Tag Archives: nptech

The 15NTC Videos: 1-4

Tony Martignetti Nonprofit Radio video interviews from the 2015 Nonprofit Technology Conference, hosted by NTEN, the Nonprofit Technology Network. These are the first of 25 #15NTC videos, on YouTube at realtonymartignetti.

Nonprofit Radio for August 21, 2015: Online And At Risk & Your Board’s Role In Executive Hiring

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Diane Oates: Online and at Risk?

Do you accept donations online? Have a “donate now” button? Are you using crowdfunding sites? You may need to register with lots of states, not just your own. Diane Oates is an assistant attorney general in the consumer protection division of the Florida AG’s office and a former National Association of State Charities Officials (NASCO) board member. (Originally aired July 11, 2014.)

 

Gene Takagi: Your Board’s Role in Executive Hiring

Gene Takagi

Gene Takagi, our legal contributor and principal of the Nonprofit & Exempt Organizations law group (NEO), walks us through this important board responsibility: hiring the executive officer.  (Originally aired July 11, 2014.)

 

 

 


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Hello and welcome to tony martignetti non-profit radio big non-profit ideas for the other ninety five percent. I’m your aptly named host. Oh, i’m glad you’re with me. I’d be stricken with dextrose gas trea, if i was forced to stomach the mere hint that you missed today’s show online and at risk, do you accept donations online? Do you have a donate now button? Are you using crowd funding sites? You may need to register with lots of states, not just your own. Diane oates is an assistant attorney general in the consumer protection division of the florida attorney general’s office and she’s, a former national association of state charities officials boardmember that’s nasco and that originally aired on july eleventh twenty fourteen also, your board’s role in executive hiring jean takagi, our monthly legal contributor and principal of the non-profit and exempt organizations law group neo walks us through this important board responsibility hyre ing the executive officer that’s also from the july eleventh show last year on tony’s take two, i’m not speaking to the new york times we’re sponsored by pursuing full service fund-raising data driven and technology enabled, you’ll raise more money pursuant dot com here is online and at risk with diane oats with me she’s an assist, associate assistant attorney general in the ohio attorney generals charitable law section. She had been with the office for eight years. Managing a broad range of cases, including charitable gambling and charitable solicitations. She has handled multiple investigations and enforcement actions and is ohio’s point person for multi state enforcement actions. Diana it’s, welcome to the show. Thanks, tony, for having me on. Thank you very much for holding on. Sorry about that. No problem. I hope you enjoyed the music. Oh, i did, um, let’s. See, so these are laws that non-profits have to comply with. And a lot of these laws haven’t really kept up with the new solicitation methods that that charities have that’s correct. A lot of the laws are are older and do not address any sort of internet solicitations. Ah, there are such guy lines is the charleston principles which charities can follow in determining whether they need to register in a variety of states that they are soliciting online right? And we’ll get a chance to talk about the charleston principles. It’s, it’s, but there’s there’s not only online. But then there’s also the mobile giving world, of course, and that is growing by leaps and bounds. We actually just had a multi state they nasco it’s, the national state association charity officials put out some wise giving tips for charities on how to manage ah, and be wise on the internet when doing any sort of mobile giving or any sort of internet solicitation. So you definitely charity should be definitely protecting their brand and making sure they know who is soliciting for them on the internet. Um, and we’re going to get to that document in the wise giving tips the primary question, i think, is what what is a solicitation? And unfortunately that really varies from state to state, you’re correct. In a lot of states, the definitions might be a little bit different in ohio. Uh, it is when a person asked for anything of value, so it can’t be money can be time, and that donation would benefit a charitable organization or a charitable purpose and that’s that’s fairly consistent across the states. But but there are there are nuances when you start to drill down into well, okay, so sending us mail asking for a donation. That’s, that’s. A solicitation everywhere but as you start to go down, too, email oppcoll having a donate. Now, button on your site, driving people to the donate now button that’s, where it starts to get a little murky across the states. Definitely, and that’s, where the charleston principals come into play, and that’s, where the differences arise, because i believe only two states, tennessee and colorado, have adopted the charleston principles into law. Ah, many other states, including ohio, used them as guidelines for when to determine if a charity needs to register with our state if they have such a thing as it donate now, button or any sort of online solicitation. Okay, so we know that they’re adopted in only two states. Right now. Suppose you’re not in aa one of those two states. Can you just pick up the phone and talk to somebody and ask whether they use the charleston principles as guidelines? I would advise calling either the attorney general and your state or the secretary of state’s office, whichever office has the charity regulator located in it and see how they treat the charleston principles you could call up if you’re in ohio, call up our office, we would be able to tell you we used merely as guidelines to guide us as to whether charity needs to register. Obviously, if you are located in a certain state, if you’re located in ohio and you’re soliciting from there, you would have to register anyways, if you’re not let’s, say you’re located in west virginia, then we would go through the factors with you to see if you would need to register in ohio simply by having a donate. Now button on your website. A lot of times, though, i find clients make a call like that, but ultimately the final responsive to get is always we can’t tell you or we can’t advise you whether to register, okay, that and that might be the response in some states and ohio. I mean, we we would try to help you out as much as possible again, we can’t give legal advice, but i mean, i think we could steer you in the right direction isto whether you would need to register or not looking at whether you are, you know, mailing or emailing any solicitations to someone in ohio, if you are soliciting through an interactive website meaning you can collect donations straight through that website and whether you’re these are the two big factors whether you’re specifically targeting a person in our state or whether you’re receiving donations from a purse from people in our state on a repeated an ongoing basis or substantial basis, that so we would go through those factors and try to work with the charity to figure out whether you need to register here or not. We would definitely do that, ok, maybe ohio’s friendlier than a lot of states that that may very well be, but and i’m not saying it’s not worth the call it’s just that because it definitely is worth the call. As you said, either to the attorney, general’s office or the secretary of state, it is worth the call. This is that sometimes, you know, the ultimate answer should i register falls on usually it falls to the to the charity and, you know, and they’re sort of referred to their legal advisors, but it’s still worth the call because, um, you can you can get a fair amount of help. Definitely. Okay, um, we have just about a minute or so before break. Why don’t you explain what thes charleston principles are just so so everyone’s acquainted with them? Sure, they are guidelines which, uh, charity can follow, too. See if they should register in a state merely if they are soliciting on the internet. So what they need to look at if they are domiciled in a state, they will probably need to register there. And what i mean by domiciled is if they have their principal place a business in that state, if they’re not domiciled in the state, they need to look at there. Ah, non internet activities. And if those alone would cause them to register in that state, like if they’re mailing or calling people in that state, they would need to register if they are just asking for donations through their website. And if they’re either specifically targeting people in that state on their website for donations or they’re receiving contributions from that state on a repeated and ongoing basis for a substantial basis, then they would need to register in that state all about looking at the contacts in that state. All right, we’re going to take this break. When we come back, we’ll find out where we can see the charleston principles. They actually happen to be my subway read. I carry them with me all the time, and i read them every, you know, like, every six months or so, i just go back and read them on ben. Diane and i will we’ll keep talking about what’s a solicitation on, including talking about crowd funding sites to stay with us. Could you tell at the beginning of that interview that i was badly out of breath? That’s because i was late to the studio. This was the one hundred ninety ninth show. Andi was the first time i had been late. I had teo either called or texted sam. He had to play the music. I like one and a half times over by the time i got here i had run from the subway, which which is what held me up. So yes, if you if you thought i was out of breath, you were right. And then i i was looking forward to the two hundred show and hoping that i wouldn’t be late for that which which i was not let’s, do some live. Listen, love before we go to this break st louis, missouri clifton, new jersey i used to hang out at clifton a lot because my grandmother used to work at a big pharmaceutical company in clifton son of a gun. Which one was that? I don’t think it was mark. Well, there was a big pharmaceutical company i don’t think is very big and clifton anymore, but she used to work there and i would go meet her after and then my parents were dropped me off. We’d meet her there, and then she would take me to her house. That was in clifton, and we have another us, your masked we see you, we just don’t know where you are. So could be the nsa, fbi, cia, some other acronym. We’re on to you, and we are we are investigating. Also, let’s go to aa japan, konnichi wa, too, in chino, maya and mexico city, mexico, is with us. Also. Hola, que tal that’s really about the best i can recall from from high school, but that’s not so bad. I mean, i think, it’s, how you doing? Right. Holacracy tall tower, mexico city listeners and there’s more to come. Let’s, go to this break, and then we’ll go right back into this interview with diane oats. 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 got lots of live listener love, let’s start domestic because we’ve got a lot of foreign listeners, of course, but let’s start domestic bethpage, new york. Many in bethpage don’t know who’s in bethpage do you know each other in bethpage live? Listen, her love to you there. Beverly, massachusetts, new bern, north carolina. I just spent some very nice time in north carolina. Thank you. New bern. Columbus, ohio. New york, new york. Live listener loved each of our live listeners. And, of course, there are more podcast pleasantries, of course, to those listening on the time shift where the iran a treadmill car, subway airplane, wherever you are, pleasantries to you. Nine thousand plus ofyou. Okay. Diana it’s. Um, let’s. See, where can we? What? We find these charleston principles to go and read them ourselves? If we would like to do so, i believe they’re located on the nasco net website. You can go to nasco net dot or ge. Okay. And that’s an a s c o net dot org’s the national association of state charities officials of which you are a boardmember. Yeah. And that’s, the organization that created the wise giving tips documents. So while we’re talking about finding documents, what what’s the full name of that document? Sure, it’s the internet and social media solicitations wise giving tips and the tips are for three separate audiences for charities, donors and fund-raising platforms, and it gives recommendations and tips on how to give and fund-raising wisely online. All right, the internet and social media solicitations wise giving tips and that’s also on the nasco website, right? Correct. Okay, crowd funding the crowd funding sites. Those raised a lot of questions. I get this a lot when i’m doing speaking, what if we are using crowd rise or deposited gift? What do who’s supposed to register them? Right? If you’re a charity again, i would direct the charity to the charleston principles. Usually on those websites, you’re not targeting a specific state unless maybe an event is taking place in a certain state or, you know, your charity is located in that state, so and i think it’s unclear also, whether the fund-raising platforms themselves need to register with states that’s still kind of an open question, okay? And also get questions related. When charity’s air working with community foundations and and the foundation is sort of the past through for the for the donations, the question then is who should be fun? Who should be registering and again looking at the charleston principles if it’s just a passer, entity that’s just doing some administrative work with processing donations, they might not need to register, so i would again and advise those community foundations toe look at the principles right for the community foundations and then the charity’s the same who exactly? Okay, but yeah, as we said, unfortunately, you don’t know for sure, except for two states, whether the state is is adhering to the principles. How come, how come, why is it that more states haven’t adopted them either? Officially, i guess through their legislatures or may be not as an act of the legislature, but just officially through the office that manages the charity registration process in each state, and that is a good question. I am not. I’m not really sure of the answer there, and yeah, i should probably talk to tennessee in colorado and see how they got that pushed through. I’m not sure why more states haven’t actually officially adopted them, okay, dahna because they are really cool, and they’re called charleston principles because i believe it was in meeting of nasco that was held in charleston, south carolina, where they were. These were adopted. I think they were. The discussion started there, yes, in charleston, south carolina, that’s. Why they’re called goodbye, not okay, but maybe not adopted there. Alright, yeah, attorney holding my feet to the fire e used to be an attorney, but so now that now i run roughshod over things. So thank you for being explicit. Okay, what about? We know there’s one state where you don’t have to register. Tell us about that. I believe that. Arizona? Yes. Yes, arizona. I believe they recently did away with their registration statue. I’m not too sure about that, but that is not a growing trend that icy. Definitely. I see that kind of an outlier. Okay, okay. So one point does not one data point does not make a trend. Things that i can’t even make a line from one point. Okay, but yes, arizona has explicitly said charities that are on ly soliciting in our state. I don’t need to register and yeah, they had a statutory system around registration and that was repealed or, you know, largely repealed. Yes. Um, now you made a point earlier that we wanted i want, like, just liketo amplify your home state where your incorporated that we should certainly be registered there. Yes, than any place where you have any principal place of business. Well, okay. So differentiating the inc you’re you’re only incorporated in one state, right? Because you’re not you’re not not-for-profits corporation, and that can only be one state. But you could have places of business. In lots of states, you can have the principal place of this that’s, probably in one state, but then you can have multiple locations everywhere and if you’re, you know, conducting solicitations from those locations and yes, definitely should be registering in the states. Now you’re you’re a, uh an important player in this because you’re a nasco boardmember but it’s so, um, divers, because we’re fifty difference sets of statutes and, um, timetables and fees and things do you do you get frustrated by this process? It it can get frustrating. And we definitely hear from our constituent charities that it is frustrating and that’s why we do have twelve states that are working on a single poor, cracked the website where charities khun go and register and they wouldn’t have to duplicate the process over and over again. Okay, this is the single portal initiative. Exactly. What more can you tell us about what state that is? Or i don’t mean state. You know what? What state it’s in, etcetera. What can you tell us? Uh, well, the single portal project is being headed by twelve pilot states. They include california, illinois, alaska, colorado, connecticut, hawaii, massachusetts, michigan. Mississippi, missouri, new hampshire and tennessee and basically it’s, a project that has three components one obviously is to create a unified elektronik registration system that will allow non-profit organizations and then they’re professional fundraisers to goto one site and fulfill their registration requirements for all states eventually at that site. Um, another component is also to be a public website where anyone can get this information that’s filed, academics could get it tio create analysis of emerging issues and trends. The public can look up this information to make more informed choices about their charitable giving and also non-profits can look up this information to compare thie effectiveness and cost of their professional fundraisers that they hyre and third, this would be a great tool for regulators. They could direct their limited resources away from registration and toward their core purpose of preventing fraud and misuse of charitable funds. Is this ah, envision to be a free site for charities? Um, that is a good question. I not sure about that. I know that this is kind of a three year time period where they’re going to try to get this off the ground rather soon and have it. Build up in phases over the next three years. I am not sure about the fees. I do not know that. Ok, ok. Um, timetable do what stage is it at now? It is at the beginning stages. Thie pilot states created a nonprofit organization in delaware. Teo, help develop and operate the website. And they just decided that the urban institute they chose them to design and build the single portal website. So it’s in the process of being built. And they are also establishing an advisory committee to help with the design and operation of the system. Okay, is it is it funded yet? Or were steven still too early for that it’s in the process of funding and the the non-profit, the multistate registration of filing portal the non-profit that was formed is reaching out to the non-profit community. Now, with grant proposals to help build up funds for this project. Okay, so that’s something to look forward to. Handup so is there not yet a timetable? Like when this should be live? Or maybe not all twelve states, but at least some initial minimum viable version? Um, i think i mean, the goal is to roll. Out the stages in the next three years. So hopefully in the next, maybe two years, the registration sites would be up and running. But please don’t call me that, okay? Okay, we won’t. Nobody listens to this show anyway, diane so you’re fine. Okay, well, we know that arizona standing alone. Not a trend, but are there any other trends that you do see coming up? The big trend icy is internet fund-raising on and that’s. Why nasco did put out this wise internet giving tips the intern fund-raising on the internet is growing. I believe in two thousand three it was about six point four percent of all charitable giving, but still it’s growing lead some bounds year by year. So we were really urge charities. Teo be aware of their presence on the internet and be aware of who’s raising money for them on the internet. A lot of thes fund-raising websites, they download the database of charities from guide star. And then anyone can just go on and start fund-raising for a charity, which is great. But you also want to make sure that no impostors are going out there and claiming that their associate it with your charity and trying to gain access to your donations, so check out the wise giving tips on also the charleston principles those will help you, andi will put, ah, put links to those on the takeaways from the show, which go up on the facebook pages afternoon diane, please leave us with the nasco conference that the charities are welcome to come, too. Yes, definitely. The two thousand fourteen nasco conference is on monday, october six, at the hyatt regency washington on capitol hill in washington, d c the theme this year is the evolving role of charitable regulation in the twenty first century. There are a lot of great panel scheduled i’ll just mention a couple first will be disaster relief and opportunities for collaboration between regulators and the not for profit sector. Um, our luncheon topic is our charities really charitable with our keynote speakers? Thomas kelly, who is a professor at u n c school of law, and john columbo, who’s, professor and interim dean at the university of illinois at chicago school of law and then one panel, i think, is going to be extremely interesting about ratings and evaluating charities. We have three. Panelists are taylor, who is president and ceo of the better business bureau. Wise getting alliance. Daniel bora chop, who is president of charity watch, and ken berger, who is the ceo of charity navigator. And then we also have panels on a messa you bit executive compensation are wise giving tips and then also a single portal update, so it should be a great conference, and you can get more information about the conference at nasco. Net dot org’s, thank you very much. Art taylor and ken berger have been guests on the show when we did the, uh, the altum the myth, the what was it, thea, the overhead myth letter that’s, right? We have the three signers of the overhead myth letter on and those they were two of them. All right, diane, thank you very much. Thank you, my pleasure, diana it’s, associate assistant attorney general in the ohio attorney general’s charitable law section. And i have an update tio what? Diane, i’m just talking about if you’re interested in this year’s nasco conference, that is october fifth of this year and ah, nasco net dot or ge is the place to get more information. I called my mother on the brake and asked her the company that my grandmother used to work for in clifton i was mistaking it was not a pharmaceutical company, but was i t and t international telephone and telegraph? Do they even exist anymore? It and t i don’t i don’t know if they do, but that was where there was a big plant that my grandmother worked at when i was growing up. Tony, take two and your boards role in executive hiring are coming up first. Pursuant, they do full service fund-raising they have web based tools for small and midsize non-profits do you need more prospects? I hear that a lot that that’s a problem. You need more prospects at higher levels and related to that. How do you know who’s capable of upgrade? This is what pursuance prospector platform does. It finds your upgrade ready donors. So you know who to pursue for larger. E-giving trent riker is the ceo at pursuing he has a background in non-profits for about twelve years, he leads this company. They are data driven, technology driven, and prospector platform is one of pursuing smart online tools. You’ll raise more money pursuant. Dot com, check them out new york times i’m not speaking to the new york times, and i implore them to stop stealing my guests. It happened latest incident. Latest incident was just last week. Remember, will mccaskill, the professor from oxford, oppcoll what happened? Okay, i do love scott stein, but not his time. Are we okay? Okay. I don’t mind. Scott stein a little. Well, who? Um it was a phantom sam throwing his arms up. He doesn’t know what happened. All right. Anyway, we’ll mccaskill so he’s on the show last friday. Of course, talking about his show doing good, his book doing good, better. And then on saturday, he’s in the new york times profiling his book doing good, better you believe that? And there was another time it was about two or three years ago and i’m sick of it. It’s happening too often do two points like that make a trend? Absolutely. The video where i explain this in more detail and you’ll see my ire. Is that tony martignetti dot com knock it off new york times do you know about fund-raising fundamentals? That is my monthly ten minute podcast devoted to fund-raising only for small and midsize shops, it’s fund-raising only not on ly for small and midsize shops, large shops could listen to, but i’m not thinking about them when i’m producing the show it’s a burst of fund-raising info i would say it’s only once. A month, i do it for the chronicle of philanthropy. So that’s published on their site and like non-profit radio, i picked the brains of experts and you listen on your own schedule. That one is not live. That is strictly a podcast. Recent ones preparing for your next recession with paul rosenberg from the bridge band group and boosting your plan e-giving with our own creative producer claire meyerhoff there’s info on fund-raising fundamentals at tony martignetti dot com and at the chronicle of philanthropy. Although gotomeeting durney dot com because i need the traffic and chronicle of philanthropy is doing just fine. That is tony’s take two for friday twenty first of august thirty third show of the year. Here is r wonderful. Ah, informative. Smart contributor on the law, jean takagi on your boards role in executive hiring jean takagi he’s with us. You know him? He’s, the managing editor, attorney at neo non-profit and exempt organizations law group in san francisco. He edits the very popular non-profit law block dot com on twitter he’s at g tak g ta ke jin takagi welcome back. Hi, tony in congratulations on one ninety nine. I’m looking forward to two hundred next week. Cool. Yes. I’m glad you’re gonna be calling in for with us. Thank you very much. Thank you, it’s. Very exciting. Really? One hundred ninety nine shows ago. It’s one hundred ninety nine weeks it’s it’s. Remarkable. Um, we’re talking this week about the board’s role in hiring the executive and i’ve i understand that there are a lot of executives in transition. I think so, tony and it looks like some surveys have confirmed that it’s certainly been syrians with some of my clients and even on boards i’ve sat on over the last couple years. And there’s, a great group called compass point out in san francisco there nationally known as one of the most respected non-profit support centers and together with blue avocado, a non-profit online publication, they have a national survey on leadership succession in transition going on just right now. The last time they published the results with in two thousand eleven, and they found that sixty seven percent of current executive anticipated leaving within five years and ten percent. We’re currently actively looking to leave right then, and in two thousand eleven, the economic times weren’t so were so great. So sixty seven percent anticipating leaving within five years that’s a pretty staggering number. So now we’re already three years into that survey into that five year projection. Yeah, and sixty seven percent of two thirds. So if we had held this show off until two thousand sixteen, then it would have been moved. But there’s a new one coming out, you said, yeah, well, they’re they’re just starting the survey online now so you can participate on that. I don’t know the website, but if you, you know google non-profit transition survey executive transition survey, thank you, you’ll get that okay, and its compass point it’s a compass point and blew up a goddamn kottler who you’ve. You’ve mentioned blue vaccaro before i know. All right, so, yeah, two thirds of of ceos were expecting to be in transition within five years and where we’re only three years into it now. So the presumably these people are still looking. What? But boards don’t really spend enough time preparing for this kind of succession, do they? Well, you know, in many cases they don’t, and sometimes, you know, they might stay, they don’t get the chance because their executive director comes up to them and give us in two weeks notice, and now, you know, the board may be used to meeting every month or every other month or even every third month, and now all of a sudden they’ve gotta ramp up their efforts and find an executive to come in in two weeks. That’s going to be really tough to do on dh, you know, again, if we say at any given time, two thirds of the non-profit executives are looking to leave their job, you know, it’s very likely that within your board term, you know, you may have an executive transition to manage, and sometimes with very little notice. So that’s that’s? Why? I think succession planning is just really a core duty of non-profit board. Well, how do we let them get away with this two week notice? I mean, the ones i typically see are you know, the person will stay on until a successor is found, you that’s, not your experience. Well, you know, you’re really lucky if you if you do get that situation, i think most non-profit executives are hired on at will basis. Meaning that there’s, not a contract to stay there for a given number of years. Either party can conception, rate or terminate the employment relationship at any time. And as the average, you know, employee may give two weeks notice to go on to another job there. Many executives who feel the same way that they, you know, they may feel like they own allegiance to an organization. But another opportunity comes up and it’s not going to be held for them forever. And they may want to move on. Um, and they may feel like what they gave the board really advanced notice that they might be looking for something that they might get terminated. So they may keep that information from the board until the last two weeks. Well, because all right, so that i am way in the dark because i would. I just presumed that executive directors, ceos even if small and midsize shops were not at will. But they were but that they were contract. I mean, when i was a lonely back in my days of wage slavery, director of planned e-giving i was in at will employees, which means you can end it. Like you said, you could end at any time and so can they like, if they don’t like the color of your tie one day they can fire you, you’re at will. But but that that’s typical for for ceos and and executive directors. Yeah, i think for smaller non-profits it’s very, very common. Oh, i just always assumed that these were contract positions with termination clause is and no. Okay, but, i mean, you know, it’s, your practice, i’m not i’m not disagreeing with you, i’m just saying i’m okay, i’m learning something s so that’s that’s incredibly risky. So it is. It just put you in that position of saying, well, i need to replace somebody immediately and i don’t you know, as a board we don’t meet very often can we even convene within the two weeks to find the process going? It’s going to be so much better if he had a plan of what happened in case you know, our executive every doesn’t give two weeks notice, and even if the executive says, you know, in your scenario, maybe a longer notice, maybe, you know, in six months, if they do have a contract at the end of my contract, i don’t plan to renew, you know, i think we should go through the process of looking for for a successor and having a plan or thinking about that plan that is just coming up with something on the fly is going to probably result in a much better choice for selection of a leader in the future and that’s going to be critical and how well the organisation operates and how the beneficiaries of your organization are going to do are they going to get the benefits of a strong organization or are thinking is suffer because the organization can’t do it? You can’t advance mission as well. It should. Yeah, i mean, you’re you’re calling it on the fly. I would say two weeks notice for an executive director. Departing is is a crisis even four weeks notice? Yeah, in many cases you’re you’re absolutely right. Okay, i’m right about something. Thank you. You’ve got something right today. All right. So what do we what do we do, teo, to plan for that? Just well, you know, i think the first thing the board has to do is start toe think about the contingencies. So what do we do and then actually want one thought that comes to mind that, uh, that you raised tony is should we get our executive director on an employment contract? If they are and that will employee do we want to lock it in? And they’re sort of pros and cons with that? If you’ve got, like, not the best executive director in the world, terminating somebody on a contract becomes much, much more difficult than if they were at will employees. So, you know, you kind of have to weigh the pros and cons, but, you know, revisiting your current executives director and the employment relationship is maybe step one. Oh, and suddenly he was thinking about, well, do you have a really strong job description that really reflects with the board wants of the executive director and on the basis on which the board is reviewing the executives performance on dh? Maybe the sort of initial question to ask in that area? Is do you actually review the executive director and that the board you absolutely should? You and i have talked about that the board’s is not part of their fiduciary duty to evaluate the performance of the the ceo? Yeah, i think so. I think it’s a core part of meeting their fiduciary duties that really, you know, as a board, if you meet once a month or once every couple of months or whatever what’s more important, you know, then really selecting the individual who’s going to lead the organization in advancing its mission and its values and implementing your plans and policies and making sure the organization complies with the law. Taking your leader is probably the most important task that the board has, because the board is delegating management to the to that leader. Yeah, absolutely. And i think it’s often forgot naralo overlooked that individual board members inherently have no power and no authority to do anything think so, it’s only as a group. When they meet collectively, can they take aboard action? So for individuals to exercise, you know, powers on behalf of the organization that has to be delegated to them and typically the person responsible for everything is that ceo or the executive director. We’re gonna go out for a break, gene. And when we come back, you now keep talking about the process. The what goes into this process, including the job offer. So everybody stay with us. Like what you’re hearing a non-profit radio tony’s got more on youtube, you’ll find clips from stand up comedy tv spots and exclusive interviews catch guests like seth gordon. Craig newmark, the founder of craigslist marquis of eco enterprises, charles best from donors choose dot org’s aria finger, do something that worked neo-sage levine from new york universities heimans center on philantech tony tweets to he finds the best content from the most knowledgeable, interesting people in and around non-profits to share on his stream. If you have valuable info, he wants to re tweet you during the show. You can join the conversation on twitter using hashtag non-profit radio twitter is an easy way to reach tony he’s at tony martignetti narasimhan t i g e n e t t i remember there’s a g before the end he hosts a podcast for the chronicle of philanthropy fund-raising fundamentals is a short monthly show devoted to getting over your fund-raising hartals just like non-profit radio, toni talks to leading thinkers, experts and cool people with great ideas. As one fan said, tony picks their brains and i don’t have to leave my office fund-raising fundamentals was recently dubbed the most helpful non-profit podcast you have ever heard. You can also join the conversation on facebook, where you can ask questions before or after the show. The guests were there, too. Get insider show alerts by email. Tony tells you who’s on each week and always includes link so that you can contact, i guess, directly. To sign up, visit the facebook page for tony martignetti dot com. Duitz gotta send live listener love, let’s. Start in japan with tokyo kiss are a zoo and nagoya. Konnichiwa, seoul, south korea, seoul. Some someone south korea, always checking in love that on your haserot. Moscow, russia, mexico city, mexico, ireland. We can’t see your city ireland’s being masked for some reason, but we know you’re there. Welcome, welcome, ireland, and also taipei, taiwan. Ni hao, nobody from china, that’s, funny, nobody from china today, coming back to the u s, we got cummings, georgia, in ashburn, virginia. Live listener love to you in georgia and virginia. Okay, gene. So now we’ve let’s say, we’ve learned that our exec is departing and let’s not make it a crisis situation, though let’s say this person is generous enough to give six months notice. So, you know, let’s, not make it a crisis. Where what’s our what’s, our what’s, our first step as the board. Terrific. And i’ll just add, even if you don’t, if you know your executive is not leaving any time soon and i think you should go ahead and start this process anyway. Oh, yeah, clearly we should be. We should have a succession plan in place. Yes, we’ve talked right? Okay, yeah. So i think the first thing to do is get a committee together so it might include boardmember some outside experts outside with the board. If you don’t have that internal expertise and just getting different perspectives out there, some of your other stakeholders might be really important in what, you know what you want to look for in an executive in the future. So get that committee together first, get the buy-in of the current executive director. So unless it’s going to be, you know, a succession plan for a termination? Yeah, we’re really unhappy with executive director, right? Let’s not get into that. Yeah, let’s get their buy-in and have them help in the process. Especially with your scenario where they’re giving a six months notice and everything is amicable. Let’s, you know, see? Shoot, who knows better about the organization than the executive director that’s in place right now. So i’m getting there buy-in and help contribution. I think it is pivotal. Does this committee have to be comprised of hr experts? Why? I think having a least one or two hr experts is going to be really helpful. But i i think it’s more than that. It’s, you need program people who understand what the executive you know roll is no respect to advancing the program. You need the fund-raising people to know well, what is the going to do with respect to fund-raising perhaps the seeds, the lead fundraiser and some small organizations as well. So we need thio gather a bunch of different people with different perspectives and expertise to figure this out. And i think that’s a very good point to include a t least a programme expert. Now, could this committee include employees, or does it have to be sure you can absolutely on dh? You know, you might even have have have different subcommittees in there. So eventually this is going to go up to the board. But as the committee’s doing the legwork for determining what? You need an executive director and putting together a job description, and and, you know, perhaps, but the performance evaluation is going to be based on for the future executive director all those things can get, you know, we’d be aided by the contribution from several areas. Okay, okay, what are your thoughts on hiring a recruiter vs vs? Not well, i you know, i think it depends upon what the organization shins resource is our and the organization should understand the marketplace it’s in a swell hiring two great executive director is the competitive thing. So, you know, if you’ve got a lot of resources and you’re able to you want to allocate an appropriate amount of resource is tio what i think again is making one of your most important decisions of the board? I don’t think you want to do this on the cheap at all. I’m just the same way i didn’t want you to do it on the fly or or or in a rushed matter-ness think you want to invest in this, and if you don’t have great expertise inside about on things about, like, doing job interviews and doing background checks on the sex thing, you know how to differentiate between one candidate and another when they all look good on paper and when they’re maybe professional interviewees, but they’re not there, maybe not great leaders. How do you figure all those things that if you don’t know, that dahna an executive search firm could be a great help, and it can just open up the marketplace of potential candidates as well, especially if they, you know, decide to do a regional or even a national search. It really can ramp up who who you’re going to see in front of you and the quality of the candidates that the selection comedian the board eventually will have to choose from. Okay, does the committee now come up with a couple of candidates to bring to the board, or is it better for the committee to choose one and bring that person to the board? How does this work? You know, i think the committee should be tasked with bringing several candidates up on sometimes it may be a multi tiered process so they might go through two rounds of screening, for example, and and at least let the board see who’s made the first cut. And then and then, you know, present to the board, the final, perhaps two or three candidates. If, if you’ve got, you know, the ones that are very close and in quality in terms of what the board want in an executive director, i think that’s pivotal. I wanted to add one. Nothing, though. I’ve seen this done before, tony and i don’t really like it and that’s when. If a search committee or research consultant comes up and says, you know, to the board, tell me what you want in the good executive director everybody, you know, spend five minutes, write it down and send it to me or take it home and email it to me oh, and tell me what you want and then the search consultant collates the the the answers and then that’s, you know, the decision about that’s what’s going to be the qualities you’re going to look for. I think this needs a lot of discussion and deliberation and the value of that, you know, that that thought process and that really difficult thinking and getting all those generative questions out there is going to produce a much better product in terms of what you’re looking for and who you can get and how you’re going to do it. Yeah, you you send this tio use email and, you know, it’s going to get the typical attention that an e mail gets, like a minute or something. You know, it’s it’s going to get short shrift. And your point is that this is critical. It’s it’s, the leader of your organization, you want do you want the contributions of the committee to be done in, like a minute off the top of their head just so they can get the email out of their inbox? Yeah, definitely. We could talk about board meetings and another show, but put this at the front of the meeting and spend, you know, seventy five percent of your time talking about this. This is really, really important, okay, you have some thoughts about compensation, and we just have a couple minutes left. So let’s let’s say we’ve the board has well, i can’t jump there yet. Who should make the final call among these candidates? Is it the board? Yeah, i think it should be the board that makes the final approval, but they they’re going to put a lot of weight based on what? The executive of the search committee, you know, tell them who they’re you know, the recommendation is okay, and i think that toe add one more thing to it is make sure the organization looks good to clean up your paperwork and your programming and even your facilities. Just make sure you’re going to be attractive to the candidate as well. Because if you want to attract the best, you better be looking your best as well. Okay, okay. And the with respect to compensation now, we’ve talked about this before. What? What’s excessive. And there should be calms and things like that, right? So it’s really important to make sure that the board or unauthorized board committee one that composed just board members, approved the compensation before it’s offered to the candidate. Even if you don’t know that they’re going accepted or not, once he offers out there that compensation package, total compensation should have been approved by the board. And you want to do it with using the rebuttable presumption of reasonable procedures unless you know its far below market value. Okay, if you get payed accessibly or if you pay somebody excessively, that could be penalty taxes for everybody. Including the board. Should be careful of that. We have talked about that rebuttable presumption before. Yeah. All right, then. We have to leave that there. I look forward to talking to you next week on the two hundredth great. Congratulations again. And i look forward to it as well. Thank you, gene. Gene takagi, managing attorney of neo. The non-profit and exempt organizations law group, his blog’s non-profit law block dot com and on twitter he is at g tak. Some updates, of course, too live listener love because you were listening to live listener love from july eleventh, twenty fourteen. So that’s a that’s. A little bit at a date, more people have joined us, including wilmington, north carolina, media, pennsylvania. Pottstown, pennsylvania, and spring lake, new jersey. I spent a lot of time very close to spring lake in belmar because my other grandmother, not the grandmother who worked at i t that was my mom’s mom. But my dad’s mom and dad had a home in belmar and i used to go there weeks on end. My parents were thrilled to get rid of me when i was four, five, six, seven, eight years old. Oh, my gosh. Lots of weekends in belmar. And i know that spring lake is a very, very pretty town. Also, uh, what’s the big hotel there where i’ve been for dinner, the breakers. Is that the breakers? That beautiful hotel? Ah, not literally on the water, but pretty darn close right across that little little just across ocean have love spring lake and interesting springlake media and pottstown you’re listening from itunes cool live listen love to each of you also joining us sao paulo, brazil, beijing, china ni hao and belong j portugal live listeners love to each of you now you might have noticed that on that july eleven twenty fourteen show, there was no podcast pleasantries and no affiliate affections. You see how this show is growing and expanding and innovating constantly on one hundred ninety ninth show. The next week was going to be the two hundredth. We don’t have podcast pleasantries and affiliate affections. Now we do so pleasantries out to all our ten thousand plus podcast listeners wherever, whatever you’re doing, affiliate affections love you too all our affiliate am and fm stations i want to waken affiliate affections. I’m just realizing it’s a f f f f f after two dafs squared affiliate affections! I don’t know, maybe that’s too that’s hokey. Besides, i like thea. I like the the ah what is it when all the words start with the same whatever that that i love it’s an alliteration. Thank you saying so. I liked the alliteration, so we’re sticking with affiliate affections. No. After two next week, i told you it was coming. Incentive pay for your fundraisers to fund-raising administrators from the university of pittsburgh. Very senior people share their innovative pay plan for their frontline fundraisers. If you missed any part of today’s show finding on tony martignetti dot com, where in the world else would you go? I i believe that i had said that i was going to stop singing weeks ago, but i must have been misinformed. It’s my show and do whatever i want. And if you don’t want to singing host, get your own show, i beseech you, go ahead pursuant full service fund-raising you’ll raise train car loads more money, and i’m not talking about those two person little flat beds that the people pump up and down like a seesaw to move along the tracks like, you know, oh brother, where art thou? I’m talking cattle cars, container cars, tank cars filled with money pursuant dot com. We’re going to go out with a live version of cheap red wine today. This is the live version from the two hundredth show, which was the week after the show that we just turned the two segments from scott stein came in the studio, brought his elektronik eighty eight keyboard, and he played cheap red wine, our theme music. And since it’s snuck in earlier today, phantom lee, we’re going to go out with it. Here’s. The live version from the two hundred show our creative producer is claire meyerhoff. Sam liebowitz is the line producer show social media’s by susan chavez. Susan chavez. Dot com on our music is by scots. Dine with me next week for non-profit radio big non-profit ideas for the other ninety five percent go out and be great wait can agree on nothing. Wait till our ups from my down wait disappointed in each other. Now tell me, baby, and this love that we found. You know, you used to find me charming, but i can figure out how. And you said, you thought those handsome. But it doesn’t matter now. So came falling for my punch. On just long in time, we’ll allow, because i’m you got her empty promises. A bottle of cheap red wine. 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. It 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, 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 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.

Nonprofit Radio for July 17, 2015: Walk to Work & Keep Current After Launch

Big Nonprofit Ideas for the Other 95%

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Beth Kanter & Ritu Sharma: Walk to Work

(l-r) Beth Kanter & Ritu Sharma at NTC 2015

Beth Kanter and Ritu Sharma want you to make walking part of your work day. Not for a break. They share how to work while you walk, including walking meetings, and they swear you’ll be more productive, more creative—and feel better. Beth is a master trainer, author and blogger. Ritu is co-founder and executive director of Social Media for Nonprofits. We talked at NTC, the Nonprofit Technology Conference, hosted by Nonprofit Technology Network (NTEN).

 

Farra Trompeter & Kira MarcheneseKeep Current After Launch

(l-r) Farra Trompeter & Kira Marchenese at NTC 2015

A website redesign is expensive, time-consuming and overwhelming. Starting on day two, how do you keep it current? Farra Trompeter is vice president at Big Duck and Kira Marchenese is senior director, digital strategy + platforms for the Environmental Defense Fund. This is also from NTC.

 

 


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Hello and welcome to tony martignetti non-profit radio big non-profit ideas for the other ninety five percent of your aptly named host we have a listener of the week, daniel trust in bridgeport, connecticut. He tweeted me that he just found non-profit radio and says good stuff, man he’s, our newest listener and our listener of the week i’ll send you a video, daniel, and you can pick a book from the non-profit radio library. Congratulations, daniel. Trust oh, i’m glad you’re with me. I’d be stricken with prayer ago if i had the itching idea that you missed today’s show, walk to work beth cantor and re to sharma, i want you to make walking part of your work day, not for a break. They share howto work while you walk, including walking meetings, and they swear you’ll be more productive, more creative and feel better. Beth is a master trainer, author and blogger re too. Is co founder and executive director of social media for non-profits we talked at ntcdinosaur non-profit technology conference, hosted by an ten non-profit technology network and keep current after launch. A website redesign is expensive, time consuming and overwhelming starting on day two. How do you keep it current? Farah trompeter is vice president at big duck and kira marchenese is senior director, digital strategy and platforms for the environmental defense fund that is also from ntcdinosaur on tony’s, take two. Have you seen my videos responsive by opportunity, collaboration, the working meeting, the unconference on poverty alleviation that will ruin you for every other conference from ntcdinosaur are beth cantor and re to sharma on walking. Welcome to tony martignetti non-profit radio coverage over the non-profit technology conference twenty fifteen, hosted by intend the non-profit technology network. We’re in austin, texas, at the convention center and my guests are beth cantor, master trainer, author and blogger at beth cantor dot org’s. And also metoo sharma, co founder and executive director of social media for non-profits their workshop topic is walking is work. Don’t call it a break. Beth metoo welcome, welcome, thank you. Welcome back, beth, that has been on the show before you to his new welcome first time. Thank you very much with us. Metoo why? Why? Why should we be paying attention? Teo walking from my perspective, i’m an accidental walker, i think one hundred times better i started. Walking more extensively as part of my work, i’ve always been a walker, but as part of my work, i started about seven months ago and it was accidental because i got a new puppy and the puppy needed to be walked every three hours. That’s how it started with practical, it was very practical decision, but as i started walking, i needed to take some calls and then i started taking some of those calls on my and my box, and i found that i was paying a lot more attention. In those calls, i was not distracted by a number off social media pings and emails and other people entering in those conversations, i was really more present and then the other thing that i noticed, which is what started us making a lot more content at social media non-profits is, i am i started having a lot of ideas about different topics to write about different opinions on the current topics and that got me kick started is walking is work alright on beth, we shouldn’t if we haven’t fallen into it. Luckily accidentally metoo did we actually should be deliberate about it on dh we have some research to back that up? Yeah, as a matter of fact, i know. I got into it. Actually. The right after the last time. I was on almost two years ago. Really? I went into my doctor and i got my cholesterol tested. You know, we’re getting there. We have to get our cholesterol tested. It was three. Ninety nine. You had cholesterol of blind ninety nine. Right, which is closer to the mike. You get too excited. Okay, you know, three hundred ninety two and healthiest on one fifty or less. Right? So i decide to get walking. You know, obviously, i was not eating too many cheeseburgers, and i was sitting at my desk and i could see that you know, the house effects. So i bought one of the use of health. Fitbit. And i got out there and i started walking and writing about it before i knew it. I was walking twenty thousand steps per day, and it became this little game. How could i work? Work it into twenty thousands, like double the thie average. Ten thousand ten thousand. I’m up to now ten miles a day. Yeah, and you know what happened? My cholesterol went down to ninety nine my trig lyssarides, but something else happened. I noticed i was more president, i could pay attention and i was happier and more creativity. And so what would happen is i got really excited about this, and i’ve been blogging about it. I’ve been doing workshops, i’ve been kind of this evangelist for walking as work was people would say to me, how do you fit this into your day? You know? And and the mindset is really about, like, ok walking it’s the separate thing it’s for exercises for the health benefits, but really, i think it’s key to your productivity, we know we know something about walking versus sitting while we’re while we’re working, don’t we? Yes, we dio slideshare well, think about how much time you spend sitting at work. The average person spends nine point three hours sitting that’s more than we sleep, which is seven point seven hours and you know what all that sitting is doing to our bodies and our minds? Well, it’s, physically it’s collapsing our spines, it’s collapsing our spines it’s causing calling cancer it’s calling, causing heart disease brain fog, neck problems muscle generation, you know, it’s enough to make you want to stand up your desk, head to the door and never come back to your office. But you don’t have to do that. You know, you just need to start to think about ways to integrate movement into your work, okay? You know, maybe it’s, first of all, change your mindset, it’s thinking about different ways that you can start adding more steps, more walking, you know, park the car far this away from the door. We’re gonna get to all that time together. We’re still the motivations thing, okay? The motivation so obviously health reaches say more about the creativity. I know that was really important to you. I think when we are in close spaces and spaces, every normally sitting at nineteen hours a day, our mind gets closed almost. It only sees what we have in front of us. It becomes very reactive. It’s just reacting to emails that are coming in phone calls that are coming in and putting off fires. When you get out of that stunning and you walk in the nature, you walk in the grass, you walking the party, it doesn’t matter where. You walk when you start moving a little bit, your your brain starts to disengage from a reactive mode to a much more proactive and creative more, and what i’ve noticed for me is some of these things come to me, they’re like brilliant pieces isn’t incredible. I wrote a couple block post that we had the males traction ever, and i was just walking the dog. You know what? You have the most traction traction ever in our in our work, and those entire pieces were conceived while walking i just idea hit it, and i started flashing it while i was walking in and i came back, you had granted out in twenty minutes, and we’ve seen most likes shares, comments and really some great pieces that have come out of walking. So from a creative standpoint, i find the reason behind that is that you get a distance and you’re not constantly just addressing a pressing problem anymore. You’re able to actually give your mind a little bit of brake to process all the stimulation, all the stimuli and act activities and all the information that we were exposed to, in fact, over exposed to we have a time to process it, we have a time to just put it in different places where it belongs, and then start to see greater trends and start to see how this piece fits with some of the other stuff we’ve done. And if you’re in a reactive in front of your computer mode, you just don’t have that create this space to a process i know time is constantly belongs to other people as e mail comes in, and as much as we’re supposed to, i know a good practice for email is only react to it a set number of hours a day or set time today, but that’s very, very hard to do, and you end up being all fragmented and distracted constantly. Exactly. And, uh, the other thing is going to get a flow going way also have these phones that are full of notifications, any ping you get any tweets, you get any tax message, you get all the e mails there, these things that were changed, you know, technology. While it can be a great, great accelerator, it can also hold you back and hold you in chains because you’re constantly attacked on your head? Yeah, go ahead. Back-up let’s, go say this sort of gets us away from the topic about walking his work, but the with the walking does physiologically in your brain. Is it it’s fire synapses, you know? So if you were to look at there’s actually, researchers that are looking at the impact of movement on the brain and so if you look at a brain of a person who’s been sitting for twenty minutes, it’s all dark, okay? And if you look at a person’s brain, you know, doing a brain scan after a twenty minute vigorous walk it’s all lit up because the endorphins are flowing, connections are being made, and then we hear, you know, the proof of it from what metoo was talking about. And it’s also been proven in a number of studies. I think the most famous one has come from stanford, where they actually studied. They measured creativity of people who took walks, a brisk walk at lunch and creativity improved. Andi, just to make it explicit. We’re talking about walks without your phone or it’s turned off. Maybe you know you’re not you’re not allowing the distractions of your mobile device. While you’re walking, unless you use it to take notes. Okay, take note, but that’s you gets you in putting. Yeah, but metoo it sounds like you’re saying, you know, we don’t we’re trying to eliminate these distractions and also be vigorous in activity that’s true and when you’re walking it’s kind of hard to be as attached to a phone without tripping or knowing where you’re going, so i usually just go have it handy with me. Should there be an emergency that really needs me. But unless it’s an emergency, i actually have it handy if i need to answer a call or something. But for the most part, it’s. Hard to be that attached. As as you are in an office, i see people in new york city giving it a go, though yeah, there they are walking and lots of walking and texting, but but that’s not what we’re talking about here know what we’re talking about here is turn off the yarn device and go for a walk damaged overhead. Clear, clear your head. Don’t go further than that. Yeah, i think is notorious for the f word on non-profit radio a long time ago. But its memories linger. You know, world leaders. You know, obama is really famous for taking walks, steve jobs and, well, there’s a rich history of of of walking as work. I mean, think about like charles dickens. Did you know that he walked twenty miles a day, twenty miles a day? He hated being tethered to a desk. And on gina freud? No. Okay. Freud and analysts, you know? Yeah, they said, and their patient lies on the couch. But he’s fate, he was famous for walking with his patients to get to breakthroughs. I know, i know. A famous stander we stood on his desk was donald rumsfeld. He did not have a traditional desk. He stood as he worked. Now i don’t do politics on non-profit radio, so maybe that’s a counter example. Wait. Decided either way, but i know he, uh he stood and that’s that’s, that’s something that you were suggesting that you, khun, stand and work aside from walking, but standing versus sitting, yeah, standing desk. And, you know, other researchers come in, you know, it used to be okay. Go the jim. You know, i go the gym so i can sit on my backside for eight hours and i won’t suffer those how harmful health effects, but you know what? It doesn’t matter whether you’re at the top of your game physically, you still can reap the harmful effects of sitting. So what some researchers recommended this comes from the mayo clinic is the twenty eight, two. So every twenty minutes, if you sit, you work, you concentrate, you get up and you stand for eight minutes and two minutes stretching. Really? And that the idea, the mind shift is that you sit to rest your body from standing. Uh, okay. Rather than sitting being the focal. Yeah. Focus of the day. Yes. 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. Okay, we got you. Sometimes it can be hard to follow structures like that one that i think is very worthy. And i use it in a different way. If you’re starting out and your tender session tomorrow. Are you here today and you inspired to do that? What i would recommend doing is doing something that i’ve done is pomodoro matter-ness it really allows you to set these intervals. If you just rely on your own free will to help you do this, sometimes it can be hard to create habits. They take about ninety days to form habits for something to really gel into your daily life style change at the very least, so well you may want to do is look at things like pomodoro, matted and you can and you can design that for me. It’s every twenty five minutes of sitting, i get a five minute break and then after two or three of those, i get a twenty minute walk and and that actually forces you and it’s. Incredible, you’re doing this in your day to day work day today i have a knife in you two so obviously i do want your day. Well, i do it. Yes, it is. And i do it slightly differently. I not only measure my time in increments body also measure my energy and my ability to concentrate. And i try to design my schedule so the tasks fit my ability to concentrate and always working in these smaller chunks. I do things like i do it a slightly different method of pomodoro. I’ve experimented with paula joran for a couple of years, but there’s no place pomodoro. We call it pomodoro. Yes, it’s tomato in italian because that’s the reason it’s called this because it came with an old tomato timer. And so and time yeah, you set up for twenty five minutes. And originally the context for it is that if you’re overloaded like this, you’re going to suffer consequences of procrastination and work avoidance. So pomodoro is a method for you to like eat that frog in the morning and just start get something done metoo ago you were you were sharing. I really enjoyed that. Because what i do is i get teo something i take take a project with twenty, twenty five minutes. And then even if i’m in the middle of doing this. I take a five minute break and i actually either stretch or ideo pushups or i just do a plank. And i tried to increase my duration for that. And then that’s sort of every two or three generations. And then i go and take a walk. And i will tell you that in the last year of doing that, the days that i do mamatoto matted very religiously are the days that are that i can get in one day over two weeks worth of work. And i’ve tested it several times now. In what amount of hard work in one day you feel you could do the same as you would have. That’s a maze in the dark days into weeks? Yes, including i even fit some laundry and folding some laundry in between weeks in a day? Yes, there’s. A lot of reading time. What i found is there’s a lot of closure. I want to do things that i actually make a big list before i take on a pomodoro day. Actually, you know, i make a huge list of things that i need to absolutely get done in a night. That’s my weak. Leaders and i’ve tested it several times. Normally i will be able to hit three or four or five of those because there’s so many reactive thinks about when i’m in the pomodoro matter mode, i basically check things off age of and the forced break no matter where you are in the process, it really prevents you from going into procrastination from reading one block post that takes you into another block post that takes you into yet another blood pools and that takes you to facebook and then to twitter. That doesn’t happen on pomodoro for me at least, so i would just recommend experiment with finding whatever is right for you not just mattered that works for me, but what works for you and use some technology to hope you get in the mode don’t just rely on free will to follow this palm adores it’s really not about like trying to get everything done and taking it off your to do list, but really it’s about focus and training your attention as somebody who has been doing the technology for twenty years or more like i’m like i was like that dog and up, you know. Doug squirrel. Oppcoll you know, so i consciously this about seven or eight years ago, like, trained my attention, like like i have on ongoing dialogue with myself on my opening up, another taba, my following, another social thread. And is this the task or something i should be doing? Would be doing is the best use of my time in this room, right? The eighteen minutes a day method with david berkowitz? I don’t know. What can you can you summarize it? Sure you spent. Okay. This will change your life. A change mine. And i’m right. That’s. The only reason i finished my second book. Okay, like changes. Okay, so, it’s, five minutes in the morning, you write down. What are the two or three things that you need to have done? What? Your priorities. And you reflected five minutes on the end of day. Did i get to my priorities? And then throughout the day, every hour on the hour, you beat yourself to remind yourself, am i on task? Okay. And what? Your set and you would think, it’s counterintuitive that you’re beating yourself? You’re distracting yourself, you know? Would you get distracted? Bring yourself to a center to a center center of the focus for that day. Exactly. And then you if you do that over a period of time, it really according to cubby takes what is it? Twenty one days to make a habit. Then you’ve internalized it and then used it stops beeping and you’re focused. And this helped you finished your second book? Yes. Okay. The two of you have great outcome stories. Really terrific. Impact of love. We still have some more time together. What have we not shared that we well, did we cover getting yourself out of the culture of sitting through the pomodoro method? Or so are very any variation of that. Is there maura around? Well, what? We started with this. Okay, so if we think divide this topic into the i and the weak. So we i think we have covered the you know, what do i have control of in my work life that i can change? Ok, ok. But many of us work in organizations and with other people. And we work in a culture where there’s lots of meetings. Sure. And the culture around those meetings is to sit. Yeah. All right. So that’s the challenge. Okay? We’d like to have walking meetings? Yes. Okay. And now you’re doing this tomorrow at twelve. Thirty and we’re gonna talk more about what we’ll bring it back to the office setting. I’ve forgotten, but just tell us what you’re doing tomorrow. Twelve. Thirty go ahead, return. We have a session tomorrow at ten. Thirty to twelve, where we’re going to talk about walking his work when we lay out the framework and then we’re going to take a big walk around twelve thirty with a number of conference attendees and give them an experience of discussing a specific topic while they’re on a walk with a large group. So they get to actually experience how to have a meeting while they’re walking out standing. Do you know what the topic is? Where you’re going? Decided in the session for the topic for the war. Walking comes for the ten. Thirty meetings. They’re going to be talking about planning a walking meeting. Okay, on our meat up, it will be open. It’s over that people choose what they want to do. Okay, are there all right, so let’s, bring it back to the office now. How can we help the the sitting meeting culture? Teo, get out of that. Well, you know, it’s interesting, because sometimes first of all, i think there needs to be some education around the links to workplace productivity and workplace wellness and that, you know, it isn’t a break. It really is important to productivity. And then this is not a zest your topic right at sung his work exactly. Don’t call it a break, right, it’s not like it’s not going to the gym and it’s not goofing off. Okay, okay, you’re really getting work done. So the next thing is to think about what? What are all the meetings in your life? And think about what could be done as a stand? You know, as a meeting, you know, walking, meeting and it’s. Probably best to start with a one on one meeting. Maybe a weekly meeting with your supervisor, maybe jet or somebody who reports to you and suggests that, you know, bring your sneakers to work. And you do that. Weiqing meeting as a walking meeting and maybe institute is the standing meeting ifyou’re going tio do a meeting with more people requires a little bit. More planning than a regular meeting in addition to the agenda, the purpose. Any pre reading you have to think about what your route is. You have to time the route. You have to be prepared if there’s bad weather, you know, we’re going to walk inside. You have to let people know to bring the right shoes at where their coats if it’s going to be cold and then you had to sort of make some modifications in the way that you take notes, people are you know, maybe this meeting is one where you’re discussing something. And the only thing you need to take down is the decisions as opposed to being in a meeting where you need to be looking at a lot of papers and a lot of yeah, tasking people on dh specificity, you know, okay, but you can take notes. You know, you can remember those things called pens paper. I’ve heard of them, you know, a most skin and can also now is it violating anything? If if if i suppose i get tested with something in our walk and i have my phone and i do a voice note to myself is that okay? Yes. Yeah. No, i’m we suggest a little side convo. Just we’ll just wild just for myself. Okay, so, like, well, one good thing to do in a walking meeting with a group is not to do. They spend the whole meeting walking and discussing like, you always have a little space of time at the end of the meeting to, like, summarized what the delivery bals are. And maybe you do that when you get back into the conference room. Okay, you know, and and and do that for note taking and people are fresh. Endorphins have been flowing and remember them, you know, another way to get started. It’s a little bit easier than the walkie meeting is a standing me kayman okay, we take this in increments, maybe. Yeah, depending on the culture and how willing your supervisors are to participate in your colleagues, they will do it incrementally. Yes, right. Standing, baby sitting half and then standing house, you know, crawl, walk, run, fly, ritu anything? Well, sure, i’d say that. Take it slow. Take it according to your culture and find different ways to do it. And there’s one common criticism, i hear. When we talk about walking his work, well, we have so many things we can get it done, it’s, like when you’re taking this on, start slow to start with one or two meetings and see how you’re doing don’t try teo enforce the really big culture change, you know, from the beginning do little things. Hey, do you mind when we do these meetings that we do the first portion of introductions and check ins? And when we’re reporting in what our week was like and what we’re doing, do that and maybe in a walking session and come back and take some notes as that just recommended in coming back? So find those the other couple things i would say that i have personally done that have been really helpful in and coming with from a change of culture in our organization is my default for all meetings is walking meeting now if you want time with me, it’s a walking meeting unless there’s a compelling reason why you can’t be so on. My default is no longer let’s sit down for coffee at starbucks my default is hey there’s, a park next to my office you want to meet, then let’s talk. And if somebody has an objection like, well, how are we gonna take notes again? I go back to now abets famous line. Have you heard of those bill old things called pen and a little pocket most qin and the other thing i’d say too. And the way i work with it, it’s, you know, walking meetings or subset of overall good meeting practice, and i would also talkto leadership and ask, don’t don’t you want more effective meetings in your organization? What if you were able to replace ineffective meetings that waste people’s time with meetings that are highly productive and that makes people feel great and get work more even more work done in less time when you want to do that. And that should really try it. Yeah, let’s. Try it and see you at least try. Okay, we got a couple more minutes. What have ah, not asked you yet about this. That, uh, you want to you want to share? Get a couple more. If i can cheer when quick thing. The second thing that i do besides defaulting to walking meetings is i do not take any phone. Call unless it’s absolutely necessary sitting down and that’s a very easy switch to make. Just grab the phone and start pacing, you know? Yeah, i’ve been doing that for years because i’m a kinesthetic learner, so it teach me it just helps me if i move, i think better and just and i found that if i’m like, when i wasn’t standing for phone calls, i’m sitting at my desk, checking my email and getting distracted, so standing walking on and also i think i want to emphasize to people, you know, i got started with this web stuff in the early nineties, and i had our side by the nineteen, ninety five repetitive stress is right, and one of the things i learned there was about stretching and taking this break, that it’s really important, and sometimes we get so addicted and where were you know, we use our computer keyboard is a lunch train, and we don’t get up because we think, you know, we’re not getting work done. So the one thing i would leave people with us really think about what you’re doing to your body and what you’re doing to your mind and don’t think of it as wasted time and trust us. You’ll be more productive and you’ll be happier. Absolutely okay. Productivity, creativity. Good health. Good. Reduced cholesterol. Substantially it’s. All it’s. All excellent. All right, we do anything you want to wrap up with. No, just thank you for the opportunity and happy walking, everyone. Yes. All right. Get out there and do it. Metoo sharma is yes. Is co founder and executive director of social media for non-profits and beth cantor, master trainer, author and blogger walking is work. Don’t call it a break. Listening to and joining with tony martignetti non-profit radio coverage of the non-profit technology conference twenty fifteen. Thank you so much for being with us, ladies. Thank you. Great thanks to you. Pleasure twenty steak too, and keep current after launch are coming up first opportunity collaboration it’s an unconference in x top of mexico in october for everyone working in poverty alleviation, there’s a lot of free time to meet the non-profits from around the world that are there, who you can learn from and who can help you do your work wherever it is you’re working it’s over ninety three percent sold out i’m going to be there? I got my reservation in if you are helping those who live in poverty, check out opportunity, collaboration, opportunity, collaboration, dot net, i have over one hundred seventy videos on youtube. There are dozens of conference interviews, all the conference conferences where i’ve interviewed speakers on topics like fund-raising events, marketing, communications, technology, board relationships, lots of board topics, the non-profit radio knowledge based videos are there everything i’ve done on plant e-giving and charity registration? My stand up comedy clips are there, too. My channel is riel r e a l tony martignetti and there’s also link from tony martignetti dot com to the youtube channel and that’s tony’s take two for friday seventeenth of july twenty eighth show of the year. We’re pre recorded this week, but you know how sincere i am in sending live listener love if you are one of the live listeners today, thanks so much for being with us live listener love to you podcast pleasantries wherever you are, whatever device washing dishes or otherwise, whatever it is you’re doing pleasantries to the ten thousand over ten thousand podcast listeners and affiliate affections to everybody listening on those am and fm stations throughout the country. Our affiliate network. Thank you so much for being with us. All our affiliate station listeners. Here are farrah trump, peter and cura marchenese from anti seizure keeping your website current after launch welcome to tony martignetti non-profit radio coverage of ntcdinosaur non-profit technology conference twenty fifteen we’re at the austin convention center austin, texas with me now are farrah trump, peter and kira marchenese sarah is a vice president for big duck and kira is senior director, digital strategy and platforms for the environmental defense fund. Sarah sarah, welcome, welcome you welcome. Thank you. It’s. A pleasure to have you both here. Let’s. Start let’s. Start with you. What are what are non-profits not really planning around enough when they do a web redesign or maybe even a launch. Everybody gets so excited about having the new site that it’s like you bring home your brand new car and you never think about putting gas in it, much less getting the tires changed or oil put in it. And so what we focus on our session focus on in our session is all of the things that you do need to keep track. Of after you’ve brought home your shiny new website and concrete tips on how to do so, uh, what are what are some of the things that you’ll be talking about? Just tick off a few topics. How does stretcher resource is further so that you can fit more smart updating in you in your regular schedule? We’ll talk about structuring your sight to minimize the need for updates, and we’ll talk about how to keep yourselves accountable and make sure that you actually do the updates that you’ve planned on doing. Okay, farrah anything i think you want to add at this early stage, just that i think just to build on this care and i did a session three years ago at the ntc twenty twelve called is a time to rethink your website, and that session was all about, you know, first, starting with a clear understanding of your goals and audiences before you go and change the design change, the content changed the technology, wait a really great conversation with staff and everyone and non-profit staff consultants who attended and we’ve since done it and other conferences, and it spread a lot of good thinking about do i rethink my sight? So i have to completely overhaul it? Are there incremental changes i can make? Well, we realized, as we were sort of reconnecting on this topic recently was again a sort of cure was saying there’s, so much energy put into building a site, you know, redoing your sight can take six to nine months for some organizations a year, and then all of a sudden it launches you like great done seeing three years check off. Exactly, and what we have found is especially, you know, your your website. Still, even the web sites have been around for over twenty years. It still is the one of the main places supporters will go to find information about you, and it is important that that site represents who you are and what you’re about on also is somewhat current with user experience and what people are looking for in a basic website so responsive, for example, on other things, and and that means that your sight’s still has to be dynamic. It can’t be a brochure, so if in organizations made it past this idea that their website is not a brochure that step one but i still, even though that happened let’s say, non-profits and organizations got that over ten years ago. And, you know, our website needs to be engaging. Great. I still think that there are lots of non-profits out there. They build their sight, they set up the information, they walk away from it. So this idea of this session is how do you keep that site current and think about it being a living, breathing representation of your organization and a way to connect with your community beyond that launch button day. Okay, care. I see you nodding a lot. So total agreement, your did this three years ago. So you know, the beginning of this three years ago, this is this is this is the sequel, and this is how we’re keeping it current. Okay, this is the electric boogaloo part duitz. Yeah, exactly. Remember that break in electric boogaloo? I don’t know, eighties. Um, okay, so, let’s, stay with you. Ah, farah what’s your wee. Where should we start with this? Start this process. Well, karen mentioned stretching resource is further. Is that is that a good place for us to start? Yeah, i mean one of the things that we often hear when we say, well, wire websites not kept up to date or wire people, you know, aside from this feeling of okay, it’s changing a belief, certainly that i do have to think about my sight beyond launch, but more than that, we always get this conversation that, well, i don’t have enough time. I’m busy getting the next email out, i have to worry about my fund-raising campaign, we’ve got all this advocacy, this petition, we’re running, so everyone sort of caught up in the day to day their communications that they want the website to be on autopilot. Eso what we’re really looking at is, yes, we know you don’t have enough staff time, we know you don’t have enough money, what are some things you can do once we get past that acknowledgement? And so we’ve got a lot of suggestions about how you can, you know, take those limited resource is and be smart about you want people to stop saying we can’t way have this other stuff, so we’re just gonna throw up our hands and website just we’ll have to suffer exact what can we do with the limited? Resources that we do have exactly. Okay, exactly. Xero what can we start to do? Well, the first thing that you can start to do is evaluate what resources you have and how much you need, and so we’ll go through ah quick little math exercise on our site. We have about one hundred pages that need some kind of maintenance there, not a press release or a block post that has a date on it, and nobody ever expects those to be updated. We’re talking about the page, the about us, paige, our privacy policy pages about certain projects that were working on those need a little bit of care and feeding, and one of the first things you do is you say, well, if i’ve got a hundred of those and i think it’s going to take a couple hours of time, tio, get each of those updated one hundred times a couple hours that works out to five weeks of solid work time in is that reasonable? Do you have five weeks? You know, some organizations do and that’s great, and they’re a head of a lot of the rest of us, but a lot of us. Will say, oh, in two hours, that’s really not enough to update this page because i’m going to have to talk with the program’s staff who managed this manages the project, and then they’re going to have to approve the changes that i make and all of a sudden you’re like, man that’s, eight hours so that’s one hundred days and you know, where am i going to find that hundred days? So the in a lot of organizations, you never have that conversation, and you just have an out of date website in a stressed out staff. So the first thing that you can do is try teo, get it? Well, why’re we stressed out, is it because we don’t have enough help? And maybe we can hire a temporary writer to help us? You get on top of this, or have we just really taken on more than we can handle? And we need to reevaluate how many pages we have on the site. So if we can find a concrete place to start that conversation, we can start solving the problem you have in one of the things that we were talking about is like, what does? Your website being out of date really look like so that could look like everything from your board listing just doesn’t you know, you added somebody on the board two months ago, but they’re still not listed on your site so that’s kind of a minor out of date. But one of things that drives me crazy is when i go to an organization’s website and i see, like, save the date for her upcoming conference in december twenty fifth eleven but i mean, maybe that’s a little exaggerated, even last a month out exactly. And it’s like no, come back. You know, the next day i should see conferences from the pictures from the event i should see what happened. I should see the tweets, the storify, whatever it is. But i think when organizations say, like what’s new and you go to the what’s new page and it’s talking about things from six months ago again your donor, your activist, your participant is going to think you’re not keeping things up, and then they that will actually impact your reputation. So, you know, at big duck, we think a lot about your brand, so so our angle on a lot of this is hacking you your user website as a way to really continue to build a relationship with your supporter. Your website. Visitor. Whoever that is and make sure that you have said, is just enhancing their perception of you and not eroding it. And so, you know, when your website is out of date, it will start. People won’t think they’ll think a lot less of you, it’s, like coming by to your office and see that there’s paint chipping on the wall. What else? Anything you want to add to ah, what kira suggested about howto evaluate what? What? What? The task is that’s ahead of us. Yeah, i mean, i think here is laid out of really thinks about it so smartly, which is why i love presenting with her we’ve a love fest, but i think not, you know, it’s great to think about what are the pages, how we maybe minimize those number of pages we have to keep up today, but then layering in again, this idea of goals and audience is coming back to that, which is saying, okay, let’s say there are a hundred pages we’ve built the site, i can’t change it, it is what it is. I only have twenty days and not one hundred let me then focus my twenty days on the twenty most important pages, and those most important pages were the ones that maybe get the most traffic are most critical to any initiatives you’re running and are really the ones that your audience are looking for. Not necessarily the page at the executive director of the board chair tell she was most important, which is another congressman, we’re definitely gonna get into the board and senior senior leadership, they have their opinions as well, but it becomes very difficult and even your own staff. You know, one of the things that we’ll talk about is that editors and writers really like making things that are new, and there i won’t forget the first time that my online writer realized that it wasn’t it she’s pushing the rock up the hill, and it comes rolling back down and she’s got to push it back up again. We got a page lunch and she had really worked hard on it, and it came out great, and i made the mistake of saying to her right after it launched like, oh, great! And then the next time we come back and revised this page, we can look into this bit of it, and we’ll have data about that and the look on her face, who’s, just don’t make me do it again. You don’t have to do that again. And so it’s, not just the senior executives who are pushing us to do things that may not be really what’s most needed no it’s, always fun to do something new and it’s. Not as fun to go back and redo something that you thought was done a year ago let’s probe this little deeper when we’re getting of suggestions from boards, senior leadership, how do we how do we manage that on anybody? When, when, when their suggestions are misplaced, right about priority? It all goes back to what sarah said about goals and audiences, and if you’ve built a strong understanding with all of your stakeholders about what your priorities are and how you’re going to connect with your audience is then it’s easier to go back to that is a foundation and you know, if you can say yes, i understand that this is important to you, and when we’ve when we look at what people are looking at, there is a mismatch here you khun service that and have that conversation with them if you haven’t reached that agreement, it’s a lot harder to shift that conversation later, and i think when they come to you and say we want to change its pages, ask questions, why? In who? You know, why do we need to change it on dh who really needs this page? Updated who’s looking for something new that’s not already on there and let me tell you a little bit based on those thinking about the wise and the who’s, what i think we should be focusing on now, at the end of the day, i could say all i want to say about that as a consultant, but you live in an organization, and sometimes you have to listen to the senior leaders, but i think you can at least try and have a strategic conversation as much as possible, and you can set the agenda as well. You know, we don’t wait for our senior communications executive to find a page on the website that he thinks need to be needs to be updated. We tell him here the pages that we’ve decided to focus on for the next three months and here’s what you’re going to get from it. And so by framing the conversation again, back to the goals and audiences, you can take more control of it. I’m being proactive with that, i think you know, the other thing i’m thinking about us were talking, and we spoke again a lot about this previously, which is, i think organization non-profits have to make the shift of thinking about their website as a program, right? So you know what i mean? Like so if you think about the programs you’re putting out in the world, whatever those those maybe whether they’re in person, whether their, you know, whatever services you’re providing, if you think about your website as a service you’re providing, then maybe the idea of giving it, you know, love and attention and care and feeding feels a little bit more comfortable. I think when people still think about their website as this, you know, printed, you know, like the statics for tools, the support tool, but not a living breathing mechanism that could help advance your mission and connect with people. That’s what we’re really talking about. Excellent. I love that love that idea think it seems very simple programs, and it is so fundamental reputation, right and reputation and brand that all sang like that we’re thinking about exactly let’s move teo structuring the site two to help to minimize updates who was firing? One continues, i’ll speak briefly, but i think here has a lot of great things to say here i think you know when it comes to when your first structuring your site it’s important to think about what are the priorities that my audience is looking for again? Not necessarily what i’m what the senior staff for any staffer looking for, but it really ask the questions if you have an existing site doing user testing, finding out really what the community wants from your website again thinking about it as a program, and then once you’ve structured the site, i mean again asking those questions that, you know, in six months from now on, we’re looking at all those pages we have to keep up to date how we done ourselves a disservice. Certainly i’m not saying you should build your sight in a way that it doesn’t have to be updated. I think it’s important again for that website to be a living representation of your organisation, but maybe minimizing the number of pages that might have to get those updates and think about, too. What are the pieces of the site that need to be time sensitive and need to be up to date if it’s the description of you know your mission around a particular project area that’s probably. Not going to change. And you should probably structure it in such a way that that part of the page is is evergreen. And there might be things around it that change. There might be a little news box next to it that has blood posts and press releases saying the newest things about that program. But if you don’t have tio embed it all together so that you have to rewrite the entire text, you know, every three months, you’re going to save yourself a lot of time. 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 philantech tony tweets to, he finds the best content from the most knowledgeable, interesting people in and around non-profits to share on his stream. If you have valuable info, he wants to re tweet you during the show. You can join the conversation on twitter using hashtag non-profit radio twitter is an easy way to reach tony he’s at tony martignetti narasimhan t i g e n e t t i remember there’s a g before the end he hosts a podcast for the chronicle of philanthropy fund-raising fundamentals is a short monthly show devoted to getting over your fund-raising hartals just like non-profit radio, toni talks to leading thinkers, experts and cool people with great ideas. As one fan said, tony picks their brains and i don’t have to leave my office fund-raising fundamentals was recently dubbed the most helpful non-profit podcast you have ever heard. You can also join the conversation on facebook, where you can ask questions before or after the show. The guests were there, too. Get insider show alerts by email, tony tells you who’s on each week and always includes link so that you can contact guests directly. To sign up, visit the facebook page for tony martignetti dot com. You must have other ideas about that physical structure around around timesaving go ahead, please. So another one is, and this one is a little harder to explain without the screen shot in front of me, but what we used to dio is, you know, every page had a bunch of sub pages, and anytime self they needed to be updated on one of the sub page you work on the sub page, it would be this longer, bigger piece, and then, you know, you’d have to go to the page that was above them and like you had all these updates in different places, and what we’ve done is just eliminate a lot of that, and so will have an overview page that has, again the evergreen overview of here’s, the work that we’re doing and why it matters. And then we’ll link off to a few more timely things, like a block post about it or a press release, some kind of statement or testimony, and when that piece ages, we just delete the link. And so we keep that high level overview of what we’re working on and why they’re little supplementary pieces of it that give you a sense of what’s going on right now? But we haven’t built it in the structure of the site. We haven’t created extra pages, we haven’t, you know, built it into the menu, and once you build something into the menu that’s really tough because if you have four things in the menu, every one of them has to be updated. But if you could just have an overview page that refers to for things, you give yourself a lot more flexibility. Excellent, excellent! You got more that’s, a that’s, a great one, i think that’s about it for a structure there. I missed anything. No, that sounds good. I mean, one of the other things i knowthis is neatly under structure that we talk about is sort of using the work that you’re doing another channel. So let’s say you’ve got this great instagram presidents or you’re really active on facebook or you’re tweeting a lot and thinking about how to embed or bring that content in as a way to keep your sight feeling dynamic and what’s the right places for those things. Where should that live on your site? How should it live on your site? That’s another thing that we have people think about, okay, so it’s possible to have more than just a little little box recently sent tweets exactly what more can we didn’t mean? You could just have the most recent tweet you could, depending on how sophisticated your twitter ah, you know your your twitter tweeting is if you use specific hashtags, you can connect those hash hoexter appear on specific program pages or bio pages if staff members are mentioned by name or by twitter handle okay, yeah, things like that so just being like taking it up a notch, being a little bit more sophisticated with how you bring it in, but while we’re talking structure let’s also go into deep structure, which is actually the platform that you’re on. And this is another part of website e i love that i asked you before you kind of threw up your hands and and then a man came back and now now it’s come back in a deep strike now we’re getting deep deep here throw this goes into the category of invisible ways that your sight can be out of date, you know you can come to my site and you can’t tell easily if i’m running word pet press three point seven or four point two, but it matters, and if you fall too far behind on those updates, you open yourself up to security risk as well as not being able to take advantage of the latest developments on your platform. And this is something that i think a lot of the content specialists just don’t have on their radar and it’s something that you need tio have a sense of how often your platform updates, which are the updates that are important for you to take advantage of and then work with your vendor or your in house team to make sure that, you know, you’re sticking to a schedule and you’re not falling too far behind. Yeah, i mean, i think websites have sort of two sides, right there is the front end, which is what the user experience is what the person sees, what they can tell is happening with the organization based on your site, then there’s the back end, which people love when i say back in, then there is the back and that’s where they’re headed, right? And, you know i think you think people are thinking that because i’ve had people say it’s, because your mind is in the garden sometime sometime, i here i am back in altum now, maybe i don’t i don’t have the same day, and my body studio is okay. So the on the back end of the website, we’ve got your content management system and your constituent relationship management system, and sometimes the cms sincere amour love lovingly integrated sometimes they are two or twenty different systems that are connected to your site, depending on how you have it set up and it’s important again to think about as a staff you’re worrying about how those things work in secures point, you need to make sure you’re paying attention to both sides of the equation s so that the site is not only again representing you well, but also doing all the work it can for you and and supporting your fund-raising your outreach, whatever it might be that you need those systems to be working well and up to the latest date of what they can do for you care. When we did an overview, you mentioned accountability keeping you’re keeping yourself accountable, what’s what’s this about. Well, once you decide that you are going to stick to a certain update schedule, i mean it’s like sticking to a diet, right who’s going to be able to do that completely on their own without any sort of reminders or accountability, some of us can, but most of us can’t, and i can tell you one thing that definitely did not work for us, which was having the systems and automated reminders, you know? Hey, tony, this page is out of date, you might want to check it out just became anxiety producers and it’s so easy to ignore them because the system won’t know if i don’t do anything about ignore exactly. And so one of the things that we found is that in order to hold yourselves accountable, you really need a person to be part of that and there’s usually somebody on your team or associated with your team in some way, who is going to be open to taking on that roll. And, you know, one of the things that i encourage people to do is figure out who that person is embraced that about them, you know, used. There, there their charm and organizational skills. Thank you. Fair lovingly nudging. Yeah, and you know that that’s going to be the person who has all the spreadsheets and gets really anxious when deadlines are approaching, you want that person sharing that that skill with the rest of your team? Because otherwise it’s just too easy, like farrah was saying in the press of all of your communications and email schedule on all of that to just let this thing that feels not as urgent slide, but, you know, you do that too long, and all of a sudden you have five weeks of work backed up that you could have been tackling a little bit like a project manager function. Okay, the other thing we talked about this is about accountability, general, with all sorts of things is the racy model? Do you know that the r a, c i so that stands for responsible, accountable consultant informed, and the idea is that at the start of every project, you think about those different roles, so for example, we may be accountable to the executive director, but they don’t need to know they’re not they’re not responsible for things. That they don’t even have to be consulted are informed they just want their they’re ultimately accountable. Maybe they have to be informed, but the communications director has to be consulted, and then the communications manager is the person who’s actually responsible for getting it done. So thinking about those different levels of where people have to weigh in so that you’re not, you know, waiting on this, you’ve got this long list of pages, you have to go through ten people thinking about people’s different roles on that accountability scale could be very helpful, okay? And then another thing that you can do in addition to getting a person involved is think about how you’re presenting to yourselves, the work that needs to be done. So, like i said, it doesn’t work to just have a system generated email land in somebody’s email box, and nobody knows it’s there one of the things that has worked for us is to do a chart and the amount of red on the chart shows how many pages have past their expiration date on the site and visual yeah, eso to share that publicly and then there’s a sense of sort of shared accountability like, oh, how did the red get so big? And i’ve actually had the editors say, wait, can we wait just a couple more days before we make the next charge? Theo? Yeah, exactly out of the rain. It looks so much better if we could just getting forty eight, forty eight hours. Yeah, exactly. And so figuring out what the right tools are to motivate and and get your people feeling the urgency about it, i think it’s going to be different for every organization that’s one that’s worked for us. All right? We still have another couple minutes together, like, another three minutes or so. What? What else do you want to share that we haven’t talked about yet? I mean, one of things that we sort of end the session on is that people should make a road map for themselves. What? What should they be doing? As you know, is a result of thinking about this. What do they think they need to do immediately? That might be doing a sort of friend and sweep of the site and figuring out like, oh, my god, we have that, you know, what’s new section that hasn’t been updated in two years or, you know, put out the immediate fire is the low hanging fruit, as we like to say, so make a road map of what do i need to do this week? This month? What do i need to do over the next six months? What do i need to put on a schedule for next year and just really plotting out? What did you and making yourself unorganized way to think about it cause there will be it’s like anything? Lots of anxiety around this issue? Oh, god, and it really is i was doing it wrong, or i’m worried about it, but just really just try and plan it out, map it out and think about where is the biggest thing you need to put your attention on with the resources you have, kerry wanna add anything? Just that this is never challenged, that anybody has completely conquered, and even though i’m up here, you know, sharing tips and wisdom that have we’ve come across our site is not up to date entirely, you know, we haven’t gotten rid of the red on that chart, it’s, very brave of you and well. I’m sure if you poked around hard enough, you could find something that was obviously out of out of date. So it’s also being kind to yourself and acknowledging that this is something that you’re going to be working on for a while. All right, we have to do a shout out. Tio sarah, sarah, durum who’s the cold herself president or ceo and president the grand poobah i call her the big big duck of big. Alright and today your birthday have hurt the chariots. March forth it is four. So happy birthday sorrow they sarah happy twenty nine. Yes, of course. And she’s been on the show. She’s wanted me to get you for some time now. Here we are. Here we are. All right. We’re gonna leave it there. Thanks for having us. My pleasure. Thank you very much. Kira farrah trompeter is the vice president? Maybe someday i don’t know. I don’t know. I like it. So it spread like vice president you do. Alright, vice president of big duck. They’re consulting agency thinks a lot about brands and reputation in new york city. I’d like to visit your office any time. And kira marchenese very good, thank you. I names are important. See she’s, the senior director for digital strategy and platforms at the environmental defense fund and again farah kira, thank you very much. Thank you, thank you, stony martignetti non-profit radio coverage of ntc non-profit technology conference twenty fifteen at the austin, texas convention center thanks so much for being with us. My thanks always to everybody at inten the non-profit technology network loved being at that conference each year, and i’m sure i’ll be there next year. Also next week it’s our twenty fiftieth show next week we’ve got giveaways in studio guests all the regular contributors have a comedy sketch, live music, a new sponsor and lots more going on two hundred fiftieth show fifth anniversary of the show we’ve been doing this each week for five years be with me next week are two hundred fiftieth show july twenty fourth. If you missed any part of the two hundred forty ninth show, find it on tony martignetti dot com opportunity collaboration with world convenes for poverty alleviation it’s an outstanding unconference that will ruin you for every other conference it’s over ninety three percent sold opportunity collaboration dot net our creative producer is claire markoff. Sam labor, which is the line producer show social media, is by susan chavez, susan chavez, dot com and our music is by scott stein. Thank you, scotty, with me next week for non-profit radio. Big non-profit ideas for the other ninety five percent. Go out and be great. Hey! What’s not to love about non-profit radio tony gets the best guests check this out from seth godin this’s the first revolution since tv nineteen fifty and henry ford nineteen twenty it’s the revolution of our lifetime here’s a smart, simple idea from craigslist founder craig newmark yeah insights, orn presentation or anything? People don’t really need the fancy stuff they need something which is simple and fast. When’s the best time to post on facebook facebook’s andrew noise nose at traffic is at an all time hyre on nine a m or eight pm so that’s, when you should be posting your most meaningful post here’s aria finger ceo of do something dot or ge young people are not going to be involved in social change if it’s boring and they don’t see the impact of what they’re doing. So you got to make it fun and applicable to these young people look so otherwise a fifteen and sixteen year old they have better things to do if they have xbox, they have tv, they have their cell phones. Me dar is the founder of idealist. I took two or three years for foundation staff, 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 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 expected to grow and savvy advice for success from eric sacristan. What separates those who achieve from those who do not is in direct proportion to one’s ability to ask others for help. The smartest experts and leading thinkers air on tony martignetti non-profit radio big non-profit ideas for the other ninety five percent.

Nonprofit Radio for May 1, 2015: Multichannel Storytelling & Your DR Plan

Big Nonprofit Ideas for the Other 95%

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Opportunity Collaboration: This working meeting on poverty reduction is unlike any other event you have attended. No plenary speeches, no panels, no PowerPoints. I was there last year and I’m going this year. It will ruin you for every other conference! October 11-16, Ixtapa, Mexico.

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My Guests:

Jereme Bivens and Megan AnhaltMultichannel Storytelling

Once you have the best stories, make the most of them across the web, social media and email. Jereme Bivins is digital media manager for The Rockefeller Foundation and Megan Anhalt is strategy director at Purpose. We talked at the Nonprofit Technology Conference.

 

 

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 is also from NTC.

 

 

 


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Hello and welcome to tony martignetti non-profit radio big non-profit ideas for the other ninety five percent on your aptly named host oh, i’m glad you’re with me. I’d be stricken with ataxia telly inject asia if i inherited the mere notion that you missed today’s show multi-channel storytelling once you have the best stories, make the most of them across the web, social media and e mail. Jeremy bivens is digital media manager for the rockefeller foundation and meghan anhalt is strategy director at purpose. We talked at the non-profit technology conference and your d our plan disaster recovery. Ignore it at your own peril. What belongs in your d our plan darva barca is vice president of technology for lift that is also from on tony’s take two thank you, responsive by opportunity collaboration with working meeting on poverty reduction that will ruin you for every other conference. Here’s our first ntcdinosaur today’s show on multi-channel storytelling welcome to tony martignetti non-profit radio coverage of ntc twenty fifteen, the non-profit technology conference we are in austin, texas, at the austin convention center and my guests are jeremy bivens and meghan and halt they’re seminar topic is multi-channel storytelling for social impact, jeremy is the digital media manager for the rockefeller foundation, and megan and halt is strategy director purpose. Jeremy meghan, welcome. Thank you, let’s. Start with start with jeremy bivens. Why is storytelling so important? Storytelling is important because we have a lot of social sector organizations that are out in the field collecting stories from their impact working with communities around the world and storytelling helps catalyze people to action, to donate money, to volunteer, to help communities so it’s really important that we capture those stories, that we share them to maximize impact. And why your storytelling so much better than some other forms of content that we have a story telling storytelling interacts this in a different way. You had trouble with storytelling, interactive storytelling interacts with with us in a different way, it kind of tugs at the heartstrings and and inspires us to take action. It educates us, but it it really it motivates us to do more than just doing. Ah report let’s say an eighty page report full of statistics and fax is great, but if it doesn’t, if it doesnt make action that it’s not doing its job and stories can help help bridge that gap. Emotion. Yeah, you want anything? I mean, i think, like, what is really incredible powerful about stories is they do have that human connection they are able to cut through, you know, different very complicated con content or other types of content that are really hard to really connect with on be able to really tie into that emotional human connection. So being able to have that authentic experience where it really motivates you and inspires you to want to do something and that’s where for the work that we do around really driving impact and driving action, it could be a really powerful motivator. Call megan, remember to stay close to the mic when you’re when you’re talking ok? Yeah, no problem. All right, thank you, megan. How do we find the people to tell the stories that we recruit the right ones? Yeah. I mean, i think it goes down, teo really being clear and defining what your goals are for the impact that you want to have in the world and then identifying the people that can be really powerful storytellers for that, that goal. So an example, i talked about in our session yesterday is on this organization called the syria campaign identified this brilliant group of men on the ground in syria who were first responders in the syria crisis. Ah, and they called the white helmets, and they were really powerful story teller because they were sort of be able to bring this like, hopeful element to the work that was happening on the ground, and so it allows people to not feel overwhelmed or sad or feel like there’s, not a hope in what can you can accomplish, and so they’re become really strong advocates for the work that they’re doing so that you can really inspire people to want to take action and not feel like there’s nothing that can happen, teo, be able to have that impact, okay, but within our organization’s jeremy, how do we how do we find the right people? How do you find the right people? Tell story. All the stories you know, storytelling is really a collaborative effort. It’s not just the responsibility for the marketing of the communications team it’s, about everybody working together to define what those stories are. So people that are out in the field collecting photos, collecting quotes, it’s about bringing back things that tell a greater story arc the greater narrative of what your organization is trying to accomplish. So that’s really a joint effort? What if somebody’s good? You believe they have great stuff to share stories to share, but they’re they’re reluctant. I don’t want to be in front of a mike even if it’s audio only i certainly don’t want to do a camera. How do we get started to cajole them? Teo, help us out. So when it comes to storytelling, especially our reluctant storytellers a lot of times a laying that fear is maybe just in baby steps it’s working with them to produce blawg posts instead of going right on camera it’s working with them in media training, it’s working with them in speech development. But oftentimes those daunting task is sitting down and saying, share a story with me because it doesn’t give anybody charlie that place that’s not too helpful, right? Tell me a story exactly. About what? Why who’s listening, right? So instead, really the best way to go about it. Say you’re going to the field today? Can you bring back one quote? From one of the teachers that was helping a student in your in your tutoring center. Can you bring back one photo of the well that we helped dig in sub saharan africa? Something like that. So it really sets the stage say, oh, of course i could bring back one photo. Yeah, one quote, i can definitely get on board with that, and it helps ease them into the process of great stories, and then maybe they’ll be willing to provide some narrative for contacts to that photo or that quote, right once you bring them into the process and they feel like they’re a part of it, they feel like they’re owning it will get more comfortable sharing stories. Okay? Bacon you got any ideas for? Ah, people who are reluctant, uh, we’re reluctant contributors. Yeah, i mean, i think, like, really, as jeremy was saying, starting first by getting them to just ride out the different things that they think that are relevant to the work that you’re doing on being able to sort of break that down for them in a way. That’s really simple s o that they don’t necessarily have to go on camera. Or be sort of the actual microphone for the story itself. But as jamie was saying, being able to, like, break that down through photos to be able to tell the story, sort of on their behalf, okay, okay, how about, uh, once we’re in in production, whether it’s you handed them a iphone or you’re in a studio, maybe more formally, what advice do you have there? In what way? Buy-in coaching them in getting them? Well, presumably there already over there, their reluctance, but maybe now that maybe they stage fright, they were they were willing coming a driving in, they were fine and walking in the door, but now there’s a mike in front of them? Yeah, or in, you know, in coaching, yeah, how do we help them out? I think like one of the key element there is just staying authentic and being true to who you are in your own experience and not feeling sort of like that you have to be over coached or over polished because what we’ve seen in the work that we’ve done, purposes that people really connect with that authentic experience in that raw moment of being able to sort of share in your own voice, that experience that you’ve had, what what do you think is a good story? Maybe i should ask you that first we’ll get around, i get around the good questions. What, what? What? What makes a good story? I think, well, we’ve seen a lot of different elements that really drive really powerful stories, particularly ones that are really share a bowl and connect with a lot of people, so one of those elements is people really like to be surprised they like to hear something that they haven’t heard before. They also really like having that human connection. So as i said, that, like authentic, raw, human, honest moment could be really powerful, with people also being a little bit of paying attention to the right place and the right time, and i don’t mean that sort of by luck only, but also paying attention to what is happening in the news cycle, what people are already talking about events that are happening and sort of what’s already getting attention and being able tio leverage those moments as well, toe add a new element to it, that sort of hook news hook. Something talking about jeremy got more advice, anything you want, teo, that hits the nail on the head, being contextual and being relevant, somebody can identify with your story, they’re going to be more willing to share it. They’re going to be more willing to understand and they’re going to be more willing to take action. Okay, okay, and we’re going to move on because i don’t want to overlap too much with storytelling, storytelling, conversation i had with someone a panel on an earlier earlier spot, but you have some you have resource is that people can use sites non-profits can use to help make them better storyteller so maybe we could spend a good amount of time. We’re not near the end. I’m not i’m not trying to wrap up. We’re nowhere near the end, but i like to focus on something that you have to add to the previous conversation so we don’t do to that of the same let’s. Spend some time on these resource is sites aps whatever let’s get started. Yeah, so the rockefeller foundation has invested some time and resources into this and partnership with our lead grantee, hataway communications and plenty of other people who have provided us input and we wanted to know what what was the real challenge for organizations to telling great stories. And so we had done two things. The first thing we did was we created a report that just kind of let you analyze the landscape of the field what’s available out there for resource is what’s available out there for tools. What are people saying? What our organizations saying that there were issues are what they’re really succeeding? Well, with and from that report and from all of that feedback wave created a platform called hatch for good and hatch for good identifies those five those five areas strategy capacity, content platforms and evaluation, and it helps organizations go through each of those pieces step by step so you can identify what your strategy is. You can go through your audiences with sort of content you should be producing, how you measure that what platforms are out there and available to you, plus that it incorporates thought pieces from thought leaders in the in the space that are sharing excellent stories, how they answer those questions, the types of campaigns that they’re running things like that so it gives you some inspiration, and also a framework to go by is, uh, for the number four it’s fo r hatch fo r good dot or ge. 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 that report that you mentioned that looked at what makes what keeps non-profits from being good storytellers, what lessons were there? Well, that was that was really focusing on those five pillows, and people were saying, you know, we don’t have the strategy behind it or we’re collecting a lot of stories, we’re sharing them, but we’re not getting a lot of feedback on them, so it was it was that mix of strategy capacity we don’t have enough people on staff, we don’t have the buy-in from our gdpr board, we don’t have the right content, that kind of thing, i say. All right, meghan another you have another resource that you can share? Well, i actually recently was involved in a purpose, the organization that i work for drafting a guide to digital to crafting digital stories, particularly with a lens for young people who are interested in sort of telling your story. You’re starting their own non-profits being able to bring sort of new perspectives to that on dh. That resource, which is an analog actually printed out guide that you can download it’s open source. You confined it purpose dot com okay. And what is going? To share a little more detail, what we’ll, what we’ll find there? Yeah, i mean it’s broken up into two parts, so the first part is really about identifying sort of the way to tell your story, really breaking down and thinking about the different elements of the story, which are very much in line with the resources that jeremy was talking about as well. S o thinking about things like goals, we talk a lot about a crisis, unity profess, which is really identifying a crisis that’s happening, but instead of sort of feeling overwhelmed and that you can’t there’s no hope coming out of that crisis, really turning that into an opportunity on being able to provide that hope in that story. So really thinking through that, and then it also talks about different platforms that you can use and how you can build those stories because a lot of times people think of stories justice being sort of full written out story. So blog’s are articles or sort of long form posts on, and we really think of stories as every little piece could be a story. So a facebook image that you post online with you know one sentence of content can be in a story and of its sound. Yeah, what are what are we talking about? His other platforms for storytelling before we get now, are there more resource is besides those two? Or there are there will be those of the crux, the resources you confined other other other places out there for block post that go through great detail. We were talking about this yesterday purpose has some fantastic campaigns to look at. Causevox has been doing some great stuff in storytelling big duck also has some resource is but a lot of what we’re doing now is taking what we see is the best of the best, and we’re trying to to get off their permission to put it up on hatch for good dot org’s so people can come and find one place where they confined all these great resources from all their best organizations that are doing the best storytelling. Let’s, let’s talk then, about some of the use of platforms. I mean, interesting that we can conceive of a picture in a sentence or two as storytelling nothing. Most people are thinking that way, so clearly is there? More that we should be thinking about more broadly on let’s just on facebook, let’s start there, is there? Yeah, i mean, i think there’s so many different ways you can tell a story on facebook these days. I mean, particularly with, like, you know, the native in beds of video now is getting really prioritized on facebook, so being able to create those videos, obviously there’s your stories now, you see a lot of those videos without the audio playing, so i think there’s a real opportunity there, as well as your people are scrolling through their news feed to be able to get that story without having the audio itself. But also, i mean, you see this a lot through images on facebook and there’s so many different types of images you can create that tell a story. I mean, a lot of people do like this or that, which is, you know, before and after cause and effect type of image, you also get really, like, thought provoking images, so people, images that really require people to think about an issue in a new way in one thing that you i’ve seen a lot particularly lately of on facebook is really just a photo or a snapshot of an individual on then really going behind the scenes to tell that person story. So it’s like here’s joe, who is an iraq war veteran, and then going into something related to the issue of veterans affairs. Ah, and so i think that is one element that could be really powerful was story time, okay? Anything else you want to add? Facebook? Jeremy, before we move off that platform, not not specifically to facebook? No, okay, we would like to go next. Well, i’m just thinking in terms of content like megan was saying photos and videos and different statistics and things like that a lot of times we received one piece or one piece of long form, like a publication or an essay or something like that has a whole bunch of different assets that are already too tied to it. So it’s about taking that piece of content and breaking it up so people have twenty ways into it instead of just posting your block post to facebook it’s about grabbing that photo and taking like a quote and saying, this is the quote, this is the photo and letting your audience engaged that that way, maybe there’s a link back to the block, maybe there’s a statistic that you khun tweet out with that video underneath it they’re different ways you can package that content that they comptel individual stories over the same narrative, the same longer narrative. Very interesting, alright repurpose ing dividing up helps helps increase your capacity, but it also helps give your story cem cem length, and it also makes sure that more people are consuming it. Then just package again into one giant report also also makes the storytelling craft less daunting. Yeah, you’ve got a couple of good stories that can be divided up. You could have you could end up with thirty or forty components across all the different channel. Exactly. Okay, excellent. Excellent. Should we wait? Talk specifically about twitter? You mean you know we’ve hit it sort of tangentially we haven’t named it but certainly could do what you just described on twitter anything mohr there’s now video on twitter anything mohr anyone add? Besides what has already been suggested twitter specific? Yeah, i mean, i think another thing twitter has done recently as well as images. So images are definitely king in the twitter feed these days, and so not just relying on that hundred forty characters but also being able to incorporate an image much like what worked really well on facebook. So being able to have these graphics that can have quotes or have the sort of bite-sized element that people can retweet and share, i think really thinking about like, what is that bite-sized element that could be easily consumable because we do that naturally, anyway, i mean, even if we’re scanning a long form content, we’re looking at the headlines were looking in the margins for sort of the key takeaways on twitter really allows you to pull out those key elements on and create bite-sized terrible content that’s, easily consumable and allows people to sort of share one keep perspective and on building on that, you could also you could also ask questions that on twitter and then build blackbaud post based on that feedback it’s a really quick way to the longer form content using short snippets or maybe a link to a survey if you want to ask more than just one question, yeah, if you could do a storify we actually recently the beginning of the year, we ask people with the what their big idea was for twenty fifteen what was the big social impact idea of twenty, fifteen? And so a handful of our staff leading up to it just tweeted our responses to that question, and then we embedded it into the blood post and people could comment back and say, this is my idea for twenty fifteen or they would respond over twitter and they would put that up there, and then we shared it on facebook and they would add it to the comments so they would reply directly back to twitter again on the comments on the block it takes again that one concept of an ideal what’s your big idea for twenty fifteen and it turns it into something that’s cross platform. Okay, well, we still have a few more minutes left together. What we could talk about some more platforms. We haven’t touched on instagram wherever you want to go, but what else will she got? I mean, in terms of the platforms, the platforms are you know, wherever your audience is, maybe if you’re dealing with youth, you don’t. Want to be on facebook anymore? Maybe you’re looking at snapchat how you, how you actually use that? Maybe there’s an entire generation of baby boomers that are now embracing facebook, so a lot of organizations that might do service baby boomers should be thinking about what’s our facebook strategy for our content. So the platform is really against whatever you set your goals to be again on your stories. Now, do you want to be talking to you? Let’s say little about snapchat? We don’t talk about that too much on show how much you use that for, for storytelling and again, this is this is for people or organizations that want to be talking to teenagers basically right? But if if that’s your objective, how could you be using snapchat wisely for stories? Yeah, you mean in snapchat? Because of the nature of the the disappearing nature of their work? It’s a great way to share things that might be kind of taboo i could see it being used for planned parenthood let’s say i could see them using it to great effect, convert convening ideas to a younger audience that maybe they would be too embarrassed to. Be looking up online themselves or to be looking at content that would stay on their phones. They have this is ah, it’d better information that you can see that disappears or a meeting date or time, things like that you can communicate directly out to your audience that’s temporary doesn’t have to be there for him. Okay, one example of an organization that i think used snapchat incredibly well, eyes do something dot or ge, they’ve been on it for quite some time now and do some really interesting things. So if anyone out there is really interested in seeing how you could engage teens in that in that snapchat way, they’re great organization to check out and you’re not the first guest in these two days to recommend recommend do something for talking, teo, i think they’re they’re targets like fifteen to twenty five thirteen to twenty five some like that when they do great work. Yeah, yeah, i’ve had aria finger on the show talking about do something and i’m also talking about t m i, uh, theo of their consulting spinoff? Yeah, i could do something about it also neo-sage let’s. See? Okay, we got still got a couple minutes where where would like to go with this? You you talked for ninety minutes on storytelling, so i know that i haven’t covered everything. What else more is more than a share. I mean, what else more is there to share about storytelling? I you know, i think a lot of organizations don’t think their storytelling organizations i think that a lot of people would probably listen to this and they would say, well, that’s, great, but that’s not for me, i don’t do that kind of work, and i think that that’s probably ninety nine percent of the time not even remotely true, that it just takes it takes a moment to step back and consider how your work is affecting people. So even if you’re not doing direct service, it’s, the work that you’re doing, how how, how you’re helping those organizations access it right? So it’s either on an individual level or an organizational level. How are you making people’s lives easier? How are you changing things for the better? And if you take a step back and identify what that is and start mapping out what that framework looks like, you’re going to find a place you can tell a story, you know, meghan, in your work, have you seen organizations that felt it wasn’t for them? It’s just they didn’t have anything t tell. Yeah, well, i think a lot of times people think that they don’t necessarily have they’re not, you know, maybe doing direct work on the ground or feel like they don’t have access to those stories that they traditionally think of as the ones that are incredibly powerful. But i mean, in the work that we do and particularly when you’re an organization seeking to have impact, one of the most powerful ways to show impact is through the stories of the impact that you’re having on, and that doesn’t always have to be work on the ground. I mean, it could be working with the siri’s of organizations, but i also have a social purpose and being able to help those organizations, maybe it’s, a young entrepreneur who just started a new organization, change the world coming out of school, being able to tell that story of how you were able to help that individual can also be really powerful. I mean, you see a lot. Of times who we do, you know, an annual reports are report backs for donors and that’s a storytelling i’m being able to find the right way, tio sure, that message can be key. So i think all of this applies for that that as well, yeah, ok, so do cement prospection. I mean, you’re a charity, you’re you have a charitable mission by design and definition. Who were you? Were you impacting? You got to be helping somebody and those somebody’s i can talk to you. Okay? Absolutely. I’m going to say it again myself. A couple more minutes share some more about whether we’ve even if we we’ve covered it, but maybe we didn’t cover enough detail here’s some more about stories. One of the points we went over in the session was this idea of the forty sixty rule that i borrowed from garth more from the one campaign and that’s about spending only forty percent of your time producing content and sixty percent of your time marketing it. So when you’re making that block post, no perfect is the enemy of good making sure that it’s good enough to go out, but thinking about who should see this block post who should see it and what do i want them to dio and then going to those places with, you know, whatever that content might be, because spending more time finding the right people that should be consuming it and should be sharing it and should be adding to it is ultimately more fruitful when you’re looking at your your analytics and your feedback. So you’re not just sending a story out into the wind and hoping that it catches on, you know, it’s got no value, then back in the morning it had anything to that? Yeah, i mean, i would say a lot of times, people sort of sometimes have quotas for certain number stories or start number of videos that they want to get out each year, and i think at the end of the day, the most important thing with any story they’re trying to tell is the story itself and that it’s compelling and that its strategic on and you’re creating that story for a reason and not just creating a video for videos sake on dh that’s really what’s going to drive the success of that piece of content in connecting with people is really having something powerful that people can connect with first on then thinking about sort of how you can use that to achieve your goals that you have for your organization on be able to build that impact. And then, as jeremy was saying earlier, be able to break that down into pieces and being able to use that story in a lot of different ways across different platforms to achieve your goals. Can we measure the r o i of storytelling? Absolutely. But you have to start with the strategy first, because maybe the roo i’ve storytelling is we want to raise more money, and we want our donors to being more involved. We want our board to be more involved. We need more volunteers. So, starting with your strategy and thinking about what your goals would be, why are we doing? Why are we still telling story exactly what i mean? What were we trying to do with these? Yeah. Okay. And then and then measure from there. Okay. Yeah. Purpose. We talk a lot about signaling and confirming that tricks. So a lot of times, people would be like, oh, great, this video got a million views? That was what that is, what we would consider a signaling metrics, so it shows the sort of a way of attention being brought to an issue, but it isn’t necessarily proving that doesn’t mean i can’t exactly uses worthless yeah, so you keep that in the category of could we keep that the category of, say, signaling metrics? But then you still have to pay attention to the broader change that you’re trying to have in the world and a million views on a video might be one thing, but a year from then, you might see some real impact on an issue that you’re sort of pushing through legislatively, and that video is all about that. And so that’s, where you’re able to sort of confirm that impact, ultimately it doesn’t happen right away. I mean, a lot of times when you’re tracking impact four stories, it takes a lot of time that speaks to a swell looking at the long form are the long tail of storytelling and that you don’t just want to produce that video, send it out there and hope open the best they need to start thinking about what’s. The game plan for this how we’re going to get this in front of the right people? Yeah, i mean, a classic example of this, of course, is in the marriage equality shift that has happened in the us over the past, you know, decades really on really that started with the power of stories. I mean, being able to connect with people on these universal issues of love, inequality on overtime, being able to sort of really connect with people on that issue and be ableto ultimately move the needle. All right? We’re gonna leave it there. Thank you very much. Thank you very much. All right. Jeremy bivens, digital media media manager for the rockefeller foundation and meghan and halt strategy director for purpose. My pleasure. This is tony martignetti non-profit radio coverage of and t c twenty fifteen the non-profit technology conference. Thank you so much for being with us. Tony’s. Take two and your d are planned coming up first opportunity collaboration. It’s a week long unconference in x top of mexico around poverty reduction throughout the world. This really is an amazing experience. There are no keynotes, there’s, no power points you’re always sitting in. Circles there’s lots of free time for making valuable friends let lasting connections new friends that can help you reduce eliminate poverty in whatever form you’re working it’s in october i was there last year. I’m going again this year if your work is at all related to poverty reduction, check it out. Opportunity collaboration, dot net, thank you for making it a double honor. I was honored last thursday, the twenty third at the hermandad gala and to make it a double honor. You were with me and i’m very grateful non-profit radio fans really stepped up and together we raised nearly five thousand dollars to save lives with water projects in rural dominican republic. The whole event raised over twenty five thousand dollars and i thank you. Thank you very much for being with me. My video thanks. Is that tony martignetti dot com that is tony’s take two for friday, first of may seventeenth show of the year here’s our next ntcdinosaur view on your disaster recovery plan with dar veverka welcome to tony martignetti non-profit radio coverage of ntc twenty fifteen the non-profit technology conference we’re 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. Dar welcome, thank you very much. Good to be here. It’s. A pleasure to have you this day two, we’re highlighting one swag item at and ntc per 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, um, 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 want to 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 changed 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 and 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 crush on, 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 don’t have a d r 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? All right. Before we 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 or 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 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. 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 hopefully i’ve ever 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 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 to finish at the top ten contact list, three team members contact list for your vendors, a call tree and some sort of communications. How do you tell your organization and your members that you’ve had a disaster? Either your servers have gone down, your pipes of burst and your communications are 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? First, you 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 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 and we’ll think about it. How would you get back online if the’s various things happen 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 youse outsourced thes days and there’s there’s a lot of manage service providers that specialized 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? Latto 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 outside is some place you go to a different drink, cold water or hot? Sure cold site would be where you’ve got another location. Let’s say you have a dozen sir servers at your location, and in the case of, you know, 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 ah, 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 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 teo 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 focuses 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? Versace 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 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 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. You can join the conversation on twitter using hashtag non-profit radio twitter is an easy way to reach tony he’s at tony martignetti narasimhan t i g e n e t t i remember there’s a g before the end he hosts a podcast for the chronicle of philanthropy fund-raising fundamentals is a short monthly show devoted to getting over your fund-raising hartals just like non-profit radio, toni talks to leading thinkers, experts and cool people with great ideas. As one fan said, tony picks their brains and i don’t have to leave my office fund-raising fundamentals was recently dubbed the most helpful non-profit podcast you have ever heard, you can also join the conversation on facebook, where you can ask questions before or after the show. The guests are there, too. Get insider show alerts by email, tony tells you who’s on each week and always includes link so that you can contact guests directly. To sign up, visit the facebook page for tony martignetti dot com. Lively conversation, top trends and sound advice. That’s. Tony martignetti non-profit radio. And i’m lawrence paige nani, author off the non-profit fund-raising solution. Oppcoll do we need to prioritize what 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? What 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 would say the 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 d r 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. Because 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 choir, 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 way, john 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. 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 it gonna 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 i think is your equipment covered. And what do you have to to do with that in terms of accounting for it? If you suffer a disaster, you know the gooch is we get so ah, 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, 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 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 it’s 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, but 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 cause 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 thinking thanks to everybody at and t, c and the non-profit technology network next week. What skills are most desirable in your board members? If you missed any part of today’s show, find it on tony martignetti dot com opportunity collaboration with world convenes for poverty reduction, you know, ruin you for every other conference opportunity collaboration dot net. Our creative producer is claire meyerhoff. Sam liebowitz is the line producer shows social media is by susan chavez susan chavez dot com on our music is by scott stein i love that yeah, he will be next week for non-profit radio big non-profit ideas for the other ninety five percent go out and be great. What’s not to love about non-profit radio tony gets the best guests check this out from seth godin this’s the first revolution since tv nineteen fifty and henry ford nineteen twenty it’s the revolution of our lifetime here’s a smart, simple idea from craigslist founder craig newmark yeah insights, orn presentation or anything? People don’t really need the fancy stuff they need something which is simple and fast. When’s the best time to post on facebook facebook’s andrew noise nose at traffic is at an all time hyre on nine a, m or p m so that’s when you should be posting your most meaningful post here’s aria finger ceo of do something dot or ge young people are not going to be involved in social change if it’s boring and they don’t see the impact of what they’re doing. So you got to make it fun and applicable to these young people look so otherwise a fifteen and sixteen year old they have better things to 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 their card it was like it was phone. This email thing is fired-up that’s why should i give it away? Charles best founded donors choose dot or ge somehow they’ve gotten in touch kind of off line as it were on dno, two exchanges of brownies and visits and physical gift mark echo is the founder and ceo of eco enterprises. You may be wearing his hoodies and shirts. Tony talked to him. Yeah, you know, i just i’m a big believer that’s not what you make in life. It sze, you know, tell you make people feel this is public radio host majora carter. Innovation is in the power of understanding that you don’t just do it. You put money on a situation expected to hell. You put money in a situation and invested and expected to grow and savvy advice for success from eric 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 April 24, 2015: On Your Tech Horizon & Volunteer Issues

Big Nonprofit Ideas for the Other 95%

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Opportunity Collaboration: This working meeting on poverty reduction is unlike any other event you have attended. No plenary speeches, no panels, no PowerPoints. I was there last year and I’m going this year. It will ruin you for every other conference! October 11-16, Ixtapa, Mexico.

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Amy Sample WardOn Your Tech Horizon

Picture of Amy Sample WardThere are two trends you need to be ahead of: The web is becoming mobile-first and donations are coming in digital currency. Amy Sample Ward is our social media contributor and the CEO of Nonprofit Technology Network (NTEN).

 

 

 

Gene TakagiVolunteer Issues

Gene TakagiYou love your volunteers. But they have issues. Gene Takagi shares his concerns around liability; qualifying and training; using employees; and driving. Plus, we’ll talk about the issues around Sweet Briar College’s closing. Gene is our legal contributor and principal of NEO, the Nonprofit & Exempt Organizations law group.

 

 


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Hello and welcome to tony martignetti non-profit radio big non-profit ideas for the other ninety five percent. I’m your aptly named host. Oh, i’m glad you’re with me. I developed biliary calculus if i got stoned by the idea that you missed today’s show on your tech horizon, there are two trends you need to be away aware of and ahead of the web is becoming mobile first and donations air coming in digital currency. Amy sample ward is our social media contributor and the ceo of and ten non-profit technology network and volunteer issues. You love your volunteers, but they have issues. Jean takagi shares his concerns around liability, qualifying and training using employees as volunteers and driving. Plus, we’ll talk about the issues around sweet briar college is closing, genes are legal contributor and principle of neo the non-profit and exempt organizations law group you got antenna and neo and both on the west coast on tony’s take two thank you. Responsive by opportunity collaboration, the working meeting on poverty reduction that ruins you for every other conference i love having amy several word back on the show and here she is she’s the ceo hello, how are you good? I’m not used to getting to be on the first half. I know. I know that. Let me give you a proper introduction because we want people to know that your most recent co authored book is social change anytime everywhere about online multi-channel engagement and that your block is that amy sample war dot org’s and that on twitter you’re at amy r s ward for ah, ours for rene. Hey. Hello there. Hi. Yes. Congratulations on a very successful non-profit technology conference. Yeah, thank you. Thank you for being part of it again this year. I was thrilled. I loved it. And we haven’t played your interview yet from there, but but we will. It’s coming up. I had twenty five great great interviews from ntcdinosaur just last month. Right? Early march? Yeah, early martignetti i know. Oh, you cut out a little bit there. Are you on a regular ah, landline. I am on a regular phone. Can you hear me? Okay. Yeah. Okay. You just cut out a couple of syllables, okay? No problem. Um, let’s. See? So we’re concerned about google paying muchmore attention now, too. Mobile friendly sites. What? What is this? About well, i think we’ve all you know, we’ve talked on the show before you and i about way’s tio recognize in all of your different channels where folks are coming from and google as one of the probably main observers of where people are coming from was using the web has also noticed, of course, that you know a lot a lot of web traffic weather, that two things we would consider social media, like twitter and facebook for just general web surfing looking things up on websites is coming from mobile devices. That doesn’t just mean somebody smart phone, it could be a tablet, you know they’re not sitting at the at their desk on a full computer, and the experience of using the web on a smaller device, especially when you don’t have a full keyboard can be unpleasant, to say the least. You imagine trying tio apply for a job or fill in a donation form or, you know, even write more than couple sentences on a lot of websites. It’s really tough to dio? Yes way! We’ve all had that frustration. Yeah, and google has already made adjustments in their algorithm and in other pieces. Of how you experience the web to try and support the best experience you can have. And this week they also added into their algorithm, teo help support search result rankings whether or not the content was mobile simply so if you were doing a search on your smartphone for something you probably want tohave prioritized for you, content that you will be able to read once you click through on that search result, right? So it isn’t necessarily saying that if you if you don’t have the most beautiful, mobile friendly website, that you will no longer show up in search results there or anything like that, it’s, just helping people on other devices hopefully find content. They can read easily on the device they’re using. And google says on their, uh, their blah ge. And i’ll include the linked to their announcement of this in the takeaways on the facebook page that this is going to be a quote, a significant impact in our in our search results. Yes, so this’s something that yes, you and i have talked about it. But now, because google search is changing its algorithm, it’s become quite a bit more urgent. Yeah, i think it’s become more urgent, and i think it also, um, you know, it will certainly impact what people think about when they’re thinking about search engine optimization. Ceo a phrase that anybody who’s ever tried toe look up, you know, how do i make my sight? Hyre in search results, how do i make my sight easier to find? Seo search engine optimization is the term that they would have come across and traditionally best practices around ceo were things like, you know, making sure that your titles had a title tag so that search engines could find what the title of that page was easily and, you know, you spell out people’s names that aaron photos so that they’re, you know, linked and associated with that page, things that were about the text and about what would be called the metadata behind the page, the things that maybe don’t show up but that a search engine can still read and tell what’s on that page and you know, at least this is being transparent and everyone’s being told exactly what they can d’oh, which is great, but it just means that when you’re thinking about search engine optimization, it isn’t just content and metadata is also how accessible that content is for people that might want to read it. And this this only applies in terms of the google search results. They will only be hyre analyzing for hours or or indexing for mobile friendly sites if you’re doing your search from some summer night mobile device, right? Like you said, phone or tablet cetera. Okay, okay, now it may not be for everybody. I mean, maybe maybe there are sites that don’t have very many visitors coming to their site from a mobile device. That’s true, i think everyone should be checking their analytics on your web site c see what portion of web traffic you already have from from mobile devices. I know at and ten we have a lot. We have around a third of our visitors, especially when you drill down into people who visited the site by clicking through from one of our emails when we send out an e mail for example, our monthly connect newsletter, which is a compilation of guest articles from the months a lot of people reading that and clicking through our reading on a mobile device. So for us, we knew that was really important to make sure the site was accessible in that way. But i know there are plenty of organizations who haven’t made made updating their website to be more mobile friendly a big priority, because when they look at their analytics, they see so few people coming that’s kind of ah, catch twenty two argument, of course, if your site is just impossible to read, well, people aren’t had come or there at least not going to stay on the site, so then you won’t have those hyre numbers, but if you do know your audience and or you know you’re content, maybe the content you you have is something that inherently is for people who are on a computer looking it up. You know, i recognize there’s, some nuance, that argument, but i think for most organizations, it is something that we need to work on doesn’t mean you have to drop everything you’re doing and make sure you have a mobile friendly website by monday morning, but i think recognizing that it is important and will only become more important going forward anyway, we can start making certain changes priorities now and build out for more complete mobile friendly websites. Overtime. Okay, thank you and thank you for keeping this all in perspective. And that was why i pointed out that it’s just search results that air from mobile devices. So while you may be impinged, you’re not going to be lost in certain google search results, okay? Let’s keep things in perspective, especially single, especially since my sight was flagged by beth cantor as being non mobile friendly when she was if you block this issue and she was talking about you being on the show, and she pointed out that tony martignetti dot com is not mobile friendly. Thank youfor, yeah, she called it right out, but what i would say and this isn’t a biased opinion because i’m on your show. I think that there are a few different kinds of web sites when it comes to qualifying for being not mobile friendly, so their websites that you click through and of course it looks just like it does on the web on your phone, which is how the tony martignetti site look, but when i’m looking at your site on the web, it’s also pretty straight forward, right? There’s a big main section of posts of content and then a sidebar. So if you are on a mobile device, it’s easier to just tap that main column and view that content, then say, if you were on, i mean, we can even use the antenna website. Our home page looks just like yours that you know you’re going to see the full thing just zoomed down into a tiny device, but because our home pages and designed like yours where they’re just kind of one column of content and then a sidebar it’s difficult to know how to drill down how to tap and scroll in because it’s just so big. So i would say for you at least, even though it isn’t necessarily passing all of the tests and getting all the green check boxes by google’s mobile test, it is still something that i could functionally access. Where, as you know, we definitely don’t think that the inten website if you hit the home page, at least, is easy to navigate by trying to come in. Okay. And we’re gonna, we’re gonna go out for a break. And then we’ll talk about where there’s mobile friendly test site is. So that people contest their own sites and will keep, continue keeping this in perspective. And we’re gonna talk about bitcoin and digital currency. 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 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 for her. 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. Welcome back to big non-profit ideas for the other ninety five percent let’s do some live listener lovelace start abroad this time today in korea, we’ve got young sun, young, jean and soul all checking in korea on your haserot japan, only only tokyo today maybe others will check in, but a couple in tokyo can eat you are and also brooklyn now i’m sorry, that’s not very nice. Brooklyn, new york thank you for listening. Brooklyn that’s unkind sorry, you’re united arab emirates, you a even with us three, four times or so welcome from the united arab emirates we cannot see your city, but we know that you’re with us live, listener love always podcast pleasantries to people on the time shift, wherever you are, whatever device you’re listening on. I know it’s, i know we’re mobile abila optimized for podcast purposes, so you could be listening on the tablet or mobile or other or phone whatever you’ve got netbook we are ah, we’re optimized for that on the audio side, so podcast pleasantries and, of course, affiliate affections and i’m going to give a special shout out to our affiliate km jozy in the mid willamette valley. Because we’ve got amy amy on right now we’ve got the mid willamette valley around the portland and kaiser area non-profit radio for the capital and kaiser affiliate affections toe everybody throughout the country listening and one of the affiliate stations. Okay, i’m jozy have you ever been down there to visit them in? Ah, in portland and kaiser? Amy, i’ve never visited the station, but i’ve certainly been tio most everywhere in their service area. Have you ok, you’ve been down to the mid willamette valley? Oh, yes, ok, i’m hoping to get there and on the west coast trip after you have to let them know this mobile friendly test site that my sight failed. This’s what you were referring, teo green check boxes, green checks and little or you get red x is it’s i think if you just search mobile friendly test site and google, you’ll you’ll get it instantly. I also tweeted it already while we were talking on the non-profit radio hashtag that’s from the general you are if you’re listening and you’re really quick and you’ve got your browser open, you could just type in. Google dot com slash web masters flash tools flash mobile dash friendly. And it all take you to the test. Okay. All right. That’s. Very multi-channel of you. Thank you. I got red x is for, um, uh, text is too small. Lynx too close together and ah, there’s something else and was content wider than the screen. Um, yes. Yeah, that may. That may have been the third one that there were three things and i only wrote down two for somebody. Yeah, may be content to what? Yeah, something like that. That’s, right? That’s, right? All right, but we’re gonna work on it. We’re going to first look at the percentage of people who come from a mobile device. I would say, though, that my podcast in defense but the podcast site where people go to actually listen. If you’re not subscribed, we gotto listen. That is mobile friendly. So i passed one out of two sites is good. Exactly. And i think that’s a great segue way, whether you mentioned is that or not too how to think about what you should do with your life. Folks that are listening are also getting those red xs and failing failing the test you don’t necessarily overnight. And like i said before monday morning, you don’t need to come into the office with a whole new site that’s totally mobile friendly, but if you know that there are specific pieces of content, parts of your website, certain actions that you’re regularly promoting make those the top priority for being mobile friendly for you. Tony, you know that you’re not necessarily telling people every day on twitter say hey, go read every part of my website you’re telling people to go listen to the show live or or go download the podcast and listen, you know, on their commute home and that pathway that clicking through from twitter over to the listen side and browsing whichever episode they want to listen to. That experience is mobile friendly on dh that’s i think what really matters right now for your content, you can work overtime to optimize the rest of your site, but the pieces you’re regularly promoting and the pieces of content people would probably want to access from all different kinds of devices you have made accessible school. All right, i feel all right about that. Yeah, things keep things in perspective. Exactly. Exactly. I mean on the other side, you know, i’ve i’ve said the inten website also failed those tests, you know don’t feel bad about that, but we knew that, you know, over a year ago when we started and is part of why we started our website redesign and have definitely made accessibility a central part of the redesign. So, you know, we didn’t know that april twenty first, when google was changing that over was coming, but our site a launch next month, the new site. But in the meantime, you know those pieces where we know people are trying to visit from all different kinds of devices we have made mobile friendly, you know, from the very beginning and that’s been the case since we launched those different tools. So the conference website, you know, when your live at the mtc and you want to look up the schedule, that experience has been mobile friendly from the beginning, our community platform where people are, you know, participating in online discussions, things like that, that pathway, you know, getting an email notification that somebody replied to you and log him in and, you know, participating there that those processes are mobile friendly. Even though hitting the home page of intend that organ, at least for one more months is not all right. Well, very sensible on dh planned out. Okay, i see sam. Sam just went to the site and he’s checking the double diamond and talking alternative sites that we both passed. Sam, no talking alternative did not did not. All right, well, he’s, keeping it in perspective again. All right, set a four times already. Anything else you wanna say about this mobile friendly issue before we moved to digital currency and bitcoin? I guess the last thing that i would say is if you’re going on tio, you’re going online where and running the test. Checking out your sight know that on the google site where you’re doing these tests, they have also included some really helpful overviews of what to do, depending on what kind of site you have. So you can get tips specific to the type of website you have if you’re using droop a laure, wordpress or tumbler or you know, whatever, however your side is built, they’ve anticipated that and those questions and there are some some really easy to follow steps on you. Know potential ways to make your sight mobile friendly without having to do an entire website redesign. Excellent. Thank you, bitcoin. Now i first got introduced on while the show to bitcoin from non-profit technology conference last year twenty fourteen there were a couple of guests from canada holly, holly, wag was one and jason shimatsu, holly wagon, jason, jim and jason especially was talking a good deal about bitcoin, but it’s becoming now, and i’m probably just in the past year, it’s becoming a lot more popular. Wall street journal had an article, so you thought it made sense to talk about yeah, attention has definitely been bitcoin proponent in the end ten community and i think this year at the mtc, he and david neff and a few others had facilitated a conversation during one of the connect sessions as well. So if folks are interested in talking more theirs definitely a contingent in the end ten community that is happy to answer questions that already taking that coin as donations that they’re non-profits i’m happy to get folks connected. Is that conversations they want tohave after today? Outstanding thank you. And of course, you don’t have to. Be an intend member toe get a lot of the benefits on dh participation at intent, but you should be a member because it’s really a great value, but you don’t have to be so let’s acquaint people with bitcoin this this digital currency? Can you do that? Yes. So i think you know there’s, at least in my conversations with organizations there’s two pieces to try to conceptualize one is the actual currency bit he like what? What does that mean? Like a kind of money that i can’t put in my wallet? So that’s just how it’s going to be you know you can’t request that it turns into a money you can put in your wallet, but it is a digital currency totally operated and administered online. The the record of you know how many bitcoins honey you have versus how many i have is is part of the public record and administration of the currency online, so at any time you can go online and see what the what what it’s valued at what a single bitcoin is value that and how much bitcoin is in circulation and where the other part that i definitely hear. From organizations when we’re talking about bitcoin is how how does that translate? Like, how would we touch that as a non profit organization? And i think one way to think about it is, you know, when we when organization started accepting donations on line one one kind of action that a lot of organizations are very familiar with now was setting up a paypal account, right? So we set up that account, we connected it probably to our organization’s bank account for direct deposit and everything. And then we just put on our website that button, right that’s the button that donate by paypal that’s basically the same experience you khun offer now to people you can sign up with a bitcoin processor bit pay is probably the most prominent and it’s the same thing you’d get you set up your account so it’s connected to your bank account, because in the end you really will be getting bitcoins converted by bit pay into direct cash donations, so your end of the equation will still be that same experience where it’s cash that’s being donated and you’re sending off that email that thanks for your donation of you know x amount of dollars and here’s, our charitable information, you know, for your tax violence? Yes, it helps quite a your enough. They’re so bit pays managing. Okay, somebody on, you know and tens website click the button i you know, bit pays taking the donations of those bitcoins, converting them in there current, you know, real value into cash and putting that into our accounts. Yes. So it it’s worth having a processor so that you are dealing with u s dollars or canadian dollars or whatever your currency you might be british. Don’t imagine there’s many non-profit who want to unnecessarily be accepting bitcoin donations as bitcoin. Managing them is bitcoin and then looking for opportunities tio use that bitcoin is a currency where their pay, you know, be accepted these donations we’re keeping it as bitcoin. And then we’re changing this out and that’s for two reasons. One now you’re an organization who’s got, you know your bank account and most of your money on your financials all managed. And then over here you have this one. Probably very tiny pool of a totally different currency, which is just a difficult administration process, right? But the other part of that is that last year, the us government said bitcoin is actually considered for taxable purposes as property and not his currency, so that means you would need to be men, you know, managing and eligible to be paying a gains and all of that, you probably don’t want todo, right? Yeah, the easiest way to think about that the implication of that part of it is if you were trading in securities, it’s it’s treated luxuries like property, which is security is stocks and bonds we’re talking about, not like, like currency or cash, and you don’t want to be dealing in that and in that and having to worry about fluctuations and exactly like you just said capital gains and losses, and so, um, especially because bitcoin for organizations who are now accepting donations is bitcoin, you know what they’re actually getting in, that donation is similar to, you know, maybe other kind of alternative online donation campaigns where what you’re getting is a donation of three dollars or ten dollars, you know at a time so the idea that you would be getting all of these kind of small little chunks of bitcoin that you’re having tio account for and track and voter henschel li pai against capital gains and losses like, oh my gosh, that just sounds like work you don’t want to dio so using processor that will just convert that at that moment of donation into the cash on your end and give you that donation, you know, you send your your e mail receipt to that donor and you’re done standard process i think it’s so much more realistic we have ah, we have run out of time, so i’m just going to say this that another advantage to bitcoin is that the the processing fees are lower than credit card fees on dh, of course. Well, in many cases, there isn’t a b okay. Ah, and we’ll have ah links on the facebook page takeaways amy sample ward on twitter at amy rs ward. Thank you very much, amy, thanks so much for having me. My pleasure as always. Thank you, tony’s. Take two and volunteer issues coming up. First opportunity collaboration. This is the annual unconference in x stop a mexico. It was last october was my first time going again this october. The subject is poverty alleviation in all its different forms, and there were people working around social justice or working directly with the poor. There were people doing health and sanitation. I met people doing water projects, for instance, whatever it is that you’re doing in a poverty region to alleviate, and ideally reduce well should, say, eliminate, ideally, eliminate the poverty. Um, if it’s, if that’s the type of work that you’re doing, then opportunity, collaboration is something that i suggest you check out. Amy sample ward is going to be there actually, this year, they are at opportunity, collaboration, dot net. If you’re at work, is it all related to poverty reduction? I was honored by hermandad last night. The organization that does water projects brings fresh water, too poor parts of the dominican republic. And you were with me. You really did make it a double honor because non-profit radio listeners stepped up and i thank you very much. I’ll have details next week, after all the gifts have come in. Ah, and i’ll do the video, etcetera, but i’ll have a little more for us next week. But at this point, thank you very much. That’s tony’s, take two for friday, twenty fourth of april sixteenth show of the year. And i’m very pleased that our other west coast contributors here that’s jean takagi he’s, managing editor, managing attorney of neo non-profit and exempt organizations law group in san francisco. He edits the popular non-profit law blogged dot com and on twitter he’s at g tak e ta ke welcome back, jean. Hi, tony. Great to be back. Oh, thank you. Great to have you back. Um, we’re talking today about volunteers. There’s there could be issues that non-profits maybe overlooking and they may think just because it’s a good hearted volunteer and they’re non-profit doing good charitable work that there won’t be any legal problems. Yeah. It’s an interesting thing. I want to say that volunteers are really the life blood of many, many the vast majority of non-profit. So we really love volunteers. But we want to think about protecting our organizations and protecting our volunteers as well. So i think we at least have to consider some of the possible liabilities that might be created by the acts of volunteers. And in some circumstances, they could be considered employees. Yeah, volunteers could be considered employees if you decide you want to pay for their services. So sometimes that that seems pretty obvious. If you pay somebody there, they’re probably either an employee or an independent contractor. But a lot of people think, well, if i pay somebody who used to be a volunteer, maybe i can keep them on volunteer status. As long as i call that payment a stipend. That may not be true. It all okay. That’s. That’s? Yeah. That’s just doesn’t smell good either. No. Okay, so what are what are some of our, uh, issues as we as we drill down some of the potential liability? Well, i just think about if you if you hired a volunteer and you decided that you were going to go, you know, you had a summer camping program supervising children, and you brought in a volunteer. And that volunteer ended up doing something terrible that got one of the children hurt. Now, what type of responsibility should the non-profit have, you know, would respect protecting that child, who, whose parents decided to send them to that summer cap and trusted the vault, the non-profit teo, to protect that child. So that’s sort of just opens up the the sort of kan, if you will, or pandora’s box of all of the potential issues that might be involved with bringing in a volunteer. Okay, that’s, ah, that’s, a cool example. The the recruitment right or the or the hiring of volunteers, for instance, right? So, i mean, if you if you hired in that example, if you hired somebody that had a criminal record of sexual abuse and predatory behavior again, children, my gosh, you know, you should be held responsible for not not doing some level of screening when when allowing that an employee or volunteer teo interact and possibly supervised kids in those situations for employees, oftentimes you must screen them. You must do a background check by law. In many cases, when they’re working with children with volunteers, they might not fit under the same category in terms of the, uh, legal protections for the children. But it really is up to the non-profit to create some polish he’s to make sure that when they’re recruiting, when they’re hiring, that they’re doing so without negligence and doing so with reasonable care under the circumstances. Yeah, you’re also concerned about how much authority of volunteer has yeah, you know, so, you know, we can imagine again if we put that volunteer, and maybe we did screen that person, so there is no criminal problem in no predatory behavior. But the person has never actually worked with children before, and now all of a sudden there’s a fight between the kids or, you know, kid has an allergic reaction to food, and he doesn’t know or she doesn’t know what to do and so clearly delegating authority, providing some sort of supervision, some sort of training for that person, probably limiting their authority, especially in the beginning so that you’ve got somebody who knows what to do it in, you know, totally foreseeable circumstances when you’re working with children or when you’re working in whatever environment the volunteer is going to be working, it is really important you just don’t want to throw the volunteer out there and say, do this, and you’re on, you’re on your own, you know, in this conversation, a lot of what we’re talking about just sounds like it’s perfectly parallel with the the way you bring on ah, new employees, i think so. So the more responsibility of volunteer has and it’s close to ninety percent of all organizations that are completely run by volunteers. So that’s really a lot of non-profits that that really dependent on their volunteers and of the other? You know, ten to fifteen percent, a lot of the programmatic work is aided by the assistance of volunteers, so we’ve got to be very careful if they’re really taking on the rolls, even though they’re doing it out of the, you know, goodness of their heart if they’re taking on the rules of responsibilities, of running a program, supervising other individuals, supervising children, you know, and doing whatever work that needs to be done that you’re going to rely on is the non-profit that it’s going to be okay? You’ve got to make sure that you pick the right people and that you adequately equipped and trained them so that they could do the job they were set out to do so then also following this parallel than discipline do write an evaluation, yes, just the same way you might hyre volunteer, especially if they’re going to be working a lot of hours, or they have a lot of supervisory authority or just a lot of the individual autonomy and doing what they’re doing without a lot of direct oversight, you’re going to also hold them to your, you know, code of conduct, which is something i would recommend. That organization tack for their volunteers? Certainly a job description that’s very clear in terms of what is expected, who that person supervisor is and, you know, the statement that they must take the direction of that supervisor who’s in charge, and if they’re not following that code of honor, or if they’re in subordinate t the supervision, i think you’ve got to be ableto have some disciplinary procedures similar to an employee, but of course they’re not they don’t get the employees protection that employee’s house. So, you know, if if you feel like there’s just an unsafe or very bad environment caused by a volunteer, you have to be prepared to terminate that volunteer should there be a contract with volunteers or something that they signed that’s not legally binding as a contract? Yeah. And, um, really good showing your legal back-up sarrantonio agreement might might not be binding on a volunteer that’s entering into a contract for providing free services to the non-profit it may or may not be binding, depending upon how you phrase it, i think most non-profits don’t necessarily want it have legal, you know, lawsuits resulting from a breach of contract by a volunteer who failed to do their duties. But some sort of informal, maybe non binding agreement or memorandum of understanding for the volunteer, i think is great. So even if we call it a volunteer agreement just specifying what their duties are what’s expected of them and what type of disciplinary actions might follow if they’re unable to perform their jobs or unwilling to perform theirjob, i think all of that is a good idea. Okay, um, we’ve been talking about protecting the non-profit. How about protections for the volunteers? I mean, there is something called a volunteer protection act. Yeah, and i think for a lot of volunteers, many of them serve on the board of organizations. I know i served on a few boards, and i would like to know that i’m protected in case something i do in the scope of my duties for that organization result in a lawsuit coming and perhaps the lawsuit that that hyre where the lawsuit alleges that both the organization and the volunteer director are defendants, the volunteer director will be looking for some sort of protection in that case if here she was totally acting reasonably in the scope of their duties. But if their suit, personally, some money might have to come out from their personal countess organization doesn’t have the money to indemnify the director, even though the organization may be required to understate laws. So we’ve got this federal volunteer protection act that’s out there that says that volunteers generally aren’t liable for simple negligence if the actor within the scope of the volunteers responsibility, but that’s another good reason for having some sort of written agreement that actually spells out the volunteers responsibilities so that’s actually very clear and that would be protected for the volunteer is well, in that case, i should let you know that that limited protection is contingent on many things, and if somebody that got hurt said that the director or other volunteer was grossly negligent and simply negligent, then the volunteer at protection act may not protect that. Volunteer it all, so insurance becomes a very important thing to protect volunteers. And for the organization itself, toe have adequate insurance of for liability for directors and officers, which often cover other employees and agents and volunteers. That would be important. Finally, i think the protection that volunteers have to worry about is what if the volunteer themselves gets hurt in the scope of the duty so they’re volunteer at the summer camp, who in this case is perfectly doing a great job in his excellent is wonderful for the children, but he trips over a log on a hiking path and breaks his arm. Who pays for that? And if the non-profit is goingto, you know, have to pay for that. Dino coverage will not will not cover that, probably volunteer accident insurance at the non-profit might consider getting to protect their volunteers. In case that happens, guys, the volunteers may be personally responsible for paying their own medical costs, even though they were acting completely in the scope of the responsibilities for the non-profit the d a know that you mentioned the directors and officers insurance, you and i have talked a good bit about that when we’ve talked about board generally bored issues and protections, and we have talked about to the you just mentioned the potential for personal liability of board members as as fiduciaries to the organization, but now you were talking broader, and that could be personal liability for non board members. If volunteers are going outside the scope of their responsibilities, it sounds like yeah, so if they’re going outside of the scope of the responsibility, volunteers could certainly be held liable and non-profits or small and don’t have a lot of money and the non-profit doesn’t have any insurance. Well, then the person that got hurt might say, you know, i don’t really want to do it, but i’ve got to sue you because you’ve got the deeper pockets than this non-profit that has no money, no, you’re going to have to pay for my medical costs because you had me on this hiking trail and i tripped and it was dangerous, and i didn’t sign a waiver of liability, which may be something else we could talk about, so, you know, i’m gonna have to sue you, and you’re gonna have to pay for it and there’s no insurance to cover that, then, you know, wait, we just have a couple of minutes. Before a break, and then we’re gonna move on to ah sametz use around the sweet briar college closing, but the the volunteer does always have the possibility of just saying that they don’t want to do something, just say no, yeah, that’s sometimes got to be the best volunteer tre tek shin and the non-profits have to make sure that the volunteers feel comfortable of saying, i don’t have the skills or the background or the experience to do what you’re asking of me, so you can either train me and i could get up to speed on that or you’ve got to find somebody else. Those volunteers field pressured into doing something that they can’t handle that’s going to look really bad on the non-profit well, maybe i’m not qualified. Teo, be the range official on the shooting at the shooting range or the archery range. Yeah example, and there was a lawsuit filed where somebody was instructing on scuba diving ono instructed, and it wasn’t a certified scuba divers. Oh, no, don’t well, i was i was a lifeguard at the town pool when i was sixteen. All right, all right, i think what? Let’s, go out. A little early for our break. When we come back, jean and i, i’ll have a little more live. Listen, love domestic this time, and jean and i are going to move to the sweet briar college closing. Stay with us. Like what you’re hearing a non-profit radio tony’s got more on youtube, you’ll find clips from stand up comedy tv spots and exclusive interviews catch guests like seth gordon, craig newmark, the founder of craigslist marquis of eco enterprises, charles best from donors choose dot org’s aria finger do something that worked neo-sage levine from new york universities heimans center on 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 retweet 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. If you have big dreams in a small budget tune into tony martignetti non-profit radio, i d’oh. I’m adam braun, founder of pencils of promise. Let’s do domestic live listener love and i want to give a shout out to brooklyn, new york. I feel bad that i was mean to them. Brooklyn, new york love you love you. Thank you for being with us. Woodbridge, new jersey, seattle, washington, oregon. We can’t see that i don’t know what town, but oregon is with us st louis, missouri, san francisco, california and multiple san francisco’s not only gene altum pandu jersey welcome live listener love going out to all our domestic live listeners. And then we joined a couple of a couple joined us from abroad. Denmark i am not going to offend you by attempting to pronounce the name of your city in denmark. But we see you denmark and we see loads in poland live listener love jean sweet briar college is having some trouble getting a lot of popular press because they’re closing. Andi just have, you know, like five minutes or so teo sort of summarized there’s a possibility that the court in in california may substitute its judgment for the board and determining whether sweet prior should close. Yeah, i think it’s in virginia, virginia, i’m sorry. That’s right. Sweet. Bar virginia, you’re absolutely right. Thank you. Yes, it’s, you know, woman’s college in virginia and the board decided that it’s going to close down shut down the non-profit after the summer session and they said basically, they’ve got insurmountable financial challenges. Um and, you know, boards generally have the authority where there isn’t a voting membership structures, so not a voting member ship structure like a union or a homeowner’s association, but most non-profits just are run by their boards, and when there isn’t this voting member substructure board generally have the authority to close down the organization if they think that the best way to advance the mission uh, it is to close down because other organizations just khun khun operate mohr effectively and more efficiently, and they no longer had the capacity to do so. But in this case, the a lot of, you know, teachers, faculty, duitz i’m nam and i write, you know, we’re saying this is ridiculous, you know, this is maybe just a failure of this board and this president to be able to turn this college around, um and they even convinced the county’s er attorney to file a suit on behalf. Of virginia seeking to block that closing and force the removal of the board and the president. But the judge said that, you know, the county didn’t, you know, not quite have the right to sue on charitable trust grounds, but did have the right to say that, you know, to sue at least there was no decision made on this, but did have the right to sue on violating the charitable solicitation laws, which basically say, if you’ve given money to support the advancement of the mission of the school that may be closing, the school is not in the advancement of the mission, so you can start to use money you raised recently that where were you already knew you were going to close the school and use that money to close the school so that’s basically the limited judgment that that the judge has made and now a whole bunch of other lawsuits, all looking at all these different legal theories are sort of popping up. And so this goes to the er intended purpose of the gifts no one gave to sweet briar with the intention of the money being used to close the college right? I right now that i think they’re proceeding with the closing, the board and the president, but they’re using unrestricted funds now there’s a question about even if we didn’t specify that this fund was specifically or, you know, a professor or one part of it wasn’t designated, but yeah, even argast resonated, but we don’t think you could use it to close down the non-profit now, personally, i don’t think that argument is goingto work because, again sometimes advancing the non-profits mission is not necessarily keeping it afloat if it’s just bleeding money and not doing a very good job purse during the mission, there has to be some discretion if if the board is in charge of the organization to be able to close down and i don’t know sweet briars like sort of specific governance issue’s on whether the board has really tried that, and it is somewhat problematic that they didn’t actually go out and seek some help from the alumni and students and faculties and donors and supporters about what they were doing and that they continued to generally fund-raising when they already you made the decision to close down, i think those are all problematic statement, but i do find it difficult to have a court come in and say that no, you can’t shut down the non-profit all, you have to keep operating. So you feel that the undesignated unrestricted gif ts to a non-profit really are to be used at the discretion of the board and the trustees. Yeah, but they’re held up toe a fiduciary duty, you know, to work in the best interest of the organization. And in that case, you know, really in the best interest of the organization’s mission of how well it can advance the mission and it’s interesting you you opened with the best way to advance the mission may be to close the institution. Yeah, in some cases it is and, you know, no institution lives forever, you know, every institution that we know of has some life. Okay? Okay, um, the we still have a couple of minutes left. There’s the issue of i wasn’t sure we’d have time for this, but the standing, whether whether alumni have the right to sue a college, help us understand that he has i mean, i think that would be the case of any non-profit organization do. Other people apart from the board members have the right to sue the non-profit because they feel like the non-profit isn’t doing a good job. Well, if that was the case, they would probably see the non-profit and the board members. And if that was the case, i don’t think you’ll find very many people deciding to volunteers, board members. Mmm. So some people that do have standing in this case are voting members again, you know, typically you see those in, like, labor unions, homeowner’s association’s, professional associations where members actually elect the board members and you might get the proxy notice just like a shareholder has for-profit corporation to vote for who you want on the way ported nineteen members are like shareholders and have the right to suit the organization and the board, but if they don’t have voting members, we probably don’t want people in the general public to be able to sue a non-profit because they don’t think the non-profit is doing a good job, and they may not see any of the, you know, the things that the board members see in terms of understanding what non-profit is actually going through it’s, not you. Know, they may not know anything else about the non-profit that back-up, you know that it provided the service that they want benefited from, and they don’t want it to stop. Even though we asked donors to invest in our organization, the law is not seeing them as investors, shareholders. The way, ah, shareholder, that that allex board members is seen in the law. We have to write, so they fired all the contribution that i make to a charity doesn’t give me the right to sue the charity, because i don’t like what they do. We gotta leave it there. Gene takagi, thank you so much. Managing attorney of neo and it’s, the non-profit law, blawg dot com and is at gi tak on twitter. Thank you very much, gene. Next week, we have two ntcdinosaur views, multi-channel storytelling and your disaster recovery plan, one’s, uplifting and the others potential crisis. If you’re not managing things right, if you missed any part of today’s show, find it on tony martignetti dot com, where in the world else would you go? I don’t really sing that very well. Where in the world else would you go? We’ll drop this shortly. Don’t worry, opportunity, collaboration, the world convenes for poverty reduction, it’s, an outstanding unconference it will ruin you for every other conference, really that’s, true opportunity, collaboration, dot net. Our creative producer is claire meyerhoff. Sam liebowitz is the line producer, shows social media is by susan chavez, susan chavez, dot com and our music is by scott stein. Be with me next week for non-profit radio. Big non-profit ideas for the other ninety five percent. Go out and be great. What’s not to love about non-profit radio tony gets the best guests check this out from seth godin this’s the first revolution since tv nineteen fifty and henry ford nineteen twenty it’s the revolution of our lifetime here’s a smart, simple idea from craigslist founder craig newmark yeah insights, orn presentation or anything? People don’t really need the fancy stuff they need something which is simple and fast. When’s the best time to post on facebook facebook’s andrew noise nose at traffic is at an all time hyre on nine a, m or p m so that’s when you should be posting your most meaningful post here’s aria finger ceo of do something dot or ge young people are not going to be involved in social change if it’s boring and they don’t see the impact of what they’re doing. So you got to make it fun and applicable to these young people look so otherwise a fifteen and sixteen year old they have better things to 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 on dh and no two exchanges of brownies and visits and physical gift. Mark echo is the founder and ceo of eco enterprises. You may be wearing his hoodies and shirts. Tony talked to him. Yeah, you know, i just i i’m a big believer that’s not what you make in life. It sze you know, tell you make people feel this 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.