otherwise a fifteen and sixteen year old they have better things to dio they have xbox, they have tv, they have their cell phones me dar is the founder of idealist took two or three years for foundation staff sort of dane toe add an email. Address card. It was like it was phone. This email thing is right and that’s why should i give it away? Charles best founded donors choose dot or ge. Somehow they’ve gotten in touch kind of off line as it were. 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Nonprofit Radio for May 12, 2017: Your Cyber Risk & Beyond Online To IRL

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Marc Schein: Your Cyber Risk

Bad things can happen to all that data you store on donors, volunteers, employees, vendors and others. But, there are ways to minimize your risk and protect your nonprofit if a breach occurs. Marc Schein of Marsh & McLennan Agency shares his wisdom.

 

 

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Oppcoll hello and welcome to tony martignetti non-profit radio big non-profit ideas for the other ninety five percent. I’m your aptly named host. Oh, i’m glad you’re with me. I’d go into burbage oration if you repeated the idea that you missed today’s show your cyber risk bad things can happen to all that data you store on donors, volunteers, employees, vendors and others, but there are ways to minimize your risk and protect your non-profit if a breach occurs, mark shine of marsh and mclennan agency shares his wisdom and beyond online. Teo i r l maria semple are prospect research contributor, and the prospect finder reminds you that ria life conversations remember those little things i can tell you so muchmore about your potential donors than online research. Plus, she has conferences you need to know about on tony’s take two i’m wagging my finger, responsive by pursuing full service fund-raising data driven and technology enabled, you’ll raise more money pursuant dot com and by we be spelling supercool spelling bee fundraisers. We b e spelling dot com here is mark shine with your cyber risk. I’m very glad to welcome mark shine to the studio he is a risk management consultant with martian mclennan agency and an authority on cyber insurance providing strategies to protect sensitive employee, customer and business information. He’s a c i c a c l c s and are i am to find out that very shortly on dh the company is at mm. A hyphen. Any dot com mark is at em. Shine that’s s c h e i n c i c c l c s mark, welcome to studio. Thank you for having me. My pleasure coming closer to mike so we can hear you even shatter. Okay, um, we won’t talk about cyber. Cyber exposure would share what is define it for us first everybody’s talking about the same thing. Sure. So when we look at a cyber attack, you know certain industries think that it has to do with a nation state coming and hacking and things of that nature which which it does it could be, which it does absolutely. Okay, but there’s other exposures that really come tto tto light as well. Three idea we look att information and the type of information that businesses or not-for-profits have. And it really falls into three silos. Person identifiable. Information. P i at nonpublic names, phone numbers, so security numbers, email addresses, physical addresses, things of that nature. Ok, then when we look at p c i, the payment card industry that’s really looking at the credit cards, how many credit cards do you have on file that kind of that kind of information? And then you take a look at p h i information, which is the health care information, and so we look at it from three different from three different segments on dh for not-for-profits when we take a look at it, typically the way that they’re asking their donors to donate is video website and when they go on to the website. Typically what we’ve seen from our clients is you have to put in your name your address, your email addresses, personal latto personal info, a tremendous amount on, and then they ask you for your credit card information in order to make the donation. So now when we look at not-for-profits several years ago, the cyber exposure didn’t necessarily exist. Now there’s certain first party legal responsibilities in the event of a data breach that these non-profits have to comply with. Ok, ok. And you mentioned a whole bunch of acronyms p c i and c i a, which i’m glad you’ve defined because i’m non-profit radio. We have george in jail and i would hate to put you in there on the outside. Sit on. It reminds me that i forgot to go back and look at your acronyms. So you’ve got a bunch of letters after your name? Yes. Ah, i see. I see what’s the c i c commercial. Certify insurance counselor. Sort of what you even get. Confuse yourself, eh? So many. So many seas after my name that yeah, there are. There are three. Ok? So certify insurance, counselor. And then you’re also a c l c s yes, commercial lines covered specialist commercial lines covered specials. Now you must be especially proud of those because those were in your twitter id. Yes. Okay, but then rim what’s his rimming work. You know, what’s rim. I’m not sure what the rim that you’re referring grimm are i am response. The responsible that rim counts. I sit on the rim. Counsel for the pondimin institute, which is the leading organisation for cyber stats in the country. Cyber stats open among latto department institute looks like pokemon but it’s not a problem on that end. Exactly. Okay on dream is responsible information management correct at the pokemon that the bonem mind the parliament, its ottoman parliament. Sorry. Alright. Thank you. Okay, um all right. So we’ve got your credentials are clear. You got a lot of letters, a lot of professional certifications. All right, um, now i i mean, when we think of cyber breaches, i mean, i think of yahoo and target on dh even the democratic national committee meets off these highly sophisticated organizations, i think, a toast in terms of i t i would think that they are are vulnerable than surely small, a midsize non-profits have vulnerabilities to be concerned about. Sure. So so what you’re saying? And again, we’re not going to comment on any specific client just because of the nature of the business and who we are. But we’ll talk about is the exposure’s they all do face on dh. I mean, if these big organizations are at risk with yahoo five hundred million user i ds and, you know, passwords and things, right? I mean, this is so again when you’re looking at a hacker forgetting who the company is, you take a look at the breaches that are going on there now targeting the vendors of some of these larger entities because they realised that the vendors don’t have the same protocols. They don’t have the same budgets to implement the cybersecurity best practices that some of the fortune one thousand companies that you know you previously mentioned half alright, so sometimes it za something that’s, a contractor’s exactly it’s the low hanging fruit that they’re looking for. All right, so there’s a real easy. They don’t want to work any harder than anybody else does. So if they’re able to get into a smaller entity who has access into another larger entities, well, that could be the treasure so that they were just looking for okay, so that raises a good point if we are outsourcing any database management in terms of the of the type of data that you were talking about those three different categories we need to be sure that the vendors were hiring have have either insurance well, insurance, which would you’re not going to talk about and or on dh really should be end high. High levels of security. Correct. So we gotta make sure our subcontractors are vendors. Basically, you want to make sure that you’re doing your due diligence when it comes to your vendor selection. That’s a very important step on duitz something that businesses are now starting to pick up on something of march that we march my client agencies that we recommend when we’re talking to our clients and you hit the nail on the head. Ok, ok, it doesn’t happen often. So thank you for acknowledging the one of the rare instances. All right, right now, if we happen to be ah, ah, a target or a victim of ah, of a cyber exposure. I’m the first thing that occurs to me is a bad press. Yeah, what else? What? One of the risks are way suffer. I mean, not in terms of the data, but just in terms of costs and things like that. Sure. So so when you look at a data breach and you see what the average cost of a data breach was and, you know, the parliament institute, which were just reference the average cost of a data breach was about seven million dollars. In two thousand sixteen and when we look at it, what is the first party legal responsibilities that the business has or the non-profit has to do in the event of a data breach? First, they have to notify they put in a call to there hyre insurance broker they want put the carrier on notice, let him know that the possibility of a claim might be coming down the pike line. Let them work with the prefer providers that the cyber insurance provides toothy entity, then they’ll work with the data breach coach, which is the attorney who let them know what they’re for with their first party league responsibility’s ours builders that forward on then the notification because you not only have to notify the affected individuals in your non for-profit that were affected. But you also have to notify the estate attorney generals where those individuals reside as well. Okay, all right. We’re gonna unpack some of that. We got to go out for a break. Sharon, we come back, mark and i are going to keep talking about that and some of the other the hard costs of recovery. And then, of course, the ways of ensuring against a loss stay with us, you’re tuned to non-profit radio. Tony martignetti also hosts a podcast for the chronicle of philanthropy. Fund-raising fundamentals is a quick ten minute burst of fund-raising insights, published once a month. Tony’s guests are expert in crowdfunding, mobile giving event fund-raising direct mail and donor cultivation. Really, all the fund-raising issues that make you wonder, am i doing this right? Is there a better way there is? Find the fund-raising fundamentals archive it. Tony martignetti dot com that’s marketmesuite n e t t i remember there’s, a g before the end, thousands of listeners have subscribed on itunes. You can also learn maura, the chronicle website, philanthropy dot com fund-raising fundamentals the better way. Welcome back to big non-profit ideas for the other ninety five percent. We’re talking about cyber exposure, cyber breaches and what can happen if you and your constituents are our victim with marke shine, risk management consultant with marshall mclennan agency. Okay, mark, um, before the right before the break, we return about notification. Yes. All right, you gotta let the individual’s no. Yes. And the angels that were affected, that information could be compromised. Attorney general, you mentioned so when the state where the individuals reside, you have to also notify that a state attorney general all those states exactly could be notifying fifty. Well, forty general, forty seven different states have forty seven different state breach notification laws, which make it so complicated in the event of a major breach where you have donors, you know, across multiple different sametz one of the three states where they don’t care about their residents breach of data where those three states, when the close call in after we’ll play the game and we’ll let them call in and figure out if they could guess that. Oh, way. Don’t have way don’t have life callers. Okay, you got to reveal it. Shocking. What are the three? Sure, so, it’s. Some of the provinces province’s, yes way, have forty seven different states that have it it’s. I put you on the spot. Hey, gip. No, no it’s, not a problem. Okay, i get it. I’ll get back to way. We got about fifteen or eighteen more minutes. Ok? That’s right. Just seems to me like those states aren’t protecting. Their citizens are thin this narrow respect. Okay, um, attorneys general, individuals, of course. And you mentioned carrier if you have. Ah, if you have to have a cyber insurance carrier, they have obviously no. Also, exactly. Because the cyber insurance pays for these exposed the first party legal responsibilities the notification that we just went over then the forensic cost. You need to figure out how the breach happened. What did they take? When did it stop? Did you fix the issue now? Carries will pay for the forensic investigation. You also have to provide credit monitoring for the affected individuals. Roughly about twenty dollars per an up individual to provide credit money. Let me ask you about that part. The credit monitoring that i’ve seen the breaches that i’ve been notified about. It’s so it’s. Always been a year. A year of credit monitoring could be too it’s. Okay, i guess i haven’t been lucky. I’ve always been one, so now is that? Is that really valuable? Because i’ve read that this data is actually valuable three or four years later, after it’s been sold and those of us who are the victims have for gotten about the breach, so we’d like we can’t identify where it came from because it’s like two, three, four years later and the credit monitoring is long expired, then sure is that is that true? I mean, is the data more valuable to up to a bad guy? A few years after the breach? Typically the data when it’s out in the market, it’s its most valuable when it first comes out first, comes out when he first comes out. Precisely. You know you look at you. Look at a credit card. You know my credit card has been compromised before. Where there’s been fraudulent charges the next day, my credit card provider sends me a new credit card. Right? Ok. Ok. Credit card. I could see that. But what if it’s ah, date of birth. The address, you know, maybe maybe it’s password to for ah site. I mean, does that? It doesn’t have residual value, you know. Like, years later? Sure as well, you always want to make sure that you have it for when you’re when a company is goingto offer credit monitoring in the event of a data breach, you always want to make sure the year taking the full limits of whatever they’re giving, whether it’s a year or two can information be used. Five, six, seven, ten years down the road. Yeah, absolutely. But if the entity is going to be able to provide you with two years of credit monitoring it’s better than running around without after your information was just out there compromised. Okay? And i guess in terms of the credit card example and that it would cover you that way, but usually goes get a zoo. Said it was get canceled immediately. All right. Um all right. So we’re going to get to the insurance, you know, like the details of insurance. Um, so does that. Does that cover? Like what? That cover everything that the organization should do if they do suffer a breach each. These these notifications. Anything else? So? So they provide the notifications. They deal with the data breach, coach. They could do a forensic. Investigation. You know, some entities will be responsible for pc i fines or penalties or re issuing debit cards or credit cards. The’s a role different coverages that khun b now implemented within a privacy. A network security policy within insurance when we look at most other insurance policies, whether it’s, worker’s, comp, general liability, ah, professional and, you know, exposure, whatever it may be it’s all based off of an isil form and with the ghisolf whoa jargon job. Okay, s o form. Yes, what’s s oh. So i suppose the insurance services organization on dh what they are is they basically provide a vanilla form or vanilla suggestion and each carriers than able to change it a little bit and that’s what they have done to help develop property liability auto so on and so forth, when we look at cyber, there is no isil form, so one carrier can be all the way on one side of the room offering terms and conditions. Another carrier can be all the way on the other side and the prices and the terms khun b wildly different. And the coverage is okay, okay, we’re still going to get to that. More detail. I want to flush out a little something that you mentioned now. Twice. The data breach. Coach? Yes. What is his or her job? Who is that? Sure. So typically, what happens is each insurer will have ah, panel counsel or they’ll let you select your data breach, coach. And they will walk you through what your liabilities are, who to speak to who, not to speak to what you should be saying. What? Just not what? Your first party legal responsibilities are there going to be your end? All be all guide. Okay? On dh, they come from the carrier. Typically us okay? Or recommended by the carriers, like, typically comes from a panel counsel that the carriers have already selected. Ok, ok. Um all right. So why don’t we get into a little bit of detail about, um, different types of policies now, there’s there’s to protect yourself? Particular organization? No, that i know. There’s. Cyber insurance and there’s cyber liability. These two different categories of coverage. What? We’re all interchangeable. Okay, so same thing. Really? Okay. Privacy in network security is the technical term cyber insurance or cyber liabilities? The street name, if you will. Ok, i’m a street guy. We’re going to be okay, so what what what are we looking for? If where if we want to be out in the cyber insurance policy marketplace, what features should we be looking for? Well, you think it really depends on, you know, the entity and what their concerns are, because you want to make sure that this coverage specifically is highly customized for the specific business, so one of your not-for-profits that might have five hundred employees might have a dramatically different exposure than a company who has fifty employees out in north dakota, so we need to again figure out what their true exposures are. So we work with a client like we do on a daily basis, talk to them, figure out what their risk tolerance is, because cyber insurance, although it’s a technical challenge, the risks still is transferred to an insurance carrier or it’s held within to ah, an anti itself now are their policies that are for small organizations like suppose an organization has just eight or ten employees, maybe they have fifteen hundred donors, two thousand donors, they have some credit card info that they’re saving, which i guess we’re talking about whether they really need to save it. Or just transact with it, but they’ve got they’ve got that they’ve got some personal information because they like to send paper mail as well, and they’ve got is email addresses. Is there coverage for, ah, smaller organization like that? Absolutely they i mean, you could get privacy in network security first, a company smaller than that. Ok, eso eso absolutely size is not an issue when it come comes to obtaining this type of coverage. Okay, um, i don’t suppose it’s possible tow the premiums could are gonna vary wildly depending on what the what the risk precise exposure is like. So you can’t really ask, no point really, and asking what? Like what a premium thing would look like. All right, i don’t think, you know, i mean, you hit the nail on the head. It varies dramatically between the amount of records that you have, the type of information that you’re collecting the way that you’re storing the information, all of those play factors. And when trying to quantify what the premiums would be a first, i relied bilich policy, i have no one had twice, twice in one interview. It’s don’t get that’s a record, thank you now should i should’ve vendor of of these kinds of policies be able to help you determine whether you’re saving info that you don’t need to save and, you know, going to the point that you just mentioned if you are with the info that you are safe, so are you savings stuff you don’t need to do and what you are saving. Are you saving it in the right way under security under the right security? Is that is that part of this or that something separate? No, no, it’s absolutely. We want to make sure that we understand the culture of the business, and we want to make sure that they take cyber security to the highest regard in two thousand seventeen. This is one of the crown jewels, the intangible information that a business has on their donors, their clients, etcetera s o typically, what we like to recommend is some type of vulnerability and penetration testing an ongoing test that will say where where you guys are from a security standpoint right now, what the culture looks like, which changed? Andi in-kind gives you a snapshot in time of where we currently stand. Oh, this sounds like a very sophisticated vulnerability and penetration testing. Correct? Excuse me. Who does the who runs a test like that? I mean that something has been sighted. Offers cybersecurity firms, firms. Okay, it doesn’t have to engage a firm. Exactly. Go on, attack your precisely your size or your social media ate your internal networks, your servers, that nature. Exactly. Okay. Um, all right, what else? What else should we be thinking about? Is we’re going out into the marketplace? E think it’s, even before you go out to the market place that’s really, what your listeners need to think about is the proactive steps that they could do in order to make themselves a better risk. So when they’re out in the marketplace, a carrier wants to give them more favorable terms. So doing things like creating an incident response plan that basically says who’s in charge of what information who’s going to be notifying who in the event of a data breach which information was classified? Where, who had access to what? All of those different types of questions you want to make sure that you have that document in hand? It’s kind of like a fire. Drill back when you’re in elementary school, you want to make sure when the fire happens, you knew exactly where to meet the teacher the you know, the corner of the road, it’s the same thing when a data breach happened, you want to know exactly who is going to be dealing with the vendors and who had access to the information. The time to figure this out is before breach not after you in a crisis, their precise that’s the third time in the interview here, here, if they knew this guy’s coming back. Oh, my god. Okay, yeah, you’re in crisis and yeah, all right, what else? Things. These are things that you mentioned underwriter. So these are things you can do that will bring your policy, your premium down, you’ll look more favorable to an insurer. You will be a more favorable real scared. The more that you put involving your in growing efforts on cybersecurity, the more better off that a business is going to be going forward. Okay, don’t see intangible property going away any time soon. More people more aunties or collecting mohr information in two thousand seventeen than ever before. There’s a trend? That’s not going away. So we advise our clients to be proactive rather than reactive when that’s what we work with them on what else besides the incident response plan, could we could we be doing proactively? Sure what you want to engage with attorney to again draw the instant response plan? You will make sure you doing your vulnerability and penetration test. That’s what? I want to deal with your cyber insurance broker to make sure that things on the applications or actually being done and you’re not making a material misrepresentation when filling out an application. So if you spat that’s bad, absolute if you’re claiming claiming you have a plan or you’ve done vulnerability testing or something, and then then there’s a claim, and it turns out that you haven’t. Yeah, yeah, that could be trouble. Precisely. We don’t want to line an application. We make sure that our clients are truthful on. We work with them to find the best carrier for their certain circumstances. Okay? Okay. Anything else we can do proactively before we’re in crisis mode or, you know, we just maybe it’s part of our strategic plan. We’re planning for this. What if? There’s one thing that i can recommend to the management of the not-for-profits that listen to this organ, this radio station, you want to make sure that your training, your employees, the employees error factor can be the difference between a data breach in a non data breach if they know to what to look for in terms of a phishing attack on that can lead to some type of rain somewhere. These rural types of methods now that entities are individuals are using to try and breach a company, so we want to make sure that we train our employees thoroughly. What to look out for what to click on what not to click on that’s one of the biggest things that i would recommend when i go out and i do my talks, his employee training because employees era unfortunately causes a tremendous amount of breaches. Ok? Yeah, we’ve been thinking about the bad actors coming in, but you can keep them from coming in precise don’t click on the attachment there sametz expecting or doesn’t look familiar to you. Yeah, and on the same point of the employee training, what happens when the employees sent an e mail to jane doe and i’m supposed to go to john doe. And now all of that census information or the credit cards from your donors are now out there in the public. Well, now you have a data breach. So again, making sure the right protocols are in place. So an email doesn’t get sent. Teo, you know john dahna supposed to go to change original employee training. I can’t stress it. Enough is one of the biggest thing. I get your passion here. I feel it it’s it’s palpable in the studio. What else can we be training on them? This because this is valuable for people who even may not be. Then there may not be in the insurance marketplace or they may not be out looking. But but there are things that they can do to help protect themselves. Or what else can we include in employee training around this? Sure. You wanna make sure the policies and procedures in place classifications, policies things of that nature. Pacification of the information. What information was segmented? Was all of your information on your server? Was the secretary ableto access the same information? Is the ceo yes, levels? Right. So levels of employee access exactly. People classification. Okay, okay. You find that in database precise programs are apt aps typically, you know, somebody’s a super user. Only certain people can see social security numbers. Percent have access to things like that. And you want to make sure again the ceo is able to see certain information that perhaps the you know, the rank and file doesn’t necessarily need to see. Okay, so if there’s information out there that is highly sensitive and employees don’t need to see it there’s no actual there’s. No reason to give them access to it. Right? You have a business need exactly exactly, exactly so, it’s, just again. Doing your due diligence ahead of time rather than post. Ok. Anything else? Try employee training. This is gold. This is charlie’s gold for listeners. So what else can what else could be, including employee training again, i think we hit on a bunch of the major. But this way, you know, if you like one of your guests, i could put you in touch with a good friend of mine who does some of the training. And they could go into more detail. But my really okay experiences qualifying. Quantifying what a breach could come or cost and not for profit. And how come the bottom line of their piano? Right. Okay. Okay. Uh, now we still have some more time left. Eso let’s. Okay, like two or three minutes left to share. What happened? I asked you that you want to talk about i think the trends of the way that the breach has been happening. We’re seeing now certain thie carriers are now changing the policies because of the way that the attacks are happening. You know, what’s happened things like social engineering, social deception, that’s now you can now get incorporated into the cyber liability policies. What is this social engineering, social deception with so have you have you have you heard about the types of emails that are coming to the c suites? Were the rank and file from the c suite saying, can you make a payment to x y z company? We’re looking to acquire somebody, right? We call it voluntary parting of funds and this is now the need for a holistic point of view from a risk management standpoint when looking at a cyber exposure because this is a part where the crime policy and the cyber policy can interline to try and provide coverage so it may not just be crime may not should be cyber, but if yu of the overlap of the two, that might be the best form. So we want to make sure that we truly again understand the client specific needs. Because what we talked about today was all generalizations way need to understand their actual risk profile that you mentioned a crime policy. Now, this is something we haven’t talked about. This is something unrelated, right? Precisely. Coverage against crimes against the organization. Different types of crimes. Could be. You know, for this, the voluntary parting of funds, if somebody’s willing to transfer monies if sounds so innocuous. Voluntary parting of funds that sounds like i write my niece a check. That’s a voluntary parting of fund. I gave her fifty dollars for a birthday. It was young that’s. Why? Fifty dollars is enough. Don’t you think, uncle, you wanted to give you you needs to fifty dollars. Typically when these air going on this is ah, bad actor that it tricked and employees to release the funds like your example? Okay. Precise. Alright, thank you very much. We’re going to be there. Absolutely. Thanks for having me. Thank you for being in the studio. Mark shine. You’ll find him at m a c h e i n and then his credentials c i c c l c s thank you very much again, mark. Thanks don’t appreciate the very timely discussion we had because just today ah, sixteen health facilities in britain were breached. People couldn’t reach their own data. Medical facilities couldn’t reach patient data. Patients had to be diverted. So that’s, just today’s headline we got maria simple coming up with beyond online to hell first. Pursuant, they’ve got a new paper it’s free. Of course. Lots of free content from pursuant breakthrough fund-raising achieved the impossible with a new way of thinking. What is brick troop? What does break through thinking? And can you say it? And how do you get it? To help? Ah, use it to help you overcome your organization’s challenges like speaking and moving lips and tongue in move in precise ways that will actually form syllables which turn into words and sentences. How do you do that? Breakthrough thinking of course. How do you set a breakthrough outcome? How do you make sure that that outcome is going to reach far enough and achieve something that seems out of reach to you? But is not all right identifying actionable strategies to create a culture of breakthrough that’s, what’s all in this paper? Learn breakthrough fund-raising you can learn it, go to pursuing dot com click resource is than content papers. I hope you have more success reading it. Then i did talking about it. We’ll be spelling. Do you need to raise more money? One engage millennials, perhaps host of fund-raising spelling bee it’s a night out at a local place that’s devoted to raising money for your non-profit check out their video at we b e spelling dot com, and they get in touch with ceo alex greer. Very nice guy, stupid, stupendous guy, he’s an amazing guy. I love this guy, alex career ceo on duh you’ll find out more he’ll fill you in now. Time for tony’s take two. Are you properly registered in each state where you solicit donations? I’m wagging my finger at you if you are a northern louisiana charity, perhaps and you’re sending email to southern arkansas needs a register in both states if you’re in eastern oregon non-profit and you’re hosting an event in western idaho, you need to register in both wherever you are. If you mail solicitation pieces to retirees in florida, you need to register down there. Don’t get caught with your shorts down, please. That reminds me i wrote that. But then this reminds me of ah, this company truck that i saw once said ganz or electric, let us check your shorts. I love that. Ah that’s another that reminds me of another one. Um, it was roofing fiedler roofing it’s only done right if there’s a fiedler on the roof. I love those. I don’t know if ganz or electric and fiedler roofing. They’re out there somewhere. Okay. Charity registration back to that. I can help you. If you want help, i can help you do it. The video explaining what you got to do and what this is all about is that tony martignetti dot com. And that is tony’s. Take two. You probably very much looking forward to maria semple because i’ve i don’t know. It’s it’s, philo rough today. So let’s zoho maria semple to do a lot of talking and ill will just have sam bring my mike down. She’s the prospect finder she’s, a trainer and speaker on prospect research. Her latest book is magnify your business tips, tools and strategies for growing your business or your non-profit she’s our doi and of dirt cheap and free she’s at the prospect finder dot com and at maria simple. Welcome back, maria. Thanks for having me, it’s. Great to be here. And you’re in the studio today. Absolutely. That’s that’s, always special in the studio share is it’s not a great day to be in the studio with me, even though the first part was pre recorded. I don’t know how you can help me change the trajectory. There you go of my performance. Yeah, don’t don’t take your mic down because then it’s no fun. Okay, well, that’s ah, today that’s a debatable question. Typically, i would agree with you. All right, so we’re talking about going on beyond online and this is actually a topic that i think brought you and i together in early days, back when i used to write blawg posts actually write words i wrote something. On the value of going not only is researching online, but the value of actually talking to your potential donors, and i’m pretty sure you commented on it. Yeah, probably, yeah, there was one of the only things yes together. Yeah, yeah. So, you know, so many times when you think about prospect research and even on the shows that we’ve had, we’ve really focused a lot on the online stuff, you know, the technology and, you know, how can we get information? But, you know, we we haven’t spent a lot of time talking about, well, what are some of those offline strategies, those people, two people strategies that you can use to elicit cem, great information. And, you know, sometimes when i’m sitting there typing up profiles on individuals, there are things that i just, i guess, out of curiosity really want to know about that person, you know, i want to know more about what makes them tick and, you know, the strength of their marriage, strange from their kids, like those kind of questions, maybe no, but we have to get along with her parents just really what, what, what their interests are what are they? Really doing in the non-profits more conventional. Yeah, yeah. How are they spending? You know, even how, but but maybe even how are they spending there? Ah, they’re free time. Like how do they spend it? Are they volunteering? Are they? You know, vacationing? Are they advocating? You know, what are they doing so very often? I wish i could, you know, call up that person that i’m researching and say, hey, i got a couple of holes missing here in this profile and a love to ask you a few questions, and i have thought and going back to that blood posted i wrote years ago, you know, talking to the person and there’s other people who could talk to do we’re going to we’re going to talk about that, but talking to the person i’ve always thought is just a great source of information just ask open ended questions, right? And you find out about not only about their interests within the organization, but they’re family circumstances where they like to vacation, you know? I mean, who they who their friends are that might be affiliated with the organization that they might be willing to bring in and you know, you just you find out so much if you would just, uh yeah, talk to people. Absolutely, absolutely. So, you know, if if you know, if you’re doing the prospect research for the organization, i’m going to give you some some questions to think about. But also, you might think about ceding your your your development staff, your executive director and you’re bored with some of these questions that they might just curious, you know, in their conversations with people they might be ableto ask so that you can fill in maybe some some holes that you might have on the donor profile that you might be, you know, compiling on this person or just, you know, at some point filling in night now you and i have talked about boards being valuable for prospect research and occasionally or you think you advocate even regularly making part of boardmember or period board meetings or periodically list of prospects? Yes, a swell as institutional funders, funders and people thes air these these are the people in the organizations that are on our screen right now. Yeah. How can you help us with any of these? Right? Right. So it could be it could be through that process that you could elicit the information another way you could potentially do this is, you know, tony, you’ve, you’ve probably heard this phrase where if you want to get money, ask people for their opinion, has them for their opinion and they’ll give you money. So if you can figure out a way, tio, engage people either through a formal feasibility study or bring together some sort of small focus groups where you’re really getting people engaged and asking them questions and making sure that they understand there’s, there’s, there’s nothing behind this, we’re not you’re not being brought in the room to to solicit you in any way. We just really want your opinion, and i think that people start to feel more engaged and and committed to an organization once they understand that. Oh, you know that they want to know what i think about this organization and how to move it forward into the future. So, you know, i you know, kind of came up with my top ten questions that i thought i would love to ask, okay? Okay, we’ll get to those, um we’re going to get there. Um, so we mentioned the board as a good source. Focusedbuyer oops, sorry, focus group staff, you’re you’re you’re might be development staff, but not necessarily could be staff that’s interacting with people in a different in a different way besides fund-raising that’s, right? That’s, right? So maybe it is staff that’s involved with really just ah, organizing your volunteers so you might have a volunteer engagement person on staff that really just that focuses on your special events? Ah, you’re runs your walks, things like that s so they could be sort of armed with this set of questions as well, so they could just happy just be kind of on their radar and be always looking to collect this type of data because the type of data that we’re about to talk about a lot of times, you just can’t even find it on you. Yeah, and ah, and i think it goes to really good development work to be able to source that data and fill in some of those holes and missing piece puzzle pieces, so dismayed now this raises the question of social media, so when you’re researching prospects, do you go to their social media accounts to see what what might be public like if a lot of their facebook posts are public now, some people keep them private, but or only to their friends. But do you do you look at social media? Tio try to fill in hold while i tell you what i actually do? Because one of the things that i do, of course, is i google somebody’s name. So when i do that and on page one of google search results very often will be their social media accounts, they’re linked in their facebook instagram, right? So even even you think okay, well, it’s an instagram account it’s all photos. What am i going to gain from that? But you can really gain a lot of information avectra their second home? Yeah, their boat, their plane? Yeah, i mean, our just, you know, maybe maybe there really into birding, for example. So they’ve got, you know, a lot of pictures around that and you think ok, well, gee were an environmental organization. We didn’t realise they had this particular interest within our scope. Eso you, khun really? Maybe even learn a lot, you know? They say a picture’s worth a thousand words, right before you just filled with the old the old saying, zoho yes, yes, i’ve heard that you have heard that, you know, so you know for sure on dh, then then let’s not forget some of the some of these platforms that also allow for video, so my goodness, when they then not only have photos up there, but then they’re involving video as well. So if it’s if it’s public right? Um and, you know, that’s not somehow password protected or privacy protected, then it’s in the public domain, you’re not going in friending all these prospect? No, no, no, no, to try to sneak in, no, no, and become their friends absolutely know you’re going? No, no, absolutely not. But i will say one thing about the linked in if you’re doing the research there. Ah, there is a way to set your your privacy settings in such a way that you will like if i’m researching you, tony, or if i’m just looking at your linked in profile, i go in as anonymous an anonymous user, so you won’t know that i was looking at your profile really, however, give up the ability to see who’s been looking at mine. Oh, well, i wouldn’t care about that. How do we set that? So you go into the privacy settings, and, um, and one of the options is, you know how you want to appear to others. When you are looking at their profiles, they’re three settings there’s one that’s, fully transparent. So your your your picture will be there. Your name will be there, and your headline will be there. Right? That’s the setting that allows you to also then see who’s been looking at your profile. If you choose that setting, then there’s two private settings. One is semi private, so i could come across as just somebody who’s in the management consulting industry in the greater new york city area. Or i could be anonymous. Okay, so those air, the two private and semi private said they’re either naked, topless for that’s. Fully clue, fully clothed. Okay, um, all right. And that’s. Very interesting. I mean, i would i could care less. Who looks looks at mine. I get those e mails. I know it is an option. I can turn off, but i just haven’t. But, you know, whatever. Twelve fourteen people looked at your your your profile this because i don’t care and okay, but so now so if i turn around but you could turn it on and off you can’t you don’t want to you want to be if you want to be naked sometimes and fully exposed could do that if you want to put your clothes on top and bottom tops and bottoms like jammies like foot season, everything right on the twenty years and everything, you know and hoody you could do that to write. Okay, you go back for all right? This is all online. And what i promised was we’re going to go beyond online in real life. But this is all valuable. So we do whatever the hell i want the okay, um, he’s going rogue it’s my show now, it’s not rogue. It sze mainstream sametz dream it’s twenty martignetti non-profit radio. All right, now you have questions that are good for in real life. Real life questions. So let’s, talk about some of those for aa for a couple minutes before we take a break. So what kind of things should we be putting out into? Our among? Our people, because it is not just for us to be asking, but all the people that we just think about a few minutes ago, and also these would work really well in, like i said, a focus group or or a feasibility study type of the situation. So question number one, what do you feel are the most pressing challenges for our community? And i often can’t find that type of information, right? So you’re now you’re getting into the mind of that individual and you’re getting them to talk about what are the challenges that you see, not only with regard to the service types of services that we provide, but in our community? What are the challenges that you see? And then, you know, hopefully from their conversation will will happen around, you know, how does does this particular non-profit even address any of those challenges? And it may not be appropriate that in fact, that’s your next suggestion? What role do you see? Non-profits playing resolving the issues, right? That that are pressing for you, actually, that you feel, you know, i like this, you know? What do you feel? Because you’re asking the person what’s their opinion where their feelings about write something good, open ended questions. Yeah, yeah, yeah. You definitely want to make sure that they are open ended and not just yes or no questions, right? Because what you’re looking to do here is really just listen, um, and and i think that, you know, this is something that i think especially those of us in the northeast. We’re so used to talk, talk, talk, talk that we have that we have trouble just listening. I don’t know you may have that trouble. I don’t feel i have that trouble. Well, you know, you’re already transitioning to the south so well, slowly but that’s like degree of sarcasm. Okay. So, you know, how do you see us fitting into it? Yeah. How do you see are not fitting into this into addressing this particular in need. You know what? How can we help address this need in our community, in the community? Is it appropriate for us to be addressing this need within our community? All right. Do you feel like this should be? It should be a priority for us. Yeah, it is. Or it isn’t. And some of these i think are things that i mean? I hope that fundraisers, frontline fundraisers have in mind, and they are asking people, you know, a taste. These last couple that we talked about, you know, what are we doing right? How do we, how do you think we fit in? How do you feel about the work that we do have to fit into the community? You know, what else should we be hitting on that we’re not things like that, all right, we got to go take our car break. When we come back, we got live, listen, love, et cetera, et cetera, stay with us. Like what you’re hearing a non-profit radio tony’s got more on youtube, you’ll find clips from stand up comedy tv spots and exclusive interviews catch guests like seth gordon. Craig newmark, the founder of craigslist marquis of eco enterprises, charles best from donors choose dot org’s aria finger, do something that or neo-sage levine from new york universities heimans center on philantech tony tweets to he finds the best content from the most knowledgeable, interesting people in and around non-profits to share on his stream. If you have valuable info, he wants to re tweet you during the show. You can join the conversation on twitter using hashtag non-profit radio twitter is an easy way to reach tony he’s at tony martignetti narasimhan t i g e n e t t i remember there’s a g before the end he hosts a podcast for the chronicle of philanthropy fund-raising fundamentals is a short monthly show devoted to getting over your fund-raising hartals just like non-profit radio, toni talks to leading thinkers, experts and cool people with great ideas. As one fan said, tony picks their brains and i don’t have to leave my office fund-raising fundamentals was recently dubbed the most helpful non-profit podcast you have ever heard. You can also join the conversation on facebook, where you can ask questions before or after the show. The guests were there, too. Get insider show alerts by email, tony tells you who’s on each week and always includes link so that you can contact guess directly. To sign up, visit the facebook page for tony martignetti dot com. I’m chuck longfield of blackbaud. And you’re listening to tony martignetti non-profit radio. Big non-profit ideas for the other ninety five percent. We have got live listeners all over the country, it’s amazing, but we’re booming today from new bern, north carolina. Bradenton, florida, and tampa, florida. Basically, we’ve got all this is that this is a first for non-profit radio for sure, we’ve got all five boroughs of the city checked in bayside and rochdale in queens, bronx. Cancel your neighborhood, brooklyn can’t see your neighborhood. Manhattan and staten island got all five boroughs checked in live listener love throughout the city of new york throughout the five boroughs. Also blair’s town new jersey used to go to boy scout camp in blair’s town no, be bosco stood for north bergen boy scouts no be bosco bladders in blair’s town and that’s, where they filmed friday the thirteenth one of kevin bacon’s early movies flight friday, the thirteenth films at that boy scout camp in blast down new jersey live listener love to you blessed town also woodbridge new jerseys with us i’m nowhere altum pandu jersey is where my mother and father are they did not check in they’re checking out there so i don’t know but they’re not checked in we got all way all the way west coast. Can’t washington live? Listen, love out to the upper northwest? Um, i think that’s, everybody so far in the us of a how about germany, multiple cities in germany? Guten tag, spain. I can’t see your city, i’m sorry, but spain, buenos di days. I’ve got a newcomer. Ah, the area of the stars of by john the town is tub breeze and that’s, iran welcome, iran live with their love to you in iran, give us a high five from iran. On the heels of the live listen, love, of course, comes the podcast pleasantries, maria samples getting close to her, mike thinking that’s her time to talk again. But it’s? Not quite because we’ve got to do the podcast pleasantries, she’s trying to cut you off podcast listeners. She doesn’t want me to do it, but her restraints are are ill are feeble against my will to do podcast pleasantries to the over twenty, twelve thousand listeners, whenever you are whatever device i am so glad you’re with us pleasantries to you and the affiliate affections to our am and fm listeners throughout the country. So glad that you are with us as well affections to you on those analog devices glad you’re with us. Ok, marie simple. Now it’s back your turn. You can sit up straight again. Maria sample. You’ll find her at the prospect finder dot com and she’s at maria simple. Um, yeah. So more questions we got. We got some more questions that we’d like to be asking. Yeah, absolutely, absolutely. So these next two questions are very inter related, and they may be difficult for you to ask directly to someone it might work. Better in mohr of aa group situation, and i think it would work really well if you had, i’m going to say, ah, third party may be a consultant or other volunteers, perhaps asking this question, so the questions are, what are we doing right? And what can we improve? Because i think you’re going to learn a lot about how your organization is serving the community. And maybe there is some gaps that that that these potential donors feel thatyou’re not filling but should be filling eso it sounds particularly student to a focus group, right? Or a feasibility study, a consultant asking feasibility study questions of individuals or couples one on one yeah, yeah, absolutely, absolutely. And this next question really has to do more with your communications and how you’re communicating with people and, you know, you know, are we transparent and communicating effectively regarding our programs and achievements? S o you know, i think that fund-raising and communications marketing, pr, whatever you want to call it are they cannot live in silos, they absolutely are interrelated when one one part of that is not going well, it’s going to impact thie other side and vice versa. So i think it is important to have an understanding of, you know, are you over communicating under communicating, you know, sometimes donors feel like, you know, g the only time we ever hear from this organization is when they’re asking for money that’s always about right, right? So, you know, are you adequately communicate? And also, how would you like to be communicated with right? Do you prefer email, paper, mail, phone twitter, you know, how would you like us to be talking to you, right, exactly what channel? So yeah and thiss next question i really like because now we’re going to start to understand, will these people be willing to make a major number seven minutes if you like this one? Where was this number seven? Well, no, i mean, because now we’re getting into more of a major gift flow of questions arc to the right, right? We’re approaching danamon right there, and then we’re going on that we’re goingto leave xena, ok, exactly. Bonem so have you ever made a multi year commitment to a non profit organization? And would you ever consider doing so? So not necessarily to your non-profit to a nonprofit organization ok, you need to go through the next couple quickly. Okay, great. We have a few minutes left and we got to talk about conferences. Okay. Great. Read them off. All right. So how many non-profits do you typically support in a given year? Do you give more to an organization when you are involved in its leadership? Would you like to be a boardmember? Etcetera? Volunteermatch ok. And who else should we be talking to? Excellent. Right? Because you you who have your in your network and you bring to us, right? Who in your circle of influence should we be talking? Teo? All right. Excellent. In real life, go there. Don’t ignore the in real life. It’s it’s it’s part of you being a human being. It’s not all digital. Okay, let’s, go to conferences. If you want to meet in real life, we have a nap. Unconference association of professional researchers in advancement, right? Where’s that that’s, right? So they’re big annual conference it’s their thirtieth actually is happening in anaheim, california. This year on july twenty sixth through the twenty nine, you’re going to be there? I am not. No, i’m not. I’m not going to. Be attending it this year, but i do want to make sure that everybody is, you know, he’s aware that it’s there in case they want to get some extra education and this information as well as a lot of this other stuff i’m going to bring up now is all available on apple. His website, which is a p r a home dot org’s. So that’s apra home dot order s so that’s, the big, the big international conference. A bunch of statewide stuff just passed in in april, but a couple of other upcoming things that i did want to bring to your attention. So if you are members of the florida chapter of apra, they’ve gotta state conference coming up june eighth through the ninth, we’ve got anapa overdrive one day conference coming up in seattle, washington may twenty fifth, there’s a couple of webinars coming up a free one on june fifteenth. Ah, getting the most out of wealth screening and they’ve got one that they’re running in conjunction with a f p called you khun do it research at your finger tips and that’s going to be on august twenty third i don’t know about all these is available on apple home dot org’s. Yes, yes, it iss that’s. That’s exactly where i got it from. Okay, very good. We gotta leave it there. She’s a prospect. Find her again at maria simple and at the prospect finder. Dotcom. Thank you, sir, for being in the studio. I was so glad to be here too. Two force cracked like a fourteen year old is unbelievable. Next week, health care funding options and jean takagi is back. If you missed any part of today’s show, i beseech you, find it on tony martignetti dot com. We’re sponsored by pursuant online tools for small and midsize non-profits data driven and technology enabled and by we be spelling supercool spelling bee fundraisers we b e spelling dot com our creative producers claire meyerhoff. Sam liebowitz is the line producer. Betty mcardle is our am and fm outreach director shows social media is by susan chavez. And this cool music is by scott stein you with me next week for non-profit radio big non-profit ideas for the other ninety five percent. Hopefully i’ll be more articulate, go out and be great. What’s not to love about non-profit radio tony gets the best guests check this out from seth godin this’s the first revolution since tv nineteen fifty and henry ford nineteen twenty it’s the revolution of our lifetime here’s a smart, simple idea from craigslist founder craig newmark insights orn presentation or anything? People don’t really need the fancy stuff they need something which is simple and fast. When’s the best time to post on facebook facebook’s andrew noise nose at traffic is at an all time hyre on nine a, m or eight pm so that’s, when you should be posting your most meaningful post here’s aria finger ceo of do something dot or ge young people are not going to be involved in social change if it’s boring and they don’t see the impact of what they’re doing. So you got to make it fun and applicable to these young people look so otherwise a fifteen and sixteen year old they have better things to do if they have xbox, they have tv, they have their cell phone. Amador is the founder of idealised took two or three years for foundation staff sort of dane toe add an email. Address their card. It was like it was phone. This email thing is fired-up that’s why should i give it away? Charles best founded donors choose dot or ge somehow they’ve gotten in touch kind of off line as it were on dno, two exchanges of brownies and visits and physical gift mark echo is the founder and ceo of eco enterprises. You may be wearing his hoodies and shirts. Tony talked to him. Yeah, you know, i just i’m a big believer that’s not what you make in life. It sze, you know, tell you make people feel this is public radio host majora carter. Innovation is in the power of understanding that you don’t just do it. You put money on a situation expected to hell. You put money in a situation and invested and expect it to grow and savvy advice for success from eric sabiston. What separates those who achieve from those who do not is in direct proportion to one’s ability to ask others for help. The smartest experts and leading thinkers air on tony martignetti non-profit radio big non-profit ideas for the other ninety five percent.

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Schnoll hello and welcome to tony martignetti non-profit radio big non-profit ideas for the other ninety five percent. I’m your aptly named host. Oh, i’m glad you’re with me. I come down with high potro pia, if i saw that you missed today’s show idealware new release, karen graham, executive director, would idealware announces their new publication to help you use technology smarter. She has a discount for non-profit radio listeners, you need to know this organization and it’s valuable work and this new resource antonio, take two sexual harassment in non-profits we’re sponsored by pursuing two full service fund-raising data driven and technology enabled, you’ll raise more money pursuant dot com and by we be spelling supercool spelling bee fundraisers, wee bey e spelling dot com i am so pleased to have karen graham back on the show and in the studio this time she’s a sort after speaker, trainer, writer and consultant with expertise in technology, leadership and innovation non-profit software and digital strategy. As idealware sze, executive director, she leads a team of researchers, presenters and writers who create technology information resource is to help non-profit leaders put their vision into action thereon idealware dot or ge and she’s at karin t gram. Welcome guarantee, graham. Thanks, tony. That’s. A pleasure to have you in the studio this time. What’s the tea for the tea and karen tigre off. Theresa theresa now, karen teresa? Yes, we must. Yes. Ok. Last time you were on the show was from sixteen and t c the non-profit technology conference last year. And you were talking about virtual order eggs idealware is a virtual organization. And you were talking about how to manage that tell us about idealware i really think this is something that i mean we highlighted you made you idealware listener of the week a month, a couple months ago or so. And i really do that for organizations it’s, usually for people. But idealware is outstanding. Tell us i need to know more about how extending it is. Thanks. I think it’s outstanding tio it’s a great place to work and that really a privilege to lead idealware but so here’s, what we do, we are a small nonprofit organization, and we also exist to serve small non-profits actually non-profits of all sides. But i think that the smaller ones that don’t have a lot of internal resource is about technology that don’t have people on their staff can stand to benefit the most from what we dio and are we talking about something like eighty five or ninety percent of non-profits exactly, i mean, this this show is a big non-profit agent for the other ninety five percent when we know that upper five percent has these professionals that you’re talking about, but i don’t know, maybe the other may be a small percentage of the other ninety five does does also, but not very money, right? Well, and we we know, i think your listeners probably understand that technology is really important for non-profits heard rumors to that effect on the show you so hopefully i don’t have to persuade people of that, but but we also know that a lot of non-profits, especially the smaller ones, really struggle to tap into the power of technology and it’s because they’re lacking the knowledge and the skills, and the resource is to really take advantage of it, and so idealware tries to be part of the solution to that, and so the core of what we do is impartial research on technology for the nonprofit sector and i’m gonna stop you at the impartial research partner. Do you object to me saying that you’re the consumer reports of non-profit technology? Some of my colleagues might object to that a little bit, but i think that’s a great shorthand way of describing what i do bilich dahna certainly all the feature you don’t take advertising companies don’t donate their software to you. I don’t think for evaluation do they just do not donate it all right? Ah, so your objective in that respect on dure i think your reviews are my voice just cracked reviews are just as comprehensive, and we’re going to talk about that exciting. We’re gonna talk about that in the announcement. That’s coming up, but yeah, i mean, you’re impartial objective. I’ve been citing idealware reports for years before we met before, i really was familiar with what idealware was just years ago on the show, because someone mentioned one of your reports. That was it was a comparison i think of of donorsearch hannes mint software or it might have been fund-raising software, but but i went through and i read the report and i saw the chart with all the bullets of different features, and it talked about features that you might need based on the size of your organisation and it just since then it struck me as very similar to consumer and just as valuable as consumer reports. People tell me all the time that they have that kind of experience where they’ve come across one of our consumers guides and you’re talking about the consumer’s guide to low cost donorsearch zsystems which is now and it’s, maybe fourth or fifth edition. I am that’s why i’m talking, you have to tell me what i’m talking about, and i rarely know. We just released the twenty seventeen edition in partnership with an ten a few weeks back, you know? Why aren’t you called the non-profit technology network? Well, it’s where they stole it, you should be the non-profit technology network. I don’t think that you know amy amy’s on the show every month, she’s, our social media contributor. Yeah, and there should be a social technology non-profit technology network, not them. Well, they’re they’re the network because their membership organization and idealware is not some of the misconceptions that people have about us, is we’re? We’re not a membership organization. And we also don’t do one on one consulting with non-profits i guess our bottle is more like a publisher in that we’re trying teo create some economies of scale in doing research and creating publications and resource asses that can benefit lots and lots of people, and so much of your your content is free. Yes, we’re not what we’re about to announce. Although we got a discount for this into the cracked voice, we’ve got discount for non-profit radio listeners coming up teasing, but but so much of your content like that survey. But you said i was talking about for five years and consumer guide that was free. I mean, i just went on your website, someone had referred me to it, and we talked about it on the show, right? So so much of your content is free and on our website, people also find workbooks that guide them through different kinds of decision making processes. Right now, we’re working on a new work book, which will come out in another month or two about developing security and bring your own device policies so it’s not just software that idealware covers it’s also policies and best practices and so that’s maybe the difference between idealware and consumer reports okay, that we’re not just doing reviews, but we’re also trying to help people get the most out of the technology that they have with policies and administrative practices things right? So you’re more you’re more robust than your consumer reports, plus that’s a policy in his administration best practices more than all right, all right. Let’s ah, that’s how we want to do this let’s go out for our break a little early when we come back we’ve got the big announcement the major announcement major announcement of the new uh, the new guide on dh then we’re gonna talk through it stay with us you’re tuned to non-profit radio tony martignetti also hosts a podcast for the chronicle of philanthropy fund-raising fundamentals is a quick ten minute burst of fund-raising insights published once a month. Tony’s guests are expert in crowdfunding, mobile giving event fund-raising direct mail and donor cultivation. Really all the fund-raising issues that make you wonder am i doing this right? Is there a better way there is? Find the fund-raising fundamentals archive it. Tony martignetti dot com that’s t i g e n e t t i remember there’s, a g before the end, thousands of listeners have subscribed on itunes. You can also learn maura, the chronicle website. Philanthropy dot com fund-raising fundamentals the better way. Dahna welcome back to big non-profit ideas for the other ninety five percent guaranty graham, karen, theresa graham you have a major announcement major a love letter could say major award was not a major war, but you have a major announcement. What is the publication that is brand new that idealware has it’s the field guide to software for non-profits excellent twenty seventeen version yes isn’t even is even available now. It is now available on amazon, amazon, and i’m excited to say that this year, for the first time, it will be available as a kindle ebook as well as a paper version. Congratulations technology organisation uses smart use of technology all right, so we wanted to do that for a while. So so it is the field guide to software for non-profits, and we have a discount graciously provided by idealware if if you go for non-profit radio listeners, if you go to idealware dot org’s slash non-profit radio couldn’t be simpler. That’s a idealware dot org’s slash non-profit radio you will get the discount. The instructions are right there, and we’re going to say that multiple times throughout the show. Congratulations on the twenty seventeen field guide. Now, this is an updated version of previous work-life s we have published this book before, but it’s been a few years, and so this year we just went through every single word of it, and we checked all the research and updated a lot of thing things. And so this is significantly different than the previous version because, as you know, technology that changes so fast that a book from twenty fourteen is hardly even relevant anymore. So, almost even last year, it’s. Too early last year. Now the field guide. This reminds me of something i had in boy scouts and boy scouts. I had a field guide where it taught how to build a fire. Proper use of an axe. Ah, so it reminded me of my boy scout field guide years is there’s a little thinner? My boy scouts. Well, my boyfriend’s got field guy was more compact page size wise, but it was a it was a fatter thing. Well, and it’s it’s not unlike that kind of field guide, i think. And in two ways one, your maximum ship in there. I don’t know how to build a city teepee. Fire versus log cabin. Fire, you have that we don’t have, you don’t have that. But but we’ve got all the basics of forty some different categories of software in here, but i think the way it’s like that kind of field guide is that it’s it’s, fairly lightweight it’s ah, how many pages is this? About a hundred ninety pages? And so it’s not going to go in depth on any particular subject, just like, you know, with building a fire, you’re not goingto read about all about the history building fires and, you know, three hundred different ways to build fires in different conditions similar to that this is going to spend maybe two or three pages on each category of software, but it will give you everything you need to know on the fly. And and then, of course, if you want to dig deeper into a specific topic, there are lots of other resource is like our consumer guides that will help you do that. Okay, all right, fair enough, it’s also, i think, like like a traditional boy scout field guide or other kinds of field guides in that it’s useful for people who have a lot of experience. But also for beginners. Okay, that is important, right? So you don’t have to be ah, a tech geek, teo, to benefit from field guide, right? And likewise, in my scout longfield gotta remember, boy scouts was founded by i mean, it did have a history, but baden powell latto buy-in powers, the founder of boy scouts. I forget the year i actually even i figure this century, but, ah, lord powell. Nonetheless, um you are probably often asked what is the best software for human resource is or fund-raising management or accounting? And that that doesn’t that doesn’t sit so well. It’s not that’s not a valuable question to ask, is it? Have we talked about this before? I think we either have or i’m just very insightful, so let’s just assume the ladder i’m from the midwest, and so when people ask me questions that i think are stupid, i usually don’t say so outright, okay? I didn’t say stupid i tried to be very nice about it, but i said i’m not the most valuable or helpful question, but honestly, when people ask me what’s the best fund-raising software example inside, i’m thinking that is the wrong question, but the right question is, what is the best fund-raising software for me or for my organization? And that answer will be different for every organization s o that that’s a really key component of idealware approach is that we don’t say which software is the best, but rather we help people make that decision for themselves by understanding a lot of detail about their own requirements. What is possible to do with software and then what they’re different options are and what the strengths and weaknesses of different systems might be. And you have a whole section in the book devoted to selection, selection and implementation, and i’m going to take a little romp through the the table of contents cause i want people to see we’re going to do this. I’m going to just a couple times through the show, but i just wanted people to get an idea of the breath of what’s in this what’s in the field guide me so there’s there’s, a major section on back office and productivity and within that there’s accounting and credit card zsystems document management, email calendar, fire file, back-up recovery firewalls, hr office management, then there’s, a major section on analytics analyzing your organization’s data. Ah analyzing paper data, custom reporting tools, dashboards, maps and geographical information measuring social media, online listening program evaluation. All right, so we’re going to stop there for now, but that’s just a couple of the major sections. I mean, other section collaboration, constituent management. So i just said, we’re gonna stop there and i kept going, but so i get, you know, i’m excited by this because the the number of topics you cover and the depth and then there’s a section on helping you helping choose and in and within each of the conversations, the topics you’re talking about, if you’re small organisation with under a thousand records or a certain budget, you know, this might make more sense than if you’re a larger organizations with a thousand twenty five thousand records, etcetera or larger, you know you’re breaking it down so there’s great value here i want people to understand that, alright discount idealware dot org’s slash non-profit radio okay, and don’t forget the case studies too. I think that’s an important part of this book we start right towards the beginning with three case studies and there’s a fourth one at the end in the implementation section and those what we found is that those were able to put it all together. Those hypothetical yes, hypothetical, but realistic. Yes, syria is very important. Footnote. I was trained in law school. Always read the footnotes hypothetical but realistic. I mean, put together by you by obviously, by the team that wrote this and idealware yeah, right, but they’re all of the scenarios and there are based on riel organization, but we’ve used a little bit of poetic license, i suppose. Okay, you’re out about it. I mean, not you. Well, you’d buried in footnote, but i mean it. Sze imprint, right? Its imprint. You’re right. They are hypothetical case studies, but i think that they help people. Teo, imagine themselves in that situation and think about all the different kinds of software and kinds of decisions about technology that they need to make. All right, all right. That’s going to aa detail now that we know that there is no best package in each of these areas, it depends on your organization. All right. Um, you’ve got a section on what every organization needs. I mean, there seems to be basic. Not what package or what system or whether online. Oh, our cloud based or installed is better. No, not that. But basic areas of function that it seems like every non-profit should be using technology in. Right? All right. So let’s, let’s, let’s, cover a couple. Those like you start with a back office. Productivity. What are some that just every organization ought to be using. Well, just about every organization needs. Some way to manage their files to do file back-up things like that. They also need an e mail system for internal office emails, so and calendars ofthis software for word processing, spreadsheets, things like that. So that’s that’s the type of thing that falls under this category and now, if you’re gonna have email, you’re obviously online, so you’re going to need virus protection, right? And probably should be looking at firewalls to okay, okay, um, and the reason we put that first is because if that stuff isn’t an order, it’s not really worth while to be paying attention to some of the communications and outreach tools it’s it’s like trying to paint your walls when your basement is flooded? Um, you know, there’s just kind of a hierarchy of needs that non-profit has have when it comes to technology, and so you need to take care of the back office and make sure that that stuff is is just working well, you have a solid internet connection, that sort of thing first as a foundation for everything else, let’s not go too far on the home improvement metaphors, because i’m a cz good at that, as i am at sports, which i confused the other day the field goal i thought that was baseball, so i thought that was the three pointer so let’s not go too far get agreed. I’ve tried to repair toilets, i had to replace the handle and i end up cracking the tank. I didn’t have to take it off, but when i put it back on, i tightened it too hard and the islamic cracked unaided old toilet for the for the five, ninety nine handle i was trying to replace aunt, of course a plumber to go with it, so let’s end the home improvement and metaphors and don’t start on sports. Alright, alright, but those constraints okay, so, you know, a lot of times i get the question how do we get to the next level? And some of these basic tools are that? I mean, if you’re if you if you don’t have a good file management system, if you’re working with more than one person, if your organization is more than one person, you need to be file sharing files and they’d be backing them up. So, you know, how do you get to the next level? You need to have this. I don’t want you the word foundation these basics because the foundation is the bottom of the house, so but you need to have these basics before you can get to the next level. Okay, let’s, go a little further on some basics like you talk about the analytics measuring how effective the organization is, right and that that is often the next place that organizations go because using data well is something that can have a huge impact on an organization’s ability to deliver on their mission. Once you’ve got those those fundamentals taken care of, then they’re often moving, too. Um, you know, what kind of tools do we need in place to collect data to manage data and then to report on it and use it to tell our story, but also to make decisions about the organization from day to day about, like, how do we allocate resources? How do we do future planning dahna can help with all of that, and so we cover a number of analytics tools and dahna presentation tools in here, ok, can help with that let’s move to the all important area of fund-raising donor relationship management, things like that, what is most likely needed in place for that stuff and that’s actually, the area that i probably know most about when i was a consultant, i did a lot of software selection process passes with organizations that we’re looking at donorsearch sustainers or grants management systems are or, you know, whatever the appropriate system was for their type of organization. And, you know, these days, almost no one can manage their constituent dahna and excel anymore and it’s becoming more and more risky, i think, to use a customized system, especially as a smaller organization, because the cost of that the cost of ownership for that and the limitations of it can often be really unattractive compared to cloud based systems. And so that you will find in a lot of idealware is work, including in this book, that we tend to nudge these smaller organizations toward software’s, the service and cloudgood based solutions you do especially for data management. Yeah. Okay. Why’s, that why’s our preference for those you think for the smaller or eggs. Well, it’s, there are much more robust features for security. For one thing, i mean that’s, not something. That a lot of people think about straight off, but i do because i want everybody’s data to be secure and well backed up, and so when you’re using a cloud based system, the the level of back-up insecurity is usually much more than any non-profit could afford on its own if they were doing that in house. And so i mean, really, if you are hit by hurricane and you like your office floods, i don’t know you lose electricity, whatever, you can’t access anything there, then if you have a cloud based system, you can go to another location and log in and immediately you have access to everything again. So that’s just one example. Not that people are facing hurricanes very often. Well, the midwest girl tornadoes, it can happen. It could just be a power outage in your local areas are in your office, but your home is okay. Or you can get to somewhere else. Someone else’s home and operate from there. Or you can use your battery and still work. Or maybe your computer just crashes and then you lose a bunch of stuff. If it’s not well backed up, you know. So it was just nice to have all that taking care of it’s also, i think at the then he just for a small organization, teo, just try to take advantage of tools that have been developed based on the most common needs of non-profits like yours and people have a tendency to think that they’re they’re really special, and they are they’re all special, but but sometimes there needs as non-profits or not as unique as we believe they are, and ultimately it can be more effective to just adjust your business processes and your expectations a little bit in order to take advantage of inexpensive, easy to use tools that exist that probably addressed ninety percent of your needs and the rest, you have to question whether those air true needs or if they’re just preferences, ok, you are right, and whether people processes might be able to just adapt right a bit. Now i know that there’s ah, a lot of hesitation to adapt people to the technology. The feeling is that the technology should be assisting us in the way we work. But, you know, if you have to compromise and ten percent of what you what the way you worked to get ninety percent of what you need. It seems like that would be a fair. There’ll be a fair trade off. Yeah, and i hold those two things intention all the time, you know, like, while i’m saying, just compromise and sort of go with with what everybody else is doing at the same time out of the other side of my mouth, i’m saying, like, no, you need to be innovative and on don’t just accept what everybody else is doing, do something different. So it’s, i don’t know some somewhere in between those two extremes is probably the right way. Okay, okay, um, and we’ve had we’ve had guests on actually from talking about subjects like what if your what if technology isn’t your problem? That was a good panel. I think that was from think that was from twenty fifteen. You know, where you’re blaming technology, but really it’s people, attitudes and culture that are your issue. And it was a bunch of software consultants, some of them two of them were our consultants for sales force. You know, help organizations implement sales force in their in their offices, and they were suggesting that, you know, technology can’t solve problems that are people based, i would say amen to that some of their speaking yes, yeah, that that’s part of the reason that in this book, we include the section about defining your needs and making comparisons and managing an implementation process, because there are so many people issues that can easily be overlooked there. And so here’s one example, i talked with an organization that had gotten new software maybe a year ago, and they were the executive director was so frustrated because nobody was using this new software, and i started to ask him questions about their process and, you know, like, who was involved in selecting the software who had input into this? And she said, well, it was it was a boardmember who just sort of did this as a project for us, and so they researched options, and they recommended a package, and then we just went with that, and so the staff who were the end users of the tool had no input into the process at all, and they felt that it was being imposed on them on dh, so of course they’re going to kind. Of dig in their heels and and not go along with that and because, first of all, they didn’t feel included, and secondly, it didn’t meet their needs the and they hadn’t had a chance to express those needs. And so there are a lot of things that you because they weren’t included, right? Yeah, there are a lot of things that you could do early on in a process like that that paved the way for user adoption down the road and that’s important because you could spend easily, like forty, fifty thousand dollars on a case management system, which is one of the categories that’s covered in the field guide just in the first year, and if people aren’t using it, that is a lot of money that’s being wasted and that’s a huge opportunity cost as well, because if you’re not using the software for what it’s intended to do, then you know, maybe you’re not serving people as well. Maybe you’re not getting good data about the impact of your work, and that inhibits your ability to raise money in the future. And, you know, there’s just like a lot of consequences to a bad software. Decision and a badly run implementation process if you want to find that that show that i was talking about the panel which deals with the issues that karen is just mentioning, i don’t know what we called it for sure, but i remember two of the guests that were on it, and i think one is an idealware adviser robert winer. Yes, right. He’s a good friend of ours. So you could go to tony martignetti dot com search. His last name, whiner w e i n e r and also tracy kronzak was on that panel. So k r o n t z a k. So if you searching through their names, you’ll find that that particular show um okay, let’s, let’s start to go into a little detail about your expertise, which is in the constituent relationship management and donor management system area, right of the of the book. Um, what’s ah, where should we? Where should we start when we’re talking about constituent relationship management? Well, probably idealware is most popular. Resource is air about donorsearch zsystems so that’s that’s maybe a good place to start because every non-profit organization, i think, has donors and so reserved about them to manage you won’t be an anarchist than all right, we’ll do it your way. Uh, is the donor management is a subset of considering management because they’re they’re wanting some of your donors and the others are vendors and employees and volunteers, right? All right, so you don’t know management let’s go there, let’s, go there. What do you want to know? Where, um i wanna take a break, and then we’ll compose our thoughts about dahna management systems and count and i will will continue very shortly. First, i need to talk about pursuant. They have their fund-raising camp coming up and this is a one day intensive on site. It will challenge the way you think about identifying major gift prospects and managing a portfolio and managing and managing a relationship pond leading up to your your solicitation you’re asked. I know you need to raise more money. I hear that all the time. And if you want to take your fund-raising to the next level, aside from software, obviously what we’re talking about all day today. But in addition to that, there are processes that you need and relationship management methods and that’s. What this boot camp will help you with and space is limited. They aren’t keeping it to a small group. It’s the fund-raising boot camp you go to pursuing dot com click resource is and then training we be spelling spelling bees for millennial fundraisers fund-raising it’s a night out to raise money for your organization this is not a night that is benefiting half a dozen organizations. These are custom made for you in your location and it’s not your seventh grade spelling bee with dance and stand up comedy and live music, et cetera. It’s all gets set up, it’ll get set up for you it’s your organization’s fund-raising night check out the video is that we be e spelling dot com and they get in touch with ceo alex career and you could find out more it’s all that we be e spelling now. Tony steak, too sexual harassment in the non-profit workplace i’m interested in what your experiences it’s, timely it’s in the news and i but i don’t see anybody talking about it with respect to non-profits, but pretty confident it’s there i blogged this not this exact topic in two thousand eleven, i blogged about sexism in the non-profit workplace not identical, i know that, but that’s the closest i’ve come to this topic before now, and this the stories were rampant. It was my most commented post that was back when i used to write block post now, of course, it’s all video, but it was the most commented post, so since it’s in the news, i’d like to bring it home to non-profits and i’m interested in aa hearing from victims hr professionals, attorneys richness is to something inappropriate. Anybody with an opinion about sexual harassment in the non-profit workplace let’s, talk about it. You can comment anonymously on the video i disabled the requirement for email address so you can do it anonymously, and the video is at tony martignetti dot com that is tony’s take two. Karen graham is the executive director of idealware idealware dot or ge she’s at karin t gram and i need to take my another romp through the contents of the field guide on section five collaboration board support software elearning file sharing internets and portals learning management systems online chat section six constituent management, which we’re about to talk about. Well, i was going to talk about it broadly, but karen anarchist so would do it her way. But there is a section on constituent relationship management, advocacy oriented cr, ems all in one case management donorsearch panitch mint systems volunteermatch judgment zsystems um fund-raising and events a major, major what’s their crowd funding a peer-to-peer fund-raising systems event, an auction management event registration foundation grants research, online auctions, online donations amazing. I’m just reading through the table of contents you’ve got to get this thing is the field guide two non-profit to software for non-profits and of course, your discount is at idealware dot or ge slash non-profit radio get the get the get the darn thing. Get the discount. You gotta have this thing. It’s an amazon forgot. Take him and that’s it. That doesn’t say anything, but you gotta have this lots of things on amazon that are worthless, but this is not among them. All right, thank you for indulging my romp through the contents, etcetera. Okay, so if we’re gonna talk about dahna management way, dont have to dive into that, you know, we’re not going back now. Now we’re not flip flopping. No use committed me. All right. Um, we need to use the book says for most of the ability to handle both gifts and pledges, including recurring gift that sounds pretty basic. We need to handle these things, right? Right, ok, where do we go? How do we decide or what should we be thinking about in determining what’s, our what’s, the best dahna management system for us? Well, some of the things that i think differentiate different fund-raising programs are how much they emphasize pledges and recurring gifts, although more and more, almost every non-profit is doing that these days. There also are some differences in these systems in terms of how they handle relationships, and i don’t know if that’s actually i don’t i don’t really see that highlighted here, but that’s something that i have personally found varies a little bit from one system to the next. So just to get a little more more specific on that let’s say that my husband and i are both involved in an organization we give jointly as a household, but i’m on the board of directors and he is not he volunteers for another particular activity, but i don’t, you know, so we each have our own individual relationship in preference is related to this organization. So it’s a rocky marriage, it’s not table, is not stable marriage it’s a great marriage, you know, but but partly because we sometimes do our own thing. And so organizations need constituent relationship management system that can honor people as individuals, but that can also treat them in some cases as a household. So that’s that’s a feature that i think it’s important to look at and see if that seems user friendly to you, you and and sort of meets your needs there. Another thing that might be a priority for some organizations and not for others is whether the system is is available not just available, but really functional on a mobile device so that’s essential. I mean, don’t we know, like something like seventy five or eighty five percent of emails or something are opened on mobile devices now and websites needs? I mean, if your website is not mobile response of your donation pages, not mobile responsive. I think you’re way behind the curve that’s his standard at this point, but i know that’s just elearning but let’s say, you know, i’m a development. Director, do i want to be able to look up a donor right before i’m going to meet with them while i’m on the train and just read a little bit about their history or after my meeting? Do i want to be able to log some notes and created follow-up task about that donor on my phone? Those are things that some systems support really well, and others really don’t, and you’re probably not going to find great support on a mobile device for complex reporting analytics assembling a mail merge, you know, that sort of thing is what you would rip out your desk, right? But but some of those things related to meetings and interactions with donors are some systems support that really well on mobile devices, and and others haven’t really made that a priority yet, i would say they’re probably all moving more in that direction. Okay, okay, um, credit cards, we gotta talk about credit card processing and often that is handled by a third party. So for example, i actually try not to name specific technology vendors very much when i when i talked like this because i don’t want to give the impression that idealware favors one over any of the others. But i will say the book has reviews, it does it doesn’t kayman number saying and think, yeah, yeah, also for credit card prices processing, i can tell you idealware has an account with authorized dot net as our payment processor and and that integrates with our donor management system and so that’s a very common way of doing it. You’ll have a payment gateway that actually handles the credit card processing. But then the data is shared with your donor zsystems and that’s, where all the records of the gifts and donors and histories live. Okay, i don’t want you holding out on non-profit radio listeners. I mean, the discount is very nice, but we gotta go beyond that’s. Just the money we get value. Okay, you’re not holding back. I won’t let you. Um, yeah. And the book actually is very clear about naming. Like i said, different different vendor’s alternatives. Pricing. What might be appropriate for your size organization, etcetera. Consumer reports, plus reports. Plus just report. Yes. Um, can we talk a little bit more in general about serum? Do you mind if we could just get me off! You took me off. Well, we’re just we’re lifting off. You know, we’re in the helicopter were just going up higher and metaphors flying. I don’t know what a pilot either. All right? Yeah. Let’s talk about you because i think you feel strongly about it. You tried before and i said no. And now you’re back to it a third time. Okay? I’m just going to keep pushing. We would like to say i i think it’s important to look at it. We could wrap latto out. Let’s, move to fund-raising. Go ahead. What do you want, it’s important to look at? The whole landscape of different kinds of serum. And one one choice that people have to make is do they have it all in one constituent relationship management system? Or do they have specialized tools for different purposes? So think about it non-profits constituents, their donors, clients or service recipients. You know, whatever that might mean for your organization patrons, maybe, maybe its members, volunteers. And there are a number of different kinds of constituents that non-profit is interacting with. And what about vendors? I mentioned vendors could be included in here. Definitely. Okay. Trustees mean there are higher level of volunteer, right? That’s. What? I think that’s should be treated as a separate constituency. Okay, so lots of i mean, there are probably thirty or forty different kinds of constituents that the car brainstorm if you took the time. So so one way to do it is to choose one tool like one. Great to rule them all. You know, one one tool that sort of does everything. And in the book, we describe that as the swiss army knife approach. So if you think about a swiss army knife it’s, a great multipurpose tool that you can put in your pocket. It’s, inexpensive, lightweight. If you need to build a house, you’re probably not gonna use a swiss army knife, right? Yeah. That’s. My problem about specialized tool when i try home improvement that’s my toolbox. Yeah, on the tweezers. I didn’t find very valuable for the toilet repair. Well, so if your needs are pretty simple and if simplicity is important and if a low cost is is really essential assed. Well, then that’s what’s army knife approach might actually be really great. I mean, it doesn’t have a phillips and a flathead screwdriver way. Really versatile. Gotta fish. Official remover. I mean it’s de scaler. I mean, my swiss army knife is quite robust. Probably got eighteen or twenty things on there, so we have some exam glass screwdriver. Thie i glad the way the eyeglass screwdriver weaves into the corkscrew. It’s. Amazing. Have you seen that the corkscrew hold the eyeglass screwdriver because it has a little groove and it rolls into the corkscrew. He’s. Brilliant. Brilliant. So don’t don’t diss my my swiss army knife. All right, well, i’m not s o those those all in one kind of tools. They could be great. They work, they can work. All right. That’s, one way of doing it. But there are also choices for first specialized tools. And so there are a set of software applications for case management, which is that’s, where you would keep track of your client’s service recipients. There are some very specialized tools that are made for arts organizations that handle data about patrons. Ticketing not sort of thing. There that’s that’s a whole other events event ticketing, event processing, payment, processing, sponsorship. Okay, that’s a digression. Goods are their specialized tools for membership. Organizations or for association management, clearly, for doner management, we’ve we’ve probably talked about that enough your expertise there are all sorts of lt tools in this this space as well, and s so if you’re using maybe three different things one to keep track of your client’s one for donors, one for volunteers, then you likely need some way to tie that all together. And so that might mean an a p i that might mean just a process of wei have jargon jail on non-profit radio a p i that you know, i’m not even going to say what that stands for, ok, what is because it doesn’t matter what it means. Is it’s just a way for different databases to talk to each other? The way for them to exchange data? I’ve heard the phrase a p i call it’s a calling data from another system or table or something like that, right? All right, sharing data. Watch your step non-profit radio jargon jail. So there are more and more ways that air developing now to share data between systems, i think that’s becoming more important as organizations become more sophisticated and start to use more of these specialized tools, but then they think, well, wait a minute. What if we want to know how many of our donors are also volunteers? We need to get those system to talk to each other. Okay? And that’s tables, tables all talk to each other in the background, right? The tables are all talking to each other. It’s gonna be okay? Yeah. All right, all right. That’s, that’s. I have a degree in information system, so i know about tables and all right? We don’t have a prize when i was in college, though. All right now there’s some gold here when you start to get into actual talking about particular system donorsearch panitch mint systems. Um, let’s say, you say among the best values for organizations starting out or that have a small list fewer than a thousand records is little green light. I hope you don’t mind me saying this that’s missing that’s in the book it’s in the guy uh uh, which offers a basic package at four hundred twenty five dollars, plus discounts for new users via text soup. All right, so i mean that’s, the kind that’s. A level of detail that thing gets the guy gets it. I mean, it actually starts talking about now. Let’s, talk a little about tech suit, but some people may not be acquainted with with what that is and how it can help there. Technology work pre-tax soup is wonderful. There, there. Ah, good front of idealware as well along with and ten and texas does many different things, but one thing that’s really relevant here is that they are a distributor of discounts on software and hardware tools for nonprofit organizations. So so, for example, if you want to get adobe products at a deep discount, then you khun sign up for tech soup. You can register with them, and then you’re able to do that. I got my headset, which i used in my home office. I’ve a wireless had said at about an eighty percent discount, and the box came packed with tootsie rolls. Uh, and i got that through text soup. So cubine ended the cookie rolls. Well, it wasn’t actually. Valium sets dot com, i think, but they distribute their non-profit discounts through text soup. So eh? So if you’re looking for any of the software that is covered in the field guide or really any kind of technology tools for your non-profit i think it’s it’s good to at least check tech suit to see if they have a discount and not just not just software. I didn’t realize that i thought it was i i just always thought it was software, but you got you got headsets. So any technology product you’re looking for, right, look for tech soup. What’s their site was its text soup, dr dot or ge. And i should spell that since we’re on the radio because the other day i was talking to somebody about it and they said, oh, so what’s the website for duck soup. Duck soup, right? Marx brothers? Yeah. So it’s th s o u p dot org’s. Okay, okay. Or should i say e at the end, it doesn’t have any at the end of soup right now. The french tc h s o u p dot or ge? Yes. Okay. Okay. Texas dahna excellent hardware, too. All right. Um, you know, you talk about donorsearch prophetic. You talk about the bloomerang zsystems you’re going to blackbaud i mean, this is to me this is just gold. Um, all right. Let’s, take a break. And when we come back, i may get into a lot more of this gold because we should. We should share some of this with listeners. Stay with us. Like what you’re hearing a non-profit radio tony’s got more on youtube, you’ll find clips from stand up comedy tv spots and exclusive interviews catch guests like seth gordon. Craig newmark, the founder of craigslist marquis of eco enterprises, charles best from donors choose dot org’s aria finger do something that worked. And naomi levine from new york universities heimans center on philanthropy tony tweets to he finds the best content from the most knowledgeable, interesting people in and around non-profits to share on his stream. If you have valuable info, he wants to re tweet you during the show. You can join the conversation on twitter using hashtag non-profit radio twitter is an easy way to reach tony he’s at tony martignetti narasimhan t i g e n e t t i remember there’s a g before the end he hosts a podcast for the chronicle of philanthropy fund-raising fundamentals is a short monthly show devoted to getting over your fund-raising hartals just like non-profit radio, toni talks to leading thinkers, experts and cool people with great ideas. As one fan said, tony picks their brains and i don’t have to leave my office fund-raising fundamentals was recently dubbed the most helpful non-profit podcast you have ever heard. You can also join the conversation on facebook, where you can ask questions before or after the show. The guests were there, too. Get insider show alerts by email, tony tells you who’s on each week and always includes link so that you can contact guests directly. To sign up, visit the facebook page for tony martignetti dot com. I’m dana ostomel, ceo of deposit, e-giving and you’re listening to tony martignetti non-profit radio. Big non-profit ideas for the other ninety five percent. I’m gonna continue my jump through the table of contents there. Section eight is communications, email, broadcast, email, email, discussion lists, graphics and multimedia mobile under mobile has broadcast texting mobile, aps, mobile friendly websites, social media, of course, facebook, linkedin, twitter, web’s under websites, content management systems, landing pages and micro sites online advertising search engine optimization. All this in the table of contents for the field guide, section nine choosing an implementing software. And karen and i are going to talk about that no in a fair amount of detail, so you get the guide for god’s sake, what else can i say? Idealware dot org’s slash non-profit radio field guide two software for non-profits don’t go to amazon directly go teo idealware dot org’s slash non-profit radio get your discount and then you’ll you’ll end up in the amazon, but get the discount the insider discount for listeners. Okay, karen let’s, talk a little about some detail or so i read about about little green light. You recommend you like that, one would say, you know it’s, not like you say, you know, best buy or something, but it says among the best values for organizations with fewer than a thousand records. Little green light people should look at that, right? A little green light and all of the suffer companies that were mentioned here were well rated in our consumer guide. Okay, we’re goingto fair now, right? We’re going to talk about more. So still talking in that up to a thousand records section dahna perfect. You like them? Well, sure, they were also very well rated. And don’t think that that is it’s a system that has some more robust features that might be useful to a slightly larger organization. Now, how do you how do you know this? All right. So i read that sentence before. Among the best values for organizations. I have a small list. A few thousand record, little green light, and now we’re saying don’t perfect. And also bloomerang is another one. How do you know what? What? Going testing. Is he’s gone through? Well, i’ll tell you about our research process. How did what’s behind this sentence that says, among the best values, how do we know that i should say that in every single one of these categories we have done some level of research in the constituent? Relationship management category. We’ve done a great deal of in depth research to compare these tools. So this is this is one of the most well research sections of the you’ve done, the research idealware itself has done the reese right and it’s not that we have used every single one of these systems, but we have we’ve talked teo a number of people who have expertise in the field and gotten their ideas about what are the important features and what are the important products to look at. And then we have looked at thirty some products and conducted demonstrations. We’ve surveyed them to get their answers to a long, long list of questions about features and capabilities and pricing and on and the company itself, you know, is it a stable company, that sort of thing? So so we’ve conducted quite a bit of research there, and then we’ve also for our consumers guide too low cost bonem management systems, we’ve done in depth demonstrations of a number of thes systems that go beyond the initial demonstrations and there, you know, maybe two additional hours of looking through every detail of what the software khun d’oh. Okay, excellent. That’s another great we shot that you mention that before the consumer guide, right? Yeah. All right, um, and we also fact check all that data with their all that information with the vendors as well. So before we publish anything they will sign buy-in off that what we’re publishing is factually accurate about their product. You mentioned bloomerang also has an availability for up to a thousand records, right? So that’s, another one to look at and that’s kind of a newcomer to the market that did not appear in the previous edition of the field guide. Not that they’re brand new. They’ve been around for several years now and are pretty well established. But that is an example of one that’s a little bit newer is j love bloomerang is that j dellaccio he’s been on the show years ago? First rodeo what’s, not his first round. I don’t know if he was with bloomerang then, but he’s been on the show also mentioned su mac offers a free basic cr m for up to five hundred records and charges just two hundred forty dollars a year for five hundred two thousand records. Right? Semak when that’s just one example of a number of these tools that are very affordable, even for tiny organizations. So we’re finding that even like some volunteer run organizations that have a budget, maybe even under one hundred thousand dollars a year are still finding that it’s valuable to them to invest in dahna management software and if they can get it for, you know, thirty, forty dollars a month, then that’s affordable? Fair enough. I agree, all right? And then, uh, there’s blackbaud i mean, they’re they’re in the small market, too. Um, blackbaud offers e tapestry the field guide says, yeah, okay, that’s, another option to look at. And i mean, in my opinion, where blackbaud really shines is with mohr enterprise applications and larger organizations, but they do have a product that was well reviewed for smaller organizations as well. Ok, that’s z tapestry, you tapestry, right? All right, we’re going to switch. We’re going, toto, how to choose what is best for your organization choosing implementing, um, number one. You want us to define our needs? You mentioned this before. We’ll say we’re more about this, right? Well, and actually, i would back-up from that, i think the static the first step is to determine whether you really need new software or not. Okay, so back to the story i told before where there was a softer package that was chosen without a lot of input from the staff there there wanting to change to new software, you know, they just want to start over, but is that the best thing for them? Maybe maybe your existing system can be modified added on to so let’s, talk to our vendors for the existing system and see if that can be scaled uppers or modified someone write about this already. I know. Yes, that zoho storming through the third cat. Why go through the tremendous effort and expense and frankly, a drain on morale, sometimes of making a software change? If you don’t really need tio drink, sometimes it’s better to improve what you have and and make sure that you’re not changing. Make sure that you’re not thinking that it’s a feature problem when really it’s a user adoption problem. People get confused about those things, the way people are using it versus what it might be able to do, right? That’s the distinction you’re making okay and that morale problem comes about because it’s, you know, if you’re if you’re doing a significant stuff where change learning a new system is a big deal it’s a big change in an organization it isthe alright, your says i can take up a lot of people’s energy and it can also productivity khun suffer for a while. It’ll probably bounced back up to a higher level than previously once you’ve gone through that, but productivity khun suffer during a change for sure, all right, after we know what our needs are, we go to a short list right a couple times, but i just have like a minute and a half left for this topic, i would suggest looking in depth that no more than four and take control of the demos. That’s my best advice for people who are shopping for software don’t just listen to the vendors jogging will fly through screen sharing and they’ll fly through for forty five minutes, but but but but you don’t even know if they want to impress you and show you all the bells and whistles and, you know, that’s great! I used to sell software i know i know how. That is, but but you want to make sure that you’re seeing the things that are most applicable to your situation and seeing the same thing would say, you look at three different vendors. You want them all to show? Like, how do you enter a pledge, or or whatever it is that you decide is an important business case for our use case for you. You want them all to show the same thing so that you could make a fair comparison. We just have to wrap up with the idea that you might need a consultant. You might consider getting a consultant to help you with this software selection, right? And having been a consultant, i can say that if you do some homework before you work with the consultant, that will be a much valuable, more valuable engagement for you. And it actually will be probably more enjoyable for the consultant as well. If they have a well educated client who knows the right questions to ask and has thought through their needs a bit before they start working with you. But it is sometimes very valuable. Tohave a consultant walk side by side with you and help you with this process it’s the idealware field guide to software for non-profits non-profit radio listeners get the insider discount goto idealware dot org’s slash non-profit radio karen graham you want to follow her on twitter? She’s at karin t graham t for theresa and the organisation with all its outstanding resource is is that idealware dot or ge? You gotta check this organization out and the field guy just get the darn thing. How many times have i said it? Karen, thank you so much. Thank you, tony. Real pleasure. Next week, it’s risk management day healthcare funding and data breaches and don’t glaze over because we’re gonna make this fine and interesting. If you missed any part of today’s show, i’d be seat. You find it on tony martignetti dot com responsive by pursuing online tools for small and midsize non-profits data driven and technology enabled, and by we be spelling supercool spelling bee fundraisers we b e spelling dot com. Our creative producer is claire meyerhoff. Sam liebowitz is the line producer. Betty mcardle is our am and fm outreach director shows social media is by sea soon chavez and this cool music is by scott. Stein, be with me next week for non-profit radio. Big non-profit ideas for the other ninety five percent. Go out and be great. Hey! Buy-in what’s not to love about non-profit radio tony gets the best guests check this out from seth godin this’s the first revolution since tv nineteen fifty and henry ford nineteen twenty it’s the revolution of our lifetime here’s a smart, simple idea from craigslist founder craig newmark yeah insights, orn presentation or anything? People don’t really need the fancy stuff they need something which is simple and fast. When’s the best time to post on facebook facebook’s andrew noise nose at traffic is at an all time hyre on nine a m or eight pm so that’s, when you should be posting your most meaningful post here’s aria finger ceo of do something dot or ge young people are not going to be involved in social change if it’s boring and they don’t see the impact of what they’re doing. So you got to make it fun and applicable to these young people look so otherwise a fifteen and sixteen year old they have better things to do if they have xbox, they have tv, they have their cell phones. Me dar is the founder of idealist took two or three years for foundation staff, sort of dane toe add an email address card, it was like it was phone. This email thing is fired-up that’s why should i give it away? Charles best founded donors choose dot or ge. Somehow they’ve gotten in touch kind of off line as it were on dno. Two exchanges of brownies and visits and physical gift. Mark echo is the founder and ceo of eco enterprises. You may be wearing his hoodies and shirts. Tony, talk to him. Yeah, you know, i just i’m a big believer that’s not what you make in life. It sze you know, tell you make you feel this is public radio host majora carter. Innovation is in the power of understanding that you don’t just put money on a situation expected to hell. You put money in a situation and invested and expected to grow and savvy advice for success from eric sabiston. What separates those who achieve from those who do not is in direct proportion to one’s ability to ask others for help. The smartest experts and leading thinkers air on tony martignetti non-profit radio big non-profit ideas for the other ninety five percent.