Coca-Cola Ignores Crisis Management 101 and Pays the Price

A hand holding a can drink

Always ask, “who could be offended by this?”

When launching a major promo for a product, it’s Crisis Management 101, it’s very important to do your homework to ensure that you won’t be creating an ugly situation in the process. After reading about Coca-Cola’s latest marketing #fail there should be no doubts as to why. Here’s what went down, as reported by PRDaily’s Kevin Allen:

Coca-Cola is apologizing profusely (and rightfully so) after a Canadian girl opened a bottle of Vitaminwater to find the words “You Retard” printed under the cap.

Blake Loates and her family were especially offended due to the fact that Loates’ younger sister, 11-year-old Fiona, has cerebral palsy and autism.

Her father, Doug, sent a strongly worded letter:

“What would you do if you opened up your bottle of Vitamin Water and on the bottom of the lid it read, “YOU RETARD”? Think about it. I bet you’d be pissed off if you had a Fiona in your life… Can you imagine if SHE had opened this bottle?”

In a public apology from the beverage distributor, Coca-Cola spokesperson Shannon Denny told ABC News:

“We have spoken to the family to offer our sincerest apologies and to explain the production process to them. This is certainly not an excuse in any way for what has occurred. We wanted them to know that this was in no way intentional and was a mistake on our part during the review process. We also wanted to share that the promotion has since been cancelled and we are no longer producing bottles with those caps.”

OK on the apology. Well done there, but Coca-Cola’s explanation for the mistake was simply ridiculous:

Representatives for Coca-Cola have since stated that the language inside of the cap was the product of a competition pairing one random English word with a second random French word. In French, “retard” means “late” or “delayed.”

To make matters worse, Coca-Cola already had warning that their marketing trick could have unintended consequences. According to GlobalPost.com, “Coca-Cola got a similar complaint from another consumer who had the word “douche” printed on a bottle cap. In French, that’s the word for shower.”

If you're not asking what could go wrong you're gonna have a bad time meme

We understand the enormous pressure that’s being exerted upon advertising departments to push out the next edgy, viral campaign, but slow your roll, people. Nobody enjoys having their “brilliant” ideas shot down, but you really do need that guy in the room who’s always asking who could be offended, how other cultures might interpret things, or, just to take a totally random idea, researching what might come up when you combine words from your English and French word lists for a bottle cap promo…

——————————-
For more resources, see the Free Management Library topic: Crisis Management
——————————-

[Jonathan Bernstein is president of Bernstein Crisis Management, Inc., an international crisis management consultancy, author of Manager’s Guide to Crisis Management and Keeping the Wolves at Bay – Media Training. Erik Bernstein is Social Media Manager for the firm, and also editor of its newsletter, Crisis Manager]

The Process Made Easy

Clear light bulb on a dark background

The Only Form of Problem-Solving

ck_man thinkWhat would you say if I were to say there are no secret processes to be had–just the basic process we can apply to every plan we have to make and every problem we have to solve? I hope you would be flabbergasted, but believe me when I say it is true.

I am talking about process improvement as a result, by not only simplifying the process, but by ensuring more correct answers.

Remember, how were we expected to approach the manager stereotypes of old? There were four character types, but these two are the ones that concern us the most. One expected you “to get the job done,” while the other expected you “to get the job done right.” The latter is our goal. I have always been in that court anyway.

Using our brains, by letting our personal biological computers help us problem-solve is one way, if not the best way “to get the job done right.”

To make effective use of The Process, we use the following 4 ways to solve a problem, form a clear idea, build a plan, etc.–

  1. We gather the information
  2. We organize the information
  3. We deep think, cogitate, meditate or pray about the information, and finally
  4. We regurgitate the information in an interesting, and hopefully, creative form, designed for success

Easy, right? I going to make it even easier.

Ever have an obsessive idea about something, one that won’t leave? It’s a little like your “physical” computer when it wants to finish the first action before performing the second action. The issue or ideas are still there in your mind. You may have put up a “wall,” but your mind via your brain is trying help you resolve the issues or complete the idea.

Now, comes the time to deep think, cogitate, meditate or pray. Any will do–whichever makes you most comfortable. Cogitate defines the act best for me, but each term performs a similar action–that of relaxing the brain. Our way of simplifying the process is to let is it rest and you might say, “sleep on it.” What we are doing is letting the facts and ideas come together with our desires, both conscious and un- to complete the Gestalt–the picture.

To cogitate means to think deeply, to contemplate, to meditate on a subject or an idea. In other words, keep the idea general. Don’t connect all the dots just yet. Keep the amounts of information you’ve researched moving via brain waves to various parts of the brain we know nothing about to stir things up until it yields value.

Beforehand, only jot down the basic notes you need to keep the assignment on course.

We all talk about organizing and learning as if there is a best way to gather, organize and regurgitate information. No matter what you’ve been taught about how to process, you still process inside in a way unique to your brain, even though you will perform outwardly what you’ve been taught. You hold onto your thoughts. And, if you can, allow some time for those thoughts to work on their own to help you do what you have to do.

Praying, meditation or just sleeping on a subject does the same thing as cogitating; it allows an idea to roll around in your mind without expectations, without manipulation until a subconscious answer comes to mind. Think about any problem-solving course of training that uses one of these methods. They all allow for a concentration on a verbal or nonverbal, auditory or inaudible statement of thoughts.

Not only that, but holding on to those thoughts instead of worrying about them is a good stress reliever, according to Dr Willis McCann, Professor Emeritus in Psychology at Missouri Western State University. He held a doctorate in psychology, a juris doctorate and a doctor of divinity degree. He taught Mental Health among other subjects while I was there.

Albert-Einstein-1921
Albert Einstein, 1921, Big Brain

We often organize by writing points down as we learn them, taking notes, or do we? But how do you put them in the right order? Note cards? I’ve heard some speakers do that. Cut and paste. Writers do that. I do that. The germ of the idea may come out first. Or, the strongest idea or the best phrase. Or, the solution to a business problem. All the while the brain is listening. Is the brain responsible for the order created out of chaos or are you going to take credit for that?

Ultimately, it will be the internal process that comes up with the answer you really need. After all, you only use 10 percent of your computer brain, but the rest of it is there and we don’t know of what it is capable, especially when you give it a chance to focus. Imagine if you could use all the memory and knowledge stored in your computer to solve just one problem.

So, keep an open mind about what you have formally written. You may want to change it later before someone else comes up with the better idea.

For me, it may be a new scene, a solution to problem in novel itself, or a new character that I hadn’t thought of but was there in my subconscious. See where that cogitating can be helpful. I included “thinking,” “meditating,” and “praying” because the result is the same: relaxing the mind so that it has time to help you put ideas together. Remember, your brain is a computer, too. Of course, like any computer, it’s only as good as the input you put in, but your biological computer can be affected by outside factors, including emotions and health, for example.

brainSleeping on ideas can help, but only if worry or agitation don’t get in the way.

Imagine the insight that can come to one man or woman working alone. Imagine you are that one man or woman who has thought this problem through consciously (and subconsciously) and come to the meeting ready to provide good creative feedback. You will be confident and prepared.

I am not advocating never taking notes or never putting anything in writing until that last minute; I am saying it’s better to get it “done right,” instead of “just get it done.” Leave the ending open and flexible so you can change the answer easily. Make your deadline, and if nothing changes, you will know you’ve done your best and stress free.

My approach is often looking at training and development from outside. By doing so I hope to shed light on areas that may not be noticeable to the players involved. In this case, even though my experiences are different, our minds work the the same way.

I write commentary. That is not to say, I am clueless about training. I have been a trainer, training developer and training manager at the corporate-level, and freelanced my training services as well as coached executives in speech for many years. However, my background is unusual. I hope that gives me unusual insight as well. I may go off on a tangent to keep us all on our toes, but I try to leave readers with something to think about.

Feel free to contact me with a comment, or with a request to be a guest writer. I welcome opposing views, and trainers who wish to speak on other topics. Be generic and talk about the industry you represent without selling your own services. We will, however, link to you and your company with the hope you will link back to us.

*Just a short note to let you know I have shut down my website and re-named my Acting Smarts blog to Shaw’s Reality, which reflects my more eclectic writing these days and I use instead of my website. Still doing some acting, directing and performance criticism; however, I am more involved in writing these days and want to focus there. I promise straight talk and to be cryptic about anything on my site, which is meant to enlighten those who read between the lines. Harry’s Reality is still on sale at Amazon will be available through all other ebook distributors and directly through Smashwords in all digital formats after September 30th.

Happy training.

For more resources about training, see the Training library.

Nonprofits: Businesslike, But Not Businesses

Charity written on a wooden piece

A Guest Post by Tony Poderis

In my opinion, there are limits (compared to the business sector) for nonprofit organizations regarding the building of their markets, the percent return on activities, investment for the future, general operational efficiencies, and some business practices and tools.

There are things nonprofit organizations simply cannot do, which are second nature to businesses seeking to improve their bottom line. To my way of thinking, nonprofits cannot operate like businesses, but they certainly can work in a businesslike manner.

There are indeed many similar and interchangeable tools and components comprising the marketing of a commercial product and the services provided by a nonprofit organization – and for fundraising. But at the beginning and the end of that marketing process the differences are as wide apart as they can be. And they are practical and understandable. That’s why we have the for-profit and nonprofit sectors in the first place.

— A for-profit (business) has a Mission to serve the market, which means its reason for being is to provide something of value and at the best price and quality in the marketplace.

A business is bottom-line-driven. The results are based on a goal to profit and a return on investment for its shareholders. (Easy to quantify and measure.)

— A nonprofit (charity) has a Mission for the public good, its reason for being is to provide something of value in life.

A nonprofit is not bottom-line-driven. The results are based on a goal to provide needed services and to increase and better the quality of life for the beneficiaries. (Highly subjective, next to impossible to measure.)

To operate at optimum effectiveness, a nonprofit needs to work to maximize its potential to produce income – within the confines of its Mission Statement. This is a very important distinction from a business free to retool and reposition and downsize in the market at any time.

Act more like a business, or be more businesslike?

At the Cleveland Orchestra, when we were asked about our limited profit-making capabilities, vis-à-vis those of local businesses/corporations, we responded (half-jokingly) that we could not increase our productivity or efficiency with an eye to greater product management, 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 what we produced was symphonic music, we could not cut costs by turning ourselves into a chamber orchestra and still produce our symphonic-music.

Unlike a business having a “loss leader,” we had nothing to “sell” below cost in the hope that “customers” who bought it would also buy other profit-making things.

Unlike for-profits, which usually thrive and aggressively pursue new and expanding markets, our Cleveland orchestra could not work to build market demand outside of our area of service. We would have been in competition with like organizations performing in their own communities. Those other communities’ civic pride would always win out. And, duplication of effort does not work well with the wishes and guidelines of donors and other granting entities.

We had no money, nor the need, for future “R & D,” when our hard and fixed costs were at home, year after year paying the salaries of 105 of the world’s best musicians.

Businesslike, yes. Like a business? Not a chance.

———————————————————–

Have a question or comment about the above posting? You can Ask Tony. There is also a lot of good fundraising information on his website: Raise-Funds.com .

————————————————————

Have you seen The Fundraising Series of ebooks? They’re easy to read, to the point, and cheap ($1.99 – $3.99)

————————————————————–

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.

Staying Centered through Stress at Work

Stressed and frustrated woman trying to work

Life keeps throwing us curve balls. Project Complications. Family Illness. Traffic Jams. Scheduling Conflicts.

It’s easy to get overwhelmed and stressed.

As you run from one commitment to another, trying not to let things fall through the cracks, worry and doubts creep in. The monkey mind chatter screams loudly in your head.

  • ‘Will I be able to cover my credit card bill this month?’
  • ‘What if our proposal isn’t accepted?’
  • ‘What if I don’t get enough clients this week?’
  • ‘How can I work with this guy, he’s such a jerk?’

Anxiety becomes the driver of your life. You let fear run the show.

If this describes your life and you don’t like the show……Change the channel.

Dial into another station.

In our hectic week we rarely take time to pause, breathe deeply, reflect on the bigger picture for our life.

My main message in the radio shows I’ve done this year is to wake up, pay attention to the thoughts and choices you make. Live Intentionally and Authentically.

Staying Grounded in Shifting Sand

You get the opportunity every day to choose other station, another way to live your life.

If you are looking for more balance, serenity, hope, and strength, then change the channel.

Get the support you need.

I’d like to invite you to join my course- Staying Grounded in Shifting Sand. You’ll get reminders, tips, and tools to use throughout your week to help you stay balanced, grounded, and energized.

Click HERE to learn more.

SGSS Course Pic- no weeks shown (2)

Deadline to Enroll is just around the corner – Tues. Oct. 1st.

Take action today to inspire and reclaim your life.

http://www.lindajferguson.com/staying-grounded-course/

Live your life by design, not by default.

************

Linda J. Ferguson, Ph.D. provides job coaching, workshops, and books to support people through their daily stress and worries.

Sign up to receive Linda’s series on Transformational Empowerment – right hand side bar of her website: www.lindajferguson.com

CFC Summer 2013 Action Planning – Part 4

CFC Special Events & Resources
In my July 11th post I talked about what a “culture of philanthropy” is, and the value of establishing one in your non-profit. The point is that CFC workplace giving campaigns provide many opportunities that smart non-profits can use as a “practice field” for many aspects of professional development, including planning, organizing, public speaking, and listening.

Team Work
Team work is an essential aspect of all organizational work, and yet we really don’t spend a lot of time practicing the skills that lead to better teamwork. In terms of generating awareness about the fact that your non-profit participates in the Combined Federal Campaign there are multiple opportunities for staff to make contacts and work on relaying what the mission of your non-profit is, and to share your story on how you accomplish this mission.

There are two big categories of outreach techniques: those that you control; and those that you don’t. You must use both, but don’t be lulled into believing “If only there was a feature article about us in the home town paper, all would be golden.” It might very well help (if it’s a positive article) but it does not have a lasting effect.

Outreach Techniques That You Don’t Control
Media coverage – you, a staff person or volunteer who wants to work on press relations can write the media releases. And, if you submit them to some of the free Internet press release sites, you’ll be amazed at how widely the releases may be picked up. I worked with one local non-profit that, because of such a release, got a call, which no one could have predicted, from the Voice of America.

Outreach Techniques That You Control

Website – your website should have the CFC logo and your CFC ID number on the homepage. This will answer 90% of the questions that a potential CFC donor may have.
The entire staff and especially the front-desk person should know the answer to the question: “Are you in the CFC, and what is your code number?”
Email signatures – especially during the solicitation period, include in all staff e-mails the fact that you participate in workplace giving campaigns, and your CFC number, and thank them in advance for considering your non-profit.
Signage – Depending upon your physical location, you may be able to put up signs in a storefront type window, if you have land with a fence, hang a sign on the fence.
Sandwich boards – CFC charities that don’t have visible office space often use sandwich board signs that have their name, their CFC code and are put up in road medians (where legal) during the fall solicitation periods.
Outside banners – the American Red Cross hangs a 5 x 15 foot banner from the roof of its headquarters in Washington, D.C. during the CFC solicitation period.
Relationship building – talk to your neighbors, others that you come in contact with, and if someone mentions that they’re a Federal employee, ask them, by the way, did you know that we’re now in the Combined Federal Campaign?
Social Media – if your non-profit is on Facebook, LinkedIn, etc. make appropriate remarks there and on blogs related to your mission about your non-profit, and include the fact that you’re now participating in the CFC.
Vehicles – If your non-profit has vehicles with your name on it, add magnetic signs with the CFC logo and your CFC ID during the campaign season and you get a rolling billboard that potentially thousands of potential CFC donors will see.

What’s next?
In my October post I will discuss how you might leverage Special Events to increase your visibility and “productivity” for the CFC.

=-=-=-=-=-=-=-=-=-=-=-=-=-=
During his 25-year career in the Federal sector, Bill Huddleston, The CFC Coach,
served in many CFC roles. If you want to participate in the Combined Federal
Campaign, maximize your nonprofit’s CFC revenues, or just ask a few questions,
contact Bill Huddleston
=-=-=-=-=-=-=-=-=-=-=-=-=-=
Have you seen
The Fundraising Series of ebooks.

They’re easy to read, to the point, and cheap ($1.99 – $3.99) ☺
=-=-=-=-=-=-=-=-=-=-=-=-=-=

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.

Social Media: Has Target Marketing Gone Awry?

Target marketing through social media
bullseye
With social media: has real target marketing gone away?

Instead all of us feel targeted. We have a bullseye on our backs. I thought the “do-not-call-list” was bad enough to put telemarketers on notice to leave us alone. We can mark unwanted emails as spam. We can ignore ads on Facebook, MySpace, Google Plus and many more personal social networks. We can still see solicitations on professional networks like LinkedIn or GovLoop that don’t concern us or ever will. Let’s not forget Twitter. Easy to forget, but an awesome powerhouse. Even the networks hound you to death. Buy the professional package so you don’t see the ads. It’s the same with the apps. Using social media effectively is using those ads in part.

My first experience with hiring someone to use the social media to help me market my novel was a disaster. Turned out, I actually have more contacts of my own and those are probably the ones she contacted. I know there are good people out there who specialize in this rather new marketing, and are willing to train others. I only wish there were others who would take your product and for a reasonable price and social market it for you. That, of course, is me being too stubborn to learn something new. It happens with “old dogs” like me.

I have an real “old dog,” but she never liked to be taught anything so she taught herself. For the most part, these are good things. Butterscotch, our Golden Retriever, (when she was young and spry) taught herself to climb up into the kids wooden playset and come down via the slide; also, she would leaped onto the trampoline. All this was in effort to escape being around dog number two, Ranger, an English/Canadian standard, Labrador Retriever, who was heavier than her and couldn’t follow. He was annoyingly different I suppose. Neither would harm each other or humans. Rodents, birds and other yard critters beware. With social media giants, I feel like a critter.

This happens with young dogs, too, in terms of social media; however, I must admit I use social media too even here but not nearly enough to make a nuisance of myself. Young dogs, businesses and services, are shotgunning their products to the general public without any sense or direction. Some are losing friends over it and some would lose relatives, but you can’t because they are family.

I remember in sales that you had to sell to your grandmother. Now, you are! Literally. It’s utterly ridiculous. Unbeschreiblich! (We’re taking a German exchange student in. Couldn’t resist.)

digital world
Some businesses & services are shotgunning their products to the general public w/o any sense or direction.

We need trainers to make the process easy (not just market it that way), with ongoing support, or provide less expensive services we can use to sell our wares via the social media. It seems everyone wants to be a trainer these days. Sell services and in your spare time sell training, too. Right? See my last two blogs. Businesses, small companies and nonprofits used to buy ads. Public relations and marketing were different, too.

I know I seem to be taking the non-trainer side, but, in part, here is the problem:

  • First, the training content doesn’t stay with you. It’s too fleeting and the information sites change all the time.
  • Secondly, it may already be dated. You won’t know until you try.
  • And thirdly, trainers have businesses organizations gasping for air, and that is a character issue with me and should be for everyone.

Put it in Biblical terms if you like: thou shalt not prey on businesses if you can’t truly help them or tell them someone who can. The businesses and other organizations are already gasping for air. Now, I’m not talking about the huge corporations who have social media geniuses on staff, but the smaller companies, nonprofits and government entities that might hire you as contractor.

Here’s what I’d like to see (and I can’t believe I’m saying this): we need more affordable direct services that work with training to keep up with trends. Not a one-time training shot that’s easily forgotten or absorbed and used by the time the general sites have changed or techniques have been disallowed. Hence, we need ongoing assistance. Smaller companies end up hiring someone to be in-house not nearly as qualified as they should be to do the job a trainer “trained” them to do.

Everyone wants to make money and I believe everyone should be paid fairly for their service or product. This economy isn’t terrific, especially for smaller businesses that can’t absorb the losses like the larger corporations. We need the smaller businesses, too. So, make friends, not enemies. So, you don’t get rich or make what you made when the economy was better. You will later, and save your self respect. I know I talk a lot about survival of the fittest, but even that comes with a moral code and strong character. Your friends will be there when you need them.

I welcome an opposing view. I gladly welcome a social media trainer or someone who sells services to be a guest writer; however, this is an opportunity to sell your products or services generically. You don’t sell your particular services or products, but everyone’s, to include yours. You don’t have to name names. It’s not a paid gig, but you will have a link to you and your company and we hope you link back to us. Interested readers are mostly to go to your website for more information.

*Just a short note to let you know I have shut down my website and re-named my Acting Smarts blog to Shaw’s Reality, which reflects my more eclectic writing these days and I use instead of my website. Still doing some acting, directing and performance criticism; however, I am more involved in writing these days and want to focus there. I promise straight talk and not to encrypt or decrypt, or be cryptic about anything on my site, which is meant to enlighten those who read between the lines. Harry’s Reality is still on sale at Amazon will be available through all other ebook distributors and directly through Smashwords in all digital formats after September 30th.

Happy training.

For more resources about training, see the Training library.

Five Ways to Become a Great Public Speaker

Public speaker talking while holding a mic

fiveMaybe you have always dreaded public speaking. Maybe you have convinced yourself you are no good at it, and never will be. Maybe you have resigned yourself to suffering through a series of painful speaking experiences.

Let’s stop right there. Because it doesn’t have to be that way. You can get better, maybe much better. And you can eliminate a lot of the pain. Stop feeling bad about it and start today to build skills and confidence for once and for all. How? Read on.

1. Stop the self-talk. Listen to that tiny (but oh-so-powerful) voice inside your head. It says things like “I am no good at public speaking. I know I am going to be nervous. I will probably blow it.” Refuse to listen. Talk back. Substitute thoughts like these: “This is going to be great. I have good information to share. I am well prepared and everything is going to be just fine.” It sounds too simple to be helpful, yet it is. The only way to know is to listen for that voice and then replace it with more powerful messages.

2. Learn from observation. Watch for mistakes others make, and resolve not to make the same ones. If you see a speaker turn away from the audience and talk to the slides, resolve not to do that yourself. Likewise, if you hear a speaker connect warmly with the audience, or use a good metaphor, or gesture effectively, see if you can incorporate those techniques in your own presentations. If you have never seen a TED talk, go to TED.com and watch a few presentations. I am sure you will come away inspired and armed with new ideas.

3. Be willing to try. If you do the same-old-same-old, you won’t grow. Nor will you stand out in a crowd. If all the slides in your organization are content-heavy and bullet-laden, dare to be the person who streamlines the visuals, cuts through the clutter, and speaks more compellingly as a result. If your voice has always been soft, be brave and speak up. If you learn a new skill, use it. Try it. Otherwise you’ll never know how good you could be.

4. Get with a group. You might take a class with others who want to build their skills. Or join Toastmasters for skills and support. You might find 2-3 individuals who are interested in building the same skills. If you can learn with a group, you will have an automatic audience, a cheering section, and a wealth of good ideas you can all share. Maybe each time you meet you share articles, blogs or books you have read, and teach them to each other. There truly is strength in numbers.

5. Hire a coach. If you have tried repeatedly to improve your skills and confidence but don’t feel you are making much progress, a coach may help you jump to the next level. A professional coach has a wealth of ideas and experience, and should help you select exactly which skills, tools and techniques will make the most difference for you. An experienced coach will help you continue to move forward, through and past the discomfort of learning. A good coach will push you gently, encourage you, and celebrate with you.

Remember the old adage, insanity is doing the same thing and expecting a different result. All that gets you is a self-defeating downward spiral. Don’t go there. Do better. I know you can. And please, let me know what works for you along the way to great public speaking.

Author Gail Zack Anderson, founder of Applause, Inc. is a Twin Cities-based consultant who provides coaching and workshops for effective presentations, facilitation skills for trainers and subject matter experts, and positive communication skills for everyone. She can be reached at gza@applauseinc.net.

Web site: www.applauseinc.net

Blog: www.managementhelp.org/blogs

twitter: @ApplauseInc

Another Approach to Getting Bequests

Man in suit raising his index finger

Unlike all of the other planned giving mechanisms, a bequest program doesn’t require major technical expertise and specific financial instruments. It’s easy, it’s fast, it can pay off substantially, and the dollars from bequests comprise close to 90% of all planned gifts.

Many non-profit organizations refuse to get into planned giving because of the perception that it’s all about technical wording and/or complicated financial instruments. That’s a misperception.

Most planned gifts mechanisms do require some degree of technical expertise, possible registration/approval by States, and a legal contract between the donor and the non-profit organization, BUT NOT BEQUESTS!!

Bequests are simple, and should be a standard item in every organization’s development tool box. Simply worded, a bequest is a gift left to you in someone’s will.

Your job is to get those who might namAnother Approach to Getting Bequestse you in their wills to want to do that.

What do you have to do?

  1. Reach out to folks and get them involved with you and what you do.
  2. Involvement means working on committees, being asked for advice, helping to provide service
  3. Be creative, think of how to get people so excited about being part of who you are and what you do that they’d want to help continue that work, even after they’re gone.
  4. Let them know how easy it is to leave you a bequest.
  5. Let them know of the recognition they’ll get — the appreciation they’ll be shown — while they’re still here.
  6. Create a named “society” just to honor those who name you in their wills.

Recent figures show over $16 billion in bequests given to non-profit organizations in just one year. Do you want some of that !?

The most effective way of launching/expanding a bequest program is to have a number of trained volunteers cultivating and educating your potential legators. And, the most effective program for involving volunteers with those potential donors doesn’t even involve an Ask. That’s right, no one will have to ask the prospect to make a bequest.

I’d be happy to send to you a description of a program to involve volunteers in the bequest generation process – just write to me at AskHank@Major-Capital-Giving.com.

Consider, those who (first) name you in their wills are more likely to make major and planned gifts to you while they’re still with us. And, many Board Members find it easier to ask someone to name an organization in their will than they do to ask someone to write a check.

=-=-=-=-=-=-=-=-=-=-=-=-=-=
Have a comment or a question about starting, evaluating
or expanding your fundraising program?

AskHank
=-=-=-=-=-=-=-=-=-=-=-=-=-=
Have you heard about
The Fundraising Series of ebooks.

They’re easy to read, to the point, and cheap ($1.99-$3.99) 🙂
=-=-=-=-=-=-=-=-=-=-=-=-=-=

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.

What is a viable social enterprise?

Group of people having a business meeting

Here’s a suggested framework from my colleague Jim Kucher (founder/managing director, Income for Outcomes).

This reminds me of our earlier blog about social enterprise sound bites. That blog can be seen at:
https://staging.management.org/blogs/social-enterprise/2013/04/18/top-10-social-enterprise-sound-bites/
Here’s what Jim wrote:

A viable social enterprise must have:

• A viable social change theory (what makes you think you can actually effect the change you seek)
• Market opportunity analysis (both social and commercial – who is in this space, what are they doing, why is that not working)
• Venture feasibility study (again, social and commercial – are there enough customers, can you price competitively, etc.)
• Match to mission (sadly, not focused on nearly enough IMHO)
• Capital access plan (ok,so who’s gonna pay for this, and what is the plan for return on investment)
• Exit strategy (not just financial but social- how will you know when you have effected the change you seek)

Therefore, assisting in developing each of these becomes our work, and the way we go about that work becomes the “code”.

What do you think?
Hope this is helpful in your work.

Good luck!

Would You Like Feces with Your Meal?

Man checking industrial food production plant

USDA and meat industry ignoring massive warning signs

A pilot program meant to more rapidly identify contamination in the plants which process the meat we eat on a daily basis has been an utter failure, yet still may be implemented as the USDA standard. The Washington Post’s Kimberly Kindy explains:

The program allows meat producers to increase the speed of processing lines by as much as 20 percent and cuts the number of USDA safety inspectors at each plant in half, replacing them with private inspectors employed by meat companies. The approach has been used for more than a decade by five American hog plants under a pilot program.

But three of these plants were among the 10 worst offenders in the country for health and safety violations, with serious lapses that included failing to remove fecal matter from meat, according to a report this spring by the USDA inspector general. The plant with the worst record by far was one of the five in the pilot program.

Worried yet? How about this fact – the USDA has allowed other countries to use a similar process in plants exporting red meat to the U.S. for at least the past two years, if not more.

Now, part of the reason pilot programs are run is to test, and that means it’s not uncommon for there to be failures. What’s really frightening about this case from a crisis management standpoint is that, despite the negative findings from the pilot program, the USDA seems determined to move forward without stopping up the holes in the process.

Of course, all it takes is one read through this quote, from the same Washington Post article, to see how the USDA feels about crisis prevention:

In interviews, six USDA inspectors working in the pilot plants raised health concerns. They spoke on the condition of anonymity because they believed their jobs would be in jeopardy otherwise.

Several said company and government workers are yelled at, threatened and shunned if they try to slow down or stop the accelerated processing lines or complain too aggressively about inadequate safety checks. They also warned that the reduction in the ranks of government inspectors in the plants has compromised the safety of the meat.

“We are no longer in charge of safety,” said an inspector with more than 15 years of experience. “That’s what the public needs to know.”

Mindless backing of a failed policy, greed pushing operations to unsafe speeds, and a culture that punishes those who dare to speak out about the dangers involved…sounds like a recipe for disaster.

——————————-
For more resources, see the Free Management Library topic: Crisis Management
——————————-

[Jonathan Bernstein is president of Bernstein Crisis Management, Inc., an international crisis management consultancy, author of Manager’s Guide to Crisis Management and Keeping the Wolves at Bay – Media Training. Erik Bernstein is Social Media Manager for the firm, and also editor of its newsletter, Crisis Manager]