Is “fear of failure” defining your fundraising program?

June 18, 2013 erik Fundraising, Planning

Last week I was on the road working with clients. One evening when I was out to dinner, a revelation about your fundraising program struck me like a bolt of lightning while in the restroom of a restaurant. Yes, you read that last sentence correctly. I was thunderstruck in the bathroom. Inspiration came in the form of a little sign sitting by the sink.

This is kind of what that sign looked like:

I’ve been chewing on this question for a week now, which tells me that there is a good blog post somewhere in there. 😉

Failure and your fundraising plan

The first flurry of thoughts that ran through my head pertained to many fundraising programs I’ve seen throughout the years. Here are just a few questions I find myself asking about many agencies’ annual resource development plans:

Why are they running so many special events?
Why aren’t they measuring return on investment (ROI) on each of their events and campaigns?
Why aren’t they evaluating and critiquing each event and campaign?
Why aren’t they innovating and trying new things (e.g. email, social media, etc)?

I’m now wondering if the answer to these questions is that we’re afraid of failure, and it is just easier to keep doing the same thing over and over again. After all, if we evaluate and ask questions, then shouldn’t we “do something” about those things that don’t look so good?

As for innovation and trying new things, there has to be all kinds of “fears” associated with venturing off into the great unknown. Right?

I know that talking about those things we’re afraid of is difficult for many of us. It is this simple truism that keeps countless counselors, therapists and psychologists employed every year. However, I encourage you to take 30 seconds our of your busy day right now and consider these questions and the possibility that your fundraising program is in the grip of fear-based decision-making by staff, fundraising volunteers, and board members.

What would you do . . . if you knew?

What an interesting question to ponder. Dontcha think?

What would I do, if I knew, I could not fail?

Let me step off that cliff first. The following is a list of things (as it pertains to non-profit management and fundraising) I thought of in 30 seconds:

I would call the top 10 most influential people in town and ask them to join my board or get involved in some aspect of my fundraising program.
I would kill every special event fundraiser that was older than 5 years old and replace it with something new and fun.
I would calculate ROI on every event and campaign and stop doing everything that didn’t bring me at least a 75% return (and I’m talking about using both direct AND indirect costs in that calculation)
I would find the time to add an ePhilanthropy aspect to my annual fundraising plan that includes blogging, social media, email and website (and I’d add a robust evaluation component to this program).

Now it is your turn. Please take a few second to contemplate the question at hand. What would you do? Once you have one thing in your head, please scroll down and share it in the comment box below. Let’s inspire each other today.

Here’s another thought. Why not start off your next board meeting and all of your upcoming committee meetings with this question. You might just be surprised by what your volunteers tell you. If you do, I hope you’ll circle back around to this post and share what they said.

Here’s to your health!

Erik Anderson
Founder & President, The Healthy Non-Profit LLC
www.thehealthynonprofit.com
erik@thehealthynonprofit.com
http://twitter.com/#!/eanderson847
http://www.facebook.com/eanderson847
http://www.linkedin.com/in/erikanderson847

How much money should your non-profit have in reserve?

June 4, 2013 erik Board governance, Fundraising, organizational development, Planning

operating reserves Identifying blog topics can be hard. Sometimes you find a comfort zone and ideas flow freely. Other times, it is next to impossible and the writers block is crippling. So, I love it when readers sometimes email me on the side and suggest topics.

Yesterday, a reader did exactly that when she emailed me with the following request:

“Do you take requests? If so, I would love to hear your take on social service agencies that have more than 6 months of money on hand and the impact of that on fundraising.”

When I first read that email, I planned on squirreling the topic away for one of those days when topic ideas are difficult to come by. However, there was something about this topic that possessed me. I opened up a few Google searches, read a few white papers and blog posts, and found myself whipping out this post.

First, let me start with a very direct response to the question posed by the reader.

I have worked with a disproportionately large number of small non-profit organizations. Organizational capacity for these agencies is always an issue and the amount of cash on hand is typically very small. So, I’ve always advocated to CEOs and their boards that they put plans in place to build operating reserves equal to three to six months.

Only one client to my recollection every worked with more than a six month operating reserve, and I don’t think it impacted their fundraising efforts. If I were to speculate as to why that was, I think the explanation is simple . . . that agency did an excellent job with donor communications and made their case as to why operating reserves of that size were important.

Setting this one example aside, I do generally believe that building large operating reserves larger than 6 months or one year causes problems with donors. I say this because of everything Dan Pallotta writes in his book Uncharitable and how donors hold the non-profit sector to a different standard than the for-profit sector.

In his book, Pallotta talks eloquently about how for-profit corporations are rewarded by investors for generating profits, banking cash and growing organizational capacity. He contrasts this point with how donors punish non-profit organizations for doing the same thing.

For actual examples and a better explanation, I encourage you to read his book. I promise that it will be an eye opening experience. Additionally, you’ll likely walk away from the exercise and find yourself muttering the words: “Damn Puritans!”

In my clicking around and Googling, I found a number of interesting facts including:

Charity Navigator reserves its top ratings for organizations with 12 or more months of working capital.
The Nonprofit Finance Fund reported in its 2012 State of the Sector Survey that only one-fifth of survey respondents said they felt their donors were comfortable talking about operating reserves.
In 2011, more than three-quarters of non-profit organizations had less than 4 months of expenses in operating reserves (60% reported less than 4 months and 28% reported one month or less).

I strongly urge you to click-through and read more startling statistics on this and similar subjects at:

Executive Service Corp, “How Much in Reserve Funds Should Your Nonprofit Have?“
Nonprofit Finance Fund, “2012 State of the Sector Survey“
Nell Edgington’s Social Velocity blog, “A Financial Taboo Nonprofits Must Get Over“

I want to thank the reader who suggested this blog topic because they have caused me to change my thinking on this topic. From now on, when agencies ask my advice on what they should strive towards with regards to building an operating reserve, I plan on telling them . . .

12 months or more! ! ! !

With this Big Harry Audacious Goal (BHAG), the next words out of my mouth will be . . .

“Create a strong case for support or prepare to incur the wrath of donors.”

For those of you who don’t think this is possible, please take a moment to think about why that much cash on hand is important to your organization.

Many agencies are using their operating reserves as cash flow cushions as they wait for their accounts receivable from government grants. (Believe it or not some states are six to 12 months late in paying their bills.)
It is a sign of financial health to have operating reserves of this size.
One of the lessons learned from the recent economic recession is that larger rainy day funds are a necessity and not a luxury.
Stuff breaks and your organization needs to be in a position to fix the roof or replace a HVAC unit without running off to donors with an urgent case for support that sounds like a crisis or fire drill.

My advice to anyone who cares to hear it is:

Set a goal to increase your operating reserves to 12+ months
Work with the Finance Committee to develop a plan to achieve this goal (Yes, it will likely be a plan that spans many years). Perhaps, include in your plans to use a portion of your operating reserves to invest in organizational capacity building once certain targets are achieved.
Work with the Resource Development Committee to write a case for support that supports these actions.
Don’t hide from donors. Get out there and start talking to them. Weave the talking points from this new case for support focused on increasing reserve levels into your stewardship efforts. Donor engagement and education is the key to success.

So, I’m curious how many of you think I’m crazy? How big are your reserves? How big would you like them? What do your donors say about your reserves? Please use the comment box below to weigh-in on this discussion.

Here’s to your health!

Dear board volunteers . . . tips from the outgoing CEO

May 24, 2013 erik Board development, Board governance, Fundraising, Planning, volunteers

DonorDreams blog is honored to be hosting the May 2013 Nonprofit Blog Carnival. The theme this month is “Dear board volunteer . . .” and the idea is “If you could write an anonymous letter to a nonprofit board about something they do that drives you crazy, what would that letter look like and what suggested solutions would you include?” If you are a blogger and would like more information on how to participate and submit a post for consideration, please click here to learn more.

I wanted to expand the Nonprofit Blog Carnival concept in May. So, I reached out to real non-profit people and asked them to also write an anonymous letter to their board volunteers. These folks are executive directors, fundraising professionals, board members, donors, community volunteers, consultants and front line staff. I promised everyone anonymity in exchange for their submissions.

We will celebrate May’s Nonprofit Blog Carnival on Wednesday, May 29, 2013. In the meantime, I hope you enjoy this real look at real issues that our community deals with on a daily basis.

Here is today’s letter:

Dear Board of Directors,

I want to thank you for my time and opportunity with your organization and community. I have learned a great many things during my time here. My hope is that you share these things with your new Executive Director, so that he/she may succeed and serve the clients who need us the most.

First, they’ll need your attention. You need to give them your attention inside and outside the board room, paying attention to key metrics – are we meeting the mission? Are we raising enough financial support – money – to allow the staff to meet that mission? Are you responding to hard and soft metrics with a cause of action – simply put, are you doing things daily/weekly/monthly that help our clients?

Second, they’ll need your advocacy. Are we visible in the community – staff & board together – as advocates of our cause? Are you proud to tell your friends, co-workers and associates that you’re part of our organization? Do you bring people to see our mission in action, either during events or during our day-to-day operations?

Third, they’ll need your aspirations for the organization. Do you think about where we should be in five years? Can you share that with them? Can you share that with your associates? Can you put that into action?

The successful organizations in your community are doing these things, and are thriving. In fact, your lack of attention, advocacy and aspirations are noticeably absent to many others in the community. I’ve been told many, many times during my time here that my passion was appreciated by many, but wasn’t visible in any noticeable quantity from the board leadership. That sent a clear message to them that if our clients weren’t worthy of your passion & talents, as the true leaders of the organization, theirs wasn’t either.

My hope is that you find the staff leader that you’re looking for, as well as that they find the leadership in you that they’re looking for and need as well.

Respectfully,
Your Former Executive Director

If you have some advice for the author of our anonymous letter, please share it in the comment box at the bottom of this post in a respectful manner. If you want to submit an anonymous letter for consideration this month, please email it to me at the address in your signature block below.If you are a blogger looking to participate in this month’s Nonprofit Blog Carnival and want to learn more, then please click here.

Here’s to your health!

Dear board volunteers . . . I can’t do this all by myself.

May 9, 2013 erik Board development, Board governance, Fundraising, Planning, volunteers

I wanted to expand the Nonprofit Blog Carnival concept in May. So, I reached out to real non-profit people and asked them to also write an anonymous letter to their board volunteers. These people are executive directors, fundraising professionals, board members, donors, community volunteers, consultants and front line staff. I promised everyone anonymity in exchange for their submissions.

We will celebrate May’s Nonprofit Blog Carnival on Wednesday, May 29, 2013.

I hope you enjoy this real look at real issues that our community deals with on a daily basis.

Here is today’s letter:

Dear Board Volunteers:

First, let me say that I truly appreciate all the time, talent and treasure you give to our organization each year. That said, I must air my concerns regarding some practices that I see as undermining the functioning of our board and the ultimate success of our committees and fundraisers.

We have board committees designed to do work outside of the board meetings and then provide a written report to include in our board packet for review/approval at meetings. These committees are not functioning according to their design and reports are not being completed or submitted. As a matter of fact, few committees are even meeting unless I force the issue. Then I must type up the notes and follow-up on what is to be done.

New board members are learning the wrong way for committees to function. We developed the committee structure through a well thought out process….let’s use it.

You are all aware that we do not have a development person. So, it falls to me or the office manager to complete the tasks that you do not. While I understand that you are all busy, each committee chair could recruit community members to help with their committee. You can delegate and assign work to those folks. You can also check on your committee members completion of assignments.

Call/email/text your committee to stay in touch and remind them of their commitments. Get the job done!

When I am doing committee work, I am not doing the following:

writing grants,

completing billing or grant reporting,

marketing the agency, or

managing our staff and programs.

My job requires 50 hours a week to just keep my head above water. When I take on these other tasks, I am drowning.

I have no problem putting in the 60-70 hour weeks just before a fundraiser, but I cannot do this week in and week out in order to balance my every day responsibilities and those of the various committees. We need to work together to ensure the success of our organization.

With each board member renewing their commitment to their chosen committees, we can guarantee the success of each committee and fundraiser, so please do your part.

Let’s start this year with a great attitude and renewed motivation.

Sincerely,
One sleep deprived exec

Here’s to your health!

Dear board volunteer . . . Please invest in my potential and development.

May 7, 2013 erik organizational development, Planning, volunteers

I wanted to expand the Nonprofit Blog Carnival concept in May. So, I reached out to real non-profit people and asked them to also write an anonymous letter to their board volunteers. These people are executive directors, fundraising professionals, board members, donors, community volunteers, consultants and front line staff. I promised everyone anonymity in exchange for their submissions.

We will celebrate May’s Nonprofit Blog Carnival on Wednesday, May 29, 2013. Up to that fun-filled day, I will publish real anonymous letters every day right here at DonorDreams blog.

I hope you enjoy this real look at real issues that our community deals with on a daily basis.

Here is today’s letter:

Dear Board of Directors,

Thank you for your commitment and dedication to the mission of our non-profit organization. I am very proud of the tremendous strides that we have taken as a board and as an organization in the last three years. As you all know, developing our board into a high functioning and high profile board has been a key objective in our three-year strategic plan. We have worked diligently at achieving that objective by implementing a standing governance committee to focus on the core governance, composition, and performance of our board.

The governance committee has suggested, and you have adopted policies and procedures around assessing the performance of individual board members as well as the board as a whole. These actions have resulted in:

100% board giving for the last three years,

the development of an annual special event that raises the necessary revenue to sustain our summer program that was formerly funded solely by federal grant dollars,

100% board member completion of the individual commitments on the Board Commitment Form,

a 71% increase in reserve funds, and

a 415% increase in giving for our annual campaign.

As they say, what gets measured gets done.

As we reflect on our amazing successes in board development, I can’t help but wonder why the same amount of effort has not been given to developing my capacity as the Executive Director of this organization.

It is difficult for me to comprehend why setting my annual goals, and assessing my performance, is only completed when I harass you enough to do it. Why can’t you ever get a task force together to complete this critical task, and why do you apply a rubber stamp to my recommendations? I am baffled by this because the vast majority of you are successful leaders in your respective business fields, and a number of you have built very successful companies.

I’m certain your road to achievement as a leader has included successfully establishing performance criteria and appraising the performance of your subordinates and employees. Similarly, I’m sure that our goal setting and performance measurement successes as a board have not escaped your attention.

Just imagine what we could accomplish together if you were to form a task force to come along side me in setting my annual objectives and completing a thoughtful performance appraisal and professional development plan. Take a moment to envision the amazing alignment we would have if the full board took sufficient time to review my goals and approve my performance appraisal and professional development plan.

Engaging the full board in this process would certainly take care of any misperceptions that exist about what the Executive Director’s role is vs. the board’s role.

Thank you for being deliberate in creating a high performing, high profile, strategic board of directors. Please consider taking the next step in our organization’s development by spending the necessary time to develop the leadership of the organization. I can promise you that you will not be disappointed with the return on your investment.

Sincerely,
ROI Roger

If you have some advice for the author of our anonymous letter, please be respectful and share it in the comment box at the bottom of this post.

Here’s to your health!

Dear board volunteers . . . A few observations and requests from a new member.

May 6, 2013 erik Board development, Board governance, Fundraising, organizational development, Planning, technology, volunteers

I wanted to expand the Nonprofit Blog Carnival concept in May. So, I reached out to real non-profit people and asked them to also write an anonymous letter to their board volunteers. These people are executive directors, fundraising professionals, board members, donors, community volunteers, consultants and front line staff. I promised everyone anonymity in exchange for their submissions.

We will celebrate May’s Nonprofit Blog Carnival on Wednesday, May 29, 2013. Up to that fun-filled day, I will publish real anonymous letters every day from real non-profit professionals right here at DonorDreams blog.

I hope you enjoy this real look at real issues that our community deals with on a daily basis.

Here is today’s letter:

Dear Board Members:

I’m absolutely thrilled and honored to be serving with each of you and to be of service to this fine organization. I consider my board service to be a privilege. I hope each of you feel the same way.

I do have some observations after serving on this board for the past seven months. They are as follows:

Madame Board chair, respect your fellow board members. While you were a teacher during your professional days, you are no longer dealing with students. Your fellow board members, or at least this board member, is a professional. Treat me as you would like to be treated. If you are having a bad day, please keep that to yourself. Frankly, I couldn’t care less if you are crabby. Do you really want that fact recorded in our board minutes?

Let’s try and have some fun with our board service. Our organization does not deal with life and death situations. It’s ok to interject some humor in or discussions.

We need to hold our CEO accountable. Setting stretch goals, providing regular feedback on performance and completing a written performance evaluation is important to our work and central to us meeting our outcomes. Let’s not shy away from having the difficult and uncomfortable conversations with our CEO. We will be a better organization in the long run as a result.

While fundraising is not central to our mission there is not one single reason why we cannot develop a culture of fund and friend raising in our organization.

WE NEED A STRATEGIC PLAN. Let’s plan our work and work our plan.

Twitter, Facebook, and Pinterest are here to stay. Our clients use social media. We need to be optimized across multiple communication channels. A website is great, but it’s no longer enough. The sooner we understand social media, the sooner we will reap the many benefits it has to offer us.

Just because an organization is 4X larger or 4X smaller than we are, does not mean that we can’t learn from them.

Can we please try to recruit fellow board members strategically?

Can we do something socially as a board so we can get to know one another?

That’s all for me. Just some random early observations from your newest board member. In spite of the above, each of you, in your own way, has energized me around our mission and the importance of our work.

All the best,
The new guy

If you have some advice for the author of our anonymous letter, please be respectful and share it in the comment box at the bottom of this post. If you are a blogger looking to participate in this month’s Nonprofit Blog Carnival and want to learn more, then please click here.

Here’s to your health!

The Millennials are coming: Non-profits will either evolve or die!

April 5, 2013 erik Fundraising, organizational development, Planning

Welcome to O.D. Fridays at DonorDreams blog. Every Friday for the foreseeable future we will be looking at posts from John Greco’s blog called “johnponders ~ about life at work, mostly” and applying his organizational development messages to the non-profit community.

In a post titled “Survival Is Not Mandatory,” John talks about our always changing world and workplaces and how we need to evolve in order to remain viable and relevant. His conclusions are simple: 1) Evolve or die and 2) Survival is not mandatory.

Sometimes timing is everything. When I read this blog post, I was on the treadmill with my new iPad with Morning Joe on the television in the background. The television talking heads were droning on about marijuana legalization and they flashed the following graphic on the screen:

My first reaction was “Huh, it’s interesting that the opinion lines recently crisscrossed.” My second reaction was “Hmmmm, where have I seen another graphic like that?” And within moments, I remembered that the other similar graphic was this one about same-sex marriage:

These two thoughts were colliding in my mind as my feet trudged along on the treadmill, and then my eyes went back to my iPad and John’s blog post about change. My first thought was “What is driving all of this immediate change so quickly?” And my second thought was “I wonder what implications these trends may have for non-profit organizations, fundraising, resource development and philanthropy?” Almost immediately, I remembered seeing the following chart in a Giving USA Spotlight newsletter:

It was at this point I realized the meteor has hit our planet, the weather patterns are changing, and change is starting to happen rapidly. The change we’re experiencing in our society is exponential.

If you are scratching your head and find yourself saying “HUH,” then I encourage you to look more carefully at the previous graphic. The oldest members of the Millennial generation are already in their 30s. Combine this with the fact that the Millennial generation is almost as large as the Baby Boomer generation (e.g. 79 million Boomers vs. 75 million Millennials) and then factor in the 51 million GenXers, and you have the recipe for rapid change.

Still not convinced? The consider the fact that every day for the next 19 years it is estimated that 10,000 Baby Boomers will retire EVERY DAY. In 2014, Millennials will make up 26% of the workplace and this number will soar to 36% by 2020.

Let’s face the grim realities here:

Every single day there are a number of Silent/Greatest generation and Baby Boomer generation individuals who are dying and retiring.
Every single day there are a number of Millennials who reach voting age and enter the workforce.

LOL . . . I am reminded of that famous quotation by Ross Perot speaking to that “giant sucking sound”. In this instance, I don’t think we’re talking about NAFTA. In this example, that giant sucking sound is the vacuum being filled by Millennials.

So, what is the end result? What does all of this mean for non-profit organizations? Fundraising? Philanthropy?

Well, I am not a fortune-teller, but the following thoughts have crossed my mind:

The workplace characteristics for non-profit organizations will change quickly.
The donor profile will change quickly.
The client profile will also change quickly.

I suspect most “best practices” won’t change (e.g. face-to-face solicitation is the most effective way to secure donations), but I can imagine that strategies and tactics need to adapt and evolve. For example . . .

We know that once a donor retires their charitable giving habits seem to change. With 10,000 Baby Boomers retiring every day, I suspect resource development plans need to evolve because at this point in time Boomers make up the bulk of most agencies donor databases. (Did you know that 69% of Boomers donate to charity compared to 33% of Millennials? Source: Center on Philanthropy Panel Study)
We know that direct mail is effective with Baby Boomers much more so than it is with Millennials.
I suspect that fewer Millennials physically own checkbooks than their Baby Boomer counterparts.

(I wonder how eBanking impacts traditional charitable giving systems?)
We know that Millennials volunteer at higher rates than any other generation.

John ends his post by simply stating “But survival is not mandatory.” This revelation is striking because it causes me to wonder: Which non-profits are going to adapt? Which agencies are going to die? How will those who survive evolve and adapt? When will that process start? When will resource development plans start to reflect these changes? Who will step up and lead on these issues?

If you are feeling overwhelmed, I can appreciate that, but paralysis is the enemy of evolution and adapting.

My best suggestion to those of you who don’t know what to do or how to proceed is commit yourself to learning more. Click here to read a great publication titled “Charitable Giving and the Millennial Generation” from the Giving USA Foundation at The Center of Philanthropy at Indiana University. There are a lot of great “AH-HA” moments in this publication. Hopefully, it will get you and your organization pointed in the right direction.

As many of you know, I am a GenXer. As I finish this blog post, I suddenly have a song running through my head and I can’t get it to stop. Upon a little reflection, I now realize that this song is my generation’s anthem and characterizes our lifelong struggle with Baby Boomers and Millennials. Click here if you want to get inside my head and enjoy what I am sure will become my generation’s rally cry. 😉

Please scroll down to the comment box and weigh-in with any thoughts you may have about the questions I posed a few paragraphs ago. We can all learn from each other.

Here’s to your health!

Setting attainable social media goals for your non-profit

March 4, 2013 erik Mondays with Marissa, Planning, technology

If there is one thing non-profits know about, it is goals. There are goals within the mission. There are fundraising goals. There are membership goals. Today, we are going to talk about setting goals for social media. If you want your organizations social media campaigns to be a success, setting attainable social media goals is key.

Start with a Baseline

Just like anything, you have to see where you are before setting goals for where you want to go.

Measuring success in social media can be a tricky thing. There are many tools to help you define metrics that can be good indicators of interaction. For example, Facebook gives you Insights, which can tell you which posts were successful and which ones were not based on how many people saw them, shared them or liked them. Google Analytics can tell you about how many people visit your website and how long they stay engaged on your site. This type of data is helpful when you’re setting a baseline.

I would also encourage you to look at things outside of traditional metrics to help you define success. For example, how many posts were made in a specific platform can help you form a more complete picture of where your organization currently stands.

Keep in mind, there may not be an easy way to get data for all of the social media networks you use and that’s okay. However, gathering a baseline of data can help you measure success as your organization’s social media plan grows.

Look at Your Data

Take a look and see if you can spot any patterns. Here are a few questions you should ask yourself:

Are there posts that are super successful?
Are there posts that just seem to tank?
Do photos do better than text updates?
Do posts made at the beginning of the day tend to do better than those posted later in the day or vice versa?
Which social media networks are the most active?
Which social media networks are the most dormant?
Are posts containing a call to action more successful than those without?
Do posts with links tend to get users more engaged than those without?

The list could go on and on, but the point is to take a look and see what’s working and what’s not.

Looking at your data is important in the beginning stages of goal setting, during measuring a goal and once the goal timeline has passed. Getting in the habit of collecting and looking at data early, will help you out along the way.

Talk to Your Staff

Social media is a powerful tool for nonprofits. Due to its very low cost, it gives organizations a much louder voice to reach new members of the community and keep up-to-date with those who have been there since the beginning.

While there may be just one person in charge of posting things on social media networks, it is important to get the whole agency together when forming social media goals. Take the time to meet with your staff and talk about how social media can help them reach their own departmental goals. For example, the membership team might like to use social media to run a membership drive during the month of October.

Talking with staff early can help you plan out a specific campaign. Because you’ve taken the time to look at where your organization stands now, you’ll be better able to shape these conversations into what will be most successful for your agency.

Set Goals

After establishing a baseline and taking the time to look at what works and what doesn’t, you are ready to take on social media goal setting. The following are a few tips for writing and monitoring goals:

When writing goals, make sure they are SMART (e.g. specific, measurable, action oriented, realistic/relevant, and time bound).
Make sure you have ways to capture data throughout the goal’s timeline.
Discuss and adjust your posts with your team along the way.
If a goal isn’t met, it doesn’t mean that it failed completely. Take the time to examine what barriers kept it from succeeding. Maybe the goal wasn’t a great goal in the first place. This can be a lesson to learn in and of itself.

What type of social media goals does your organization set? How to you keep track of your data? What challenges do you face when it comes to setting and meeting social media goals? Let us know in the comment section!

Using SWOT for more than just strategic planning

February 21, 2013 erik organizational development, Planning

I’ve had SWOT on my mind a lot lately. For those of you who don’t know, this acronym is a planning term that stands for “Strengths-Weaknesses-Opportunities-Threats“. It is an exercise you go through during the assessment phase of whatever planning process you’re undertaking. If used correctly, it should provide you with a platform upon which to build your goals, objectives and action plans. Unfortunately, I see too many organizations “going through the motions” and under-utilizing this very powerful tool.

Not just for strategic planning

SWOT gets used a lot in strategic planning projects, but I see very few people employing this tool when working on a:

board development plan
marketing plan
resource development plan
individual giving campaign plan
program plan
facilities maintenance plan
capital improvement plan
business plan

Generally speaking, a SWOT analysis tells you what your organization has going for it and against it. From this perspective, wouldn’t you want to know this before rolling up your sleeves and undertaking any project?

Scrambling the letters

There seems to be a genuine misunderstanding about the letters in this acronym. In my experience, people get confused and only use this exercise to look internally at their own organization. In reality, the SWOT exercise is designed to look both internally and externally.

The “S” and “W” stand for “Strengths” and “Weaknesses”. At this point in the exercise, participants should be inwardly focused on the following questions (as it pertains to the project you’re thinking about undertaking):

What do we do well?
What don’t we do so well?

The “O” and the “T” stand for “Opportunities” and “Threats”. At this point in the exercise, participants should be externally focused on the following questions (as it pertains to the project you’re thinking about undertaking):

What’s happening or about to happen outside of our organization (or your department) that we can take advantage of to help make this project successful?
What’s happening or about to happen outside of our organization (or your department) that we should be concerned about because it could negatively impact the success of this project?

In my experience, too many people don’t want to use the “O” and “T” to look external. For whatever reason, they like to remain focused internally and they conflate strengths and opportunities as well as weaknesses and threats.

I can’t tell you how many times I’ve seen a project run aground because of external factors that weren’t given any serious consideration during the planning process.

You want an example? Here you go . . .

Non-profit ABC decides to plan and implement an annual campaign pledge drive. They put together their campaign plan and their focus is 100% internal (e.g. staffing, volunteers, materials, reporting, systems, etc). They launch the campaign and quickly find out that donors (aka an external audience) don’t support the campaign for any number of reasons (e.g. not enough cultivation, not enough stewardship, etc).

Not following through

One of the biggest mistakes I see when it comes to using a SWOT exercise is not following through and using the analysis. This happens when participants do the good work in assessing their internal strengths and weaknesses and the external opportunities and threats and then stop right there.

At the end of any good SWOT exercise, the following questions need to be asked as you pivot toward goal setting:

What strengths will help us implement this project?
Are there specific strengths we should build our plan around?
Which organizational weaknesses pose challenges to our plan?
Should we build things into the plan that help us fix our weaknesses?
If fixing our weaknesses isn’t realistic, are there things we should build into the plan to help us compensate for our weaknesses?
Are there external opportunities we need to take advantage of to help us achieve what we want to achieve (e.g. low hanging fruit)?
Are there external threats (e.g. icebergs in the water) that we should try to account for in the plan?

SWOT just for the sake of doing SWOT is meaningless. The information and insights you gain from this powerful exercise should be used as a springboard into goal setting conversations. These questions can act as a lens by which you look at your “vision” and brainstorm the goals for accomplishing your vision. You can do the same thing when pivoting toward development of objectives as well as when you finally pivot towards action planning. In each of these cases, SWOT acts as a lens by which you frame the next stage of the planning process and keep things real.

My simple suggestion is . . . get in the habit of using SWOT before tackling any large project and use this tool to its fullest extent. Doing so improves your planning process and increases the likelihood of future success.

Has you organization ever used SWOT for anything other than strategic planning? If so, how did it work for you? Please scroll down and share your experience in the comment box below. We can all learn from each other.

Here’s to your health!

Are you too busy or are you just prioritizing?

February 1, 2013 erik Fundraising, organizational development, Planning

Welcome to O.D. Fridays at DonorDreams blog. Every Friday for the foreseeable future we will be looking more closely at a recent post from John Greco’s blog called “johnponders ~ about life at work, mostly” and applying his organizational development messages to the non-profit community.

In a post titled “Take Your Time,” John talks about the difference between not having time and not taking the time to do important things. I especially love how he starts his post off with a quote from The Merovingian in The Matrix, who said: “Who has time? Who has time? But then if we do not ever take time, how can we ever have time?”

I’ve been stewing on this for days because if I had a nickel for every time I heard a non-profit professional say something about not having enough time to do something, then I’d be a very rich man. Here are a few very real examples:

I didn’t have time to recruit an annual campaign committee and engage them in writing a plan.
I don’t have time to work on adding a major gifts initiative to our agency’s resource development program. And don’t get me started on planned giving.
Critique meeting? Are you kidding? We don’t have time to do that. We’re already late for the next special event.
I didn’t get around to writing an annual performance plan for my direct reports because there just wasn’t enough time.

I am the first person to point out that the non-profit community is severely under-resourced, and this means time is a precious commodity for non-profit professionals who are wearing multiple hats. HOWEVER . . . John pulls no punches when he says: “When we say we don’t have the time to do something, what we’re really saying is that something is not a priority.”

So, I find myself wondering:

Why is a written annual campaign plan (aka project management plan) not a priority?
How can it not be a priority to write a performance management plan for your direct reports?
What can be more important than working on complex fundraising tools that will bring in more funding?

I will be the first person to admit that I sometimes find myself practicing “avoidance behavior;” however, I know that this isn’t productive. More importantly it is destructive behavior and something that a non-profit organization cannot afford.

Do you find yourself routinely saying: “There just aren’t enough hours in the day to . . .”? If so, then I strongly suggest that you do an informal self assessment. You can accomplish this by doing the following:

Draw a line down the middle of a piece of paper,
List all of the things you find yourself saying that you don’t have time to do on one side,
List all of the things you decided to do that same day on the other side of the paper, and
Go item by item and ask yourself: “Was this more important than . . .”

You may just discover that you’re not prioritizing your time effectively. Or you may not. Regardless of the outcome, I think this process is good to go through periodically just to make sure you’re prioritizing your time effectively.

If you do go through this exercise and discover that you are doing a good job with prioritizing your time, then please stop saying that you don’t have enough time. Own the fact that you have limited time and need to make tough decisions about what gets accomplished. Once you start doing this, you might be surprised at how many people start telling you that what you’re deciding not to do is very important. Once THAT starts happening, then you have achieved the necessary leverage to turn the tables and ask them to please lend a hand with what they have just described as a very important task.

How can they say ‘NO’?

Do you find yourself saying that you don’t have enough time? How do you ensure that you’re prioritizing effectively? Please scroll down and share your best practices with your non-profit friends and family in the comment box below. We can all learn from each other.

Here’s to your health!