Category Archives: communications

Takeaways from 2012 Nonprofit Technology Conference

Posted on by
Reply

If you weren’t able to attend last week’s Nonprofit Technology Conference in San Francisco, below are my top seven takeaways from the sessions I attended.  I’ll also be discussing this topic at next week’s monthly 501 Tech Club NYC meeting – please join us.

  1. There are many ways to approach a mobile strategy, as Idealware‘s Laura Quinn explained in More Than Apps: Affordable Program Delivery through Mobile Phones.   Do you know how your website looks on a mobile screen?  Use Mobile Phone Emulator to find out.  Do you give constituents a good reason to provide their mobile phone numbers on your forms (hint – don’t say ‘so we can add you to our list’)?  Try using Groupme for group text messaging (like email blasts by phone).  Look for ways to make your current website mobile friendly;  developing apps are usually not the best approach.  Also see Tech Soup‘s session review.
  2. Matt Koltermann described a ‘blended’ approach in Building and Supporting Drupal Websites: In-House, Outhouse or Both?  Even if you outsource, Matt stressed the importance of involving in-house staff in development so they can maintain and support the application later (I completely agree).  He also suggested using a tool like Optimizely for AB testing (easier to use than Google Website Analyzer).  Using Drupal involves the combination of many add-on modules;  be careful before doing updates (as you are always prompted to do when new releases come out).  Make sure you include a contingency in your cost estimate.  BTW, it’s time to move to the latest version, Drupal 7.
  3. Do you have the right organization structure for online success?  In Digital Team Structure – The Underlying Foundation for Innovation, John Mogus and Michael Silberman discussed different models for where your digital staff should work.  Not surprisingly, there is no perfect solution, but the ‘hybrid’ option – which places online resources in a dedicated digital group and in other departments seems to offer the most promise.  But to implement this successfully, an organization needs to work out reporting structure (i.e. who reports to who?) and how online strategy is planned. Take a look at the innovative Mobilisation Lab, implemented at Greenpeace for an innovative approach.  No matter what structure you use, it’s a must to have a culture where departments regularly talk and work with each other, esp. marketing / communications and fundraising.  Also see my blog post on this topic last year.
  4. Probably one of the hardest decisions we all face is when to outsource, covered by Gabriel Nichols and Pam Kingpetcharat in the session When to Call in the Consultants: When to Leave Them Out.  As Matt explained in his Drupal session, a hybrid solution is usually best.  An interesting take: when an ‘expert’ gives a time estimate for a project, add 50%.  For internal staff, triple the estimate.  Some more things to consider:
    1. does in-house staff have necessary expertise (and do they have time to learn?)
    2. will skills gained be used in future by staff
    3. is there a fixed time deadline? (using outside resources will speed implementation)
    4. what will be loss to organization if deadline slips?
    5. how well will internal stakeholders accept project setbacks?
  5. Segmentation is a basic principle of effective constituent relationship management, yet few nonprofits do it well.  In Data Dive: Practical Segmentation Techniques, Jeff Shuck explained how Excel functionality such as filters, conditional formatting and pivot tables (they’re easier now than in older Excel versions) can help, as well as the free Analysis Toolpak add-in.   (Note to Nten – Jeff ended his presentation with an reaffirming message for all of us who work in nonprofit – may be worth a keynote talk next year)  A few more tips:
    1. ask donors why they donated – critical data in getting to know your donors
    2. you can ask for more data than you think (this will help you segment)
    3. constituents give because of an affinity to the cause, not necessarily to your organization.  This is why you need to always focus on retention.
    4. take a look at Tableau – visual analysis tool – less expensive than SPSS
    5. find data analysis too difficult?  Get the books Statistics Without Tears or the Cartoon Guide to Statistics.
  6. In Engaging Mobile Design, Beaconfire’s Scott Lenger suggested using Mobify as an easy way to create a mobile website (basic sites free, but some features cost more).  Responsive design (same site looks good on different size screens) is great, but is best considered when doing an overall website redesign.  Wondering if you really need a mobile site?  Check your web statistics bounce rate – if it’s higher for mobile visitors than for desktop users, then you probably do.  Make sure your forms work on small screens – here’s a great example from Feeding America.  Mobile shouldn’t be an after-thought to your web design, nor should it be handled as a ‘Phase 2′ project.
  7. If your organization is on social media, then you need a policy.  Darim Online’s Lisa Colton and Idealware’s Andrea Barry both discussed the importance of focusing on your nonprofit’s core values in Maturing Your Organization’s Social Culture – By Creating a Policy?  Make sure you clarify staff roles, especially who will be:
    1. main coordinator
    2. primary listener / moderator
    3. expected to post
    4. allowed to post
    5. content contributors
Congratulations to Holly Ross, Anna Richter, and the entire Nten staff for coordinating such a great conference.  It was also great to reconnect in person with many online friends from the nptech community that I exchange online communications with year-round.

What’s New in ePhilanthropy

Posted on by
Reply

Ready or not, the new Facebook timeline will be rolled out on March 30.  Find out what’s new from John Haydon, Beth Kanter, Heather Mansfield, Mari Smith and attend this upcoming free webinar from CharityHowto. My reminder – most fans interact with your Facebook content through the news feed.  Make sure you include posts to direct them to your new Timeline page.

Don’t have a mobile friendly website yet?  Here’s why you should (and more) and here’s a resource to help you get started.  Here’s a free webinar Feb. 22 on 6 Best Practices to Follow While Developing Your Mobile Strategy.  I’ll also be speaking on this topic Feb. 23 at the Foundation Center in NYC.

Have you jumped on the Pinterest bandwagon yet?  Here’s what nonprofits should know – and be careful about possible copyright issues.  If you do jump in, read some ways to make your nonprofit pinteresting?

It’s back to the basics with 4 Ways to Get More Clicks on Your Online Donation Button (e.g. make sure site visitors can find it), Tips on How to Write Headlines (for web pages, email content etc.) and How You Can Drastically Improve Your Call to Action.

Do you manage website(s) for a nonprofit in NYC?  Join the Not- for-Profit Webmaster Round Table – it’s always a lively discussion and you’ll get great ideas to bring back to your organization.  Our next quarterly meeting will be in June.

Why You Can’t Rely Only on Email for Effective Communications

Posted on by
6

Steve Streicher, one of my co-panelists at last week’s panel discussion on online fundraising, commented that “good communication starts within your organization.”  I couldn’t agree more.  Many of us are aware of the importance of communicating well with our constituents, yet we may not take the time to do the same with our nonprofit co-workers.

One way is to cut down a bit on email, and use the ‘old-fashioned’ technique of connecting with colleagues face-to-face.  After a series of email exchanges over a week failed to reach a consensus, I spent this afternoon at one of my organization’s remote sites today reviewing what changes were needed to an internal software application.  Not only did we resolve the issue, but I learned much more than I would have through email or phone contact.  When I completed my visit, my colleagues thanked me for taking the time to visit, saying that others were reluctant to take the time to travel (20 minute train ride from my office).

Earlier this week, I stopped by a colleague’s desk to check on the status of an outstanding issue which had also been the topic of a series of ongoing email exchanges over several weeks.  Our conservation probably saved us 3 or 4 email swaps, yet he seemed surprised that I took the time (about 30 seconds) to walk over to his desk, rather than simply send another email.

This doesn’t mean that you should simply show up at someone’s desk or office.  Take the time to make an appointment, and come prepared with an agenda of what you will discuss.

So if you want to effectively communicate with constituents, start with your colleagues in your organization, especially those who work at locations other than where you are.  As Steve said, if you can’t do it well internally, you probably won’t be effective reaching out to supporters either.

Talking Online Fundraising with the Center for Nonprofit Success

Posted on by
1

Yesterday I had the pleasure of participating in a panel discussion about Online Fundraising: Harnessing Technology to Build and Maintain Relationships sponsored by the Center for Nonprofit Success.  My co-presenters included Olivia Harris of the Bond Street Theatre, Brian Reich, author of Shift and Reset, and Stephen Streicher of the Princeton University Pace Center for Civic Engagement.

We began the 3 1/2 hour session with brief presentations.  Olivia suggested engaging supporters to help raise funds, and suggested utilizing free research available from site such as HubSpot.  I then followed with ideas on how to Kick Start your Online Fundraising, such as tweaking your donation form and developing a multichannel approach.  Then Steve reminded us that good communication starts within our own organizations (if we can’t communicate well internally, how can we do it well with constituents?).  He also encouraged our audience (mostly small nonprofits) how even the smallest organization can be a big communicator using currently available tools.  Also, make sure donors can see their role in stories you share.

After a break, Brian challenged us to ‘stop doing what’s not working’ and that we measure our nonprofits not only to each other, but to online vendors such as Amazon since this is the type of customer service and responsiveness our constituents are accustomed to.  He also explained how phones have changed everything since we can ‘get information when we want it – don’t have to wait.’  In response to a question, he suggested (and I agree) that instead of only providing an annual report, we provide ongoing feedback to our donors on how their contributions are helping others.  (Kivi Leroux Miller also has many resources covering this topic.)

As expected, our extended interactive discussion with the audience was the most stimulating – for us and hopefully for them.  Some key takeways:

  • if you’re on Facebook, you MUST be ready to have a conversation, not just post updates.  If you’re not getting likes / comments to your posts, you need to try something different to encourage interaction
  • want a novel way to thank donors?  Do a monthly conference call with the ED, invite constituents to participate and record so others can listen later.
  • don’t build a mobile app (too expensive and high barrier to entry) – focus on having a web presence that is optimized for phones and tablets
  • you must use a tripod when making videos – no one will watch a shaky video
  • repurpose content for different communication channels, but make sure you optimize them for each platform

Thanks to everyone for participating in our session!

 

What’s New in ePhilanthropy

Posted on by
Reply

This week’s torrent of news centered around Susan B. Komen’s decision to pull funding from Planned Parenthood, the torrent of outrage which eventually caused them to reverse their decision.  What’s even more amazing is that Planned Parenthood supporters stepped in to make up the loss by special contributions, similar to in the past when funding was taken away.  Congratulations to Planned Parenthood for quickly activating their dedicated constituents;  shame to Komen for ruining its branding with such a poorly thought out decision.

So Facebook is going public.  How will this affect its relationship with its many devotees, which is expected to increase to 1 BILLION later this year?  It’s a bit sad that Convio, not long after going public, agreed to be acquired by its long term competitor, Blackbaud, apparently to take advantage of a financial windfall.  (Also see my recent blog post.)  It will be interesting to watch the path Facebook follows once its loyalties move mostly to its shareholders.

Pinterest seems to be very popular lately.  Have you used it yet?  With all the social media tools available, Small Act (via my friend Shana Masterson) suggests you choose carefully how many you can manage.  (I’m posting regularly on Twitter and Facebook, but less so on LinkedIn and Google Plus so far, trying to find content which is appropriate to each platform.)

After they donate or take the actions you request, do you make sure to thank your donors? Here are some tips from Guidestar and a quiz from Network for Good.

Are you getting good response from your email marketing efforts?  Use these 7 tips for appeals and also 5 Best Practices for Increasing Email Subscribers Engagement.  (And go here if you need help in getting them to sign up to receive your emails.)

Thinking about getting a tablet, such as the iPad or Kindle Fire?  Here’s a good article to read first.

Have You Seen These Recent ‘Top 10′ Lists for Nonprofits?

Posted on by
Reply

Apparently, like many of us start off a new year by making resolutions, so should nonprofits.  Recently I’ve noticed many top ten lists, focusing on online fundraising, communications and technology.  Kivi Leroux Miller’s offered 10 Changes to Make in 2012, Network for Good published 10 Resolutions to Make (and Keep) for Online Fundraising and Marketing Success in 2012, and Convio provided 10 Ways to Kick Start 2012 Fundraising.

My favorite takeaways (mentioned in many of these lists):

  • Examine how your website and email communications read on mobile phones and tablets.  This is how more of your constituents are accessing your content now
  • You don’t have to recreate the wheel.  Our nonprofit colleagues are incredibly generous with their knowledge.  Learn from other people (like Beth Kanter or Nancy Schwartz) and organizations (like Nten and Idealware) that offer multiple resources to help your nonprofit succeed online (and off)
  • Learn more about your supporters by analyzing information you probably already have: website statistics, email analytics, registration forms, polls / surveys – then use this data to better segment your communications

But as Kivi said during her webinar that described her recommendations in detail, it’s not enough to just read or listen to these suggestions.  What will you do this month to apply these ideas at your organization?

Reviewing 5 Years at Nonprofit Bridge

Posted on by
Reply

Next month will mark my fifth year since beginning my blog at Nonprofit Bridge.  Since my first post on Jan 23, 2007, I’ve expanded my focus well beyond technology and providing a place for ‘positive thoughts.’  Below is part 1 of my favorite posts (to be continued next week):

More highlights from past posts next week.  Meanwhile, thank you for reading my thoughts for the past five years.  I wish you a wonderful 2012!

Are You Working Between the Holidays?

Posted on by
Reply

I’ll be in the office next week, as I suspect many of you will be (especially if you are wrapping up your year-end fundraising campaign).  Here’s some ideas to contemplate for for 2012:

  1. Ask some friends (who aren’t familiar with your organization) to critique your nonprofit’s website.  Are they able to quickly understand what you do?  Is it easy to donate or sign up for your email list?
  2. Analyze your website analytics, Facebook insights data so you know what’s working best with your constituents.  And don’t forget to segment your audience.  Debra Askanase explains more
  3. Go back to the basics – find new ways to build your email list (via Idealware)
  4. Encourage your staff’s professional development by supporting their participation in organizations such as Nten, which will have its annual conference in April and sponsors informational webinars and live 501 Tech meetings throughout the US throughout the year.
  5. Saying thank you to donors is always an good idea, but it’s also crucial to make sure your staff and volunteers feel appreciated for their hard work.  As my friend Shana Masterson recently tweeted, “You might not be in a position to reward someone (financially), but u can always acknowledge the work they’ve done.”
  6. To make your meetings your effective, make sure an agenda goes out to participants in advance and a summary is sent shortly afterwards – it’s a simple project management technique that can insure that everyone’s on the same page
  7. Help someone who is in transition.  While unemployment figures seem to be dropping a bit, there are still many people who are struggling.  Reach out to colleagues who need encouragement and support.

Have a healthy and peaceful holiday and a wonderful new year.

How To Make Your Nonprofit Multi-Channel

Posted on by
Reply

Why is it so difficult for nonprofits to implement a multi-channel communications / fundraising strategy, even though integrated campaigns have been proven to outperform single channel approaches?  In the Agitator, Roger Craver says the main problem is silos, where departments operate separately from each other – even though this is directly opposite from how most constituents view an organization.

This point was driven home a few days later during a webinar by Convio and HJC on How Nonprofits Become Integrated Fundraising Organizations, which offered these tips on how a nonprofit learn to take advantage of the benefits of a multi-channel approach?

  1. Getting buy-in from senior management
  2. Planning / investing in systems and process to encourage departments to cooperate instead of compete
  3. Remove silos from teams and departments so they naturally collaborate towards mutually developed goals
When I asked why this going multi-channel is so difficult, HJC’s Mike Johnston replied ‘inertia – nonprofits are used to doing things the way they always have.’  Interestingly, smaller organizations may find it easier to create a culture where integration takes place.

My take: start by using an integrated editorial calendar which includes upcoming direct mail solicitations, email marketing campaigns, website updates, social media etc. Beth Kanter offers this way to get started (thanks to Lightbox Collaborative)  This will at least avoid the embarrassment of saying different things in different channels.  Then, make sure results are measured for an overall campaign instead of by department or by type of outreach.  Constituents use many ways to communicate;  it’s about time we did the same.

For a great primer on how to effectively use different communication channels together, view slides from Idealware’s recent webinar.

How to Be Thankful To Your Supporters

Posted on by
Reply

With Thanksgiving arriving next week in the US, it’s a great time to think about gratitude, especially to constituents who are long term supporters of your nonprofit.  Here’s some easy actions you can take now:

  1. Do something special for those who have supported your organization for many years, even if their gifts aren’t considered ‘major.’  In my view, regularity of donations is as important as larger contributions which arrive less frequently.  Make sure you segment out these loyal donors so you can customize your messaging communications.
  2. Say thank you without necessarily asking for another donation.  Describe a recent accomplishment that has been made possible by the constituent’s gift.
  3. Ask supporters in what channels and how often they want to be communicated with – and then respect these preferences.  Sometimes I get so many solicitations from organizations I support that after a while, I stop paying attention – especially if they all come through direct mail (I prefer online)
  4. Make it personal – ask board members or staff to acknowledge and thank contributors through recognition at events, brief phone calls or personalized emails / letters
  5. Review auto replies that are sent when an online donation is received – and then send additional thanks through other channels (even a well written auto reply is still an auto reply)

And don’t forget to thank your nonprofit staff, who probably earn less money for more hours than if they worked in the for profit sector, and your board members, who are giving their valuable time (and money) to help your cause.  Expressing appreciation costs nothing, so why not make it a practice year-round – not just at Thanksgiving.