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Nonprofit Radio for May 6, 2016: Emotional Intelligence & Peer-to-Peer Tips

Big Nonprofit Ideas for the Other 95%

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My Guests:

Monisha Kapila: Emotional Intelligence

Monisha Kapila is founder & CEO of ProInspire. She shares why EI is important and underrated. What steps you can take to become more aware of yourself and others, and how awareness will lead you to better working relationships.

 

 

Mike Wuebben: Peer-to-Peer Tips

Mike Wuebben is chief product strategist for Crowdster. He’s got lots of ideas to raise more money in your next crowdfunded campaign.

 

 


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Hello and welcome to tony martignetti non-profit radio big non-profit ideas for the other ninety five percent. I’m your aptly named host. We have a listener of the week, meg hoffman in boston, massachusetts she’s at non-profit underscore meg and she tweeted getting ready for the week ahead, listening to tony martignetti on my way to work hashtag in the zone hashtag non-profit hash tag listen, learn do hashtag non-profit excellence meg hashtag thank you for taking hashtag non-profit radio with you. Meg huffman hashtag congratulations on being our listener of the week thanks so much for loving non-profit radio oh, i’m glad you’re with me. I’d be thrown in tow hashimoto’s thyroid itis if you thought i was immune to the idea that you missed today’s show emotional intelligence monisha capella is founder and ceo of proinspire she shares why i is important and underrated what steps you can take to become more aware of yourself and others and how that awareness will lead you to better working relationships and peer-to-peer tips. Mike weapon is chief product strategist for crowdster he’s got lots of ideas to raise more money in your next crowdfunded campaign on tony’s take two you gotta answer planned e-giving questions we’re sponsored by pursuing full service fund-raising data driven and technology enabled, you’ll raise more money pursuant dot com, also by crowdster online and mobile fund-raising software for non-profits now with apple pay for mobile donations. Crowdster dot com i’m very pleased to welcome monisha ca piela she is founder and ceo of proinspire helping individuals and organizations achieve their potential for social impact, she’s worked with the likes of care and the clinton foundation. In january. She was one of the chronicle of philanthropy is forty under forty she’s at monisha ca piela that’s, k p i l a and proinspire is at proinspire dot or ge and at proinspire monisha ca piela welcome to non-profit radio. Thanks, tony it’s a pleasure to have you tell us about proinspire what ura non-profit yourself. What do you what you doing there? Yes. Prospers and non-profit. We’re focused on developing leaders at all levels for the nonprofit sector and we run a number of programs to help non-profits and foundations develop people through recruiting, training, coaching and professional development. And one of those programs is the is managing for success. Yes, managing for success is one. Of our flagship programs, we started it in twenty thirteen. It really came from some things that we had seen around the lack of support for managers in the nonprofit sector there’s a lot of training in leadership development for people on the stage, but there’s a big gap of people are rising in their careers, and we heard from a number of e d s that they felt like this was an area where they wanted to support their rising leaders, but they didn’t have the capacity to do it. So we worked any casey foundation to create a program that focus on the key competencies. Managers need to be successful at managing people on project and built this program around that yeah, you have ah very interesting survey of non-profit managers that says fifty percent feel they lack the skills that they need to be effective. Yes, when we were designing the program, we survey people who had management responsibility in the sector and were really surprised to see how many felt like they weren’t being set up for success and shared some of the areas they felt like they needed most support, including things like delegation gold. Setting managing people and that’s what really shaped the modules that we have in the program? This is a disaster. I think half field there, they’re not adequately skilled for for leading our social change sector. Yeah, you know, i think it’s symptomatic of how most non-profits actually develop people, which is they don’t really have resources to strategically support them. Typically someone is performing well and they’ll be promoted and given more responsibility but not actually get the support they need to do that well. And as a sector, we don’t actually think about management as a responsibility. So it’s not like people are getting evaluated on how well they’re managing other’s, they’re typically getting evaluated on how well they’re fund-raising how they’re running programs. So we haven’t done a very good job of building a culture around managing people or investing the resources to help people do that. Well, yeah, no kidding. I mean, i’m typically a glass half full thinker, but being exactly half empty. And this is, i think, that’s for i think it’s really bad. Uh, it’s agree? I think it was actually kind of scary if you think about how are we ensuring that? Organizations are doing their best work, and that means ensuring that people can reach their potential to do it. So i agree, i think the good news is that a lot of non-profit leaders are starting to recognize it and wanting teo invest more and developing people, and actually, a number of foundations are thinking about what their role is around supporting the sector as well. Well, year was that non-profit managerssurvey that was in twenty thirteen all right, it’s pretty recent in terms of fifty percent think the more recent research has come out from bridge span around what they’re calling the non-profit leadership development deficit really hitting on the same pieces? Yeah, do you know if it’s still equivalent fifty percent saying they didn’t look specifically at this peace? But they looked at what’s happening at the senior levels around succession planning and found a huge gap as faras what percentage of leaders were coming from within organizations versus coming from outside and best management practices that you ideally want toby cultivating leaders from within because they’re most likely to be successful on they found pretty poor numbers from the nonprofit sector overall and a cross eyes of organizations as faras how organizations were doing around developing leaders. We’ve had guests on talking about succession planning and really it’s it’s, a part of risk management. You know, you’re you’re ceo could depart or die, you know, at any moment. And what do you doing to bring people along into that role? Yeah, but risk-alternatives yeah, and i think it’s also at all levels because succession planning is for the ceo is also for the people who are doing fund-raising and programs, and we work with a lot of young leaders who feel like no one’s thinking about what their career path is that if we’re actually doing succession planning well, you’re thinking about that all the way down to the most junior levels of staff car we have just about two minutes before a break so let’s just sort of ah, touch the surface of the the emotional intelligence topic, and then we’ll have plenty of time after this break. What do you what are we talking about? Emotional intelligence? Yeah, so emotional intelligence is part of what we consider managing yourself and emotional intelligence is your ability to recognise and understand emotions both in yourself and those around you it’s different than i. Q so emotion intelligences refer to his e q q is your cognitive intelligence, but we’ve often heard us were kids ondas different than personality, which is your style? I cubine personally don’t change over time. The great thing about you is that it can be learned and developed over. Time and we think it’s really important to people success there’s actually been aa lot of research that shone that ninety percent of top performers have high i q and it’s responsible for almost sixty percent of your job performance. If you think about the work we do in the nonprofit sector, how much of it is people based that having really strong kiku is critical to ensuring that leaders are doing the best bacon? Well, it’s encouraging that your your emotional quotient can change over time, you can improve it. Yes, and part of what we see is actually, people don’t even know what you is, and so by breaking it down, it helps them think about where they’re doing well and where they can grow and put some steps towards that. Yeah, for sure, okay, we’re gonna talk about some of those steps, let’s go out for a break, and when we come back, monisha and i will continue to talk on so talking about emotional intelligence, stay with us, you’re tuned to non-profit radio tony martignetti also hosts a podcast for the chronicle of philanthropy fund-raising fundamentals is a quick ten minute burst of fund-raising insights published. Once a month, tony’s guests are expert in crowdfunding, mobile giving event fund-raising direct mail and donor cultivation. Really, all the fund-raising issues that make you wonder, am i doing this right? Is there a better way there is? Find the fund-raising fundamentals archive it. Tony martignetti dot com that’s marketmesuite n e t t i remember there’s, a g before the end, thousands of listeners have subscribed on itunes. You can also learn maura, the chronicle website, philanthropy dot com fund-raising fundamentals, the better way. Welcome back to big non-profit ideas for the other ninety five percent. Monisha capella and i talking about emotional intelligence and you’re, you’re too emotional quotient. But it’s emotional caution, right, not emotion, question emotional, okay, otherwise you could have, like, a little rhyme, emotion, kwo, shen emotion to caution. Okay, all right, so this is our is you. Were you saying before the break? This is a very important sixty percent of our success is based on disability, too recognize and and manage emotions for ourselves and recognize them within others. Yeah. Okay. That’s. All right. That’s, that’s substantial. Now, it’s. Too bad we can’t manage the emotions of others. Can we? Can we? Well, i think one of the reasons why it is so important is if you actually understand other’s emotions, it could make you better at managing them. So there’s really four dimensions of emotional intelligence and to those are about awareness, so awareness of yourself, self awareness is being able to understand your own emotions in the moment. And, you know, what are some of your tendency? So knowing when you’re frustrated, angry, and what are some things that typically happen when you are feeling that way? There’s also a social awareness which is able to understand what our other people’s emotions on dh perceiving how they’re thinking and feeling. So those air to the components, which is really about awareness and two components you’re about management. So self management once you actually are aware of your emotions, then how do you manage them? And relationship management is about others. So once you’re aware of other people’s emotions, how do you use that to help manage interaction successfully? So, you know, as you asked, can you manage other people’s emotions? If you’re effective at social awareness and relationship management, you can can actually manage the situation where people’s emotions could come up. Okay? All right, so this awareness is huge. All right? So, it’s, basically, i think i’ll have a quick example could be even be, for example, a team meeting that you’re in and maybe there’s some bad news that’s being discussed, social awareness, taking up on how people are feeling about that, um, and relationship management would be, how are you managing those interactions? Relationship management isn’t just in the meeting, it could be actually before the meeting, if you know there’s someone who’s going teo really take this news in a deep way, actually sitting down with them beforehand so that they’re more prepared for the discussion. So what? We’re essentially talking about being aware of yourself and managing yourself and being aware of others and managing your relationships with others? Exactly, which is why why? It’s such an important part of how people do work because our work is all about ourselves and other people. And that’s why emotional intelligence is seen in such an important factor that now i could see that. You know, anger is a pretty easy one two gauge in myself in me on brothers. I mean, your flesh, your face gets flushed, your heart rate increases you probably your breathing starts getting heavy, so and you can see that in others, but but other other emotions, like empathy or sorrow and, you know you can you can see this in other people. Yeah, you can. I may. I think about sort of five core emotions that people can have. You mentioned anger, some of the other ones air happiness, sadness, being afraid or being ashamed. Those air kind of five key emotions and those air one that knowing in yourself when those air coming up and knowing those and others and there may be a spectrum of what that may look like. But it will help you manage situations better. Good. Interesting awareness is all critical. Now you got any otomi at one thing that research shows only thirty six. Percent of people can identify their emotions as they happen, so angers one that sometimes a physical ways that’s showing up, i can help people identify it, but actually it’s surprising that people really often aren’t in touch with their own emotions. Really. Now i feel okay, i feel like i’m in the thirty six percent, but everybody can’t but everybody, yeah, but everybody feels a bit. Does everybody think they can like one hundred percent think they’re in the thirty six percent? Uh, well, we find a spectrum even when we have people do self assessment around emotional intelligence, i think there’s actually some awareness around people on their gaps around that. So even in the self assessment, people will reveal that there are areas they feel like they’re aren’t doing as well around knowing their emotions or those of others. Okay, all right, so maybe i have a shot of being in the thirty six now, talking about now, managing emotions that’s different that’s, that’s different i’m saying where i think i’m aware, but management no, you have to ask my friends and, uh, and my wife, i think there’ll be much better. Judges, um, do you have any, uh, i need any good little stories about how people who have gone through the program managing for success and ah, you know, have reported back that they handled a situation much better than they feel they would have before they had become aware of their cue and this empathy with others. Yeah, we actually hear back from our love neither emotional intelligence is one of the areas that sticks with them the most, even one to two years after they go through our program. I think part of that is it’s a new concept, so many people haven’t had exposure to it, and they often don’t have time to really refer flecked on emotions and how it impacts on at work. So we hear from alumni that this shows up in a delegation and managing people, for example, someone not meeting expectations or doing work the way they would want one sort of having the self awareness to understand how that’s making them feel, and then also being able to manage themselves around, um, you know, taking time, tio pause before going to have a conversation, um and really preparing for what that might look like so that they’re not showing up in a way that would create some tension with the person that they’re trying to meet with s oh, there is so taken, give yourself a time out. Yeah, i mean, if you think about, like, good tips on self management, they’re things that i often use with my three and five year old so count to ten or pause and breeze are some of the really simple ways that you could manage your emotions, there’s a lot of research even out there that you’ve probably seen like you actually need to sleep well to be better at managing your emotions, um, and making space for time tio problem solved and thinks that you’re not feeling like you’re always running from place to place. We’ll give you more space to actually manage your own emotions. Now, if you’re using this with your three and five year old saying this, this is appropriate in the workplace also. Oh, absolutely, i mean, i think what they’re finding is that emotion, intelligence matters everywhere even schools are introducing this, but in the workplace, there’s been a big movement and the leadership development field to really make emotional intelligence more. Central so we’ve seen a lot of non-profits who are starting to introduce this as a competency for everyone in there, i don’t know is this commentary on the state of non-profit staff, if the same strategies apply for three and five year olds that apply for adult workers in the office, were what telling what you’re telling us? I don’t think it’s unique to non-profits so that’s the one thing i’ll say, we see this across people and eddie sector, um, but i think it is a state of how, as a society, we viewed emotions as kind of historically not something that you talked about at work and now or at school and now really recognizing that it is so into girl to the work we dio um, you know, if you think about when you’re working with teams, um, there’s often a saying what’s the elephant in the room well, in order to diagnose that there’s an elephant, the room, you have to have a social awareness that people are feeling something that they’re not saying so it is important for us to start talking about those things. All right? To what degree, though, now if i’m in a one on one meeting with someone, and they’re feeling let’s not deal with anger, because that seems like a simple one. Shame you mentioned shame is ah, common emotion. Do i mention to them that it looks like you’re feeling shame and remorse over what we’re talking about? Do i express it explicitly or a maior? Is there some other method? Yeah, i think one of the great things you can do as a leader or a manager to help someone, um, increase their own self awareness is actually asking questions, so you could say, you know, i noticed that you seem off or i noticed that, um, in that discussion, you weren’t contributing like you normally d’oh. So i think noticing what’s visible to you and asking them to think about what are some of the emotions that might be underlying that, okay, so get them to try toe, be forthcoming about what, what they’re feeling basically, yeah, and one of the kind of thing that we have been saying, like, you know, what pushes your buttons so that’s, something that we assume in organization that you’re going to know, but typically when something pushes your buttons that’s getting at an emotional issue and so having that trust with your drugs report, tio, help them think about what’s pushing their buttons and then together, how can you problem solve what to do in those situations? Okay, s so let’s, go back to my hypothetical the one on one suppose the person is just not, you know, forthcoming, i mean, they don’t feel like talking about their emotions, they want to keep it factual and what they would call professional just, you know, give me the news that you wanted that you brought me in here to convey, and i really don’t feel like and i don’t know how do you feel like it’s any of your business? What i’m feeling about this conversation, but what do we do there? So i think emotional intelligence and having these conversations workplace do actually try to trust and part of what you want to do is make sure you’re building a trusting relationship with the people who work for you, and they may not feel safe. Teo talk about their emotions and how that’s showing up, so if they’re not ready for it, you obviously don’t want to push it. But you do want to make sure that you’re creating that trust and that safe environment, that you’re there to help them, to think through the challenges and, um and they become or where their emotions think about how you could manage those, you know, i could given example, a colleague of mine was not a call recently with someone that we work with, and it was a fairly challenging conversation. And so afterwards, you know, we sat down and she said, you know, i’d love to talk to you about how i can manage in those situations because i could just feel myself getting really tense by the conversation, and so i appreciate the fact that we had developed this trust that she was aware to notice these emotions, and then we’ve developed trust to actually sit down and think about, well, how can she manage in those situations? And what was your advice around that? How can we? So my advice was to be taken more objective position and those conversations not to feel like she’s being personally attacked if someone’s providing some criticism or feedback, um, and tio kind of go back to this idea well, you served take the feedback, but i know that you want to process it and then follow-up later as a way so that she’s not having teo immediately respond to things that are her emotional triggers. Okay, so that’s like taking a longer time out, give yourself space to let me let me come back to you. Let me let me come back at, you know, let me know. Let me get back to you. I understand what you’re looking for and let me let me come back in whatever you know, a couple days or something with yes. And i have i have a rule of thumb that if i’m feeling matter emotional and writing an e mail not to send it so you wait an hour or wait till the next day to send it and i think that’s a good rule of thumb that time out piece? Yeah. It’s hard. Yeah, i i think we’ve all been there. The emotional email is usually one that you regret or you know, to some varying degrees, but you don’t feel good about it five minutes after you press send. Yeah, so this is really a longer process in your workplace. Is establishing this safety of talking about emotions. It’s not you can’t just spring this on somebody at a, you know, again, my my hypothetical one on one meeting, let’s, let’s talk about how you’re feeling about how you’re feeling about this. I mean, this has to be a safe environment in the office through the long term. Well, and i think a lot of it depends on the relationship between the manager and the person who’s working with them, so building that trust and safety and that you’re really there to set that person up for success. And so, you know, that depends on the culture in the organization, but it also depends on that relationship that the two people have. I keep thinking about the office with first with ricky jove, eh? And then with steve carell, you know, they try so hard to be those touchy feely managers, and, of course, you know, it’s a disaster and it’s a hilarious but s o obviously not an example, teo, to follow their example of what not we’re not. Yeah. Okay. Um okay, so we still have some some time together. Um, you have some good we should wear. Our thing i was going to say, you know, we talked a lot about the awareness side, but i think the other piece around, um, relationship management and that’s, good, but a little, you know, like when you’re working with a direct report, and you’re sensing that they may have some emotions tied to something, um, i think, really, being open and curious, so asking questions, and, um, that kind of trust that can come from taking feedback. So maybe they want to give you feedback. Um, being kind of someone that people see is someone they can go to can have really help on the relationship management side. Yes, okay, so, again, what? Steve carell was aspiring to. He, you know, they wanted people to come to them, but it was always disaster. Okay, i’m sorry. I’m sorry, i’m going back to that. Okay, i i thought it was interesting. Now, so going back, i’m gonna go back to vermont. This thirty six percent people are ableto identify their emotions. All right, so, so sixty four cannot are you able, teo, change this in the managing for success program? Yes. So one of the things that we do in managing for sixty years, we have people take a self assessment to actually sort of rate themselves on these four key components and then develop strategies on what they can do. So the self awareness piece some of the strategies are actually, um, thinking about what pushes your buttons keeping a journal about your emotions also to start kind of seeking feedback, asking other people about things that they may notice when you know, as you mentioned, when you get mad it’s very visible and maybe asking other people, how do they know when you’re feeling mad the way it even area that its most important around knowing your own emotions is actually how do you handle stress? Because that is what oftentimes can be a challenge in the workplace. Ah, and sometimes that might be a physical piece. Look, when you have stress how you handle that so start tio, get in touch with that better let’s let’s look more into listening there’s so much talk about active listening and, you know, empathetic listening, what are your recommendations about being a good listen, er, that is so important around social awareness, so in order to actually help us understand yourself, understand other people’s emotions, a lot of it is listening and it’s listening for what i said, it’s also listening for what’s not said so what might be visible or where, you know, you may be leading a conversation and where no one has anything to say. Well, that’s what’s not being said, and i think by being a really good listener, you’re able to start picking up on those emotions behind what people are saying or not saying this is something that takes practice. I mean, it was hard for me to get away from thinking about my next question while the person was talking and i don’t mean on the show necessarily, but just in life, and i realized that i’m i’m thinking about that instead of focusing on what they’re saying that it takes practice, it does, and one of the things i’ve sort of doing is actually trying to minimize taking notes at meetings, because sometimes you get so caught up in this sort of technical piece of after write down everything and you’re not actually aware of what being talked about, so just reminding herself of, you know, what are the things that you fall back on to that might be limiting your ability to hear other people or toe be in touch with what’s happening? What goes into this journal that you suggested an emotion journal journals are so critical around managing self because we don’t really have time to process a lot of what goes on at work and the ways that you can keep a journal he can have, um, journal, just about your emotions and at the end of every day, reflecting back on where what were some of the emotions you have that day, and how did that show up? It will really increase your awareness of what those our emotions are and and help you start getting better at even, um, going deeper in them. So being able to think about i was angry, was i frustrated? Or was i enraged? What? That might look like, okay, last thing i want to leave us with cause we just have about a minute before we wrap up monisha um, if all this is going to be and well, if we’re going to do all this well, we have to be ableto accept negative feedback? Yes, that is a really important part of getting better at emotional intelligence. Um, is speaking feedback and really welcoming feedback, so that means that when people give you feedback, your first answer should not be a kn explanation of why something happened, but your first answer should just be thank you for the feedback. Ah, that could be a hard thing for people, but i’ve seen for the fellows have gone through our programs that just by changing that view around feedback and something that i want that could help me really can help them, uh, step up their ability to manage their emotions better. Monisha ca piela founder and ceo of proinspire they’re at proinspire dot organ at proinspire and she’s at monisha ca piela monisha thank you so much. Thanks, tony. My pleasure, mike. Weapon and peer-to-peer tips coming up first. Pursuant and crowdster pursuant, they have online tools to help you raise more money. They are ideal for small and midsize shops because you pick on ly the tools that you need for your size and your your donor base velocity is their tool that manages your fund-raising helping you reach goals and stay on time. Time versus goal, prospector, it minds your database for your highest priority potential donors. So you know where to focus your attention. Check them out at pursuing dot com mike weapon he’s here. He’s going to be a guest in a moment. He’s, the chief product strategist for crowdster so i’m going to give mike weapon a chance in that official capacity. What sets crowdster report, mike from other peer-to-peer site. Thank you, tony. Yeah, one of the biggest keys that were really focusing on is the digital wallet on apple pay android pay. How do we think about the future? So you don’t have to that’s where we are, you know, it’s no longer a world where people are pulling out their credit cards and typing it into their phone. No one wants to do that. It’s now there’s so many one touch solutions, you know, we’re putting together a suite of those one touch solution so you can take money anywhere from anyone at any time. Check them out. Crowdster dotcom. Thank you, mike. Weapon now, time for tony’s take two my video this week. You can’t let plant e-giving questions go unanswered. It’s another story from my client baruch college someone inquired about leaving the college in his will. We answered his questions and he added a gift to the college in his will. Simple charitable bequests. What happened at the organizations that didn’t answer his questions, the video and the story at tony martignetti dot com, and that is tony’s take two now let’s bring mike weapon in for a full conversation. He’s, an award winning digital strategist with over seventeen years, experience crafting online content. He had thirteen years as a digital journalist at cbs news, translating the likes of sixty minutes and cbs evening news into vibrant online stories. They need a digital marketing and awareness for autism speaks he’s now chief product strategist at crowdster mike weapon. Welcome to non-profit radio. Well, thank you for having me appreciate it. My pleasure. You’ve got some ideas around peer-to-peer crowdfunding. Well, just generally before we get into your tips, what is it generally that you feel non-profits aren’t getting right about peer-to-peer well, you know, that’s tough to say not to say that non-profits aren’t really getting it right somewhere, getting it right. The problem is it’s a moving target, what people want to do and how people are krauz co-branding really depends on, you know, you know, it’s, it starts to evan flow of what strategies work, you know, everyone got very excited about ice bucket challenge, and everyone started looking for the next ice bucket challenge, all right? But at some point, you have to decide that ship has sailed. I’d say what you have to do is stay on top of the trends, but also the real key is to is to is to focus on your volunteers and your key constituents, and those people are treat them like family because those that is your family and and listen to them, you know, you’re you’re insiders yeah, yeah, them what they want to do you have some strategies about doing that? Absolutely. Getting them onboarding early, et cetera. Okay, well, i mean, that sort of leads into one of the first ideas you have, which is no as much as you can about your constituents. Yeah, what we need to do there? Yeah, and now we have digital tools that you could do that with, you know, i’m sure most every non-profit larger, small has some sort of an email tool that they’re using a constant contact or something like that, understanding those responses, you know, dig into the analytics on those tools. A lot of people think, well, i get constant contact. I’m just gonna fire off a bunch of e mails, whatever tool you’re using, make sure you become a master of those analytics understand who’s coming back to you and what they’re saying, make sure you’re taking responses from those people and making marks and checks on those people. This these people are my hard core, you know, fundraisers for me, these people are really active at the end of the year, these people love tio attend a walk or or our five k, the annual five k these air my gala people make sure, you know, and you segment those people properly using whatever tools you have and then what? And then and then make sure your marketing something, you’ve got them segmented. Yeah. Then make sure your marketing them appropriately because, you know, you fire off one email, one missed email, right? And that turns into an unsubscribes great of, you know, two or three percent, you’re losing a chunk of people that you could have been marketing teo over the course of a year and year. Ares you know, you have to treat those relationships like gold. So so always guard against the misfire, right? Which is sending someone a mass on an e mail about hey, we need we need you to give right now when you already know that person just gave to you last week. All right? You have to know these things. Know how you’re communicating with all those right, it’s twenty sixteen. We can’t be just sending these yeah, e mails about every program to every person and whether you’re keeping whether your serum is a big, you know, massive sales force back in or whether you’re keeping it on a spreadsheet, how whatever your sizes you know, you have to know your constituents and know how your marketing to them. Okay, okay. On dh. Then how does that feed? Into our peer-to-peer campaign that we’re planning. Yeah, well, so there you have. So the real key is peer-to-peer you have to think about in the long term, so you’ve got people coming back. You have to start with what you did last year with those people, those people who are team captains, you need those team captains to come back that’s going to be your corps for the next year of your peer-to-peer so from last year, you need to have segmented them, flagged them, thie attributes of team captain? Yeah, and no and and treat them right, you know, send them those emails halfway through the year that says, hey, we recognize how much you did, and we want to send you the special award we want to send you, you know anything to recognize those individuals who are your top team team players. And also when you make an example of those people, you encourage others to join in and become those big team captains because there’s naturally going to be attrition. So you need to keep filling that filling that base off constituents feeding that pipeline? Yeah, on dh you mentioned, you know, sending them things. Or whatever. I mean, it doesn’t have to be anything expensive, and it could just be information like insider information. You’re special to us want to let you know that we’re watching a new program hyre two new, you know, hr part, you know, whatever insider information, but it doesn’t have to be expensive or time consuming to treat someone as an insider. Yeah, no, absolutely. And and so i work with a with a non-profit called mobius syndrome foundation. I have a son with moebius syndrome. It’s. An extremely rare condition. We’re talking, you know, maybe ten thousand people around the world that have this condition extremely rare. But it’s a tight knit community. Ah, it’s, a small organization. We just hired our first full time person. Right. So what are the real top people get right is we get a q and a with that with that person, right? You know how they how did they do it? Ah, i’m sorry. A conference call or yeah, but it’s actually, actually, she reached out. She reached out directly because it’s a small organization, you know? And it was that sort of that. That one on one relationship, right? Okay. Of reaching out to keep people in the community the advantage of small non-profits have you can do that one to one contact intimate. I could spend a half an hour getting to know you that large organizations don’t have the luxury of absolutely not even can really must write. You really have to. Ok? Because, you know and there’s, you know. And you have to remember that it’s a gray area between fund-raising an awareness, right? You have to merge those too. You know, if your organization has a big walker, a five k that’s, your big event, that event is not just about raising funds. It’s also about all those groups, all those families and individuals getting together and bonding, you know, it’s an experience, and you have to respect that experience. So that so askew got a q and a with the new development director. Is that right at that? Mobius that moby syndrome? Yeah. That’s. Magnificent. So you just you got an opportunity to talk to her, him or her for one on one? Absolutely. And what she did, which, you know, she reached out. And she knew that at the time i was working at autism speaks on dh. She was you know, she looked at my bio and said, hey, let’s talk what can we do together? Yeah, you know? All right. All right, lots of lessons there. I mean, whatthe small non-profit khun do how to be good to your insiders. Want to one face to face contact? Magnificent. All right, early on your first idea, we’re gonna run out of time. No, no, no. I never shortchanged non-profit radio. Um, you, uh you want to respect the funnel? Don’t get in the way when somebody wants to do something simple and force them somewhere. Yeah, so you know, often when you have the big fund-raising meeting, you know how often you have it at your organization. Chances are, especially if you start to bring in mohr say boardmember zor or top volunteers everyone’s going tohave an idea about how to fund-raising how you want to get people. Ah, how do you want to get people involved and how you can raise money, but remember that there has to be a level of simplicity for your average doner co-branded start to build out those digital tools. And here i’m talking about the digital funnel is make sure that as soon as you have someone committed to a donation, don’t get in the way just allow them to donate, keep your forms a simple as possible. This isn’t a good time to say hey, do you want to donate? Would you also like tio volunteer? Would you also like tio fund-raising you like to build a page at the same time? Just let them donate, get them to that complete that one cycle, then you can start to ask them questions on dh see how, how, how engaged they are, how much they want to be involved with the organization, but once you sort of have offered on action, take that action all the way through now. It’s not just donations also registration if someone wants to register for an event that you’re throwing, let them register, don’t hit them up for a donation mid sent mid mid process. Make sure that it’s laser focused with that single call to action. Now you’ll probably hear that in some other places, but i can’t stress it enough is that when that single call to action, whether it be through an e mail or through your website or through social media followed that was saying, make a single, ask and follow that single called action all the way through, similar to advice that we’ve had guests share on direct mail. The the ideal direct mail is a single purpose. It’s our annual or it’s our gala or it’s a planned e-giving mailing its single purpose. Yeah, absolutely. And this also ties into knowing your knowing your constituents because you, you know, you see what i see, the sort of the fallacy of the of the, uh of the marketing email is often ill. See, hey, you can get involved one of three ways you can either do you can either volunteer, you can register or you could just donate. You know you can’t give those people the option when you know when you know your constituents, you know, who’s has a propensity to give who has a propensity to be a volunteer and who has a propensity to register for that walk no those constituents and give them a single ask. And as you had said earlier, target on dh market to them, appropriately exact based on their history. All right. Ah, the fundraiser life cycle. We won’t say about the book that yeah, so, you know, this is the concept that you this is a long term relationship, you know, you know, i used to say when i was at autism speaks is, you know, we’re not selling soap here, you know, we’re selling, we’re not selling, you know, what we’re doing is we’re getting people to join, we want people to be involved, and this is a mission for us, you know, everything about what we dio has to be tied to the mission. So how are those people going to get involved? I don’t just want them to say, well, here is a donation, and you guys take it and run, and maybe i’ll see you in a couple of years. We want people to join in with the organization and think about how it fits in with their lifestyle. So a cz you get someone so that way, once you get someone into the fold of your organization, then you have set up so that you can allow them to grow inside of it. So ah, one way that we get a lot of constituents to some of the the non-profits we work with it, crowdster is, we start with, um, sororities, fraternities, right young people who are very active, they tend to show up. They tend to do a lot of social media. They hung over when they show up. Well, that’s, why we hold on, dave that’s later in the day, right? Nothing. No eight a m you know it have seven a m five k run that sunday morning, though. Ah, but, you know, get those once you have those people interested in in the in the organization, you know, in four years they’re going to be very different fundraisers for you. So once you get them in and keep them active, they’re showing up, but in four years, they’re going to have a good job and they’re going to be have more propensity to give or they, you know, a little later, they may have the kids and they may want to get their kids involved, you know, treat that donors if they’re going to be with you for a long time. Yeah, it’s just you know, is you have to understand is that you want to build a long term relationship, it’s much easier to keep a donor than thing to get a donor. Oh, for sure, but numerous guests of but i’m glad you grab repeated and it’s funny because they cost so much to acquire. Yeah, and i was thinking about when i was, you know, when i was a kid, my father was part of knights of columbus and they supported the special olympics. You know, we didn’t have any connection with any connection to special olympics, but my father loved sports. We loved watching track and field sports. He brought us a za kid. So that’s, something that i took with me and continue to do that type of giving back to the community to the to the special olympics community in high school is part of my confirmation process. You know, excellent. Eso, right? No personal connection other than your your dad introducing you and it’s just becoming sort of ah, family tradition. Yeah. Yeah. And the special effects is a great organization. As you know, you know of really including full community. You know, the great mission. Cool. Alright, the lifestyle. Yeah. And, you know, we get into psychosocial factors to then you have to recognize that, you know? So we start with the sorority, and then they’ve got a full time job, but maybe less, less time, because they’re in there in a high pressure job so less time. But they’ve got greater capacity to give, and then, as children come, maybe maybe depending on who stays at home, if anybody, maybe that person has a little more time, as could start to go to school. But before school age, they don’t, you know all those psycho social fact, and they may have mohr mohr, time, teo to join in, join in ah, events that are more family rented. Yeah, right, of course, including the family. Yeah, as your dad did with special olympics. Exactly. All right, let’s, go out for a break. We come back, mike, and i’m going to keep talking about his peer-to-peer tips. Stay with us. Like what you’re hearing a non-profit radio tony’s got more on youtube, you’ll find clips from stand up comedy tv spots and exclusive interviews catch guests like seth gordon. Craig newmark, the founder of craigslist marquis of eco enterprises, charles best from donors choose dot org’s aria finger, do something that or neo-sage levine from new york universities heimans center on philantech tony tweets to he finds the best content from the most knowledgeable, interesting people in and around non-profits to share on his stream. If you have valuable info, he wants to re tweet you during the show. You can join the conversation on twitter using hashtag non-profit radio twitter is an easy way to reach tony he’s at tony martignetti narasimhan t i g e n e t t i remember there’s a g before the end he hosts a podcast for the chronicle of philanthropy fund-raising fundamentals is a short monthly show devoted to getting over your fund-raising hartals just like non-profit radio, toni talks to leading thinkers, experts and cool people with great ideas. As one fan said, tony picks their brains and i don’t have to leave my office fund-raising fundamentals was recently dubbed the most helpful non-profit podcast you have ever heard. You can also join the conversation on facebook, where you can ask questions before or after the show. The guests were there, too. Get insider show alerts by email, tony tells you who’s on each week and always includes link so that you can contact guests directly. To sign up, visit the facebook page for tony martignetti dot com. Hi, this is claire meyerhoff from the plan giving agency. If you have big dreams but a small budget, you have a home at tony martignetti non-profit radio. Welcome back. I’m with mike webb in chief product strategist for crowdster and of course crowdster a sponsor happy to have them on the show with with value around your peer-to-peer fund-raising campaigns whether it’s going to be the first one of your next one howto improve these things and raise the money that you need you talk about do-it-yourself fund-raising yeah, yeah, what we call third party fund-raising or do-it-yourself fundraiser way you know, the idea there is that and this this khun lend itself to smaller organizations in particular, the organizations that don’t have sort of a core event or siri’s of events, walks or runs. This allows users to basically create a fundraising event around anything that’s of interest to them. So there may be people have a big bowling league. Ah, they can start a fund-raising ah event or siri’s of events on our platform on crowdster and and raise money for a particular organization. We also have are some even smaller organizations that create a whole platform for this. So if someone comes in and they developed templates for them, so it may be a birthday party, so wants to give their birthday someone wants. To throw a, you know, a wedding registry things like then, you know, our our platform takes it a little further than some of the others because it allows both the event and then the personal pages built off of that similar to some of the really big guys out in there, out in the space to really have that full so so user can come in and really build out a full fund-raising apparatus around a small event, some of the things that may be something the cheaper off the shelf products don’t teo and now, um, there has to be a balance between making this a simple process for the users, the donors on also for the team fundraisers, but then there has to be a degree of, you know, basic functions or maybe more than just basic. So we gotta we gotta balance between these, you know, if again not i don’t want to focus on crowdster but but if you’re evaluating sites, how do you decide if the balance is correct? He’s just based on what you think it ought to be? Or is there some kind of benchmark or something? Yeah, and that is how we’re gonna find the right site. That is the right balance. Yeah, and that is that that is a tough balance to make, you know, you you know what? We do a crowdster we have sort of a we have a very simple form you khun spent up a site in, you know, fifteen minutes, probably less. And then you can go into an advanced view and get a whole series of tools, you know, and and you have to again, if you know your constituents, if you know that core group of constituents that’ll help you in choosing a peer-to-peer fund-raising platform think about as you go and look at the tool. You know what? What are the key things that my constituents are asking before? Are they asking me for the ability to create teams? Are they asking me for the ability ability to donate in someone’s name? What of these? You know, one thing that, you know, i’ve discovered over the over the years of working with non-profits is there’s a very, very unique requirements around each individual organization, you know, they’re not all the same, they all have different fund-raising needs and that’s what i’d say. Look for a platform that’s as versatile as possible. Okay, okay. Um, the, you know, this is all about humans. This is all friends where we bring our networks in our friends are whether it’s, our teams or our family um, you want to make sure that the people who are fund-raising for you have enough say in in in the pitches sight and in the asking their message can come through personally, yeah, absolutely. And that should be tied. That should be a core, a core factor in whatever platform you choose but also a core factor in your social strategy. If no one’s people are going to give to a human face that if if you’re organization is around a certain medical condition, they’re going to give to people who have been affected by that condition, they’re not necessarily going to be you’re not going to give two x y z foundation or x y z society, right? They want to give to that individual they want to give to the person they know and that’s really the key is that so then make sure that your platform is telling their story, allowing them to tell their story. Allowing them to tell their story, you’re making it really easy for them to tell their own story, you know, are you allowing them to put up video? Are you allowing them to social share very easily? Are you allowing them to write two paragraphs and in bed photos? You no photos? Just, you know, photo cell, how many photos are you allowing them to put up? You know, are you letting them put in, like, a photo carousel that that people can click through and see sort of a progression of a child with a certain condition that may be, you know, something they live with over many years and progress through? Yeah, you had said earlier, you know, knowing your constituency in terms of what functionality versus simplicity you need, it could be just a simple is asking some of those key volunteers that the team captains, you know, what’s what’s important to you. I don’t know if it’s a survey or if it’s a face-to-face or however you but, you know, solicit the input of those key players as toe what they want. Yeah, absolutely. And that brings it all full circle, right? You’ve got to really get those people involved on dh. They’ll tell you what they want, and we did a lot of this. We did. A lot of this is all you got to ask. Yeah, yeah, we did a lot of this. That autism speaks where we had some real key people in different, you know, in in different we were talking about our walk program there, cem really vital volunteers. Some of them had really great digital skills just in there, you know? And they’re nine to five job. Others were good marketers. Other we’re just really carrying individuals. And we put together an advisory group that said, hey, what do you guys want in this next redesigned to the platform, you know, tell us what you want and a few things, you know, happen. You know, when you when you try to organize things from sort of the the organizational level, you think you i had a tendency, i would say to think in sort of numbers and and think about how do i how do i monitor? And what are my kp eyes? And you start to get a little business durney martignetti non-profit rating of drug in jail, but what is the k p i? Well, you know, aki performance indicator, you know? So you start to say, well, if i send out x number of emails, how many getting back and you start to think about what i want to be able to monitor this and blah, blah, blah and, you know, i had, ah, one of the art top volunteers, a really great guy reached out to me and he said, mike, you know, we’re doing we’re just sending out e mails in our own name we’re not sending you know, we’re making sure that, you know, the subject line is coming from me, the volunteer, not from you, you know? And that was one of the best things that was one of the greatest little changes that we made, you know, as opposed to handing them, saying, this is the perfect temple we’ve made the perfect meal for you, and you are now going to send it out and it’s going toe, you know, raise you a ton of money, you know, what they found is that if i write an e mail from me, you know, the guy who was who started this great walk you know, it’s not a big walk, but the people are really involved with the same people coming back, and they love it if the email comes from me and not from your organization, you know, people respond, you know, and it’s, you know, that’s, just one of those many sort of apple falling on my head type of thing where it’s like it’s got to be about your people. Look, they’re message come out. Yeah, okay, timing you can use you can use timing to your advantage. Yeah, yeah. And, you know, and that’s where i i like to say that you have tio you can’t create urgency. You have to identify urgency, you know, on dh you see this sometimes with certain e-giving days that may fall flat because someone said, well, you know, march first works for me so let’s have e-giving day on march first and will lead up to it and everyone please give on march first, you know, but there’s, nothing really tight to it. All right? You know it. Autism speaks. Obviously, we had autism awareness day, world autism or to stay in real second. It made perfect sense, right? We need to you know, we need to get your urgency around because this is when we have the world’s focus on this condition. So we need you to get involved. We need you to register. We need you to turn the world blew on that day. You see it around a lot of other sort of, you know, when there’s a fundraising goal, we need it because it’s going to fund x number of of services for these individuals who need, you know, at autism or a ta that moby syndrome, the moby syndrome foundation. We have a big conference. We want to fund way want to fund scholarships for people to come to this conference because some of these people are all over the world. They don’t have the kind of money to come to los angeles this summer. So we want to put together so there’s a you know, there’s a deadline for that we need money so that we can pay for these people’s plane tickets to get them to this wonderful community where they’re going to see people. Some of these people have never met someone with moebius syndrome. We’ll be syndrome is a facial. Ah! Ah! Ah. Has ah, facial deformity. Paralysis. Yeah. Yeah. Okay. We have to leave it there. Thank you very much. Excellent. Thanks for the tips. Cool. All right, well, thank you for having me. Mike weapon, chief product strategist at crowdster crowdster dot com next week. Amy sample ward, our social media contributor returns. If you missed any part of today’s show, i simply ask you find it on tony martignetti dot com. Where in the world else would you go? I need a sign. I need some kind of sign the way forward. We’re sponsored by pursuing online tools for small and midsize non-profits data driven and technology enabled pursuant dot com and by crowdster online and mobile fund-raising software for non-profits now with, as mike described apple pay crowdster dot com. Our creative producer is claire meyerhoff. Sam liebowitz is a line producer. Gavin dollars are am and fm outreach director shows social media is by susan chavez. And this music is by scott stein be with me next week for non-profit radio big non-profit ideas for the other ninety five percent. Go out and be great. Buy-in what’s not to love about non-profit radio tony gets the best guests check this out from seth godin this’s the first revolution since tv nineteen fifty and henry ford nineteen twenty it’s the revolution of our lifetime here’s a smart, simple idea from craigslist founder craig newmark insights orn presentation or anything? People don’t really need the fancy stuff they need something which is simple and fast. When’s the best time to post on facebook facebook’s andrew noise nose at traffic is at an all time hyre on nine a, m or p m so that’s when you should be posting your most meaningful post here’s aria finger ceo of do something dot or ge young people are not going to be involved in social change if it’s boring and they don’t see the impact of what they’re doing so you got to make it fun and applicable to these young people look so otherwise a fifteen and sixteen year old they have better things to dio they have xbox, they have tv, they have their cell phones. Me dar is the founder of idealist took two or three years for foundation staff to sort of dane toe add an email address card. It was like it was phone. This email thing is right and that’s why should i give it away? Charles best founded donors choose dot or ge somehow they’ve gotten in touch kind of off line as it were on dh and no two exchanges of brownies and visits and physical gift. Mark echo is the founder and ceo of eco enterprises. You may be wearing his hoodies and shirts. Tony talked to him. Yeah, you know, i just i i’m a big believer that’s not what you make in life. It sze, you know, tell you make people feel this is public radio host majora carter. Innovation is in the power of understanding that you don’t just do put money on a situation expected to heal. You put money in a situation and invested and expected to grow and savvy advice for success from eric sacristan. What separates those who achieve from those who do not is in direct proportion to one’s ability to ask others for help. The smartest experts and leading thinkers air on tony martignetti non-profit radio big non-profit ideas for the other ninety five percent.

Nonprofit Radio for April 29, 2016: Secrets of Google Analytics & What’s Permissible Advocacy?

Big Nonprofit Ideas for the Other 95%

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Devon Smith & Julia Robinson: Secrets of Google Analytics

With Devon Smith & Julia Robinson at 16NTC
Devon Smith & Julia Robinson at 16NTC

Do you want to use Google Analytics smarter? Devon Smith is co-founder of Measure Creative & Julia Robinson is manager of communications at Business for Social  Responsibility (BSR). We talked at the 2016 Nonprofit Technology Conference.

 

 

 

Gene Takagi: What’s Permissible Advocacy?

Gene TakagiHow much can your nonprofit participate in the presidential election? Can you educate? Endorse? Lobby? Gene Takagi walks us through what’s allowed; disallowed; and questionable. He’s our legal contributor and principal of NEO, the Nonprofit & Exempt Organizations Law Group.

 


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Hello and welcome to tony martignetti non-profit radio big non-profit ideas for the other ninety five percent. I’m your aptly named host. We have a listener of the week, the child care resource center in palmdale, california, at the non-profit technology conference, three people from there signed up to be non-profit radio insiders to have unsubscribed now that’s not true these three very special thanks jamie smith, lucy capurro and evelyn juarez thanks for being non-profit radio insiders. Thanks for loving non-profit radio shout out to our listener, the weak child care resource center in palmdale, california. Oh, i’m glad you’re with me. I’d get a barton ella insula infection if you cattle e told me that you missed today’s show secrets of google analytics do you want to use google analytics smarter? Kevin smith is co founder of measure creative, and julia robinson is manager of communications at business for social responsibility b s are. We talked at the twenty sixteen non-profit technology conference and what’s permissible advocacy. How much can your non-profit participate in our presidential election season? Can you educate endorse lobby? Jean takagi walks us through what’s allowed disallowed and questionable he’s, our legal contributor and principle of neo the non-profit and exempt organizations, law group on tony’s take two don’t let plan giving questions go unanswered. We’re sponsored by pursuant full service fund-raising data driven and technology enabled. You’ll raise more money pursuant dot com, also by crowdster online and mobile fund-raising software for non-profits now with apple pay for mobile donations. Crowdster dot com here are devon smith and julia robinson from the non-profit technology conference on google analytics. Welcome to tony martignetti non-profit radio coverage of sixteen ntc it’s, a non-profit technology conference. Of course, this is also part of ntc conversations. We’re in san jose at the convention center, and my guests are devon smith and julia robinson. They’re session topic is hidden secrets of google analytics. We’re going to get into that very shortly, right after we cover today’s, thiss interviews, swag item rich is these small stickers from benevolent dot net they read, be fierce bowl. Be inspired. Benevolent dot net and these join the swag pile for the conference. All right, let’s. Get into hidden secrets of google analytics with devon smith, who was co founder of measure creative and she’s, sitting closest to me, and julia robinson, manager of communications at b s our business for social responsibility. Welcome, julia devon, welcome. Thank you. I have his backwards, devon, you’re sitting closest to me, i am, yes, i did, i just say this backward don’t know, i said, devon, sitting close to me, yeah, julia, you’re over there. That’s correct, you are doubt you are julia, okay, you’re devon’s all right, very good. Google analytics. Now, this is sort of an advanced session that you ran. But i am not an advanced person, a knowledgeable person of google analytics. So you’re going to help me along. And, okay, we’ll do the best we can. Using let’s. See what you talked about here. Oh, labyrinth in corners. So let’s, start with this. Devon, what is it that non-profits sometimes have trouble with around google analytics? What are we not getting quite right? Yeah, good question. So i think a lot of non-profit organizations get really intimidated by google analytics because there’s so many buttons to push and reports to look at so many options of what you might want to look at. And so people just open up google analytics, get kind of nervous, click around and then shut it down and are like, no it’s too much, i can’t handle it. S o this session was trying to show them if you only looked at four reports in all of google analytics and what should those four reports, speed? And then with a couple of other topics as well? Ok, but so we could break it down to four report that on dh still be an advanced user. Exactly. Oh, so did you so hard. Your move, people from from my voice cracked again front, like i’m sixteen fourteen. Did you put people from basic teo advanced? Or they were already advanced that now they’re super users. Good question. I mean, i think it was a mix of people in the audience? I mean, there were definitely people there who, you know, we said, if you’ve opened up google analytics, got nervous and tried it down like that’s, okay, we’ll hope that or if you are pretty advanced user, but you want to kind of take it to the next level. We can also help you do that with new front in code, a new kind of administrative setting, so it actually help you take it even further than you’ve been able to before. Okay? All right. So, julia, why don’t we start with he’s four report you what? You concur with devon, i presume four reports and ok, make sure there’s no dissension thiss pamela too. Okay. All right, so why don’t we start with four report these reports that give us an overview of the four reports? What? How way what would we gain from these four reports that we’re gonna talk about shortly? I would say first off it, as devin says, that it does kind of help you narrow down what you’re looking at. It could be a little bit scary at first to start in google analytics. And i would also say that it having that narrow focus means that you can actually go much deeper toe understand what you know, google analytics is an extremely powerful tool, and i think a lot of non-profits don’t realize that that you can go down to even understanding who specific users, maybe not a person’s name, but a certain institution or a founder fun foundation or something like that. You can really that information what they’re doing on your site exactly. So that’s, the first report that we looked at is whose browsing your website. What are you doing? What a transition. Okay, devon, what is this first report called it’s called the service provider reports service provider reports, which is not a very descriptive name, but it’s basically the internet service provider. The name of the organization who is using internet browser website. Oh, so we get s p i guess, exactly. And to and from that, we could gain glean what julia just said exactly. Yeah. So google knows the name of the organization who owns that s p and so they will tell you what the name of that organization is. We’ll give you the organization. Yeah, sure, exactly. Oh, i mean, not just the not just the number, but that number called myself, but yeah, you’re you’re you’re here. I’d be addressed. Thank you. They will not give you not just i p address actually name of exactly so it’s. An incredibly powerful report and probably the most underused report and all of google analytics is actually saying who is looking at your website? Alright, this service provider report. How do we selected? Set it up. What do we do? Yes, it’s it’s. Just a selection. It’s called in the audience section and then technology and then service provider. So there’s kind of a couple of layers of tio pulled down or something. Okay, i don’t do the analytics for my sake. We have analytics. Yeah, tony martignetti dot com. But i don’t set them up, but we do talk about them every month. Run and we react to them. And so i think i feel like you should ask your analyst to provide you. But which of the organization’s looking service provided report. Okay, so lead us through the path again. I was amazed by what it goes from audience to technology to service. Provider okay, and then what do we do? Just select this report? Yeah, just like that report. And what we actually talked about in the session is when you first see the report, it actually doesn’t look very useful because a lot of the top results are things like verizon t comcast there, although like generic internet service providers that, you know, serve internet to you at your home or on a mobile device on dso what we looked at and the session was actually screening out those not useful results just to look at the organization’s you actually care about, like the government, like funders like other non-profits appears depends who you wanna look. So so, julia, how do we screen out the ones that are not interesting to us? So you actually do have to go in and look at what the what list is coming up? And it will usually give you i mean, even thousands of results, and you have to go in and see who are the top users, and then are those people that you want to hear from? So sometimes i’ll go into a segment for government, maybe, and a communications agency will pop up on that list, and then we’ll just make sure to exclude them. How do you exclude? I am not sure. Devon. Yes, it’s. In an advanced segment, you have to build a segment of those organizations that you care most about. So in the, you know, government segment, you might say, i want the name of any organization that includes city of state of department of agency of, and i’ll just bring you back a list of all those organizations who include that particular siri’s of names and the same works with an exclusion. So if a name appears on that list because there, you know, the city of new york library, but library isn’t really. A government institution issue might exclude the word library from argast you, khun khun, select or exclude exactly in the same way, exactly. Okay. All right, so we need to get down let’s assume that big ones like horizon comcast, etcetera, not of interest us need to get down to where we really want to be out. Otherwise, i mean, they’re in the report, right? But we have to continually sift through all these top level ones that were not interested in yeah, so once you apply the right so once you apply that advance segment, then those ones you don’t care about go away and you just see the ones you actually care about, okay? An advanced segment. What does that mean? We have george in jail on twenty martignetti number on radio. I’m concerned that this session is going to be free. It’s gonna go? Yeah, google analytics jargon it. Yeah, it is. What is an advanced session on advanced segment is thin named by google analytics, so unfortunately, i can’t change the name it all but in advance segment as a way to temporarily exclude information from the report you’re looking at. So if you say i’m looking for support, but i only want to see, you know, couple of the organizations in this long list of a thousand you would apply in advance segment to that report, and then you only see the organizations you care about, ok, every time, every time you, every time you get this report, exactly, you’re tuned to non-profit radio. Tony martignetti also hosts a podcast for the chronicle of philanthropy. Fund-raising fundamentals is a quick ten minute burst of fund-raising insights, published once a month. Tony’s guests are expert in crowdfunding, mobile giving event fund-raising direct mail and donor cultivation. Really, all the fund-raising issues that make you wonder, am i doing this right? Is there a better way there is? Find the fund-raising fundamentals archive it. Tony martignetti dot com that’s marketmesuite n e t t i remember there’s, a g before the end, thousands of listeners have subscribed on itunes. You can also learn maura, the chronicle website, philanthropy dot com fund-raising fundamentals the better way. Oppcoll how do we receive these reports? We get to my e mail, you have to goto analytics dot google dot com what good questions? So we covered automated email reports in the session, actually, so once you’ve gone through all those clicks to get to this really kind of sophisticated report, you don’t want to have to recreate that process every time so you can actually set an automated email on that email can get sent out with a pdf of that report on any time siri’s you like to the list of stakeholders that would actually care about that information. Dahna okay, like yourself with the website if you didn’t want to wait for the monthly reporting, but you wanted, you know, every week a list of the top organizations browsing her website, you’d actually get that sent it to you straight from google and what they were looking at. Ok, very good for the social manager could. Exactly all right, what else? Julia, should we know about the service provider report anything more noise? I would say that the thing that’s that could be tough going from getting that information is two then knowing what to do with it. So you have the information. You have this great data. What do you then do? How do you change your strategy so that you know, you can take advantage of it. So, for example, we use it to look at dahna potential partners on then we can understand. Okay, this partner is visiting our web site a lot. Maybe it’s time to give them a call. Do we know what pages different partners or potential partners of organizations on the list have have visited? Absolutely along. They’ve stayed on each page. You know that all that information is available. Yes. Service provider. Report. Yes. It’s. Incredible. So by organization, i can see that they looked at my contact page and they looked at this particular podcast pay whatever this show post and that they’ve downloaded a podcast that they, you know, spent twenty minutes on the site listening to the broadcast. You know any of those things? That’s, pretty scary service provider report. Okay, let’s, go to our next for what’s. The other one, it’s the next one was, i think a channel source reports. Oh, kind of how people arrive to your website from someone else’s website whether that was twitter or some other organization who linked to your website it’s an acquisition report. Okay, this’s, referring, referring the referring domains, domains. Exactly, don’t we know that our that’s not very commonly known? So what we did in this particular instance is google just gives you a long list of thousands of different websites who sent traffic to your site it’s helpful when you khun group those names together that are similar. So in bazaars case, you know, they have a bunch of kind of job listing sites that some traffic to their site for job seekers. They have other media partners, like new york times or fast company, when you can see all those sources that are similar together, and then actually start to see the trends of traffic from media or says partners were says, you know, other types of organizations, so just being able tio kind of put mohr finer detail on this poster close closer that type. Exactly. Julia, can you explain how how we do this in the channel? Sources report source. Singular gentle source report source reports that report in and kick that back over to devon actually cause she’s our she’s. More technical than me, okay, we’ll give you a chance, you’ll introduce the next yeah, so just give a little bit of background. So julie is a client of our agency, so more often, the ones kind of building reports are or talking to julie about what she wants to see in a report, and then we’ll build a financial built actually used the information with her stakeholders. So when you’re building, when you’re clustering, these organizations together it’s really applying that same advance segment technique. So you’re building an advance segment but defines who you consider a media source. And so you might say, here the top twenty media sources for organization and now when i want to see just what those twenty media organizations are doing buy-in advance segment and any report and google analytics, i can actually see projects from this because you choose the names of the different groupings clusters exactly, yes so it’s all it’s, all defined by you the organization or buy you the client, then s o that you’re using keywords in the organizational name exactly define what you want. How are you using the channel source report? Same same way or yeah, we’re we’re using it, you know, similarly, to understand where people are coming from, i actually use it quite frequently as as a gut check, so because i work on our social media side, i you know, seo, this tweet got really good engagement that must have driven traffic to the website, and if you go and look back, you can say, oh, maybe it didn’t actually do so well or yes, this did perform it did send people back to the website. One thing that was interesting is that we have a much bigger twitter following than a facebook following, but we actually get more traffic from facebook than we do from twitter, which means that maybe we wantto change our strategy so that on twitter, we’re using that to share announcements and things that we want people to make viral or spread more broadly and then on facebook, maybe where using that for more called actions or getting people to the website. Okay, would you conclude from that that you’re facebook users arm or engaged though fewer in number than your twitter users follow-up home? It’s a good question, i think it’s just that the platforms serve different purposes. I think that twitter’s more about staying on the platform. And maybe facebook isn’t. In our case, i don’t think that’s necessarily true for everyone. Okay, okay. Now, anything else we should say about the channel source report a little something. So i mean, the key to it is really using it to adjust her marketing strategy. So once you see how people are getting to your site, making sure their adjusting your approach to marketing based on the kind of return that you’re getting from that investment in those different channels. All right, julia, you wantto introduce the next next report report. Let’s say we did audiences. What are they looking for? The search reports, right? Yeah. So search reports on you can do this in a couple different ways. So one is to go into your ceo and look at the search terms that people are using on google to get to your website. And then you can also do an internal search report. So if you have a search function on your website, you can go in and see all the key words. That people used to when they got on your web site, what they were looking for once they got on your website. Okay, this one, this is it’s, also something to set up. Back-up yeah, yeah, sort of your google analytics uses google analytics. Yeah, not not when you’re searching on your own, obviously on your own side within your own site. Exactly. But okay, so you set up another so in the report in the search engine optimization report is basically what it’s called seo queries. You have to kind of connect it with this web master tools account that kruckel gives you, which is totally separate from google analytics, and then it’ll give you more information about not only what words people are using in google when they got to your site, but even just that your organization appeared in a search result, whether or not someone actually clicked it from google in tears whether or not someone actually okay, okay, i don’t feel like i have a grasp on this one as well as i did the first two. Yeah? Why is that? Yeah. So think about it. Anybody not one report. This is searching. This is not a report that schnoll analytics produces it. It does? Yeah, the report what it looks like is a bunch of search queries, so that could be everything from, you know, what is non-profit radio to how do i get help with google analytics? And if this podcast was was, you know, posted on the website on git yeah, you know, it’s really tagged exactly was properly tagged in-kind had all the right key words. You could actually see what words people are using in a google search to find that piece of content, and so the kind of point of our conversation er during the session and wass look att the content needs of your users and make sure your website is delivering on those needs. So we went through an example of searching just for the word other words, who, what, where, when, why and how? And all of your google search results and see what are those questions people have about your content that they want answered and make sure that you’re actually answering those questions on your website? Okay, that’s all thank you. Bringing me alone. Thank you, both of you. Thank you, julia. Your experience. With the with the search report, i would say there’s two things the first is that helped us understand when we had a report that an actual, you know, research report that was well titled it would get a lot more downloads or hits directly from google because people were searching, you know, how do you do this thing? And the report would be, how do you know how to do this thing? And so those would come up a lot more. So it’s learning better titles is one thing or sort of better, better tagging better content in that way on and then the other one is learning the gaps. So what are people searching for both on your website or on google? And you’re not providing it to them? How would you know that in the report? S o for the internal, if its internal search so on your own site, maybe they’re searching for a term and you know that that term isn’t on the website. Maybe you start creating some content related to that, or maybe you more closely match the words that people air using from google s o that you appear hyre in search. Or so it looks so that you are look like a better resource for them to click on, okay? And you could do that within tags to right. You could do that, you know, that meta tags you could do that in the title. You could do that in the earl and also in the body of whatever the pages. So sometimes it’s just about using the language that your audience is using instead of your own kind of internal jorgen so we went through a recent project with b s are around women’s in a quality women kind of women’s impact on the economy, and there were lots different opportunities, so you could think about gender inequality, a female inequality, just women, girls you could think about using lots of different terms in your content, but actually look to see what what words your users are actually using in their own language, and then try to adapt more of your content of their language patterns for sure doesn’t matter what you’re talking about in the office, exactly like the ones who who we’re trying to bring to the cause and to our content, right? All right, so this report helps me figure out what? What? That language is that they’re using, right? All right, very good. Fourth what’s, our last report. What did they do on your site? So did they download something that they give money to you? What other kind of events that happened on your website what’s? This one called so it’s in the behavior section and then events is that the nemo record events co-branding this’s events? What? They they they consider people traveling through your sight to be an event? Yes, the skiffle thiss gets technical any non earl based change is an event. So if you think about someone browsing your site, they go from one page to another page, not an event. If they take some action on a page that doesn’t result in a new girl. That’s an event so that could be scrolling down. The page is an event clicking on a button could be an event clicking on on anchor link that, like, drops you down the page suddenly is an event. Anything that happens on the page that doesn’t result in you moving to a new page, isn’t it so? I always thought this was totally on trackable. It’s uncrackable by scrolling down on a page is track that is one of the topics we cover in the session that’s called scroll depth tracking and we actually provide the front and code that you need to install on your website so that you can see how far down every page on your website people scrolled for a particular piece of constant incredible. I always thought that only clicks which which i guess what result in a new page we’re trackable, but i was very vastly wrong. Yeah, so about a week so about a third of the session ended up covering event tracking and how to implement new code on your website that you actually can’t track all these events. Okay, is that anywhere that listeners confined? It isthe slideshare dot net slash devin v smith slideshare dot net slash devon de vo and the smith? Yep. That’s correct. You can download all the slides from the session and it has all the code there. Korea. Whoa! That’s. Incredible. All right, so what do you do with it? You know, on whatever page people scroll. Only twenty five percent of the way. Another page they scroll thirty three. Percent away and that’s when the scrolling what else? Tell me, what else was trackable on? Don’t generally any non non earl? Yeah, changing event. But so are our item, which is an event because if you don’t change girls, it’s an event? Yeah. Okay, what are the events besides scrolling us? You could look at clicking a button on the site on dh that might, like give you, like a pop up form where you might submit an email address and then go into something else. You can even use event tracking if you’re like having event registration system that’s a third party platform. If you want to see what other sites people go to from europe site to some third party platform, that would be event tracking kapin yeah, anything that’s not just going to a new page on your site could be an event. This is vast. Julia, what do you do with this? S so we actually use probably the biggest one for us is report downloads because we have a lot of research reports, and so that helps us track how many reports they’re getting downloaded versus people just going to the page looking at the page and then going somewhere else. So there’s the you know, the page that has the report on it, and then you click on it to download. Not everybody downloads. So it’s, good to know who’s doing that. Um, i think scroll dept is great because it means that it can help understand if we should change with the designer layout of the page so that the most important information is up top or understanding how far people get down the page. Maybe we adjust what the page looks like or what information we put where, depending on what we think is the most important thing. Thanks. Okay. Anything else? There’s a ton of stuff in this? Yeah. It’s a pretty big one. There’s also con contact. So when people contact us it’s good to know which we have a bunch of different contacts for. You know, if you want to do research report, if you’re from a specific industry, we have a lot of different people. You can talk, teo. So the ones that were the most popular maybe we’ll put that button somewhere that’s, more prominent, or will ensure that the person is on the other end. Of that is properly responding to all of those e mails. Okay, ladies, we’re gonna wrap it up there because it was slightly technical and, you know, without official pretty one. Yeah, yeah. All right. It’s about as technical as they get, but perfect place to end it with joy and again slideshare dot net slash devon v smith. Okay, said it three times. And devon v smith is co founder at measure creative and julia robinson manager communications. P s our business. Is it business or business is business business for social responsibility, ladies. Thank you very, very much. Thank you. Thank you. All right. Twenty martignetti non-profit radio coverage of sixteen ntc non-profit technology conference. Thank you so much for being with us. Jean takagi and what’s. Permissible advocacy coming up first pursuant and crowdster pursuant has a free webinar coming up. They’re inviting you donorsearch relation’s the disney way. If walt disney was your ceo, how would you treat your donors? How would you inspire your staff? What would you do differently? Webinars on may third. Registration and info are at tony dot m a slash pursuant disney. Have you checked out crowdster for your next peer-to-peer? Event, maybe that’s a run walk? Um, i just referred someone to crowdster for a lacrosse tournament, they’re micro sites and dashboards are they’re simple. They’re elegant, easy, flexible for your donors and for their friends. Who, of course, they’re broad drawing in rights all purposes. They’re drawing your networks in easy for everybody to use. The back end is easy and that’s important for your oversight of the campaign, they added apple pay for mobile donations. You can talk to the ceo jo jo the ceo joe dot ferraro at crowdster dot com tell him you’re from non-profit radio and when did you get the ceo of kickstarter? Never gonna happen now time for tony’s take two. My video this week is another story from my client baruch college and alum asked about including the college in his will. We answered his questions. We gave him what he needed. And indeed he put a bequest in his will for the college. Then he e mailed us and told us about the three colleges that didn’t answer his questions. Ah, what happened to them? The video is that tony martignetti dot com if you want to be a non-profit radio insider if you want to get advance notice of the guests and an advanced link to my weekly videos, also go to tony martignetti dot com and in the operate click the email icon that’s tony’s take two time for live lister love podcast, pleasantries and affiliate affections. I know you didn’t think that i forgot them. Perish the thought i know you didn’t, lovelace their love is going out tio. My goodness. Whole new list. Sam, give me a double. But woe. San francisco, california, san jose. Portland, oregon. Bensalem, pennsylvania. Orza, bensel. Um, it sounds like bensonmum. That’s from was that movie from a murder by death. Bensonmum. Anyway. Ben salome, pennsylvania, then for colorado. Wilmington, north carolina. I’m going to be there very shortly, not-for-profits, but buy a new home in emerald isle. They got new yorkers. We got new york, new york, brooklyn, new york and staten island, new york. That’s. Three of the five boroughs. Where where are queens and brooke? Queens and the bronx? Don’t know. Not with us, but staten island, manhattan and brooklyn are focus on the positive. Albany, new york, upstate and st louis, missouri. Thank you so much. Lots of domestic live listener love today love it! We got we got brazil has checked in brazil. We don’t hear from brazil all that often. So i’m going to say ah, is buenos tardes is would that be correct? No. That’s that’s, that’s, that’s spanish that’s, right? Brazil? Of course you speak portuguese, so i’ll just shut out the city salaries daemon treyz, brazil! Thank you so much for being with us. What is the portuguese opening? Gado? Gado gado. Thank you. Are ah ho! Jon are our intern. Thank you. We’re going. We’re going to asia. Seoul. Of course. Always always counting on seoul, south korea. So generous. Annual haserot and also in china beijing and tai yun ni hao. Naturally, tokyo is with us always counting on tokyo too. Konnichi wa lots of live listen. Love today lovett affiliate affections that comes next in the same breath i mean it’s all this it’s all the same. You know it’s just there’s. No distinction, really. Between the love and the affection of the pleasantries, it’s all the same. I just get carried away with a liberations. That’s all affiliate affections are am and fm listeners throughout the country love you. Thank you so much for being with us whatever time your station is playing us whatever day so glad you’re with us on am and fm, those terrestrial listeners and the podcast pleasantries are over ten thousand whatever event, whatever device, whatever day, whenever you’re listening binge listening, i was talking to some ah, a binge listener on twitter last week she was catching up with like the last six episodes or so six hours of non-profit radio love it podcast pleasantries to those listeners. Jean takagi is with us. I know he’s there you know him he’s, the managing editor, managing attorney of neo non-profit and exempt organizations law group in san francisco and he edits the popular non-profit law blogged dot com, which is a very popular block, by the way non-profit law blob dot com gets a lot of traffic because it’s xero smart info there, done by jean and, uh and his firm and on twitter you want to check him on twitter he’s at g tak gt a k welcome back, jane takagi. Thanks, tony. Hi. Hey, how you doing out there? San francisco doing great and nice to hear all the love affection in pleasantries out there. Yes, thank you. Are you look ng segmented them. Thank you. See that gracious you are. Thank you. Yeah. That’s. What? I love it. I love it. Um, so we’re talking ah, jean because we’re in the presidential election cycle very, very timely about advocacy what you can do, what grayce area what you definitely better stay away from but, you know non-profits you know, they have interest in the outcomes here. I mean, they can’t just be totally on the sidelines. Yeah, absolutely. Tony. And, you know, i think non-profits everyone of us, if i include myself in the group, is being a boardmember way all supporting promote some cause right now, i think that’s just natural with non-profit organizations were furthering our mission. We’ve gotta support to promote our cause, and i think particularly with some of your audience tony fundraisers know that more than anybody, i’m sure they do absolutely but it’s critical, you know, supporting and promoting our cause goes beyond just talking to prospective donors. It goes to talking to the general public and making sure that they’re aware and we really can’t forget about the policy makers like the legislators. Andi even the administrative agencies out there because they set all of the rules for our playing field and there’s non-profits we want to make sure that the rules take into account our organizations and communities needs a swell because the laws can sometimes be on our side, and sometimes they can be very much against what we want to do. You know what non-profits have done in the past? I mean, really responsible of the community for really the most important public policies that that we hold most dear to us, and that really shape our country like civil rights, women’s rights, disability, right. Some education, health, religion, environmental protection, animal welfare. You know, no matter what are our causes are, um, a lot of that has been shaped by the non-profit sectors it’s just groups of individuals coming together in an organized manner and telling the lawmakers out there, be aware of our needs and our causes. We reflect ten percent of the employee population in america. We are a strong block out there on our views are important to us, and the public thinks our views are important as well. So holding potential elected officials accountable for promoting the issues that we have is important, and we can do a lot in an election year. I know a lot of organizations are afraid because five of twenty three is all about, like you can’t engage in substantial robbing, you can endorse political candidates, but there’s still a lot you could do you know what, jean? What an articulate, oh, and heartfelt endorsement of what are non-profit community sector is is all about really? That was that was very touching. That was that was wonderful. You’re absolutely right. I mean, ah, the only thing you didn’t mention is ah, what? Fifteen? I think between ten and fifteen percent of our gross domestic product is held in assets or flows through the non-profit community every year, which is around one and a half trillion dollars or so. So that was really i could. I could i could feel the emotion in that gene. I know why i know why you do the work. You do? I mean, i’ve known for years, but i felt it wonderful. Um, yes, and absolutely. Ah, there are things that we can do. Um now the things that that are some potential places where you can you might be participating in some areas? They’re basically ones that either have, i think, a direct impact on you as an organization or your mission or those who you’re serving. So i sort of capsule ate that. Yeah, i think that’s that spot on, and i’ll just give you an example of a bored i used to serve on, and they turned us off. It was a fantastic organization that worked with children and youth in san francisco, and there is a local budget cut two services to children and youth. Oh, and, uh, the leadership of the non-profit quickly organized parents and told them to bring all of their kids along to city hall. The next day, about two hundred showed up with their kids, and they also invited the news crews to come out there as well. Well, within a week, budget cuts restored back to the back two children. Snusz alright, zoho really that advocacy and action and advocacy totally makes a difference whether you’re talking about a small non-profit or or a large non-profit and you’d likely have a lot of friends out there so really important things you can do out there, yeah. Thank you for saying that you got turned off off the board. You weren’t. You weren’t thrown out my back, which would be a huge mistake. I mean, i wouldn’t even let you turn off aboard. I would amend the bylaws to keep jean guy, which explicitly say, jean takagi, lifetime or as long as desired, but, um, but i don’t run and that’s why i’m not an executive director or ceo. So all right, so budget cuts are good if there’s a law to write, if if there’s ah, law that’s going to affect you as an organization or the people you’re serving, you know those those could be advocated. Tuas well, write as well as budget. Yeah. I mean, i think think of all the non-profit listeners out there right now. And and what does minimum wage? Wass what? How did that theo used equality, equal access, you know, environmental stuff, the federal government government funding just a couple years ago. And it just got put into regs last year about recognizing the need for federal grants to start to pay for your overhead as well. I mean, before it could escape, you know, government wanted to pay. For your programs, they don’t want to pay for any of your overhead, and now there was kind of recognition and thanks tow advocacy by non-profits saying, recognize that we can only run programs with some overhead? This isn’t an all volunteer arika so all of those things are laws that affect mission, the people you served, and i’ll just give you another example because it’s just a little bit outrageous and this one is from california, but it it could spread into multiple states and there’s a bill right now that originally proposed that every non-profit raising funds in california, no matter whether they were located in california or not, if they raised funds in california, they had to put their overhead figures on their website. Now that bill has changed because that was probably unconstitutional. But now that bill has changed and it’s still being being running through committees right now, effectively putting requiring that every non-profit who’s raising funds in california again, regardless of where you’re located in the nation of these funds here on every single fund-raising document you send out every letter, every mailing, every postcard, anything, every email you’ve got to put a consumer. Protection warning label latto oh, my goodness gracious, you guys a ridiculous law that is hoexter organization that creates costs and, again, probably unlawful anyway, but without non-profit standing up and saying, hey, you’re really hurting the communities that we serve, not just us, you know, and these air based on a few, you know, bad examples of some non-profit scandals that hit the newspapers, some legislators want to jump on that you’ve got to push back yeah, california’s remarkable, i mean, it’s, it’s, it’s so progressive in some respects, and then so i guess the progressivism becomes so ah, so extreme that it becomes burdensome, i mean, and burdensome and and della tiberius yeah, you know, just some people are on our extreme progressive for mo are just don’t have enough information, and they make laws that they are going to make them champions of consumers, and they’re just not looking at the big picture and and non-profits have gotta educate lawmakers. Yeah, you and i talked months ago about the charity registration requirement that that all well, if you were fund-raising in california, you had teo you had teo comply or be subject to your your your your activities being ceased and then transferred to other other other agencies. If it was an extreme case, where does that where’s that one stand gene that that went actually passed? That’s the administrative regulation? Um, not enough, non-profit, you know, probably knew about it and spoke up against that and that actually passed through the attorney general’s office. We don’t know how it’s going to be enforced, but yeah, boardmember personal liability if you if you continue to spend money and you’re suspended or you’re not properly registered and that could affect, you know, literally a couple hundred thousand organization. Yes. Yeah. Okay. I don’t want to revisit that one because it has impact as import outside california, does it not? Yeah. You know, whenever one state makes a law and if it’s not really seen as an out liar in california because you notice you noted that it’s known as a progressive organizations are progressive state. So, you know, other states going well, we should be able to pass laws like that as well. Which sounds quite conservative and hot. So progressive right on. So, yes, you have a big state like california passing fairly draconian laws and that khun spread throughout the states. A zoo, other charities, regulators. Alright, everyone. I displayed a body’s. Think about that. They want to talk about that next time. Um, okay, um, it’s interesting with the political spectrum. It bends so far that the left meets the right. I think i think we’re seeing that in some of the presidential media coverage to but in case um, okay. Let’s, let’s continue with the advocacy let’s talk about some things that are that are permissible actual activities, not just things that you could be advocating about, but, like bills and balls, etcetera. But just we just have about two minutes before a break. So let’s, just start to get to the subject of some of the activities that you can actually do. Yeah. So? So let’s talk about first stating the organization’s position on a public policy issues. So we listed a bunch of them earlier. So let’s say it’s, equal rights like you, khun state that position and in an election year may get more visibility. Thanet might in another years. So you know, whether it be gun control or better schools are, you know, women in minority in positions of power. Whatever it is, state your organization’s positions on public policy issues and continue doing so during an election year. That’s. Absolutely. Okay, okay, so stating on your on your website on your facebook page, etcetera, that’s permissible, yeah, absolutely not. Just teo, you know, tio in your fund-raising documents, but just, you know, to get your mission out there and make sure everybody’s educated about it. Okay, okay, i’ll tell you what, let’s, let’s, take our break now and will come back. We got a lot more, ah, permissible, advocate, and you talk about with with jean. Stay with us. Like what you’re hearing a non-profit radio tony’s got more on youtube, you’ll find clips from stand up comedy tv spots and exclusive interviews catch guests like seth gordon. Craig newmark, the founder of craig’s listen marquis of eco enterprises charles best from donors choose dot org’s aria finger, do something that or neo-sage levine from new york universities heimans center on philantech tony tweets to he finds the best content from the most knowledgeable, interesting people in and around non-profits to share on his stream. If you have valuable info, he wants to re tweet you during the show. You can join the conversation on twitter using hashtag non-profit radio twitter is an easy way to reach tony he’s at tony martignetti narasimhan t i g e n e t t i remember there’s a g before the end he hosts a podcast for the chronicle of philanthropy fund-raising fundamentals is a short monthly show devoted to getting over your fund-raising hartals just like non-profit radio, toni talks to leading thinkers, experts and cool people with great ideas. As one fan said, tony picks their brains and i don’t have to leave my office fund-raising fundamentals was recently dubbed the most helpful non-profit podcast you have ever heard. You can also join the conversation on facebook, where you can ask questions before or after the show. The guests were there, too. Get insider show alerts by email, tony tells you who’s on each week and always includes link so that you can contact guest directly. To sign up, visit the facebook page for tony martignetti dot com. Duitz i’m dana ostomel, ceo of deposit, a gift. And you’re listening to tony martignetti non-profit radio. Big non-profit ideas for the other ninety five percent. Welcome back to big non-profit ideas for the other ninety five percent. Thank you very much. Dahna ostomel, um okay, gene. Uh, so yes, talking you can. You can put your position out there. That’s totally fine. Even if it’s something controversial, right? That’s, right? Yeah. Okay. Okay. Um, what else but let’s talk a little about lobbying? Kendry? Sure. Yeah. So certainly we can attempt to influence legislation, including ballot measures, and they’re certain limitations involved. But charities actually have pretty broad, generous limits would respect to their lobbying the code again? Five twenty three says no substantial lobbying, really? And that scares a lot of organizations so that most charities don’t engage in any lobbying at all but lobbying released influencing legislation, so influencing the creation of laws, or i’m getting rid of laws or proposing new laws. The attempt to influence that is generally called lobbying and certainly non-profits when, when laws are going to directly impact them in the many ways we talked about should attempt to influence legislation and they can. And if they make something called the five a one h elections, um, that’s a way of measuring lobbying where lobbying is just measured on expenditures, it doesn’t look a volunteer activities or what portion of your website or your you know your staff is devoted to lopping. It just looks at how much you spend on lobbying and that’s how much the limit is it’s very, very clear. It’s very easy to elect. And we recommend that for any charity, that’s really got less than a twenty million dollars annual budget. Pretty much all public charities. Except they’re really, really big ones. Five o n h election it’s formed fifty seven, sixty eight from the irs. Sorry, but the technical dahna but it’s like a half page form the easiest form that the irs has. And it’s just my my strongest recommendation for any groups. So you can engage in lobbying and feel really safe about it. Okay, cool. A fiver. One h election. So what’s the number, the number of the form again. One more time. I arrest form fifty seven, sixty eight. Just google it and it’ll be right there. Outstanding. All right, cool. Love that of that. All right. So lobbying. Why dope now? Lobbying could be laws. We could also be regulations. Right? Like that. Attorney general regulation california. That regrettably passed, but it could be either one. Yeah. Great point. So the limitation, the lobbying latto limitations that they can’t engage in substantial lobbying on ly refers to legislative laws. So not the administrative laws which come from an executive branch of the government for executive actions and administrative regulations. You can advocate changes in those without limit as long as it’s in furtherance of your mission, you can go ahead and do it to your heart’s content. No limitations on that. Oh, wow. Okay, that is not considered lobbying. Alright, so any any agency regulation? Right? I arrest environmental protection agency, federal trade commission, all of that stuff in state, state and local as well. Yeah, state. Okay, as long as it’s not coming out of your state capital or your city legislature. But like you said, non executive branch, right or executive branch? Right. It’s coming from the executive branch, not the legislative. Sorry. Sorry. Right. My fourth grade civics class? Yes. It’s coming from the executive branch of local, state or federal. Okay, so that’s, really? I mean, regulations are enormous. I mean, the irs operates on the internal revenue code. That’s that’s a vast regulation body there’s there’s. Lots to advocate. Yeah. Okay. Okay. So regulations are wide open and then for the laws of cars we’ve got our five oh, one h. Okay, let me not miss state that educational activities probably the main way you engage in advocacy. So not just stating your position, but educating the public, educating lawmakers, educating candidates, even that’s. Okay, you can provide a briefing to them on the organization’s issues and priorities. Absolutely fine, as long as you do it in a nonpartisan manners to just give it out all your candidates. So that there where k, maybe those non-profits constituencies are really looking at this issue when you’re not telling them how to vote, you’re not asking them for, you know, for them to take a position, you’re just giving them information, but about the organization’s issues and priorities, and you’re just educating them. Okay, so educational activities we could host events, teo teo, promote our opinion of of ah homelessness or something like that. Yeah, absolutely. You can. You can hold events. And if you want, you can invite all the candidates. Now. If you have have them speak, they’re going to be certain. Things that you’re gonna have to require, but as long as it’s done in a non partisan manner, you can be super big advocates on your issues, okay? Or you don’t even have to have candidates, but you could have you going issue nights to educate the public. Yeah, absolutely. Okay. And they don’t have to be directly related to your mission. Work. Yeah. I mean, they should advance your mission in some way. Okay? And all of the activity should advance your mission in some way. But yeah, they don’t have to necessarily be pinpoint. Yeah. Okay. Like you said earlier, minimum wage, for instance. Right? Ok, we could take a stand on minimum wage. You know, maybe we don’t work with people in poverty, but we have employees. And we we believe they should be paid a living wage. And we believe all organisations and companies in the state should pay a living wage. So we’re advocating for ah, for increase in the minimum wage in our state is that? Is that okay here? Because your organization, it sort of has a broad admission of working for a mission of out of community values and families and things. Like that? Yeah, absolutely. Minimum wage impacts all of that stuff. Okay, okay, so we get so lobbying and then ah, the administrative changes, which is not considered lobbying, so i don’t want to watch my terms here because i’m talking to an attorney. So, so advocating for the regulations that’s not lobbying, but its vast. And then you got your lobbying for laws, and you got your education activities all permissible, right? Right. Okay. Should we switch gears? Tio what you can’t do? Oh, wait, no that’s a good idea. Okay, but before we do that let’s talk about what individuals who are employees of your organization can do so excellent. So, yeah, what? What we talked about impermissible for non-profits doesn’t mean it’s impermissible for their employees or boardmember zzzz individuals. So, yeah, everybody has first amendment rights. Of course, individuals could endorse candidates and support candidates all they want. And they just have to be careful if their organizations are put next to their name. In terms of, like supporting a political, a particular political candidate that there’s some sort of footnotes. Listeners probably have seen this before. Some sort of footnotes that says that the name of the organization is there for identification purposes on lee and is not an endorsement by the organization of that candidate. Okay, yeah, don’t use the organization named okay, we just have about a minute and a half left. We’ve got to run through what’s impermissible. I know. Endorsing a candidate. You can’t do it right. So easy ones. No endorsements, no contribute contributions to a candidate and not just money, but using other organizational resources. And that gets subtle sometimes. So don’t let your employees use their organizational email address to engage in their first amendment rights election year. They got to use their private email for stuff like that. Okay, give us give us amore impermissible sure, be careful of working on a wedge issue that you haven’t been working on all year. So it’s an issue that that the candidates in a particular election are have a different opinion upon and that may pivot the way the election results come out and you’ve not campaigned on that issue are done. Any advocacy all year and all of a sudden, two weeks before the election, you start doing it. Looks like that’s really election nearing. Okay, getting candidates. To find pledges on an issue or endorse the organization’s agenda, coordinating activities with candidates evaluating or grading candidate positions, those air all impermissible. Okay, we’ve got to leave it there. Gene takagi. Thank you so much. We squeezed it in, but but we covered a lot. Thank you very much, gene. Great, thanks my pleasure. Always you’ll find him at the non-profit law block dot com. And on twitter at g tak next week, your emotional intelligence and peer-to-peer fund-raising tips if you missed any part of today’s show, i entreat you find it on tony martignetti dot com. Where in the world else would you go? Hyre please show me the path i need to know the way with this. Responsive by pursuing online tools for small and midsize non-profits data driven and technology enabled pursuant dot com and by crowdster online and mobile fund-raising software for non-profits now with apple pay for mobile donations. Crowdster dot com. Our creative producer was claire meyerhoff. Sam liebowitz is the line producer. Gavin dollars are am and fm outreach director shows social media is by susan chavez and this outstanding music is by scott stein. Thank you for that information. Scotty, be with me next week for non-profit radio. Big non-profit ideas for the other ninety five percent. Go out and be great. What’s not to love about non-profit radio tony gets the best guests check this out from seth godin this’s the first revolution since tv nineteen fifty and henry ford nineteen twenty it’s the revolution of our lifetime here’s a smart, simple idea from craigslist founder craig newmark yeah insights, orn presentation or anything? People don’t really need the fancy stuff they need something which is simple and fast. 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Nonprofit Radio for April 22, 2016: Virtual Orgs: Managing Remote Employees

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Heather Martin, Karen Graham & Amy Sample Ward: Virtual Orgs: Managing Remote Employees

What does it take to successfully manage offsite employees? You start with the right mindset, people & jobs. You also need tools, rules & etiquette. Heather Martin & Karen Graham are in the trenches on this and they share their wisdom. Heather is COO at Interfaith Family & Karen is executive director of Idealware. We talked at the 2016 Nonprofit Technology Conference.

Then, Amy Sample Ward is with me live to share her tips and lessons learned as CEO of Nonprofit Technology Network (NTEN), an organization with several remote employees.

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Oppcoll hello and welcome to tony martignetti non-profit radio big non-profit ideas for the other ninety five percent on your aptly named host we have a listener of the weak dan kimble in fresno, california. He’s, product specialist at apple owes software at ntcdinosaur just was non-profit technology conference just last month, dan couldn’t say enough good things about the show. So, dan, i thank you so much for loving non-profit radio congratulations on being our listener of the weak dan kimble okay, last friday, i made a mistake last friday was not tax day last week was a pre recorded show, and i hadn’t realized two weeks in advance that you had until the eighteenth for your taxes. I you know, i have accountants and bookkeepers and and attorneys and financial planners dealing with these these mondo ass ity mundane when two triviality things i have a show to produce. Please, i’m glad you’re with me. I’d suffer. You’re a thrill incontinence if you leak the idea that you missed today’s show virtual organizations managing remote employees what does it take to successfully manage offsite employees? You start with the right mind set people and jobs. You also need tools. Rules and etiquette heather martin and karen graham are in the trenches on this, and they share their wisdom. Heather is ceo at interfaith family and karen is executive director of idealware we talked at the twenty sixteen and to see non-profit technology conference, then amy sample ward is with me live to share her tips and lessons learned as ceo of non-profit technology network and ten they have several remote employees on tony’s take two between you’re good data worth fifty thousand dollars, we’re sponsored by pursuant full service fund-raising data driven and technology enabled, you’ll raise more money pursuant dot com, also by crowdster online and mobile fund-raising software for non-profits now with apple pay for mobile donations crowdster dot com from ntcdinosaur are heather martin and karen graham on virtual organizations managing those remote employees welcome to tony martignetti non-profit radio coverage of twenty sixteen non-profit technology conference hashtag is sixteen ntc we’re in the convention center in san jose, california with me now are heather martin and karen graham. Heather is sitting closest to me and she is the chief operating officer. Your faith family. Karen graham is executive director at idealware. Ladies. Welcome. Thank you. Thanks, it’s. A pleasure to have you both. I’ll be here. Oh, thank you. Your topic for the session is virtual organizations managing remote employees in the leadership track. All right, back-up we need to be a little more open, i guess, to virtual employment opportunities. Is that right? Yes. Yes. We’re finding that there’s more talent out there that you might not be able to tap into if it’s only in your local community on dh just there. So you can open yourself up to the whole world. You can potentially the whole country if you’re willing to do that on dh. However, it’s not an easy thing to do necessarily. And so we’re hoping to give some tips and techniques for people who are managing virtual employees or who are virtual employees themselves. Karen so you think it’s a combination? We’re not doing it as much as we could and those who are not doing it. Maybe you’re not doing it as well as they could, right? I think some organizations are held back by fears of, like some of the ms about remote employees. You know, i won’t be ableto know what this person is doing. They’re going to be folding laundry and eating cupcakes all day, things like that and that. Okay, it’s not always untrue, but almost always. But, you know, most most people are pretty conscientious and very productive at home, and in fact, i think i’m probably more productive when i work from home or away from a group of people than i am when when i’m in the middle of all those interruptions. Okay, heather, you you virtual also, i am not virtual, but i manage virtual employees in eight different cities. Oh, excellent. So we have a manager of a different city employees and someone who works virtually you’re virtually my entire team is virtual okay? Arika, uh is the whole company? Yes. Idealware all right. And that’s a recent change for us. So whereas other has a great deal of experience with this it’s really nufer me. And so for the last year, i’ve been learning what it’s like to convert from almost everybody in a brick and mortar office toe having everyone worked from home offices. So i’m really curious what brought about that change? It started with one person who was remote and then as new staff were hired, we just looked for the best talent wherever we could find it and didn’t worry as much about having everybody in one central location. And so just gradually, we’ve evolved into having people in three different time zones and things spread across the country. Ok, whether it sounds like we need to first get over our own objections to know it’s got to be a local employees, i don’t want to take this on somebody wrote. One of the things that we’re finding is the old culture within some organizations is if i don’t see it happening it’s not happening. Ah, nde. We were that’s embedded in a lot of cultural, a lot of older organizations, and once we get over that and we put in some processes to handle that, people get more and more comfortable. One of the things we’re finding and karen alluded to this also is if you hire the right people, then that idea that i don’t see it it’s not happening and trusting your employees is really key in managing virtual organizations. Where do we, since you’re the manager of a different location, people in a different city? Where do we start with this? Should we start with the hiring process? Cerini so i think what’s, very important, is identifying before you’ve been hyre someone what the skillsets that this person needs, what are their goals going, toby, what is their job going to be? There are definitely some roles that cannot be done, virtually so that it’s, not for everyone, it’s, not for every organization, it’s, not for every position, okay, so identifying where it belongs, okay, can anything you want to add that stage? Not yet, okay. The let’s, let’s. Start with some tips. Okay, wait. We’ve identified what types of people we need, what kinds of skills we need up. Well, actually, i’m taking a step back. What are some things that were sometimes of jobs? Heather, that definitely should not be virtual. You think i think that if you’re a type of person that needs teo, if your role needs to be interacting with people on a regular basis to get something done within an office. So an office manager, um, things that need to have interactions with other people on a regular basis and i don’t know if you come up. I’m talking, karen, if you came across any of this as you all went virtual, but i’m finding that it’s been very difficult to have a virtual employees if their job is to sit down with you and communicate with you on a regular basis and get stuff done enough physical environment. Okay, okay. Gary, i would agree with that and that’s a challenge that technology khun partially solve. But it can be really challenging. Okay. All right, let’s, move it to technology. Will get the tips and, you know we’re playing time together. What are some tools that you find just essential for this? Certain? Here we are at a technology conference, so it makes sense too, really focus on that one of the tools that we use most often at idealware to keep in touch and to sort of simulate the water. Cool the water cooler. Conversations that tend to get lost with a virtual team is chat. And and so we use google maps for our email and calendars and document management and everything. And so it felt natural for us to just use google’s chat tools as well. And we have a channel set up called the virtual break room and there’s usually a little bit of activity on there every single day and people will just post like, oh, it just started snowing outside or my cat is sick. O r, you know, just kind of that casual conversation. That’s not really work related. And yet it’s, so crucial to building a cohesive team and feeling like you really are part of each other’s full lives. How cool is that? Because you have to try to simulate what? What? Being in the office is like you mentioned the water. Cooler tryingto virtually simulate that so that it feels like on office space, another that makes it mine. Yeah, going backwards, you know you’re you kind of have to go backwards in order to make this effective communication is key. What all of the tips, all of the technology, everything you use, it goes back to the ability to create cohesive communication between people who are not physically in the same space. So the same way karen has her virtual water cooler. We use skype for business on a regular basis, and if you want to talk to someone, you’re usually on skype, you click on it, you have a video and you have a quick conversation something that may not necessarily be as effective if you try to do it through email and it probably faster on email has been detrimental somewhere, sometimes to our employees, because they’re just getting hundreds and hundreds of these. And if you want a quick answer, there’s all these other tools like these chat tools that make it a little easier. Okay, okay. Karen, please aren’t our process. That idealware for kind of identifying what technologies we needed to help us as a virtual team really started by looking at what gaps were there that were left by by not being in the same place together. So one of the things that you misses, a lot of nonverbal cues, tio what people are thinking, how they’re reacting to something, and so we use video a lot as well and that’s always our default, what video platform way use google hangouts primarily, but we also have some other, like peskay and other tools that we use for external meetings as well. And so with heather, you know, we actually just met for the first time about five minutes ago, you were in person, yes, but were bent on we’ve been on video chats together several times before, and i feel like we kind of know each other. I knew what she looked like, michael workers know when i get a haircut when i get a new outfit, even though it might be four or five months between seeing each other in person, you’re tuned to non-profit radio tony martignetti also hosts a podcast for the chronicle of philanthropy fund-raising fundamentals is a quick ten minute burst of fund-raising insights published once a month tony’s guests are expert in crowdfunding, mobile giving event fund-raising direct mail and donor cultivation. Really, all the fund-raising issues that make you wonder, am i doing this right? Is there a better way there is? Find the fund-raising fundamentals archive it. Tony martignetti dot com that’s marketmesuite n e t t i remember there’s, a g before the end, thousands of listeners have subscribed on itunes. You can also learn maura, the chronicle website, philanthropy dot com fund-raising fundamentals, the better way. Duitz are using video every day. Yes, i probably spend, on average two to three hours a day on video chat there’s that comment through a lot, a lot of video in depending on the positions and who’s working with who? Yes, we actually have a staff meeting through webex, where all twenty eight employees get on to video chat, depending on who’s available and who is not in their pajamas. Sometimes people bow out because they don’t want to be put on video, but it’s really helpful to see people and to connect with them at a visual level, even if they’re not physically in the same space where where humans we want way respond to community and and i think visual visual cues as well, it helps a lot to be to be seeing people. People have a tendency. One of my first experiences with this virtual nus was i was working at ibm, and i was project managing. I was doing strategy consulting as project managing the implementation of lotus notes, and we needed the tech team to do work in in order to get the implementation done. The tech team was in armonk, new york, i was living in virginia and we were implementing this to staff nationwide, and what you do is each project manager had to get in touch with the tech team, get them to do stuff, something broke. You had to go back to them, and what we found was i happened to goto, our monk, for our training, and i went into the room where the tech team was sitting and introduced myself. After that, everything seemed slightly easier. And it was just because when i picked up the phone and i ask them to do something, i knew who i was talking to, and they knew who i wass and just having that physical connection made things so much smoother, okay, you said a lot more eloquently than i did. Thank you. Thank you for helping me recover let’s, identify other tools, it’s gotta be google docks, google calendar or something else, what do using collaborative document systems are very helpful for virtual teams, and actually so at idealware, maybe, not surprisingly, since we’re ah, research and knowledge organization, we have mostly introverts on our staff, and i’ve actually found that when we do brainstorming, sometimes it could be more productive. When we do it virtually by typing notes and ideas into a shared google doc than when we actually do it in person, it helps those introverts kind of get there, get there, say, without feeling like they have to jump into the fray of a really lively conversation and gives them space to think a little bit when they need teo and then participate when they’re ready. Cool. So that’s an interesting benefit of working in this manner you see anything like that? I do. I also think that not only the technology tools are important, but laying the groundwork with expectations is key to making sure that everyone’s on the same page so we back in the hiring no, no, no, not unknown in the hiring, but how? How you’re actually running it. So with karen, if you’re if you’re having a conversation, they do it through video conference for us. We’ve set out some and i know you also have communication charters to make sure that when people are connecting with each other, they know how to connect with each other. Charter, what is this? So, for us way, d’oh, d’oh! Basically, what we do is when we hire someone new when they first come on, they get oriented. One of the things we asked them to dio is to talk to us about how they like to be communicated with and sometimes they can’t answer that question up front. But for us, it’s really important to understand if you don’t like email or there’s people, especially we hear this from various employees, they hate the phone, they don’t want to pick up the phone, they don’t talk to someone, the phone rings and they actually like shake. I don’t want to, but if you were to text them or chat with them online, they’d be more than happy to respond to you. And so understanding how people interact on to communicate with their communication makes it so much easier because you don’t have those visual cues. You can’t see if you’re walking into someone’s office and they’re super busy or super stressed or someone’s sitting there on dh, so we like to set it out ahead of time, so let people know what works for them. And similarly, we have eleven golden rules for working as a virtual team and they charter or the golden rules. Whatever we’re gonna call them, okay? They mostly addressed communication. Our number one rule is assume positive intent, which can be hard when you don’t know that somebody didn’t sleep last night because they were up with their baby or, you know, you missed some of that stuff that you might find out at the water cooler, so assume positive intent is is the number one rule. But then we’ve also talked about, for example, with video chat, it can feel very intrusive to just have that turned on all of a sudden, like someone is calling you and without warning, so we have a practice of doing kind of a virtual knock on the door through chat, and if i want to talk to dan, i’ll send him a chat and say, how are you free right now? Is this a good time? And then then we start the video conference, so there’s just a lot of it’s, a lot of etiquette and respecting each other’s time. Um, another thing we do is with email if there’s an urgent reply needed, then we’ll put that right in the subject line because we get such a huge volume of email. That that helps us to scan and know how to be responsive, teo each other when it’s really needed way have to avoid abusing the urgent your gym tag, too, right? Right. Okay, share another golden rule of the eleven golden rules. I wish i had the memorized, but i don’t want to know what well, okay, we start with positive that’s a great one, right? Another one we talked about was email length. And at what point, when you’re writing a four screen email, does that mean it’s time to pick up the phone or or do a hangout? So that’s that’s another one? We have some guidelines about that. All right, let’s. See so cem cem, other tips about doing this successfully emails a big one for us also, my rule is if i have, if i’m on the third email on the same topic, i’m picking up the phone the minute that you have to go back and forth at least three times it’s too much and it’s so interesting. I was at a session this morning and i just heard the best. The best line about email email should be five lines it should tell me who you are, what you want me to do when you want me to do it by why i need to do it for you. And there was one more that i don’t remember, but if it’s longer than that, you’re going to lose people’s attention it’s gonna go into a file and people may never get to it. If you really need something urgently, whether you flag it or pick up the phone like this is the phone is there or create a chat and do it immediately like don’t put it out there into the ethernet and then hope that someone’s going to respond to it in the way that you would expect them to take time to get comfortable with us? Absolutely. If a person is not accustomed to being a virtual employees very much so. And i also think that setting the expectations up front and letting people know that this is not an easy thing is very helpful because some people feel really lost out there, and what we try and do is when a new employee comes on or someone starts to work virtually who wasn’t working virtually before, let them know that that this might be difficult, there’s going to be a learning curve, and we’re here to work with you on it. You’re not just out there by yourself, and you have to do it without anyone any support, karen, have there been people who decided not to work for idealware because it was one hundred percent virtual, has that ever been a ish? You know, we haven’t encountered that. We did have i’m thinking of one staff member in particular, who is very social and enjoys that aspect of working in an office. And so when he became a home based employees that it was an adjustment for him, perhaps more than some of the rest of us who aren’t quite as social and interactive and, uh, it just it took a little bit of of patients and adjustment on his part, i think, for all of us, it also was very important for us to have our own local networks and people that we could interact with, and so many of us will occasionally work from a coffee shop, or i have a group of local friends and colleagues who also work from home for for various ventures, and so one thing we did was because none of us get to have a holiday party with our co workers. We had one with each other, and i i hosted it at my house, and we had maybe six or seven people there who all work independently from home. And so that was a really fun thing to do to kind of a substitute for the social aspects of working with your own team at an office every day. Is there an annual or semiannual gathering of all the tell us? Fifteen employees of idealware uh, dr bonem right? Fifteen? No, we have five. Oh five oh, yes were fairly small teams and you get together physically at least once a year or so way don’t have a set routine, but yes, at least once a year, we’ll all get together. And in the past year, we have gotten together a little bit more often, too, because, well, various reasons i don’t need to come into here. But, you know, there are times when there’s a big change in the organization there’s a big project that you’re working on that just require you to be together more often. Mother, how about you you have to bring these people from eight cities together. We dio way do, and it was a really interesting learning for us when we first started to expand into these other cities. At first, we didn’t bring that anyone in to meet the internal staff in our boston headquarters. Now, anytime a new employees starts at whatever level, if their virtual they come and do a couple of days training in boston with us just to meet everybody, see what the national office looks like and annually. We have a staff retreat in boston where we bring everybody in for two days to get together and brainstorm and talk and just get to know each other. Okay? That’s interesting like the onboarding process has to be face to face. I think that you can’t you can’t get away from what you get the value you get of meeting someone in person, and if you can and if it’s available financially resource wise, timewise, even if you can get together once a year or even at the beginning so people can meet each other in person, it’s invaluable karen would be one hundred percent virtual doesn’t do employees would they get to meet someone face-to-face physically, we have not made a hyre since we became one hundred per cent virtual, so i’m not. I’m not sure what our plans will be for that, but a related issue that non-profit should think through if they’re considering going to a virtual team is is off boarding our when employees exit, how do you handle that? And we were dealing with that right now. We have an employee who is going to be leaving idealware and so we’re thinking about well, ok, how do we collect the stuff that is in storage at her house? The equipment that is ideal wears equipment that that she has in her possession right now? How do we have a farewell party for somebody on really make that a meaningful event when we can’t physically be together? Those those air, all they require creativity and thoughtfulness, and i’m sure we won’t do them perfectly, but that’s something we’re learning. Okay. Interesting. Yeah. The off boarding right. All right, hyre we still have a couple more minutes together. Uh, you well, party. Your session was gonna be ten key steps. Way covered. Any of the ten key? Steps i think you’ve covered most of them in a variety of different ways, but the other thing that we do just one other tip while we’re at it is i’ve spoken to other organizations who have virtual friday drink beers, get togethers, and friday afternoon everyone gets on video, gets their glass of tea, glass of wine, glass of beer, whatever it is and makes it a very low key social environment on video, which takes getting used to when you’re not when it’s not something you do on a regular basis, but it does give you that personal connection again, that you don’t normally get on a day to day basis. And so there’s things like that that you khun dio that seem a little farfetched sometimes that are really helpful. Hi, great, we’ve i’ve had lunch with one of my co workers where we just get on video together and we’re eating and and just chit chatting about things, and it felt very awkward at first but ended up being a really enjoyable experience for both of us. So i recommend just taking some risks getting out of your comfort zone a little bit. I’ve done a wine, wine, chat with who’s there were maybe half a dozen of us the furthest was in in vancouver. I think so. But, you know, you know, half a dozen people what kind of wine do you have? We’re toasting mean, it could be fun. I mean, it is fun, it could be done. It doesn’t have to involve alcohol way happening. Choose wine, you could do a cough, you can do a coffee date and have everyone you know, on video drinking, whatever their seventeen dollars, coffee is heather would use for video, so we use webex when we do our staff, our staff meetings, we’ve used skype for business. We’ve tried google hangouts also, it depends on who’s running the session and what technology they want to use. We haven’t found the perfect one yet we’re still looking. I think that some of the challenges with video are the number of screens you could get on at one time and who you can see equality has improved significantly over the last five years, even but at first, when we were doing this, the line would drop or you couldn’t hear someone or it was pixelated, you know, i’m feeling like i’m talking old school a little bit, but the technology has improved enough that it makes it seem a little bit more realistic and in person and you can get the visuals, which was something that was a challenge. You couldn’t get the facial expressions without the high definition and the faster response time. All right, so i’m gonna wrap this up and bring it full circle, that kind of belief in the technology i can help listeners overcome their reluctance. We talked about initially and in mindset because that’s really what you got to start, and i would also say the technology isn’t the savior to this it khun definitely help it, but you need all of the other pieces to i feel like you shouldn’t use the technology technology to drive this, but there are some great technologies out there that can help with pieces of this. I couldn’t have said it better. All right. Wonderful. Thank you very much. Heather martin is chief operating officer at interfaith family and karen graham, executive director idealware ladies. Thank you so much. Thank you. Thanks. Great advice. This is tony martignetti non-profit radio coverage of sixteen ntc san. Jose, california, thank you so much for being with us. Amy sample ward is coming up first pursuant and crowdster pursuant has a free webinar dahna relations of the disney way if walt disney was your ceo, how would you treat your donors? How would you inspire staff? What would you do differently? 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I sure am every sample word our social media contributor and ceo of intend, the non-profit technology network there it and ten dot or ge she’s at amy r s ward her latest book is social change any time everywhere kayman sample ward. Welcome back. Same it’s. Fun to get to follow-up anew. Interview from the ntc. Yeah, no kidding. And congratulations on a very successful non-profit technology conference. Thank you. I can’t believe it was already a month ago. Hard to believe i agree. That’s that’s. True. Now you sound a little echo here. You and your ah, you in your office. And and ten, i am in my office. If it sounds a little echoey, i can it’s not bad. No, don’t have. It just sounds. It sounds different. It sounds different. Cubine, have you, uh, have you hung all your your artwork? You have your carpeting down in the new office. Maybe that’s a way. Do have carpeting, and i have a big print right in front of me. Well, it’s under it will get better as we unpack even more. Okay, just sounds like a different environment. That’s all you’re, uh you’re all settled now in the new office in portland. Yeah, we’re all settled. Word. We’re up and running. Yeah. It’s fun to be in a new space. Cool. Congratulations. All right. Thank you. So i know you. Were listening. Teo, heather and karen and and ten, of course, is a virtual organization. How, how many, uh, in office versus virtual employees does then ten have good question we have i think this is something that i thought was interesting that i wanted to bring up from listeningto, karen and heather’s interview with you from the conference was i actually think there are mohr organizations who have teams or individuals that maybe virtual while they still have a physical office than there are organizations who are one hundred percent virtual all right, and they have no physical presence, so i think a lot of organizations, when they’re thinking about this, how do we adapt to virtual staff? And what of the policies with the advocate ex center? I think a lot of that comes from, they still have a gn office, but now they’re trying to incorporate folks and make people who aren’t in the physical office feel included versus just everybody is having the same kind of remote situation, right? That’s. Interesting because heather and karen idealware, where karen is ceo is a hundred percent virtual and heather at interfaith family is not so right. And you are you are hybrid too, yet you have i know you have people in the portland office, and then you have remote employees? Yep, exactly. Someone ten people. You have ten people here in portland, and then we have five people that are remote, okay? And they’re in different time zones to write not all pacific. Exactly. And i think that’s one of the big considerations with a physical office versus remote staff is that it can become easier or the default time for everything to be in the time zone where the office is, even though you have staff that are another time zone. So i think it’s a challenge, but very important. Try and be mindful of time zones when you try and say, oh, my gosh, you know, we’re having a conversation. We should totally loop someone in to realise thirty six p m their time, they’re not online. They’re not waiting for you to invite them to this meeting. Yeah. Interesting. All right, so how do you how do you manage that, then? On dh something early in the morning? If your east coast staffers are talking, you know your office isn’t open yet. Same thing. Exactly, i mean, when i previously was based in new york as a remote employee of intent, whereas now i’m in the office, there was another employee that was on the east coast, and we found the morning to be super productive because the two of us could just, you know, get through all kinds of things on, and we we often worked together on projects it in that way. It was very convenient that we were the two awake early and could get some stuff done and then present it to other staff when they woke up and got online. But now and ten has just one person in east coast time, one person in mountain time and then remote or, i guess, to eastern and then to pacific outside of the office. So it spread enough that i think it helps us force that conversation. You know, we have to say, okay, we have people in enough time zones. What time is it? Really? Right now on dh once, once it gets after two or three o’clock in the portland office, it gets pretty quiet because we know we can’t engage other staff across time zones. Yeah, all right? Do you have mindfulness? Basically means you have to be mindful of this not planned meetings for three o’clock pacific. Exactly. And you know so many of our meetings, and i don’t think this is unique to intend, but so many of our meetings are already kind of reserved on the calendar, right? You you already know when your staff meeting that’s going to be because it’s a recurring meeting and so just making sure that you use those recurring calendar items as a way that start building in that pattern of this is these are the times during the day you could meet with folks. I think that really helped, because then outside of that is when people, maybe, you know, just kind of go head down and work on their own. Whatever is on their to do list. And you set a pattern by the meetings that you schedule in advance. Okay. Yeah, i see. All right. What about the personalities the heather and karen mentioned one of them mentioned. You know, then a lot of introverts, karin said i do. Do you find that in a few different people’s personalities when we’re talking about virtual hi. I actually don’t find it to be different than if you were all in the office together. I mean, i think that if everybody was all in one office, you’re naturally just by probability, right of humans. You’re naturally gonna have some folks that maybe regardless of their personality or just not folks who maybe process in real time in a meeting and are gonna have something to say there people who want that information and they want to go back and think about it before they have an answer, whether they’re an introvert or not. That’s just how they process information. And so in a in a meetings, they were all in one room. Whoever is running that meaning it’s probably i would hope, you know, reaching out to folks who are quiet in the meeting insane. Do you? You know, pulling something out? Do you have something you want to share? Their questions that’ll help you think about this, you know? What are we not considering and that that process, that kind of managing a meeting happens whether everybody’s all in the same room or you’re all of that google hangout? Or you’re talking to two people? In a instant message conversation, you know, i think being thoughtful and intentional about how you interact and kind of manage meetings and manage conversations, it’s the same lessons it’s the same processes, andi, i think, you know, karen’s point about sometimes using those online tools that folks feel like they can participate when maybe they wouldn’t have spoken up in a meeting that could totally be true. I think for me and that antenna it’s really about just regardless of how this meeting is happening, is everybody contributing or does everybody have the answers they need so that we can end the meeting and you know where to go back? Do you find it difficult? Tio include members, employees when if the meeting is by phone, you know and like three or four people are sitting in the conference room or something. And then however, many people are remote and it’s just and thereby phone, not video. Sometimes you have to be very mindful that there are two other people on the phone and it’s hard for them times for them to speak up because they don’t know when the pauses air coming. I mean, you find any awkwardness? Around that, yeah, that’s a good point, i think. Well, two things they’re two strategies one if it’s i think anton has a similar experience, as karen and heather both shared in the interview that if it’s an internal meeting, if it’s really just with other staff, we wouldn’t use the phone, we would use video conference people can kind of raise their hand, or they can post a chat that says, hey, i want to bring something up once we’re done with this point, you know it, and we can manage that easier when it’s on video and then the other strategy that that i think is really helpful, just like best practice generally for mediums, is that if we’re having the meeting, we have a shared document where we’re taking notes, so sometimes that means we could kind of go down a rabbit hole, right? And three of the five people in the meeting are going off on this thing with the other two people maybe don’t want to lose a thought they could just put it into the notes, doc, and we come back to it once we’re done with that rabbit hole, right? We’re we’re still capturing things in a couple different channels, plus as the best practice. Now you have notes from that meeting, right? Yeah, school. All right, all right. Um, what about the part about bringing new employees in who aren’t accustomed to working remotely? Yeah, i think it can be very overwhelming for a new staff person. We try and include processes, best practices, etiquette, social norms in our orientation, but not we don’t do it as a great you’re an employee for the next two hours. We’re going to tell you how we do everything in this, like, remote team versus office environment instead, you know, maybe there’s a section of the orientation where you’re talking with your manager, whoever you’re going to be working with and they’re talking about, okay, these are the meetings were goingto have regularly here’s how you and i are going to check in here’s how i encourage you to check in with others and then in that conversation, you know, talking about some social norms around how to engage folks that are remote verses in the office and where to post content for others to see it and, you know, so we kind of embed the lessons around how we want to operate together into the full process of orientation it’s not a stand alone great here’s how to use instant message er, right hand here’s, here’s, howto chat with folks or hey, remember that these folks were in these time zone, so send them a quick ping before you try and call them, right? Because you don’t know, you can’t see them, so maybe they’re gonna call already or something. You know, i like the suggestion of some virtual knock on the door before you open a video chat with somebody well, and, you know, we honestly we do that in the office, i can see you, but that doesn’t mean that i know if you’re actually muted running a webinar just because it looks like you’re sitting in your desk, so because we are all online or on the phone or running webinars, whatever it might be, it doesn’t matter if you’re in the office or not that’s become kind of standard practice. I am somebody before you walk over to them anyway. Eyes that right? Okay, see, it’s so been so long since i had to work with other people in an office. You had to work with you one of punishment that wass well, okay, i don’t think i’d be a very good employee anymore. We’ll put it that way. Yes, i can see that. Thank you. I don’t think i would hyre myself. I would. I would. I would kill it in the interviews. I mean, why kill it? I mean, i would i would i would kill a possibility. Yes, i would ruin my chances in the interview stage. I would not be a good employee, but so i didn’t know that. So so so in offices, people you i am someone before you, uh, you go and knock on their door anymore before you just walk down and see them. Well, i think part of it is that most staff don’t have a door because we’re working in an open, more collaborative space. And so folks may go behind the door to run a webinar, for example, and then you definitely know they’re offline or not available for you to go talk to, but sometimes you might just be on a phone call and have your line muted for a minute, right? Because someone else is speaking of course, because you’re not speaking out loud doesn’t mean you’re ready for somebody to walk right up to your desk and say something because one ear can still hear the phone call, so okay, i yeah, it’s been since ah nineteen when’s the last time i worked for somebody else was nineteen, no, two thousand three, two thousand three was my last employer for you. Did you know, i think defect tio the idea of being in office where people have really accepted that norm of let’s, just quickly hop on a video call right and have this conversation kind of face-to-face even though your remote, it also means that the folks who really are in the office have to anticipate that at any given moment of the day, they could be in the background of someone’s video, you could be walking past somebody who’s on, you know, has their camera on or maybe the way they’re seated, you know, you’re kind of close enough to them that if they hop on a video and don’t move their screen, you’re kind of in the background doing your email on dh i think that’s just part at least at an ten. It isn’t seen as a negative it’s seen as like, oh, well, i was talking to you, i saw that so and so was was, you know, talking to this person, i didn’t realize they were in the office. Could you tell them this for me? You know? And it makes it feel that much more connected. I can see what’s going on right now that we’re in a new space. As you noted, when when i first talked on the phone, we’re in this new office, we’ll remote staff haven’t seen the new office, and so on monday, everybody in the office wanted to have a conversation about okay, we’re in here now, like, what else do we need? Do we need more chairs or tables? Is there any? Are there any problems we need to address in? There? Were you know, there were problems with, you know, sometimes if we turn the air on it’s too loud for webinar rooms, it’s just too noisy in the room and, you know, just surfacing these issues that you don’t know until you get into the space. Well, all of the remote staff requested to be part of that conversation because they want to know what we’re struggling with. They want to know that if they hop on a quick, you know, video call with us and somebody’s complaining, or or something, they could say, hey, is it because the air is on and it’s really loud, like i understand what you’re going through? I have some insight into that. They want to be a part of it. Cool, all right, that’s, a human, human connection. All right, we gotta take, we got to go away for break. We come back, you and i’ll keep talking about remote employee management. Stay with us. Like what you’re hearing a non-profit radio tony’s got more on youtube, you’ll find clips from stand up comedy tv spots and exclusive interviews catch guests like seth gordon. Craig newmark, the founder of craigslist marquis of eco enterprises, charles best from donors choose dot org’s aria finger do something that or an a a me levine from new york universities heimans center on philanthropy tony tweets to he finds the best content from the most knowledgeable, interesting people in and around non-profits to share on his stream. If you have valuable info, he wants to re tweet you during the show. You can join the conversation on twitter using hashtag non-profit radio twitter is an easy way to reach tony he’s at tony martignetti narasimhan t i g e n e t t i remember there’s a g before the end he hosts a podcast for the chronicle of philanthropy fund-raising fundamentals is a short monthly show devoted to getting over your fund-raising just like non-profit radio, toni talks to leading thinkers, experts and cool people with great ideas. As one fan said, tony picks their brains and i don’t have to leave my office fund-raising fundamentals was recently dubbed the most helpful non-profit podcast you have ever heard, you can also join the conversation on facebook, where you can ask questions before or after the show. The guests are there, too. Get insider show alerts by email, tony tells you who’s on each week and always includes link so that you can contact guess directly. To sign up, visit the facebook page for tony martignetti dot com. If you have big dreams in a small budget tune into tony martignetti non-profit radio, i d’oh. I’m adam braun, founder of pencils of promise. Welcome back to big non-profit ideas for the other ninety five percent. I mean, what about the face-to-face like, do you have face-to-face orientations for new employees? Or do you have annual gatherings where everybody’s together? How do you manage the face-to-face part? Definitely. I think the face-to-face piece is huge. I mean, we we consider some amount of the video calls to be, quote unquote face-to-face you know, we don’t want things to be completely removed into just documents, so we have ah, move a few different layers so that every day at nine thirty pacific, regardless of where you are in the world, if you are working that day, you are expected to be on aa meeting, where every single staff person is able to check in and say, hey, tony, i’ve been waiting on this thing from you so that i can follow-up or this is my big priority today, so if you see me in my head bowed there on, don’t bother me. I got a big deadline, you know, whatever, it might be this on your list, but away for every single staff person to be visible to everybody else, whether they’re in the office. Or not. And then every monday, we have a full staff meeting. That’s actually programmatic. So you know whether it’s a proposal first from somebody or a certain team wants to give an update whatever that might be, you know, formal agenda every monday, but twice a year, all staff come to portland for a full week of planning meetings and happy hours and lots of eating. And and then outside of those two meetings, you know, we have our conference. We have our own events that also bring all the staff together. Okay, off course. The portland food scene is it was worth gathering around exactly so cool sametz priority than planning meeting second. Yeah, we have the trucks, the trucks, air. The trucks are key. You can have. Yeah, there are only two blocks from the office now, but that would mean a lot of trucks, but i’m being a new yorker. I’m calling them trucks. They’re called cart their carts, right? Not trucks? Yes, their carts. Right. And what you call a collection of carts? What is that called? A cart pod. A court pod, right? Right. Just like whales. Write a card pot. But, you know, you call it a pod? Or would you say i’m going to the cart pod? Or you just say, i’m going to the pod, you say i’m going to the cart, the cart’s? Oh, you don’t say pot. Ah, ok, ok. Yeah, it’s. Very important. But anyway, so you do this twice a year, twice a year. All in ten step. Okay, very good to know. Alright. So that’s different than the heather and karen managed things, but cool. Okay. Okay. And then, of course, yeah. You’re conferences drop the whole staff together. Two leading change on tc, right? Yeah. Okay, exactly. And i think, you know, as much as there were all there to run the conference. We’re also there a couple days early. Everybody gets to catch up and see each other in person. But i also think there’s a lot to be said for doing something together, you know, by the end of the week, even though we didn’t spend the weekend casual planning meetings and eating food from the food cards, you know, we get to the end of the week and feel like everybody has certainly bonded has certainly had all kinds of conversations because we just we just ran the whole conference together, right? It really creates an opportunity for there to be a lot of connections. What else came out of that conversation that you want to talk about? We still have a couple minutes left. Yeah, well, i thought one thing that we could chat about were some justice, you know, kind of kind of boring things around policies think at inten we’ve found to be really important so something that organizations may not think about, but karen alluded to this at the very end when talking about, you know, staff person, that leaving the organization and they have all this equipment, the organization really should be providing that equipment, just like you would to someone that’s in the office. So even though you’ve been hired as a remote employee, that doesn’t mean you don’t need a laptop in a second monitor and a phone and all of those pieces. So thinking about policies that treat a remote staff person just like you would a staff person, as in the office, and i think that also goes further to say in the office, right? And ten pays for all of all of the office for the electricity and the internet and everything else. So, do you have policies that they for staff who were working from from their home as they’re expected space, that you will reimburse them for some of their internet or some of their phone cost? Etcetera? Okay, very, uh, very thoughtful policies you have. Okay, do what i think something else that karen heather brought up was, you know, remote staff feeling like, oh, today i’m going to go work from a coffee shop or today, you know, i just need to get out of my house has been sitting in my living room for four days straight, right? I think it also goes a really long way to make sure that feeling of freedom is shared between folks in the office and folks who are remote so that you don’t create this feeling that, like remote staff have it better or folks in the office have it better, everyone should feel like, hey, i really need to write this article and i want to focus. I’m going to go to a coffee shop and sit by myself for two hours. It doesn’t matter if you work from home or you work from the office. If you’ve created that culture, everyone should get to be a part of that. No. Okay. Egalitarian. Right. Okay. Yes. Um what else? What else came out of that that you want to talk about? Well, one thing that i thought was interesting that was brought up right at the end that end ten has a different version of is that idea of ah, kind of virtual happy hour. And i think part of it for us, the reason why it isn’t necessarily happy hours because again time zones, you don’t want to tell somebody that is three hours ahead. Hey, you should wait until eight. Get back on your computer, have a glass of wine. Would you like to be part of the team right now? That doesn’t feel very fair. So instead, what we have is a weekly lunch. So in the office here we turn on a google hangout and, you know, open up the line, essentially and that any of the remote folks can also call in if they’re free. It’s not required it’s. Not like people in the office have to stop right at noon and start eating. Lunch on video. You know it’s just anybody that wants to have lunch together and chat the line is open, you can hang out and you know, it’s gonna happen every single thursday. So if this thursday you can’t do it, no big deal. But next thursday, you can call in on dh. It just creates that kind of open conversation space where you can chat about sometimes work sometimes good ideas for work, but also just random things. What are you doing for the weekend, etcetera? Excellent. Excellent. Thank you. Alright, we have to leave it there. Any sample ward? Our social media contributor. Ceo of antenna and ten dot or ge she’s at amy rs ward. Amy, thanks so much for sharing. Intends remote, you know, management stories. Thank you. Yeah, it was a pleasure. Thank you. Next week, gene takagi are legal contributor returns with election year advocacy. What’s allowed. And what gets you in trouble? Plus, we have another excellent interview from ntcdinosaur. If you missed any part of today’s show, i beseech you, i implore you, find it on tony martignetti dot com. Where in the world i’m very uncertain the way forward with this. I need to know the path i have to find the path ahead. We’re sponsored by pursuant online tools for small and midsize non-profits data driven and technology enabled pursuant dot com, and by crowdster online and mobile fund-raising software for non-profits now, with apple pay for mobile donations. Crowdster dot com. Our creative producer is claire meyerhoff. Sam liebowitz is the line producer. Gavin dollars are am and fm outreach director shows. Social media is by susan chavez, and this great music is by scott stein. Be with me next week for non-profit radio. Big non-profit ideas for the other ninety five percent. Go out and be great. Buy-in buy-in what’s not to love about non-profit radio tony gets the best guests check this out from seth godin this’s the first revolution since tv nineteen fifty and henry ford nineteen twenty it’s the revolution of our lifetime here’s a smart, simple idea from craigslist founder craig newmark yeah insights, orn presentation or anything? People don’t really need the fancy stuff they need something which is simple and fast. When’s the best time to post on facebook facebook’s andrew noise nose at traffic is at an all time hyre on nine a m or eight pm so that’s, when you should be posting your most meaningful post here’s aria finger ceo of do something dot or ge young people are not going to be involved in social change if it’s boring and they don’t see the impact of what they’re doing. So you got to make it fun and applicable to these young people look so otherwise a fifteen and sixteen year old they have better things to do if they have xbox, they have tv, they have their cell phones. Me dar is the founder of idealist took two or three years for foundation staff to sort of dane toe. Add an email address card. It was like it was phone. This email thing is right and that’s why should i give it away? Charles best founded donors choose dot or ge somehow they’ve gotten in touch kind of off line as it were on dno, two exchanges of brownies and visits and physical gift mark echo is the founder and ceo of eco enterprises. You may be wearing his hoodies and shirts. Tony talked to him. Yeah, you know, i just i’m a big believer that’s not what you make in life. It sze, you know, tell you make people feel this is public radio host majora carter. Innovation is in the power of understanding that you don’t just do it. You put money on a situation expected to hell. 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Nonprofit Radio for April 15, 2016: 8 Areas of Nonprofit Excellence

Big Nonprofit Ideas for the Other 95%

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Michael Clark & Melkis Alvarez-Baez: 8 Areas of Nonprofit Excellence

The Nonprofit Coordinating Committee Excellence Awards are based on tough criteria that reveal the right way to run your organization in areas like fundraising; management; board; financial; and diversity. This is from the show on March 6, 2015, when Michael Clark was NPCC’s president, and Melkis Alvarez-Baez was their director of programs. They explain all the standards.


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Hello and welcome to tony martignetti non-profit radio big non-profit ideas for the other ninety five percent i’m your aptly named host it’s tax day. I hope that doesn’t make you cringe just think about next year when you’ll have until april seventeenth, two extra days next year see how generous the irs is to you. Oh, i’m glad you’re with me. I’d be thrown into thrombosis, ida pina, if you dealt me the low blow that you missed today’s show eight areas of non-profit excellence the non-profit coordinating committee excellence awards are based on tough criteria that revealed the right way to run your organization in areas like fund-raising management board, financial and diversity. This is the show from march six twenty fifteen, when michael clark was and pcc’s president and melkis alvarez-baez was their director of programmes. That explains all the standards on tony’s tech too our contributors, we’re sponsored by pursuant full service fund-raising data driven and technology enabled, you’ll raise more money pursuing dot com also by crowdster online and mobile fund-raising software for non-profits now with apple pay for mobile donations. Crowdster dot com here are michael clarke and melkis alvarez-baez with eight areas of non-profit excellence, i’m very glad teo welcome it’s, a pleasure to welcome michael clarke and melkis alvarez-baez to the show, michael is president of the non-profit coordinating committee of new york. He has thirty five years of training and experience in urban issues, public health and non-profit management, and they are at n pcc. And why on twitter melkis alvarez-baez, director of programmes at non-profit coordinating committee of new york, one of the programs she directs is the new york community trust non-profit excellence awards that we’re talking about today and she’s at melkis alvarez-baez michael melkis welcome to the show. Thank you for having us. Pleasure. Pleasure. Tio be able to spend the hour talking about some, i think extraordinary guidelines. Eight specific areas. That non-profits good. Very much benefit from michael, our president and pcc, new york. Where were these eight areas of excellence come from that? The awards are based on well, it’s. Funny. You should ask tony. We we actually little karin answer for that. I didn’t prepare nasco and not only prepared but it’s the truth. Ten years ago we looked around the country and we realised there are thirty six regional associate state and regional associations of non-profits like ours, representing a total of about twenty five thousand non-profit organizations and nineteen of them have developed their own standards for what are the key areas of management that you have to do really well, so that your organization performs at a high level and as a ceo so you don’t get fired. So the point is we took a look at those we identified even though they don’t quite agree with each other. We said we’re gonna fight eight areas that that they all had in common. Okay? And we decided to use those eight areas to build a slightly different kind of programme. Most of those are certification programs. You take a workshop, you passed the test, they say, okay, you’re certified in financial management. You certified in this, we thought we would create an aspirational program, one that really talks about what did the excellent practices and financial management look like? What did the excellent practices and communication look like? Because i think these days, most people are trying to figure out how to make the organization’s perform better. So these air guides to how to make your organization perform better in those areas and quite well detailed. We’re gonna have time since we have the full hour. Get into some of the detail of it. Um, now, only nineteen of the thirty eight organizations had had standards of sometime. That’s only that’s, only half. Yeah, that’s all within the last five or ten years. It’s a trend that they’re gradually developing these program or more. Yeah. No kisses, nothing. Yeah, i think last time i checked, it was actually twenty one of them that had some sort of standards program. It’s growing. I just came from our national conference, and we talked a lot there about standards of excellence programs and also about the excellence awards program and where they were one of only two organizations that has an excellence award. Strauss cool. All right, the other one is washington d c right now melkis this is a lot more than an awards ceremony, right? Maybe there’s let’s talk about the workshops that aaron get involved all year. You’re raising really the level of lots and lots of non-profits whether there in the awards competition or not. Yeah, we actually like to say that the awards is uneducated schnoll program disguised. As an awards program on and it’s quite lengthy process from march to november, culminating in that final award ceremony where we sort of announced three winners but really the entire process, even the application is meant to be educational for applicants, so that there’s something for all of the organizations that go through the process, even those that don’t win, right? And the idea is that by going through this application process, they’re learning about their management practices and how to improve them. At the end of each awards program, we also put on a siri’s of workshops that are actually going on. Now they’re called the pathways toe excellence workshops in the idea with those is to really disseminate the best management practices in each of these eight key areas that we’re going to talk about from past winners of the awards. And it was that award ceremony last november that motivated me tohave the two of you on the show because i was i just was so taken by how no, how the organizations had risen to the to the challenge of the eight areas that there were three organizations on stage, but i know there’s lots. Of lots of organizations a z i said, i mean, even even beyond the ones that are in the competition, there’s lots of organizations learning a lot about very, very good practices. Andi was just i hadn’t i hadn’t heard of the awards. Sorry to say i hadn’t heard of them before i was invited. Okay? All right, well, i’m too i’m helping you. We’re getting it out to ten thousand more people. Yeah, i was invited to go boyfriend hey. And i went and i really was was taken by the descriptions of the organizations out there with the three that were on the stage, the finalists and just the overall explanation of the eight areas. So welcome. I’m glad i’m glad i was there going. You’re the practices. The good thing about the program when you come to those awards and when you sit through the best practices workshop is you’re listening to people that have actually had to implement these things. Yes. So this is not somebody’s theory about how to do this stuff. This is this is just a lesson straight from the field, right? How they think it has a has a i think non-profit managers recognize that right away it has an authenticity that you wouldn’t necessarily see if you read a lot of books. There are something over seven million entries and google for non-profit excellence. Okay, it’s, a confusing world let’s start to get it let’s start to get into our eight because because there are eight, and i want it just as an overviewing i’m going to take them off, okay, if you’ll allow me great. So people know what’s what’s coming up, the first we’re going to talk about is effective and ethical fund-raising and resource development overall management focus on results, governance structure that moves the organization forward strong, transparent and accountable financial management, diversity and culturally competent organizational practices. Enlightened use of human resource is that’s interesting, enlightened use appropriate and reliable information technology it systems and regular ineffective communications and use of communications technology. That’s where we’re headed let’s start with thea the fund-raising and ethical effective unethical fund-raising and resource development let’s start with you, michael, the one of the things that there’s lots of bullets under all of them. And we obviously do not have time for all that for each bullet. That’s impossible, but let’s ah, let’s talk let’s. Look at a couple like fund-raising revenue streams are as diverse as possible. What are we looking for there? Why is it important? You’re looking for something that looks like a pyramid and a lot of non-profits finances looked like an inverted pyramid are the words you’re looking for some money coming from private donors, some money coming from foundations, some money coming from the government, some money coming from corporations and that there’s a very simple reason for that. If you have only one source revenue, then you’re extremely vulnerable to changes in politics or changes in foundation trends or changes in whatever that one sources so better toe have you that that’s very risky? Yes. So you you know, just to keep it to be a sustainable is posits a big word in the nonprofit sector. Sustainability to be a sustainable is possible. You want tohave as diverse range of sources of money as you can get the the board. So i’ll tell you what we’ll may well go back and forth. So you know michael will cover. Well, michael will cover the talk about the fund-raising and then melkis will do the next area. Okay, we’ll be all right. But then chime in two, you know, i mean, let’s have a conversation. I don’t mean to shut you off milk if you want to add something about effective ethical fund-raising please do. Okay, um, the board overall responsibility for raising funds to meet the organization’s needs the responsibility fund-raising resides with the board, michael, it actually does. You know, there are three basic principles built into non-profit law about what boardmember we’re supposed to do, and one of them is called the duty of care, and that involves making sure the organization is sustainable and has revenue. A lot of board members walk onto boards and never realized that we do a lot of training with board members and coaching on they say, really, i’m supposed to help them raise money? Absolutely it’s part of its part of the job of being a boardmember so, you know, boardmember is frequently represent very different kinds of backgrounds than the managers, but they bring a lot to the table, and we’re looking for one hundred percent annual giving on the board. A good standard is tohave one hundred percent above board giving something personally. Some board set up a number something just say, give something that’s meaningful to you, but somehow you one hundred percent giving you what that is that if your board members aren’t giving, then it’s hard to convince others to give to your organization. Sure, they’re your key, your key volunteers right there. You’re a prime stakeholders if they’re not doing it, why should others? Yeah, cool. Um, let’s say i’ll tell you what, let’s let’s go out on a break and when we come back, we’re going toe we’ll get through our next area, which is going to be overall management focused on results, and we’ve got six other areas after that, so hang there with us. You’re tuned to non-profit radio tony martignetti also hosts a podcast for the chronicle of philanthropy fund-raising fundamentals is a quick ten minute burst of fund-raising insights published once a month. Tony’s guests are expert in crowdfunding, mobile giving event fund-raising direct mail and donor cultivation. Really all the fund-raising issues that make you wonder am i doing this right? Is there a better way there is? Find the fund-raising fundamentals archive it tony martignetti dot com that’s marketmesuite n e t t i remember there’s, a g before the end, thousands of listeners have subscribed on itunes. You can also learn maura, the chronicle website, philanthropy dot com fund-raising fundamentals the better way. Welcome back to big non-profit ideas for the other ninety five percent let’s do live listener love let’s do it early because we got a lot manami wisconsin love it, my nominee. I love that st louis missouri would bury new jersey, new bern, north carolina will be there in a couple weeks in north carolina. Anyway, new york, new york live listener love to each of you will go abroad a little later on got to send out the podcast pleasantries, people listening in the time shift on any device, anytime podcast pleasantries to you and our affiliate affections love our affiliates throughout the country, lots of affection going out to them melkis let’s, look at this overall management focus on results and why a well defined mission statement is important. Yeah, i mean, i think mission statements contend to be kind of cloudy sometimes they’re up there, right? And this area really has to do with organizations defining the difference that they want to make people’s lives in the communities that they’re serving, and then setting sort of milestones and benchmarks to assess and track their own progress towards that difference right towards the impact that they ultimately. Want to it? See? And there’s a point made that it’s ah it’s. A well defined mission statement so narrowly focused. Ah, what else? Well defined geographical focus also, you know, in terms of when it comes to what the selection committee is looking for, a strong response in this in this question, they’re looking to get a sense from the mission statement. What an organization does, right. And ultimately, if an organization has to take a paragraph toe, explain what they do, then perhaps it’s worth revisiting the mission statement. Okay. You mentioned the selection committee. Who is the selection committee for the awards? Yeah. The selection committee is a group of about thirty two consultants non-profit leaders. That’s a big committee. Yeah, many of thirty two. Yep. And the idea is that we have about four people strong in each of these eight areas. Okay. Oh, i see. All right. So there’s target over their teams. Some committee’s subcommittee. Oh, excellent. Okay. Um, expert consultants and technical assistance air used when they’re needed. Yeah. What’s what’s a focus their you know, this is an area that can get really expensive, you know, to do long term evaluations for example, and so consultants provide a service that allows organizations toe improve upon this practice, especially if they can’t do it. I’m themselves. Last year, rome, new york, during their site visit, spoke about their use of consultants and row in new york was one of the three finalists. Yes, that i saw on the stage. Three winners for one of three winners, right on dh. They spoke during their site visit, which is the final stage of the selection process about how they had used um ah, consultants teo improve their own performance in this area to assess thie impact of their work. Remember what kinds of consultants they were using? Let’s. See? So in one area they were working to improve their boards performance and making sure that they were setting expectations on dh, that the responsibilities were clear. So, you know, this area about tracking results is not just about program results, but also about organizational results as well. Yeah, okay. The organization uses reflective learning. What is that? It’s an organization. You know, it’s a practice that organizations are being mindful of what they’re seeing, and then reflecting back on that. So saying, well, why did that work a certain way, or why didn’t that work a certain way? As we expected, perhaps, and then coming back and trying to take steps to sort of address whatever you know, they did see what the result wass, you know, so they’re not just resting and great results, for example, but they’re trying to see how can they be even greater? And if something doesn’t work, then how can we improve upon it going forward? All right, how about we go to aa governance structure, michael governance structure that moves the organ move the organization forward, that’s what we do, yeah, we do more that i functional agreement, our experience high performing non-profits and i say this without exception all think of the relationship between their board of directors and their top manager, usually the executive director of the president as a partnership. I say that because when i came into the sector thirty five years ago, there was a tendency to see the board as the governance body, and they made the decisions, and they made the policy. It never really worked like that. But it sounded nice on paper. But the truth is, if they’ve got to work together because both of them play essential roles in making sure that the organization is is working at its optimum. And there are a lot of details to that, as you know, but the point is, you know, it’s it’s just to make sure that everybody’s on the same page and we’re all moving in the same direction, and that we have some markers for determining whether we’re getting there. One of the standards is that the individual board members and the board overall is regularly evaluated key huge print, huge thing people think, well, the board should be evaluating the executive director of the year it’s true that’s true, right? The government governance committee or some other body should be evaluating the performance of the board as a whole and the performance of every boardmember because it really is a job. And you want to make sure that everybody’s playing on the team think of think about rowing about like rome. New york does every day and you get imagine if eleven people are growing really well on one person’s decided that this is lunch time. You’re not gonna have a high performing rowing team? Yeah, teamwork. Is what non-profits take toe work effectively. Um, new board candidates get a recruitment prospectus and site visits. It’s a big deal. What should be in that recruitment prospectus? We look well, a lot of things that expectations. Ideally, you’d have a job description for board members. You have some sort of description of the kinds of functions of the different committees on the board. How will you be evaluated a year from now? So people know what they’re working against. You know what with what will this test cover, as they say in school and, you know, it’s it’s way give people in our organization we give people the last six meeting’s minutes so they can sort of get a flavor for how the board talks about things. We have ah, charge to every one of our committees that says not only what its duties are, but sort of what its goals are. Our contribution should be, i presume. Non-profit coordinating committee of new york is adhering to these eight standards we try, we were working in its very aspirant. They’re very aspirational really mean. They are it’s and it’s. A constant, innovative process. I can’t. Exactly. And the exciting thing. Tow us is about fifty percent of the people that apply now have applied before that’s exactly way we structured. The weight is fifty percent of the organization’s. Oh, oh have r repeat people keeping one of they want they want to do more. They want it. They want to come back to the inn are most positive. Feedback comes from people that don’t win. They say this is the best thing we ever. It was an enormous amount of lorts cream it’s the best thing we ever went through it’s better than strategic planning, you know it’s it’s ah it’s better than anything else. We’ve tried and we and we didn’t win this year, but we want to go through again next year. We have part of a big part of the reason too. That is melkis gives everybody on our toe now on behalf of detailed feedback in a conference call after the committee of the committee of our two hour and a half, you here’s here’s what the committee said about your communications here’s what the committee said about your financial management hears so mary’s where you need to improve that’s what would cost most? Non-profits a lot of money and, you know, and paid consultant and how many organizations do you do that for? Its offered to everyone that applies. So, for example, in twenty fourteen, we had seventy seven applicants. I’ve done feedback calls with fifty three of them so that’s, about seventy percent of them. Okay, that’s, a big commitment on our part, you know, toe invest that time. But as she said, it’s, really from our point perspective, a training and consulting and coaching program mohr than a competition in the competition is it’s like the voice, you know, see the voice on television. You know, the big payoff in the voice is not whether you win that particular cycle, it’s, that you get to be part of some, you know, master, musical persons team, and you’re going to learn a mountain from that. Well, we hope you learned a mountain from our whole application process. All right, excellent. Um okay. Another one just under the governance structure. That expectations are understood by board members, i guess. That’s part of that probably reflects on the prospect. The recruitment prospectus. Yeah, it does. But it’s it’s also something that needs a constant refresh because board members, i think a lot of them have sort of fallen into ah, dreamlike stand trance where they believe, you know, my job is to come and make sure that the staff’s doing a good job and pat him on the back well, that is part of their job. But there are a lot of other parts to their job, and they they need to do it. And sometimes i need coaching and coaxing and and help and all sorts of stuff, all of which is part of the picture. But staff does a lot of the driving of that process. But boardmember sze have very definite responsibilities just ah, quick. When do you think that these this the recruitment prospectus would that be something that signed by the boardmember i acknowledge that i’ve received a copy and i understand it. Is that that important? It some organizations do that. Some organizations have an annual commitment. Statement where every boardmember signs a commitment that this year i will help raise this amount of money this year with individualized goals. Yeah, this year i will attend at least seventy five percent of all the board meetings, committee meetings and so on. It’s not a light thing. You know, i had a governess, board chair, governance committee chair at a previous organization who used to say it’s the reverse of the old army slogan which used to say it’s, not a job. It’s a journey. He said, this is not a journey at the job. Yeah, it really today running a nonprofit corporation has never been more demanding, but it’s also, you know, one of those things where it’s really closely related toe having board assessments and having a report card, you know, of the entire board or individual boardmember because that’s another way to die, checkin on whether they know what is expected of them on and to remind them when they are not performing, and to acknowledge them when they are, you know, performing you know, i love the annual commitment document or something like that. And and of course, the individual boardmember zehr all being reviewed? Yeah, cool melkis let’s stay with you for ah, accountable financial management. What? Why don’t you? Why don’t you point out what you think is important there? Yeah, i think in this area what? And michael said, one of the buzzwords earlier sustainability, right? So the selection committee is really looking for organizations that are financially healthy and that are that are making smart choices in their finances so that they’re around five years from now, ten years from now, long long term write the other thing that they’re looking for here is how their mission is informing their financial practices. And sometimes we tend to think that those two things are separate, but are the finances informed by what is important to the organization? Right? So, for example, with leek and watts, who was our gold prize winner last year, they were really focused on making sure that their programs were being maximized because beds that weren’t full meant dollars were being thrown. What you tell us what we can watch those? Yeah, sure. So lincoln watts has a school up in yonkers. They also provide tons of programs and services for juvenile justice, youth or kids that are involved in the juvenile justice and students with disabilities. They have programming for them as well. So it’s a pretty multi service organization. All right, so you want to see that alignment between financial priorities and mission and that correct mission statement? Yeah, exactly. Okay, um, adequate cash reserves. Yeah, the protect the organization against contingencies about that. Yeah. I mean, it’s sort of ties back to what michael was talking about earlier about having a diverse revenue stream. It’s all about making sure that you’re protecting yourself and having that cash available is critically important. This election committee looks for a minimum of three months of cash reserves, but ideally at least six months. And of course, you keep saying the selection committee, but we know that this is for all non-profits whether you and to the end of the competition or we’re just or not, it has been an area of serious advancement in the nonprofit world of management of governance. In the last twenty five, thirty years, there was a time when people thought, well, they should operate in a break even, you know, they should just barely make it out because we don’t want a pile of money in the closet. And the truth is, you do that and you’re putting your entire mission at risk. It’s a very silly way to do business. In fact, there’s a standard here for ah working, striving toward a budget surplus each year. Yes, you should. You should want one of the simplest ways. And people don’t think about it is one of the simplest ways to build a surplus is to put it in the budget every year. Contribution of the surplus. Fifty thousand dollars on contribution of the surplus one hundred thousand dollars and treated as an annual recurring expense. And next thing you know, you look up in five years. So it’s not just an afterthought, right? Exactly. Well, not just what’s left over what’s left at the end because non-profit people tend to always could think of more needs and more things they can do and more activity. But you got to think about preserving your organization. I don’t like your own personal finances. Budget for savings? Yes, not just save what’s left of the exactly. Exactly. All right, all right. I’ll stay with you, michael. For ah, diversity and culturally competent practices. Well, this is a very rich area. The truth is diversity. I think most people understand what that means, but diversity’s important, we believe, for all kinds of companies, not just non-profit companies, but in the nonprofit sector where were frequently dealing with such a diverse communities it’s especially critical that we have boards that represent that staffs that represent that, and those are some of the questions that we and the practices that we focus on, representing the communities, that they’re serving exactly the populations, but there’s another issue in here, which is cultural competency, which is a little newer, but i think in many ways is more on point, and that is, if you’re working with populations that are that are each have their own cultural and language and other kinds of barriers to perhaps to dealing with you, you know, it’s part of your job to make sure that you can communicate with him in ways that are understood and that you understand enough about the culture and the language to make sure that not only are you getting the word out, but also you’re getting communications back. Yes, there is, and i think we’re going you have it in one of those standards, regular feedback from the communities that you’re serving. Yeah, there’s a great example. There’s, an organism wonderful organization, bronx works that that about five years ago applied and when asked about diversity said, well, you know, they’re in the bronx and they said, well, you know, we have several people on staff to speak spanish, and i think at the time, they thought that was a good answer, but the selection committee actually dinged him on that because the bronx today represents a very diverse number of ethnic communities, and it goes way beyond the sort of historic image of the puerto rican south bronx. So we came back this past year, and i asked them that same question, and they explained that they had the capacity now to trance simultaneously translated thirty four languages, that they had people on staff speaking nine of the most frequently spoken languages in the bronx. And they want outstanding that’s. That what that’s a what a great story. That’s. Terrific. Um, you have about a minute left before we, uh, we take a little break. Um, the organization regularly assesses in response to emerging needs. So that’s. That’s a big part of that feedback you’ve gotto do you know what your community’s needs are? Yeah, because the truth is not a static, especially in new york city, no place like new york city, where neighborhoods turnover constantly in terms of ethnic and demographic, another composition just look at brooklyn or queens in the last ten or fifteen years, so what you want to do is keep making sure that the geographic area is serving on the issues that you’re working on, connect with those realities outstanding. All right, mohr with michael and melkis coming up first, pursuant and crowdster i’ve talked to their ceos, both of these guys, you are focused on small and midsize shops just like this show, and just like i am, trent recur at pursuant, he has thirteen years working in small and midsize non-profits he gets your fund-raising challenges he’s lived them day in and day out and that’s. Why pursuing tools are made to overcome those challenges so you will raise more money pursuing dot com over crowdster the ceo there, joe ferraro, he and his wife, hanna run a small charity, and he used to be a marketing executive at t he knows your challenges also living them now each day and he’s at crowdster applying corporate marketing to overcome these challenges. That’s why, they added apple pay for mobile donations they’re peer-to-peer micro sites, they’re simple to set up elegant crowdster has terrific support. You are not going to be doing this alone just ah, talk to joe yourself. Joe ferraro, joe dot ferraro at crowdster. Dot com talk to the guy now. Time for tony’s. Take two. I am so grateful to our three regular contributors, amy sample ward, maria semple and jean takagi. They are by no means regular, like ordinary. They’re exemplary. The time they put in to prepping were even before prepping. But just thinking about topics, you know they’re always out thinking about topics emailing me here. This could be good. How about this? And nine times out of ten, whatever they come up with is outstanding. And i say, yes, let’s, go with it. And then the time that they spend preparing and then actually doing the show, you know they have to arrange their schedules around that. Obviously so, you know, very very grateful. Ah, i’m thanks. Latto have amy and maria. And jean on the show, month after month, it’s been for years, all of them jean has been the longest, like he was on one of the very first shows. So that’s, almost latto what we’re coming up on five years, six years come upon six years in july, and maria and amy, like four years or something, you know, it’s just enormous gratitude to the three of them. Thank you so, so much that’s. Tony’s take two now here’s michael and melkis continuing with eight areas of non-profit excellence melkis i think i think it’s your turn all right, let’s sound right for the enlightened use of human resource is what’s enlightened use? Um, so enlightened use means that that organizations are sort of maximizing the talent that is available of them, that they are taking care of their staff. And what else? That they’re sort of using their staffs experienced, tio benefit the organization. Okay, uh, another area in that and there is making sure that your risk level for your staff and three organization is as low as possible so that you don’t allow your organization be blown off course because of something didn’t expect and for that matter, you don’t subject your staff too. Such stressful conditions that it’s bad for them. So it’s it’s, really? The karen nature nurturing of your staff, as well as optimizing with one of the standards, is professional development opportunities, internal and external melkis yeah, so that’s something that the selection committee members really look for in strong organizations is that they’re investing in their staff, right? And so that khun b you know that can take the shape of online universities almost that are created for larger napor imitations and their staff, or something as simple as belonging to end pcc and sending your staff to the workshops that we put on that’s that’s you know something else that a lot of organizations tower in their own applications? Um, that there that there is a whistleblower and conflict of interest policies. Now i noticed those those specific policies appearing to two different standards. What? Why are those specifically mentioned whistleblower in conflict of interest? Well, one one big thing is we just wait. Just finished passing the first revision of the new york state, not for-profit corporation long forty five years and i served on the attorney general’s task. Force that created much of the draft for that and the truth is so so i’m only i’m only two levels. I’m only two degrees of separation from new york state attorney general, two degrees of separation. Well for mr snusz wish i had known you als, but the upshot is it requires now used to be recommended and now requires that every non-profit have a conflict of interest policy and a whistleblower policy, and not everyone was civil or you have to be above a certain budget level. But the point is that there’s much more law undergirding those doing policies. What conflicts of interest are we talking about this between morgan over primarily material conflicts of interest between your sister is the treasurer, right or or the money, you know says we’re paying we’re paying an insurance company. This is an actual example. We’re paying insurance company to ensure all of our operations, but it turns out you’re paying the insurance company more than they really charge, and they’re taking the extra and kicking it back to us. Executive director is just a couple of examples of flagrant abuse that’s about somebody just went what prison last year? For okay, for eleven years of that kind of behavior. And the truth is ah, it turns out this is far more important even than the audit. We actually raised the threshold for audits in the state from two hundred fifty thousand up to a million starting over the next few days. Give a break to the smaller organization exactly on it for what it is not because an audit is not it. You know, every one of the organizations that you’ve read headlines about people stealing money in the last fifteen years, they had a clean audit here before. So the point i’m making us it’s. Not that the auditors weren’t doing their job. They were. And on it is a very limited tools to assess the finances. Okay, and the conflict of interest part are we also thinking about conflicts between boards? Boardmember is doing business with the organization? Yeah. That’s part of what’s covered. Okay. Has a whole list of things. If your mother, brother, sister, grandfather, any people like the any relatives, children, you know, life partners or people are also being paid by the organization. Then you have to. You have to do a declaration. You have to fill out a form. Okay? Succession planning is a part of this too. That that’s part of risk is it is you don’t want an organization that has suddenly hit from sideways because executive director dies. Gets run over by a truck is the favorite example. Yeah, or just, you know, gracefully retired, whatever it is you want to know about that, you want to plan for it in advance. You want to have process established for how it’s going to work on big organizations. You might even have somebody in waiting in smaller organization to at least know what the plan is, you know? And it could even be a you mentioned could be retirement. Retirement could be corixa. Resignation could be sudden. And ideally, the person would stay until the replacement is in place. But maybe there next-gen job doesn’t allow that. Thinks that i mean, that could that could shake things up pretty seriously when the ceo walks in and says, you know, i’m only gonna be here another three months yet big deal. Okay, okay. I’m going back to melkis because you took over work-life. Um melkis information technology. This is this is big reliable we have reliable. So if we’re using windows x p still that’s ah, we probably do not have, which is totally unsupportive and has been un supported by window by microsoft. For i think a year now or something that’s, not a reliable system. Ok, yeah. So this area actually focuses more on like it. T infrastructure has a hole, right? But also i’m shallow, shallow examples of so here we’re looking at, you know, making sure that you have the technology that you need to make sure that the organization is efficient. That it’s, you know, sort of making everyone’s job a little bit easier. But also, you know, what roles does technology play in advancing your mission related goals? A cz. Well, so we often hear about how organizations are trying to use technology. Teo sort of helped deliver the programs and services that they offer. So eh? So i guess this this area is twofold. It’s about building that infrastructure to support your staff, but also the infrastructures to support your programs as well. Yeah. Ok. I see that disaster preparedness and disaster recovery planning is a part of that. One of the interviews i did we’re gonna have? Ahh we’re gonna have ahh half a show devoted to that because it’s one of the end and tcs reviews i got was exactly that. Why? Why so important? Well, we saw it with sandy firsthand, right? Organizations that didn’t have that solid infrastructure were unable to return toe work on dh basically were not able to provide services on dh programming organizations that had a more solid infrastructure we’re able to, even though they might not have been able to return to their offices physically were able to continue their work with pretty minimal interruption because they were ableto work remotely from home on. And we saw that, you know, with our own organization where a lot of us were able to work from home even though it was difficult toe commute into the into the office. Okay, andi, even if you can’t maintain fool full operations, at least you khun, you’re functioning, you’re in communication with each other, you can you can communicate outward to the people that you’re serving mean, at a minimum, you know, i think those things are important communications. What was your michael? What was the ceo there? President there? What was the post sandy like for ah non-profit coordinating committee? Well, it was quite hectic because a lot of organizations were, you know, trying to scramble to come up with solutions to problems that varied all over the map from literally being underwater toe having some of their system’s knocked out toe, having clients that were stranded in communities that were heavily impact about the hurricane and one of our winner is actually in the excellence awards program redhook initiative had had had the foresight four years earlier to build a wireless network in the largest public housing project in brooklyn, and it was it was done for the right programmatic reasons, the very reasons melkis just mentioned so they get communicate easily and cheaply out toe people that lived there, that’s the low income population so that those people could talk directly back to bradrick initiative and say, we need a program that does this, and we need some economic work on this and so on it’s very rambunctious programmed as a lot of stuff, and they didn’t plan it. I don’t think that’s a disaster response mechanism, but when the when the flood hit and then i think fourteen thousand people stranded in all these buildings with no elevators and very difficult problems with medications and food and stuff. They were all they were able nonetheless, in most cases to communicate, at least with every floor, and they were able to talk to people going to get people out, bring stuff in. So, you know, you forget sometimes you think of it and wireless services, you know, that stuff that you have to have a certain level of influence for, but, you know, when used public broadband and things like that, you can actually make it quite cheap, so non-profits air finding very innovative ways to use it, i think, okay, augment their mission, all right, and it’s part of the standards melkis thea, there should be a technology plan shouldn’t just all be happening haphazardly. We should actually should be planning our use of tech. Yeah, i mean, this is something that i feel like a lot of organizations don’t do but it’s a worthwhile investment, it helps you sort of monitor the systems that you haven’t place and thinking about where you’re going in the future and what sort of investment’s in you’re right, you’re going to need to make right. And that also sort of gets the different parts of the organization involved in talking about it. T as it relates to them as well. So, you know, it should not just be the Job or responsibility of 1 person, but really, it should be integrated until the entire, you know, organisation and its functioning. Yeah. Including the people who are doing the program work, everybody’s feeding in at least to the to the person who has the responsibility. Um, there was something that oh, yeah, the confidentiality standards, privacy standards. That’s a little about the importance of thinking about this. Yeah. And and this becomes a bigger issue with the following area as well. Communications. But, you know, there are organizations that do health related work that need to really be mindful of the hip standards on dh, the responsibilities that they owe to their clients to make sure that their information is protected and kept confidential. Okay, michael, anything you want to add on the on the side? No, just obviously, with all social media that are exploding. And with all the various ways in which people network these days non-profits have to be at least keeping up with that and making sure that they’ve got the ability to reach people and at least a lot of those ways, and this would this would flow back to the financial management. I think that should be budgeting for it for the support, the play and that we need to have in this area exactly it it is a growing budget item in a lot of non-profits lives, sure, and it cuts across communications and just basic infrastructure of technology. But it’s it’s pretty much an indispensable assumption today that you need that you think we’ll do with live listen, love, we got more new york, new york joined us welcome, welcome additional new york city people and madison, wisconsin joined us live listener love going out there to medicine let’s go abroad! We’ve got we’re in china! We’ve got wenzhao and tajol china ni hao, seoul, korea and young son korea love went south, south korea so loyal, always, always south korean listeners, please, on your haserot and going to japan, konnichiwa to honda and masato kenichi while we got hungary with us, we can’t see your city, hungary, but we know that. You’re with us live. Listen, love going out to hungary and bringing it back to you to the states. Middleton, middletown, middletown, delaware, joined us live, listener love, of course, those podcast pleasantries always and the affiliate affections so, so important. Okay, um, we’re moving on can hear me turning pages, uh, where we now with michael, right, michael, tends tio take over a bit, but really, sam, we got a minute for a break, ok, it’s melkis astern. Okay, melkis, we’re going tow. I’ll tell you what, let’s, go out for a break. Now. I think it makes sense to have our break now, when we come back, effective communications that melkis was just alluding to stay with us. Like what you’re hearing a non-profit radio tony’s got more on youtube, you’ll find clips from stand up comedy tv spots and exclusive interviews catch guests like seth gordon. Craig newmark, the founder of craigslist marquis of eco enterprises, charles best from donors choose dot org’s aria finger do something that worked. And naomi levine from new york universities heimans center on philanthropy tony tweets to he finds the best content from the most knowledgeable, interesting people in and around non-profits to share on his stream. If you have valuable info, he wants to re tweet you during the show. You can join the conversation on twitter using hashtag non-profit radio twitter is an easy way to reach tony he’s at tony martignetti narasimhan t i g e n e t t i remember there’s a g before the end he hosts a podcast for the chronicle of philanthropy fund-raising fundamentals is a short monthly show devoted to getting over your fund-raising hartals just like non-profit radio, toni talks to leading thinkers, experts and cool people with great ideas. As one fan said, tony picks their brains and i don’t have to leave my office fund-raising fundamentals was recently dubbed the most helpful non-profit podcast you have ever heard. You can also join the conversation on facebook, where you can ask questions before or after the show. The guests were there, too. Get insider show alerts by email, tony tells you who’s on each week and always includes link so that you can contact guests directly. To sign up, visit the facebook page for tony martignetti dot com. I’m rob mitchell, ceo of atlas, of giving. And you’re listening to tony martignetti non-profit radio. Big non-profit ideas for the other ninety five percent. Welcome back to big non-profit ideas for the other ninety five percent and since we did the live listen love wigan uk joined us welcome, wigan live listen love out to you, marcus, you’re up communications and and use of communications technology why is this important? Yeah, so with this area were really focused on not just how organizations are broadcasting their own work and the services that they provide, but also, you know, going back to that piece of feedback, how are they asking their different stakeholders? Not just their clients, but they’re funders there? Other donors, they’re boardmember zeev anon volunteers? How are they asking them for feedback? And then what our organization’s doing with that feedback? So our communications out, and then we’re also listening in writing to be listening to our stakeholders, right? So there’s that focus on the two way communications bond with the stakeholders it’s not just about communicating with all of them and the exact same way there should be the communications practices should really be tailored towards the stakeholders and you would know, you know what works with them by sort of tracking the effectiveness of your communication strategies and also just by listening to them, right? So what is what is it that they like to hear about? How do they like to be communicated with all right? Critical? I mean, you know, you’ve got to go to where people are not not the channel that you want them to be on, whether it’s email or social media or your sight or you’re a blogger or live events, you’ve got to do where you gotta go, where they are, right, and with social media it’s not even just about, you know, being on everything that’s available, right? It’s about being really mindful about about how you use each forum. So, for example, the washington heights corner project was a finalist last year, and they talked about how they use social media for the purposes of of connecting with city officials, right? So if they attend events and didn’t get to shake a hand, they will tweet at the city official and say, sorry i missed you hope we can reconnect at some point, all right? So that’s a very smart use on very targeted use of one particular media and your point about not being in all of them just because they’re exist when i was it. Ah, again non-profit technology conference this week few people mentioned, you know, avoiding shiny object syndrome just because there’s something new and shiny, a new network, a new social channel doesn’t mean that you need to be on it. Are your people there? Do they want? Do they want to hear from you? There doesn’t make sense for the age, the geography, the other demographics of the people you’re talking to it might not make sense for for your audience. I noticed that there’s something mentioned about formal and informal communication strategies. This could be just meeting people in the building where they live all right, right? Right? Or even, you know, mapping out sort of ah, touch strategy. Right? For particular people, for donors. Maybe where you’re going to map out, how many times a year going to speak to them and whether you know you want to make sure that, especially with funders this is true. You don’t want to make you want to make sure that each touches not an ask, right? So one of them might be, you know, how’s your daughter doing is she liking college? Write something very simple like that that’s that’s an informal check in but something that could go a long way right and says also a lot about how you communicate with with your you’re different audiences making the form nine ninety available is mentioned in this standard thiss area. And in a couple of others to teo to one or two others. Well, what you looking for? That nine? Ninety? It speaks the transparency of the organization. Is the organisation willing to put its finances out there for the public to review? Andi, think, michael, you can jump in here, but i am seeing that more and more of them are available online because it’s a testament to how the organisation sort of holds its self accountable by putting out there it’s, you know, it’s finances or others to see michael anything when we actually did a national guide to how to read the nine ninety and figure out what it means. Because it’s a complicated form, the iris requires it it’s not just a financial form and asked you to talk about are you still pursuing the mission that you were created for? Are you getting results? What is your board looked? Like it’s, it’s, a pretty exhaustive look at your organization from different angles, and they are all indeed online. But the truth is, you know, not every organization puts it on its own website was that my question would be where, where they’re accessible at the national level from an organization called guides guide star, of course, is that but for the for the committee, like now, i am going to focus on what the committee is looking for. Is that sufficient? If it’s if it’s killing one guy, they want ideally, they want to see your nine ninety on certainly they want to see it referenced on guide it’s our maybe a link or from your site? Yes to it on god, because the guy it’s different than a financial form because it gives the organization a chance to talk about its mission. It’s progress, it’s it’s ways of tracking progress and that sort of stuff. So you know non-profits have a cz jim collins once said, i really have to bottom lines. We have a financial bottom line and we have what they call a return on social investment and that’s the way in which you are are not fulfilling your mission. Are you changing anything in the world? And you should be able to track both of those things every year. Ideally, you’re nine, ninety and a certain sections of it that will help people figure that out. Are they making progress? So they helping more kids? Are they getting the kids not only into high school, but into college or they you know that sort of stuff? I had a guest. Ah, a couple of months ago. Now c p a huge tomb and the the conversation was about using the nine. Ninety as a marketing tool. The narrative sections instead of just copying and pasting from your mission statement, you use the narrative two to beam or if you save about what? About what your what your work is because because it is so widely available, use it as a marketing tool. Right? Um, all right, we just have a couple minutes left, and i want to talk some more about these workshops that are that that you conduct or are they strictly in person events or they on the web that others can take advantage of melkis pathway, sexson’s workshops are in person events. But what we do is we post the materials that are distributed at each of the sessions on our awards website, so folks can still i have access to all of the tools and templates that we share in person. Okay, cool it’s called pathways to excellent pathways. And, of course, the site organs of the sorry the organization site is n pcc. And why dot org’s? And where would people go to find the resource is you’re talking about melkis yeah, so actually, they would be on the awards microsite, which is np excellence dot f d n y dot or ge and there’s a a section for that on pathways to excellent say that. Say that you’re ill one more time, it’ll slower for the for the awards. Microsite yep. It’s n p excellence dot fc. And why dot or ge? Okay, i think there’s a link to it and the pcc. And why dot org’s? Yeah. Okay. Okay. Yeah. You’re raising the level of ah, lots and lots of non-profits minutes. It’s important for people to recognize. This is not just ah, a competition. All right. And and those have start the workshops have started. You said march to november. So there started, right? We yeah, so we’ve conducted three of them to date. So the one on fund-raising one on results in one on human resource is going to more coming up. And for those folks who are in new york when what’s the date of the ceremony, i very much hope to be there. We might be talking about that, michael. Yep. So for the twenty fifteen awards, the date is november nineteenth. A location to be determined. Okay, excellent that’s. Michael clarke is president of the non-profit coordinating committee of new york and melkis alvarez-baez director of programmes also at n p c c and they are at n pcc. And why on twitter? Michael melkis thank you so, so much. Thank you, toni. This has been great conversation appreciate. Thank you. My pleasure. Next week, i’ll be back live, probably with mohr from the non-profit technology conference. Got over thirty interviews from there. If you missed any part of today’s show, find it on tony martignetti dot com. Where in the world else would you go? Hyre? I don’t know. Responsive by pursuant online tools for small and midsize non-profits data driven and technology enabled pursuant dot com and by crowdster online and mobile fund-raising software for non-profits now with apple pay for mobile donations. Crowdster dot com. Our creative producer is clear. Meyerhoff. Sam liebowitz is the line producer. Gavin dollars are am and fm outreach director. The show’s social media is by dina russell, and our music is by scott stein. That’s right, scotty, be with me next week for non-profit radio. Big non-profit ideas for the other ninety five percent. Go out and be great. What’s not to love about non-profit radio tony gets the best guests check this out from seth godin this’s the first revolution since tv nineteen fifty and henry ford nineteen twenty it’s the revolution of our lifetime here’s a smart, simple idea from craigslist founder craig newmark yeah insights, orn presentation or anything? People don’t really need the fancy stuff they need something which is simple and fast. 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Mark echo is the founder and ceo of eco enterprises. You may be wearing his hoodies and shirts. Tony, talk to him. Yeah, you know, i just i’m a big believer that’s not what you make in life. It sze, you know, tell you make people feel this is public radio host majora carter. Innovation is in the power of understanding that you don’t just put money on a situation expected to hell. You put money in a situation and invested and expect it to grow and savvy advice for success from eric sacristan. What separates those who achieve from those who do not is in direct proportion to one’s ability to ask others for help. The smartest experts and leading thinkers air on tony martignetti non-profit radio big non-profit ideas for the other ninety five percent.