Tag Archives: Laura Quinn

How Reliable Is Your Data?

When you report on your nonprofit data, do you feel confident that it is accurate?  Some quick tips:

  1. Where is your data entered?  Although you may have a central database, staff may also enter information in personal spreadsheets, databases or even handwritten notes.  You probably won’t find out unless you take the time to ask pointed questions and observe the data entry process.
  2. What type of data validation is available?  Especially if much of your data is stored in spreadsheets, there may not be any data validation in place, or it may be easy to inadvertenly change a formula without realizing there is a mistake.
  3. Do you provide ongoing training and support on your system?  Doing a few introductory sessions when a new database is rolled out isn’t sufficient.  You may find that the system that was provided a short while back no longer meets your users’ needs.
  4. Do you provide mostly drop down list of choices for your questions, or do you include many open ended or ‘notes’ fields?  Placing too much information in ‘notes’ will be a nightmare when you’re ready to run reports to analyze whether your program has met its objectives.
  5. Do you have a way to set security levels for different users – and do you promptly remove accounts for staff who have departed?  Many nonprofits don’t.

At my organization, as part of our Technology department, I work jointly with colleagues from the Research group since we share a desire to report on good data.  We regularly visit our sites to review data entry practices and recommend ways to improve data integrity.  We also explain why it is often preferable to enter data into shared databases instead of multiple spreadsheets. (Here’s a brief presentation that compares both tools.  Also see Robert Weiner’s blog post, Reigning in Shadow Databases and Laura Quinn’s insightful article, In Search of Better Data About Nonprofits’ Programs.)

Can you reply on your nonprofit’s data?

Updated Social Media Decision Guide Now Available from Idealware

While many of my colleagues in the nonprofit community often share their knowledge and expertise, I’ve found Laura Quinn’s Idealware site especially helpful over the years in providing impartial and comprehensive evaluations of nonprofit software.   The just released Nonprofit Social Media Decision Guide provides a systematic approach to determine how to best use social media at your organization.

Probably the most important takeaway is the recommendation to first decide what you want to accomplish and who you want to reach.  Without taking the time to establish your goals, it’s impossible later to evaluate whether social media is a worthwhile use of your staff’s time.  Idealware’s report offers several examples of how social media can help to achieve a nonprofit’s typical objectives: fundraising (although social media should NOT be primarily be used for this purpose), advocacy, recruiting / engaging volunteers, supporting events (both before and during) and outreach.

As I’ve said in the past when discussing multi-channel campaigns, social media works best when integrated with other channels.  But messaging content and frequency need to be appropriate for each channel;  don’t just post the same information everywhere.

If you take the time to apply the ideas from this wonderful resource, you will be able to measure the effectiveness of your social media campaign. Thanks to Idealware, and Balance Interactive, Trellon and New Signature for their support in helping make this report available to our community at no charge.

What’s New in ePhilanthropy

When you present, do you get frustrated with attendees who seem to be paying more attention to their phones / computers than to your presentation?  In her presentation this week on the Trainer’s Social Media Tool Box, Beth Kanter explained how to use social media to enhance your sessions by encouraging sharing of information.   A new book, the Back Channel, details this phenomenon in more detail.  (If you’re still waiting until the end of your talk to take questions, you definitely need to see Beth’s notes.)

Jeff Brooks also spoke on a Network for Good call on what not to do in online fundraising – slides are available here.  (Hint – if your figures are not growing, you’re missing something.)

Do you maintain a database for advocacy that’s separate from your main donor database?  Care2′s webinar on Connecting Advocacy to Fundraising showed how activists can also be top fundraisers, if you take the time to cultivate them.   Activists also consistently open emails more frequently than other supporters.

If you need help in selecting tools for your organization (who doesn’t?), take a look at Idealware’s just released Field Guide to Software for Nonprofits.  Laura Quinn’s organization has always provided great information through her web site, blog and enewsletter.  I helped with some edits for this book – it is definitely worth getting.

Now that there’s so many ways to communicate with constituents, are you taking the time to make sure your messaging is consistent and on brand across channels?  See notes from Kivi Leroux Miller’s talk this week on Integrating Your Website, Email Newsletter and Social Media Sites.  Also see Blackbaud’s tips on Multi-Channel Engagement.

Like most nonprofits, Idealist has having some challenging times and has asked for our help.  Ami Dar’s work has long benefited the nonprofit community.  Please help.

Finally, are you helping your constituents to run their own fundraising events, or do you only help with events run by your organization?  If so, you’re missing a huge opportunity. Read Independent Fundraising Events Bring Big Returns, which links to a recent white paper by Blackbaud and Event 360; you can also register for a webinar on Feb. 3 to learn more.

New Articles / Events on Online Fundraising

Nten offers two new articles covering online giving:  Steve MacLaughlin offers an optimistic overview, showing how online giving continues to increase despite difficult economic conditions and why an integrated (online + offline) approach is best;  Rebecca Higman and Katya Andresen discuss how nonprofits can continue to engage constituents after their initial online gift, promoting recurring gifts and by remembering to thank them for their support.

Two events coming up soon: nonprofit marketing guru Kivi Leroux Miller offers an online fundraising bootcamp on Nov. 4, focusing on optimizing your web site and online donation page, targeted email marketing and using social media;  her advice is always on target.  If you specifically need help with email, take a look at next week’s Boston Email Fundraising Bootcamp, featuring experts such as Idealware‘s Laura Quinn and Firefly Partners‘ Maureen Wallbeoff.  While social media is the hot topic of the moment, email will be with us for a long time and should be a centerpiece of your online strategy.

Report from Online Nonprofit Technology Conference

This week I had the pleasure of participating in Nten‘s first Online Nonprofit Technology Conference.  While on a much smaller scale than the annual spring event, the two days of online webinars featured some of our sector’s brightest stars and allowed an opportunity for much more interaction with the presenters than is normally possible at the live event.  Some highlights:

  • Network for Good‘s Katya Andresen reminded us that raising awareness of our organizations isn’t enough, it’s to ‘get someone to take an action.’    She also recommended we let the constituent be the messenger for our cause (much more effective than if message comes directly from organization).   She implored us to focus on the donor when designing our web sites, not on the organization structure, mentioning Kiva and DonorsChoose as examples of how to do this right.
  • ConmmonGood Career’s James Weinberg described how social networking sites are replacing online job boards.  As a way to encourage staff longevity, he suggested finding ways to change job responsibilities even if the position doesn’t change.   If nonprofits can’t create opportunities for staff to advance, it is their responsibility to help them move elsewhere (not sure how many nonprofits would agree)
  • Idealware‘s Laura Quinn offered a sneak peak at her Field Guide to Software, to be released later this year.  She added that the choice of donor database is probably the most critical decision (and to make sure everyone in organization is comfortable using it)
  • Beaconfire‘s Michael Cervino discussed using benchmarks from sites such as PewInternet and  e-Benchmarks-Study to measure how well our organizations are performing, also showing how Google Analytics funnels can be used effectively.  He also described how online surveys are best used frequently with few questions.  (I added this is a great way to add data to help segment your database)
  • Philantech‘s Dahna Goldstein discussed how to help staff deal with change, e.g. making sure that staff are fully involved and kept informed
  • Consultant John Kenyon and American Lung’s Rusty Burwell discussed online communications and the importance of inter-department collaboration.  See my previous post on this topic.  In response to my question, John stated emphatically that social media will never replace email as the main communications medium.

Thanks to Holly and the NTen staff for putting on another great program, and congrats also to Holly for being recognized by Nonprofit Times in the Top 50 Power and Influence!

Report from 2008 Nonprofit Technology Conference

Thanks to Holly Ross and the entire Nten staff for last week’s annual Nonprofit Technology Conference, held in New Orleans.  With so many worthwhile sessions taking place during the three days, the hardest part was choosing which sections to attend.  I was also fortunate to receive what was clearly the most valuable prize at the Sponsor Fair, a $1000 donation to any nonprofit of my choice, generously contributed by Jay Frank of Nice Touch Communications and Telecom for Charity.

Kudos also to Beth Kanter who organized the Day of Service to assist local nonprofits in New Orleans on the first day of the conference.  Working with Nancy Schwartz, (who writes Getting Attention to help nonprofits with marketing tips), I gave a quick ephilanthropy tutorial to Casa New Orleans.

I also participated in two conference sessions:

Tug of War or Pulling Together? Building Teamwork for Better Online Campaigns, David Hollender, Jed Cohen and I reviewed strategies for how an organization can work collaboratively instead of in silos.  Sharing information regularly can help, as well as a current intranet site and ‘lunch and learn’ where departments are invited to learn about each other’s projects.  While it is helpful to build relationships with those in other departments before you are assigned to work on a project with them, it’s also important to make sure that your own department’s goals are met.

The Joy of CMS: Implementing Sustainable Content Management Systems (The Painless Way to Keep Your Web Site Current): I moderated a panel of three CMS experts: Andrew Cohen, Nathan Gasser and Jeff Herron.  Instead of focusing on available products (of which there are many), we discussed how the idea of content management can be successfully deployed.  Having a current web site is easier when the responsibilities are shared throughout the organization, and when management accepts this as part of everyone’s job.  We also discussed work flow – how web pages are reviewed and released, and how to insure that web content is consistent with other communication vehicles.

I also want to commend Laura Quinn and Dahna Goldstein who moderated two sessions on data integration which I attended.  Since most of us have data in many locations, it is always challenging to share information between multiple products.  Memorable takeaways: when evaluating products, data integration must be on the list of requirements, and it may be best to consider vendors who have been ‘open’ from the start rather than those who have changed mostly due to market demands  Let’s keep this discussion going on Nten’s Data Standards & Integration affinity group!

It was also wonderful to return to New Orleans, which clearly is still recovering from the effects of Hurricane Katrina.  My wife and I were serenaded one night by a couple who lost their home and were struggling to make ends meet.

Collaboration and Management in Cross-Departmental Web Projects

At today’s Managing Nonprofit Technology Projects conference, I facilitated a session on Collaboration and Management in Cross-Departmental Web Projects.  We focused on techniques to implement successful projects which involve staff from multiple areas within an organization, most who don’t directly report to the project manager.

Some major points:

  • Although many projects involve web sites or other technology implementations, project management is more about ‘soft’ skills in winning cooperation from team members who are often assigned to a project while having to manage their already overburdened task list
  • Nonprofit organizations rarely embrace project management principles as set forth by the Project Management Institute, nor do they develop internal structures such as a project management office.
  • Assigning a team or task force across department lines can be utilized as a way to give team members an identity separate from their usual work responsibilities.
  • The basic definition of project management should include an informal toolkit of ‘soft’ tools such as finding evangelists to help drive project progress, ways to win stakeholder cooperation and addressing organizational culture challenges.

More details on this session and other discussions held at the conference can be found at this wiki.  Thanks to Allen Gunn of Aspiration and Laura Quinn of Idealware for organizing this event.

Three Approaches to Data Integration

Laura Quinn, Director of Idealware has released a valuable analysis on three approaches to data integration.  Her site provides articles which help nonprofits decide what software to choose.  Integrating data between different systems is always a sticky challenge, as I’ve experienced in my current role at the Crohn’s & Colitis Foundation as we’ve attempted to integrate our financial, offline fundraising and online fundraising systems.  Laura’s article is a clear summary of integration options.