philanthropy – Page 35 – The Healthy Non-Profit

Social media ROI — Non-profits shouldn’t make it difficult

August 9, 2012 erik Fundraising, technology

At the end of Tuesday’s post titled “Are non-profits yelling at their donors using social media?” I promised that I’d share a few revelations from a social media conference that Marissa and I attended last week hosted by SkillPath Seminars. Yesterday, I posted “Answers to the two most popular social media questions asked by non-profits,” and today we’re talking about that thing that for-profit companies are obsessed with and non-profits seem to struggle with . . . RETURN ON INVESTMENT (ROI).

“43% of current social media marketers haven’t measured ROI.”

This number was shared with Marissa and me by our lovely SkillPath Seminars trainers at last week’s social media conference. They cited this information from King Fish Media in 2010.

Well, if I were a betting man, I would guess that this number is much, much higher when you just look at non-profit organizations using social media.

Let’s be honest. Most non-profit organizations are stretched too thin. So, asking employees to track a lot of stuff as it relates to your social media presence just doesn’t make a lot of sense. Right? However, it is important to measure something. Right? After all, resources are tight and you are dedicating time and resources to this thing called social media. If the ROI is very poor, then you probably have 101 ways to better spend those hours and dollars.

Additionally, keeping an eye on certain metrics also helps you evolve your social media presence and approach because when you see that something isn’t working then you stop and when you see something is working you do more of it.

This brings us to the big question . . . “What can non-profits easily measure and how should they do it?”

Looking across the fence at our for-profit cousins, I can tell you that they start by asking “What is most important to the success of the company?” It usually boils down into one of four things: conversion rates, generating sales leads, increased site traffic/number of new customers, and brand awareness.

Once they narrow their focus, they then pay a visit to their social media analytics buffet and look around at all of the yummy things that you can track including:

web traffic
viral video activity
bounce rate
page views
comments
social bookmarks
inbound links to your website
ratings
number of new followers
comments / mentions
leads generated
downloads
uploads
engagement activity

As we discussed in yesterday’s post — “Answers to the two most popular social media questions asked by non-profits“– your organization probably uses different social media platforms to achieve different objectives in your resource development plan (e.g. Facebook = stewardship; Twitter = cultivation; etc). So, it makes sense that what you measure might look a little different for each of the platforms your agency uses.

If I were using Facebook to steward donors and didn’t have enough time or money, then I would simply track: 1) how many Friends does my Facebook page have (and how did that number change in the last year), 2) how many “likes” and comments did my posted content generate, and 3) how many Facebook friends remained a donor to my agency in the last year (e.g. donor database loyalty report cross referenced to Facebook Friends list)?

If I were using Twitter to introduce and cultivate new prospective donors, then I would track: 1) how many Followers does my Twitter account have (and how did that number change in the last year), 2) what is my Klout score and level of online influence with my Twitter followers, and 3) how much traffic back to the agency’s website comes from Twitter (e.g. Google analytics from your website will tell you this number and much more).

As I’ve just done in the last two paragraphs, I suggest you do the same for each of your social media platforms: 1) determine your target audience and main objective for each platform and 2) select a small handful of metrics from your analytics program (e.g. Facebook Insights, Google analytics, etc) that make the most sense for what you’re trying to accomplish.

But wait . . . there’s more!

Measuring data for the sake of measuring data is a waste of time. You need to turn your data into something “actionable“. Here are just a few thoughts:

include it an annual performance plan for the employee who is responsible for managing your social media communities
build a social media dashboard and share with your marketing or resource development committee every month
place it on committee meeting and staff meeting agendas and facilitate conversations around the questions: “What does the data tell you?” and “What should we do differently with our content?”

Here are a few links that you might also want to read on this subject from me, Marissa or others:

Keep it simple. Don’t go overboard. And whatever you do, make sure you use the data.

Does your agency use social media? Are you measuring stuff? What are you measuring? Why are you measuring it? What are you doing with it? Has it made a difference in anything you do online or offline? Please scroll down and share answers to these questions or whatever else is on your mind in the comment box. We can all learn from each other.

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

Answers to the two most popular social media questions asked by non-profits

August 8, 2012 erik Fundraising, technology

At the end of yesterday’s post titled “Are non-profits yelling at their donors using social media?” I promised that I’d share a few revelations from a social media conference that Marissa and I attended last week hosted by SkillPath Seminars. Today, we’re talking about two of the most popular social media questions that I’ve been asked by non-profit organizations:

Which social media platforms should your non-profit organization use to speak to donors and supporters?
How can your agency do a better job at engaging its supporters using social media and gain more traction?

Let me first say that I highly recommend this SkillPath training conference to all non-profit professionals who are responsible for managing their agency’s social media communities. You can find more information at the other end of the link that provided above. (No, I was not paid to say this)

When looking through the conference materials on this subject, they list more than 20 different platforms that companies are using to market their efforts. However, it came as no surprise that Facebook, Twitter and LinkedIn were the top three “networking platforms;” YouTube was the most popular “promotional platform;” and various blogging platforms (e.g. WordPress, Blogger, and Tumblr) were the most popular “sharing platforms”.

Our trainers suggested that a company should give serious consideration to developing a presence on all three platforms and five sites. While that might sound easy enough, it becomes more complicated when you consider that you’ll be saying different things in each of these places. You need to figure out who your target audiences are and which social media platforms are best at communicating with them.

As I sat through many of the sessions, I found myself trying to translate the training curricula into non-profit speak. Assuming that my universal translator is working well, I concluded the following:

Facebook looks like a great stewardship tool where you can engage donors and show your “friends” how their contribution is being put to good use.
Twitter and its 140 character limitations could be an awesome cultivation tool where you catch the attention of prospects and drive them to a place where they learn more about your mission.
LinkedIn is more than a human resource tool. It is a place to build relationships with potential corporate supporters and identify special event sponsors.
YouTube can be a multi-purpose resource development tool and used in many different ways. However, it might be best used for raising brand awareness and developing a pool of interested prospects who you are positioning for cultivation activities.
Your blog is a friendly online place to engage in conversations with supporters and potential supporters. You can establish yourself as a “thought leader,” advocate and engaged listener.
All of these social media tools should be used to drive traffic to your website where there is more information, volunteer forms, donation pages, etc.

Yes, this is a lot of work and at some point you’ll need to frame your agency’s strategy in a written social media plan. While it is easy to think that it might end up on the fundraising department’s plate, I think there is an opportunity for thoughtful organizations to transform their agency into a “social company” and share the workload and transform your workplace culture.

Enough on platforms.

What about building momentum? Gaining traction? Engaging more deeply?

The following are just a few of the suggestions offered by our SkillPath trainers:

Write content that is interesting to your reader. (If you don’t know what that is, then go ask them)
Host contests
Offer coupons
Make your content interactive
Include links to things that your audience will find interesting and useful

Perhaps, one of the best ideas I heard was that a picture is worth a thousand words. Write less and post more pictures of your mission, your programs, your volunteers, and your donors. This one simple idea that will probably result in increased traffic, more content sharing, and deeper engagement.

Is your agency using social media? How’s it going? Do you feel like it is working? Why or why not? Please scroll down and use the comment box to share your thoughts. We can all learn from each other.

Here’s to your health!

Are non-profits YELLING at their donors using social media?

August 7, 2012 erik Donor-centered fundraising, technology

For a moment this morning, please picture this fictional situation.

You are sitting at Starbucks enjoying your favorite beverage. The music is soothing. The place is buzzing. The smell of baked goods is in the air. Perhaps, you’re engaged in a little people watching. You might also be eavesdropping on an interesting conversation at the table next to you. Ahhhhhh . . . this is a great place to be.

Suddenly, a wild-eyed person bursts through the door and makes a beeline right over to your table. They are loud. They are obnoxious. This mild acquaintance is talking at you, and there is seemingly no place in the conversation for you to get a word in edgewise. You focus in on what they’re saying (in an effort to find a way into the conversation):

Hi, my name is ________
I was born in Anywhere, USA.
I am ___ years old
I like cookies
I won a silver media in the fourth grade during field day
I like shiny objects

You think to yourself, “Why do I want to know all of this?” You also get annoyed because your peaceful and serene happy place quickly evaporated because of this person who you don’t know very well.

Believe it or not, this story might describe how your non-profit organization is behaving on social media platforms.

Many of your donors go to places like Facebook to find “fun” and “love”. They are relaxing, catching up with friends and family, and just chillin’ out. When out of the blue you (and other agencies) start shouting various things. Let’s look at some real Facebook posts from non-profits who I follow (I won’t attribute names in order to protect the innocent).

Oh! Oh! Look at me, look at me: “School is back in session! Let’s make this year GREAT!! Welcome back the kids!”
Oh! Oh! Look at me, look at me: “As you watch the Olympics this week, 1-get psyched up for our week-long competition next week, 2-admire how the font you see on TV for the Olympics is the exact same we used on our summer flier!”
Oh! Oh! Look at me, look at me: “Please vote many times. Takes seconds to do. Click. Enter info. Vote. Done. Round 1 almost over.”

Many of you might be wondering, “What’s the point?” After all, isn’t social media the place that your agency is supposed to engage and cultivate new prospective donors and steward existing donors?

Yes, social media is a place to engage people. It is even a place where you can promote yourself. However, too many non-profit agencies in my opinion have the proportions way off. There are three specific goals that your written social media plan should have:

Networking
Promoting
Sharing

Chris Abrams wrote a great blog post over at Marketing Conversation titled “Stop shouting and start listening to your social media fans“. While his audience is for-profit companies, I think he is right on target for non-profits as well when he says: “. . . social media is two-thirds defense and monitoring — listening — and only one-third promotion and publicity — speaking.”

Think of it this way . . . social media is a “conversation” between you and your donors, and you need to do at least as much listening as you do talking (if not more).

When I started getting more active in social media, the one person who I read a lot of was Beth Kanter. One of the most important things I once read in her blog was that it is OK for a non-profit organization to start their social media efforts slowly by setting up their platform, connecting with friends, and just listening for the first year.

Click here to read a little bit more about listening from Beth and her guest bloggers on the subject of “listening”.

I suggest that you revisit your social media strategy and stop YELLING things about yourself to your supporters. Here are a few quick suggestions:

If you haven’t written a social media plan yet, gather a few donors and supporters and get to work.
If you don’t have written social media policies, then ask the same group of donors and supporters to help.
Post more pictures of what you do because a picture is worth a thousand words.
Ask more questions and use fewer declarative sentences.
Use social media as a funnel by capturing someone’s attention and sending them to your website if they want to learn more.
Engage your donors and supporters in a conversation about what content they would like to see.

Last week, Marissa (the person you read on Mondays at DonorDreams blog) and I attended a social media conference. I will share a few things that we learned over the next few days. So, please stay tuned!

Does your non-profit organization use social media (e.g. Facebook, Twitter, LinkedIn, YouTube, blog, etc)? If so, what has been your experience so far? What challenges are you running into? Please share your thoughts and question in the comment box below. I will “listen” and attempt to “engage” you in a conversation. 😉

Here’s to your health!

What non-profits can learn from the Olympics: A lesson in social media

August 6, 2012 erik Mondays with Marissa, technology

I don’t know about you, but I can’t get enough of the Olympics. It is a chance for me to see sports that I don’t normally have an opportunity to watch. For instance, have you seen handball?!!? That stuff is crazy!

Sports watching aside, the London 2012 Games have been a little different from the Olympiads before them. They are the most “social” games that we’ve ever experienced. I thought today, since we are smack dab in the middle of The Games, we could take a look at how social media has made an impact and what non-profits can take away from it.

Censorship

Last week, reporter Guy Adam’s Twitter account, was taken down. This was shocking to hear because Twitter has been social media’s liberation network. Twitter is supportive of free speech . . . just look at their public positions on WikiLeaks and the Arab Spring movement. When reporter Guy Adams tweeted criticism of NBC’s coverage of the Opening Ceremonies, Twitter responded by shutting down his account. After media coverage of this censorship, Adams’ account was reactivated.

What can non-profits take away from this?

Just because social media is, in most cases, a free service and covered under the First Amendment, it doesn’t take away from the fact that Twitter, Facebook, et al, are still corporations. They can still regulate your account without your knowledge. As a result, I recommend that all non-profit organizations have their own websites and not solely rely on social media. After all, social media is only one tool that you should use to drive people to your website and share their message with the world.

Rants

People will talk. There’s no doubt about that.

However, there are times when people are not only representations of themselves, but they are also representing an organization and something larger than just themselves. So, when USA Women’s Soccer Team member, Hope Solo, tweeted her disdain for the commentary that was being given during her games, her coaches and captains called her in for a meeting. She wasn’t suspended, but since the meeting, her tweets have had a different tone to them.

Similarly, athletes have been suspended from participating in the The Olympic Games due to racist tweets they published.

What is the lesson in all of this for non-profit organizations? The need for a social media policy is stronger than ever.

What is the lesson in all of this for non-profit professionals? Employees and volunteers need to understand what restrictions might exist when it comes to sharing things on their personal accounts as it pertains to your organization.

Finally, this all begs one simple question: “How does your organization know who is saying what about you online?”

I believe that someone at your organization should be assigned the responsibility of monitoring what (if anything) is being said about your organization on the internet. Please don’t misunderstand . . . I’m not suggesting that you break any privacy laws here, but if an employee has a public twitter account, it can be seen by anyone.

One way to set up something without being as much of a stalker is to set up a Google Alert to notify you when the name of your organization or a key word attached your mission is mentioned on the internet.

Share Your Successes

The Olympics are all about results. Who ran the race the fastest? Which country has the most gold medals? Athletes, teams, and news networks constantly updating their feeds with success stories.

People like good news. Non-profit organizations should share their successes, big or small, with their online communities.

Did you recently make a purchase that will improve the work that you do? Tell people about it. Were you recently awarded a grant that will make an impact on furthering your mission? Scream it from the mountaintops of cyberspace.

People will “like” the good news on Facebook and retweet the news on Twitter. This can gain you new followers and supporters.

We still have about a week left of Olympic coverage, and new stories regarding social media are bound to pop up. I encourage you to keep your eyes open and see what happens. After all, in its most basic form, The Olympics are simply one big special event that is runs by an organization. Non-profits run special events, too. What social media stories have caught your eye recently? I’d love to talk about them in the comment section below!

Are you a successful non-profit professional?

August 3, 2012 erik leadership, organizational development

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.

I just had lunch with dear friend a few days ago. She is smart. She is talented. She runs an awesome non-profit organization that is growing by leaps and bounds. However, during lunch our conversation turned to lots of questions and doubts:

Is she still the right leader for this organization at this point in time?
Has the organization outgrown what she has to offer?
Will she know when it is the right time to leave?
Is there someone she should be grooming to whom she could pass the baton at the appropriate time?

This discussion was surprising to me because she is so obviously successful, but it isn’t apparent to her. This got me thinking of an awesome blog post by John Greco titled “Success“. Since today is OD Friday at DonorDreams blog, I encourage you to click over and read John’s post. After digesting his thoughts, please circle back here and re-read the list of questions that my friend posed over lunch. After accomplishing all of that, scroll down and post your thoughts in the comment box below.

What practices and tools do you and your non-profit organization utilize to let you and your donors know that you’re successful? We can all learn from each other. So, please take a moment to share!

Here’s to your health.

Managing vs Leading: a follow-up post

August 1, 2012 erik organizational development

Last week, I wrote a post titled “Managing versus leading at your non-profit organization“. Well, it seems like this is a hot topic for many of you because a day has not gone by without someone saying something to me or emailing me about it. Additionally, my blog analytics reports indicate that this post has been popular. So, I thought I’d take a moment this morning to post a quick follow-up on this topic and share some of what you’ve said to me privately.

Smaller non-profit organizations

The idea of leading versus managing appears to be different for small non-profit organizations. Those of you who work at agencies with budgets under $1 million have emphatically said to me that you wear many different hats throughout the day primarily because your budget is stretched very thin. As a result, many of you have described a typical work day that you believe involves significantly more managing than leading.

When I’ve pressed many of you on the question of how to solve this situation, you’ve all had the same reaction, which is that you need to raise more money and hire more staff.

While I generally agree with you, this solution is simple and possibly unattainable because you’ve described being caught in feedback loop that doesn’t allow for you to find the time to focus on fundraising.

In the interest of being solution-focused this morning, the following are just a few ideas that you may want to chew on:

Identify a funding partner and secure organizational development and capacity building funding to help build a volunteer program, improve your fundraising efforts or strengthen your board.
Identify a strategic alliance with another non-profit organization in your community. This might free you up and allow you to shift more time from managing to leading.
Explore merger and acquisition opportunities. If what you’re saying about bigger non-profit organizations is true (e.g. more resources allows their CEO to spend more time leading), then it makes sense to chew on the idea of how you can become a bigger organization.

Bigger non-profit organizations

The idea of leading versus managing also appears to be different for larger non-profit organizations. Those of you who work at agencies with multi-million dollar budgets have emphatically said to me that you end up focusing more on managing than on leading when the staff underneath you doesn’t perform or do well at executing their jobs.

With a sluggish economy and job market, the solution is obvious . . . find ways to hire more talented people than what you currently have on your staff. While this is a simple solution, it is something with which many of you are struggling. Why? Because we are non-profit professionals and we see this approach as ruthless. You have explained to me that non-profit organizations (specifically social service agencies) are in the business of saving people and not putting them in situations where they need help.

You need to find a way to get over this attitudinal barrier because the job market will not be abundant forever. Now is the time to upgrade your staff. Finding a way to do so in a compassionate way might be one of the most transformational things you do during this decade.

Your leadership toolbox

As many of you have engaged me in this conversation, we’ve found ourselves talking about tools, strategies and approaches that you think help you restore balance between the competing ideas of leading and managing. The following is a brief list of your thoughts:

Board development is important. Leadership isn’t just something that comes from the CEO’s office. A strong board that understands their roles and responsibilities and keeps its nose out of the operational details and focused on big picture strategic issues is more likely to demand the same from you.
Strategic planning is foundational. Many of you have said that it is impossible to lead without a leadership blueprint, and your strategic plan serves that function. The plan is not an “end” strategy, but you’ve said it is a “means to an end” . . . it is a starting point.
Executive coaching provides perspective. While executive coaching still seems to be more prevalent among for-profit CEOs, some of you told me that you’ve engaged the services of an executive coach. It is hard to “see the forest through the trees“. Your executive coach helps you with this issue and brings a sense of accountability and action-focus to your job.
Tools and systems make it easier. The following is a list of tools and systems that many of you referenced: annual performance plans, organizational dashboards, time management tools and practices, trainings, weekly meetings with key staff, etc.

I’ve come to the conclusion that this topic is very large and could take up a month’s worth of blog posts. I also find it curious that so many of you want to have this discussion off-line, which is why I decided to double back and ask you to please reconsider and post your thoughts in the comment box below. How do you know when you are leading compared to managing? What are you doing (what tools or strategies are you using) that enables you to do more leading? We can all learn from each other. It will only take one or two minutes out of your day to post a comment. Please?

Here’s to your health!

Survey Says? We can all learn a lot from top non-profit brands!

July 26, 2012 erik Fundraising

When I think about opinion polls and surveys, the first thing I think of are the folks at Harris Interactive, who are widely known for The Harris Poll. Sure, there are lots of people in America who are in the business of knowing your opinion, but Harris is the granddaddy of them all. So, when Harris released the results from their 2012 Non-Profit EquiTrend study, I decided to click-through and see which non-profit brands average Americans recognize most, trust and value.

The following is how Harris describes this project:

“The 2012 Harris Poll Non-Profit EquiTrend (EQ) study measures the brand health of 87 non-profit brands across seven important categories, including Youth Interest, Animal Welfare, Health, Social Service, Disability, International Aid, and Environmental. Harris Poll EquiTrend provides the insight our communities, corporate sponsors, and non-profit organizations require to make informed decisions about donations and overall support.”

I must admit that I was a little confused when I first read the webpage that described their findings, and I had to go back and re-read everything a second time. Click here to see that page and read more about this project. I think the confusion resulted from Harris dividing their findings into seven different categories, and it was difficult to figure out which agencies were at the top of the “collective” non-profit branding survey. For example, the Girl Scouts were at the top of the EquiTrend Youth Interest Non-Profit Brand survey, but they weren’t one of the “overall” top four brands when you combined all seven categories into one comprehensive list.

The following are the top four non-profit brands in 2012 according to what people told Harris:

American Red Cross
Habitat for Humanity
Salvation Army
Feeding America

If you are a regular reader of this blog, then you know that I regularly say: “We can all learn from each other.” I think this expression comes from a deep-rooted belief that re-inventing the wheel is a waste of time. With this in mind, I decided to share with you this morning YouTube videos from each of these top non-profit brands. Please take a brief moment and click-through these videos.

When you’re done (and it will take only a few minutes), please use the comment box below to share some of your thoughts and observations. What do you see these well-recognized non-profit brands telling people about what they do? Why do you think their messaging is so effective? Why does it resonate and stick with people?

American Red Cross
[youtube=http://www.youtube.com/watch?v=fny_spkbC0s]

Habitat for Humanity
[youtube=http://www.youtube.com/watch?v=Ur_2bpPvKtQ&feature=BFa&list=PLF93D4C1B5F0A2648]

Salvation Army
[youtube=http://www.youtube.com/watch?v=QheOmr8C4dA]

Feeding America
[youtube=http://www.youtube.com/watch?v=8l-ojOoFSCo&feature=relmfu]

So, what did you think about what these four top non-profit brands had to say? Did you have any “big ideas” about your agency’s branding efforts while watching these videos? If so, please share that thought with us in the comment box below.

Here’s to your health!

Advice for all non-profits: “It is time to talk human again!”

July 25, 2012 erik Donor-centered fundraising, Fundraising, organizational development, Planning, technology, volunteers

So, I was sitting in my living room watching television and trying to multitask last night when one of the commercials that I was trying to ignore jumped out of my television, grabbed me by my shirt collar and shook me hard. It was an advertisement by Skype and it was very cute. You probably know which one I am talking about . . . it is the commercial with the middle school aged boy and girl passing notes in class. I’ve embedded it below if you want to view it again.

[youtube=http://www.youtube.com/watch?v=pCJAASK50lY]

I especially love the following line in this ad:

“Long before email threads, we turned to each other. It is when the spirit of collaboration meant more than an ‘FYI’ or ‘Reply All’. When messages were passed along by simple gestures, validated by an honest expression.”

Long after this commercial was over, my mind kept straying back to it. I must have re-played it over and over and over again in my head all night long. After a few hours, it dawned on me that there is something about this message that obviously resonates with me and my point of view about non-profit organizations.

For the last few years, I became more focused on using technology to engage people (e.g. non-profit clients, donors, board volunteers, etc) in a way that felt efficient and productive. Thinking back on it, I have tried all sorts of technology tools all in the name of saving time:

Email (Ugh . . . I can send wickedly long emails with lots of detail)
Google Docs
GoToMeeting
Conference call bridges
e-newsletters

I suspect this trend is rooted in the idea of being respectful of a donor and volunteer’s time. After all, life is so busy and very fast nowadays. However, are we really being more efficient? Are we really getting more done? Are we really simplifying things or do our efforts really just de-humanize the experience and end up doing more harm than good?

I think United Airlines hit the nail on the head more than 20 years ago when they run this iconic television ad:

[youtube=http://www.youtube.com/watch?v=mU2rpcAABbA]

Please don’t misunderstand what I am saying. I believe technology is here to stay, and we all better learn how to appropriately use it to keep our donors and volunteers informed and engaged.

I suspect that technology will also continue to creep into our lives and become a stronger fundraising solicitation tool over the next decade. I also suspect that more and more board and committee meetings will happen over Skype and other online video platforms.

Before you totally surrender your non-profit and its relationships to the “Technology Gods,” I encourage you to take the following advice from our friends at United Airlines and Skype:

Scale back your email and non-personal technology efforts with volunteers and donors.
Don’t make-up reasons for volunteers to attend a committee meeting or board meeting. Make sure that the agenda contains important stuff.
Don’t make-up reasons to sit down with a donor. Make sure every touch is engaging, enlightening, fulfilling, and fun for them. It is more about them and less about you. Right? Connecting people with your mission in an emotional way is a recipe for success! And technology is anti-emotional.
Visit people in-person, but do so in a way that feels important and not a waste of time.
Try your hand at online video conferencing. Of all the technology available to you, this one somewhat allows some sense of personal interaction. Start small with an individual or committee first.

I think we can embrace technology in a way that makes sense and is not de-humanizing. It will take a conscious effort on your part. Are you up to the challenge? Or are you just going to continue ‘forwarding’ that email thread with an attachment and clicking ‘reply all”? Please scroll down and share your thoughts about either commercial? Did either have an impact on your non-profit point of view? I would love to hear your thoughts and what you plan on doing about it.

Here’s to your health!

John’s puppies provide perspective for non-profit organizations

July 20, 2012 erik organizational development, volunteers

Today, we’re focusing on a post that John titled: “Puppy Perspective“. In that post, he describes two different perspectives that he and his wife have on the exact same occurrence. The event in question has to deal with John’s dogs and the daily arrival of their mail carrier. While John’s post is cute and fun to read, you should really click over and read it for yourself because John’s dogs tell an important story about one of the biggest challenges every non-profit organization faces.

“Perspective” is a funning thing. It can sometimes feel like one of those circus fun house mirrors.

Think about how many different stakeholder groups your organization has:

Executive director
Fundraising professionals
Program staff
Clients
Donors
Board volunteers
Fundraising volunteers
Program volunteers
New prospective or incoming board volunteers
Prospective new donors

OMG . . . the list could go on and on, and John’s post “Puppy Perspective” very clearly shows us how common it is for different groups to have very different perspectives on the same thing.

This phenomenon means that building consensus around important decisions can sometimes feel like “Mission Impossible”.

When looking back at some of the organizations I’ve worked with on planning, implementing and evaluating an annual campaign, I now clearly see how different perspectives made implementing change difficult. To illustrate this point, the following is a short list of stakeholders and what I am sure they were thinking as they listened to me talk about running an annual campaign:

Staff — Ugh, this is so necessary, but this sounds like a lot of work and there is no time.
Board members & fundraising volunteers — Sitting down in-person with a donor and asking for money? That sounds scary!
Donors — OMG, another fundraiser? How many more times will they come back and ask for money?
Program staff — Why can’t people just give money and leave us to our important work? Outcomes measurement is so hard and takes time away from actual program time.

Everyone has a different perspective, and this makes getting something done very difficult. This is why non-profit executive directors must be highly skilled at driving change. When they aren’t good at getting everyone on the same page, then nothing happens and the non-profit organization dies a slow death.

Our friends at the Change Management Learning Center offer some interesting tutorials, training, and books that you might find helpful when developing your case and leading change.

Are you regularly on a different page than your board volunteers? If so, how do you manage that and close the gap? Has your agency’s fundraising staff found themselves at odds with program staff? How have you eliminated those silos and facilitated peace throughout your kingdom? Please use the comment box to share a story or an approach that has worked for you. We can all learn from each other.

Here’s to your health!

Stop thinking. Stop planning. Start doing!

July 19, 2012 erik Fundraising, leadership

Tuesday’s post “Does your non-profit organization make a difference? Americans don’t think so!” introduced one of the main points in Dan Pallotta’s book Uncharitable, which is that non-profit organizations are under-resourced thus have a difficult time driving results and change. Pallotta argues that the reasons for too few resources are cultural, attitudinal and legal. Yesterday’s post explored what this author believes is at the heart of the non-profit sector’s dilemma. Today, we’re talking about what to do about all of this.

I must admit that Uncharitable was a page turner for me. The more I read, the more I found myself thinking: ” Hmmm . . . I wonder how he suggests we overcome that challenge.” So, words cannot express my disappointment when I got to the chapter where solutions seemingly would be forthcoming and read the following:

“Some readers might expect that in this final chapter I would suggest some dramatic statutory re-engineering — the end of the entire not-for-profit tax-exempt classification or something on that scale. But that is to put the cart before the horse. Even sweeping and fundamental statutory revisions are of secondary importance to changing the way we think about charity.”

After putting the book down and drowning my disappointment in another cup of coffee, I decided to embrace this anticlimactic end to Pallotta’s book. In the final analysis, he is right. Of all the obstacles in the non-profit sector’s way of embracing capitalism and a free-market approach to charity, almost all of them are attitudinal and behavioral barriers and very few of them are structural (e.g. laws and regulations).

At the beginning of every chapter, Pallotta starts it with an inspirational quotation designed to summarize the content of that chapter as well as inspire thought on the part of the reader. One of the quotations was from John Kenneth Galbraith:

“All successful revolutions are the kicking in of a rotten door.”

From this thought, I take my inspiration for today’s blog post. Since most of this rotten door can be kicked in by changing our beliefs and actions, I thought I would share a few of my thoughts on what typical non-profit organizations can start doing to revolutionize the non-profit sector and embrace capitalism and free market solutions to solve our resource challenges.

Engage donors in this discussion

Penelope Burk tells us to become more donor-centered in our approach to fundraising. Her point of view is centered around the donor, and I think it provides the starting point for this revolution.

There is nothing stopping you from forming an Oprah-inspired book club with your most influential donors. Buy a copy of Dan Pallotta’s book Uncharitable for each of them. Meet with them after reading each chapter. Facilitate a conversation about what it means and what they think your agency should do about it and what it means for their personal approach to charitable giving.

Budget for a profit

There is no law that says your non-profit organization can’t make more money than it spends each year. Stop building budgets that don’t include profit. My suggestion is that you set aside 10 percent of your annual revenue every year for the rest of your agency’s life.

What should this money be used for? Well, that is a discussion for your board of directors to have. So, facilitate it! Some possible ideas include: building a rainy day fund (because you know that storm clouds are always on the horizon), saving for future project, or investing in capacity building and organizational development projects. The sky is limit, and board members need to engage in this conversation to make it realistic and plausible.

Use the power of the markets

In addition to building a rainy day fund with your excess profits, every non-profit agency should have an endowment strategy. Investing money with the intent of creating another revenue stream stemming from investment income has been a non-profit best practice for a very long time. Use capitalism and the capital markets to generate money for your mission.

You don’t need millions of dollars to start an endowment. You can start small and make it a policy or practice to reinvest your earned income back into the endowment.

Yes, of course . . . create a stand along investment committee and set-up policies to guide your agency. This can all start happening tomorrow if you just put your mind to doing it. No one is stopping you.

Follow in Pallotta’s footsteps

Dan Pallotta founded Pallotta TeamWorks. His for-profit company created, planned and implemented the world-famous AIDS Rides and Breast Cancer 3-Day events. His company netted hundreds of millions of dollars for the expressed purpose of funding non-profit organizations.

Form a strategic alliance with other non-profits in your community and look at starting a for-profit company with the intent of running a few high-profile special events. This for-profit event planning and management company would not be constrained by rules and laws that strangle your current efforts.

If you are thinking that Pallotta TeamWorks ended up failing and this is a crazy idea, I encourage you to think again. Sure, Pallotta’s company failed, but it left behind an impressive blueprint. I am suggesting that you are smart enough to engage other non-profit professionals and volunteers in your community to review this case study and use those things that work as well as fix those things that didn’t work.

In the back of the book, there is an entire chapter titled “Case Study — Pallotta TeamWorks“. Is there any harm in pulling a group together, reading the case study and talking through questions associated with ‘What if”?

Pallotta has, of course, started up a new for-profit company focused around the points he makes in his book. Click here to learn more about the company he calls “Change Course”.

Many more ideas and your thoughts

Since most of Pallotta’s proposed revolution is rooted in attitudinal and behavioral change, the sky is the limit. He suggests that you start compensating your employees better and attracting more qualified applicants. He suggests investing in advertising. He proposes removing charity watchdog group logos from your letterhead and website.

Like Saturday Night Live’s character Stuart Smalley used to say: “I’m Good Enough, I’m Smart Enough, and Doggone It, People Like Me!” You and your volunteers and your fellow non-profit professionals and their volunteers are smart enough to come up with many more ideas on how the non-profit sector and your agencies can utilize the power of capitalism to monetize your mission.

So, stop thinking about it and start taking some baby steps towards doing it!

Please scroll down and share one idea or thought that you’ve had while reading the last few days worth of blog posts. Let’s engage in doing some brainstorming and start a revolution.

Here’s to your health!