5 Tips in Using Salesforce

This week I had the rare pleasure of attending a full week training in Salesforce Administration.  While I’ve used Salesforce for years, I had never attended a formal class, learning mostly on my own.  It was an intense experience;  now I know how much I don’t know about Salesforce.  Below are five takeaways:

  1. If you are lucky enough to have the opportunity to take a live class, do it.  If not, there are great resources such as Trailhead and the Who Sees What series of data visibility on YouTube.
  2. (Even if you’re not a developer), sign up for an account on developer.salesforce.com.  Then download a few workbooks to get in depth tutorials.
  3. Be patient.  When I told my instructor that I felt overwhelmed by the amount of material we covered in the class, she said she felt the same way when she first took the same class more than 12 years ago.  Now she is an experienced Salesforce trainer.
  4. Get involved with the Salesforce Success Community and the Power of Us Hub.  I’ve found others who have used the platform for years (like my friend Judi Sohn, now with the Salesforce Foundation) to be very helpful whenever I have questions.
  5. Find a good partner to help you implement Salesforce at your organization.  The best way to do this is to ask others who have already rolled out the platform.  You don’t have to do it alone.

Note to Salesforce  – while the Administration class was great, why not a nonprofit specific version?  Many of the objects / processes learned weren’t relevant to my environment, and there was no mention at all of the Nonprofit Starter Pack, which I hope to be using soon.


Fundraising Day Recap

Yesterday I had the pleasure of attending Fundraising Day.  I spent part of the day volunteering to help attendees, but was able to attend several sessions of the Web, Tech and Social Media track. Below are a few highlights:

  • Social media guru Danielle Brigida (US Fish & Wildlife Service) offered these essentials for communicating on social media: a compelling message, an intriguing visual and a clear call to action.  On Facebook, she suggested we focus more on getting shares than likes and to utilize interest lists
  • David Acup (Environmental Defense Fund) and Luke Franklin (ASPCA) offered a dizzying number of tips such as: remembering to communicating tech wins (not just requests), utilizing custom targets on Facebook and recognizing social ambassadors (who is already sharing your org’s content?)
  • Fundraising expert Jeff Brooks (True Sense Marketing) discussed 3 donor trends:
    • Donors are crossing channel lines.  Make it easy for them to do so.  Align channels.
    • Donors are consolidating giving to fewer organizations.  Develop fundraising ‘offers’ to clearly indicate how gifts will be utilized.  Don’t forget to thank donors quickly and report back on how their donations have been used.
    • Most current donors are boomers.  Make them the hero in your communications (don’t focus only on your organization).  You probably should contact supporters more often than you are now (as much as 12 x/year!).

Thanks to the Association of Fundraising Professionals for hosting another great event and to Steve Jacobson (JCA) and Paul Habig (SankyNet) for moderating the tech track sessions.

How to Get (and Maintain) Buy-In for Tech Projects

At the recent Nonprofit Technology Conference, Nonprofit Radio host Tony Martignetti asked me to speak about my two sessions,  Winning 100% Buy-In from Staff and Board for your Next Nonprofit Technology Adoption and Why User Adoption Shouldn’t Be an Afterthought: Making Sure Your Organization Actually Uses the Technology You Implement.

If  you missed my sessions, now you can listen to my interview via podcast.   (The program also includes comments by Blackbaud veteran Steve MacLaughlin on emerging nonprofit technology trends.)  My segment begins at 32:00 of the 57 minute podcast.

Thanks to Tony for having me on his show and to Nten for running another great event.


Is Agile Project Management Right for Your Nonprofit?

Seven years ago I presented a webinar for Nten on Project Management for Nonprofits (I’ve recently updated the slides).  Since then, agile has become an increasingly popular methodology for managing a project.

At the 501TechNYC meeting in NYC on Wed, May 27, Monica-Lisa Mills and I presented Is Agile Project Management for Your Nonprofit, where we will discussed how agile may (or may not) work at your organization.

Whether you realize it or not, you probably do some project management in your job, and using agile principles may help you to have better results.

Addendum 5/28/15 – Thanks to Monica-Lisa for collaborating with me and sharing her expertise and to everyone who attended last night’s event.  Slides are below:


If You Do This Right, Your Project Will Be Successful

Probably the most challenging part of a project is defining your requirements.  Try these tips to improve the odds that your next project will be successful:

  1. Allow sufficient time to document your current system – and what features / functionality you want in your new system.
  2. Ask a team member who is a strong writer to help with this process.
  3. After you think you’re done, show your write-up to someone who is not directly involved in your project.  Can they understand what you’ve described?
  4. Many vendors/consultants will guide you through the requirements gathering process.  This will cost more than doing it yourself, but in the long run will cost less than if you have to re-do a project that has failed.
  5. Plan for a phased approach – not all requirements not have to be met in the first release / launch / rollout.  The more focused and short-term you can keep your project, the more likely you will get the results you want.
  6. Prioritize your needs.  Getting a system that meets 80% of your requirements in 3 months is probably preferable to holding out for 90% of your needs that will take much longer to implement.
  7. Have a change control process in place to handle user requests for items that are not part of the requirements.  Keep a ‘wish list’ of features / functionality that you may want to add later.
  8. Assume that staff members may leave and companies you hire may change who is assigned to your project.  This is why it is so important to document your requirements clearly.

Need more help on how to document your requirements?  See Requirements Management: The Good, the Bad, the Ugly from the Project Management Institute.  Doing this right won’t guarantee that your project will succeed, but if you don’t, most likely your users will not be happy with the results.

How to Wake Up Your Fundraising

How to Wake Up Your FundraisingAttended an event this week offered by Nonprofit Pro on How to Get Your Entire Organization on Board for Fundraising Success, focusing on how you can help break down the silos in your organization.  As I’ve  discussed previously in this blog, fundrasing is the lifeblood of any nonprofit and shouldn’t only the concern of the Development staff.  More tips:

  • If you want to start to break down silos, it’s not just everyone else that has the problem.  Start with yourself.  How can you involve other departments in your work on an ongoing basis?
  • Sometimes there are also silos within development between direct mail, major gifts, and online giving.  It doesn’t matter who ‘gets credit’ for a gift.  Treat donors as they see your nonprofit – as one organization.
  • Planning to bring in a new fundraising system?  Start first by building small wins through pilot projects.  And don’t forget to involve other departments, e.g. fiscal, who need to have a voice in what software you bring in.
  • Don’t be afraid to ask your volunteers to deepen their commitment  as advocates / evangelists of your organization.
  • Ask management what metrics they want to see, then present them consistently.  Providing data to show the impact of your work is critical both internally and externally.

My best take on how to break down silos – get out of your chair and walk around your office and visit other sites.  You can’t develop effective working relationships by focusing only on email.

Thanks to Tricia Hart and A.J. Minogue from Amnesty International and consultant Jodie Green for sharing their expertise at this event, and to Softrek for sponsoring (it was nice to attend an event where they actually served a real breakfast).

How Well Can Your Nonprofit Exchange Data With Other Orgs?

When my boss asked me to attend a three day training in Virginia on NIEM, I was a bit surprised since I had never heard of the National Information Exchange Model, nor does by organization often pay for out-of-office trainings.  But as it turns out, all nonprofits could benefit from learning about NIEM.

NIEM provides a way for organizations with data in different systems to be able to exchange data with each other by using an intermediate data model.  There is some effort involved in creating a NIEM model, but once done, it can be used to provide data with any other nonprofit that uses NIEM.

In my 15 years working with nonprofits, I’ve often observed how challenging it can be to share data because of cultural issues – many organizations are just very protective about their data.  For many of us, that will be the primary challenge.  But eventually grants may require us to use NIEM as a way to provide data externally, so why not learn about it now?

How to get started?  First, encourage departments within your nonprofit to share data with each other and consider using an internal dashboard featuring program statistics.  Then, try some free online classes, but consider in person training since NIEM can be a difficult topic for those of us who are not expert programmers.

Do You Work for an Excellent Nonprofit?

If so, then why not apply for the 2015 New York Community Trust Nonprofit Excellence Awards?  It’s a fantastic program that will improve your nonprofit’s management practices,regardless of whether you win.

The Nonprofit Coordinating Committee is holding application clinics to give those considering submitting an application for the 2015 Nonprofit Excellence Awards a chance to ask questions and get more detailed information about the application and selection processes. Prospective applicants are encouraged to bring a board member.

Fri, Mar. 27  10-11:30 AM  —  Adelphi University, Garden City
Wed, Apr. 1  3:30-5 PM  —  A.R.T./NY S Oxford Oxford Space, Brooklyn
Thu, Apr. 10-11:30 AM  —  Baruch College, Manhattan
Tue, Apr. 7   3:30-5 PM  —  Hostos Community College, Bronx

(Full Disclosure: I’m a New York Community Trust Nonprofit Excellence Awards Selection Committee member.  Learn more about the awards.



Another Great Nonprofit Technology Conference – Notes on #15NTC

I returned from Austin, TX this week, where I attended another wonderful Nonprofit Technology Conference (great job Amy & Nten!).  Thanks to everyone who attended and participated in my two sessions, Winning 100% Buy-In from Staff and Board for your Next Nonprofit Technology Adoption (see collaborative notes) and Why User Adoption Shouldn’t Be an Afterthought: Making Sure Your Organization Actually Uses the Technology You Implement (see collaborative notes).

Although these sessions were given at different times with different co-presenters, they really were related;  how to get organization support from the start to increase the probability of project success, and what to do throughout the process to make sure users are happy with the new system.  Below are my slides illustrating ten scenarios of what can go right – and wrong in user adoption:

If you would like more tips on how to make your projects end better, take a cue from my friend Peter Campbell, who in his latest post What is Nonprofit Technology explains that “Successful technology implementations at nonprofits are done by people who know how to communicate. The soft skills matter even more than the tech skills, because you will likely be reporting to people who don’t understand what tech does.”
Interestingly, another session I attended  was entitled What to Do When Technology Isn’t Your Problem (see collaborative notes), which focused on the importance of people and process as well as the technology.  Spend the time to fully understand business processes work and make sure you work on your relationships, both inside and outside your organization.  When tech projects fail, the technology usually isn’t the reason why.

Winning 100% Buy-In For Your Next Nonprofit Technology Adoption – #15NTC Preview

Have you ever spent a lot of time and effort planning and implementing a project, only to find out months after rollout that users barely use the new system?

15NTCAt the 2015 Nonprofit Technology Conference, in Austin, Texas next week, I will be a presenter in the session, Winning 100% Buy-in from Staff and Board for Your Next Nonprofit Technology Adoption.  With co-presenters Kathryn Englehardt-Cronk (Community TechKnowledge), Brad Pierson and Jennifer Vocelka (SIMS Foundation), we will share our experiences about how to get your colleagues on board for your next project.

Here’s a preview of what we’ll be discussing:

  • Kathryn will present a model she’s developed to make the case for a new system and demonstrate how it will help stakeholders
  • I will present 10 scenarios on what to do if you don’t have the ideal scenario (where staff, management and board are all supportive both before, during and after rollout)
  • Brad and Jennifer will discuss how they were able to turn around a culture where previous projects had not gone smoothly

Our session will be presented Thu, Mar. 5 at 10:30 AM.  If you’re planning to be at the 2015 Nonprofit Technology Conference (always a great event), I hope you’ll plan to join us.

Bridging Technology, Communications and Fundraising at Nonprofit Organizations