What’s New in ePhilanthropy

According to the recently released 2012 Nonprofit Social Network Benchmark Report, the nonprofits that have been most successful have a clear strategy for social media, management support and have dedicated social media staff.   The average size of an organization’s Facebook (8,317) and Twitter (3,290) communities continues to grow yet few nonprofits are raising funds from social media.  Download your free copy.

(To kick start fundraising results, it will be interesting to see if development departments start to play a larger part in managing social networks – currently it’s usually marketing / communication that’s in charge.)

If you decide to go outside your organization for social media help, ask these 7 questions to anyone you’re considering hiring.  (My take – it’s always preferable to assign this work to a staff person who is more familiar with your nonprofit.)  And here are 10 things you may be doing wrong with social media.

Have you noticed the larger photos on Facebook’s mobile application?  Wonder where they got this idea (see new kid on the block Pinterest).

Blackbaud’s webinar series today included an important reminder that work on your website doesn’t stop after the redesign.  Websites must continue to evolve and most importantly,.must always have fresh content to keep your constituents coming back.  Need ideas?  Here are 58 ways to create great content.

In addition to checking out how your website looks on phones, how about tablets?  See 11 Nonprofit Websites That Look Great on iPads.  And what about your email messages?  Here’s how to optimize mail for mobile phones.

Finally, if you don’t have a specific campaign to recruit monthly donors, read this.

ePhilanthropy Highlights from eNonprofit Benchmarks Study, 501TechNYC Meeting

Attemded a webinar today highlighting the recently released 2012 eNonprofit Benchmarks Study. authored by M&R Strategic Services and the Nonprofit Technology Network.  Some interesting takeaways:

  • The average email open rate has ‘steadied’ at 14% (is this supposed to be good?) but some nonprofits get better results by segmentation, localization & personalization.
  • While mobile devices accounted for 15-20% of email opens, those who read email on phones are less likely to click thru and take action.  But it can also help if the email is formatted to look good on a small screen.  Here’s tips on how to do it.
  • The Red Cross demonstrated why segmentation doesn’t have to be difficult, identifying donors by monthly, institutional, emergency, lapsed and non-donors.
  • Monthly donors constantly outperformed other segments.  (For a great example of a nonprofit that realizes this, take a look at City Harvest Rescue Partners campaign that specifically asks for monthly gifts.)
  • While segmentation can improve email results, it will make even more of a difference if you prepare great content – as well as an engaging subject line.

Tonight I attended the monthly 501 Tech NYC get-together, which featured a capacity crowd at the NYC Foundation Center to hear takeaways from the recent Nonprofit Technology Conference.  Would you believe 10 presenters offered mini-versions of their event sessions?  Some highlights:

  • US Fund for Unicef‘s Porter Mason stressed the neglected art of AB testing – emails, web pages, social media posts and added that ‘coding links must become normal practice.’  Take a look at WhichTestWon to test your instincts on what works best.
  • Big Duck‘s Farra Trompeter (recently honored with a Community Award at the Nonprofit Tech Conference) offered an interesting flow chart approach to Is It Time to Rethink Your Website.  Important reminder – the work doesn’t end when your new website is rolled out, it’s an ongoing task.
  • Causevox‘s Rob Wu finished the evening with tips on how to tell compelling stories, e.g. don’t talk about your organization, talk about your cause and your supporters.  Also, get everyone involved – not only the marketing / communications folks.

If you weren’t able to attend today’s events, make sure you download the eNonprofit Benchmarks Study and follow our 501 Tech NYC group on Facebook to stay informed.

Takeaways from 2012 Nonprofit Technology Conference

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.

Session Picks at Next Week’s Nonprofit Technology Conference

Will you be at next week’s Nonprofit Technology Conference?  If so, here are my picks for sessions to attend:

To get the most out of this year’s NTC, see also my post, Getting the Most from Nonprofit Events. And if you can’t join us in person, attend the Online NTC.  Hope to see you soon.

Why I’ll Be at the Nonprofit Technology Conference in April

For those of us who are lucky enough to be working, it’s often difficult to get our organizations to support our participation in professional conferences.  Budgets are tight, and there’s much information available online and through free or low cost webinars.  My current organization isn’t able to sponsor my participation in this year’s Nonprofit Technology Conference, but I’ve arranged to go anyway.  Here’s why:

  • While there are many ways to keep in touch through social media, there’s no substitute for meeting people face to face.  Events like the NTC are often the only times I have the opportunity to reconnect with colleagues from other parts of the USA (and beyond)
  • The conference sessions are always interesting, but sometimes the greatest insights come from conversations I have at meals or other informal activities.
  • Spending time with a few thousand of my nonprofit colleagues reminds me that we are all facing similar challenges at our organizations, and can be more effective if we learn from each other
  • Those who attend the NTC come from a wide range of nonprofits of different sizes and missions, yet Nten always manages to provide something for everyone through a wide variety of offerings in technology, communications and fundraising topics
  • You may make a connection who will turn out to be your next boss (or someone who becomes a valuable addition to your staff)

If you’re fortunate to be able to attend this year’s conference, help someone who can’t by donating to the Nten Scholarship Fund.  And if you make it to San Francisco in April, please find me and say hello.

Blackbaud Will Buy Convio – My Thoughts

Having watched many nonprofit vendors combine over the years, I probably shouldn’t be surprised by this week’s news that Blackbaud intends to acquire Convio.  But since the companies have taken such different paths with contrasting cultures, it’s hard to imagine that a merger will go smoothly and provide significant benefits to nonprofit customers.

Blackbaud’s most popular product has long been Raiser’s Edge, which provides unmatched functionality but is also beyond the financial reach of many small to medium nonprofits.  Despite efforts recently to make it more web based, RE is still primarily locally installed.  Of course Blackbaud has bought many other companies over the years which provide web options, such as eTapestryKintera, and PIDI, so many that it’s often hard to know how the multiple products all fit together.

In addition to its foundation online marketing platform (now Luminate), Convio took a significant risk by developing Common Ground, a web application built on Salesforce.  While Common Ground offers much less functionality than software like Raiser’s Edge, it offers the strong advantage of being able to connect well with other products due to its Salesforce infrastructure.  (Integration between platforms has been a major issue at every nonprofit I’ve worked for.)

While Blackbaud has been most active in acquisitions, let’s not forget that Convio also bought GetActive – and the transition of GetActive customers to the Convio platform was long and painful.

As many of my colleagues have said this week, it’s hard to know how this acquisition will pan out, and which products will continue to be maintained.  I have friends at both Blackbaud and Convio, and I can only hope that the inevitable personnel shakeup will be handled respectfully.

In my view, this merger may have the effect of reducing competition and innovation, which is always a bad thing.  However, this may also be a wake up call for those organizations who have not discovered the benefits of using open source solutions which are not tied to the fate of a particular vendor.

If you’re on the Progressive Exchange and Nten email lists, I encourage you to read the comments of my colleagues Peter CampbellMichelle Murrain, Robert Weiner , Allen Gunn on Aspiration Tech and Alyson Kapin’s on Frogloop.  Also see Nten’s take and then join the free Nten conference call this Wednesday to further sort out what is likely to come next.

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

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

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?

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.

Recap of Nten Webinar – Project Managing New Drupal Website at NYPL

When I first heard Michelle Misner describe her success implementing a new Drupal website at the NY Public Library at the September Not-for-Profit Webmaster Roundtable Meeting, I thought it would be great to share her experience with others in our nonprofit community.  So Michelle and I presented a webinar yesterday for Nten where she reviewed the project management process, and I asked questions on how things went.

In addition to the tips I provided in my earlier blog post, here’s some additional takeaways from yesterday’s session:

  • Do a content audit before starting a website redesign;  you probably have more content than you think; allow plenty of time for migration into the new CMS
  • Picking the product is easy compared to instilling a culture within your organization so everyone assumes responsibility for online content – if only the communications department has updated web pages in the past, this will be a major shift
  • Training is a continual process – not just when you roll out the new system;  Drupal has a steep learning curve, so make sure you allow the time for internal staff to learn the software, especially the person(s) who will be managing the site
  • Make sure you coordinate what’s on your website with other communication channels, e.g. social media, and use an editorial calendar to plan content updates on all platforms
  • Plan who will be responsible for content updates and then trust your staff to post them; not every piece of content needs to be reviewed before going live, but some parts of your website may need to be more closely monitored than others.  (Drupal does not have a built-in way to notify approvers that content is awaiting review.)
For more details, please listen to the recording from yesterday’s Nten event.  Michelle’s experience offers much wisdom about how to roll out a new website using a content management system, whether or not you choose to use Drupal.