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Nonprofit Radio for June 28, 2021: Center Equity & Tech In Your Hiring, Retention & Training

My Guest:

Amy Sample Ward: Center Equity & Tech In Your Hiring, Retention & Training

Amy Sample Ward

Amy Sample Ward returns for a valuable, fun conversation that starts with the #ShowTheSalary campaign and winds into technology strategies for treating your staff like adults and learners. She’s our technology and social media contributor, and CEO of NTEN.

 

 

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[00:02:04.04] spk_1:
Hello and welcome to Tony-Martignetti non profit radio big non profit ideas for the other 95%. I’m your aptly named host of your favorite abdominal podcast. Oh, I’m glad you’re with me. I’d be forced to endure the pain of para Nicaea if you infected me with the idea that you missed this week’s show center equity and tech in your hiring retention and training. Amy sample Ward returns for a valuable fund conversation that starts with the show the salary campaign and winds into technology strategies for treating your staff like adults and learners. She’s our technology and social media contributor and ceo of N 10 on tony state too. Let’s rejoice, we’re sponsored by turn to communications pr and content for nonprofits. Your story is their mission turn hyphen two dot C o. And by sending blue the only all in one digital marketing platform empowering non profits to grow. tony-dot-M.A.-slash-Pursuant in blue, let’s get started, shall we, what do you say here is center equity and tech in your hiring retention and training. It’s always a pleasure to welcome back Amy sample ward. You know her, you know who she is, she’s our technology and social media contributor and she’s the Ceo of N 10. Her most recent co authored book is social change anytime everywhere about online multi channel engagement. She’s at a me sample ward dot org and at AMy R. S Ward, Welcome back amy,

[00:02:05.44] spk_0:
it’s been so long.

[00:02:15.34] spk_1:
I know it’s been several months. I didn’t even look back. It’s been too long, but let’s not, let’s not dwell on that. We’ll get, it’s my job to fix it.

[00:02:16.81] spk_0:
So what is time anyway? You

[00:02:19.37] spk_1:
know? Oh, that’s an existential question that we don’t have the time to answer what time is. So, um, you’re well in Oregon. Yes.

[00:03:00.44] spk_0:
Yeah. Doing pretty well hot. We’re hot in Oregon. We’ve got, we’ve got a hot hot keep wave and a hot summer ahead of us, but otherwise doing okay. And you know, I think like a lot of parts of the country, the kind of atmosphere feels like it’s lifting a little bit as, as cities kind of open up more because because it is summer, even if it’s super hot, it’s better to be outside and see other people, You know, I think after a long hard winter, people really just be inside

[00:03:08.12] spk_1:
Last summer, largely the same. Yeah, at least if you were doing the right thing. So yes, it beats the hell out of summer, 2020,

[00:03:15.10] spk_0:
right? Yeah.

[00:03:17.44] spk_1:
Although I’m sorry that climate change has contributed to bad temperatures in Oregon and

[00:03:22.55] spk_0:
yeah, yeah, we’ve already, it’s already fire season here and fire

[00:03:27.78] spk_1:
season is all the year now. Now California just doesn’t even have a fire season anymore. They just have fire fire

[00:04:40.64] spk_0:
thinking about, you know, how many And and 10 has community members all over the us Canada Europe all around the world. Um, and so it’s something we’re always thinking about is, you know, what’s going on and for somebody that might open an email or show up to a court. So being one of our cohort programs where we’re really kind of expecting a lot of you over an extended period of time and, you know, there’s folks in so many different geography, so many different identities, so many different kind of compounding factors where it just might not be a day that you can join of course, you know, and we have done a lot of work, kind of, all of all of 2020 started in 2019 and launched this calendar year with a number of changes to our programs so that people were better able to say, yeah, this isn’t the day that I can join us and that they weren’t kind of like slowly slipping behind or slipping out of any of our programs, that the system was already built for them to be like, yeah, not today. You know, uh again,

[00:05:15.54] spk_1:
we’re gonna talk about that to me that falls under the rubric of tech equity. We’re gonna we’re gonna talk about that. Let’s start with the something I know is on your mind. The show the salary campaign. There was it was a critical piece In the chronicle of philanthropy. Just yesterday, we’re recording on June 23 yesterday. There was a piece by Vincent Robinson, critical of show the salary campaign. Let’s acquaint folks with what show the salary is

[00:06:21.64] spk_0:
for sure. So I think show the salary like hashtag no spaces show the salary is a campaign, but it is not the only movement for there are many, many folks, many different hashtags, many different appeals to the sector at large, whether that’s foundation jobs or nonprofit jobs, whoever to include the salary, whether that’s a hard and fast number or that’s a range in every job hosting from Ceo to to any other position really because of the number of dynamics that come when you don’t show that salary and the privilege that it really wraps itself around, um that it’s not creating an equitable opportunity or access point for all different kinds of folks to apply for that job. And show the show salary is one of these campaigns and efforts to encourage folks whether by asking nicely or shaming whichever direction works to get people to do it

[00:07:41.14] spk_1:
all right. And some of the some of the reasons that showing the salary is important are I know that it gives an advantage to folks who negotiate salary better, which is typically white men. They are more confident in their negotiations. They have better outcomes when they attempt to negotiate. If not even better outcomes, they at least get get a better reaction when they attempt to negotiate. So it gives advantage to the white privileged. Um It’s um it’s disadvantageous in that you might be, I mean this this applies to everybody. You you might spend your time applying for a job that’s beneath your salary requirement. We all got to cover. We all got to cover a monthly nut. And if your salary isn’t gonna do it, you gotta go through a a laborious process to find that out. Maybe a couple of interviews, several hours your research time, you’re spiffing up your resume time, your credentials. So why should I hide it from anybody? Um on the positive side, he promotes transparency and you’d like to hire people who want to work for transparent organizations and people want to work for transparent organization? What am what am I what am I leaving out of the why the advantages, the reasons for showing the salary?

[00:08:32.14] spk_0:
I mean, I think all of those are right. And also all of those are kind of like doorways into an entire, you know, grouping of arguments that are related to them, right? And I think it intend we really um combined when we’re trying to mask or compelled or encourage or convince other organizations to include salaries to us that means compensation and generally make clear what your benefits really are. Don’t say generous benefits because to your point, if someone is um has chronic illness and they know that health care is going to be a really important part of the benefits they get and all that you’ve said is generous benefits. They don’t know how to navigate if that’s going to be worth their time competitive

[00:08:54.34] spk_1:
Really. You know, when you think about these things critically, which, you know, it’s, it’s just uh you know, for me at 59 years old, it’s what I grew up with commensurate salary, salary commenced with the experience and generous benefits. No, but if you do think about that well, it really communicates nothing generous, generous by whose standards commensurate by what type of experience

[00:08:57.34] spk_0:
and with the arbiter of that. Right?

[00:08:59.53] spk_1:
Well who is it? Yeah, who is? Right.

[00:10:24.74] spk_0:
Yeah. I think especially as uh folks are starting to maybe in a token izing way, look to increase the number of black indigenous staff of color, um, L G B T Q I plus like all different, you know, quote unquote diverse metrics for their staff. Those folks want to know that they are going to be evaluated by something they opted into, Right? So seeing something like, oh, it’s commensurate with experience. Well, if you are excited to hire me because I also speak spanish, but you’re not, you’re not giving me a salary because of that, then that’s probably not a great place, right? Like all of those decisions add up to a picture that’s getting painted to potential staff before they even apply, let alone are hired and start there. And if you think about, you know, what is this picture we’re painting? Is it just like murky and you can’t see anything isn’t really clear. We painted a beautiful picture of this land. They could come come join. You know, it isn’t just like what’s in the organization’s interest because you really want to be able to negotiate with someone. I would, I would invite a bit of reflection on why you want to change something, you know, because if you don’t already know how much you can pay, that’s how much you can pay. And if you don’t, then you’re probably not ready to start hiring.

[00:11:23.84] spk_1:
Okay. Uh, Vincent Robinson pushed back against the show the salary campaign. His his main point is that now he is a recruiter. He makes a point of saying that his practice is devoted to expanding diversity and accessibility among job applicant among applicants. Yes. And placements that he makes uh, he says that 90% of the candidates that he places are diverse. Bye bye. Common standards. Alright, So let’s, let’s just assume that that’s all the case. Uh, take him at his word for that. He says that the main problem with the show, the salary campaign is that it actually disadvantages folks. Um what’s this point? Because

[00:11:32.54] spk_0:
I mean, essentially, if I can, can recap it, um, the way that we read it and have discussed, invented is essentially saying that by disclosing that salary, so don’t already make it discouraged, right? Would feel that they wouldn’t go for that job. And

[00:12:22.64] spk_1:
Their if their current as it uses the example of someone whose salary is $60,000 and they feel they’re eminently qualified for a job that posts range, or a salary of $150,000, that they will be discouraged from applying because they feel they’re not worthy of that salary. And he says that he has counseled many people in that situation that they should absolutely apply. What does the I’m not I don’t want to make you a spokesman for the show, the salary campaign. We don’t even know who the members of the show the salary campaign are, which we are going to talk about. The secretive side of that. I’m curious about that. We’ll get to that as an advocate for show the salary. What do you say to Mr Robinson?

[00:15:23.34] spk_0:
Sure, I wouldn’t have nothing to do with the show, the salary campaign. And as far as I understand it, it’s a campaign started by nonprofit staff in the charity sector in the UK. Um wow, she and being in love with their julie and I have nothing to do with it. But there are, you know, folks like Julie and the community centric fundraising community and 10 lots of folks in the us have also been calling for this. I think the idea that someone would see a higher salary and think that they are not qualified. I’m not going to say that doesn’t exist like humans are complicated, dynamic, interesting creatures. And I’m sure there are people for whom they have experienced a lifetime of internalized messages that they are not worthy of that job, right? That is not going to be changed by all organizations continuing to hide the salary. We’re not changing the sectors general attitude that everyone deserves more money by hiding salary. So even if, even if there are individual use cases where people were discouraged because of a high salary, that is not a validation for not disclosing it. And ultimately, by showing those salaries, you’re encouraging peer organizations to equally pay that much for the similar title or scoped positions. Um, You know, I think another perspective, we talked about an intent was, well, if that person is making 60,000 there in an organization that has the full kind of, uh, equate herbal scope to that other position, then they probably shouldn’t be making 60. And the issue is that they are currently making too little, not that they are not qualified for a job that makes twice as much right. That the real issue is, is their current place of employment and that that place they should be able to use that job posting to say, hey, I like a race. I think the dynamic that’s not spoken about in the Chronicle piece that I do think is an important part of the conversation about hiring in the sector is the fact that that articles written by a recruit and I think that I have experienced and seen and coached many people applying for jobs who have a very different uh understanding or expectation or assumptions about what’s going on when they are dealing with a recruiter, then when they are applying directly to the organization. I think there’s a lot of messaging and marketing that recruitment firms are, you know, leadership or C. I. O. C Suite ceo type of jobs. And those feel like they imply a level of corporate nous, maybe certain size of organization, you know, and those are probably more likely the factors that are making folks feel like they don’t want to go for the job than the fact that it pays more money. But

[00:15:43.84] spk_1:
it’s interesting just the existence of a recruiter could be off putting to a lot of folks who internalize messages about their credentials.

[00:15:45.61] spk_0:
Not that I don’t think people should use recruiters, I definitely think they should, but I think that that’s an unspoken reality that is not factored into that article.

[00:16:01.94] spk_1:
Right. Right. Right. Which I’m not sure that he would even acknowledge. Yeah. But okay, I

[00:16:06.74] spk_0:
wanna, can I can I can I steer us back to the question and you always get to steer Can I give

[00:16:10.01] spk_1:
you latitude

[00:17:36.74] spk_0:
well, because you said something that I thought was interesting and we could talk about for a second earlier when you were saying, you know, expertise. Uh and I think that’s also a big part of all of this, is that If you were to take to job listings that you found, that said the salary and they said they were both $60,000 jobs, right? 60,000? Um as your annual salary? Mhm. I cannot imagine that you would find those two jobs, say they’re looking for the same experience or expertise or scope of job, even if they were both in communications are both in in programs, right? So I feel like there’s also an opportunity to be very open and intentional with how we phrase or or position to potential staff, what we were looking for when we hired you, because if it’s just like, you know how to use this database and you know, you know, you know how to do these tactical things, I don’t know how it matters who it is. You hire hire the first person then, right? Like if that’s the thing that’s most important to you, it’s just that they can technically do these things that feels to me like you maybe don’t even need a human. That’s a

[00:17:51.64] spk_1:
pretty, that’s a pretty shallow job description. If it’s just a list of four things that you need to be able to do it, right, then you just hire the first person who can do those four things and it makes no difference who it is,

[00:18:15.74] spk_0:
right? But I see, you know, intent as a dartboard and um see jobs posted in the sector on twitter et cetera all the time. I feel like hiring is kind of picking up now and I see so much of it is like we really want you to have experience with X database or X website platform or you know, and like does any of that matter? Can’t you teach somebody the

[00:18:19.26] spk_1:
database? It’s all trainable, it’s all right, we need somebody who’s trainable

[00:18:49.24] spk_0:
right? Like eager to learn, interested in doing the work that we do, but not that you already know how to do certain things right? That’s not the most compelling. And again back to that idea of like you’re painting a picture for these potential applicants, you’re painting a picture that like what they’re what they’re part of. That magical garden scene is like you have a hammer, you have a shovel, you have some seed like you know, it’s probably looks not as appealing, right? It looks like, oh yes, this is beautiful garden scene and I will sit over here hammering on the bench.

[00:19:26.14] spk_1:
Uh I mean uh I guess what we’re, what we’re talking about though, depends on the level that you’re hiring too. I mean if if an expertise is required in something that’s not that’s not trainable, I mean you so you have I. T. Staff, you have the luxury of having write your own development team. Um

[00:19:26.79] spk_0:
So yes, he does the work of a team. Okay. Okay.

[00:19:32.40] spk_1:
Yes. We’ll shout him out now. Go ahead

[00:19:34.25] spk_0:
dan. Yeah.

[00:20:02.04] spk_1:
So you have the luxury of having a development person, web development person. Um So, you know, he has to have a basic level of skill or or beyond basic in certain things. I don’t know whether it’s C Plus plus or drooping or you know, whatever. I don’t know. Html Well, we’re beyond html That I know. So, you know, at that point you would, you would advertise a fluency with something, wouldn’t you?

[00:20:09.44] spk_0:
Yeah. I mean when we hired for that position, you know, we certainly wanted to say these are the platforms we’re currently using. Um, but okay. And you need to, you

[00:20:15.11] spk_1:
need to be able to support these.

[00:20:58.64] spk_0:
Yeah. Yeah. But that was, you know, that’s more of like, hey, this is the job. So stop reading if you don’t know what wordpress is, Maybe not the posting for you, but the things that we really want our, that you, I want to be part of a team where every person has leadership responsibility. You know, you’re not just going to be told what to do. Like you also have to come up with what to do and uh, you know, we want everybody on the team helps with the Ntc. You’re going to like carry a sign down the hallway, put it somewhere. Like you don’t just get to sit at a computer. You know, like we really want to communicate that working at what working in china is like and make clear that that’s what we’re looking for, right vs. The list is for this salary. You can do these five technical things.

[00:25:18.94] spk_1:
It’s time for a break. Turn to Communications, The Chronicle of philanthropy, the new york Times, Wall Street Journal, UsA Today stanford Social Innovation Review, the Washington post, The Hill Cranes, nonprofit Quarterly Forbes Market Watch. That’s where turned to clients have gotten recent exposure. You want that kind of press turn to has the relationships to make it happen. Turn hyphen two dot c O. Your story is their mission. It’s time for Tony’s take two. Let’s rejoice this summer. We’ve come so far from a year ago from where we were last summer. Let’s take some pleasure in this summer. I hope you can. Yes, there’s a long ways to go to My state. North Carolina is less than 50% vaccinated, but we’re so much further from where we were last summer. Let’s take some pleasure in how far we have come. I hope that you can do that in your own way. I hope you can schedule some time away or some just some time. It doesn’t even have to be time away. I hope you can schedule time for yourself, family, friends, all of which we couldn’t do couldn’t do safely a year ago. So let’s rejoice in how far we have come while at the same time recognizing there’s a good way to go before we’re out of the woods with this pandemic with the delta variant now and other possibilities of variations. Yeah, we’ve come a long way. I hope that you can take the time for yourself, for your family, for friends to do some rejoicing this summer. Have some fun, whatever form fun takes for you, whatever it is. If it’s crocheting, if it’s travel, if it’s stay home, okay if it’s more time with kids, nieces, nephews, grandchildren, whatever form fun takes for you. I hope you can do it. I hope you can because we are so much further along than we were this time last year. That is Tony’s take two sending blue. It’s an all in one digital marketing platform with tools to build end to end digital campaigns that look professional are affordable and keep you organized. They do digital campaign marketing. Most marketing software is designed for big companies and has that enterprise level price tag, tisk, tisk. It’s your life if you’re using one of those, send in blue is priced for nonprofits, easy to use marketing platform that walks you through the steps of building a campaign to try out, sending blue and get a free month. Hit the listener landing page at send in blue. We’ve got boo koo but loads more time for center equity and tech in your hiring retention and training. Very melodic. It’s like, it’s iambic pentameter. Almost. How do you encourage job posters on the N 10 job board, which I know is one of your more popular pages on the areas on the, on the site at n 10 dot org of course. Um, I know you require salary their number or arrange a minimum or arrange I guess. But beyond that, what, what can you or what can other folks do to either encourage it if they have a job board or working in their own job descriptions.

[00:26:06.84] spk_0:
Yeah, it’s interesting. I think a lot of the other work that we do is not very publicly visible. I have had a number of community members over the years since we’ve been requiring salary where they want to post a position. They themselves had already asked their organization, what’s the salary going to be in the organizations that were not posting it? So then they come to me and say like, I don’t have a lot of positional power. But what I could do is like bring you in on a conversation that put some pressure on, you know, and have some conversation that, that does convince them because even if they didn’t want to do it, they’re doing it gradually. I was looking at them so they did it, you know, you know,

[00:26:10.85] spk_1:
you know that,

[00:26:11.79] spk_0:
well, you

[00:26:13.28] spk_1:
Have the leverage of the N- 10 job board and we’re talking about technology if it detects job, the intent job board is like a Seminole place to be.

[00:26:43.74] spk_0:
Right. Right. So I’ve had lots of places where I’ve either helped people come up with their talking points to take to their team or joined email threads or even had phone calls with hiring managers who weren’t convinced, you know, and just spent 10 minutes talking to them about it, um, to get them kind of to the other side. And I think that’s, You know, while it’s kind of maybe not in my job description, those 10 minute calls or helping somebody with their talking points in a Google dog are changing organizations. And I really love between that work, you know,

[00:27:31.84] spk_1:
but that’s using intense influence the same way you do when you, uh, when you sign contracts for, for the NtC that you insist you have, you have certain requirements from, I guess diversity to food to, you know, whatever you use the leverage, use the leverage in that case it’s dollars in hiring case, it’s the N 10 job board you want to be on it. I mean the bottom line is you got to play by our rules. I’m happy to have a conversation with you about why those rules exist and how they contribute to the in 10 values,

[00:27:33.92] spk_0:
How

[00:27:43.54] spk_1:
they flow from the intent values. Maybe more more eloquent, but more appropriate. But in the end, you know, if you want to be on the job board, you gotta, you gotta use our rules if you want. You want the N 10 money, you want the N 10 conference at your center, then we have, we have certain basic requirements that are unyielding.

[00:28:51.64] spk_0:
Yeah, it’s interesting because the intent job board, of course you can post a job, but I think most people think of when they think of a job board, like a part time or full time organization that you are working for overtime. But we also, you can also post gigs or RFP s shorter term project type posts and we require a salary or budget to be listed on those two and that’s actually the place where we get the most push back. Um and folks will say, well we don’t know what our budget is until people reply to our RFP. And while I understand that, could I feel like reality, there is just like a, just like a potential applicant to become an employee. A potential contractor also doesn’t know if this is a project that they should bother trying to take on if they have no idea what your budget. So again, you don’t know what your budget is. You’re not ready to hire. Call for our FPs. You

[00:28:56.38] spk_1:
Need to know whether this is a $10,000 project or $60,000 project. I mean without saying a range of $10-$60,000, which is, which is worthless. People, people do that. Do they say?

[00:29:08.44] spk_0:
Okay, sometimes? Yes.

[00:29:10.03] spk_1:
Alright, well that’s

[00:31:05.24] spk_0:
worth. Sometimes. Yes, we try and catch those and talk to people. But you know, I think that folks, it’s such, it’s also such a privileged position to say like, well, we don’t even know what the budget is, where what I hear in that is whatever people tell us is what we could pay. And I don’t think that most nonprofits have a relationship to their cash flow, where they could say whatever somebody says is what we should pay, right? You you likely do have a discreet budget range And even if you feel like it’s really low and you’re sad that it would look low, it’s better that that’s on the table at the beginning, before a bunch of firms, you know, do a bunch of work. Um, and 10 actually just closed an RFP for our own, like it was on our job board, but it was our own RFP to do a website redesign project. And um, we had talked to, uh, so many firms in the community, but one had kind of expressed a bit of a surprise that we were anticipating 10, maybe 15 Responses to the RFP. That that would be a lot of responses. Well, we got over 40 and what we heard from a lot of people is the reason we got so many is because the RFP was very clear. It said why that was our budget and what what we could do in house, what we needed somebody else to do. So, because we have taken longer than our original timeline was internally to be really clear in the RV, we were able to get so many more potential folks that wanted to work with us. And now of course, I don’t know how long it’s gonna take us to read this many are applications, but um, it’s a better problem to have than than only a few that submit and none of them feel like a good fit. You know, now we’ll be able to choose from a great difficult group of to decide.

[00:31:45.34] spk_1:
So it ends up being worth the internal time that you spent. It was beyond your projected time because you’ve got 433 times the number of applicants, uh, proposals that you were expecting. All right. Right. Um, uh, so let’s talk about the show the salary campaign. Okay. Now you all right. So you said you’re not you’re not a part of it. I didn’t know that had started in the UK for one. I feel like they, um, they suffer some because it’s all it’s all secretive. They don’t reveal.

[00:31:46.69] spk_0:
Doesn’t need to be like,

[00:32:01.04] spk_1:
well, yeah, I mean, I think credibility, I think naming who you are, at least some of whom you are, helps with credibility. You know, purely

[00:32:02.03] spk_0:
seeking. But they do say that there are non profit staff.

[00:32:05.84] spk_1:
Yeah.

[00:32:24.34] spk_0:
And I feel like their appeal isn’t saying we like this one organization, you know, we’d like this one funder to change their grant application and we are previous grantees. So we have a level of knowledge. Like there isn’t any, uh, in my opinion, there isn’t any justification you need to do to say, yeah, I think people should have to show their salaries, you know, they

[00:32:38.34] spk_1:
Have, like six or 8 reasons why the salary should be shown. Uh, you know, it’s secretiveness creates suspicion,

[00:32:44.14] spk_0:
doesn’t I just I just don’t share that feeling. I feel

[00:32:48.15] spk_1:
like,

[00:34:03.44] spk_0:
um not the number of people that, like, for example, we have because we have talked on the website and the job board, we have a blog post about why we want people to to include their salary. Um, it’s common that folks that we don’t know or or we’re not first name basis, like community member, we know who they are will tag us in a tweet thread and include our blog post while they are trying to convince someone else. We weren’t even heard of that. We don’t know who these people are that are talking, you know? But they’re like, oh well and then to doesn’t here’s their article and you should really do this. So those people don’t even necessarily know who we are, but they’re using it to support their argument. And I feel like I don’t need to go into that twitter friends like, hello, I am a me I am in ceo these are all of the reasons why I get to exclaim this. And you know, I don’t I don’t know that. I don’t know that the campaign, like so many other campaigns is trying to say that the exclusive use of that hashtag are the eight collaborators on that website, right that like anyone can go appeal to folks that are sharing their salary and ask them to do it. You know that it’s it’s about the message. It’s not about the people who have the capacity to build the website and get it out

[00:34:29.54] spk_1:
there. It is. Yeah. As I said, they have six or eight reasons why you should should show the salary. Um All right. Maybe I’m just more traditionalist, but you know, secretiveness breeds suspicion for me. I would like to see a couple of

[00:34:31.27] spk_0:
names that

[00:34:32.06] spk_1:
Uh and then but then you say, you know, but in that case where you were citing, you know, in 10 gets broke. So other folks brought you in. So you’re they presume your credibility

[00:34:42.94] spk_0:
well. But I think it’s the same way where people that aren’t who I’m just saying that because that’s a random number of people, but like whoever was the friends who created that website, like people don’t need to know them in order to use the hashtag show the salary for saying, you

[00:35:00.54] spk_1:
know, and and to agree with the six or 8 reasons that they

[00:35:03.08] spk_0:
have, which

[00:35:07.04] spk_1:
is you’re all very cogent to me. I just I would like them to go a step further.

[00:35:11.34] spk_0:
Yeah. Ok. I hear your concern. I have nothing to do with them. So I can I will not pass this feedback to anyone. But

[00:36:01.33] spk_1:
you don’t know anybody. I don’t know. It’s like people say this is in confidence. I always say, well, I don’t know anybody to tell. Right? And a few people I do know that nobody listens to me anyway. So, so your your confidence is well kept with me. Don’t worry. Don’t worry about that. Yeah. Yeah, sure. You got my confidence. Absolutely. This isn’t confidence. Absolutely. Okay. Um bringing a little more down to uh, some actionable steps or if the if not actionable, at least, things that folks can consider. And I’m always grateful to you that we can use N 10 as an example. You have, you have the N 10 Equity Guide for nonprofit technology which is at N 10 dot org. And my suggestion after that was just search for Equity guide for nonprofit technology in

[00:36:05.24] spk_0:
your or its underneath the resources either way. Okay.

[00:36:29.53] spk_1:
It’s called the Equity guide for nonprofit technology and you have some things that you recommend there and I’m sure that intend abides by or at least tries to abide by as best as you can. Um, and the first one is that is sort of what we were talking about earlier. Don’t assume expertise in technology radio

[00:38:52.12] spk_0:
and I think that this gets a little bit confusing for folks because they are hiring for a position where whomever is hired saying is you tony I hire you. I know that so much of your day is going to be using these couple systems and I think I’m doing doing a favor to everybody by saying, okay, we really want somebody who already knows how to use these things, right. But it is unlikely that the way you use that database or the way you have set up your website or the way you use white books, you know, whatever it is, is exactly the same organization to organization. Um kind of what we were saying before, you want somebody who’s interested in ready to learn how you use your database and maybe you want somebody who is familiar with what databases do and are and has ever used a database. But the idea that it’s really important to hire someone who’s used that exact same suite of tools, it doesn’t, it’s just not realistic. They have not been customized the way your organization is customized people are using Salesforce in a way that is unrecognizable, Salesforce. That doesn’t mean that because they use Salesforce somewhere else, they automatically know how you’re using it. And all of those things, just as you said at the beginning or a teacher, we should be invested in teaching all staff, all of the technical things they need always, not just in their orientation, right? But technology training is all the time because technology is changing. And when we remove those pieces of focus from the job description, it allows us to really focus on what matters more. That’s less tradable, less teachable. And that is, you know, are you solutions minded? Are you interested in leadership and responsibility? Do you have experience with community engagement? Do you come from this community that we serve? I don’t know what things might be specific to the job that we’re all raised from in here in this example. But getting to elevate those other pieces that are maybe more about what somebody wants to do or has a natural inclination towards, instead of Can you click a mouse on the screen? Like we will teach you how to do that part, you know? But if you don’t like working with people, maybe that’s not the job because they’re clicking the button so that they can talk to people right? Like there’s something else happening in that job and focus on that instead

[00:39:10.22] spk_1:
related to that making training accessible. Uh, so, you know, I mean, to me there, those really go hand and glove. I mean, don’t assume a certain type of expertise and then you need to make the training accessible. And as you just said, you know, throughout, because technology is changing, it’s not

[00:40:45.21] spk_0:
just not everybody learns in the same way orientation. Uh just saying like, oh yeah, we made this internal wiggy and there’s a bunch of pages, How about it? Like not everyone can just go look at this wiki. They didn’t make themselves and learn from it. So know that however you’re going to invest in training, its investing in different types of opportunities to learn the same, maybe core functions so that people can engage the way that that works for them. And then take, for example, the way that we do this is we like to, you know, document things so that it is written down for people that like to have the guide of, okay, step one step to do some uh recorded a recorded screen where someone is clicking through doing the thing right? And then everybody brings their computer to a meeting and we all do it out loud together at the same time so that somebody can say I did a practice one of these before the meeting and now it’s showing me the screen and then everybody can look and you’re like, oh my screen looks like this, your screen looks like this. Let’s all learn what this error is, you know? Um and it means that of course it normalizes that everyone needs to learn these things and it isn’t just, you know, one person’s job, but it also creates this opportunity for really deep learning because we engaged in that so many different ways, you know, as a team,

[00:41:04.01] spk_1:
community learning right together. Yeah. Um you know, requiring equitable equipment policies and and that’s related to bring your own device,

[00:42:27.50] spk_0:
bring your own device, something we saw at the start of the pandemic, even beyond, Bring your own device was, you know, in an organization where there’s uh in use a very traditional hierarchy, people that were directors or above got to have Apple laptops. So when they said, okay, work from home, they were ready to go. The managers and below had desktop computers, so they were not ready to go, you know, um, and there wasn’t uh, acknowledgment of the inequity there. And I think that’s a very easy case in point where you can think about that. But we’ve received so many questions over the last 16 months of people saying, okay, well, now that our organization is convinced, then we can kind of kind of maintain a hybrid model going forward. They still haven’t changed the policies that say directors get a new computer every two years and everybody else gets one every six years, but my computer is dying, you know, and I don’t qualify. So the option I’m being told by my own or use my own, which of course isn’t, isn’t equitable is not a fair expectation, but it also creates all these other security vulnerabilities were now working off of machines that are part of the organization’s college.

[00:42:46.30] spk_1:
It goes yes, it is inequitable. It’s also high risk. Right? So, so the employee buys their own now, how do you know what else they have on it? It belongs to them. They are welcome to their privileged and entitled to put whatever they want on it. And how do you know? And what? So now what kind of devices, your data being stored on?

[00:43:22.50] spk_0:
Right. Exactly. And where are people accessing it from? You know, a number of organizations often try to address some level of security vulnerability by making sure that all of the staff laptops have a VPN and they know how to turn the VPN on, but then when they start using their tablet or their own personal computer to do that work in a different way, they’re not going through the VPN. So there’s just so many places where it undermines other efforts you have actually invested in because you are not thinking about what it needs to have devices for everybody that works for them.

[00:44:29.89] spk_1:
Yeah, yeah. And let’s wrap up with, and there’s, there’s many more, there’s probably a dozen different, if again, if not action, actionable items, at least items for you to think about and discuss all throughout the, uh, in this, in the intent equity guide for nonprofit technology. There’s a lot more than what we’re just the couple that I’m that I’m raising with Amy, that we’re talking about supporting remote work obviously, very timely, uh, enormously, you know, but um, everybody doesn’t have, uh, there’s not the same level of, of broadband access. We know this, I mean, you’ve been you’ve been active for years on the broadband equity. Um and now it’s part of biden’s infrastructure proposal. Well, how much of that will get past? Very uncertain, right? Some people only define infrastructure as macadam and concrete and bricks and mortar and beyond that, you know, they don’t want to know about infrastructure. So, you know, you can’t even assume the simplest things that so many of us take for granted exist among all your among all your staff.

[00:45:49.19] spk_0:
And, you know, I think what’s just so confounding to me is the number of organizations who last March said, oh my gosh, we have to work from home. So they didn’t, they worked from home, they work from home for over a year, and now they’re saying you have to be in the office to work, which what I hear when someone says that is that You do not believe work happened for the last 16 months, and I’m pretty sure that work did have, and it probably happened in ways that were better for each individual staff person managing their day and their needs and what else they had going on in their life. So if if folks have to be in the office, sitting at that desk in front of the screen to be quote unquote work came to me that says, you don’t think what can happen unless they are being surveilled while they do it, right? That realizing you’re stuck and you are definitely not working on this article you need to work on. So you’re gonna get up and like make a big fresh pot of tea that that’s not a part of your human management of your

[00:45:53.61] spk_1:
valuable to you.

[00:46:50.98] spk_0:
Right. Right. So, I think organizations that are pushing for this kind of return to in person are really hurting their staff. There are staff. We’ve already seen articles about staff are leaving on mass instead of returning because that’s not it’s the bar, right? Like we have said, the bar is I should be able to be a human that can be trusted to do my job and also live my life. And organizations that can’t respect that I think are not going to have the kind of, you know, talent and diversity that they may say they want. Um, and what I think is important to also acknowledges, there are people for whom working in the office is ideal for them because they can’t focus at home or at home. There are too many other demands on their time from family members or, or whatever else. But That one person working best in the office doesn’t mean everyone else has to be there. Exactly 9-5 with them, right. There should still be a way to support folks who are really great staff and just can’t be in the office, you know?

[00:47:26.88] spk_1:
Yeah. There are folks who want to be nomads now. You know, we, we can’t ignore what, what we learned over the past 16 months and what people have learned about themselves as well as what hopefully organizations learned about themselves and their people. These lessons, you know, these lessons are with us now for generations, right?

[00:47:31.78] spk_0:
And that’s our opportunity to learn from them and get better and grow versus hold on to an idea of something that also wasn’t working before the pandemic,

[00:48:23.97] spk_1:
right? But we just very few people have the courage. Very few organizations have the courage to attempt something different, okay. And they got forced into it to marches ago and we can’t ignore the lessons that we’ve learned and people are not, people are not going to be willing to take a step back. So yeah, if your organization is insisting, I would say especially now during the summer, I mean, if it’s maddening, I mean, uh, you know, I’ve had folks tell me that their offices go, they’re going back to the office starting in like mid june or july. It’s the summer for Pete’s sake. Nobody had any any summer in 2020. So if, if you have any humanity at all, at least wait until september or maybe even october. But even beyond then, right, you know, we’ve learned so much and people are not going to be willing to go backwards. And if you want, if you want to retain the best people, you know, some of them are going to want to be nomads. Now, some of them,

[00:48:33.52] spk_0:
you’re going to want to be able to be at home when their kid is sick and not have to take off work. Yeah.

[00:48:49.67] spk_1:
Okay. It’s, it’s equity, it’s tech, it’s hiring, its, its retention, it’s good policies

[00:49:01.37] spk_0:
and I think part of how we ended up going all over the place of this conversation is just a reflection of how interconnected all these things are and kind of directional. If you, if you can’t share your salary on your job description, you’re probably, what else are you hiding from people? Oh, now they’re hired. They probably don’t get to have a great computer that they choose, right? Like it’s all part of the same mess.

[00:49:32.17] spk_1:
Yeah, yeah. We only contribute 25% of health care premiums. Yeah, exactly. All right. All right. Thank you. Amy Amy sample award ceo of intent. Our technology and social media contributor. Uh, you’ll find her at AMY sample ward dot org and at Amy R. S Ward. Thank you for fun. Provocative, interesting conversation. Thank you.

[00:49:41.35] spk_0:
Thank you. As always.

[00:51:25.96] spk_1:
Next week it’s Jean Takagi returns. It’s Jean Takagi. Next week Jean Takagi returns with your one hour legal audit. Who writes this copy this middling lackluster coup. This is why I need an intern. I haven’t put the word out for interns lately, oddly nobody ever applies, but I need an intern to blame for this middling copy. So if you know someone who wants to be blamed, introduce them to me. If you missed any part of this week’s show, I beseech you find it at tony-martignetti dot com. Were sponsored by turn to communications pr and content for nonprofits. Your story is their mission turn hyphen two dot c o. And by sending Blue the only all in one digital marketing platform empowering non profits to grow. tony-dot-M.A.-slash-Pursuant End in Blue. Creative Producer is Claire Meyerhoff shows, social media is by Susan Chavez. Mark Silverman is our Web guy and this music is by scott. Stein. Thank you for that. Affirmation scotty Be with me next week for nonprofit radio big non profit ideas for the other 95 go out and be great. Yeah. What?

Nonprofit Radio for June 21, 2021: Movement Messaging & Farewell, Maria Semple

My Guests:

Hannah Thomas & Morgan Fletcher: Movement Messaging

Expanding on the partnership theme two weeks ago, consider building a movement with orgs outside your direct mission. You’ll want cohesive, effective messaging and that’s where Hannah Thomas and Morgan Fletcher can help. Hannah is with Big Duck and Morgan is at Girls for Gender Equity. This is part of our 21NTC coverage.

 

 

 

 

 

Maria Semple: Farewell, Maria Semple

Maria Semple

Her first Nonprofit Radio was February 11, 2011. Soon after she became our prospect research contributor. Maria’s practice has evolved and this is her last show. Quoting somebody, nobody can identify: “Don’t cry because it’s over; smile because it happened.”

 

 

 

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[00:00:11.24] spk_4:
Hello and welcome to tony-martignetti non profit radio big

[00:00:15.74] spk_2:
non profit ideas for

[00:01:51.04] spk_6:
The other 95%. I’m your aptly named host of your favorite abdominal podcast. Oh, I’m glad you’re with me. I’d be hit with hyper nutri mia if you shared the salty idea that you missed this week’s show movement messaging, expanding on the partnership theme two weeks ago, consider building a movement with org’s outside your direct mission. You’ll want cohesive effective messaging and that’s where Hannah thomas and morgan fletcher can help Hannah is with big duck and morgan is at girls for gender equity. This is part of our 21 NTC coverage and farewell Maria Semple Her first nonprofit radio was February 11, Soon after she became our prospect research contributor, Maria’s practice has evolved and this is her last show quoting somebody nobody can identify, don’t cry because it’s over smile because it happened. tony state too podcast pleasantries were sponsored by turn to communications. Pr and content for nonprofits. Your story is their mission turn hyphen two dot c o and by sending blue the only all in one digital marketing platform empowering non profits to grow. tony-dot-M.A.-slash-Pursuant in blue. Let’s get started. Shall we hear is movement

[00:01:54.62] spk_2:
messaging.

[00:02:11.74] spk_5:
Welcome to tony-martignetti non profit radio coverage of 21 MTC. The 2021 nonprofit technology conference. We’re sponsored at 21. NTC by turn to communications turn hyphen two dot c O. My guests

[00:02:12.42] spk_2:
now are Hannah, thomas

[00:02:23.64] spk_5:
senior strategist at big duck and morgan fletcher, Director of marketing and storytelling at girls for gender equity. Hello morgan welcome.

[00:02:26.44] spk_3:
Hey, tony excited to be here,

[00:02:28.51] spk_1:
I. tony Thank

[00:02:33.64] spk_5:
you. Pleasure to have you on nonprofit radio and our coverage of the 21 MTC uh your

[00:02:36.68] spk_2:
session topic

[00:02:41.24] spk_5:
is me versus we. Well, we versus me. We versus me.

[00:02:42.60] spk_2:
Maybe it makes a difference.

[00:02:55.04] spk_5:
We’ll find out if it makes a difference, but we’ll get it correct. We versus me Building messaging for a movement. Hannah, would you get us started with with some basics? What is this movement messaging that we are talking about?

[00:02:58.54] spk_3:
Yeah, I’d love to start us off with that. Um, so to set some context in the nonprofit landscape over the

[00:03:05.49] spk_1:
last few years, there’s

[00:03:38.34] spk_3:
been a lot of efforts made by nonprofits to band together in coalition to work in partnership um in in service of movements that exist beyond even just the organization’s mission. Um, so those are causes that are benefiting the collective sector, benefiting the larger world. Um and they really require a different take on messaging. A lot of times, nonprofits are very focused on clearly articulating themselves in their mission and making sure their audiences are really motivated to support them. But movement messaging in order to be effective, has to be used by multiple voices, multiple entities, um and move a bunch of different audiences to take action in support of a larger cause. Um So where when we’re talking about movement messaging, we’re talking about sort of a reframing um from me to we so that that sort of explains the title there.

[00:04:16.24] spk_5:
Okay, So we we versus me is Okay or Me versus we is okay, but we’re going to go from me to we Exactly not. We to me, that’s the opposite of what we’re trying to do. All right. That would be taking a great cause and distilling it down to uh were the center of the universe, and we’re the only ones who can do this work. So the rest of you are out exactly

[00:04:19.01] spk_3:
opposite.

[00:04:48.54] spk_5:
That’s exactly what we’re not doing, right? That’s antithetical to what we’re talking about. Okay. All right, um, morgan. Let’s bring you in. Let’s help us understand what the value is of working outside our mission. Because I I want to I’m thinking of our listeners. You know, they they’re they’re tied up in their work and I want them to help or I want to help you to help them see the benefit of seeing outside your own individual mission to a broader cause. So what what what was the experience that girls for gender equity?

[00:06:34.84] spk_1:
Yeah, for sure. So it goes for gender equity and we call ourselves G for short, just as context for who we are. An intergenerational organization based in Brooklyn. Um, that’s centering black cis gender and transgender girls and gender non conforming non binary youth of color in the fight for gender and racial justice. So with the mission statement like that obviously actually is quite broad, which allows us a lot of opportunity to partner and collaborate with organizations who are able to meet us at the intersections of the lived experiences of the young people that were working with. So, for example, Environmental justice, economic justice, all these other issues are also racial justice issues. And so we have a lot of entry points to our work, particularly for this session with Hannah. We I was speaking about a national agenda for black girls, which is G. S. First national campaign that we launched in alignment with the presidential election. Keeping in mind that we were always trying to center young people of diverse backgrounds but of color To help us shift policy priorities and have them actually be informed by people who need the change in their lives. So there are plenty of organizations that we partnered with in this work. We had about 60 endorsing organizations. And the campaign itself is spearheaded by a steering committee of 80 young people from across the country and they each represent their own organizations that are local. So we’re able to work collaboratively with these organizations that may be may fall under the umbrella of what we’re talking about, right, these intersectional areas of young people’s experiences, but they may not be, you know, exactly cookie cutter like girls for gender equity, but the issues that we’re talking about are in alignment with theirs. And so we’re able to develop strong messaging that all of the organizations collaborating with us can uplift and use and take action on

[00:07:01.14] spk_5:
any. Was there any consternation at G about working in broader coalitions and and excuse me, maybe, you know, diluting some of our own work, you know, were there any? Was there any pushback like in the organization? May be among the board? Just you know, I’m trying to help people see what what obstacles might be might be out there for them to do this

[00:08:36.54] spk_1:
work? Absolutely, yeah. Did you have any of that? We were very fortunate. I will say that um we had a really good base of organizations that we were used to collaborating with in this way who were aligned with our values? Already newer organizations of course came in and um, you know, did a gut check with us and had we had internal conversations and we hold we hold regular meetings for those folks as well as we kind of catch them up on where our messaging is coming from to continue to check that we are still in alignment and with our priorities and framing. But I would say that actually the place where we experience the most challenge and growth as an organization and as a campaign running team was in the messaging around identity. You know, you heard me list a couple of different gender presentations and identity that one might claim moving through this world and for us, especially as we’re co collaborate and co designing this campaign with the young people in the steering committee. We had a lot of conversations around like, well honestly, who’s a black girl? Why are we framing it this way? Do we, you know, how expensive is this terminology? And does it accurately represent? Do people who are on this campaign feel accurately represented by this language? So I would say that a lot not a lot of but most of the pushback that we were receiving was extremely useful because it was coming from young people themselves who were saying, you know, I’m not binary, I don’t love that, this is framed this way. And I’m like, as you know, as a person who’s in charge of the frame and like great, keep giving me that feedback, right? Let’s create a campaign that actually represents you and how you’re moving through this world. That’s the point. So I would say a lot of constantly having that dialogue so we can continue to make sure that the campaign is serving the people, it’s intending to serve.

[00:08:50.34] spk_5:
I have to broaden my mind because when I got if I if I were getting that kind of feedback that you gotta be like, this is so annoying, why can’t you just agree with what we all we all the rest of us agreed on. Why can’t you just jump on board what you have to cause

[00:08:58.25] spk_2:
trouble? So

[00:08:59.49] spk_1:
it makes it a really time consuming

[00:09:22.44] spk_5:
process. It’s frustrating, but you always frustration usually leads to a better place. I mean if it’s channeled right, you know it’s unproductive than then it’s destructive but you know in creativity I found that frustration usually leads to a better a better outcome. Alright let’s go back to you now. So take a little broader Hannah help us identify like what, how does Big Duck think of a movement? What’s a what’s a movement?

[00:09:56.44] spk_3:
Yeah. I think um actually really related to what you’re just talking about, the language, the definitions, all of this stuff is you know always evolving and all we were always adapting what we think about as a movement and the role that messaging can play in that. Um But generally a big duck. We’re thinking about a movement as the commitment of many to work together and create transformative change based on a shared purpose or goal. And we see movement

[00:09:57.55] spk_5:
any. I’m distilling that down to uh many, working on a shared purpose or goal.

[00:10:04.27] spk_3:
That’s right towards transformative change.

[00:10:26.54] spk_5:
Okay, Okay. And how about um the messaging? How do you conceive of the messaging? And then we’re gonna we’re gonna have to dive in and explain how we how we all work together to ally around a common message, but help us understand. I mean, are we just talking about the simple it’s just a simple communications. The what each of us produce.

[00:10:41.34] spk_3:
Yeah, we are talking about, you know, all of the different ways that you can communicate something to an audience and try and prompt them or motivate them to take action with you. And so that can be, you know, in a tweet, that can be all different sorts of ways that you can communicate out. That can be in the stories that you tell, the narratives that you’re trying to disrupt or push forward. Um there’s a lot of different ways that you can that can be at a rally when somebody is giving a speech, what’s being said there in that context. Um so we’re really thinking big big about what what messaging can look like and trying not to have a narrower prescriptive view.

[00:11:34.74] spk_5:
Okay, so yeah, whatever channels, whatever channels you have, and then does does each well, before we get to approval, like getting messaging approved? So, I don’t know, we’ll talk about that process if it’s even necessary. But how do you how do you start to bring folks together, around around a common message with, you know, inclusivity? And uh you just just convene a meeting and then you start somebody produce a document that everybody comments on it.

[00:11:38.16] spk_2:
How does this process work?

[00:11:41.54] spk_1:
Yeah, I would

[00:12:56.94] spk_3:
say that there’s probably a lot of different processes that work. Um but we found that helpful like in um to to align yourself with other organizations, other people, individuals who are would be aligned around a common cause is too start the conversation around shared values. Um and the opportunity agenda is obviously a great resource, doing a lot of work around storytelling using values and all that, but shared values are really an effective in for folks who wouldn’t otherwise get the nitty gritty of of what you’re trying to achieve, to understand their role in your cause and understand how it relates to their own. Um So we we talked about in our session all of the different ways that you can like sort of frame frame this cause in ways that use those deep shared values and also you know, fill in the context around that. Um So you know, we all believe in love. Um, so or we all believe in opportunity. Um, so maybe that’s an effective in for somebody, an organization who back in the day was advocating for a gay marriage, right? There was a lot of that was a great example at the time, actually, of the way that shared values were a really efficient, effective way for people to move hearts and minds, um, and to gather, you know, some momentum around this cause that on the surface, on the policy level folks weren’t really jelling with.

[00:13:11.64] spk_5:
That’s a great example. Yeah. Love who’s gonna disagree with that?

[00:13:15.74] spk_1:
Exactly,

[00:13:16.39] spk_3:
literally no one

[00:13:17.43] spk_5:
I’m the I’m the anti Love, I’m the anti Love

[00:13:21.16] spk_1:
candidate, tough to make

[00:13:24.26] spk_5:
not in favor of that.

[00:13:25.21] spk_2:
Yeah, that’s my platform

[00:13:26.50] spk_6:
is uh is hate, right?

[00:13:57.74] spk_5:
Well, there are people who have that, but they don’t call it that. Um even they would say that we I agree with Love. We agree with Love. Alright. So cool. All right. All right. Um And then it’s starting to frame these messages like you said, I’m kind of in the details, like So then All right. So, we have these shared values morgan. How do we start to build messaging? We just want to share documents that uh people start contributing to.

[00:14:00.23] spk_2:
How did that work?

[00:14:54.74] spk_1:
Yes, the process. Well, for us, honestly, it’s it really is that fundamental basic, just kind of like, look, let’s just start putting some things down. Of course, there’s all sorts of like jazzy processes you could design and do all sorts of like discovery conversations and, you know, you can call it by those names and that is what it is. But I think ultimately we really did just sit down as a team internal and lay out our vision as it aligned with, of course, the larger goals of the organization, because this was specific to a campaign, but this applies to all of our work. We sit down as a team, we pull out a document, um, and this was developed in the time where we could be in person at our office, so we were able to sit down together in a white board, technically, and put everything down, and then we started to introduce that to people that we thought would be great allies in the work. And so we had our entry points at each organization, based on people we knew through our connections personally. Um, and also just kind of put out a general call to action into these organizing spaces that we knew had similar values alignment or values alignment, and similar ideas about a progressive future for black girls. So we could run with that. So it really wasn’t. It really was a lot of google documents. Honestly.

[00:15:22.54] spk_5:
All right. So, so morgan did you have a formal organization that that you all created or this just like this? You didn’t make a legal organization out of all these entities? Right. You just you just all contributed to a campaign,

[00:15:50.34] spk_1:
correct? So we remained Girls for gender equity. And we launched a national agenda as an initiative of Girls for gender equity. Within that. We do have a steering committee, as I mentioned, that young people and then we also have the partner organizations who are represented by those young people and some who are not who are partners in the work at large. And so those things, those groups all have names, but we did not go about formalizing legally a new entity.

[00:16:05.74] spk_5:
Okay, Okay. Not necessary. Um, and so while this is going on, uh well, this larger campaign is going on, you’re still doing your own, your own messaging, Right, Aggie. You know, that’s not like that suspended or anything.

[00:16:12.21] spk_1:
No, definitely still definitely juggling both. Right. All right.

[00:16:17.84] spk_5:
And and how does how is fundraising impacted? Was was part of the campaign for fundraising for the for the entities or it was it was a different a different call to action?

[00:17:33.74] spk_1:
Yeah, fundraising is certainly call to action for national agenda specifically because it has its own funding. And so, you know, we’re fundraising for G were fundraising for a national agenda. And of course we are talking about G. I mean, we do narrative shift work, we do direct service work. We also do organizing policy campaigns work. So there are several different buckets of work that were fundraising for at any time. Um, I think what our process has been to keeping that streamlined for and under comprehensive and clear for our audiences is just naming, but in very clear, consistent terms, all of what we’re holding as best we can and acknowledging that it’s a lot and that allows us to lean into this the, you know, what, what Hannah and I were talking about before around intersectionality and the holistic nous of the work and the holistic nous of the movement work. Right? So we can say we’ve been very explicit about a national agenda is focusing on these national priorities. However, at a city and state level in new york where we’re based, this is what else we’re holding and how it is interlaced with these other priorities. And so we’re able to flesh out where all these things are meeting and also naming, you know, there you can choose to support any of these, but ultimately supporting us will support all of them.

[00:18:01.14] spk_5:
Hannah, help us understand some more around the the complexities of messaging and consistent messaging or maybe maybe have some big some best practices that Big Duck or something. Help us flush out the details of getting consistent messaging across all your, all the entities contributing to well, in morgan’s cases with the national agenda, but you know, whatever, whatever cause we might be working toward.

[00:18:46.14] spk_3:
Yeah, I think it’s really interesting because at Big Duck primarily were preaching, you need to have one voice, a very consistent voice, a very aligned voice. Everybody should be a brand ambassador who understands deeply what you’re positioning is, what your personality is, should be able to speak. You know, all you know, sounding the same with movements. I think it’s actually very different. I think you have to necessarily make space for people to communicate. The message is in their own way using their own personalities. Um the movement can’t it’s really in my view like an exercise in relinquishing control in a lot of ways and making sure that it’s it’s something that others can own as well and feel like it’s theirs to speak about in their own voice.

[00:19:01.14] spk_5:
It’s interesting like nobody owns it, but everybody, everybody owns it, but nobody owns it.

[00:19:53.94] spk_3:
Exactly. And that’s why you can see a lot of um successful movements. One that I think is really cool is the land back movement and campaign. So there are website is very simple and it has a manifesto with about 10 lines of text on it about all the different meanings that land back has in terms of a literal, you know, meaning of we want to get this land back. But also the narrative, this means about our relation to our relationship to the environment, our relationship to racial justice, all of these different things. So it sort of sets up a basic something to work with. But if you look at the hashtag land back on instagram or something like that, there are so many folks, so many individuals who are able to um build meaning from that from that manifesto and take it in new directions and give it new life all sort of aligned generally around that manifesto, but really expanding um expanding the meaning.

[00:20:12.04] spk_5:
Anything either of you want to want to say about this sort of this consistent shared messaging

[00:20:15.14] spk_2:
Before we uh

[00:20:16.47] spk_5:
before we move on, morgan you’re shaking your head. You want to add some more.

[00:20:39.84] spk_1:
Yeah, I just wanted to underscore I think how important it is for there to be a muscle for constant vulnerability, openness to feedback and collaboration. Um you know, campaigns as Hannah was saying, you know, folks are able to step into the campaign work individuals and organizations and make it their own in a way and that is so special and unique and you also want to be sure that that does not spiral into another direction of course. And so you want to also provide structure and infrastructure for folks to feel supported as they’re moving with this campaign. Right?

[00:20:54.54] spk_5:
Like what? Like what kind of structure and infrastructure?

[00:20:56.94] spk_1:
Yeah, So I would say, you know, developing really basic tools that people can use, like messaging, kids digital tool kits to provide folks with key talking points graphics, if you want there to be visual cohesion to your campaign and folks don’t always use that stuff, you know, of course they’re like, that doesn’t match individuals might be like, doesn’t match my aesthetic organizations might be like, you know, we want to frame it a little differently. So the intersection with our work is more cohesive and clear to our audiences, but you want to give folks a starting point so they can say, you know, I like looking at land, land backs manifesto, they can refer to some tools and documents and say, okay, I know where this is rooted. And I’m going to pull these pieces from it for my, my specific messaging or my organization specific messaging and then having consistent checking with folks, you know, updating that regularly, letting folks know it’s being updated, these real basic communications that get lost because you’re holding so much.

[00:22:09.24] spk_5:
Do you feel like giving Tuesday is an example of what we’re talking about, or like spun large, you know, billions of dollars now? Or is that really something, something different because it’s so decentralized? I mean we’re talking about something decentralized here, like I said everybody owns it but nobody owns it, but I don’t know do you feel like giving Tuesday is an example of could be an example large of what we’re talking about or or no, that’s really something different.

[00:22:46.74] spk_1:
I think so, especially to disagree with me and say something. No, I was thinking about it, you know, I think um I mean we’re talking specifically about very progressive movements. I certainly am, but I’m thinking about how they, you know, they really provide, we are obviously participating giving Tuesday um and they always provide such incredible materials. So you you feel so clear through the process. Okay, I’ve got 44 months, six months out. How do I build this campaign around this moment? Right. And I always feel so prepared for giving Tuesday because they’re able to roll out such robust materials to build that infrastructure for us as organizations.

[00:23:08.04] spk_5:
Alright, well, there’s at least lessons to take from giving Tuesday in terms of the support you mentioned, support infrastructure. Um one of the things that you mentioned in your session description Hannah is that you want folks to reconsider some best practices that may be hindering their cause. What does that mean?

[00:23:09.14] spk_1:
Yeah,

[00:24:37.94] spk_3:
we, we hit on some of it earlier when we’re talking about intersectionality and making space for, you know, other causes or things that are not directly in your lane, but maybe in the next lane over. Um I wanted to include say this Audrey Lorde quote. There’s no such thing as a single issue struggle because we do not live single issue lives. So if you are an environmental organization, but you don’t see how that could connect to racial justice or to voting rights or to whatever else may be out there. You’re missing some great opportunities to expose, you know, that there’s critical connections between all that we’re doing and it can be really hard. That’s the me versus we inaction is like I need these dollars, I need these donors, I need the spotlight all of that versus a different mindset, which which we think of as a scarcity versus abundance mindset. Um, so what I was just explaining is an example of some scarcity thinking versus we want to spotlight this whole ecosystem of change we’ve got going on of which we are a piece. Um, there’s room to show how we’re connected to what our peers are doing. There’s enough dollars and donors to go around. It doesn’t have to be us who gets all 50 of those donors dollars. Maybe they give us five, and they give everybody else five to um and again, a de emphasis maybe on dollars, right? Folks have currency that goes outside of, you know, money. And how are you showing value for that? So, a lot of ways of like kind of de centering your organization in a healthy and healthy and productive way. So that’s one example of disrupting sort of best practices that we think about

[00:24:56.44] spk_5:
it. And that’s related to what you had said earlier about surrendering control. The point that nobody owns

[00:24:58.78] spk_2:
this.

[00:25:07.54] spk_5:
You have another one. That’s that’s very good de centering. Right? What else? Another another sort of mind shift that you want to encourage?

[00:25:38.44] spk_3:
Yeah, we had a whole section where we were talking about disrupting um dominant narratives, which I think morgan can speak to a little bit more. But dominant narratives are these sort of pervasive, like, the way we say things are the way we tell things, and the things that we assume that we are are all really sharing um movements are a great opportunity to really disrupt that and and form new narratives um that are healthier and that are um more progressive and are gonna frankly help us transform the world in the way we want to, I don’t know, morgan if you wanted to chime in.

[00:27:14.74] spk_1:
Yeah, I would just add as, like, a specific example, um you know, for us, when we’re talking about when G is talking about are the constituents in our programs and young people who are in our campaigns, You know, a lot of the work that we do is around shifting the narrative around the your audience cannot see this or cannot hear this or see it, but I’m using air quotes when I talk about the monolithic black girl, right? Like this and no community is monolithic, this is it. This means nothing, right? So what are you know, for us to break down that absurd premise? Um it requires us to really give opportunity to young people in our programs um to tell their unique story as they want to tell it. And so for us, our narrative shifting work looks like passing the mic. It’s not about me, the director of marketing storytelling, going to a rally and giving a really great speech. You know, it’s about young people going to that rally and them giving great speeches or speak in front of city council in new york, which we do quite frequently or talking to legislators across the country. You know, other types of campaigns that we’re building out right now. Video and social media storytelling campaigns that really allow us to present a breath of experiences and all those people are saying I fall somewhere on this black girlhood spectrum, This identity spectrum and my story may not look like this young person or that person or that person, but it is still important, it is still affected by the legislation that’s happening in this country and therefore it’s still relevant. Okay, I have

[00:27:16.64] spk_5:
a little uh, we’re going on in the background. I don’t know if you can hear that buzz, so yes, you can.

[00:27:24.44] spk_2:
Okay, sorry. Um All right, um

[00:27:30.64] spk_5:
let’s let’s leave it there. But Hannah, why don’t you just take us out with some last minute motivation? I I can see ego has to be, you know, checked at the door. You know, we’ve been talking about decentralization, de centering yourself and and your organization. Um so yeah, Hannah leave us with some last last, second last minute motivation.

[00:28:31.14] spk_3:
I have the perfect way to close this out and this is what we close our our presentation with was how important the role of a radical imagination is in helping develop movement messaging and helping you create that story that you want to tell and move folks towards action. I think it has taken a paraphrasing Adrian Marie Brown, who um wrote an emergent strategy, how it took somebody else’s imagination for this world that we have right now to come to fruition right for all of these structures and all of everything going on to happen. And we need to use our imagination if we want to create something different. And I think that if nowhere else that really radical imagination that proud, you know, proclamation of a future that we’re going to get to really belongs in movement messaging. Um so it’s more of an abstract ending note, but really important to use your imagination and be sharing, sharing your vision for the future. Unapologetically,

[00:28:51.74] spk_5:
that’s Hannah thomas, senior strategist at Big Duck also was morgan fletcher director of marketing and storytelling. A. G girls for gender equity, Hannah morgan, thank you both very much. Thanks so much.

[00:29:01.66] spk_3:
Thank you. Thanks tony

[00:29:13.64] spk_5:
Glad to have you and thank you for being with tony-martignetti non profit radio coverage of 21. Ntc we’re sponsored by turn to communications turn hyphen two

[00:29:15.01] spk_2:
dot C o.

[00:30:36.54] spk_6:
It’s time for a break. Turn to communications, you remember them, The Chronicle of philanthropy, the new york times, The Wall Street Journal, Usa today stanford Social Innovation review Oh, the Washington Post the Hill Cranes, nonprofit quarterly Forbes Market Watch. That’s where turn to clients have gotten exposure. You want that kind of press turn hyphen two dot c o. Your story is their mission. It’s time for Tony to take to the pleasantries, the podcast pleasantries have to come out. They haven’t been for some time. They’ve been dormant. They’ve been on hiatus for several weeks, but they’re back pleasantries to our podcast audience. U 13,000 plus listeners throughout the world. We’ve got listeners, yeah, we’ve got listeners in Germany um, where else besides north America? Certainly north America, we’ve got Canada and Mexico covered. Uh, so those go without saying not, not that we take the, not that we take the northern and southern neighbor listeners for granted. No, no, no, but they’re, they’re, it’s, it’s just kind of understood, you know, it’s, it’s tony-martignetti non profit radio

[00:30:40.45] spk_2:
You just know that

[00:30:56.64] spk_6:
all the north american countries are going to be represented. It’s, it’s just, it’s subsumed in the name. That’s that’s, that’s what it is. That that that’s what I mean to say. It’s subsumed. So we’ve got North America covered that. Subsumed going

[00:30:56.94] spk_2:
abroad. Oh,

[00:30:58.03] spk_5:
Germany.

[00:30:59.56] spk_2:
Um often checking

[00:32:42.74] spk_6:
in uh, italy France UK, certainly o u k. Those are the ones that come to mind and if you’re out there in other countries beyond those just named, let me know. I’d love to shut you out. Love to the pleasantries. The pleasantries. I’m grateful. I am grateful that you listen two nonprofit radio week after week. I’m glad the show brings you value. I hope it gives you actionable steps or things you can start thinking about to lead to action. That that’s what this is about. Right? So the pleasantries to you, our many, many podcast listeners, I’m grateful. That is Tony’s take two send in blue. It’s an all in one digital marketing platform with tools to build end to end digital campaigns that look professional are affordable and keep you organized. They do digital campaign marketing, that’s what we’re talking about. Most marketing software is designed for big companies and has enterprise level price tags. No, no, not here, sending blue’s price for nonprofits, it’s an easy to use marketing platform. They walk you through the steps of building a campaign. You want to try them out and get a free month, send him blue. Hit the listener landing page at tony dot M A slash send in blue. We’ve got boo koo but loads more time for nonprofit radio Here is a farewell Maria Semple.

[00:32:46.74] spk_5:
It always has been my pleasure to welcome Maria simple to the show. Of course,

[00:32:52.15] spk_2:
month after month, year after

[00:32:53.54] spk_5:
year, many years.

[00:32:55.24] spk_6:
Uh, today it’s

[00:32:58.54] spk_5:
uh bittersweet to welcome Maria sample back to nonprofit

[00:33:04.74] spk_2:
radio for a farewell. You know her, she is the prospect

[00:33:06.98] spk_5:
finder, a trainer and speaker on prospect research.

[00:33:10.36] spk_2:
Her latest book is

[00:33:11.28] spk_5:
magnify your business tips tools and strategies

[00:33:17.84] spk_2:
for growing your business or your non profit she’s are dyin of dirt cheap and free.

[00:33:28.24] spk_5:
She has been for many years, she’s at the prospect finder dot com and at Maria Semple, I always used to

[00:33:29.06] spk_2:
say Maria, it’s a pleasure to welcome you back. It’s a little like I said bittersweet this time though,

[00:33:33.71] spk_5:
hello, hello and well you’re still welcome. You’re still very welcome. It’s just not so much of a pleasure that’s

[00:33:57.34] spk_0:
all. Uh, well thank you for having me back for a little bit of a farewell and you’re right, Tony. It is bitter sweet. Um, you know you and I have been talking in one way or another and having it recorded before the time of internet radio, we were doing some tele recordings, right? We would do recorded calls and that’s right. We had those phone

[00:34:01.68] spk_2:
calls. Tell us we did a few tele calls together about planned giving and prospect research. Yes,

[00:34:07.31] spk_0:
yeah. Yeah. Back back in the day when it was tele classes. Right.

[00:34:11.52] spk_6:
Right.

[00:34:12.44] spk_2:
Yeah.

[00:34:13.29] spk_5:
Yes. And then we

[00:34:14.47] spk_2:
did some, some conferences together.

[00:34:16.88] spk_5:
That’s right.

[00:34:17.70] spk_2:
Prospect

[00:34:29.34] spk_5:
research and planned giving. Um, and then it’s been many years on, on nonprofit radio you, it’s been like eight years or so. You’ve been with the show.

[00:34:30.32] spk_0:
Absolutely prospect

[00:34:31.99] spk_2:
research contributor.

[00:34:33.05] spk_5:
What’s

[00:34:33.91] spk_2:
going on? What’s going on in your professional life?

[00:36:18.53] spk_0:
Well, you know, my business, you know, in the last couple of years has expanded and, and uh, focused a little bit more, you know, like the title of my book Magnify Your Business. It’s really kind of focused a little more on online marketing, strategy, social media, email marketing linkedin and really um you know, expanding to beyond nonprofits as well. So I work with a lot of small businesses and financial advisors. Um and and I’ve been, you know, I pulled back a little bit, I’ve been, you know, having moved to uh beautiful crystal coast of north Carolina. I’ve been working more part time than full time as I was back in New Jersey. Um and I’m doing a ton of volunteering for a number of different organizations and capacities. And one of the most recent projects that I’m really excited about is expanding broadband. And you know, that’s a big topic right now, coincidentally, so last year I was invited to serve on a committee here in carter County to expand broadband opportunity um in underserved and not served at all regions believe it or not, there are pockets down east and so forth. They just don’t have any internet. Um, and so we saw in the last year how important it was to be able to stay connected. Um, and so through the carter at County Economic Development Foundation, um, I’m continue to serve on a committee that’s going to now be implementing some of the deficiencies in areas that were identified in the digital digital inclusion report, um, that that came out. So that’s one of the big projects.

[00:36:40.43] spk_5:
So you’re working more part time and that means you’re not going to be contributing prospect research wisdom as our deutschland of dirt, cheap and free on nonprofit radio So your, your focus is shifted

[00:36:46.61] spk_2:
a little more,

[00:37:02.03] spk_5:
little more business oriented, only part time, a lot of volunteer work, which I love because we only live 12 miles apart about so uh, helping you’re helping my community to, uh, we’re in the same county. Um All right. I

[00:37:02.74] spk_2:
understand that,

[00:37:04.34] spk_5:
so happy to hear it, but I understand

[00:37:07.83] spk_0:
and I’m serving as my H. O. A. Board president. Uh

[00:37:12.82] spk_5:
I hate H. O. S. Oh my God when I moved here uh Homeowners

[00:37:18.39] spk_2:
associations.

[00:37:22.83] spk_5:
Yeah. So your uh your those people who say you can’t you can’t put this color on your door and you can’t hang this on your windows at christmas time. Is that you?

[00:37:30.13] spk_0:
Unfortunately. Unfortunately I I didn’t I unfortunately. Yes, there are there are rules when you live in an H. O. A. Community, so either you live in one or you don’t.

[00:37:43.53] spk_2:
Alright, alright. I don’t mean you’re the president,

[00:37:47.73] spk_5:
you’re going to be the scrooge time, your lights are too bright or whatever. You

[00:37:52.75] spk_0:
know, we don’t get into lighting because it’s all common area lighting. It’s a condo complex. It’s not single family homes.

[00:38:00.42] spk_5:
Right. Right. Well, people can outline their windows with christmas lights or something. We

[00:38:04.94] spk_0:
allow that. That’s fine.

[00:38:06.72] spk_5:
Okay.

[00:38:08.26] spk_0:
We’ll have christmas lights. Oh,

[00:38:10.63] spk_2:
all right. I’m getting a sense of why I know I

[00:38:14.97] spk_0:
paint your door any color you want to paint your door? There’s a specific color. You have to paint your door

[00:38:19.73] spk_6:
specific color for

[00:38:20.89] spk_0:
everybody. All right.

[00:38:22.82] spk_5:
All right, madam, President? Yeah, I’m not uh

[00:38:25.92] spk_2:
personally I’m not too keen on the

[00:38:37.62] spk_5:
U. S. But I I understand you you bought knowing that you were part of an H. O. A. So I guess you might as well be active in it so you can insert some degree of reasonableness. I hope. Yes,

[00:38:41.87] spk_0:
I hope. Well, I’m also the chair of the social committee. So I’m all about the fun.

[00:38:46.82] spk_5:
Okay, well, but if you harass people too badly on their door color, you may not, you may have zero people at your social events. So activity may offset the other. We’ll see. We’ll see how those two things are playing in

[00:39:26.02] spk_0:
the nonprofit space. Also tony You know, I think I’ve mentioned to you before, there’s something called the Crystal Coast nonprofit network that exists. And uh, we’ve, I’ve been facilitating the meetings through zoom um, for the, over the last year. Uh, and so it’s starting in september, we’re going to start meeting again in person. So you should really come out and get to know some of those nonprofits here in carter county. Be fun to have you attend?

[00:39:31.02] spk_2:
I’d love to, I, yeah, you

[00:39:31.44] spk_5:
mentioned that before. I think

[00:39:32.37] spk_2:
I followed up and then

[00:39:34.22] spk_5:
I didn’t, I’m

[00:39:35.61] spk_2:
not sure what happened after

[00:39:57.22] spk_0:
that. Well anyway, september. We’re taking a break, not meeting in uh, july and august, we just met this week not meeting july and august meeting again. September. And uh, so that’s a nice, nice network of non profits and I launched a website for them, created a site and launched it for them so that they had a space online. Um, so yeah, I’ll send you the link.

[00:39:59.17] spk_2:
Okay. Crystal

[00:39:59.81] spk_5:
Coast. Alright. Crystal Coast

[00:40:01.31] spk_2:
nonprofits. All right.

[00:40:02.71] spk_5:
Yeah.

[00:40:03.20] spk_2:
Alright, Maria, Well, you know, I’m grateful for all the hours we spent together over eight

[00:40:09.17] spk_5:
years.

[00:40:15.71] spk_2:
You helping nonprofits understand prospect research, how important it is. It’s, it’s, it’s so much richer than a lot of people realize it goes way beyond google search way way and

[00:40:21.39] spk_5:
people have been following,

[00:40:23.61] spk_2:
you know that? Yeah. So I guess I can just say thank you for everything you contributed for, for

[00:40:28.37] spk_5:
all our listeners

[00:40:29.26] spk_2:
over so many years. Thank you very much. You’re

[00:40:31.49] spk_0:
very welcome and thanks so much for having me. It’s been great, great fun.

[00:40:35.53] spk_5:
It’s always been a pleasure. Today is

[00:40:37.18] spk_2:
a little tough, but

[00:40:42.51] spk_5:
up until today it’s always been a pleasure. Alright, alright. She’s Maria Semple, she’s still the prospect find her, but just part time and more business oriented.

[00:40:48.11] spk_2:
Her sight, the

[00:40:49.60] spk_5:
prospect finder dot com and at Maria

[00:40:53.61] spk_2:
Semple. Thank you Maria and so long,

[00:40:55.51] spk_0:
so long now take care

[00:41:40.31] spk_6:
next week let’s try to get amY sample ward or Gene Takagi back. I’m working on that. If not, they’ll be up soon and next week will be more from 21. Ntc if you missed any part of this week’s show, I beseech you find it at tony-martignetti dot com. We’re sponsored by turn to communications. You remember them? You’ve heard of them a couple times. Pr and content for nonprofits. Your story is their mission turn hyphen two dot c o. And by sending Blue the only, all in one digital marketing platform empowering non profits to grow. tony-dot-M.A.-slash-Pursuant in Blue. Creative Producer is Claire

[00:41:52.71] spk_4:
Meyerhoff shows social media is by Susan Chavez. Mark Silverman is our Web guy and this music is by scott Stein. Thank you for that. Affirmation scotty. You’re with me next week for nonprofit radio big non profit ideas for the other 90

[00:41:58.99] spk_6:
5%

[00:42:05.41] spk_4:
Go out and be great.

Nonprofit Radio for May 10, 2021: Online Meetings For All & Online Accessibility Beyond Meetings

My Guests:

Cindy Leonard & John Kenyon: Online Meetings For All

Cindy Leonard and John Kenyon continue our 21NTC coverage, with strategies and tips to make your virtual meetings accessible and inclusive. They’re with Cindy Leonard Consulting and he’s with John Kenyon Consulting.

 

 

 

 

Martin Cacace: Online Accessibility Beyond Meetings

We identify potential issues, help you prioritize what to fix and pick out the low-hanging fruit. My guest is Martin Cacace at Bound State Software and this is also from 21NTC.

 

 

Listen to the podcast

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

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

Transcript for 537_tony_martignetti_nonprofit_radio_20210510.mp3

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[00:02:05.94] spk_1:
Hello and welcome to tony-martignetti non profit radio Big non profit ideas for the other 95%. I’m your aptly named host of your favorite abdominal podcast. Oh, I’m glad you’re with me, I’d suffer with a vascular necrosis if you killed me with the idea that you missed this week’s show. Online meetings for all. Cindy Leonard and John Kenyon continue our 21 NTC coverage with strategies and tips to make your virtual meetings accessible and inclusive there with Cindy Leonard consulting and he’s with john Kenyon consulting, both happily named and online accessibility. Beyond meetings. We identify potential issues, help you prioritize what to fix and pick out the low hanging fruit. My guest is Martin Kosei at bound state software and this is also from 21 NTCC on tony state too. It’s vacation planning time. We’re sponsored by turn to communications. Pr and content for nonprofits. Your story is their mission turn hyphen two dot c o Here is online meetings for all. Welcome to tony-martignetti non profit radio coverage of 21 ntc, you know what that is. The 2021 nonprofit technology conference conferences virtual this year Were sponsored at 21 NTC by turn to communications turn hyphen two dot C O. My guests now are Cindy Leonard and john Kenyon. Cindy is Ceo at Cindy Leonard consulting and john is principal at john Kenyon consulting. They both have aptly named companies. Welcome Welcome Cindy welcome john

[00:02:09.64] spk_2:
thank you. Thanks Tony, it’s great to be here. Thanks for having us.

[00:02:54.34] spk_1:
Pleasure to have each of you. Your session is intentional. Facilitation choices, creating online meetings for all to enjoy. I put the emphasis on all, but I think we’ll, we’ll explore, explore why we want to do that. So Uh, Cindy, let’s start with you. What, what obviously is very timely but, and, and online meetings we expect to continue right. I mean these are not going to die once the once 90 of the folks or you’ve either been vaccinated or had the coronavirus or whatever. Online meetings are not going away. What just generally, what could we be doing better? It seems like it seems like a lot of mediocrity.

[00:04:01.54] spk_2:
A lot of mediocrity. That’s an interesting. That’s an interesting way to put it. Yeah. So the part of this session, the idea was that, you know, now that everybody has been doing zoom and online meetings for about a year now, you know, we’ve all gotten used to the technological parts. Um, we felt like it was time to do a session that goes beyond that somebody at the Ntc, I forget the breakout session. Um, but they said that technology is a mirror. So when you hold it up to your nonprofit, it reveals all the broken processes and broken tools. And I thought that was very apt. And when you think about that regarding online meetings, you know, everything in terms of inequity, inaccessibility, um, lack of diversity, power dynamics tend to be magnified, you know, where those things existed in person meetings. The technology adds an extra layer of complication. That makes things more inaccessible, more inequitable unless you do specific things to counteract that. And so that’s what this session was largely about.

[00:04:12.74] spk_1:
John you want to add to the Cindy’s introduction at all?

[00:04:39.44] spk_3:
Sure. That like Cindy said, you know, we really tried to share what our vision is for inclusive meetings. And so that means that all folks can contribute equally if they desire and that it’s okay not to using things like you would in person like a talking piece to go around and make sure everyone is able to engage meaningfully and to share. And that it’s okay if if they don’t want to. But digitally we just list people’s name in the chat and have everyone go through so we make sure we don’t miss anyone.

[00:05:00.24] spk_1:
Mm Okay. Okay. Uh so how can we be more intentional as we’re setting up a meeting? Is that a is that is that a place to start? Can we like sort of maybe take this chronologically through uh through a meeting? The pre meeting? The during the meeting and then the post meeting? Is that by doing it justice, if we do it that way?

[00:05:38.94] spk_2:
Yeah, we actually um we split we split our section up into three main sections. One was about inclusion and Power Dynamics. Another section was accessibility techniques, how to before during and after with those and experiential and reflective techniques. So we actually demonstrated a variety of interactive activities that could be used to engage your as a facilitator to engage the audience. So those were the three main sections.

[00:05:45.34] spk_1:
Okay. Is it okay if we uh well I don’t, I don’t want to mess up your

[00:05:50.34] spk_2:
no, you’re fine,

[00:05:52.27] spk_1:
john can we do it? Is that

[00:06:06.04] spk_2:
okay? I think so, yeah, john and Griffin, Griffin Castillo, um who’s not with us today? Uh Griffin and john were covering the power dynamics portion of this. So I think starting there is probably a good idea to john.

[00:06:10.74] spk_3:
Sure. So yeah, tony if it’s okay, I’m going to talk about some aspects of inclusion and then I’ll start to do that. I’ll talk about before during and after a meeting.

[00:06:18.64] spk_1:
Okay, Thank you. Great.

[00:06:20.29] spk_0:
All right.

[00:07:00.64] spk_3:
So some of the aspects of inclusion that we want to make sure people are aware of are the some of the advantages that we bring to our meetings online from having the latest technology to having older technology or only phones and even recognizing folks have no internet access in some areas. Understanding there’s advantages when it comes to digital literacy with computers or software, even having a dedicated space to participate. Our co presenter, Griffin Castillo, is the racial equity ambassador for the Oakland School system and so many students are sharing space with other family members. Understanding some people can respond quickly versus those who are reflective thinkers. So providing different modes for people to share as well as the very common advantages of having expertise, seniority or rank or relational privilege. So you want to be aware of those aspects and then there are specific things you can do before, during and after your meetings to make sure that you’re creating an inclusive and accessible meeting.

[00:08:26.04] spk_1:
Okay. Okay. Well, I mean I gotta, I gotta start with the obvious. You know, I’m asking neophyte questions. You, you all spend, I’ve spent years thinking about these things and I’m coming at it quite a bit newer, uh, for folks who don’t have the technology that’s needed. How do we include them in a meeting that we’re planning online? That has to be online by because of the pandemic, by the way. If you hear any background noise, I’m having some renovations done. So maybe you’re banging. Yeah, there’s a little hammering, buying little drilling going on. So, uh, that’s, that’s, that’s your lackluster host with talk about a non private. I mean, I guess, uh, they’re much, there are much worse environments to have to be a party to a meeting in, but I’m in a lesser one than I than I would like. But that’s what, that that’s what that is, listeners. You’re, you’re hearing my stairs being renovated. Okay. So what about folks who don’t have any, they don’t even access, They don’t have digital access. How do we accommodate them? How have we accommodated them and how can we going forward in online meetings?

[00:09:10.84] spk_3:
Sure. So two of the ways we talked about were make sure that you’re providing offline readable versions of any documents or presentations for those who can’t see them live or can’t see them online but may be able to download them as well as documenting your notes and providing recordings, either video or audio to allow folks to review materials, digest them at their own pace. And that also supports accessibility, which are some of the pieces that Cindy talked about. Okay.

[00:09:21.84] spk_1:
It still seems like, I don’t know. It still seems insurmountable though if you’re, if you’re giving them a recording, but I mean if they don’t have internet access, how can you give them the recording?

[00:09:44.34] spk_3:
Sure. So the example I use, I often work with native american people and for example sometimes they need to drive a half hour in order to get a signal on their phone. Or they could go to a library on the reservation or wherever they are. So it is possible for them to get access. It just may not be live and it just may not be high speed. So as long as you’re providing those materials and there is a way for them to get them and put them on their devices or print them out if needed. That helps.

[00:10:16.44] spk_1:
So as you’re planning meetings you need to be aware that there may be folks that are going to raise their hand and say I can’t attend the zoom meeting at one o’clock tomorrow. You know, I don’t have that kind of access or I don’t have the, you mentioned even the privacy, uh, maybe they have online access, but they don’t have a private space to to listen and, and yeah, to listen and participate.

[00:11:20.14] spk_3:
Sure. Yeah. So I’ll talk about some of the things um, that that I covered and then I’m going to pass it to Cindy because she’s got some great ideas and when it comes to accessibility for people of all abilities. So one of the things tony that like you said before the meeting, it’s really important to discuss the issues that I mentioned about, you know, advantages and and our vision um with those with privilege to get by in so that they understand we want to allow all voices to be heard and that we think about ways to include everyone when we’re planning for meetings, Um that we, you know, make sure that that is part of our planning. That we ask attendees about accommodation needs up front during registration and that we have a plan to accommodate people with different abilities so that you know, we already know somebody who can do american sign language interpretation. We already know someone who can live caption. Uh, the presentation that we’re giving. Um, and I know for example, other pieces that that Cindy helped us worked on was if you have somebody who is sight impaired or blind, um reading the description of any visuals that you have. And Cindy was also great because she added something called all text that I’ll let her talk about two images. Cindy talk about that for us.

[00:11:47.04] spk_1:
Let them uh, we’re talking about inclusion. Accessibility. Cindy, Cindy is them Cindy. Thank you. I just you know, it’s all done in politely but you know, we got to be respectful. Right? It’s

[00:11:56.73] spk_2:
all right. Yeah. Absolutely. And I don’t walk if somebody says she her I don’t I don’t freak out. Okay. I do identify this non binary.

[00:12:05.14] spk_1:
Do the better you do the best we can. All right.

[00:12:07.24] spk_2:
Yeah. So yeah. One of the

[00:12:09.54] spk_1:
we’ll never make that mistake again. I assure you that.

[00:14:21.74] spk_2:
Okay. Um So yeah, so um one of the things that we did uh did we did do as an accessibility technique during the meeting and we probably should be doing this for radio interviews as well. One would think whenever we did our introductions uh for example, I said I’m Cindy Leonard from local velocity learned consulting. And I am a white white person with long straight brown hair and green glasses and today I have on a plaid sweater and I’m sitting with a yellow blank yellow wall background behind me and the idea of describing yourself um for people who aren’t either are excited or how vision impairment, but there’s also people that, you know, if you’ve ever tried to connect to a zoom meeting on your phone, the video isn’t always great or maybe you’re not in a place where you can watch the video, but you’re listening to it. Maybe you’re commuting or in your car. Um, so having that visual described is really important, not just for people with vision impairments, but for everyone, you know, and I talked a little bit during my piece about universal design, you know, and so one of the great examples of universal design design that is good for everyone helps people with disabilities. That is also good for morgan. What more of an audience is the concept of curb cuts Now, this is a low tech example, but the curb cut that, that little cut out at the corner of a sidewalk, you know, it’s, it’s great for people with using a wheelchair. It’s great for people using on a cane, you know, walking that have blindness. But insults are great for women and strong women with babies in strollers. It’s great for delivery persons. It’s great for older people who tend to trip on, you know, as we age, we tend to trip more. Um, so the idea is to make your power point and your meeting and your handouts more accessible and it helps everyone, not just people with disabilities.

[00:14:38.64] spk_1:
I’ve had guests from previous ntc’s make that point often. Uh Usually I think in the, in the context of a web, web, web design, uh it benefits benefits everyone. It reduces, you know, if if you’re using the right contrast levels, it reduces eyestrain for for everybody uh etcetera

[00:16:22.34] spk_2:
etcetera. Alright. Yeah, it really does overlap. I’ve been one of my, one of my consulting practice pieces is web website development, which I’ve been doing for about 20 years and there is a lot of overlap. A lot of the things that I’m saying about your power point back also applies to your website. So for example, the alternative text alternative text is what is red in lieu of the file name of a photo. So if I’m, let’s say I am a person who is blind and I’m using a screen reader software that is reading the web page to me or reading the power point debt to me when it gets to the images. If it doesn’t have alternative text which is descriptive text that you deliberately added to the image, it will read the file name of the image that’s been inserted or that’s uploaded. And that means, you know, it’ll read like, like image, it will say like I M G 678 jpeg. And that means nothing to anyone. So the idea is to describe the images in the alternative tax, so that, you know, whenever whenever I’m trying to figure out how to do that, when I’m either doing a website or a power point is I like to pretend that I’m sitting here in my office with somebody who has vision impairment and that I’m trying to, you know, like, here’s a picture, I’m trying to explain to them what is on the picture. So it’s helpful to me to imagine a person beside me that I’m trying to describe something to.

[00:16:47.54] spk_1:
Mhm john how about um if we transition um we’re a little bit all all encompassing, but uh that’s okay, that’s fine. As long as folks get the information, it doesn’t really matter what, what format it comes in or what, what, what theme we use. But like is there anything you can say specific to during, during a meeting that we haven’t talked about yet?

[00:16:50.64] spk_2:
The, the,

[00:16:52.14] spk_1:
that we need to

[00:18:14.44] spk_3:
Sure. So some of the things that we did in our session and that I try to do consistently is when I introduce myself as you mentioned earlier, using uh sharing that. I’m john Kenyon and my pronouns are he and him just as Cindy’s pronouns, are they in them and I’m not enforcing that or asking everyone to, to say that, but it just helps people with different gender identities feel included. Something else I do is when I introduced myself, I say that I’m coming to you from the occupied lands of the native coast, miwok people and that I send my respects to them and their leaders past, present and emerging again to just recognize that the land on which I am currently living was not originally my land and again helps people who are native people feel included. And that’s a practice I actually learned from my Australian colleagues because they are trying to be respectful of the Aborigines, the native Australian people. I’d also say that what we try to do is have real clear guidelines for participants. Something excellent that one of our session participants shared was doing, including things such as suspending judgment, suspending guilt, suspending assumptions and embracing awareness toward understanding, embracing leaning into discomfort. If you don’t feel comfortable with the topic or sharing, being able to lean into that,

[00:18:27.14] spk_1:
lean into meaning, express it,

[00:18:29.29] spk_3:
that’s right. Being in

[00:18:31.08] spk_1:
a forum where you can you can say something

[00:18:45.24] spk_3:
right and being able to say so, you know, tony you’re you’re our boss and you’re handling this meeting and you’re not letting any of, you know, the emerging leaders of the younger folks speak and you know, finding respectful and positive ways to bring that out. So for example, just to name that, to say, you’re not letting other folks speak, why is that? I’m not judging you, I’m not shaking my finger at you, but that we’re naming it,

[00:19:02.74] spk_1:
bring out the power dynamics

[00:19:23.54] spk_2:
and some accessibility related things that we do during a meeting are they’re actually pretty intuitive once, once you hear them, but if you don’t deliberately think about them, you know that you can miss things. But for example, use plain language, you know, every industry has a lot of jargon and you cannot guarantee everybody knows the jargon.

[00:19:25.89] spk_1:
non profit radio we have drug in jail

[00:19:28.50] spk_2:
in jail. I like it. I’m not hesitant to put people in like a

[00:19:32.48] spk_1:
transgress

[00:19:33.59] spk_2:
acronyms are another big thing in our second, everybody loves their, you know, so don’t say in 10 say the nonprofit technology network first, you know, okay, well,

[00:20:27.14] spk_1:
and then they don’t want to be the nonprofit technology network anymore. They’re like, I was thinking maybe he said that, but I’ve been admonished by the CEO maybe I said and 10 earlier, but example award that the N 10 Ceo is is a regular contributor, a technology contributor to my show, she’s admonished me to stop saying non profit Technology Network. So it comes from that comes to the top, but absolutely acronyms, you know, fundraising is full of them. I do plan giving and there’s all kinds of acronyms around trusts and just the, the, the assumption that everybody knows what you’re talking about. I mean I I shoot my hand up and say, what is that? You know, I’m right, right self, I’ve been doing it all my life, so it’s, you know, Uh, so I don’t mind people, but if one person doesn’t understand it’s probably 50 or don’t.

[00:21:11.84] spk_2:
Exactly. Another another point, another point is to give sufficient time a little more than you think you need to for people getting into breakout rooms on on the online software, forgetting to any third party exercises, responding in the chat box, any interactive activities. Not everybody is a fast clicker. You know, like I’m a power user. I guess you could say I’m on a laptop or a computer, so I’m really fast on the clicking, but not everybody is like that. People need time. Some people need more time to find what they’re supposed to be doing or where they’re supposed to be calling. So you want to be careful about that as well? Yeah.

[00:21:30.24] spk_1:
All right. Mm. Um, how about after after the meeting follow up, john you had mentioned. Uh, I think it was you john readable documents. Uh, what else, what else should we be doing and follow up to be sensitive to

[00:21:52.34] spk_3:
Sure. So just to reiterate, like I said, making sure that you have all your documents and notes and things like that that you can share with people so they can download them and read them off line or print them out. Something else that was suggested in our session. And that we try to do is post meeting surveys and ask, how did we do with inclusion? How did we do with accessibility if you’re an emerging leader? Did you feel centered? Did you feel excluded or included? Did we give everyone time and space to participate whether they’re able to share immediately or There are more reflective thinkers, like many of us are

[00:22:10.84] spk_1:
Cindy, anything you want to add there?

[00:22:13.57] spk_2:
No, not at all. But that’s great, john that was a great summary. I would like to send a shout out to our, we mentioned Griffin Castillo, one of our co

[00:22:22.66] spk_1:
presenter. I was gonna, I was gonna put a moratorium on mentioning him because he didn’t join us for the interview here.

[00:22:58.84] spk_2:
No. And now so are other co presenter his name, I don’t think we’ve mentioned yet is Jean Allen and Jeanne Allen is she’s, she’s a dual role. She’s with a nonprofit, she’s on the board of a nonprofit in north Carolina with his name, which name of which I cannot remember. Um but she’s also uh independent nonprofit consultant herself. She’s been at it for many years. Very smart lady. She ran she talked about all of the interactive how exercises how to include more engagement and your breakout session to make it more interesting or in your in your online meeting.

[00:23:12.64] spk_1:
Is there anything from that that you can you can share as well as you would have. But I mean for engagement possibilities in online Yeah, what can you reveal?

[00:23:53.04] spk_2:
Yeah, it was something as simple to an exercise. She called the chatter fall exercise chatter fall like a waterfall. Um And we put a put a question on the screen that says an idea emerging for me is why. And she had them all not hit send but deployed at their answers with the reflections in the comments box of chat box. And then she had them all had sent at the same time and it was just this beautiful cascade of all kinds of thoughts and comments all coming out at once. And there was a lot of, there were a lot of unifying ideas and themes emerged from that. And then she also showed us a tour

[00:23:59.21] spk_1:
which, hold on, tell me again, what was the lead into that? What was the statement that folks were supposed to fill in the blank? What we asked

[00:24:13.34] spk_2:
them to tell us an idea emerging for me, meaning emerging from the sessions of our is. And then they were supposed to finish

[00:24:18.85] spk_1:
Thank you.

[00:24:56.44] spk_2:
Yeah, it could be any question. Of course. Of course, Yeah. Um and Jeanne also did a live example of a google jamma board. So jam, like, like let’s Jam, you know? Um and it’s a really, it’s almost like an inner john you can help me with the description on this. It’s almost like a, like an interactive, multi user whiteboard. It reminds me of a smart board, did you have in a classroom or a meeting room? Except that everybody accesses it at the same time. And you could add post it notes and and print on it and scribble on it. It’s really eat right. The double suite.

[00:25:15.84] spk_3:
That’s that’s right. Yeah. It’s almost as if, as we often do an offline meetings, you have a wall where people are putting up post its and people can put up post its and write anything they want on them. We were able even showed folks how we were able to upload images and pictures. So it’s, as Cindy said, this nice interactive place where people can share, you could even do something like here’s a question. Do you agree or not? And put your posted five is totally agree. One is, I don’t agree at all. So you get a spectrum of answers and see where people lie on the answer to the question. It’s not just thumbs up or thumbs down.

[00:25:42.14] spk_1:
This is called a google jam board jam board. And how does it relate to using zoom for meetings? Is it a is it like a screen share? Someone shares their screen and they show their jam board and then everybody, everybody can participate how zoom

[00:26:01.74] spk_2:
meeting you give them a link and you send them off to the tool, they stay in zoom, they stay in the room so they keep zoom active, but you’re sending them to their browser and it opens in a browser tab.

[00:26:16.84] spk_1:
Okay. So everybody’s doing it independently along alongside zoom. Okay. All right. We have just a couple minutes left. Anything that we haven’t talked about that either of you want to bring up in a closing a couple minutes.

[00:26:28.64] spk_3:
Uh huh. Sure. So I think for my closing, I would just share a participant quote from our session which which really resonated with me and they said, even if I’m a participant rather than a leader of a group, I can still practice and demonstrate accessible and inclusive practices by describing visuals, Making sure I engage people in the chat, sharing my pronouns, making sure I provide room for everyone to share,

[00:26:49.34] spk_1:
john why don’t you describe your background? Let’s try to put this into practice and I’ll do it in my clothes, Go ahead or describe yourself on your background.

[00:27:15.94] spk_3:
Great. So I’m john I’m a white male, I’ve got gray hair and a little bit of a beard. I’m sitting in a room that has white walls. I’ve got a kind of a delft blue curtain behind me and some flowers, the flowers are called veronica. Um and so yeah, that’s and I’m wearing a dark blue shirt.

[00:27:44.44] spk_1:
I’m Tony, I have a red t shirt on my hair is mostly white, a little smattering of dark remaining. But, but it’s, it’s stunning and dashing nonetheless, even though it’s 90% white uh, you know, you’re supposed to not supposed to editorialize right, supposed to keep it factual. I have stunning, stunning, boring background of my hp printer and uh pretty much white walls behind uh in a red t shirt and I wear glasses. I wear glasses.

[00:27:48.84] spk_2:
Thanks. That was excellent. Uh huh.

[00:27:52.54] spk_1:
Yeah, they are Cindy Leonard. Ceo, Cindy Leonard consulting and john Kenyon principal john Kenyon consulting thanks to each of you for sharing. Thank you. Cindy. Thank you john,

[00:28:03.84] spk_2:
thank you for having us. Real

[00:28:05.84] spk_3:
pleasure. Thank you.

[00:31:44.24] spk_1:
Thank you for being with tony-martignetti non profit radio coverage of 21 ntc 2021 nonprofit technology conference where we are sponsored by turn to communications turn hyphen two dot c o. It’s time for a break. Turn to communications. Let’s talk a little bit more detail about them. The ambitious biden agenda released a couple of weeks ago. Is there anything in there that impacts your work touches on what you do at all? Anything you’d like to be heard on may be quoted on be a trusted source about you can improve your chances of getting an op ed published or being a source or getting quoted working with turn to because they have the relationships to make these things happen for you so so much better than you or someone in your office cold calling a journalist or blogger whoever it is that you’re trying to reach that doesn’t know you, you want somebody who’s got the relationships you want to turn to because your story is their mission turn hyphen two dot c o. It’s time for Tony’s take two. It’s time to plan your summer time off. Yes, I uh It’s finger wagging time. No camera here. But you got to take care of yourself folks. Please. You need to take care of yourself this summer. What a what a 18 months it’s been. Maybe last summer was a blur. Certainly you couldn’t go anywhere. And I hope you didn’t because it wasn’t safe. It’s changed. You know that master of the obvious. So plan your summer. Get it. Let’s get the plans going. Get the reservations made, book the week book the two weeks. You’ve got to block it and then preserve it, preserve it for yourself. Honor it. It can’t be interrupted. You got to set boundaries set that time for yourself and make boundaries around it. Honor that time. No, I’m sorry you can’t get together then. No, I won’t be able to do that meeting. No, now now that that weekend is not good. Now that week isn’t good either. You gotta make time for yourself and preserve it. Please yourself. Your family. If you have a family, get that time away this summer, you need it, you deserve it. You want to take care of others. Whether it’s on the professional side, those folks you take care of or it’s on the family side, you want to take care of your family. You’ve got to take care of yourself, please this summer, especially of all of all summers since last summer was such a bad bust. Set the time aside. Honor it. No encroachments, do it for yourself, do it for those who you take care of. That is Tony’s take two. We have boo koo but loads more time for nonprofit radio here is online accessibility beyond meetings. Welcome to Tony-Martignetti non profit radio coverage of 21 NTC the 2021 nonprofit technology conference. We’re sponsored at 21 NTC by turn to communications turn hyphen two dot C o. With me now is martin caucus a president of bound state Software martin. Welcome to nonprofit radio’s coverage of 21 ntc.

[00:31:53.94] spk_0:
Hi Tony, thanks for having me

[00:32:05.44] spk_1:
a pleasure, absolute pleasure. Your session was 10 common accessibility issues and how to fix them. I would like to start at the basic ground level. Let’s just define what accessibility is before we identify the issues.

[00:33:21.64] spk_0:
Yeah. So I think you can define accessibility as making well in this case like your websites, uh, making it accessible to everyone and what that means is that there’s four different levels. So whether they’re perceivable, which means that people can like actually see what’s going on operable, which means I can actually not like use your website without um special requirements. So if you for example a mouse or something like that, they might not be able to use that um understandable. So that means that they want to be able to you want to be able to make sure that people when they go to your website or accessing some content that they can understand what’s going on. It’s not confusing and robust. It means that it’s just a future proof and it can be used across various types of like uh technology. So like web browsers or um screen readers and stuff like that. So it kind of encompasses all that is making it is making your website be accessible to to everyone apart from if they have um impairments or anything like that, disabilities.

[00:33:37.24] spk_1:
We know what the penetration rate is among nonprofit websites. If we use that definition of accessibility. Um sorry,

[00:33:37.91] spk_0:
can you say that again?

[00:33:38.78] spk_1:
Do we know what the penetration rate is? How common are accessible websites in nonprofits using your definition?

[00:34:20.64] spk_0:
Uh, to be, I don’t have a specific number per se, but from just from my research and from browsing different types of websites. non profit websites. It’s not it’s not too common, like it’s something that I think it’s becoming more uh top of mine, but like I see it in proposals or RFP s and stuff like that more and more and more and more often, especially if the organization has like some government funding and the requirements come from that, but it’s not something that’s um commonly found. So

[00:34:32.64] spk_1:
there’s a lot of room for improvement. Yeah, I think so. Okay. Okay. Um can you help us spot potential problems on our own website? Yeah. Good. Sure.

[00:35:04.24] spk_0:
Um Yeah so that’s kind of what uh my talk with and at the conference and I just wanted to give people some some tools and like some understanding of what’s going on their website. So they can they could take them take them home and start working on it and see you know, how can we make our web sites more accessible? It might not be like fully accessible in terms of the various levels but at least getting started. So at the most basic level. So somebody has used enough system technology. Can you can use your website that goes a long way. So. Yeah,

[00:35:14.44] spk_1:
well we’re not gonna be able to do everything overnight. It’s not gonna be like flipping a switch but no we can approach this incrementally and make it more make our site more accessible.

[00:36:00.13] spk_0:
Yeah, exactly. I think that’s the right approach. So I think, to begin with, I wanted to like differentiate between a couple of different issues. So like sometimes these issues are caused by their technical issues, so it might be caused by the templates or in quotation marks, the code. Um, so you might need a developer, uh, to, to help you with it. And other ones are more like low hanging fruit. I think it’s just like things that are related to content. So a lot of the nonprofits use like content management systems to up their websites to create blogs and content. So some of this stuff can be like fixed through just having an understanding of, okay, what are the guidelines that should follow, um, to create more accessible content?

[00:36:15.33] spk_1:
Okay, yeah, So let’s let’s let’s focus on the low hanging fruit, the stuff we can do on our own because our listeners are small and midsize shops. So, you know, they may very well not have an internal developer and hiring an external developer maybe outside their means. So let’s start the stuff we can we can do on our own. Yeah, let’s do that thing. Yeah.

[00:37:06.53] spk_0:
So the first one is it’s pretty basic, but it’s um, it’s page title. So page titles are very important for for orientation. It’s the first thing, like for example, screen reader reads when you’re like when you line on a new page, it’s a good way to differentiate and move between pages and move between pages. So, um, you want to make sure that page titles are unique and they provide um enough information to know what that page is about. Um, another tip that you want to be looking for is that you want to make sure that the most unique and most relevant information comes first. So rather than putting like your organization name first, you want to put it at the end and make sure like whatever the pages about it comes up at the beginning. And this is also some of these practices are also like best practices for the web, but also for like a Ceo and things like that.

[00:37:18.53] spk_1:
Can you explain why does the organization name go at the bottom? Why is that lower?

[00:37:31.73] spk_0:
Because you want to make sure that whatever is the most important part, the most relevant to that page Comes 1st and then your organization comes

[00:37:34.17] spk_1:
after they already know they’re on your organization site. So

[00:37:53.03] spk_0:
yeah. So perhaps if you’re on the home page, you wouldn’t follow that. Like maybe like depends how your SEO strategy is. But if you’re on the about page or or blog article, you want to make sure that the title is at the beginning of the title of the blog or the title of your about page, because that’s kind of what that person is looking for, otherwise it can it can be distracting. Okay,

[00:37:58.53] spk_1:
okay. What else? What

[00:39:35.12] spk_0:
another thing is just headings like this is again pretty basic things, but you want to make sure that when you’re correct, craft and content. Um and a lot of the usability guidelines go hand in hand with like uh just sorry, the accessibility guidelines go hand in hand with usability. Um So when you’re making like, let’s say creating content for the web, you want to make sure that it’s split up and you’re using headings appropriately, so the continent’s more digestible, so it’s easier to understand, but it um and then also if you’re using these headings, you want to make sure that they follow a hierarchy. So typically pages will start with heading one, which is the largest heading. That will be the page title. And as you work down the page, you want to make sure that that hierarchy is maintained. So then that would follow by an H two tag, which again, if you’re using a content management system, you would be able to just select the H two tag is similar to like award uh like a more document and things like that. Um And then a little bit more technical is you want to make sure that when you when you’re selecting these headings that they actually look like headings and on the code side, you want to make sure that there for like their semantically um tagged as heading. So what that means is like in the actual page code is there’s like a little tag, this is H one H two H three, so it needs to be created that way because they’re used as anchors for again, for screen, right? Just to to be able to understand what’s going on. Some people that sounds like they’re sections,

[00:39:39.62] spk_1:
that sounds like it’s just a matter of highlighting the code. Sorry, highlighting the text and tagging it as H one H two H three. Yeah,

[00:39:53.72] spk_0:
exactly. And there’s little tools that you could use, like you don’t have to know how to look at the code. Like there’s plenty of um

[00:39:55.62] spk_1:
yeah, we’re trying to result there’s we’re trying to avoid the code for for right now. Yeah, you can do at our desk if we’re not a developer.

[00:40:02.85] spk_0:
Yeah, you could do this like um as long as you, if you’re using WordPress, you can just select the right appropriate tag and if the theme or or the template you’re using is properly done, then you shouldn’t have any issue.

[00:40:16.41] spk_1:
Okay. Okay. Other low hanging fruit, I’m sure you’ve got a bunch of this bunch of these. Yeah.

[00:41:24.11] spk_0:
Yeah. So another one is uh your link, text a lot of the times, like people will put in something like for more information about my organization click here now um you you want to make sure that you’re when you’re creating links that people understand, like where they’re going, like where that link is taking them and so you want to be able to when you’re creating these links, you want to create, create context rich links. Um And the reason for that is because some some assistive technologies that allowed them to view all the links in one page, just so you land on a page, see all the lengths and they’re listed in order. So say that you have a lot of click here’s like they don’t really make sense out of context, so it doesn’t really help them, it’s confusing. So rather than doing something like that, you want to make sure that the the lengths make sense out of context. So you want to say, learn more about my organization, that’s the entire link. So when somebody is scanning through all the links, it makes sense to them.

[00:41:25.41] spk_1:
All right. So it’s a matter of which words are linked. Yeah,

[00:41:29.37] spk_0:
exactly. And

[00:41:30.00] spk_1:
linking the word here here here.

[00:41:42.41] spk_0:
Exactly, Yeah. And and the same thing goes with buttons, for example, you don’t want to have like buttons that are just generic like submit. You want to make sure that they’re descriptive. So, again, this goes hand in hand with usability. So you want to make sure that the button says for example if it’s a newsletter, subscribe to newsletter so they know what the action they’re taking.

[00:41:58.21] spk_1:
I see. All right. That that explains something that I’ve wondered about why some people have or some I see mostly in journalism too. And now I’m thinking about it you know like five or six words will be highlighted as the link. One of them.

[00:42:27.20] spk_0:
Yeah. And it’s also it’s also but yeah. Okay. And it’s also better for S. C. 02 because you’re that’s kind of uh in essence like google crawls your site through a boat. So and it’s very similar to a screen reader. Read it. So they would they look at the links and it’s like okay, this link is this. Um And then you would you answer that phrase and then that’s how it starts to understand what’s going on on your website and where web pages to navigate to. Yeah.

[00:42:38.70] spk_1:
Rich links. All right. Give us more. Yeah. Yeah.

[00:43:09.30] spk_0:
Yeah. Another one is um text alternatives. I’m sure everyone well not everyone, but this is more familiar. Like all text is the text alternative description of an image. So of course, if you’re if you can’t see and using a screen reader, you can’t see what the image is about. Uh So you can you can provide a description for the image um about what that image is about or the or why that that image is there. So what’s the function? Um If it’s just like a decorative image, you don’t you don’t need to put anything, but if it serves a purpose, it’s important to have that their

[00:43:18.98] spk_1:
description.

[00:43:26.30] spk_0:
So typically when your uploaded a new image on your content management system, you have the option that they will be like a little descriptor field even say I’ll text and then you can just put it in there.

[00:43:33.60] spk_1:
All text. Yeah.

[00:43:55.50] spk_0:
Yeah. It’s it’s it’s very common. It’s just a lot of times you’re like uploading a lot of images and going through like doing a million things. So it’s one of the things that’s easy to miss and it can be hard to also to think about what uh huh what, what to put in there. So I think, yeah,

[00:43:57.40] spk_1:
I guess otherwise the person, the screen reader is just going to see like a file name.

[00:44:02.49] spk_0:
Yeah, exactly.

[00:44:03.68] spk_1:
Yeah. Image seven dot jpeg. Which is Yeah.

[00:44:32.29] spk_0:
Yeah. Or maybe a default value that the program are put in there. Might say default. Yeah. It’s not great. Yeah. And then in the same and lines with the, with the links that we talked about before, a lot of times you use images as links. So you want to make sure that in the all text, your including the destination, if you’re using an image for a link, making sure, okay, where is this link taking me? It’s it’s kind of tied into what we talked about before,

[00:44:40.09] spk_1:
yep. Okay. But the content, content and links. Okay. Others uh yeah.

[00:45:26.89] spk_0:
uh number five would be multimedia like so a podcast for example, um Not available like two people with with hard of hearing or death, um, visuals and videos are not able to people who are blind. So you want to, you want to provide a way to to help these people. Um not only that, it’s just people without, with without disabilities were out, I don’t know, taking the train or something, you want to watch a video, but you don’t want the sound to be on having captions. Um it’s very useful. Um, if you’re learning a new language, like I learn english like having captions, it’s very useful to understand what’s going on. So there’s many uses of why multimedia should have um, should provide an alternative to to consume that. So like a transcript

[00:45:31.14] spk_1:
transcripts, podcasts,

[00:46:42.88] spk_0:
Yeah, a transcript for podcast, for audio and visual content maybe captions. I mean they can be quite elaborate elaborate to to create, but uh, it’s it’s one of the requirements for or guidelines for accessibility. Um, I think these next two are the ones that I talked about before, but um, and they kind of go hand in hand. One is simple content. Like a lot of what I see a lot is just like people just dumping information and information on their websites. And I think it’s important, especially with, for people with cognitive disabilities are really anyone if you’re landing on a page and it’s just like blocks attacks that you have to scan through and trying to understand what’s going on. Like it’s not very usable and again it’s not accessible. So you want to make sure when you’re creating content, you really think about what message you’re trying to convey and you you formatted in a way that’s simple and use a simple language. So Try to aim for an 8th grade level and there’s some tools there that kind of help you with that and help you edit your content so it’s more digestible.

[00:46:46.16] spk_1:
Okay. 8th grade, I’m wondering if I’ve even heard lower than that. Like sixth grade? I’m not sure.

[00:46:59.68] spk_0:
Yeah, I’m not sure. I think I think there is I use a tool called Hemingway editor and I think that one even goes down even further. But yeah, I think if you get to eighth grade and it gives you a check mark.

[00:47:04.17] spk_1:
Okay. Okay Hemingway is that a free resource that listeners can use?

[00:47:08.29] spk_0:
Yeah, yeah, yeah. You just go I think it’s just if you google Hemingway editor, it’s just like a free tool you can use online.

[00:47:18.78] spk_1:
Okay. That’s cool. Thank you. I like I like resources. All right. And you said something related to that?

[00:49:58.87] spk_0:
Yeah, So the same same thing. It’s uh your your layout. We talked about the heading simple content. All go hand in hand layout in terms of like how you’re structuring your page, you want to make sure it’s just simple, straightforward. Um I’m not going to go into more than this because it goes into more like design and things that you really can, you can really change without the help of maybe a designer or developer. So I won’t touch them more on that. But the next one I will touch on is contrast ratio and this is another one that’s quite popular when you think of accessibility, like okay, like it needs to be like the contrast needs to be enough so people can can read what’s the tax? Um Right, so one of the things you want to use is there’s plenty of tools out there if you if you just google contrast checker. Um I think one I have here in front of the web, I am dot org and it’s contrast checker. That’s I think the one I use most of the time. Um you just put in two colours and there’s just like it spits out to two different results, whether it passes or not. Um So that that’s pretty straightforward. It falls within like the template sort of but uh now more and more like with the CMS, you can you can change anything right? Like you can change the colour depending on the flexibility of the template. Um, A big one is images, so like a lot of nonprofits like to use images, um because obviously it’s an easier way to like resonate with your audience. Like you can, you get a better feel of what what they’re about. But the problem is that they like, it’s common to overlay text over there and now you’re giving your staff the ability to upload new images and then change the text. Um and then that becomes really tricky if, if it’s not a nice theme or if the image is not great. Um Now you’re having contrast issues. So like, for example, having like simple overlays, it’s like making sure your image is dark enough, so there’s some contrast um goes a long way, There’s other tips for in terms of design that you can do to overcome that but um like putting like a little background on on the actual text so it stands out more. Um But yeah, I think it’s one of the tips, let’s just be careful and the images you’re picking, making sure there’s enough contrast or and if it’s not adding some sort, if you if you have the skills just adding a bit of like a darker um rectangle overtop, like through whatever image processing software that you use

[00:50:31.26] spk_1:
and you can check this with which the well by the way, I want to just make sure everybody knows CMS is your content management system, just in case everybody questioning that, I’m not gonna put martin in jargon jail because I think CMS is pretty, pretty widely known, but if you get if you get to giardini martin then my jargon jail. Yeah. Okay. Sounds good. But I’m not putting you in there for CMS. I think that’s pretty, it is widely known but just just in case there’s any listeners who don’t know CMS is your content management system and stunning. Absolutely. But be careful because you’ve transgressed, I

[00:50:34.59] spk_0:
don’t know when I go to jail, I don’t have a jail free card. So Yes, that’s right.

[00:50:40.76] spk_1:
Well I I allow um uh parole is not too hard to get.

[00:50:42.66] spk_0:
Okay. That’s good. Good to hear.

[00:50:44.42] spk_1:
What’s the contrast checker again that resource that folks can use.

[00:50:56.06] spk_0:
So it’s web uh it’s web A. I am dot org. Okay. Um and then if you go to the website it’s just under the resources as contrast checker. Yeah.

[00:51:02.36] spk_1:
Okay. And you can just google contrast checker as well.

[00:51:04.73] spk_0:
Yeah, there’s there’s probably like more than 20 different tools but

[00:51:10.96] spk_1:
martin picasa recommended one is web A I. M.

[00:51:14.66] spk_0:
Yeah. Yeah. They have a few other tools. That’s the one that’s

[00:51:17.37] spk_1:
it’s got the blessing. It’s got the yeah, it’s a blessing. All right.

[00:51:21.38] spk_0:
Sure. Let’s go with that. All right.

[00:51:23.36] spk_1:
So does that does that exhaust the ones that folks can do on their own without a developer? Let’s

[00:52:23.35] spk_0:
see. I think the last one is actually um it’s not really an issue but something that’s nice to have is an accessibility statement. And during my uh talk, a couple of people like this um so they’re an excessively statement is just it’s an important it’s kind of think about it like a privacy statement. But for accessibility it shows your users that you you kind of care about accessibility and about them provide some information about the accessibility of the content. What steps are you taking to to do um to make your website accessible? And then you can provide an option to to receive feedback. So if they notice any problems they can they can they can reach out and let you know because issues will come up as you create new content or things get updated, there’ll be regressions and um you kind of have to stay on top of it. Accessibility just periodically do checks to make sure that uh nothing nothing fails. So

[00:52:26.15] spk_1:
yeah, that bleeds into maintaining accessibility over time. We have a few more minutes left. What’s your advice around keeping this up?

[00:53:44.05] spk_0:
Yeah. So I think to to keep this up, but you gotta understand that again. Regressions are common if you’re constantly updating your website and upload in your content. I think having manual checks periodically, so maybe once a month you have a bit of a checklist to go through. Um It’s a good idea. I think sharing some guidelines with your team, it’s it will go a long way rather than be um reactive and unfixed changes as they come up. Like you can make sure the new content that you’re creating meets the guidelines. So just having like a little checklist of. Okay, well, these are the common things that you want, we want to stick with will go a long way and then later, like, or if your budget allows, there’s a bunch of automation tools that will like run tests for you um on your website. So if you’re a bigger site and you have thousands of articles or things like that you might want to look into into that and and and accessibility of is it important to you that it might be worth it? Um So for example, I have here um like from DEak X. So it’s like an extension um There’s also accessibility insights from Microsoft or again the same website I linked to before. Well webbing. Uh they have a wave evaluation tools that you can wait. Let

[00:54:03.84] spk_1:
it goes more at the time. By the way, I have some floor work going on. So if you hear a circular star or some hammering or drilling okay, renovations outside and no worries.

[00:54:05.58] spk_0:
If you’re a crying baby, that’s that’s my baby outside the

[00:54:08.74] spk_1:
daughter. So.

[00:54:09.46] spk_0:
Okay. I

[00:54:15.14] spk_1:
haven’t heard any. All right, okay, great. Wait, let’s tick through those um those those resources again a little slower.

[00:54:18.03] spk_0:
Yeah, sure. Um So there’s acts by deke um Let’s see if I have the I don’t really have. Yeah. So like the website is D E. Q. U. E dot com for slash X.

[00:54:34.04] spk_3:
X X

[00:54:35.37] spk_1:
X

[00:54:36.11] spk_0:
A X E

[00:54:38.02] spk_1:
X C four slash X. Okay.

[00:54:40.94] spk_0:
Then the other one is again the it’s the same website I mentioned before. They have an evaluation tool. So all these are kind of like extensions you install in your browser and then you can click a button and that tells you all these all the issues on your page. So it’s kind of like a handy thing.

[00:54:56.81] spk_1:
Yeah, the other one was what? Web dot A. I am.

[00:55:01.14] spk_0:
Yeah. That’s right.

[00:55:05.64] spk_1:
Okay. And and so all right. So there’s there’s a accessibility checker there as well.

[00:55:08.01] spk_0:
Yeah. And then the last one is by Microsoft is just this one is easy. Its accessibility insights that I owe.

[00:55:24.84] spk_1:
Okay, accessibility insights dot io Yeah. Alright. We like free tools like free totally bring this, bring this uh

[00:55:45.94] spk_0:
and I guess I’ll do one more. Um There’s a Khan Academy has one that is quite friendly. I don’t I mean I like it, it’s just like a little tool that you add to your bookmark and then whenever you go to a website you just click on that and it creates like a little pop up. Um So if you google just con economy and it’s uh it’s T. O. T. A. 11 Y.

[00:55:49.66] spk_1:
Way Con con K. H. A. N.

[00:55:54.82] spk_0:
Yeah akademi

[00:55:56.66] spk_1:
Khan Academy. Yeah.

[00:55:58.49] spk_0:
And then the tool is it’s T. O. T. A. 11 Y.

[00:56:03.53] spk_1:
T. O. T. A. 11 Y.

[00:56:05.67] spk_0:
Yeah so I think I don’t have an actual you’re all for it but it’s said to I use. Okay, so we can find

[00:57:29.43] spk_1:
an account academies. Okay. Yeah. Okay. All right, thank you for those uh free resources. I like those. We’re gonna leave it there, martin. All right, okay. Cool. Well thank you for having me my pleasure. He’s martin to CASA President abound state software. Thank you again martin and thank you for being with 20 martignetti non profit radio coverage of 21. Ntc the 2021 nonprofit technology conference where we are sponsored by turn to communications turn hyphen two dot c O next week. First generation wealth with Esther choi If you missed any part of this week’s show, I beseech you find it at tony-martignetti dot com. We’re sponsored by Turn to communications pr and content for nonprofits. Your story is their mission turn hyphen two dot C O. Our creative producer is Claire Meyerhoff shows social media is by Susan Chavez. Mark Silverman is our web guy and this music is by scott stein, yeah, thank you for that. Affirmation Scotty You with me next week for nonprofit radio big non profit ideas for the other 95 go out and be great. Yeah.

Nonprofit Radio for April 26, 2021: Prepare To Tell Future Impact Stories & Modernizing Your IT Function

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[00:00:02.84] spk_6:
Hello and welcome to tony-martignetti

[00:00:12.35] spk_7:
non profit

[00:00:12.97] spk_6:
radio big non profit

[00:00:15.11] spk_7:
ideas for the

[00:01:39.94] spk_4:
Other 95%. I’m your aptly named host of your favorite abdominal podcast. Oh and I’m glad you’re with me I’d suffer the embarrassment of axillary hyperhidrosis if you gave me sweats with the idea that you missed this week’s show prepared to tell future impact stories. My guests from 21 NTC want you to invest in technology so you have the outcome and impact data. You need to tell great stories. There’s Stephanie fast and Jeff Blando both from social solutions and modernizing your I. T. Function now that you have a purpose for your I. T. Upgrade. Let’s take it to the next level. Derek Gilbert explains his people process and technology framework for I. T. Upgrades that rival corporate achievements. He’s founder of Gil Technology Group. This is also from 21. NTCC Antonis take two. Your mission based relationships were sponsored by turn to communications pr and content for nonprofits. Your story is their mission turn hyphen two dot c o. And you’ll be hearing more about them throughout our 21 NTC coverage here is prepared to tell future impact stories.

[00:01:44.94] spk_7:
Welcome to tony-martignetti

[00:01:46.03] spk_1:
Non profit radio coverage of 21 NTC, the 2021 nonprofit technology

[00:01:51.64] spk_7:
Conference. We are sponsored at 21 NTC by

[00:01:57.84] spk_4:
turn to communications turn hyphen two dot c o.

[00:02:01.14] spk_7:
My guest now our Stephanie Fast

[00:02:03.33] spk_1:
and Jeff Milan does. They are both with social Solutions. Stephanie

[00:02:08.26] spk_7:
is president of Impact

[00:02:10.19] spk_1:
Partners at Social Solutions and Jeff is director

[00:02:14.51] spk_7:
of Impact Partners. Stephanie Jeff Welcome.

[00:02:18.54] spk_2:
Thank you for having us.

[00:02:19.82] spk_7:
Have you?

[00:02:22.14] spk_4:
Thank you very much. Your workshop topic is impact

[00:02:25.07] spk_7:
stories

[00:02:26.13] spk_1:
combining stories and data to better prove impact.

[00:02:31.83] spk_7:
Uh Stephanie, what we see that some shortcomings in

[00:02:36.12] spk_1:
storytelling, are they either to anecdotal or two data driven? Is that the

[00:02:40.54] spk_5:
problem? Well, I

[00:03:14.74] spk_3:
think that’s the problem historically is that the nonprofits have focused on telling the stories of their work, but they haven’t been in a position to tell the data that to use the data to back up those stories. So the, the readers get heavy on one side, which is the, the emotional side of the stories without having the technological data to support them. So are you know, what we were talking about in our in our session was how do you tell a better story? How do you bring those two together to be more impactful? Because you’re balancing both the heart and the head?

[00:03:20.74] spk_7:
Okay, right.

[00:03:25.24] spk_1:
The heart and the head. Very good. All right. Uh, important distinctions to make.

[00:03:26.54] spk_7:
Right. All right.

[00:03:38.94] spk_1:
So because we want to be data driven, but we also want to have some emotional appeal. Um, so Stephanie, let’s stay with you. Why don’t you get us started? How do we, what do we first think about if we’re going to be writing and we want to write one of these impact stories?

[00:04:55.94] spk_3:
Well, one of the things that, that Jeff and I talk about a lot is that you have to plan for data, it’s not something that just happens automatically. So most of the non profits that we talked to our, our clients of SSG have already sort of gone through their reporting cycle to their funders, right? They’ve written their 2020 statements, however, you know, um, unique. And um, I want to say, you know, messed up right? For let go better where like 2020 was what it was, right? And, and there was a lot of changes that we saw with funders in terms of their requirements for reporting, they reduced requirements. They allowed nonprofits to have more flexibility and how they spend There are funds. And, and so the reports that the nonprofits created for 2020 sort of reflect that like they had to just, you know, get work done as fast as possible. Kind of blow things out and, and so they’ve, they’ve now had a chance to report back to their funders on what they’ve accomplished. The, what we’ve been talking about is how is 2021 going to be different? Right? 2021? Like when we’re sitting a year from now in March of 2022, you know, looking back at 2021, like what do you want to do differently? When you talk about your impact in 2021 and if you’re going to have a change in your story, then you got to start thinking about the data that’s going to support that story now, right? Like figure out what you want to say next year. And then let’s back it up and look at what do we need to do today to be prepared to tell that story a year from now, Jeff, Jeff, pardon me. I was just seeing if Jeff had anything to add

[00:05:17.61] spk_1:
to that. Well, I was gonna ask

[00:05:18.61] spk_7:
the same. Yeah,

[00:05:19.44] spk_1:
absolutely. We’ve got to get to Jeff Jeff. All right. So, so yes, we’re going to predict what we want to be able to say. So how do we start now deciding what to capture to say that a year from now?

[00:06:46.84] spk_2:
I think, I think a lot of nonprofits, especially the providers of human services that we get to work with in our, in our daily lives at work, they know what they’re good at inherently because they’re doing it every day. But it takes a bit of a heads up approach to think about systems and strategies and most nonprofits don’t have time to do that right there like knee deep in the river trying to catch fish. And somebody is on the, on the, on the banks of the river with like a net saying like, do you want to try something different? Um, and so that’s kind of where we sit today, right? And we, it’s a constant, constant thing, right? There’s always room for innovation. There’s always a role that technology can play. And, and the, I’ve heard it once. I’ve heard it 1000 times nonprofits are behind when it comes to tech investment. Um, and we know that, right? Look at, look at the public-sector side or even the for profit business side studies are stone for profit businesses are investing anywhere from 13 to 22 of their bottom line revenue on technology because they know experience formacion a lets them do more with fewer human resources, Right? Nonprofits. I think Anton’s latest statistics is about two of annual operating budget is spent on tech.

[00:06:49.33] spk_1:
Oh my, it’s that low 2%.

[00:09:06.84] spk_2:
That’s, that’s the latest number that I’ve seen. And I’m, I’m not all that surprised. And if you look at the types of technology that most nonprofits have universal access to its Microsoft office and it’s an operating system and it’s a calculator, Right? Well, that’s really hard to show that you’ve actually exchanged. You actually moved the family from housing, insecure you stable, right. Other than you just put that in a letter to your donors or your funders, right. Um, so to be able to invest in like the technology infrastructure and the capacity to prove it and to prove it, not only that you’ve done it for that one family but that you’ve done for every family that you’ve touched or that you do a current X percentage of the families that you touched to be able to show your success is one side of the coin. I think the other side of the coin, maybe the side of the coin nobody wants to talk about. No nonprofits wanna talk about funders I want to ask about is what are the things that we’re doing and spending time and resources on that we’re not good at. So anecdotally we work with a nonprofit uh Were there for years. Right. Big non profit they run five programs in their community. They adopted some data systems to track their impact statistically quantitatively. And what they realized is four of their programs extremely impactful participants enrolled in those programs were having just massive life changes that broke down cycles like poverty or or domestic violence or abuse. The 5th 1 they were mediocre at and when they compared their notes with another nonprofit around town that did the same service, they found out that that other nonprofit was way better. So they developed a partnership, but data driven partnership to actually extend a better experience to the people that need that service in their community. So when I think about impact, I know that um, funders want to talk about impact for the sake of nonprofits telling it to them so that they can say look at what we invested in. But really impact is about changing a person’s life, right? So I don’t want to get to like it’s all about data, it’s all about stories, It’s all about telling this to your funders and it really it comes down to doing good work to change the reality of a person’s life. Right? Does that make sense? All right.

[00:09:12.48] spk_1:
Yeah. You said a lot there. I mean, I’m trying to I’m trying to take away,

[00:09:16.43] spk_7:
you know,

[00:09:24.54] spk_1:
technology investment, uh, and there’s lessons to be learned from the corporate side, but also

[00:09:25.86] spk_7:
focus

[00:09:28.64] spk_1:
on what you do best because because the things you’re not doing well are sucking resources away from where you you can be much more efficient. Every dollar spent on a lackluster program is a is a dollar not spent on a highly efficient and impactful and successful program.

[00:09:44.24] spk_2:
Yeah, economists would call that opportunity cost, right?

[00:09:53.84] spk_1:
Yes. The opportunity cost of doing something you’re not so good at is high when you’re talking about people’s lives or clean

[00:09:54.83] spk_7:
our air. All right. All right. All right. So, let’s get we gotta get back to now. We gotta get back to the root of uh

[00:10:02.94] spk_1:
writing these impactful stories. So drill this down now, Jeff. I’m not letting you off

[00:10:05.92] spk_7:
the hook. Bring

[00:10:07.01] spk_1:
me bring us back to

[00:10:09.14] spk_7:
writing impactful stories.

[00:10:11.24] spk_2:
So what if I got

[00:10:12.96] spk_1:
a deadline I’m on. I’m on deadline here. I’ve got a I got a 250 word e newsletter piece that’s got to be done by midday tomorrow. Where am I here?

[00:11:03.34] spk_2:
So, non profit Yeah. Do you think do you think your Thunder wants to hear about all the cool stuff that you did? Or do you think your Thunder wants to be shown the impact of all the cool stuff that you did? Right? That’s what it comes down to. Right. So take your data kill your investors, whether their institutional funders, private philanthropy, corporate funders or even individual donors and show them that the dollars that they spend on you are well invested. Um There are definitely donors out there that give from the heart and that’s very nice. And they’re definitely institutional funders out there that just want to write the check and hear about how many kids you served. But the ones that are going to be long term partners, the ones that are gonna give you grants year over year, maybe long term grants. They’re the ones that are gonna want to see that you’re the type of organization that believes in proof and evidence and that you have model and the systems to tell it.

[00:11:37.04] spk_1:
All right. All right. So there’s there’s there’s a lot that has to be set up. Well, that this is back to Stephanie’s point. You need to know what you want to capture and your point you have to have the technology uh, and the most efficient programs to capture the best. I mean, your most efficient programs are gonna show better data than your lackluster programs. So. All right. All

[00:12:28.14] spk_2:
right. And it’s as much a learning her for nonprofits as it is for funders. This is we often try to separate the two conversations because there Technically two different types of organizations. This is the same problem encountered for both groups. Write a funder says, Hey, I have this grant where I gave money to this organization that went to schools and handed out brochures about dental hygiene. What’s the how do I measure the impact of that? Was like, well, you don’t, there isn’t any like that’s a sponsorship not to grant. You know, if you’re investing in a fund is invested in organization, they should also want to invest in that organization. Success. Not just right, but you faded out. Not just what, not just writing the check in. Just in the success

[00:12:32.38] spk_1:
invest, right? Investment, not just a transaction

[00:12:35.58] spk_2:
versus a

[00:12:36.30] spk_7:
transaction. All right, Stephanie, Stephanie,

[00:12:49.54] spk_1:
I want I want you to bring us back to. I still am, I still have my deadline for 250 word article. And uh that I need to plan For what I want to say in 2021. It’s not gonna help me write my my impact story with my new deadline for tomorrow.

[00:14:42.64] spk_5:
Right. So one of the things that we that we talk a lot about is about the difference between outputs and outcomes and insights and impacts. Right? So there is a continuum. And I think the old way of of sort of looking at it was like dollars per participant. Right? So you could see how many people did I serve, Right. That’s sort of the old way of doing that. And I know it because that’s kind of my background. So I came from a nonprofit, I worked as a chief financial officer of a nonprofit for 12 years. And over the course of those 12 years when we started, we that’s what we were doing. We were counting how many people got access to clean water, right? How many people got access to a school and what we were finding over the last 5-7 years. I think it coincides with what technology is able to provide, right that the abilities of um, of technology keep growing so that you’re able to use data to find more and more. You can track more and more things and you can and you can move beyond just tracking access or just tracking outputs. And I think you’ve got to, you’ve got to develop your theory of change. You’ve got to figure out what, what is the true out outcome that you want to achieve and how do the outputs relate to that? Right? That’s an activity. That non profit should go through and figure out like what is their theory of change? We we did that at my former organization because our our donors were starting to ask those kinds of questions. They were starting to get more sophisticated. They were writing bigger checks. If the bigger checks, you get, the more that they’re likely to be thinking about impacts instead of outputs. Right? And so when you start moving from that mindset of just tracking the small outputs to starting to think about the outcomes, then you start to track different things. And that’s how you build what you want to track next year by thinking about what do I need to start tracking now?

[00:14:52.24] spk_1:
Okay. All right. My hypothetical uh my hypothetical writer who has articles still not written,

[00:14:59.30] spk_7:
That’s still not

[00:15:00.13] spk_4:
right. All right. So, I should have planned. All right. So

[00:15:03.35] spk_7:
All right, Well, the lesson

[00:15:04.46] spk_4:
is that

[00:15:05.44] spk_1:
you’re not gonna be able to write a great

[00:15:07.48] spk_7:
impact story

[00:15:10.54] spk_1:
for tomorrow at noon with unless you’ve got things in place

[00:15:14.24] spk_7:
to to track real

[00:15:16.37] spk_4:
outcomes, real, real real impact outcomes versus impact, I understand the difference.

[00:15:21.05] spk_7:
Alright, alright. So

[00:15:23.34] spk_1:
you’ll have to work with the data

[00:15:24.45] spk_7:
that you’ve got

[00:15:25.74] spk_1:
and weave that into a narrative for your deadline story that’s due tomorrow.

[00:16:13.24] spk_3:
And I think that if you haven’t planned then you’re going to have to rely heavier on the case studies and heavier on the you know, taking one piece, one example of how your work has transformed someone, right? And if you don’t have the data writ large, then you’re going to have to find the data in a microcosm and then tell that story. Um as part, you know, when I was saying before, was this balance apartment head, But if you don’t have the big data to talk about, then then pick a small case study and wrap your, wrap your impact around that one individual and how they’ve been transformed by your services. Okay.

[00:16:14.74] spk_1:
Okay. All right. You got

[00:16:15.49] spk_2:
unfortunately if if you didn’t invest in the in the right infrastructure to get the data, your noon deadline tomorrow is uh there’s a sane in the south. The ship sailed.

[00:16:27.04] spk_1:
Yeah, no, that’s

[00:16:28.13] spk_2:
clear. Alright.

[00:16:36.24] spk_1:
Well, yeah, we say something in the north. Well, I’m in north north Carolina now, but I’m from the north, which is, you know, you’re screwed, you work with what you’ve got and and Stephanie, Stephanie just explained how you can take an anecdote and you can you can also craft that into a larger sum larger narrative, but maybe without the ideal without the ideal data about about true impact.

[00:16:54.44] spk_7:
And and

[00:18:01.34] spk_2:
and we’ll never we’ll never have perfect data. There is no such thing in an ideal world will have clean and complete data, but it still won’t be the entire picture. I think whether you have good data or bad data that the end goal is no, I mean make for your investors, funders, donors community understand the work that you do understand why it’s helped them understand why it’s important and who your who’s benefiting from it, right? Find outside resources. So do your research. I’m on the help out. Didn’t say I’m on the board. Help out with a nonprofit here in charlotte. Um, that does empathy education. It’s really hard to get like metrics for a nonprofit with one employee around empathy education. But what we do have is research, right? We can show that by doing empathy education. K through five people are more likely to be nicer. They’re less likely to participate in bullying, right? Um, and the research happens to come from Harvard. So that’s, that’s a start, Right? So in the absence of data, find someone else that had data and show that you’re similar enough. Right? So, okay, there you go.

[00:18:07.47] spk_1:
All right, You can use them outside. You can use some outside numbers.

[00:18:10.10] spk_7:
You’re in charlotte. We’re only about five hours away by car.

[00:18:12.92] spk_4:
Where are you? I mean Emerald

[00:18:14.54] spk_1:
Isle on the beach.

[00:18:15.69] spk_0:
Okay, Very cool.

[00:18:18.44] spk_2:
Oh, I actually went to, so I went to Unc Wilmington. So yeah, hour and a

[00:18:23.25] spk_7:
quarter of south or so. Yeah, I have

[00:18:25.08] spk_4:
the ocean across the street here.

[00:18:26.53] spk_2:
I’m very jealous how close you are to a port city java. I know on podcast we don’t want to plug businesses that aren’t necessarily sponsors, but if you are attention folks listeners, if you are in coastal north Carolina and you go pass a port city java and your coffee drinker do not drive past it without getting something

[00:18:45.32] spk_1:
as he takes a sip from his mug. It’s not a port city java mug, but we don’t have Port City java here in Emerald Isle.

[00:18:52.04] spk_7:
It’s a small thing you’re

[00:18:52.97] spk_2:
not very far from, pardon

[00:18:54.95] spk_7:
me,

[00:18:55.53] spk_2:
not very far from, not very far from

[00:18:57.23] spk_1:
maybe anymore head

[00:18:58.73] spk_7:
or something. Okay,

[00:18:59.79] spk_1:
We’re a small town, only about 3500 time residents here, which is why I like

[00:19:04.37] spk_7:
it. Um, alright, but Port city job, that’s okay. We can shout out non

[00:19:07.86] spk_4:
sponsors. That’s right.

[00:19:09.44] spk_7:
We shouted out social solutions, you’re not sponsored, So

[00:19:12.22] spk_1:
there you go. There you go.

[00:19:13.94] spk_7:
Okay. Um, all

[00:19:15.80] spk_4:
right, so let you know this is becoming

[00:19:17.12] spk_7:
more of a conversation about

[00:19:23.34] spk_1:
how to prepare to write impact stories next year, which is where you started out, Stephanie, you know, saying you need to know what you want to report on a year from now to put those things in place to have the numbers to do so.

[00:19:31.69] spk_7:
Um

[00:19:32.59] spk_4:
All right,

[00:19:33.37] spk_7:
all right, that’s right.

[00:19:34.34] spk_1:
We we got our we’ve got our

[00:19:35.81] spk_7:
my my deadline off the hook, so we’re

[00:19:38.08] spk_1:
okay, you gave some solutions for that.

[00:19:44.84] spk_2:
I think the, like the actual story is the easy part if you build the the infrastructure to Yeah,

[00:19:50.34] spk_1:
that’s the point. Right? So I’m saying that this has evolved into a plan for the

[00:19:54.31] spk_7:
future, your impact stories

[00:20:02.94] spk_1:
for sure or impactful story. Impact stories, I guess. Yeah. To write those stories. Right? So, um, let’s talk a little more about then, what since that’s where we

[00:20:11.74] spk_7:
are. Um this preparation, you know what we’ve talked about the data driven, let’s talk about some of the emotional appeal,

[00:20:15.55] spk_1:
like Stephanie, you said, you know, it’s the brains and the heart.

[00:20:18.79] spk_7:
Let’s let’s

[00:20:23.64] spk_1:
all right for this story that we’re gonna be writing a year from now. How do we bring in more of the heart?

[00:21:44.34] spk_3:
Well, I think the place to start is with the people who are closest to the work. Right? So I think the best place to start talking about Case studies is with the caseworkers, right? They’re the ones that have the most direct experience with individuals, it’s not in the marketing department, it should start with the people in the field when in my in my previous role, uh that was we were doing work in Ethiopia, and so are field workers. Were the ones that were capturing the stories, you know, in the small communities, in the small rural communities, right? Because they’re the ones taking the pictures and I think people don’t want anymore, they don’t want the cookie cutter story of this little boy gets up at 4 30 in the morning, walks six miles to go get water. I mean, unfortunately that we’ve heard those stars too often. So I think what is appealing to people now is something that’s more raw, that’s more vulnerable. That’s more uh like real life of of what somebody is experiencing in the most direct way. That doesn’t feel candor staged. It doesn’t even have to be 100% good outcome. I think people are as interested in why things fail as why things succeed. And I think the more people are willing to tell authentic stories that that come come at issues from new perspectives. I think that really resonates with with readers.

[00:21:57.74] spk_7:
Okay, Jeff you wanna you wanna hit to the heart?

[00:24:31.94] spk_2:
Yeah. And I think if if we usually, usually with nonprofits, the Hearts, the part this nonprofit was typically started to do something for people, right? So there’s an inherent emotional attachment, emotional load do that. Um, so we almost say exclusively, but a lot of times it’s getting the pulling out from the emotion. What is it’s wonderful that we we got this family stable housing. How does that, how does that help them like go go one step further with the data? Um, but I agree with Steph, it’s about getting the stories from on the ground and it’s got a very non profit and non profit. Right? Um, so your Art museum, you have have to think about, Well, we have these great exhibits and we have this much, you know, there’s many people coming to see it and they’re experiencing this art that they wouldn’t otherwise have access to. I’d also think about the equity of it, right? So, Oh, but also we have, you know, we subsidize visits for people of this income level and we have school trips come through, but that’s gonna be completely different if you’re an after school program, right? If you’re an after school program, you probably have really good data around, Hey, we know after the 14th absence, this kid is 40 less likely to graduate for any given grade, right? Well, what that means for little timmy is that he means family just lost their house and now they’re in a hotel. So we had to switch schools, which meant he was out of school for 10 full days. We have to intervene, right? To show show your readers. Think, first of all, think about what your readers are interested in and what you want to get out of it. So if it’s a donor or if it’s a community member and or a Thunder, you want to be able to show that you’re solving a problem, that you are providing a unique solution to a problem that we know exists in society. Um and from there, an accurate description of the problem is often a lot of the heart, the heart will automatically respond to that. The thing about that’s the thing about the heart or the other side of the brain. It’s it’s sort of it’s very responsive to that pain and under like it’s not hard to understand what it must be like to be a family losing their home or a person that’s out of work, especially this year with the pandemic. That’s easy, right? The next step is showing and here’s how our solution solves that. But by this point, if if your if your problem is real and your solution is good, people are already crying.

[00:24:39.14] spk_1:
Yeah. And and a lot of this emotion is uh Stephanie said it’s going to come from the folks who are actually doing the work on the ground, you know, the caseworker with timmy’s family.

[00:25:07.84] spk_2:
Yeah. And there are certainly cases where like instances where you don’t want to necessarily use who real world of an example, domestic violence shelters don’t, you’re not going to use a name or anything personally identifiable? Absolutely. 100%. We there’s always going to be data sensitivities and to think otherwise is um maybe blindsided. But that’s not to say that there aren’t stories that matter. And there are stories that are both meaningful from an emotional standpoint, but also backed up by data and science and proof

[00:27:22.14] spk_3:
tony Can I offer another perspective to this conversation? Um if we have time. So one of the other things that we’re talking about when you’re, when you’re building your impact story is not to do it in a silo. So even though you are one organization, you are part of a community, right? And we um we are trying to break down the barriers between organizations working in silos to getting people to have more of a community mindset, both in terms of the nonprofits that are working together to solve a person’s needs. Like he was talking about little timmy is needs homelessness help, He needs job or his parents need job help. He probably is food insecure. You know, there are people don’t live single issue lives anymore. They need they need organizations that can work together and can think about things in a community like fashion, both on the nonprofit side and on the thunder side. Right. What Jeff and I do is strictly raise money so that nonprofits can adopt technology, whatever technology they have, whether it’s social solutions or another technology, all we’re trying to do is get money into this sector because we think change starts with technology, right? So when you can get the funders to start thinking in a community way like pools of money and getting outcomes tracked for the whole sector, right? The whole community, then you start to have a different story to tell as well. And that story also would translate into your impact stories because then you’re looking at, you’re like, hey, it’s not just about how many people I served, it’s how many families got out of poverty because I’m connected to this bigger network and through this network, working together and sharing, sharing data and sharing outcomes and sharing, you know, tracking people across organizations. We were able to get x number of people sort of out of the system, which is ultimately the goal, right? The goal is not to just give them a meal. The goal is to get them stable so that they can resist a shock when it comes their way and that they can get sort of placed out of the system. And so like Jeff and I, you know, we we are obsessed with getting money into the sector so that so that this work can start to happen on a community level.

[00:27:43.94] spk_1:
Okay, we’re gonna leave it there. All right, Stephanie, we let Jeff shout out that he’s in charlotte north Carolina. Where are you

[00:27:48.99] spk_3:
in Austin texas?

[00:27:50.86] spk_4:
All right, go

[00:27:52.11] spk_1:
on. You’ve got yes, your bio said you’ve got three daughters in what, three different gig um, horns, boola boola and

[00:28:00.64] spk_3:
and roll

[00:28:01.48] spk_5:
tide. Roll, yep, we’re waiting

[00:28:04.75] spk_1:
for the tide is Alabama. I looked these up but I don’t remember

[00:28:08.52] spk_5:
what boola boola boola

[00:28:09.50] spk_3:
boola is. Yale. My youngest

[00:28:10.94] spk_5:
one in the ROTC

[00:28:12.00] spk_3:
program at Yale. Okay, and what was the third one is hook em horns. She’s a longhorn. She’s here in

[00:28:16.62] spk_5:
Austin at the

[00:28:17.87] spk_3:
University of texas. Ut

[00:28:19.48] spk_7:
ut

[00:28:20.84] spk_1:
that’s Stephanie, fast

[00:28:22.03] spk_7:
President of recent

[00:28:23.58] spk_1:
President of Impact Partners at Social solutions and Jeff Blando. Director of Impact Partners Also, it’s social Solutions. Thank you, Stephanie. Thank you

[00:28:32.28] spk_5:
Jeff, Thank you Tony.

[00:28:33.65] spk_3:
This is a great

[00:28:39.54] spk_1:
pleasure, my pleasure. Thank you And thank you for being with tony-martignetti non profit radio coverage of the 2021 nonprofit technology conference

[00:28:42.74] spk_7:
where we are sponsored by turn to communications turn hyphen

[00:30:12.84] spk_4:
two dot c o It’s time for a break. Turn to communications. Here they are when there’s something in the news and you want to be heard on it. When you want to get an op ed published. When you want a guest on blogs and podcasts, speaker at conferences and be shared on social. You turn to turn to, they have the relationships, they know how to get you the coverage, they know how to get you covered. Turn to communications turn hyphen two dot c o as you’ve heard a few times throughout the show. It’s time for Tony’s take two. Your mission is the basis for your relationships. This has come up a couple times. Just this past week, questions about, you know, what do we talk to people about or how do we open a conversation? It’s your mission. That’s what you have in common with folks. Now, I’m not so much talking about acquiring new donors that, you know, my work is planned giving. We don’t acquire new donors. That’s a different science and art. I’m talking about having conversations, planned giving or otherwise with any of your existing donors. Even even first time donors, they’ve, they’ve just done it. What’s the common denominator between you and them? It’s your work they gave to your work. Even if it’s just one time

[00:30:21.24] spk_7:
you have it in common.

[00:30:22.38] spk_4:
You build from there. That’s the basis of your relationship.

[00:30:26.24] spk_1:
Now, of course, in planned giving, you’re talking to folks who have been given to you for a long time,

[00:30:36.54] spk_4:
easily decades and lots and lots of cases, decades. So, but the, so the relationship is,

[00:30:39.14] spk_7:
is already exists to some degree and you’re just

[00:30:42.66] spk_4:
maybe trying to expand

[00:30:43.71] spk_7:
it to be a little more

[00:30:44.69] spk_4:
personal. But wherever

[00:30:46.72] spk_7:
you are in

[00:30:47.67] spk_1:
either end of that spectrum

[00:30:49.87] spk_7:
from new

[00:30:50.86] spk_1:
donor or to plant

[00:30:52.96] spk_7:
giving or

[00:31:01.94] spk_4:
anywhere in between your mission, your work, your values, the importance of all that, that’s the common denominator that you’ve got with folks. That’s what you build your relationship from. You have conversations and

[00:31:09.55] spk_7:
those conversations might be digital

[00:32:04.84] spk_4:
or you know marketing materials, I mean conversations figura figuratively your conversations are about that. That’s what you’ve got in common with other folks. That’s what they want to talk to you about now. Of course you can build a relationship from there naturally. But that’s what you’ve got to start your relationship building with, that’s what you’ve got in common. So work from that and I wish you of course fruitful relationships of all types, all types of whether it’s volunteer or the folks you’re helping, wherever those relationships are, they come from your mission That is Tony’s take two. We’ve got boo koo but loads more time for nonprofit radio here is modernizing your I. T. Function.

[00:32:09.14] spk_7:
Hello and welcome to Tony-Martignetti non profit radio coverage of 21 NTC. The 2021 nonprofit

[00:32:22.54] spk_4:
Technology Conference were sponsored at 21 NTC by turn to communications turn

[00:32:25.94] spk_7:
hyphen two dot C. O. I’m kicking off our 21 NTCC

[00:32:27.88] spk_4:
coverage right now. My very first guest of the

[00:32:30.63] spk_7:
conference is

[00:32:31.77] spk_1:
Derek G. Gilbert. He’s founder and chief business technologist at Gil Technology Group.

[00:32:37.38] spk_7:
He’s at D G. Gilbert

[00:32:42.04] spk_4:
I T. B A. Derek Welcome to

[00:32:43.65] spk_7:
Non private radio and uh kick off of the 21 NTC coverage.

[00:32:47.64] spk_0:
Thank you. Glad to be here, appreciate it. Been watching you last four or five. Ntc. So happy to be part of it. Yes,

[00:32:58.56] spk_1:
usually right. When we were on site, I’ve always been on the conference, the exhibit room floor. Cool. Thanks

[00:33:04.74] spk_7:
thanks for seeing us there.

[00:33:05.67] spk_4:
Okay.

[00:33:06.54] spk_7:
Um your topic is modernizing the I. T. Function people

[00:33:11.93] spk_1:
process and

[00:33:15.24] spk_7:
technology. I want to kick off by just asking what does modernization look like for nonprofits?

[00:33:22.14] spk_0:
Uh that’s the question of the day. Excuse me. I didn’t get a lot of coffee and we have a call.

[00:33:29.18] spk_7:
Okay thank you. Thank

[00:33:30.42] spk_1:
your time. We got plenty of time to talk about it. Don’t worry.

[00:34:50.94] spk_0:
Yeah. Uh non profit The whole principle proposed that session is that I believe in being able to leverage things in different industries into non profit. So I’m trying to to see how we can how the benefits the ceos of commercial enterprise leverage modernization and to improve their bottom line that nonprofits to definitely modernize their I. T. In order to their bottom line which is creating greater impact and and fulfilling the mission. So I’m organization It’s basically three phases. Once that people process and technology. I read an article. Mckinsey Company had an article about how Ceo with modernizing it for revenue games and you talked about the role of the I. T. Function needs to change a modern it uh organizations that actually become more strategic. And I know that the nonprofit has been quite a few years supporting nonprofit is technologies mostly seemed that the tactical solution to what the mission is versus a strategic element. So the first thing is to the role of I. T. Should be raised to be a strategic the culture should be more strategic and we so

[00:35:02.04] spk_1:
well so just we can you know we in the in the nonprofit community can can get the same types of benefits that we’re seeing with technology on the on the commercial side.

[00:36:59.73] spk_0:
Yes the different for different outcomes. Right? So permission for example, you know, in the commercial space, people may modernize to reduce costs in order to increase their profit line, increase better financial picture. The nonprofit space were modernized to reduce costs. But that’s also to put more money, uh, into investing into the mission or into services. But the idea is that when I see strategically, it’s like I can do more mission, more value to the constituents if I have more up to date in modern technology, uh, strategically thinking. So we look at the beginning of the front. So there are some financial and non financial benefits either way. So I was just trying to use the fact that, uh, let’s, let’s let’s position I think differently as a partner, uh, strategic partner as well as identified the right reasons we know that night, uh, non profits. They are challenged by funds for administrative or general services such as sad overhead. And so the second piece of that is you really got to have the right people that, I mean, I always quote Jim Collins book good to great to talk about the right people. So you gotta have talented and so I know you can’t have a whole slew of staff, but I think you need a leader there and you need a qualified leader. So the resources and then strategically use vendors, which were not a process. They do all the time they outsource but the right type of stuff. And then you look at how to modernize their technology infrastructure. And now we’re going to the cloud is obviously right where to go? There’s a lot of discounts for nonprofits to move to Microsoft 365, uh, and that the whole environment that right there is everything you need to do a nonprofit and then allows you to be able to scale and be more flexible. And if you do that, you just take the now you can spend more time focusing on how do we have greater impact in the work.

[00:37:21.23] spk_1:
Okay, so you’re right. Do you have this people process and technology framework, which I was, I want to drill down into a little bit. I do. But first I want to just, I want to flush out something. So folks get the idea,

[00:37:30.07] spk_7:
what does it mean

[00:37:31.49] spk_4:
to think of

[00:37:33.33] spk_1:
technology strategically versus tactically?

[00:37:36.92] spk_7:
How, what does that, what does that mind shift

[00:37:40.09] spk_1:
look like? How do we think about technology strategically rather than tactical?

[00:38:50.32] spk_0:
But the first thing is that he always teaches that technology basic has four primary purposes of roles for technology. Technology is not happen to be more efficient. What needs to have to be more efficient, Be more effective And enable you to do something extraordinary wouldn’t be able to do. And then the 4ft which is extra duct Jim Collins that put a lot of talk about technology accelerator, I had to find an E. So I had to say extra doctor. So so when you think about at a strategic level or business level or an executive level, productivity is key to being efficient in effect, when you see that technology is going to allow you to be more productive not just do more but be more effective than he becomes strategic. Now it’s imperative that you have the right technology solutions because your staff and resources are getting things done better more and more effectively and so therefore it is greater impact. So it’s not just technology keeping the lights on or utility, it’s actually helping me drive business dr missing, drive my outcomes that then openly makes me look better in the front of Okay. Yeah, So that that’s kind of, it’s

[00:39:12.82] spk_1:
kind of like, you know, adopting technology as a partner rather than like this necessary thing. Well, you know, we all need to process spreadsheets, so, you know, we need office 3 65 you know, we need we need the office suite if we’re not in the cloud, you know, whatever. Uh

[00:39:19.33] spk_7:
But

[00:39:40.22] spk_1:
yeah, so I’m thinking of it more as a partnership than like this thing that is aside, it just helps us do our work, but it doesn’t contribute to outcomes and and success. It just is like a tool. We, you know, we just, we need it because everybody’s because everybody’s got to have it. But all right, so that’s sort of that’s the way I’m I’m sort of processing what you’re describing.

[00:39:42.93] spk_0:
And in the 21st century we no longer technology just utility just keeping the lights on because now you can invest in that technology. Yeah. You’re not gonna put a lot of money. They’re gonna try to do as cheaply as possible because you don’t see how if I do invest money, my return is going to be greater for mission fundraising and everything else. So that’s that’s okay.

[00:40:09.91] spk_1:
Yeah. Excellent. No more like not just a commodity,

[00:40:13.37] spk_7:
but yeah, an integral part of your success. Okay. Uh, thank you. Thank you. I just want to make that clear for folks because because it’s hard

[00:40:23.00] spk_4:
to shift thinking,

[00:40:24.48] spk_1:
you know, we’re just used to technology is like, you know, like this commodity, this tool we, you know, everybody’s got to have it. But you know, so I like to drill down into

[00:42:05.60] spk_0:
and I can’t let me just to bring on the people process and technology got to know about infrastructure but the people that are getting the right people there you know what I find. And I had I saw this this week as well a lot of the I. T. Leaders in the nonprofit organizations didn’t come in as I. T. That came in as a programmatic person that took on responsibilities of I. T. So this is very important that you need to have an internal resource that their expertise is I. T. Planning. Leadership assessment understanding. So then you can strategically create this partnership. So there are I. T. Business partner roles in the commercial space right? Because I’ve been looking at a few of those roads and what we need to do a position I. T. As an I. T. Department in the organization. So we ride along with the programs area of development area. We’re sitting at the table with them because we can better be informed and have better information. And the process is is that that kind of leads to the processes that you’re involved in. The shaping the strategy, the development of business operations and things like that. Not because okay we need to talk about our crm. Bring in no no bring in the I. T. Director bringing it leads. You know the processes were multidisciplinary, let’s bring it at the table. And as you were strategizing around non technical things. Technology Leader the right leader will be able to see that and they understand and identify technology needs from those conversations. That can be very fruitful.

[00:42:26.60] spk_1:
Okay okay so in the on the people’s side uh you mentioned this but I want to I want to hit home that it begins with leadership because you’re talking about making I. T. Making your tech team or your tech lead. Who like you said may very well not be a person with a technical background. Making your tech lead

[00:42:32.52] spk_7:
a part of all

[00:42:33.73] spk_1:
the conversations. I mean that’s gotta start that’s gonna start with leadership and

[00:44:34.29] spk_0:
yes and I work for national the last seven years I was the I. T. Director for them and I just ended up relationship back in october so it’s fairly neat but that’s my country. And and what happened is that we got a new directive during my tenure there and actually I was promoted to director prior to him arriving then upon my arrival I had you know he was integrated into the organization. He was having all these conversations. So I believe position I teach Tv. Because I have an NBA. So I would have just fresh out of business school and not only did maybe permanent acting director but he also elevated my position to the leadership which was executive leadership team. This is where all the business units managing directors of those programs mission programs everything. So now I was at the leadership team table because he saw that it was I typically strategic to where he wanted to take a 21st century mission model ministry model he was pushing. And so that’s when the roads and the people promoting elevating I. T. To that not only just the I. T. Department but it would behoove us to have a senior I. T. Sitting at the executive table. That his role is not just like tea but it’s the shape family for an organization. So my objective director had to do that right? So no matter how well I was doing my job, the leader, the ceo of the executive director has to have see that as a true body. And so the Mackenzie are red on this recession. It talked about how what Ceos can do to drive that down in that organization. So it’s a culture change. So but definitely the leader of the organization, the one who the stuff you wouldn’t say, the buck stops at has to say you know what it is not just a utility for us. We don’t have the right technology in the right places and people understanding that we’re not going to be able to sustain our organization.

[00:44:58.39] spk_1:
Derek what is the small organization do that doesn’t have an I. T. Lead. Maybe they maybe they lean on a consultant to help them, you know? Uh Yeah so the smaller organization that doesn’t have that benefit of somebody that was in the position that you were in.

[00:47:03.48] spk_0:
Yeah. And the national Child Record, we didn’t have a funding issue, right? We had a nice endowment. So money wasn’t an issue. We didn’t spend on it because we didn’t have the money behind ever. And small organization is very talented. There are, you know, one thing is built technology group that I’m doing now been consulting had been worked for a while, but I developed this I. T. Advising the services company. But I saw this is what I thought that nonprofits small medium, they just need the right leadership. Now they can’t afford me individual right? As as an expert, but they need to have that relationship. So there’s a lot of so good partnership. So you need to have a relationship with someone you can trust I prefer. But I will have someone independent of the organization that you’re outsourcing to. But you may be obtained that advisory role, right. It could be very affordable. And actually my approach is similar to a financial advisor is that every a flat rate. Every year I come in, I spent maybe six, six times with you doing business analysis of your technology and advise you on these things and develop a plan. So once you have a plan, mm people within the organization with project management and programme management skills can actually execute, execute the plan. But the key thing is I think you need to get the right plan in place the right vision. If you engage someone independent of any vendor that you’re using, that’s just all over here is to properly advise you find out to be the fourth that amount of contractor consulting services. And I said, well I use I listen to dependent. We had a guy in our community conversations yesterday said you feel like the Ceo. Or E. D. Got in a three year contract vendor and he’s like that’s a bad idea but he didn’t no one to talk to, right? So because of the relationship they said well I’m just gonna listen to external person but you got to realize those vendors have a goal, they have to earn revenue, they gotta sell products.

[00:47:12.95] spk_1:
Yeah.

[00:47:24.18] spk_0:
Alright. Yeah. So so that is tough. But I think there’s there’s opportunity independent consultants because a lot of people who have experienced but you negotiate what you need right? Uh Sorry about that. Do you know negotiate with the services that you need to look the part time come in and help us develop a three year plan and we can be able to execute that.

[00:47:40.08] spk_1:
Let’s talk about the process then we we talked about the people in the technology and maybe we’ll say more about the technology but let’s let’s move to the process. What’s what’s that part of this framework?

[00:48:34.17] spk_0:
Yeah the process is really the strategic planning process right every year. Technology assessment maybe do all those things but however you your process little little streamline I. T. Services and delivery. Right? So what I did in my role is not only the end is a top of the help this uh software package right with online through Microsoft 3 65. Again it was free versions included. Uh the main escapes from now but that allowed the I. T. Television from an operational standpoint to be able to mesh support calls better be able to manage the assets so you have the technology to do that. So The acquisition with acquisition process uh proactively meaning don’t wait two things break down to do that. Right. Right. Life people, people end up

[00:49:12.67] spk_1:
in crisis without, you know, if they don’t have a regular modernization plan, they end up in crisis when something something fails or you know, uh an outdated app is no longer supported that they’re relying on, you know, all of a sudden now it’s now it’s a crisis instead of having a I guess a modernization path, I mean

[00:49:13.89] spk_7:
it’s but

[00:49:15.42] spk_4:
really but

[00:49:16.46] spk_7:
your technology should be a part

[00:49:17.86] spk_1:
Of your strategic plan, right? I mean wherever the organization is going, the technology needs to be right alongside with I mean integrated the way we were just talking about 10 minutes ago.

[00:49:54.87] spk_0:
correct? And that’s like that’s they in that non profit prop for profit That needs to be true and that’s the strategic nature of it right now that you develop your organizational business plan, mission plan and strategies and then say okay I. T. Director this is what we’re trying to do. They they’re looking at now you really handcuffed right? So he may look at and say well we don’t we don’t have this we don’t have that. So let’s, oh so

[00:50:16.96] spk_1:
now you’re strategic right now your strategic plan is no longer feasible because you don’t have the because the technology wasn’t a part of the conversation now you find out you can’t fund the technology to support the plan that you’re bored is just just adopted last week. Yeah I just got foisted on the I. T. Vendor whatever the I. T. Person whoever is responsible for it and what your

[00:50:22.85] spk_0:
plan. Yeah. Yeah

[00:50:26.52] spk_1:
it doesn’t. Yeah it does.

[00:50:27.93] spk_7:
Now hopefully folks are avoiding this

[00:50:29.83] spk_1:
because all right so yeah it’s gotta be technology’s gonna be integrated. All right. All right.

[00:50:35.76] spk_4:
Um

[00:50:36.86] spk_7:
Should we say more about

[00:50:37.76] spk_4:
the technology that’s

[00:50:38.90] spk_7:
out there? I mean you

[00:50:44.56] spk_1:
mentioned like the office 3 65 sweet shall we say more about movement to the cloud. I mean there are a lot of organizations still not cloud based and so you

[00:51:55.56] spk_0:
know that’s like cloud breaks, it is out there. People know that they know it provides a reducing costs and infrastructure and that kind of stuff. But the key thing not only just technology infrastructure also the technology personality to manage that. Right? So we had an opportunity we actually I’ve told people this week I said well I was lucky because we was actually the last two years we actually had to get out of our building and moved to a new location. So we bought a new building and we got into the new building and had to build everything from scratch. So I was like oh great. I not only have my I. T. Budget money, I got capital money from building out a building that I can invest in a new data center. Uh You know I had one server on prim and had moved to Microsoft, We moved Microsoft 365, remove the Azure and all that and all the security thing, firewall, we use the Iraqi system product which has the I can manage to find myself in the cloud. Right? So all that flex do that modern environment that uh maybe 30 $30 square feet. I had 500 so internet connections in the buildings and wireless. We had stated R. A. V. But

[00:52:09.35] spk_1:
now you’re now you’re bragging you know now but I can do this by a building. That’s the beginning,

[00:56:15.43] spk_0:
right? Because money, so there was some purpose is not because of it because we have the opportunity. So as I looked and said, not only that, but just minimal as mobile computers. And I’m one of the greatest thing I would say is that We was prepared when the pandemic last 12 months ago because I had already began the process of upgrading and moving people first of all off of uh that solitude because because I was at the senior lower table, I understood that the mission was going to be more robust and remote, right? We had to cut down on travel and all these other things. So I said, well you have to be more mobile than staff, kind of people in mobile. So I started moving people off of desktops. Then I started moving people to from them at that time because I needed some lighter, right, lighter and doable. And I experimented with a few but I ended up with no, you know how that quality of the product, but very like, you know, I think that they passed uh IBM product computers and and so I had moved everything by the time the last March I had completely got everybody off desktop so we had to go home. Uh that was no, there was no big, the only problem was printing right? And but we wasn’t closed so people could come in a little bit locally and have to do print jobs that come in and copy and print jobs, but I was very ahead of the curve so in order to teach it to you being be more proactive and preventive and not always a break fix and usually non process, that’s kind of what we do, we’ll get the money once it really has to spend it or we get in trouble. But that impact your you don’t need technology should be helping you execute things more versus hindering and so, and that’s why it’s important to modernize not only your people infrastructure, your process infrastructure, but the technology because there’s no technology so affordable now you’re right. Microsoft text, you can now non prosecuted the technology so there’s no excuse from a monetary standpoint and then its consumer base, not consumers consumption based versus uh, you know, such an overhead costs, right, appreciate operating from the however, but you’re gonna have these large capitalist incident to upgrade servers by more servers and start getting people on digital platforms and remotely. Uh, we have a lot of access databases. I’m trying to get them out, put them in the cloud or put them in some case. And the technology for VPN now, although that’s a, it’s a trend not too big BP because some security and some other things like that. But at the time I was trying to do this completely remote thing with Microsoft 365, they have the ability to, your network can always be accessible and you need this application. Uh things happen too fast and I didn’t get that, but I can jump this app, everybody’s contributing, then they need to get the resources, but none of the resources in the house, all the resources in the cloud. So you don’t need BP. Right, you still have the security of Microsoft. And so that’s where the modern infrastructure technology, computer technology, we didn’t do something with printing technology. I invested in Canon, multi function printers can do copy and all that throughout the building. So we before I left, I was getting ready to do this. Print anywhere in the building. So no matter where you go, just put your badge in your print. So that’s modern technology that afforded you move that way. But a lot of that is if you got the right leader negotiated work with the right vendors because there’s always a win win. Right? So uh some vendors I brought in a very top non suspenders uh but they do have, they want to get in non profit, they don’t want to leave non profit money on the table. So they’re willing to work with the problem.

[00:56:18.28] spk_7:
Well plus there

[00:56:19.59] spk_1:
are other resources like you mentioned Techsoup. Techsoup gives grants. Um you mentioned, did you mention IBM is there, is there are there grants from IBM?

[00:58:01.22] spk_0:
No, I didn’t get to the great texture protection. They have a noble thing. You know I’m talking like $1500 off of a $3000 backed up, you know. And I told him this week, I said if there’s no if you’re 513 seeded you register with them. But the key thing is you’ve got the resources but what I’m trying to sell it you can no longer get away without having a leadership right smaller organizations you need to consult with somebody is in your best interest for that advisory role. Leadership role or thinking about. It’s not uncommon for I. T. Directors or leaders to be hands on. So I’m not saying that I was very hands on. I was sitting there trying to fix computers update a server but majority of my work was leadership and management M. I. T. T. So you can have a leader there that can do some hands on work but then outsource the real day to day level one level two kind of things. And so that strategy is what I enforce. So before I left I had a 24 7 infrastructure management contract. You may have heard one hammer systems is out of create and uh their affordable that in order to manage the state of the art network they told me you would need like two additional engineers, one specialized security And suburb and all this kind of stuff. And that’s that’s 200 k. For that happened. And and I was just playing a third of that for them. There’s something that probably wouldn’t be a problem because he wasn’t that high. Eric.

[00:58:06.21] spk_1:
I want to leave us with 111 I don’t maybe not necessarily a tip but one thing that small small shops without without an IT. lead

[00:58:15.82] spk_7:
could be thinking about technology wise let’s

[00:58:18.13] spk_1:
leave us leave us with something that whether it’s security related or you know whatever. What what’s your one like one top idea that a small shop should be looking at technology

[00:58:35.12] spk_0:
wise, uh minimize

[00:58:36.32] spk_7:
your technology. What

[00:59:57.02] spk_0:
footprint? Yeah. So meaning your infrastructure layout. So moving considering the cloud particularly with the Microsoft environment and shoot about what AWS has. But right now I was Windows Microsoft stopped. So I just went to Microsoft and I news relationships with some people who are certified Microsoft vendors gold and I went that right. But that’s you minimize the amount of technology because the challenges if you see if you spend too much time trying to fix technology problem where you’re changing over and trying to support these, that’s that’s the issue. So you want to minimize the amount of support needed by simplifying your technology, footprint infrastructure operation and a printing quick. Like you know, hey, you don’t need individual apprentice, get him off the desk, your network printers because they only a desk that’s gonna appreciate technical support automatically but definitely modernizing infrastructure by taking advantage of the child. And last I would say it’s always see business technology business decision that people make organizations make affects their ability to effectively leverage technology. The right technology right cost at the right time. So really think about their mission decision business decisions and make sure I. T. Is at the table before you can finalize that because that impact your ability to be successful.

[01:00:27.01] spk_1:
You mentioned the uh we’re gonna wrap up but you mentioned the the I. T. Footprint sometimes that footprint is a leaky uh like a leaky closet where the server is. The old server is like uncalled. And and it’s a it’s a humid closet where maybe there’s a slop sink in or something and somebody stuck a server up on top or something. You know it’s uh that all needs to be up in the cloud. You know, we gotta, we gotta get our servers out of these little little uncalled closets that a lot of folks have.

[01:01:27.51] spk_0:
Yeah, you think about it once we have a virus or some love or something like that, it would take two days for our managed service providers, managed our infrastructure to resource some And then you miss all these, you know, all that was like, that was a headache. And I was like, no, we can’t do this in 2020, 2019 2018. So at the end of the day, please think hard about address and putting technology in the right place and realize that it’s an investment. Technology is not investment in technology, is investment into your mission organization? Success and sustainability. I think if they change that mindset that if I invest for weird, then that’s going to help me be more sustainable in my mission, then I don’t think that the argument to to find the money or you can raise the money, you can raise money specifically for technology advancements when they’re going to connect to you bending to deliver more mission for greater mission to have greater impact.

[01:01:36.11] spk_1:
All right, let’s leave it there. Excellent. Thank you. Derek Gilbert, founder and chief business technologist, guilt Technology Group. He’s at D G Gilbert I T B A. Derek. Thank you very very much.

[01:01:48.91] spk_0:
My pleasure talking with my pleasure. Thank you. Okay.

[01:01:55.70] spk_1:
And this is tony-martignetti non profit radio coverage of 21 ntc. The 2021 nonprofit technology conference where we’re sponsored at 21

[01:02:08.10] spk_7:
ntc by turn to communications turn

[01:02:08.46] spk_4:
Hyphen 2.c

[01:02:10.60] spk_7:
o. Thanks very much for being with us.

[01:02:33.00] spk_4:
Next week. We’re all about email. If you missed any part of this week’s show, I beseech you find it at tony-martignetti dot com. We’re sponsored by Turn to communications pr and content for nonprofits. Your story is their mission turn hyphen two dot c o. There’s no way you’re gonna be forgetting that.

[01:03:07.70] spk_6:
Our creative producer is Claire Meyerhoff to show social media is by Susan Chavez. Mark Silverman is our web guy and this music is by scott style. Thank you for that. Affirmation scotty Be with me next week for nonprofit radio big non profit ideas for the other 95 go out and be great. Mm hmm. What?