Reasons NOT to Combine Fundraising and Marketing Committees

Thumb down hand sign

It’s common, especially for new or small nonprofits, to combine the responsibilities for fundraising and marketing into the same Board committee — after all, both functions include “getting the word out.” That’s what they have in common. But they have much more that is not in common.

Part of a Fundraising Committee’s job is to ensure that the right words are customized to each appropriate funder — to one group of stakeholders. However, part of a Marketing Committee’s job is to ensure that the right words are customized to many different groups of stakeholders, e.g., current and future clients, collaborators, community leaders, suppliers, researchers, educators, etc. (Strong relationships with many stakeholders often results in more donations.)

Combining the two Committees often results in doing neither role very effectively. So to do Fundraising and Marketing very well, they should be done separately. Here’s why:

Responsibilities of a Good Marketing Committee

The Committee follows this general sequence during the year. It might seem like a lot at first, but it’s actually working smarter, rather than harder.

  1. Clarify the unmet needs and wants in the community.
  2. Identify what results or outcomes would best meet each of those needs.
  3. Identify which programs/services would best achieve those results.
  4. Suggest which groups of people (markets) would be best to serve with programs.
  5. Help the Board select which programs to provide to which markets.
  6. Identify who potential collaborators would be to serve those markets.
  7. Identify what competitors might exist, direct and indirect, to serving each of those markets.
  8. Analyze which fee structures would be best for generating revenues to pay for the resources to develop and provide the services.
  9. Decide the best way to provide, or package, the services, e.g., it wouldn’t be best to provide day-care during the evening when most parents are home.
  10. Identify each of the stakeholders that would have an interest in your organization’s serving each of the separate markets. (Funders might be only one of those types of stakeholders.)
  11. Articulate the message or image that you’d like to cultivate with each of the markets and each of the groups of stakeholders.
  12. Identify the best means to reach each market, e.g., some like to listen to the radio and some like to read the newspaper.
  13. Identify how best to advertise and promote that message to each market and group of stakeholders.
  14. Articulate the overall image that you’d like stakeholders to have of the overall organization, and how you can cultivate that (via good Public Relations).
  15. Decide who is going to do what and by when to achieve the above.
  16. Put the answers to the above activities into a Marketing and Communications Plan, orient it to the Board and get it approved.
  17. Monitor implementation of that Plan.

Responsibilities of a Good Development/Fundraising Committee

The Committee follows this general sequence during the year.

  1. Work with the Finance Committee to understand the fundraising target, i.e., how much money needs to be raised, and determine (via the development plan) how much money could (based on history) likely be raised.
  2. Ensure that adequate prospect research is done to identify the best strategies for raising those funds across the different fundraising constituencies, e.g., from individuals, foundations, government and/or corporations.
  3. With the Marketing Committee, understand the needs of each fundraising constituency and what actions would be required to achieve maximum responses from each.
  4. Identify specific sources of funding across the different types of fundraising constituencies (individuals, foundations, government and corporations).
  5. Clarify how best to approach each source, e.g., many funders fund only certain types of grants for certain types of programs/results, and will accept proposals only during certain times of the year.
  6. Identify who is going to approach which funders, with what strategies, and in what timeframe.
  7. Establish the optimum system to manage grants and donations.
  8. Put the above in a Development/Fundraising Plan.
  9. Orient the Board to the Plan and get it approved.
  10. Train (willing) Board members about how to raise the funds from the (potential) sources that were identified and assigned to them.
  11. Support the implementation of the Development/Fundraising Plan.

Summary

If each of the two major functions is combined into one committee, then it’s likely that each function will not be done nearly as well as if each function gets the attention that it deserves.

Marketing might result in programs that just sounded like good ideas at the time, but that did not receive sufficient market research to verify if they were really needed. (There’s an old adage that, if you throw a ball against a wall and someone writes you a check to do that, that doesn’t mean it’s a program.)

Or, marketing might result in pushing out the same message to every different group of stakeholders as if they all are the same. That doesn’t connect with the stakeholders — it just informs them that you think they are all the same.

Fundraising might result in a small group of Board members who try to keep high-quality relationships with a wide variety of stakeholders — until they get so burned out, that they ask someone to send out the same grant proposal to 100s of funders — to just anyone who might read them.

See the Free Management Library’s topics:

————————————————————————-

Carter McNamara, MBA, PhD – Authenticity Consulting, LLC – 800-971-2250.

Career Advice For Young Professionals and Leaders

A-man-giving-a-presentation-to-fellow-colleagues-in-a-seminar.

How many of you in college or graduate school had a course, or even a workshop, on managing your career? I bet not many because too many young professionals and emerging leaders come to me for coaching with all kinds of career and leadership concerns.

Career Intelligence #1 gave 20 real world practical ideas about managing one’s career . Here are 20 additional ones gleaned from a conference presentation where the audience was asked “what great advice did they received during their successful career?”

Some quoted a great boss, others a mentor or coach or professional colleague and others a family member – mother, father, sister, brother in law, even a grand mother.

Which ones can you start using right now?

  1. You never get what you deserve just what you negotiate.
  2. You are only valuable to a company when you add value to the company.
  3. Always ask your boss what you can do to make him/her look good to their boss.
  4. The day you stop managing things and start managing people you become a leader.
  5. Do you think he /she (your boss) would turn down a great offer to stay and work with you?
  6. The tough part is not the knowing what you must do but the doing what you know you must do.
  7. Treat people well on the way up as you never know who you will when you are on the way down.
  8. If you remove negativity and embarrassment from your mind, you will be much more successful.
  9. Always know the difference between job monotony and job dissatisfaction before you decide to quit.
  10. Check all activities to see if they are value adders or energy suckers and abandon the energy suckers.
  11. Good managers don’t actually manage? They LEAD. And its corollary: It’s awfully tough to push a rope.
  12. Employee is paid in two coins – by cash and by experience. Take the experience first; the cash will naturally follow.
  13. You don’t have to be friends with the people you work with. You just have to get along with them enough to do your job.
  14. Follow the money trail. (Translation: get aligned with the business groups who are generating revenue for the organization.
  15. If you don’t quickly make decisions about the path you want to take, sooner or later, someone else makes that decision for you.
  16. Accept a job because you want to work for the company, have the experience and because you agree with their values. Bosses leave.
  17. You don’t have to win every argument. Even if you’re right, sometimes it’s better to have the other guy walk away thinking he is.
  18. Only through failure and pain do you really grow. So don’t be afraid to take risks, make mistakes and fail…just make different ones each time.
  19. If you want to be a manager, be aware that you won’t get to play with the toys anymore; you will be looking after the people that play with the toys.
  20. Success is measured in different terms for each of us. It is much more important to do what makes us happy than it is to imitate someone else.

Career Success Tip:

A casual piece of friendly or professional advice, given at a time when you’re open to it and even perhaps need it, can change everything. Career intelligence is relevant no matter what your job function is or what kind of company you work for. Everyone must have career smarts to succeed in today’s workplace. Also see Keys to Career and Life Success, Five Career killers For High Achievers, What Your Career Success IQ?

Do you want to develop Career Smarts?

My Holiday Wishes for You

Man-on-a-beach-during-a-vacation-period

The holiday season is in full bloom. All the sounds and sights of the holidays are all around. Holiday music is playing and car horns are blaring at the increased traffic around the grocery and toy stores.

In this season of peace, love, family, and a little madness, I have a list of holiday wishes for you.

  1. May all your projects close on time and on budget.
  2. May your employees treat each other with dignity and respect.
  3. May all your candidates have wonderful experience.
  4. May all Performance Improvement Plans result in improved performance.
  5. May there be no layoffs or terminations.
  6. May the employee survey show an engaged workforce.
  7. May there be no injuries.
  8. May your managers show appreciation for the work of their teams.
  9. May the holiday bonuses not get cut.
  10. May you actually do no work during all those PTO days you planned.
  11. May you start next year with a clear head and a new enthusiasm to bring any changes that need to happen in your life whether work or personal.

Happy Holidays readers.

For more resources, See the Human Resources library.

Sheri Mazurek is a training and human resource professional with over 16 years of management experience, and is skilled in all areas of employee management and human resource functions, with a specialty in learning and development. She is available to help you with your Human Resources and Training needs on a contract basis. For more information send an email to smazurek0615@gmail.com. Follow me on twitter @Sherimaz.

PRojects IN Controlled Environments (a.k.a. PRINCE2®)

If you’re an American reader of this blog and you’re involved in, or interested in, project management, then you’re probably familiar, or at least heard of A Guide to the Project Management Body of Knowledge (PMBOK Guide). In this article I want to introduce you to a complimentary approach to project management which was developed in the UK and is known as PRINCE2.

PRINCE2 originated from a project management method called PROMPT in the 1970’s and was adapted by the UK government as a standard which could be used on all government I.T. projects. It’s has now been adopted by thousands of organizations worldwide including both the UK and Australian governments, the United Nations, NATO, DHL, Barclays Bank and Visa to name just a few. It was also used successfully by the London Olympic Authority on all of the 2012 London Olympics projects.

So, what’s PRINCE2 all about? Well, firstly it’s a generic principles-based approach to project management, so it can be applied to any type of project. When the latest version of the PRINCE2 manual was developed, hundreds of project managers were consulted in order to develop a method embodying modern best practices in project management.

The 7 principles form the bedrock upon which everything else in the method is based and form one of 4 integrated elements. The 2nd of these elements is the 7 themes, which are aspects of project management which need to be continuously addressed within a project. The 3rd element is the 7 processes which describe who is responsible, what they are responsible for, and when they perform the various activities within the project lifecycle. The last element describes how it is important to adapt the processes and themes to suit the needs of the project. On large, complex or risky projects, the processes and themes will need to be applied more rigorously than on a simpler, less risky project.

I think this flexibility is one of the main strengths of PRINCE2. It can be used on small projects without incurring a lot of overhead, but can equally be used to good effect on massive, international projects which require a high level of project governance. Another benefit is that because it’s generic, the method can be used on any type of project and if adopted by an organization can offer a common project management language across all projects. This helps to promote better communications both within and between projects.

I think another major benefit is that responsibilities for all the project management team roles are clearly defined. Whereas the PMBOK Guide really only focuses on the responsibilities of the project manager, PRINCE2 describes responsibilities in total for 9 different project management ream roles. Included in these are the Project Board (Steering Committee) and the Executive (Project Sponsor) roles. These are the most important on any project because they are responsible for taking all the major decisions about the project i.e. committing the money and taking decisions about starting/continuing with the project. By clearly defining each project management team role, each role understands what is expected of them and what authority they have for taking decisions.

One other thing about PRINCE2 which I think is really great is how it describes the different levels of plan. The Project Board requires a high level plan covering the whole project (project plan), the Project Manager requires a more detailed plan covering each stage of the project (stage plan) and Team Managers require their own team plan covering a work package which is a short-term and detailed plan. By having these different levels of plan focusing on the needs of each level of the project management team, both communication and control can be improved.

When I first came across PRINCE2 about a decade ago, one thing which surprised me was its insistence that there is no need for regular progress meetings on a project. This went counter to everything I had experienced myself on software projects over the previous 15 years. Managers needed meetings, or so I thought.

Well, in PRINCE2 meetings are only really necessary at the end of each stage and when important decisions need to be taken e.g. to continue or close the project. A more efficient use of management time however is for the Project Board to “manage by exception” which means that they require a meeting at the end of a stage but at the same time they delegate the day to day management of the project to the project manager via the setting of “tolerances”. These tolerances can be set for time, cost, scope, quality, risks and benefits and are a way of delegating authority. For example, cost tolerance could be +/-£10k, or for time +/-8 weeks. If these tolerances are forecast to be exceeded, then the project manager does not have authority to continue and must escalate the “exception” upwards to the Project Board who can then take a decision. In between the end of stage decisions, the project manager keeps the Project Board informed of progress via regular progress reports. I think this can lead to a huge saving of senior management time.

PRINCE2 also focuses on products which helps the stakeholders better understand what the project will deliver, why, when, by whom and for whom.

In addition to the above benefits, I think that perhaps the most important benefit of PRINCE2 is that it is business-focused. Having a viable business case informs all the decisions taken by the Project Board and also forms one of the principles of PRINCE2 – that a project must have “continued business justification”. This helps to ensure that a project delivers a return on investment and does not get side-tracked into managing the project as an end in itself.

So, I hope I have whetted your appetite to find out more about PRINCE2. PRINCE2 has really helped me become a better project manager and I think it can complement any of the existing tools within the project managers’ toolkit. If you would like to find out more about PRINCE2, but do not fancy reading the 300+ pages of the PRINCE2 manual, then I have put together a free resource (What is PRINCE2?) which covers all the basics of PRINCE2 which I hope you will find useful.

What do you think about PRINCE2?

PRINCE2® is a registered trade mark of the Cabinet Office

—————————

For more resources, see the Library topic Project Management.

—————————

Rockin’ Social Media in the Real (Estate) World

Social media icons on a phone screen

Guest Author: Sam Ott

Re-gaining Trust in Real Estate

Over the past few years, one of the most difficult challenges for real estate is gaining trust back in the minds and wallets of consumers. However, social media has expedited this process by revamping networking capabilities – online community involvement that leads to offline engagement and business success.

How So?

Social media connects people that know and trust each other, while assisting in expanding that network. This is exactly what real estate is about; trust, community and networking. Networking connects the right people and creates relationships, trust is what is formed in that relationship, and community is the ongoing involvement and development in this relationship.

Real estate companies need to actively engage and make a presence in social media outlets to re-gain that trust.

Getting Started

This is easiest part. It’s free and it’s takes only minutes to create an account and a business page.

When creating a real estate company’s business page, be sure to keep everything integrated – from the company’s website to its logo. Integration is not duplication. Don’t say the same thing over and over. People want to hear something new; something fresh; something that will actually benefit them. By integration, I mean creating a unique voice for the real estate company that’s being represented. Say something different, but in a consistent, similar style.

Have a Plan (Even a Small One)

One common issue faced by real estate and all other companies is getting all set up throughout many social media outlets and then…wait, what do I do? Being on a social media platform without saying something or making a presence is pretty much pointless, especially when it comes to selling something.

Formulate a strategy, even a small one. This can be anything, such as creating an editorial calendar for posts.

“Like” competitors’ Facebook pages or follow them on Twitter. These sound counter-intuitive, but it helps you to stay on top of their every move. If a real estate company posts pictures of a house that it’s selling, take note. What quality are the pictures? How many? Do the pictures provide a potential buyer with enough information? Point being, learn from your competitors and see what they’re doing. This is extremely beneficial to you.

Expectations

It’s important to explore realistic expectations of social media. Most real estate companies that post on social media and expect their marketing problems to be solved. They often think that people will flock to their business and demand to buy a house, chanting “Gimme Shelter!” Unfortunately, it doesn’t work like that. Like many things in life, nothing great comes without effort. Treat social media like anything else. Invest time, offer value and be there for people. You will eventually reap benefits. Just be patient and think long term.

In the meantime, don’t expect anything! Real estate is a necessity. So, for those in the real estate industry who actually make an effort because they care, have nothing to worry about. Take pride in your efforts. In the end, people will always need a place to stay.

What now?

Overall, social media can be a great thing, especially for real estate, since it sells from visuals. Real estate companies should be there for their communities and, since most people are online, it’s important to be there waiting for them, ready to provide shelter when people need it most.

——————

For more resources, see our Library topics Marketing and Social Networking.

——————

About the Author

Samuel Ott is a writer for Assist-2-Sell, found at www.RealtyMO.com, assisting Kirksville, Mo with real estate purchasing.

Proposal Development: How to Structure Your Grant Proposal (Part 1)

In my June 6, 2011 post, I introduced “A Four-Step Process for Effective Grantsmanship,” including: (1) prospecting for foundation funding, (2) cultivation, (3) grant proposal development, and (4) grant management and stewardship.

So far, I’ve provided a lot of introductory information on foundation and corporate grants, organizational readiness, grant management, and information on the first step in the four-step grantsmanship process: prospecting for foundation funding.

This is my first post on the third step in the process: Grant Proposal Development.

For those new to grantsmanship and grant writing, this step may be the most daunting. But it doesn’t have to be.

As I always tell my clients, grant writing is really about following the rules. Many private and corporate foundations publish grant guidelines, and they want all applicants to follow their guidelines… to the letter. Follow the guidelines, present your proposals in the appropriate and complete format, and include all required attachments.

A growing trend among grantmakers is the adoption of a common grant application. This allows applicants to prepare a single application for a number of potential funders. A list of common grant applications is provided online at the Foundation Center (http://foundationcenter.org/findfunders/cga.html). I have used the Missouri Common Grant Application (http://www.centerforgiving.org/MissouriCommonGrantApplication.aspx) and think it provides a good grant proposal template.

For foundations that don’t provide grant guidelines, I recommend using a common grant application format, like that provided by the Foundation Center, or the format below … that I have adapted from the Missouri Common Grant application:

Cover Letter – the cover letter is a great way to personalize your request. It is written from an individual (typically your NPO’s Executive Director) to an individual (typically the foundation manager or trustee). The cover letter can also include more qualitative and heart-felt information about your clients. I will write more about Cover Letters in an upcoming blog post.

Executive Summary – This is probably the most challenging section to write as it needs to succinctly summarize your NPO’s ask of the foundation, and often in only 100 – 200 words. I recommend writing this section last as you will have the best understanding of your complete proposal.

Contact Information – This is boilerplate information. I typically include name, address, phone and website of the NPO, as well as name, phone and e-mail address for the executive director and contact person for the proposal (if different from the ED).

General Organization Overview – More boilerplate information here. Include the mission and history of your organization, as well as a brief description of your major programs and accomplishments.

Stay tuned for Part 2, in my next post I will outline the following three sections of typical grant proposals: Program Description (this is the heart of your proposal), Financial Information, and Attachments.
=-=-=-=-=-=-=-=-=-=-=-=-=-=
Lynn deLearie Consulting, LLC, helps nonprofit organizations develop, enhance and expand grants programs, and helps them secure funding from foundations and corporations. Contact Lynn deLearie.
=-=-=-=-=-=-=-=-=-=-=-=-=-=
Have you seen The Fundraising Series of ebooks ??
=-=-=-=-=-=-=-=-=-=-=-=-=-=
If you’re reading this on-line and you would like to comment/expand on the above, or would just like to offer your thoughts on the subject of this posting, we encourage you to “Leave a Reply” at the bottom of this page, click on the feedback link at the top of the page, or send an email to the author of this posting. If you’ve received this posting as an email, click on the email link (above) to communicate with the author.

Big Ideas Aren’t for Commoners…

An-employer-stressed-with-how-to-resolve-crisis-in-her-company

Big Ideas aren’t for commoners, right? Facebook. The Bill and Melinda Gates Foundation. Pennies for Peace. Apple. All Big Ideas. So, big, in fact, that they seem like the kinds of things other people do, not the things us common-folk do.

Hmmmm… you know I’m not going to buy that one, right? I proudly own the moniker ‘Big Idea Success Strategist’ — if I bought the “big thinking is for everyone else” excuse, I wouldn’t have much of a practice… or a Big Idea of my own. The focus of my work with clients is in tapping hidden potential, transforming mindsets to inspire Big Thinking, and implementing the systems and structure to turn Big Thinking into successful action. Fact is, I’m a sucker for a Big Idea, I can smell one from a mile away, and I know you have one… we all do. You may just not have called it that yet.

What IS a Big Idea?

Big Ideas don’t always look like international phenomena. They’re not always translated into billions of dollars, or impact millions of people. And, in fact, sometimes Big Ideas aren’t even what you do, but how you do it.

Do these sound like Big Ideas to you?

  • The choice to stop competing as if your unique leadership is a commodity.
  • Refusing to live a divided life and inviting who you are into what you do.
  • Heeding the ache to restructure your business to fit your evolving life.
  • Leading a business or a team that is grounded in purpose, passion, and profit.

All Big Ideas. All necessitate that you to be authentic and courageous. All invite you to be an innovator, a thought-leader, and a role-model. All require that you care enough to take action.

Big Ideas don’t always start out looking big. In fact, most of the time, they just start out looking like you doing what you do best and care about the most. And they always start with small steps.

In the words of Facebook founder, Mark Zuckerberg, when talking about Facebook:

“The craziest thing to me in all of this, is that I remember having these conversations with my friends when I was in college. We would just sort of take it as an assumption that the world would get to the state where it is now. But, we figured, we’re just college kids. Why were we the people who were most qualified to do that? I mean, that’s crazy…. I guess what it probably turns out is, other people didn’t care as much as we did.”

And we all know how that story turned out. What’s the first small step to your Big Idea?

How Do We Handle Negative Results From an Employee Survey?

Annoyed-business-partners-arguing-during-meeting

We recently did a survey and were surprised that our employees had negative feelings about their work. They felt frustrated and unappreciated. What should we do?

Congratulations first on taking the time to survey and listen to your employees; second on paying attention to the results, even if they were not what you expected. Without strong positive ties to work or the work experience, employees have little incentive to go the distance or deliver consistently top performance.

So the next step is to understand the reasons for employee negativity. Don’t skip this step or you may be wasting your money, time and credibility by investing in the wrong solutions.

Let’s say that you find out that people don’t feel appreciated because your company tends to reward everyone in the same way. Rewards are most appreciated when they are individualized. Not one size fits all. What delights one person may mean little to another. In addition, people change over time, so that what is rewarding today may not be in the future. To make sure that rewards are genuinely effective in encouraging people, it is worth investing a bit of time in an “armchair analysis” to identify potential rewards for individuals.

Here’s a suggested process:

  • Make a list of feasible rewards you could possibly offer your staff members.
  • Sit back in your armchair with the list and with a particular individual in mind.
  • Review what you know about that individual: the way she likes to work, the kind of work she likes, hobbies, interests, etc.
  • Decide which of the possible rewards would be most appreciated by that individual.
  • Offer one of these rewards the next time you observe good performance and then check the individual reaction

Management Success Tip

Think of this as an opportunity to determine what is most effective for each individual in the team. You may also find that the exercise causes you to become aware of things about the people you work with, that you hadn’t really paid attention to before. Also see How to Encourage Everyone to Do Their Best Work, Five Ways to Motivate Your Best People and Not Break the Bank and Recognize the Importance of Recognition.

Do you want to develop your Management Smarts?

The Secret to Preparing for Virtual Meetings

Business-poartners-comunicating-online-with-their-laptop

In today ’s business world many meetings take place virtually using a variety of media, including the Internet, videoconferencing, the telephone, and other technology vehicles that allow participants to be in different geographical areas. Although these virtual media can reduce the cost of meetings, they can also present significant challenges to the facilitator. For despite the geographical dispersion, the facilitator must still find a way to get the participants excited from the very beginning, keep everyone engaged and focused on the objective, gather and document the critical information, build consensus, manage dysfunction, keep the energy high, and close with a clear understanding of what was accomplished, the value of the accomplishment, and the steps to be taken once the meeting ends.

In my new book, The Secrets of Facilitation, 2nd Edition, I included an entire chapter on The Secrets to Facilitating Virtual Meetings. Here is one of the secrets from the book on preparing for the meeting.

Secret #63- The Secret to Preparing for a Virtual Meeting

In your preparation, select the appropriate technology and plan and prepare your facilitation methods so that everyone will be able to “see.”

Whenever possible with virtual meetings, consider using technology that will allow all participants to see the same information. In face-to-face meetings, flip charts serve as a major focusing tool; similarly, virtual meetings are far more productive when participants are seeing the meeting output created as the meeting is progressing. Having the meeting information visible can keep participants engaged, reduce off-topic conversations, minimize misunderstandings caused by people mishearing information, and provide a method for identifying and correcting when the facilitator has misunderstood a point that is made.

The number of tools available to assist facilitators with virtual meetings continues to grow. At the time of this publication, the more popular ones include WebEx, Live Meeting, Adobe Connect, GotoMeeting, Join.Me, Skype, Google Docs, Powernoodle, ThinkTank, TeamViewer, iLinc, and iMeet.

  • For basic desktop sharing functions that allow others to see your screen while the meeting is progressing, tools that are free or relatively inexpensive, such as GotoMeeting, Join.Me, Skype, and Goggle Docs, may be more than adequate.
  • When you need more robust capabilities, such as the ability to divide into breakout groups or have participants simultaneously record on a whiteboard, more powerful tools, such as WebEx, Live Meeting, or Adobe Connect, may be more appropriate.

Whatever tool you select, consider the following to help ensure that you are fully prepared with the tool. (These suggestions are adapted with permission from Challenges of Virtual and Blended Meetings, by Rachel Smith, director of digital facilitation services at the Grove Consultants International.)

  • Spend time practicing with the technology before the meeting. Be sure to load any files you will be showing and to run through all the tools and options you think you might use. Consider practicing using two computers, one showing what you will see and one showing what participants will see, to ensure that you understand what you and the participants will experience.
  • Offer to give a brief orientation session to participants in advance of the meeting to increase the comfort of those who are unfamiliar with the technology. The orientation session can also serve to identify potential technology problems early.
  • If possible, arrange to have someone on hand during the session that can answer technical questions and help attendees who get stuck. Having a partner working with you to handle technical issues will allow you to keep the meeting running smoothly while your partner assists attendees in trouble.
  • Ask attendees who are calling in from their computers to use a headset or earphones. When people don’t use a headset or earphones, their computer microphone can sometimes pick up the output from the speakers and broadcast it back into the conference. Although the offender often can’t hear this, others on the call will likely hear feedback or echoes.
  • If some people simply can’t use a headset or earphones, ask them to keep their microphone muted unless they are speaking.

Preparing for a Virtual Meeting

 

Along with preparing the technology, there are several other preparation steps, starting with identifying your 5 Ps.

  • Define the 5 Ps for the session: the purpose, product, participants, probable issues, and process.
  • When defining the process, think carefully through O-P-Q-R-S-T for the virtual setting.
  • What is the most appropriate Order of the processes?
  • What Process technique (for example, listing, brainstorming, or grouping) will you use with each agenda item?
  • What will be your type B starting Question for each agenda item?
  • How will you Record the responses for the agenda topic? Will you be using a Word document, PowerPoint, or whiteboard?
  • What Supplies do you need for the session? Although the session is virtual, consider what other tools you might need, such as pen and paper to diagram who is on the call.
  • What’s your estimate of the Timing for each agenda item?
  • Distribute a meeting notice in advance of the session, stating the purpose, the product, the agenda, and proposed ground rules, and that include any relevant handouts. The meeting notice should indicate what documents participants need to have for the meeting and any advance preparation required. If participants from multiple time zones are attending the meeting, be sure to specify the time zone when informing participants of the start and end times.
  • As with face-to-face meetings, state a gathering time and a start time in the meeting notice. The gathering time should be ten to fifteen minutes before the start time to have everyone logged in and ready to go prior to the official start of the meeting.
  • In planning the meeting, limit agenda items so that the entire call can be completed in two hours or less to help participants maintain focus. If necessary, break the meeting into several calls.
  • Consider having participants do preliminary brainstorming and submit their ideas prior to the meeting. You can summarize these ideas into “brainstorm lists” and send them in advance to participants along with the agenda and other written materials. This advance preparation allows more time in the meeting to be spent grouping, prioritizing, or evaluating the brainstormed material.
  • If there are multiple people at the same location, consider having them assemble for the meeting in a conference room or some other suitable environment. Having as many as possible in the same room promotes teamwork and helps people avoid the temptation to multitask (for example, answer emails) during the meeting. With each “call-in” location, consider appointing a scribe to document key points on flip charts during the meeting.
  • Prior to the meeting, create a list that shows the name and location of each person expected in the meeting.

For the next virtual meeting you facilitate, try these techniques. Expect that the preparation will take you about twice as long the first time, as you will be establishing new tools and approaches.

Read more in “The Secrets of Facilitation 2nd Edition.”

—————————

For more resources, see the Library topic Facilitation.

__________________________

Michael Wilkinson is the CEO and Managing Director of Leadership Strategies, Inc., “The Facilitation Company” and author of the brand new “The Secrets of Facilitation 2nd Edition”, “The Secrets to Masterful Meetings”, and the brand new “The Executive Guide to Facilitating Strategy.” Leadership Strategies is a global leader in facilitation services, providing companies with dynamic professional facilitators who lead executive teams and task forces in areas like strategic planning, issue resolution, process improvement and others. They are also a leading provider of facilitation training in the United States.

Do You Know WHY You Need To Fund-Raise?

Why you need a fundraiser

To be a successful fundraiser, you must know not only how your organization raises money, but also how it is spent. You must know and understand your organization’s budget so that you can explain to others the costs of operation and how the money to cover those costs is to be generated.

Nearly all non-profits are, by their nature, limited in their capacity to increase earned income, and many are unable to produce any fees-for-service because they serve groups that cannot afford to pay. Those limitations are why non-profit organizations must be fundraisers.

Understanding your organization’s capacity to produce earned income, knowing where such income does or could come from, and maximizing it, are essential to developing a successful fundraising campaign. If your prospective donors believe you could be producing more earned income, they will be far less likely to give of their limited philanthropic resources.

No matter what your role in a fundraising campaign—be it organization director, development director, campaign chairperson, or volunteer solicitor—to operate at optimum effectiveness you need to be convinced your organization is maximizing its potential to produce earned income—within the confines of its mission. That last part is very important. There are things non-profit organizations simply cannot do which are second nature to businesses seeking to improve their bottom line.

At the Cleveland Orchestra, when we were subjected to questions regarding our profit-making capabilities, we responded half-jokingly that we could not increase our productivity even if we played a Beethoven symphony faster than it was played 200 years ago. We could not speed up our assembly line, nor could we reduce the number of violinists required through automation. If the “widget” we produced was symphonic music, we could not cut costs by turning ourselves into a chamber orchestra and still produce symphonic-music.

On the other hand, we did need to demonstrate constantly improving efficiency in other areas of our operations. For a non-profit, being perceived as a lean, mean fighting machine is critical to optimizing the results of a fund-raising campaign. But budget cuts must not come at the expense of maintaining and improving service to the community and program quality. A non-profit that cuts back on the quality of its services will diminish its fund-raising appeal.

Before You Ask For Money, Know Your Organization
To summarize: There is no faster way to lose prospective donors than by being unable to answer questions and, thereby, remove objections to giving. You need to know the organization’s reason for being, its goals and objectives, its beneficiaries, and its operational and financial efficiencies.

Know those things, and you know the organization. That knowledge will do more than prepare you to answer questions. It will give you the confidence and composure to pick up the telephone or knock on a door, and ultimately to sit in someone’s office or living room and ask for money.

Knowing the organization is crucial to fund-raising, but without commitment, knowledge is worthless. There is a terribly hollow ring to words spoken in support of a cause if belief and understanding do not accompany the words.

Knowledge and commitment are the two strongest tools a fund-raiser can have. Without knowledge, you cannot present your case to prospective donors. Without true commitment, you will not maximize the results of your efforts. If you are to raise money for an organization, know that organization, understand its needs, and be committed to its cause.
=-=-=-=-=-=-=-=-=-=-=-=-=-=
If you have a question or comment for Tony, he can be reached at Tony@raise-funds.com. There is also a lot of good fundraising information on his website: Raise-Funds.com
=-=-=-=-=-=-=-=-=-=-=-=-=-=
Have you seen The Fundraising Series of ebooks ??
=-=-=-=-=-=-=-=-=-=-=-=-=-=
If you’re reading this on-line and you would like to comment/expand on the above, or would just like to offer your thoughts on the subject of this posting, we encourage you to “Leave a Reply” at the bottom of this page, click on the feedback link at the top of the page, or send an email to the author of this posting. If you’ve received this posting as an email, click on the email link (above) to communicate with the author.