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Nonprofit Radio for January 31, 2022: The 40 Laws Of Nonprofit Impact

Derik Timmerman: The 40 Laws Of Nonprofit Impact

We can’t hit all of them, but that’s the title of Derik Timmerman’s book. He’s got advice like “give to gain,” “hire with ruthless selectivity,” “win while you’re sleeping,” and “eat last and get dirty.” We’ll talk about these and other ideas. Derik is the founder of Sparrow Nonprofit Solutions.

 

 

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[00:00:10.04] spk_0:
mm hmm. Hello and

[00:01:59.04] spk_1:
welcome to tony-martignetti non profit radio Big nonprofit ideas for the other 95%. I’m your aptly named host of your favorite abdominal podcast and I’m glad you’re with me. I’d get slapped with a diagnosis of paragon on my Asus if you infected me with the idea that you missed this week’s show The 40 laws of nonprofit impact, we can’t hit them all. But that’s the title of Derek Timmermans book. He’s got advice like give to gain higher with ruthless selectivity win while you’re sleeping and eat last and get dirty. We’ll talk about these and other ideas. His company is Sparrow nonprofit solutions On Tony’s take two 50% off planned giving accelerator ends next week. We’re sponsored by turn to communications pr and content for nonprofits. Your story is their mission turn hyphen two dot C o. It’s a pleasure to debut on nonprofit radio Derek Timmerman, he is founder of Sparrow nonprofit Solutions, a nationwide consulting firm helping nonprofits maximize their world changing impact. Before Sparrow he was a management consultant at Mckinsey and Company and the U. S. Army intelligence officer with two combat deployments to Iraq. The company is at Sparrow N. S. That’s Sparrow november. Sierra in military talk dot com. Sparrow N. S dot com. Derek Timmerman. Welcome to nonprofit radio

[00:02:01.69] spk_2:
tony it’s a pleasure to be with you. Thanks for having me.

[00:02:06.84] spk_1:
It’s my pleasure to have you. Thank you and thank you for your

[00:02:08.64] spk_2:
service. Thank you for that. I appreciate it. Absolutely.

[00:02:11.03] spk_1:
You’re one of our West point alumni as well

[00:02:14.58] spk_2:
that’s right that’s right Yeah so any navy fans out there? I’m sorry about that. But uh,

[00:02:22.44] spk_1:
Um, yeah, I’ve been there. I have a nephew who graduated there. I think he was 94. Okay, 90 for the year to score something. You have a little, a little jingle that goes with every year. I think he was like

[00:02:34.97] spk_2:
we do, Yeah. And an impressive that you know that, so mine is uh, pride and all we do 2002. We were actually the bicentennial class. So the thing was founded in 18 02. So they called us the golden Children all the way through that because it was celebrated that we were the 2/100 anniversary class of, of West Point. So Pride and all we do. 02.

[00:03:05.14] spk_1:
Okay, outstanding. And you just made me realize my, my nephew is much younger than that. So it ended with a four, I would say 94. It was probably 2,004,000. So what I was wearing, he’s, he’s much younger than you and

[00:03:10.74] spk_2:
me, which, which means, which means he might have been there when I was there and I as a, as a senior or junior, I might have given him a hard time. So apologies if he’s listening and if, if I, if I made him do push ups or something, I don’t know.

[00:03:27.94] spk_1:
All right. We’ll shout him out. Jacob, Jacob Weber. Okay. Yeah. No, I, I, and I witnessed, what are the, uh, I witnessed some of the the rehearsals for a day a day is the very first day right acceptance or a day. Is that the very first day that the new cadets, the first year

[00:04:04.34] spk_2:
cadets register now? You’re really stretching my the other day reception day. That’s what it is. Yeah, blocked it out. It’s a memory that you know, honestly tony It’s a difficult thing to dredge up my friends. So yeah, but our day reception day that was a significant emotional event for sure. Okay.

[00:04:05.72] spk_1:
And so from the, from Mckinsey and the and the and the United States Army, why sparrow nonprofit services Sparrows to me seems so frail. Uh they don’t have long life spans. Why why set me straight? Why is it sparrow nonprofit

[00:05:15.04] spk_2:
service? Yeah, I think it’s a great question. I love this question. Uh, so I I’m a person of faith. My faith commitments are very, very important to me. And there is a biblical passage. Uh, that goes something like uh you are worth more than many sparrows kind of talking about the fact that um our creator sees everything every part of his creation including you know the smallest tiniest sparrow and we as people are worth more than many sparrows. So I wanted to give nonprofit leaders sort of that sense uh in all the work that I do uh that they’re seen their valued, they’re not alone and they have worth because it’s as your listeners, I’m sure know who our nonprofit leaders, it can be, it can be a lonely thing. So that’s why the name Sparrow is to bake that into the heart of everything that we are into.

[00:05:21.04] spk_1:
Alright, thanks. And they are our listeners. Derek, please our listeners. And and I cited the company were incorrectly Sparrow nonprofit solutions.

[00:05:30.39] spk_2:
It’s not

[00:05:31.41] spk_1:
mere services, services, any Schmo can provide services. Sparrow. Sparrow provides solutions. So,

[00:05:39.34] spk_2:
alright, let’s let’s talk about

[00:06:02.84] spk_1:
The book. The 40 laws of nonprofit impact. I’ve got, I’ve got a bunch that I would like to talk about, but I don’t know. I’m feeling generous. I’m feeling a little anarchic today. So I’m gonna, and listeners will know that this is outside what’s what’s typical. I’m gonna throw it to you first. You you pick a you pick a law, You have 40 laws? Yes. The 40 laws were broken down into different categories. You you pick a favorite law of yours. What’s the one you like to talk about

[00:08:54.54] spk_2:
first. Oh my goodness. You’re asking me to pick one of my favorite Children. And this is, this is difficult, but okay, then forget it. I’ll go for it. I I got, I got one. Um, so the one that I find raises the most eyebrows with nonprofit leaders that I speak with and maybe provokes the most reflection and thought on their part. So that’s fun when, when I can have that impact is law number to define the win. Um, really what that’s all about is uh, gently challenging nonprofit leaders to identify what is the fundamental unit of impact for their non profit organization. So a lot of words there, but let me, let me sort of share a simple example if, if I was on my high school football team, I’m not a big guy. So there was a time when I wanted to gain weight to be on the football team, If that was my goal to gain weight, the fundamental unit of impact would be what? £1? A single pound. Right? So that’s the number of units I’m trying to replicate and grow in my nonprofit, um, similar, you know, if, if I’m at this stage in my life and I might have one or two lbs to lose the fundamental unit of impact would be losing a pound. So that’s, that’s kind of the idea is that within your nonprofit, what is that unit? That is the thing that defines the win. So it’s, it’s incredible to me how many nonprofits go through their day to day operations not knowing that or having a vague sense of a general mission without having that unit of impact firmly in mind. But once they select it, They’re able to say a vision that they want to cast for the next 3-5 years. So let’s say that you and I Tony I’m in Denver and Love Nature trails. Let’s say that you and I together wanted to found a nonprofit to preserve public nature trails in the Denver area. The unit of impact would be one mile of nature trail that we keep clean, pristine, uh, keep it, you know, preserved. Um, from week to week we go out on the trail and that’s the mile that we, that we preserve. Um, well, let’s say we get a bunch of volunteers to help us, uh, and set a goal of five years from now. We want to have 1000 pristine clean public nature trails in the Denver area that are cleaned. Uh, that’s our pile of units of impact that we want to have. We just cast a vision for our nonprofit that we can gear the whole organization to the board, the staff, the volunteers, everybody has that vision of 1000 miles of public nature trail there, Derek, I’m a

[00:08:57.70] spk_1:
Little, I’m concerned you’re already backpedaling because the book posits 2500

[00:09:02.27] spk_2:
miles. I know

[00:09:04.03] spk_1:
this hypothetical nature nature trail preserves, preservation, nonprofit. Now you’re now you’re, you’re back down to only 1000. What happened to 2500 goal?

[00:09:13.03] spk_2:
Well, so that’s, I’m in Denver now in the book, it’s in north and south Carolina. So there’s more trails in the whole two states to work with. But yeah, I think around Denver there’s 1000. But yeah, thank you for catching me on that though. You’re, I can tell you’re a close reader. I read the book. I read that and I appreciate it. That’s all

[00:09:33.19] spk_1:
right. We’ll stick with 1000 will be modest. It’s, it’s the start of 1000 miles in the first year

[00:09:41.54] spk_2:
deal deal. Yeah, but that’s, that’s what I throw out is, is defining a win and challenging nonprofit leaders to really define that fundamental unit of impact and what’s the pile of units that they want to achieve in 3-5 years.

[00:10:25.84] spk_1:
And that leads beautifully. The one that I would like to talk about, which is the law number three, which is, who already know who you are when you’re winning. Which to me sounds, I mean it’s, it’s, uh, well, not to me, it sounds like, but it’s your, you say it, it’s, it’s, it’s the values. What do you, what does, what does your, what does your organization stand for? Uh, you know, at the core, aside from what it wants to do, what does it stand for And you know, this stuff off the top of that, you know, you don’t need to refer to your encyclopedia of the 40 laws. You know, this, I’m not gonna, I’m not gonna stump you, I’m not out to stump you and uh, you wrote a book, come on.

[00:13:26.74] spk_2:
You know, I’m 100% with you. And um, what I, what I don’t say clearly in the book, but what it is worth mentioning here is these first four chapters, these first four laws or what I call the four questions and whenever I work with nonprofits kind of in a consultative basis, um, I love to kind of have this be one of the early conversations I have with them. And it’s a little bit of a different way of getting at the sort of age old in some ways tired and boring mission vision values strategy that we always hear about. I mean I came into my work with nonprofits wanting to sort of breathe some life some new life into those four things because it’s, it is, it’s easy to kind of have our sort of eyes roll back and just kind of get that glassy eyed look when the old mission vision values strategy conversation comes up. But the four questions that I throw out there are, why do you exist? What is winning? Who are you when you’re winning And how do you win? And that’s answering those. It gets to the right destination in a bit of a different way. In a way that involves people and results in an answer frankly that that’s different than just having the, the normal way that you might go about finding out what your mission vision values strategy are. The third question. Who are you when you’re winning is actually a way to get out the values of your organization and asking it in a who based way. It really unlocks some interesting thinking when I work with nonprofits. Um, one workshop that I love to do is actually Having six sticky flip charts posted around the wall of a room and asking the nonprofit to write down Name three men and three women in your organization could be volunteers, could be founders, could be staff write their name at the top of each one of the flip charts. So you’ve got these six flip charts around the room. Uh, Susan’s name goes on the top of one, jerry’s name goes to the top of the second and on around the room. And then everybody who’s participating in the workshop goes around the room with a flip chart marker and writes down everything they can name about the attributes of those people. What is it about them that makes them such an incredible embodiment of the nonprofit and by the end of the exercise, everyone’s crying. Everyone’s excited. Everyone’s thrilled about how great this organization is. But what’s what’s truly amazing is what what each of those words represents is a clue as to the values of the organization. Those words are who the organization is when it’s winning. And from those you can distill out what are the 5-7 Values of the organization? Having looked at the people of the organization 1st And then developing a check question for each, for each person to ask in a first person away for a moment to moment. AM I living out each one of these 5-7 values.

[00:13:47.34] spk_1:
I love this idea. That idea of starting with the people that embody the organization then what is it about those people? And then you find the commonalities across those. You said you do it with six. Uh, that’s, uh, that’s, that’s great insight.

[00:14:19.14] spk_2:
I like that. And it really, I mean it’s, it’s something I stumbled upon while working at a church, uh, some time ago. And what’s, what’s really neat about it is it avoids the trap of values that so many nonprofits fall into that, you know, they, they think about what’s gonna look good on a plaque or what’s gonna look good in the lobby or what’s gonna impress donors. What you’re actually doing is working from the bottom up and what you’re actually doing and who you actually are as an organization when you’re at your best and make and letting, letting the people doing the work as you say, um, speak to you about what the values really are.

[00:14:25.54] spk_1:
Now can those six people be in the room like, so can I go to my own flip chart and vote for myself and say charming, brilliant, funny. You know, can I vote for myself? My own my own flip chart

[00:14:37.84] spk_2:
only. You tony would ask a question like that. Of course. Yeah. Maybe we’d limited to three words on your own chart, but why not? Yeah, absolutely.

[00:14:48.64] spk_1:
And I can I can suggest adjectives for others to put onto my charger?

[00:14:53.09] spk_2:
Yes. Yes. Not happy about the adjectives that others use. but, but yes, it’s, it’s honesty. As long as honesty is in the room totally. Fair game.

[00:16:42.44] spk_1:
Okay. Yeah. But I’d like to lobby for my flip chart to be the longest and most effusive. It’s time for a break. Turn to communications. You’re 2022 communications plan lots of projects in there. Lots of writing. Which of those writing projects can you outsource to free up staff time to devote to the work that can’t be outsourced? Is your communications team too small for all they have to produce. Do they seem overworked and under resourced pity, pity their communications team. You can get them help. Turn to communications. Your story is their mission turn hyphen two dot c o. Now back to the 40 laws of nonprofit impact. You just have to get the book because we can’t talk about all 40 laws of nonprofit impacts. Not possible. We’re gonna skip around a little bit. So I’d like to talk about, you’re, you’re number six law give to gain, which reminds me of a, of a networking organization that I was in. In fact one of your, it’s either your footnote or one of your resources at the end of that law cites the is a book. I think I think it’s a resource you give by the, the founder of the organization. I was in Ivan Ivan Misner. Uh, the organization is business network international bien. I, I used to be in a B and I chapter in new york city. So, and he and the the uh, I guess so I suppose tagline of the organization was givers gain.

[00:17:19.24] spk_2:
I, I too am a B and I member. So I’m with you there and I am, I am even now, yeah, I’m a member of Gosh, it’s got to be one of the largest chapters in the U. S. Its 82 members. Can you imagine 82 members and a B and I chapter? Um, but for, for our listeners, um, I would say that that be and I is, is just incredible for nonprofits and they might have a deal these days about joining for free. So, uh, we can, that’s another topic. Another conversation. But yeah,

[00:17:54.34] spk_1:
just to just to put a little finer point on it if you have B. N. I. Business network and network, not networking. This network international if you have B and I chapters in your town. Uh, there is a uh, even though I’m not no longer remember, but I’ve been asked for by a couple of chapters who know me. Uh, each chapter is allowed one free nonprofit seat in its chapter. So you don’t have to pay the annual membership to join a B and I chapter. And it could be a very good resource. I, I found it very good for my business derek. You obviously find it good for your business, otherwise you wouldn’t be a member

[00:18:34.84] spk_2:
Of 100%. And the reason I recommend it to nonprofits is imagine 32 in my case, 80 individuals in your local area from all different professions, each with their own networks being a permanent week over week advocate for your nonprofit and your mission. Um, it’s almost like a ready made Salesforce marketing force, um, for, for your cause and for those nonprofits that I know that have been in B and I for three plus years, all of their volunteers, many of their donors, those who actually helped run their galas and events. A lot of that energy comes from from their B and I chapter so strongly recommended you

[00:18:52.24] spk_1:
Just did the purpose and overview portion of a weekly meeting at B&I was a member for 13 years in New York City. The only reason I left is because I moved to North Carolina. That’s the only reason. All right. So let’s talk about giving the game and, and, and I hope you’ll weave in vulnerability and

[00:21:23.54] spk_2:
generosity please. Absolutely. Yeah. So giving to gain is this idea that, um, if you, if you end up taking the approach with your non profit, not just to your beneficiaries, I think we all would say that with our nonprofit missions, we’re here to give to, you know, those who are the recipients of whatever our mission is. If we’re out to eradicate human trafficking. Um, you know, we’re are beneficiaries were giving to society by making sure that survivors are able to be restored. And uh, and that that those who are our victims are able to be pulled out. You know, of course, we’re giving to the beneficiaries of our organizations. It’s a little bit of a reach though, and maybe a bit of a new concept to think about giving to our board members, to our staff, to our volunteers, uh, to our prospective donors, to our existing donors. Everyone we interact with, um, in our organization. Um, we have the ability to do one of three things with them to either entertain, educate or empower. And those three things we can do with with every single person that we touch day in and day out. Whether it’s an email, a phone call, face to face interaction, giving needs to be the passion of every non profit leader. Um, and you mentioned vulnerability and generosity. Those are two of the main main components of how you can be a giver, vulnerability. Certainly in terms of, you know, approaching interactions in a way that, uh, that shows that you’re human. Um, I think authenticity is probably one of the most overblown, overused words. And, you know, there’s a dark side to authenticity in terms of, you know, just being a burden on everyone you come in contact with and and that’s not what we mean by vulnerability. What we mean really, actually is, is just showing that you have flaws, uh, that you’re someone who’s prone to mistakes, admitting those mistakes, showing your words and and letting the other person know that you’re human. Um, generosity. Uh, and really curiosity goes along with this as well. Is is training yourself to seek out ways to give, to look forward. You know, what is it that this person sitting across from me needs the most. I’m looking at you right now on zoom tony and I said I could see you could use some wall hangings. You know the walls behind you looking a little bare. So maybe I’ll send you something to hang on the wall here at some point. Just kidding. But

[00:21:42.54] spk_1:
I have my, I have my high, high hi tech art deco. Well not art deco, but uh, postmodern Hewlett Packard printer.

[00:21:49.68] spk_2:
It is, yeah, that, that is a, that is a nice printer back there. But, but hey, maybe maybe we could use a little bit more more on the wall. But you know what in every interaction. So there you go. Yeah.

[00:22:07.64] spk_1:
You recognize, I just tipped my camera, my screen up So that Derek could see, do you recognize that comic character?

[00:22:09.03] spk_2:
Uh, it’s a, what’s his sad, sad sam or sad. That’s beetle, that’s beetle bailey, beetle bailey. Okay, that’s assigned assigned original. Whoa.

[00:22:28.94] spk_1:
From, from mort walker. The uh, so well I’m, I’ve date myself all the time. I’m 60 years old. So I remember beetle Bailey in the comics, United States army

[00:23:15.54] spk_2:
was I know I noticed that beetle bailey. So here we go guys, this for our listeners. We, we can see here, I have a clue now of something that might be of value to tony in the future. Right. Just by looking at as well, taking a little interest, having a little curiosity. I, there may come a time here in the next month or two where here comes in the mail, a little cartoon for uh, for Tony to hang on his wall. Um, that can remind him of spare non profit solutions and keep him encouraged as he goes throughout his day. Just giving to gain, that’s the kind of thing we’re talking about is having just that little bit more curiosity than is common being that rare person who looks for ways to give and then the law of reciprocity pick kicks in where that person is. Uh, just naturally it’s the psychology of human nature is going to look for ways to give back

[00:24:04.04] spk_1:
somewhere in the book. You, you reckon you recommend. Uh, I think it’s two people a day, do something special for two people a day. And also try to uh think about how you can give something small to the people that you do interact with each day like you’re describing. You know, you don’t, you don’t need to send me any comics or I won’t reject it if you do. But, but uh, so you just, you, you got to get the book. You gotta get the book for the full breadth of the, the wisdom and the ideas. Um, and yeah, vulnerability. I, you know, too many people think vulnerability is a, is a sign of weakness. I think it’s a sign of confidence and strength that you’re, you’re confident and strong enough to to share your real self again without wearing your heart on your sleeves as you suggested, you know, and burdening people, but without not going that far. But vulnerability, I think is a sign of confidence and strength.

[00:24:24.84] spk_2:
It is, and it’s the, it’s, it taps into to the power of humor. I mean, I think one of the least mentioned and most underrated characteristics of leadership and impact for that matter is humor. Um, if you can make fun of yourself at the beginning of any talk that you give or fundraising conversation or uh, podcast that you joined, um, humor is uh, is one of the most disarming endearing things that you can do as a fundraiser and as a nonprofit leader. So vulnerability is a big part of that.

[00:25:16.94] spk_1:
I think I, I appreciate what you said about humor. Thank you. Um, I’ll leave it there. Said I believe. Well said, um, let’s talk about assembling if we could put these couple together assembling your dream team and running with achievers of character. You like the, the dream team to be uh productive. You talk about productive passion.

[00:26:16.04] spk_2:
Yes, absolutely. It’s from the very introduction. When I start to talk about talent. Uh and talent is one of the, He kind of red threads that kind of runs throughout all 40 laws of nonprofit impacts. Um, if I could wave a magic wand and wish anything on the nonprofit world today be different than the way it is. It’s that every nonprofit leader would become talent obsessed and I don’t use that word lightly. Uh you know, I one of the wonderful things about nonprofit leaders is what big hearts they have, not just for the causes that they serve, but but also for the people that are around them. Uh the flip side of that big hearted coin though is that we can unfortunately tolerate around us. Uh those whose talent profile may not be the best that would actually contribute to the advancement of our mission.

[00:26:22.10] spk_1:
Good enough. You know, you caution against making hires that are good enough,

[00:28:17.04] spk_2:
good enough hires. You got it. Yeah, I know it. When I, when I use the term talent obsessed, it is going uh more than 10 deep through a talent pool. When you put something out on indeed you see uh somebody on paper who looks like they’re good, they get in an interview, They answer some questions well and suddenly there in the nonprofit, well what you just did in in letting that person in the door without, you know, going deeper into the talent pool and doing your due diligence and giving that person a trial run of actually doing the work before they get the offer letter. Um, all of these things will greatly enhance not just your non profit in the near term, but they’re gonna impact the trajectory of your nonprofit organization way over the long term. So all the way back to your question about assembling your dream team is you’re always keeping an eye out for those people in your midst. Whether it’s just a volunteer who comes in to help with something, you see them approach their work of, you know, putting folding up the papers, putting them in the envelope, stamping them, sending them out. You’re watching. And there’s something that caught your eye while they were doing that work. The spirit that they brought to the work. The fact the way they’re interacting with the rest of your staff and the other volunteers. Just the vibe that they have their confidence. Um, you’re, you’re keeping an eye out for those kinds of talent, rock stars. And when you see that you actually make an effort to start to draw them into your dream team. This could be the case with prospective board members with major donors. Anything that might touch your nonprofit, you’re always trying to keep an eye out for who is going to be that inner circle that joins you to take this work into the future. Um,

[00:28:27.14] spk_1:
derek you when you were talking about and, and that may apply for volunteers as well. Maybe maybe moving someone from volunteer to volunteer leadership.

[00:28:31.84] spk_2:
It absolutely does

[00:28:36.17] spk_1:
clears the, what do you say the productive, those were productive passion

[00:28:42.14] spk_2:
mentioned

[00:28:44.16] spk_1:
10, 10 deep in an, in an interview process. What did you mean by that?

[00:29:56.84] spk_2:
So I I think we, we nonprofit leaders can have a tendency busy as they are to give up a little bit too early or to, uh, to settle, you know, for someone who is, you know, looks good on paper and you know, let’s give them a try in the role and start paying them. And the thought is, we can always go back on that decision. Well, No, it’s, it’s not easy to uh, change someone’s life to give them a job and they get into the role and then suddenly there’s an inertia into the thing where it, it is difficult to go back on that decision. Why not take an extra month or two and go 30 deep or 50 deep into the indeed pool something I I did recently with a higher inspire nonprofit solution was that was actually create a google sheet that has multiple tabs that actually gave them real work to do that they would be doing if they came into the role in my organization. That’s before the interview. Even so I haven’t even talked to this person yet. I see the indeed resume and they’re getting a link from me to a customized google sheet for them to go through and do the actual work that they would be doing within sparrow then and only then when they’ve completed the sheet and I’ve seen that they have the grit and the intelligence and the mental equipment and uh, the, the ingenuity

[00:30:07.14] spk_1:
also the commitment,

[00:30:08.87] spk_2:
the commitment

[00:30:09.72] spk_1:
you’re asking for, you’re asking for a time commitment before you’ve even interviewed them.

[00:30:36.94] spk_2:
I can’t tell you Tony how many, I can’t tell you Tony how many people I thought were rock stars that I sent this google sheets and they never even got a third of the way through the thing. And that told me good thing. I didn’t waste my time, you know, interviewing speaking with them. You wouldn’t believe how many nonprofit leaders don’t do. This is so yeah, this this easy step of just having them do the work. And yeah, this is part of being talent obsessed. And I commend it to every nonprofit leader

[00:30:50.24] spk_1:
and you’re standing by that. Even in today’s labor constrained market where a lot of people have left. Uh, it’s harder to, it’s harder to find people. You’re, you stand by the talent obsession. Even in the current labor market,

[00:31:05.14] spk_2:
I stand by it even more so I stand by it even more. So yeah, it’s no higher is better than a bad hire and whether that’s, that takes two months or six months. Um, you get the right people into your organization. This goes for board seats by the way. Um, even more so, But yes, you take the time that you need to get the right person in the role, especially in this talent constrained environment.

[00:33:03.24] spk_1:
It’s time for tony steak too. How long has planned giving been on your to do list? I can help you get it off The 50% off planned giving accelerator. It’ll never be cheaper. It’s never, never going to be less than this. 50% off. It ends next week February 7th. You can join the february class. The class runs for six months. Your commitment is an hour a week for six months and we will launch your planned giving program together. You get 50% off. There are still some slots left. A generous donor has agreed to pay half the tuition for 10 nonprofits and there are still spots left. If you’d like to get yours, you can send me an email, tony at tony-martignetti dot com. If you want info on planned giving accelerator, that’s at planned giving accelerator dot com. Let me know you want to get planned giving off your to do list. It’s never going to be easier. I’m putting it right in your lap. I hope you’ll be with me. That is tony steak too. We’ve got boo koo but loads more time for the 40 laws of nonprofit impact with Derek Timmerman that that makes me think of your Law # 11, which is higher with ruthless selectivity.

[00:34:27.24] spk_2:
That’s it. Yeah. And that’s, that’s kind of the thesis of the last, you know, five ish minutes of what we’ve been discussing, um, hire your staff with ruthless selectivity. Absolutely. But that goes for, uh, for the board as well. Um, uh, it’s, it’s a regrettable feature of the nonprofit landscape these days that so many board members are brought in, um, on kind of what you’re doing us a favor type thing is please please please join our board and we desperately need, you know, people with your skills. Um, oh, you’re an accountant. Oh, we need a treasurer for our board. Please join. Um, it’s not gonna be that much of a commitment. Oh man. It drives me crazy. tony It’s got to go. The other direction is, Yeah, this is, this isn’t, this is an 18, this is a varsity team. Um, we’re not sure if you’re going to be right for the board. I like that you have an accounting background. That is something that we could use, but that means nothing to us. Uh, if if you’re not willing to put in eight hours a month of time and energy and effort and have a purple passion for, for this nonprofit’s mission. So we’ll see. Um, but, but we, we hope it works out. But, but let’s do the dance and see where this goes to see if you might be, might have what it takes to join our board. That makes all the difference.

[00:34:33.54] spk_1:
You highly value personal referrals to folks, folks that are already close to the organization recommending,

[00:35:14.24] spk_2:
Oh yeah. And I’m enthralled by these examples like Zappos who have come out and said we’re not going to do job descriptions anymore. How cool is that to say that we’re not going to go the traditional route of just putting out job descriptions. Uh, and job postings out on the internet for all to see. We know what we need and we have great people. So we’re gonna trust those people to, to spread the word about the roles that we need and, and get those people into into a situation where they can interview with us, where they can go through some scenarios to see how they do kind of in the work itself. And yeah, we’re just gonna do this by word of mouth. That’s a, it’s a cool model and it’s working for him

[00:35:40.94] spk_1:
interesting. I am not aware of that, but I could see the value. It’s um, alright, it’s groundbreaking. Good. Yeah. I like, I like people who, uh, think outside, you know, just think differently. I don’t like outside the box, but just think just think differently and, and, and try it. You know, if they don’t end up getting enough applicants to their jobs, then then they can find another way they can pivot and, and think of something else that’s, that’s not just a typical job description on, on a job board

[00:36:32.73] spk_2:
and yeah. And I know that there’s probably listeners right now thinking I’m a I’m a tiny nonprofit. It’s just me, right, It’s I’m the executive director and that’s it. So derek, I get it. But where do I even begin with this? And I would say to the, to that person, just as a way of encouragement, uh it’s gonna take a lot of effort to get those 1st 123 rock stars aligned with you. But take comfort that it gets easier, the more that you build this dream team, the easier it gets to just add that incremental next person. So put in the effort, put in the work as slow as it feels to find that one that 1st, 2nd, 3rd dream team member and you’re gonna watch it get easier as time goes on.

[00:36:51.33] spk_1:
You also have advice about firing fast, letting people go when it’s not working out, Don’t, don’t invest more, cut your losses. Move on.

[00:37:32.33] spk_2:
Yeah. This is something I learned from my Mackenzie days, honestly from my working with Fortune 500 companies. When we would do these Mackenzie surveys of C. E. O. S and C suite leaders about the biggest regret that they have in their professional life. It was moving too slowly on poor performers, uh letting that extra six months or a year or two years or more go by. Uh just hoping that things would change and feeling like, you know, putting too much stock in what professional development could achieve. I do believe strongly that that people can improve and change. But there there is a base level of capacity uh to continuously improve. And if if you don’t notice that that is their uh the best thing that you can do for your organization and your mission is to act quickly on poor hiring decisions.

[00:38:12.22] spk_1:
I think a lot of C. E. O. S. Consider that an admission and an embarrassing admission of of a mistake. If I if I fire the person too quickly then it’s obvious that I shouldn’t have hired them in the first place. And now I’m admitting that I’ve made a mistake but that goes back to vulnerability, you know checking your ego at the door uh and just being confident enough to admit that you did make a mistake.

[00:39:24.92] spk_2:
It’s the gambler’s it’s it’s it’s the age old gambler thing. I was in Vegas once. I know that surprises you Tony, I know that you don’t think of me maybe as a Vegas guy, but I’m sitting at the roulette table. There you go. Yeah I’m sitting at the roulette table and uh this guy next to me has a confident look on his face and he put some money down on on red and he loses. Uh and he puts double that amount on red and I can I can see where this story’s going, I’ve seen this movie before, I feel bad for him but he puts double on red and he loses again and with each time that he puts money on red, he doubles it and he keeps getting this worse and worse, more concerned look on his face To the point where he’s lost six times and I can tell by the look on the guy’s face, he’s about to put his kids a big chunk of his kid’s college fund on red. It’s just, yeah, it’s awful. But this is what we do when it comes to bad hires all the time and I would just say walk away from the table and, and, and, and go do something else.

[00:39:31.72] spk_1:
Do you have advice to? And uh Law # 14 About using freelancers when, when, while you’re sleeping?

[00:42:02.00] spk_2:
Yeah man, it’s, it’s so exciting to be in uh, an entrepreneurial role like spare nonprofit solutions for nonprofit leaders that are small or mid sized to be in these roles. I mean Even more so than 10 or 15 years ago, we have platforms available to us today to access uh incredibly talented, fluent English speakers in the Philippines in India, you know, any country, even in the us who are willing to do incredible work for organizations while we sleep. These are called freelancers and the the two platforms, I’ll give three actually the three platforms I use most when it comes to freelancers are fiber Up work and 99 designs And imagine in 99 designs case you need a logo, you need a a new label design for something, you need a poster or a one pager. You can go in 99 designs and start a contest and have freelancers from all over the world designers who are incredibly talented competing to win your contest. So it could be $99 it could be 1 99. But rather than go out and going out and hiring a design firm, you can have this contest where freelancers are actually competing to win, you’re giving them feedback. So they’re actually doing revisions right there. So all of these folks are working for you and then by the end of it you’ve got an incredible product that you can, that you can then take into your nonprofit work. I’ve used this in list building all the time right now as well as you and I are speaking tony I’ve got three freelancers around the world building, uh, lists with email addresses, phone numbers, prospects. Um, and, and I know that here in a day or two, I’ll be able to look at those and use those for my, my marketing efforts. That’s what I mean by b have always have something happening while you’re sleeping. Um, These freelancers could be doing great things for you for $5 an hour, maybe less. Um, and you can even pay them for the actual project itself. I do 25 cents a row for my excel spreadsheet for my google sheets that I have them fill out for, for leads. So I don’t know. I’m not sure if your listeners could, could use 25 cents a road to have a fundraising sheet to growing while you’re doing other things. But, but I found it’s, it’s incredibly helpful to my work.

[00:42:14.70] spk_1:
And what are the three sites that you use again? Five? Er, I know I’ve used that one. So Fiverr is one

[00:42:20.74] spk_2:
Driver with two Rs. So if you are are up work is the 2nd and 99 designs is the third for anything visual or involving design, 99 designs is incredible.

[00:42:50.90] spk_1:
Let’s talk about some, uh, some of your laws that are intrinsic to, to the, to the person, like unleashing your unique strengths and and avoiding that. Focus on

[00:45:07.49] spk_2:
weaknesses. Sure, yeah, this is this is so near and dear to my heart that I wasn’t Mackenzie for six years and the second three years was doing a people strategy on Mackenzie itself. So it was actually, we did it. We launched an engagement not to serve an external client, but to say we’re going to sharpen the saw within this consulting firm. So we’re gonna do a strategy on how to be the preeminent place for the world’s most incredible talent and one of the main work streams that we ended up coming up with. Um and this is all research based, is making Mackenzie a strengths based organization and I took that to heart so much that I’ve taken it everywhere. I’ve gone to work with nonprofits as well. Because the thesis is this is that all of us came up in elementary school, middle school, high school and college with this grading system and the best you can get on most assignments is what 100, right? Yeah, that’s that’s the best score you can get. And uh That was the top thing that, that we could achieve. And anything less than that was points were deducted. You lose two points here, five points. They’re 10 points there if it’s late, that’s -10 or 20 or something. But, but that’s how we learned. What success is is not making mistakes. So here we are dumped into adult life and we’ve got this paradigm of, that’s that’s what success is. So we feel like job to job, task to task our goal is to what eradicate as many mistakes from our work as we can, is get rid of the weaknesses. Well, come to find out that the research shows that you can really only take a weakness From a, you know, a negative 10 to maybe a negative four. It’s never gonna stop being a weakness when it comes to being intrinsically, you know, who you are, the essence of who you are. Um, I will never be a really great gregarious, um, the person who can work a room, you know, that you

[00:45:08.04] spk_1:
say you say in the book a few times, that you’re an

[00:46:11.48] spk_2:
introvert, introvert? Absolutely, 100%. But um so I’m only gonna do so much to mitigate that weakness. If I if I spent all my time trying to to play the extroverts game, I would never be able to leave the impact on the world that I otherwise would if I had focused on my strengths. Because the research, same research also shows that you can take a plus 10 with the same effort or much easier than you took the negative 10 to a negative four. You can take a plus 10 to a plus 40 in terms of your strengths. So what am I going to focus on as far as leaving my impact on the world? I’m a pretty good writer. So rather than focus on going into all of these networking events and working a room, I still need to show up, I still need to do that. Um and but if I have a certain amount of poker chips to put on a certain place, I’m gonna put those poker chips on my strengths and make sure that weaknesses aren’t holding me back, but focus most of my time on my strengths and bring people around me that have strengths in areas that I have weaknesses.

[00:46:21.48] spk_1:
The man claims he’s not a gambler, but now that’s the second uh that’s the second gambling metaphor. We’ve been through the roulette table, we’ve been to the poker table, I don’t know, maybe you’ll be upped the stakes, will go to baccarat, We’ll see, we’ll see where we

[00:46:33.27] spk_2:
go. Something tells me you’d be pretty dangerous in Vegas. tony may be dangerous

[00:47:08.38] spk_1:
to myself, Dangerous to my future and my retirement. Yeah, that that’s the danger. The house, the house has nothing to worry about. Yeah, that’s another one that’s individual. Um Mhm. Mhm. Eat last, eat last and get dirty. And this is a little controversial. This is talking about thinking differently. Uh This is not a not a mainstream uh Strategy Law Law number 19, but let’s talk about it, Eat last and get dirty.

[00:50:19.26] spk_2:
Yeah, something I do in the book is kind of chunk up each of these laws into sort of themed groups. And this one is in the laws of leadership. And it was I benefited although I didn’t appreciate it at the time. I benefitted while at West Point um being the recipient of an unending parade of speakers that would come before us. Uh It was Robinson Auditorium and we would go down as a class or as a whole school, only 4000 cadets in the whole of West Point. Um and we would gather in these auditoriums and once or twice a week, incredible leadership speakers from around the world would come and share their wisdom and a commonality that we’d find over and over again is this leadership attributes of selflessness of being the last to eat the last to leave the last to benefit when your soldiers. Uh in the context of West Point training, they come first soldiers first leaders last. And that finds a way of seeping into your soul after enough of those talks. Uh, and you get out and in the two combat tours, I was in Iraq. Uh that was something that you know, that I took to every unit that I lead is this idea that you know, they eat first, they get to use the phone first to call home, they get to use the computer first to send the email. And this leadership attribute is something that really endears those who serve alongside you. Uh they really come to to follow you into anything if they know that that’s the leadership um approach that you take. So in the nonprofit world, what what does that look like? Uh it really looks like, you know, being the leader who puts staff volunteers board the mission first. And it’s radical to see when you see it. It’s incredibly rare, as you say. Um, in the book, I think I used the example of from one of my favorite books by Stephen Press field of King Leonidas in Gates of Fire. Uh if if I could only recommend one leadership book and I give away cases of the thing. Um it’s it’s this book, Gates of Fire and there’s a critical moment when everyone is squabbling around what to do about this wall, there’s a debate where do we put it? How high do we make it? What materials do we use? And the old king just begins to pick up one block at a time and set it on top of the other and everyone looks on and says what what what is he doing? Well, he’s just beginning to to build the wall. He doesn’t say a word. He just leads by example and starts to do it and suddenly everyone had a shame says what what are we waiting for? Let’s go. And everyone starts to build it alongside him and there he is. Even to the end, long after others have have tired out. He’s still they’re still building. So that that to me is the image of leadership that I try to carry with me. Don’t I wouldn’t say I’m always successful but that’s the ideal.

[00:51:14.86] spk_1:
You do say people will follow a strong and sacrificial figure who leads by example will find a point on it. Um but then you know it goes far. You know, you talk about work martyrdom and that’s why I said this one is certainly I think is is controversial, controversial polemic. Um you martyrdom. Mm hmm. Not not taking vacation. You know you you open that law. I think with a description of what most people would say is someone overcommitted. Uh maybe even obsequious to their to their supervisor. Uh show it feels they have to be the first one in the office and the last one every day etcetera and then you you you encapsulated as as work martyrdom. But then you you praise that.

[00:53:43.85] spk_2:
Yeah, so this is hopefully where I don’t lose, lose you and certainly not our listeners. Absolute. Yeah, no, this is one of the more controversial parts of 40 laws. Um I’ve noticed a trend recently uh just in uh as you know, a lot of the well intentioned writings and books around mental health in the workplace um have tried, you know, for for a long, long time to get people to recognize that, you know, it’s necessary to be a whole person and a lot of that is is very useful and well meaning. But as in all things I believe the pendulum can swing too far in one or the other direction. And it’s my humble opinion that the pendulum may have swung a little bit too far in the direction of uh trying to build a padded room around the workplace of there is a little bit of a manby pamby uh vibe to a lot of what’s coming out these days when it comes to work is don’t don’t work too too hard now and you need to make sure that you have the proper balance in place. And you know, again, all well intentioned, but what it’s done is is ignore the story after story that I put in the book. Every chapter begins with a key leader, the real story of a nonprofit leader who um if they had taken that advice would not have achieved near what they did in their lives, uh with the impact that they did, um to include some of the foremost figures like dr martin Luther King, Jr who was flying around all over the place during the height of his ministry to achieve what he did. Uh did he back off? Did he take it easy? Did he embrace a work life balance? Um I would say maybe not according to, you know what we’re hearing from a lot of folks these days. So work martyrdom is the term that I give to, you know, the the extreme pendulum swing that says, you know, don’t don’t don’t work too hard, take it easy. Well, I would say that in order to achieve the, the impact on the world that many of these non profit missions would hope to achieve. Yeah, it’s gonna take, it’s gonna take a radical level of work ethic in order to achieve that. A work ethic that would look crazy uh, to maybe some of the folks who are writing these books. So again, I hope I didn’t lose you or too many folks with with that little screen, but that’s where I land

[00:55:06.94] spk_1:
invited it. Uh, I well, we’ll leave it there. Let let folks decide what what what what what the balance is, what’s appropriate. Let’s wrap up with one another one. I’m so such a generous spirit today. I don’t know why it’s uh it’s upsetting me that, uh, not at all, but let’s wrap up with one that you’d like to talk about that we haven’t talked about yet. Um, yeah, you could, you could you pick a law that we, we if if if you need a little guidance, like we didn’t talk about anything related to laws of engagement or laws of operating. Um, we didn’t talk about laws of diversity. And the only reason I left that out intentionally is because I anticipate a lot of conversations coming up Around diversity from the nonprofit technology conference where I’m gonna be interviewing 25 or 30 of their speakers that’s coming up in March. And I know we’re gonna have a lot of guests talking about diversity. So that’s why that’s why I didn’t leave. That’s why I deliberately left out your, You’re four laws on diversity, but you want to please.

[00:56:53.33] spk_2:
Well, there’s, there’s one, there’s one within the laws of diversity that that is not going to touch on the nose to what you’re going to be talking about, you know, in later podcasts and in the conference. So if if I may be so bold that the one that I think is Is a way to end on a high note as well is celebrate. And elevate law 18 celebrate and elevate. And it it’s, uh, it touches on diversity, but it’s, it’s broader than that. Um, you know, we’ve talked about lots of things that, you know, uh, nonprofits can improve on. But I’d like to end on a high note just by saying that your nonprofit, whoever you are, whatever you’re doing, uh there’s things that are happening every single day that are worth celebrating. So I would I would say that, you know, the best gift you can give your non profit is a great board of directors. The next best gift a close second is a culture of celebration within the walls of your nonprofit. There are many things that are happening all the time that are worth celebrating. If your emails are loaded with celebration, if you’re if you catch your staff or volunteers doing things well and make a huge deal of it and are lavish in your praise of them. Uh and celebrating them. If you’re starting out each of your staff meetings with a celebratory moment of something that’s that’s going great in your organization. Um that’s what I would say is if you can give your nonprofit a culture of celebration where you’re constantly catching things going well, giving voice to them, being vocal about them and recognize them recognizing those things in silly, exciting ways. Uh maybe even to the point of literally having a bell in your nonprofit workspace where you’re ringing the bell all day long. Uh that is the kind of nonprofit, I love, I’d love to be involved in, and I’m sure you would as well. So that’s what I would say is is find ways to, to develop a culture of celebration within your nonprofit

[00:57:25.53] spk_1:
Derek Timmerman, D E R I K. Founder of Sparrow Nonprofit solutions. The book is the 40 laws of nonprofit impact. Derek, thank you so much. What a

[00:57:27.15] spk_2:
pleasure. It’s been a pleasure. Thank you tony

[00:58:08.33] spk_1:
next week, influencing young America to act with Derrick Feldmann. You see how the show is planned out to all the, how all the derricks come together. This this does not just happen, this is this is takes production skill. I can’t even begin to explain that the time that goes into uh coordinating the derricks to be together. 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

[00:58:35.13] spk_0:
Claire Meyerhoff shows social media is by Susan Chavez. Marc Silverman is our web guy. And this music is by scott stein, thank you for that. Affirmation scotty be with me next week for nonprofit radio big nonprofit ideas for the The other 95% go out and be great

Nonprofit Radio for March 1, 2021: Leadership For Strategic Execution

My Guest:

Joe Pajer: Leadership For Strategic Execution

.

There’s lots of talk about strategic planning. Lots of time and money devoted to ambitious plans—which often sit on a shelf. It takes leadership to drive strategic execution. What does that leadership look like? Joe Pajer walks us through, with his experience from the corporate sector.

 

 

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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.
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[00:01:56.64] spk_1:
Yeah. 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 bear the pain of a chroma top CIA if I saw that you missed this week’s show Leadership for Strategic Execution. There’s lots of talk about strategic planning, lots of time and money devoted to ambitious plans, which often sit on a shelf. It takes leadership to drive strategic execution. What does that leadership look like? Joe Pager walks us through with his experience from the corporate sector. Antonis. Take two podcast pleasantries. We’re sponsored by turn to communications, PR and content for nonprofits, your story is their mission. Turn hyphen two dot c o. It’s my pleasure to welcome Joe pager to nonprofit radio. He retired from the corporate CEO office. He grew revenues, profits, customers and employees at three companies for private equity investors. He’s been on the boards of the Pittsburgh Symphony and the Carnegie Museum of Natural History, and in Pittsburgh, it’s Carnegie, not Carnegie. Now he’s a board member for the ST James School in Hagerstown, Maryland, and the Trinity School for ministry in Pittsburgh, Pennsylvania. He was my fraternity pledge trainer at Pi Kappa Alpha at Carnegie Mellon University. Back then, he was zip. You’ll find him on LinkedIn. He’s retired in a board member. Doesn’t need to be anywhere else. Welcome to nonprofit radio zip.

[00:02:01.24] spk_0:
Thanks, tony. Good to have you. Real pleasure. Thank you. Glad to be here. I’m

[00:02:05.74] spk_1:
glad. Tell us. Tell me about this private equity investment firm work. What does that look like?

[00:03:22.24] spk_0:
Sure, that came in the latter half of my career. Before that, I was an executive at larger companies. But you know what private equity is all about? There’s many different models, but the particular group of investors I worked for, um, they by businesses and they grow them, and then they sell right. So, um, typically, we buy it from a founder, right? Someone who founded the business, he was ready to retire and would like to make some money off of the business. And they usually their businesses that these were technology businesses that that we could see tremendous upside to. Right. So we do a lot of searching for those with tremendous upside. You know, founders are good guys, but they often our unit dimensional. So we could add things like professional sales or new strategies, etcetera and or maybe even combine them with other companies and grow them. So that’s what I did for the last 12 to 15 years. Is, um, three different companies sequentially, We bought them. We grew them, as you said in terms of revenue customers, number of people. Um, and then we sold them to larger companies for a nice profit. And it’s very fun, Very fun. You got to walk in every couple of years to a brand new business, try to figure out the market in the business and figure out how to grow it.

[00:03:29.24] spk_1:
So were there, uh, potentials to make money that you’re not sharing with your with your friend tony-martignetti at the time? Was there like insider information? You could have. You could have snuck to me. Was there a way for me to make some money off these three?

[00:03:53.44] spk_0:
All of the information is inside because they’re private companies. So there’s no there’s no public listing of the companies that are strictly privately held, their owned entirely by the investors. So yeah, there was no opportunity for you to make money unless you’d come and work for us. In which case, then, Yeah, you could have made some money.

[00:04:51.44] spk_1:
Okay, We’re going to find out what that would look like if I had, indeed been working with you. Um all right, so you’ve got some You got some ideas. And, you know, we’ve shared some concerns about, uh, as I said in the intro Strategic plans. Lots of resources going to ambitious. Uh, maybe grandiose plans will just will be kind and say ambitious, but execution, Uh, I think. And you’ve you’ve heard stories, and I think you’ve seen some, too. Um, and even in the corporate sector, um, not not not executed. Just kind of sitting around and not really seeing the change that was envisioned by the by the ambitious plan. So I’m guessing, you know, I mean, we should start with, like, vision and goals, and right before we were gonna have a We got a vision to this before we can start to do the execution part.

[00:08:10.14] spk_0:
That’s right. That’s right. Listen, we’ve all we’ve all seen organizations, companies, nonprofits, maybe our own households. Who knows that, uh, well laid plans that never happened, right? They just never happened. Um, and you know, I learned this early in my career. I was once asked by a nine year old hockey player that I was coaching. He said, Coach winded. When did you decide that you wanted to be our CEO? And I thought about it for a few minutes, and I said might have been the first business meeting I ever sat in because I knew what we were talking about wasn’t gonna get done. It drove me out of my mind. Right? So, look, we’ve all been there. It starts, though. Obviously it starts with having a good plan, a plan that you believe in before you ever get to the execution part. So, you know, just real briefly, I’m sure you have plenty of shows on how to build a strategy and a plan, and there’s plenty of people out there doing that. Are we have, yes, but a couple of criteria. One you ought to be able to answer for me really quickly. What you want that business, what you want your organization to look like three years from now, and you ought to be able to do that in three bullet points. I’ll give you five if you go to seven. The last two better be really interesting. 85. So you know you have that vision and that’s a vision. All right. You know you can have visions that are this. That the other thing? No, no. Just tell me if I show up three years from now. What’s going to be different about this place, right? And look, that’s not easy. You got to think about it. You’ve got to work hard on it. It’s another job, necessarily just for the CEO. It’s also a job for the board in a non profit. They need to share that vision responsibility and then then below that. Okay, that’s the vision. That’s what we’re going to look like at three years from now. What are the 5 to 7 things we need to do? Those are the strategic initiatives. Alright. Now here the board has less of a role in my opinion, and the CEO or the director in a non profit has a very large piece here. All right. They need to know their organization where they need to take it. Um, and then a 3rd 3rd point, you know. So if you can if you can clearly show me that Hey, we’re going to do this and that’s going to lead us to that. Well, then you’ve got a good strategy, or at least a good strategic plan. There’s another piece to it, too, though, which is, and this is the tricky question that sometimes people trip up on. Tell me what you’re not going to do. Tell me what people around here have been saying we ought to do, and you’ve decided I’m not doing that. All right, We’re not going down that path. So if you don’t do that, you’re going to run into problems with resource allocation and focus and people’s commitment and engagement. So a really good strategy will tell you what you’re not going to do. All right, so, you know, that’s all I’ll say about strategic planning right now Is the output of that has to has to fit those three criteria,

[00:08:35.24] spk_1:
you emphasis believing in the plan because because later on we’re gonna talk about allocating resources around the plan to the plan taking resources away from those things were not going to do anymore and putting them towards what we are going to do. So if you’re going to do that with confidence, you’ve got to believe in where you’re headed.

[00:09:42.54] spk_0:
Let me touch on that really quickly. It’s a great point. I hear from people we don’t have the money to invest in this. Well, that either means that your plan is garbage. All right, that it doesn’t really work mathematically. So you haven’t really worked hard enough on your plan. I got an idea, right? I got an idea. And if we go do it will grow our organization in this way. All right. Well, if you grow your organization in that way, you’ll have the money to fund, you know? So either you don’t believe that’s actually going to happen, right? Or you don’t actually buy into the idea. So you know, when you come when somebody comes back to me and says we don’t have enough money to do this initiative, right? And you thought This is where I want to be in three years? This is critical to doing it. I’ve done the math. If I invest in it, it will happen. And it will benefit the organization if you come back so we don’t have the money to do it. I’m just saying you don’t understand the plan or you don’t buy into it one or the other. Right now, it could be that the plan is wrong. In which case, sharpen your pencil, Go back to work.

[00:09:48.34] spk_1:
Maybe you have something to talk about, but right, it’s either a belief in the plan or or you or you believe in the plan or you or you or you don’t.

[00:10:06.94] spk_0:
Yeah, you’re either resisting it or yeah, but the plan says that will accomplish. That’s the key. The plan says it will accomplish your goal. So how can you not find the investment? To do that, you must write, all right, or you haven’t worked out. Point

[00:10:35.94] spk_1:
is either got the wrong plan or you don’t believe in what you the plan that you have. Okay, what about the board? You mentioned the board’s role in the vision, but not so much in the the, uh, tactics are going to use to get there. What about the interfering board, or or even board member or a couple of members? Maybe it’s not the full board, but a lot of times it doesn’t matter. What about those? Those interloping interfering board members who do get involved in the tactics, the methods we’re gonna we’re gonna use to execute.

[00:10:40.14] spk_0:
Yeah. So, um, for the record, very clearly, I’ve been on four very good boards for perfect

[00:10:46.11] spk_1:
boards. And

[00:12:24.54] spk_0:
we don’t have this. We don’t have that issue anywhere. Um, look aboard. Um, a board of trustees for a school or a private private education institutions. They are responsible for preserving the vision and the values defining the vision and the values of that school. That’s what they’re there for, right? Um, they’re responsible for hiring the person to get them to that vision. Um, that person needs to create the strategy with a lot of good input from the board, but it’s their responsibility. Whoever that leader is of the organization. CEO, headmaster, director, whatever their title, um, they’re responsible for that. That’s their job. That’s what you should have hired. Alright, if somebody, because the board will never have the day to day feel for the business that that person does, right, because they only meet quarterly. Um, So if you have an interfering board member, I would argue that you have a governance problem and a strategic problem. Um, not necessarily a person problem, although it may well be a person problem as well. And I’d recommend that you go by any number of good books of how to set up good boards and go fix your board. Right? All right, you cannot. Now listen. There’s people who can help, right? There’s people with contacts. There’s people with experience. There’s an absolutely, you know, tap into them. But ultimately, the head of that organization is responsible for running that organization.

[00:12:29.35] spk_1:
It’s got to be the CEO

[00:12:31.17] spk_0:
got to be. Yeah,

[00:12:53.04] spk_1:
all right. You got some, uh, sort of steps or, you know, some. Yeah, a pathway. The pathway to, uh, to strategic execution and not surprising. Uh, lots of folks say this. We’re starting with what we’re gonna measure. Yeah, metrics. What’s your what’s your What’s your advice around here?

[00:13:10.64] spk_0:
So, a couple of things, um, let me start. Let me let me back up just a half a step and talk about something that’s, uh, near and dear to my heart called. Um, I’m stealing this from I was trained as a Baldridge examiner. That term probably doesn’t mean many too many things to people.

[00:13:16.86] spk_1:
We got jargon jail on nonprofit radio. Yeah. Just committed an offense. Baldridge Examiner

[00:13:48.34] spk_0:
folks that are younger than you and I would never would never even have heard of it. But it’s an old quality thing, Sort of like Six Sigma. And the idea was, it was run by the U. S. Federal government was quite a good program, and there was a set of criteria for a business. And you would examine the business against these criteria. And you could potentially win a Baldridge Award, which was a very big deal. Um, companies like Motorola paved. Malcolm

[00:13:52.14] spk_1:
Malcolm. Malcolm Baldrige.

[00:14:04.54] spk_0:
Absolutely. Malcolm was the cabinet with the secretary of Commerce under Ronald Reagan. Believe he died in a horse accident. Um, and they named this thing after all. Right, So

[00:14:07.51] spk_1:
Congress, A bizarre polo accident.

[00:16:09.14] spk_0:
Yeah. No, it was more like Western rodeo stuff. He was a tough guy. So civilized. The horse was tougher in any case, so it’s named after him. He was part of the driving force, and and his death actually helped get passed in any case. Long story. They had this method of when you examine a business you find out, right? Do they have a plan? Right. What result is it that they’re trying to improve? Let’s say they’re trying to improve market share, right? Do they have a plan to improve market share? Right. And you say Look at their plans. They have to produce one. And if they had a plan, they would get sort of a 10% of the total score. Right? Um and then you would look at how do you measure it? And they look at the result. And if you were measuring the result, you might get another 20% mhm. But 70% of the score on that was associated with proved to me you’re actually executing the plan. Show me that you’ve actually done it. All right, because so many people will use the sporting analogy here. So many so many companies and so many organizations have the plan, and they look at the results. And if the results go bad, they go. The plan was wrong. They never checked to see whether they actually implemented the plan correctly. So, you know, sporting analogy, a team goes out, hockey team goes out to play on the ice. Um and and the coaches say This is the system we’re going to use and they go out and they lose the game. And of course, winning or losing was the metric and come back in and say we lost. We’re changing our system. No one would ever do that. They go, let’s look at the video and see whether we actually use the system. Right? And this is a big This is a big thing that happens. Um, in businesses and other organizations, that middle step is what I call strategic execution. And I’m telling you, it is it is more rare than you think. Right?

[00:16:11.14] spk_1:
And you’ve seen this on the corporate side as well. This is absolutely for some revolution revelation that you’ve only seen on the on the not for profit side. Yeah,

[00:16:19.64] spk_0:
over and over again. The execution

[00:16:29.34] spk_1:
all right. And that, you know, we were talking earlier, and you’ve made the point that, um that leads a lot. A lot of CEOs to create reorganization

[00:16:33.93] spk_0:
so

[00:16:35.29] spk_1:
that they can They can say they’ve done something. I mean, they’re linked in profile is now more robust. They reorganized around something.

[00:17:12.04] spk_0:
Yeah, You see it a lot I don’t mean to bash large companies, but because large companies are much more difficult beasts, right. But very large companies do this all the time. They say that their strategy is to reorganize them. And yes, it makes them feel good because they can check off a box that they indeed reorganized. They laid off some people here. They put somebody new in charge here. They restructured, etcetera, etcetera. Um, I don’t want to be too negative, but golly, I don’t know what that gets done, and I work.

[00:17:14.41] spk_1:
There’s a lot of wasted, a lot of wasted reorganization

[00:18:28.84] spk_0:
and the issues, the things that need to be changed, the things that need to be executed, no pun intended right are or what you’re doing right. And where you’re focused, right? It’s not who’s leading it. And I mean it is who’s leading it, but it’s not entirely who’s leading it, and it’s yeah, so it’s just to avoid Listen, all of this is hard to work, right? Um, the reason the reason I did it was because if I did and I’d lose my job, these investors, you know, they weren’t interested in people who weren’t actually growing the company, right? I mean, you could have as many board meetings where you said all the right things and pretty slides as you wanted. If the company wasn’t growing, it wasn’t your job anymore, right? And by the way, very, very few people in my position work for the same investors twice. They usually do one, and then they find a different set. And I’m the only person who’s worked for this set of investors three times, okay, on three different companies. So it’s all about finding that thing that has to happen to grow the company and then making sure it gets executed. That’s why I have sort of a particular affinity or sensitivity to this issue.

[00:19:12.14] spk_1:
But so much of this is moving people. You know, people people don’t like change. I don’t care how much they’re paid. They’re still human beings. I don’t care how long they’ve been there, you know? Of course, the longer the maybe the more difficult to change. But, you know, people are resistant to change. You talk about the family, you know, people don’t like to move. People don’t like to change jobs. People don’t like change within their jobs. People don’t like to have to go to a different supermarket in the middle of a pandemic. People don’t like not being able to go out and have dinner with friends in a pandemic. People don’t like change, but so much of what we’re talking about is driving change. Yeah, you’re driving change in a company that’s driving change among a bunch of people.

[00:19:17.14] spk_0:
That’s

[00:19:32.44] spk_1:
what the company is made of. It’s, uh, it’s it’s got, It’s got assets, got hard assets, It’s got people. The the Howard assets are easy to move around. You can ship those, you can sell these, you can acquire some. But moving the freaking people, that’s that’s what we’re talking about. Moving people to change that they don’t like

[00:19:59.14] spk_0:
it is. And I would imagine that it’s more difficult in the nonprofit sector than it is in the corporate sector. And the reason I would say that is because in the corporate sector there is a big forcing function called competition right and investors, and you have to make the numbers, so if you don’t change, you know, you go away quickly and and so let me let me talk a little bit. Then about about what I see about how you do strategic execution. Because it is exactly that. It’s about changing the people.

[00:21:03.94] spk_1:
It’s time for a break turn to communications. The Wall Street Journal, The New York Times You want to be in papers like that? What about CBS Market Watch? The Chronicle of Philanthropy turn to has the relationships with these outlets and lots of others like them. They’re known in the industry so that when the outlets are looking for experts on charitable giving or non profit trends or philanthropy, they call turn to turn to calls. You. You know that because you’re their client, they’re going to call you. They can help you get the exposure. The media that you’re looking for relationships, right? It’s all about leveraging relationships. They’ve got them. Turn hyphen two dot c O. Now back to leadership for strategic execution. All right? Yeah, because, yeah, I’m gonna I’m gonna rant here about

[00:21:09.41] spk_0:
change

[00:21:19.44] spk_1:
before we get to metrics and resources. You know, you got to move people. You got to motivate people positively or negatively, I suppose. But you got to move people and you get people to do things that they don’t want to do.

[00:22:38.34] spk_0:
I used to tell this story really, in big, big, setting, small settings everywhere. I said, You know, you get on the airplane, you read in the airplane magazine and they’re interviewing some executive and a question answered thing and you’re going through it. And at some point they go, What’s the secret? And the executive goes, It’s all about the people and you go, Oh, crap. Like everybody gives that answer really again. And then I thought about it for a while, and I’m like, Gosh, it really is all about the people. It’s right. It’s a boring answer and it is the answer. Listen, here’s how you get people to change. Yeah, One of the things I loved about my career was I would walk into a company that had not accomplished something for a long time, and they had many things in front of them that they could accomplish, and we would go accomplish it and people would go. How did that happen? And they feel good about it, and they’d have a I used to say, I want to give them a story to tell their grandkids when they’re sitting in a rocking chair on the front porch. Right about business. Most people go through their business careers going. Yeah, there’s that over there. And then all the stuff I like over here. And I want to have something they like from their job. So, look, how do you change? How do you get people

[00:22:55.14] spk_1:
before the first? Okay. Before the first milestone, right before the first home run. This company has now achieved something that it could have achieved 10 years earlier. But, you know, there’s a bit of a founder syndrome, and they were unit dimensional, as you said. And so how

[00:22:55.34] spk_0:
do you get them bought in

[00:22:56.38] spk_1:
before that first home run? How do you get some momentum going And you get interest?

[00:23:30.84] spk_0:
Exactly. So look, um, what do you say? Well, what you do is this. First you got to find that strategy that’s all important. And you got to find the planets, and then you must communicate very clearly. Okay, You must communicate. And look, there’s some pieces to that communication. First of all, I heard a long time ago and always strive to do this. You should speak at an eighth grade level. Okay? You have to understand How can

[00:23:32.74] spk_1:
do a bunch of engineers at a tech company M B A s your CFO?

[00:23:55.24] spk_0:
Yeah. Your operations team who are hourly workers. Right. Um, so you’ve got a range. You’ve got a range in there. Speak at the eighth grade club. Secondly, make sure what you’re saying is a story. All right? I’ll go back to coaching little kids in hockey. I could go up

[00:24:20.74] spk_1:
hockey. It’s about your your affinity for hockey’s obviously coming out. Yes, I want I want you to know, uh, for for listeners because you won’t be able to see video. This is the sound of this. That’s me, uh, flipping pages through my pi Kappa Alpha Pledge book. So there’s there’s lots of there’s lots of history in these pages. Joseph Steven, pager from Meriden, Connecticut.

[00:24:23.68] spk_0:
There you go.

[00:24:24.74] spk_1:
Uh, and hockey is. Hockey is prominent on your page,

[00:24:28.21] spk_0:
and it remains. This would

[00:24:30.22] spk_1:
be from 1980. I still have this from 1980

[00:25:59.04] spk_0:
throughout my career. Uh, but here’s Here’s the deal. I can sit in front of a group of 15 year olds, and I could show them all the exes and ohs on the whiteboard and say This is what we’re gonna do today. That’s what we’re gonna do today. Blah, blah, blah, blah, blah. And they’d all be fidgeting and not paying attention. Or, like 15 year olds do. They’ll be staring at the floor, you know, blah, blah, blah, blah, blah, then But if I if I came in and said, Let me tell you about a game I played in college and what happened? Their eyes are beyond me. They’d be lifted up from the floor. We respond to stories, Okay? People learn from stories. They don’t learn from textbooks, right? They learn from stories. This is what you must do as a leader. You must tell the future story. Okay? You must say, here are the great things were going to do for our community in our space. Here’s what we’re doing today. Here’s how that’s going to change and be even better three years from now. Yeah. How are we going to get there? We’re going to do these three things, okay? It’s going to feel a little different to you, but we’re going to do these three things. And do you know how many people are going to buy into that? the first time you tell them. Two. There’s if there’s 50 people in the room. Three

[00:26:03.21] spk_1:
allies you’ve got to allies you can leverage.

[00:29:09.74] spk_0:
So what do you got to do? You’ve got to tell them that same story over and over again and person by person as they ask questions. And your job is over the next 6 to 9 months to reduce it to the impact on them as an individual and how they can contribute and how they can be a piece of a piece of it. This communication aspect is very important. What I see, what I see executives do is they think, what I said that last time. I’m going to change it this time. No, no, you don’t understand. Just because they heard it once from your lips, they don’t believe it, and they probably don’t remember it. You’ve got to keep saying you got to keep saying it. Then of course, you’ve got to lead by example. Right now, you’re in a position this will go back sort of into metrics and resource allocation. You’re in a position to make a bunch of decisions and to make them in front of everybody. They have to be consistent with that vision you’re describing. So you might decide to move resources from a status quo kind of a project to the new project, and you would explain it that way. Even if they’re upset, you might decide to set certain metrics and review those metrics on a monthly or quarterly basis. Really, the metrics that you set and everybody knows there’s a billion metrics for everything. You got to pick the two or three that make a difference to your strategy and just work on those If somebody wants to know some other thing, here’s an example. Software company, last software company, Iran. We would sell the software. Then we would install it for the customer and run it for them. We call that activating it, and then we would, um, run it for them. And if they were satisfied all the time, we would make a lot of money because they would never leave us, right? So the sale part we call booking the middle part we call activating the third part we call just satisfying. And I just reduced it to that. We only have one mission here. Book activates, satisfied all of you are involved in one of those three. Okay, Now, let’s talk about how you’re involved and what you can do and get the managers in. They’re talking. This is 400 people. But that became, You know, that became our mantra. Book activates satisfied? Well, where’s gross margin in that? Where’s cost savings loses. Where is entering a new market? Well, we have stuff to do there, too. That’s it Was secondary to those three things. If you did those three things, you didn’t have to know what I used to say. If you do those three things, don’t you worry about profitability? Like a knife through butter will be profitable, I guarantee it. Right. And you don’t even need to see the profitability. So you got to make it simple. You gotta make it pity. You gotta make it catching. You’ve got to say it over and over and over again. And if you do that for six months of those 50 people in your organization, you’ll have 48 of them. And then there’s going to be too

[00:29:11.74] spk_1:
right. The recalcitrance.

[00:31:31.04] spk_0:
Yeah. They’re not going to go. You I need to go have a conversation. You need to do your job as a leader. And look, the conversations not mean the conversation is this. We’re a team. Everybody always says I’m all in. It’s all about team. Well, we’re a team. And now we’re gonna put our money where our mouth is, right? The team has decided to go in this direction. I understand that you’ve been here for a long time and that you did things a certain way and all that stuff. I get it, I get it and it’s all valid. And it was We’ve heard it, but we’ve decided as a team to go in another direction. I need you to come back and see me tomorrow. Come back tomorrow morning or tomorrow afternoon. Stop by my office. Just tell me, can you come with us? And if you can’t And let’s talk about how to how to separate our pads gracefully, right, it’s not a threat, you know, it’s but it is a it is necessary. You can’t have one guy on a professional sports team saying I don’t agree with the system. You just can’t. You’re never gonna win anything, right. And this is a very reasonable approach. I mean, and quite frankly, every time I’ve had this conversation, they’ve come the next morning and said, I’m in now. Some of them might have come and said, Well, I’m scared now. And so I’m in others. Might others, I think, really went home. And when? What am I doing? Why? Why am I so against this? Why can’t go along with it, right? And and they jump in and they become productive that afternoon. Right? Um, and in a couple of cases, they’ve come back and said, You know what? I really like the company that was here before you got here, Joe. And I’m not bought into this one. So how can How can we? How can I leave gracefully? Can I have a month to find? You know, you can absolutely just you say nice things about me. I’ll say nice things about you. Um, and let’s do it. So So that’s, uh, and by the way, it’s good. It’s too recalcitrance is what you call

[00:31:33.39] spk_1:
them. Yeah,

[00:31:44.14] spk_0:
they can be a huge issue, so if they exist, you must take action or you’re not going to get there because they will continue. Two needle.

[00:31:45.06] spk_1:
They’re like a cancer they’re they’re growing. They’re they’re trying to find their trying to grow their tribe right there, trying to grow their anti team.

[00:32:07.24] spk_0:
But you do it. You do it with complete and genuine respect. They have an opinion. You have an opinion. You don’t agree. There’s no reason to be, um, Washington. Ask with each other. I think I

[00:32:36.54] spk_1:
know you said gracefully, No, I mean, you’re professionals and you’re right. You don’t agree. You don’t agree on the future of the company that the team has that has a team has elected to pursue. There’s no point in, you know, there’s no point you’re hanging around your your unhappy. It’s going to hurt the team. That’s right. Let’s separate gracefully. I like gracefully. You don’t hear that in business to it gracefully. Let’s do it gracefully. Yeah, Joe, let me ask you, Do you have interest in helping nonprofits with all this leadership and strategic execution that we’re talking about?

[00:32:57.54] spk_0:
Sure, absolutely. If a nonprofit is interested in learning more about this, I can certainly help them on a consulting basis, help them get set up and help them get executing on their initiatives. I could even help them develop the initiatives, if that’s what they so desire. But yeah. No, I I very much would be interested in helping nonprofits achieve their results. Basically.

[00:33:04.04] spk_1:
Yeah. Okay. And so folks can get you on linked in

[00:33:07.34] spk_0:
Absolutely. Yeah. Just look me up on LinkedIn. Last name is spelled P a J e r.

[00:33:16.64] spk_1:
You, uh, you have a little story about sales compensation.

[00:33:19.44] spk_0:
It relates

[00:33:20.82] spk_1:
to relates to metrics. But before we before we move on from metrics where we, you know, we digress, But we’re moving around. This is good. This is excellent. This is not just good. This is excellent leadership advice. Uh, you got the sales comp story?

[00:36:18.83] spk_0:
Yeah. Yes. So one of the aspects of metrics of choosing the proper metrics is that, you know, you actually have to be able to measure the thing, right? So if you say I want to measure, I want to measure, um you know, let’s say I’m a food bank and I want to measure somebody’s improving nutrition as a result of my efforts. Well, that’s probably not measurable. Okay? I mean, maybe it is, but, you know, it’s probably difficult to track that person The individual that you gave the food to and and even more so I would question your statistics is whether you could actually correlate your effort to his improving nutrition if it improved. But that’s something that’s sort of undoable. There’s others, though, that you want to measure how many new people you reached through a program, and people say, Well, we don’t track that, So you can’t use that as a metric. Yeah, you know, So every company I’ve gone into the sales, the sales compensation plan, right? We believe that sales people are motivated by making more money. Yet many executives I know have no idea what they’re Salesforce’s, how they’re Salesforce’s compensation plan works. That’s crazy, right? So every company and of course, what we care about is growing. So, of course, it’s important to us to have the right sales compensation plant so that we can drive the growth. So every company I’ve gone in and redesigned the sales compensation plan, it’s actually something that I’ve gotten quite good at it, Um, you know, it’s it’s an area of expertise and I’ve done it pretty much myself, right. Um and every time finances told me we could never track this. We could never do this. We could never. This is just what we’ve never. And in two of the three cases I got up. After about an hour’s worth of discussion, I got up. I said, I hear everything you’re saying. You must make it happen. We’ll talk again when you have a plan to make it happen. Not before. Okay, basically, I said, do it right and you just have to because they’ll find a million reasons not to. Right? So So that is my sales compensation story. So, um, you have to sometimes sometimes you and sometimes in that conversation on metrics. By the way, what they’re really saying is it’s not automated. They’re saying it’s not automated. It’s

[00:36:22.41] spk_1:
gonna be hard for us to achieve it hard for us to measure it. Not impossible. It’s just it’s just hard.

[00:36:54.13] spk_0:
And this is another little thing that I’ve learned. Some of the people who work for me called these patriotism is, but, um, if you want to get something automated, make people do it manually. You know they’ll find a way to automated, and it has the benefit of automating it correctly, because if they start out with automation. They don’t really know what they want yet, right? They don’t know the ins and outs of what they’re doing, so yeah, Okay.

[00:36:55.53] spk_1:
You say the number one resource number one job of a chief executive is resource allocation. We

[00:37:03.09] spk_0:
were touching on this

[00:37:28.03] spk_1:
before moving things away from what you don’t want to be and into what you do want to be. What else? What else? You know, again, You’re moving people. Now, this is This is some of that change Some people are gonna be into, uh, you know, whatever different team, a different activity, a different way of doing their old activity. That’s more of the change. So, you know, we talked. We talked something about that. But what? What’s your advice around Moving resources around?

[00:39:22.02] spk_0:
Well, I think look, resource allocation is fundamentally getting the right people number one and the right number of people number two. And this can be very tricky, especially with new what I’ll call new growth initiatives to the company. So in all three companies, we expanded globally, right? So we didn’t have anybody, so we had to get the right people in each country a long way away. to to do this correctly. We needed the right number of people in each of those countries, so expanding globally is one way. But another way might be to expand in non profit terms. Expand your services right? Say, I don’t want to do just this. I can also do this while I have the client in front of me so I can do even more good for the client by expanding my services as well. Do you have anybody in your organization who understands that new service the way they need to? Right. And if not, you need to go outside the organization. Do you have the right number of people to expand that new service? Okay, do I have the right number of people offering the current service? Because there’s a you know, it’s a it’s a little bit of a hill, and then and then it flattens out after there’s a peak and then a flattened out thing. When you introduce something new, so you maybe you may have introduced a new service three years ago, and you may still be staffed at your peak, and you don’t need to be right. You could reallocate some of those resources, Um, to the new service. These are the key discussions. You have to have the big one for me. Did we We talked about believing in the plan?

[00:39:25.48] spk_1:
Yeah. Yeah, that’s wrapped up in that. If you’re going to move, Yeah. So resources around you got to believe in what you’re moving them toward,

[00:41:23.31] spk_0:
right? You just have to believe that that plan is going to work, right? And then you’ll be willing to commit, Um, you know, take, take another example. Um, this is a So you’re a nonprofit and you decide the development is critical to you. Okay, let’s say you’re a small educational facility, and you just gotta build the endowment, right? Or, you know, what’s happening to small private schools is going to happen to you. You’re not going to have the funds to build out the right buildings, etcetera. So you’ve got to build the endowment, and your three year plan is to add $10 million for the endowment, right? And look, you’ve had this development guy. He knows everybody, but it hasn’t really grown anything in years. Okay. All right. So you you decide. Okay. Well, maybe I move him someplace Maybe he’s going to retire. Maybe I just need a new development person, okay? And he’s got to go away. Fine. You go out to get the new development person and and you say, Well, I don’t want to spend more than $50,000 a year on this person, right? And somebody who’s 75,000 comes along right, but at a much higher skill set. No, I didn’t say 150,000, but 75,000? Well, you ought to do the work rather than just say that we’re all about saving money because we’re trying to help our clients. You ought to do the work to say, What would what would this guy get me that the other guy wouldn’t get? Me and I And how quickly will I get that $25,000 a year back, right? I mean, you know, it can’t always be about being the lowest cost provider of these services. You may well find that if if you hire and spend that extra 25,000, you’re going to grow your endowment by even more right and you’ll be able to provide even more dormitories or even better, etcetera. etcetera,

[00:41:42.91] spk_1:
and this goes back again, believing in the plan. And if, and as you said earlier, you said early on, if you don’t have the money for the plan, then then you haven’t thought through your plan adequately because you you picked an aspirational plan that you can’t afford to execute. And you can’t even do the fundraising to raise the extra money because it’s too astronomical. So you’ve got the wrong plan.

[00:42:43.70] spk_0:
That’s exactly right. That’s exactly right. You know where this comes up. A lot is in building buildings. It’s almost always the case that that, you know, you think a building costs less than what it’s going to cost. And it actually you think it will deliver less value than it actually delivers, right? Certain buildings. I mean, you know, if you’re building an administration building right but a new SportsCenter on a at a boarding school or a or a conference center at a place like the Trinity School for Ministry, these things these things are going to have much more impact and what you’re projecting, So think about them carefully and take the risk. I think the risk

[00:45:56.79] spk_1:
it’s time for Tony, take two podcast Pleasantries. You remember those? The podcast audience? Oh, my, uh, so loyal. Um, you’ve been If you’ve been listening for a while, you’ll remember that I used to do live listener love affiliate affections and podcast pleasantries. Well, the first of those two go away was the affiliate affections. When I ended the affiliate program, that was, uh, we had a family of, uh, about 15, maybe 20 am and FM stations throughout the country that we’re carrying non profit radio and there’s weekly schedules, but it wasn’t really scaling. And it constrained us in terms of how exactly minutes and seconds how long a show needed to be. So I ended that and the live audience, the live listener love. You know, that ended with the pandemic. I no longer go to the New York City studio no longer with Sam. Sam is still there at and y. You know, talk talk radio dot N y c. That’s him. That’s that’s that network talk radio dot N.Y.C.. It’s talking alternative, so Sam is still there. But I ended with him because of the pandemic. So of course, no more live listener love. And now working through Zoom and audacity. It’s the podcast audience. The pleasantries go out, you’re you’re the last remaining audience. When I If I cast you off, that’s the, uh, what do you call a podcast so that nobody listens to a guy talking to himself in a closet? A guy whispering to himself. Um, now So the pleasantries go out. The pleasantries remain. The podcast pleasantries. Whatever time you’re listening, however we fit. Whether you’re painting your house, doing the dishes, commuting, there’s less commuting going on. I realized that, but there’s still some commuting going on. Maybe you’re driving to, uh, you’re driving to the store. Who knows? However, non profit radio fits into your schedule. Maybe binge watching binge listening on Sundays. Who knows, However, it fits in. The pleasantries go out to you are loyal podcast audience still there over 13,000 each week. Pleasantries, pleasantries to you podcaster, podcast, listener pleasantries. And that is Tony’s Take two we’ve got but loads or boo coo. That’s what we’ve got. We’ve got Boo Koo, but loads more time for leadership for strategic execution with Joe pager and communications, you already said, speaking an eighth grade level. I guess this is another plagiarism about the number of times you should communicate and how many people are going to reach.

[00:46:32.58] spk_0:
Yeah. So, uh, yeah, if you want to reach people, communicate four times as much as you think you need to and you’ll get to half the people you hoped. So just I I cannot stress it enough like consistency. Eighth grade level, frequency walk, you know, walk the talk. Just listen. The people are going to deliver the plant. You’ve just got to change them as

[00:46:47.08] spk_1:
the work is getting done. You know, now you’re looking over everybody’s shoulders. You’re talking about a 400 person organization. Okay, If it’s a four or eight person organization, the work is still getting done. While the CEO is not looking right there off somewhere,

[00:47:05.68] spk_0:
that’s and that’s another. I’m glad you brought that up. That is another very important part of communication. I’ll do it in an engineering way for you. Okay. Engineers, software engineers particularly, you know, they work in the dark and they work late at night, and they work alone,

[00:47:24.58] spk_1:
like the nerds that we knew at Carnegie Mellon. You get either one of us was in computer science, but we we saw them that in the winter they were walking barefoot or in flip flops. They’re always there. Always a couple of steps out of sync. But, you know, they’re They’re now leading professors at M I T. Or their founders of Google or Amazon from the 19 eighties. Yeah, they

[00:47:55.28] spk_0:
prefer to work alone. They prefer to work in the dark. Okay, great. That’s an over generalization. All my software friends. But you probably agree the so and their programming. They’re building your product, right? So now how do you guide their innovation? They’re making decisions alone in the dark at 3 a.m. In the morning.

[00:47:56.73] spk_1:
Yeah,

[00:50:01.16] spk_0:
well, how do you guide their decision? Well, it’s gonna be It’s gonna come down to two. Did I give them a vision that they can work with him, right. So book activates. Satisfied? Right? I said satisfy. Right. And we’ve had discussions. So with book activates satisfy, you might, you might hold after you announce the grand theme, you might hold a session just on book just on activate. Just unsatisfied, right to explore it an even greater depth. Eventually, this this guy figures out because we’re talking about satisfying so much right that when a client using his software puts the wrong inventory in or when the inventory isn’t up to date, the software doesn’t work as well, and it doesn’t create as much value as the customer would like. And he comes up with a way to automatically grab their in their inventory at 3 a.m. When no one else is around. But he wouldn’t have known him. If you hadn’t have done all that work communicating right, he might have come up with a way to make it cost less right, which might have been welcome. Might be welcome. When you’re growing a company, I never worry about the cost. It’s like if the growth plans work, the cost will never catch up. All right, we’ll be growing too fast. So you know, that’s that’s the difference is what are these people thinking when they’re on the front line and a nonprofit example? Right? Let’s say you’re a food bank that wants to work more with partnerships, okay? And your local church has a has a food bank that could partner with the big food bank. Right? Um, but you know that in that food bank, the intention of forming those partnerships is to reach people. You’re not currently reaching right, which is very different than an intent of to reach people more effectively using a local organization more efficiently, right?

[00:50:06.06] spk_1:
Yeah. You’re talking about a new market.

[00:50:34.86] spk_0:
Yeah. Those are the two reasons you might do it. Well, if you’re if you know this person who runs a food bank at your church, you can you would now ask them. Well, who are you reaching and see if you know it’s the same person already, right? Or etcetera, etcetera. So you can make a more intelligent decision at your level because you understand the vision, the strategy, what’s important, what’s being measured. And it’s going over and over and over again. Yeah, yeah.

[00:50:48.86] spk_1:
Let’s talk about holding individuals accountable through the review. Um, looking at the challenges that they’re facing, what their personal plans are. Let’s talk about that whole accountability review.

[00:52:23.45] spk_0:
So, um, couple of things one As the leader, you must be personally involved in the review and in the details, and you must personally know the progress that’s being made. Okay, Um, so you need to establish the metrics. Well, first of all, you need to do this in a regular timing kind of way. So you need a cadence What I would call a management cadence. Now, with each initiative, there’s a couple of choices you could decide I’m going to meet Weekly. All right, so now you have a weekly meeting, that sort of independent of the nature of the initiative. But weekly, we’re getting together and we’re talking about it. Okay, that’s that’s one way to do it. And for some initiatives, that’s really good. Other initiatives are a little bit weirder ago, right? Some actions like the first actions might take a week. The next action might take a month, right? For two months. So you might want to have meeting the first week and the meeting the next week to make sure you did everything from the first week. You might want to delay it for another three weeks. So there’s something needy in the meeting. Right? Something’s changed. Now, Um, I believe that, uh um I have so many quotes from this. This guy I used to work with, Um, but one of them was personal embarrassment. Is that the number one driver of human behavior now we should not abuse

[00:52:25.31] spk_1:
that management by fear

[00:53:46.15] spk_0:
we should not have embarrassment. But another way, if you flip that to the positive personal recognition is also the number one driver of human behavior. So I believe in team meetings with everybody is involved. All right, so that we can look at the metrics. What are the results? Okay, those are the results. That’s five minutes. All right. Next most important question is on this initiative. Last week, we said we were gonna do this. This and this last meeting. We said we’re gonna do this, this and this. We’re gonna go around the room. Did you do it? That’s the first question. Yes or no? Okay. Yes or no? I also have this page tourism that we are not trying to be. Washington here. We are not trying to create a culture of blame. Okay? Because it’s useless. And you can see that, right? The You know, we’re not just trying to figure out who the millennium? No, we’re trying to understand, So if you didn’t do it, just say you didn’t do it. Now, if you didn’t do it for six weeks, you’re You know, I never yelled and I never saw in any meetings. But I’ve been told that I could make the air feel very heavy. So a little bit of tension is a good thing for the whole team. And if the person continues to not deliver, well, then it’s a private conversation. You’re

[00:53:50.07] spk_1:
going to have that conversation,

[00:54:01.84] spk_0:
but it really isn’t it much better for them to feel accountable in front of the team and just accountable to you, right and and like and have the teams say, Come on, we gotta get this done.

[00:54:44.54] spk_1:
Yeah, yeah, I can see your part that’s going to bring a team together If if folks are folks are willing to open up and say, you know, we’re not on radio so I can say no, I fucked up. I just I told you two weeks ago this was a priority, and I haven’t made it a priority and and I will in the next two weeks. You know, if somebody I think if somebody can say that openly to their to their to their CEO and to their team, maybe even more more so to the team, then you know, then there’s Then there’s that. Then it is a team, okay? This guy didn’t pull his weight. She come a little short. We can, you know, next week. It might be me, but it’s an environment that that supports us and isn’t beating us down now. But you like, you know, you say if it’s six months or you know, whatever you know, then then we have to go a different

[00:54:53.97] spk_0:
strategy. But

[00:54:55.41] spk_1:
that can bring a team together. That kind of opened this. I think

[00:57:37.23] spk_0:
you You are 100% correct, and the rest of the team appreciates it. Right? So another important part of this cadence meeting is that you set the example for this. That you’re you’re inquisitive. You want to understand the problem. You want to help. You’re not there to go. You didn’t do it. I move you to this side of my ledger. When you do it, you go back to the other side. No, I mean, that’s fine. And then the other thing that’s popular today is the stand up meeting. We’re going to do this all in five minutes. Yeah, you know, do you You don’t understand anything in five minutes. That’s appropriate for some meetings, but on this. What you’re trying to find out is what’s holding me back. If you’re If you’re leading an organization like I was leaving, we’re If the company didn’t grow, it was me. I was done right? You very quickly. If you have half a brain at all, you’re walking around every day trying to figure out what’s what’s going to prevent you from growing. Okay, that’s all you care about, right? You’re like and every issue a people issue, customer issue operations issue, it all gets reduced to. Is it going to prevent me from making my plan? And if it is, how are we going to solve it quickly so that it accelerates me towards that plan? Right. Um so So that’s that’s what you want, Everybody. You want everybody understanding your behavior and your questions in those terms and that we’re all on the same team trying to do this and what happens is you’re right. The team gels the people who people want to finish by the meeting. You have to have the meetings that are forcing function people most of their work the night before the meeting. That’s okay with me. Okay? Right. And yeah, you keep them open. And let me tell you the people you have all kinds of levels of people in this meeting. Anyone who can affect this is in this meeting. Okay? And what happens over time if you set the right example? Number one, the people at the bottom will come to you. And they say I so appreciate being in that meeting with you and watching you think through these problems. Mm hmm. Your direct reports. The people report directly to you that those people report to They’ll start jumping into the meeting, doing the same thing. So so And so, Joe Joe down at a low level, says I tried to get it done, but I couldn’t. Because of this. Right? In the first meeting, I’ll go. Okay. Well, how are we going to fix that? In the third or fourth meeting? The person who reports to me will go Joe right after this meeting, come to see me. We’re going to fix that. And now I’m now I’m not on cruise control, but we’re all together. We’re all together, just trying to make this happen.

[00:57:48.53] spk_1:
Not all plans are gonna work, right?

[00:58:53.72] spk_0:
No, no, Absolutely not. I’m telling you that, uh, tell you two things. One. I never walked into a company and said, You doofus, is you didn’t know you should be doing this. Never, never found, never walked in and created a new plan. Okay, what I did was I walked in, Um, and there’s this guy can itchy. Oh, my is a Japanese guy who wrote something called the Mind of the Strategist. And I’d look at the situation and I try to break it into pieces, okay into the logical pieces and then work on each piece to see how I could make it better and then put them back together. Not all of them came back together. Some we put to the side others we made. In any case, that’s a little bit material. But the the plans that we followed always existed in the business before I got there. But with some modifications, we you know, we have adopt them with some modifications, and then we’d execute.

[00:58:55.82] spk_1:
But you think the plans were already there?

[00:58:57.82] spk_0:
Sure. The ideas were already there. The idea of the middle

[00:59:00.49] spk_1:
step middle step wasn’t getting done. The execution

[01:00:23.51] spk_0:
first company I went to had a product that they were going to introduce that they’ve been talking about for five years. We introduced it in 13 months. I sat in the music, we had to introduce it. We had we had a new market we wanted to enter, and they they just went round and round and round on whether it was the right market to enter. You can always find a reason not to do something. It’s a lot easier to find reasons not to do something than it is to find reasons to. There’s almost this, Uh, there’s almost this mindset like, Well, we got to find something that no one in the industry has ever thought of. Well, that’s Yeah, good luck with that. That this never happens, right? No, you got to execute better than other company. So, you know, we had this market we wanted to enter, and everybody was disproving why we could enter it. And at some point I just said, No, I think we can do it. Let’s try it and we went after it. And that company is thriving in that market today. Alright, the last software company that I ran. Same thing. There’s a new market. We went after it. We’re leading in it right now, right? Um, but it was an idea that had been around forever. There was another market to where they actually convinced themselves there was no way to make any money in it. And we will. It’s that it’s

[01:00:38.01] spk_1:
avoiding that scarcity mentality and that, you know, it’s a focus on how we can, instead of why we can’t because it is always easier, much, much easier to find reasons why you can’t do something to evaluating and execute on a plan to do something. So I always say, Let’s look at how we can instead of why we can’t

[01:01:23.11] spk_0:
that that market that’s an interesting one, that market. I won’t tell you to many of the details because it’s active right now. But it’s about half of their new business right now. Okay? And and I had to move 30% of the engineering resources in that company to focus on that new market, and they were already booked, you know, they would have told you they’re booked 150% alright. So and did some things fall off the table and the status quo? You bet they did. We lived with it. We found ways around it, right? I mean, that’s But that’s the point where you see as the leader, I can’t walk away and say Figure it

[01:01:23.90] spk_1:
out. Well, that’s the belief in the plan.

[01:02:06.20] spk_0:
I’ve got to be part of the team that figures it out, right? Yes. I’m still the leader. I’m not. I’m not coming up with the solutions, but I’m asking the questions. Right. What can we do? How can we do? Tell me what we could, you know. Okay. Well, I moved. Oh, I moved 35 people over there, and you need one of them back, or you can’t get this done. So what you’re telling me? Yeah. Move them this afternoon. You know, I moved 35. Guess where I got that number? Yeah. You know, out of the air. Right. But but in some companies, that question never get out. Joe moved. Joe moved them. Can’t move them back. Okay.

[01:03:34.60] spk_1:
All right, Joe. Thank you, Joe. Pager. A reminder that Joe pager is available to consult with your non profit on everything we talked about. Strategic execution change management, leadership, fraternity, pledge training. You can reach him on LinkedIn. Remember, it’s P A J E r. Joe. Thank you very much. Good to have this conversation. You shared some excellent ideas. Appreciate your wisdom. Thanks a lot. Thank you. Thank you for having me. Pleasure. Next week, corporate funding. If you missed any part of this week’s show, I beseech you find it at tony-martignetti dot com. We’re sponsored by turning 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 Steiner. Thank you for that information. Scotty, you’re with me next week for nonprofit radio. Big non profit ideas for the other 95% Go out and be great. Mm hmm. Mhm. Yeah.