Tips On Finding SME’s

Businesspeople brainstorming on SME

Your knowledge stars or SMEs (Subject Matter Experts) are your most important assets when it comes to getting the information you need to fulfill your requirements documents or any other documents that are being written. They will supply you with all the information needed to understand the product or processes, and teach you to be knowledgeable about everything from its functions to its drawbacks so that you may be able to write and convey its benefits, values, requirements, constraints, limitations, etc.

A good Technical Communicator /Writer is able to interact with and question the SME’s involved and will always take the initiative to perform some research as well to seek out more knowledge about the items that were discussed at meetings and to ensure validity and execution.

But where do you find your SMEs?

  • For resources – ask at the meetings. Ask specifically who will be the Developers, DBAs, Testers, Lead Project Manager, Sub-Contractors, etc. Also double check the requirements. If incorrect requirements exist, then the wrong resources may be selected
  • For product information – you can begin to investigate on your own about the product and when asking questions, you will find more knowledge stars to assist you.
  • For timelines – seek out all stakeholders to find out specific dates and confirm that each stakeholder is aware of what the dates are; coordinate with them to ensure accuracy of timelines.
  • For the scope of the project and the path that it will take to be completed; ask and confirm this in writing to all stakeholders; specifically managers, and clients. They will notify you with any inaccuracies.
  • For maintaining accuracy – the Technical Communicator has to be flexible enough to stay on top of all changes. Set up a system to track changes. Changes include and are not limited to updates to the application/product, The Technical Communicator also has to stay close to and be aware of changes regarding SMEs, management, resources, timelines, etc.
  • For security issues – check with your managers and IT personnel and question them about confidentiality, maintenance, issues, protocols, archives, contingency plans, etc.
  • For marketing – seek out all marketing stakeholders and ask about any training or documentation (user’s guide, training manuals, advertising material) needed or previously used.
  • For Policies and Procedures – seek out your HR personnel and also include these as questions when gathering your information from other employees involved in ensuring control over processes, giving directions, setting standards and following them. In other words, maintaining compliance or preserving requirements. Make sure all the rules or guidelines are uniform and consistent. Also check the SOP (Standard Operating Procedure) guide. It’s possible that what you seek has already been written in an existing document.
  • For day-to-day information – a really good resource is your Customer service personnel. They are directly involved with the customer and have dealt with problems and resolutions. A lot can be learned from them.

The approach I like best is to create your own brain-storming sessions. How have you been able to seek out your knowledge holders? Please leave a comment.

IRA Gifts For Your 4th Quarter

I’m taking a hiatus from bequests to help you get IRA gifts for your year-end appeal.

Passed on January 1, 2013, the American Taxpayer Relief Act of 2012 renewed charitable giving from individual retirement accounts (IRAs) for those 70-and-a-half or older.

This gift opportunity ends on December 31 so the remaining months of the year are your last chance to promote it. Use the December deadline to create a sense of urgency among prospects and donors.

Here are the requirements for a qualified charitable distribution:*

  1. Your donor is at least 70 1/2 years old on the date of gift and yours is a 501(c)(3) charity (supporting organizations are not included; nor are donor advised funds)
  2. The IRA is a traditional or Roth
  3. Maximum $100,000 per donor per year
  4. The distribution is direct from IRA to charity
  5. The full value of the gift would be eligible for an income tax charitable deduction if it were not a qualified charitable distribution
  6. The amount distributed would be included in gross income if it were not a qualified charitable distribution

Promotion
Numbers 1-4 are straightforward and what I recommend using in promotional materials. Also drop in these two points if you have space:

First, the amount of the gift counts toward an IRA required minimum distribution, or RMD. Lots of people (though not as many as in 2007 and years before) are required to take more from IRAs than they need. This provision helps them reduce that dilemma.

Second, the amount of the distribution to charity is not included in federal gross income, so it’s exempt from federal income tax.

Important Fine Print
Numbers 5 and 6 have nuances that are more appropriate to an article than a blog. They are the primary reasons your materials include a disclaimer that you’re not providing tax or legal advice and donors must consult their own advisors. The first four are secondary reasons for your disclaimer, because there are ins-and-outs in those, too.

Here’s an important point on #5. It precludes using this to buy a ticket to your dinner or an auction item; buy anything from your charity; or fund a charitable gift annuity or charitable trust. None of these are 100% deductible for federal income tax purposes. Raffle tickets are precluded because no part of the amount paid is a charitable contribution for federal income tax purposes. (They may be deductible losses if the person has gambling winnings, but we’re not going there.)

Get The Word Out
You can promote qualified charitable distributions through your newsletter, direct mail or email. Talk to your board, too. These are an ideal way for donors of the right age to make their year-end gift.

Next month I return to bequests with promotion channels beyond direct mail.

* This is an IRA distribution, not a rollover. A rollover is a transfer from one retirement account to another retirement account.

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Tony Martignetti, Esq. is the host of Tony Martignetti Nonprofit Radio.
He’s a Planned Giving consultant, speaker, author, blogger and stand-up comic.
You’ll find him at TonyMartignetti.com.
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Have you seen
The Fundraising Series of ebooks ??

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

Boy Scouts Need Crisis Management Again as Sex Abuse Records Ordered Released

Focused group of boys using a tablet

How will the organization handle the revelation of Scout-on-Scout abuse records?

The Boy Scouts of America is surely ramping up crisis management efforts as it faces what could be another major blow to its reputation, with a Florida judge ordering the first known release of documentation regarding Scout-on-Scout abuse. The Sarasota Herald Tribune’s Elizabeth Johnson reports:

A local judge has ordered Boy Scouts of America to produce records documenting Scout-on-Scout sexual abuse from the last decade.

Twelfth Judicial Circuit Judge Peter Dubensky’s order, filed in June, is the first known of its kind requiring release of Scout-on-Scout abuse documents, says Sarasota attorney Damian Mallard.

The decision came as part of three ongoing lawsuits filed in Sarasota County on behalf of three separate victims who claim they were sexually abused by fellow Scouts on overnight camping trips.

The suits allege the organization was negligent in not sharing information regarding Scout-on-Scout abuse prevention, reporting, or really, from how it reads, any policy on the subject at all, despite being aware enough to keep records of incidents.

At this point the Boy Scouts have already been in all kinds of hot water related to discrimination and past sex abuse coverups, so it’s a bit late for them to “do it right,” per se. Their only choice here is really to minimize damage, and it shows in the statement issued by the organization’s director of PR:

“The abuse of anyone, especially a child, is intolerable and our thoughts and prayers go out to those who may be a victim of this type of reprehensible behavior. While we can’t comment on the lawsuit, we extend our deepest sympathies to those involved. The safety of our youth members is of paramount importance. Recognizing that youth protection requires sustained vigilance, the BSA was on the forefront of developing youth protection policies and continues to develop and enhance efforts to protect youth through clear policies, as well as training and education programs for scouts, parents, and adult volunteers. The BSA has continuously enhanced its multi-tiered policies and procedures, which include background checks, comprehensive training programs, and safety policies, like requiring all members to report even suspicions of abuse directly to local law enforcement.”

As the Boy Scouts have discovered, it’s tough to get out from under years of bad behavior. In fact, we can tell you from experience that, without fail, it costs far more in both time and money to recover from crises than it ever would have to prevent them in the first place. Of course, you can keep fooling yourself with that, “it can’t happen to us” attitude…until it does.

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For more resources, see the Free Management Library topic: Crisis Management
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[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]

Unleashing the Power of your Story: Leadership and the Hero’s Journey

Male business leader giving a speech

The World of Stories

Human history and literature are replete with myths and stories—about the heavens, the earth, planting, the harvest, winter, summer, light, darkness, nations, war, peace, families, and individuals.

All of these stories, our personal ones and our larger myths, are interconnected. Our individual stories are narratives we have told ourselves about our personal experiences. Our cultural myths are narratives we have created about our collective experience. And, in a very real sense, myths are more universal versions of our own stories, and our own stories are personal versions of age-old myths. Coming to know your own story is high leverage for your growth as a leader

Joseph Campbell and the Hero’s Journey

There are remarkable parallels between stories from different cultures and with very different content. These parallels reflect commonalities in the human condition. Joseph Campbell identified a story-type that is particularly applicable to leadership—The Hero’s Journey.Hero’s Journey stories appear in all cultures, but their underlying character, plot, and thematic structure are much the same.

  1. The hero begins in a stable place.
  2. Something breaks her loose.
  3. He goes into a difficult period, the pit, a trauma. He faces the abyss.
  4. She emerges from that dark night of the soul and goes on a journey, a quest to accomplish some great thing, meet some great challenge, and/or get to a particular place.
  5. The hero experiences several tests along the way
  6. If the hero passes his tests and is successful in his journey, he achieves his goal, meets his great challenge, and reaches his desired destination.

Our life story can be seen as a Hero’s journey, and for leaders, your leadership story is your own hero’s journey.

For example, Dave is a highly successful mid level leader in a major corporation (stable place). He is promoted to senior management (promotion breaks him loose). Faced with difficult new challenges, he knows deeply that what got him to this point won’t make him successful there (a trauma) and realizes that his has to change his behavior and thinking as a leader (his journey). He experiences specific leadership challenges that he must overcome (tests) in order to be successful in this new world (his desired destination).

Seeing the story you are experiencing as a leader helps you rise above and master it, rather than letting the story master you.

The Tapestry of Life

Myths and personal stories are the symbolic, liturgical retelling of our core life experiences; of our quests for love, power and meaning; of the deeply experienced themes of our existence as human beings on this planet. Your leadership journey, your overall life journey, and your journey in your current phase of life are intimately intertwined. They are all variations of your own hero’s journey. Such is your life story; such is your hero’s journey; such is your leadership story; and such is the human condition. They are all part of one whole cloth.

Reflection

To see your own present and desired leadership story, ask yourself,

  • “Where am I in my leadership journey, right now?
  • What was my last plateau? What shook me loose?
  • What is my destination, my goal? What are the major challenges I will face in reaching that goal?
  • How do I proceed effectively and humanely to achieve my goal?”

Your answers to these questions will begin to paint the picture of your own hero’s journey and help you navigate it more effectively.

This post as a distillation from Chapter III of my upcoming book: Unleashing the Power of Your Story

Smashwords, Fall/Winter, 2013.

 

Steve is a senior executive coach and consultant. He has developed and successfully uses a powerful approach to leadership coaching, Creating your Leadership Story, which enables leaders to make deep, lasting improvements in their leadership effectiveness in short periods of time. He and a group of partners created a breakthrough educational program, Coaching from a Systems Perspective, in which you can significantly enhance your abilities as a systemic leadership coach. See http://SystemsPerspectivesLLC.com

If you would like to learn more about systemic approaches to leadership or story work, feel free to call or email Steve:

Steven P. Ober EdD

President: Chrysalis Executive Coaching & Consulting
Affiliate: Systems Perspectives, LLC
Office: PO Box 278, Oakham, MA 01068
Home: 278 Crocker Nye Rd., Oakham, MA 01068
O: 508.882.1025 M: 978.590.4219
Email: Steve@ChhrysalisCoaching.org
www.ChrysalisCoaching.org

 

 

 

 

3 Keys to Organizational Development Training Strategies

Young man presenting during a training

bill murray2 “Where the hell have you men been,” asks the colonel in a 1981 Bill Murray comedy film, Stripes. (video)

“Training, Sir,” he answers, drawing out the word “training” until it sounds ridiculous. And funny, of course. The troops, feeling responsible for their sergeant’s hospitalization and under the “emergent” leadership of Murray, had worked all night preparing for the training competition. The Colonel allows a demonstration of this undisciplined training. The comic result is that it “ain’t half bad.” In fact, the Colonel wants these men on a special mission because they have shown such initiative in training themselves.

All that was needed were the three keys steps of organizational development training strategies to move them along and, of course, leadership, attitude, and desire.

It’s easier than you think. Most employers and employees consider training itself bothersome, even unnecessary, while the opposite is true. Yes, it seems the awesome, yet tedious task to planning out organizational development training strategies, while there is real work to be done. This returns to a necessary foundation–a re-start–a re-group–a rethink of how an organization reaches its goals and achieves its mission, often a long time after it was conceived.

That being said, since planning organizational development strategies consist of only three simple things, let’s get started. Knowing that it has to be done, leaders have to use all the charisma with which they are endowed to ease pain.

We all know how important learning and training is for the organization, and if that organization is growing and evolving, even more so. So, how do you deal with organizational growing pains? Expansion isn’t always the answer in order to keep the company functioning at optimum level; in fact, there is a point where the company gets too big. We talk about “red-tape” in government. Same here.

We go back to the company vision and goals to kick-start organizational development strategies. Our simple keys are tactical in nature. Smaller bites to create the Strategic system.

  1. Remember that company vision and those goals to make it a reality? What are the company goals? Now that there are more people involved, what steps must be taken to optimize learning, the current amount of knowledge held now and the rate of usage? How much time will you have to accomplish what has to be done and how many people are needed per unit to accomplish a single goal.
  2. What is the company division of labor or how does it divide the work? You aren’t really starting over–although sometimes it might be easier. I suggest have someone do just that. Working alone or with a partner, draw up an organizational plan based on what they know so far. Everyone else work with the current division of labor, departments and divisions achieving the goals now. Naturally, you have to look at relevancy and experience to the work being done, but also at rates of success. Ask questions like would training help or is a re-organization needed. Which would be best over time. Finally, remember the two-person team working on organizational plan on their own? Compare the two plans. Any insight? With key staff members looking at protecting turf sometimes the information is skewed and a fresh look brings a reality into play. Now, the units should be assigned the work that is most relevant, making the total operation more efficient. Over time backups and redundancies will happen as people are transferred and promoted.
  3. What is the company flexibility factor? Can you tell the difference between someone who is having trouble learning or is learning at a different rate with someone who needs an attitude adjustment? That’s a tough call if it gets that bad, but with the degree of flexibility allowed in a large company, bad attitudes should not be a problem if they weren’t already. A certain amount of flexibility by management over this period and stated as such will show the employees that management cares about them, and that is always a plus. Convinced it will be good for the company overall and good for them because they will be doing work that is best suited to the job they do, you can’t go wrong.

Whenever people are involved, it’s always best to involve them in the decision-making process, or at least gain buy-in. The employees will be forced to take time out of their work schedule and managers who write their evaluations will have to let them, hopefully, with positive reflection. And, everyone is closer to success. The next steps of implementing the training should come easier.

*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 in place 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 after September 30th.

Happy training.

For more resources about training, see the Training library.

Your Authentic Self- Inner and Outer

Woman wearing earphones and smiling happily

To Thy Own Self Be True

While this phrase may be well know, living authentically- knowing and connecting your Inner and Outer Self- seems less common. I’ve had two job coaching clients in the last week talk about their struggle with their company norm to “Fake it ‘Til you Make It”. We talked through ways to stay connected to their strengths so they didn’t feel so disconnected from who they really were. Of course what they were saying was that they wanted their Inner Self and Outer Self to be in alignment.

Your Outer Self vs. Outer Self

Your Outer Self- your hair, clothes, car, house, toys – is only one dimension of who you are. It isn’t the entire package. Your Outer Self represents the personas or masks you display.

Your Inner Self contains your values, beliefs, personality. Many people feel they have to stuff down or hold back those aspects for fear of offending someone at work. Yet it takes a tremendous amount of energy wearing the mask each day to work.

Knowing Your Inner Self

You know your true nature during great trials or spiritual tests. When your back is against the wall your true nature comes forward. When you have to make the tough decisions your soul speaks. In these times you make the self-defining choices: courage vs. fear, personal convictions vs. compliance, persistence vs. giving up, admitting a mistake vs. covering it up.

Integrity, courage, and persistence are all traits we aspire to have. The question is whether those traits get expressed or lie dormant, waiting for another time.

Rick's Mockup 3

As we end summer, move past the New Year (Rosh Hashanah) and into another cycle of the sun, the Fall Equinox, it’s a good time to look beneath the surface. It’s worth slowing down, reflecting on how your Inner Self is (or is not) being demonstrated by your Outer Self.

I like the Jewish holiday of Yom Kippur as it requires a reckoning with your soul, your deeper self, your Higher Self. Once a year, at least, you have the reminder to take stock of your life and change directions if you don’t like the path you are taking.

May your Inner Self and Outer Self extend as one consistent flow. One that’s strongly connected to a spiritual Center that provides guidance, comfort and wisdom as you meet the trials and challenges of your life.

Share in the comment section below what helps you bring your whole self, your authentic self, to work.

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Linda J. Ferguson, Ph.D. guides people through their stress and challenges to live more joyfully and spiritually grounded.

Sign-up to receive Linda’s FREE series on Transformational Empowerment, a framework for making positive changes in your life. Enter your name in the right hand side bar – www.lindajferguson.com

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Click HERE to order Linda’s latest Guided Meditation CD – Circling Home

So, You Want To Be A Non-Profit Fundraising Consultant?

A non-profit fundraising consultant

There comes a time when some non-profit development professionals begin thinking about saying goodbye to their organizations and hello to the world of fundraising consulting. They want to know what it takes to be a consultant, and how to find clients.

Although the consulting profession may seem attractive, the leap into this hazardous arena requires serious thought and honest assessment of your knowledge, temperament and motivation.

Consultants must respond to a wide range of challenges, so they need to have a wide range of experience.

I know from hard-earned experience what it takes to provide sound, reliable counsel to non-profits facing the challenges of recruiting volunteers, identifying prospects, managing campaigns, and asking for money. No one should expect to be hired as a fundraising consultant without having behind them a broad base of experience in meeting and overcoming these challenges. Reading books and attending seminars are valuable learning experiences, but nothing trumps real-life experience.

Large or small, young or seasoned, experienced or novice, clients expect consultants to deliver the detailed plans and proven tools the organization needs to attract the funds it seeks. This is a demanding profession where the consultant cannot say to a client, “I don’t know,” or “I’m not sure,” or “What do you want to do next?”

It can be intimidating when all heads turn and all eyes focus on the professional consultant seated alone at the end of the meeting table, the one charged with answering any and all questions, and the one on the receiving end of sometimes harsh criticism.

You Definitely Are On Your Own
As a fundraising consultant, you must stand ready to answer the inevitable questions:

  • Why isn’t the money coming in?
  • Why isn’t the money coming in faster?
  • What do we do now that the Campaign Chairperson is no longer available?
  • Why isn’t the solicitation committee doing its job?
  • What do we do now that our biggest and most promising prospect has said, “No”?
  • Should we put the campaign on hold until the economy gets better?
  • Should we lower the goal since it seems we can’t reach it?
  • I know we still need a million dollars to reach our goal, but shouldn’t we start going to the general community for $50 and $100 gifts?
  • What do we do since our own Trustees are not giving at levels we counted on?
  • You’re a consultant, supposed to be experienced in fundraising. Since we’re not as experienced in soliciting as you are, and with our campaign lagging behind, why can’t you make some solicitation calls for us?
  • What are we paying you for, anyway?

And so they go. Would you be able to answer these questions? Equally significant, would you be able to act on them?

Make sure you can, and do. Your next contract depends on it.

Fundraising consulting is deeply rewarding and fulfilling. It’s also a highly precarious profession, definitely not for everyone. Before you take the plunge, make certain you have more than adequate experience, that you possess superior judgment, that you have very thick skin—and more often than not, that “luck” seems to favor you.

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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
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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.

Good to Great: 5 Cardinal Rules of Leadership

A Team lead smiling happily

All managers aspire to be better leaders — but what is it that makes a leader effective?

The Leadership Code offers five pivotal rules that lay out how the leadership game is played. How well do you apply them to your day–to–day actions?

1. Strategist–Leaders shape the future
As a strategist, you must answer the question “Where are we going?” for the people you lead. You not only envision the future, but help create it. You also must work with others -your executive team and also your people – to figure out how to effectively move from the present (where we are today) to the desired future (where we want to be).

How much time and attention do you allocate to future planning? How will you inspire your people with vision, purpose, mission and strategies?

2. Executor–Leaders make things happen with others.
As executors, leaders focus on the question, “How can we ensure we’ll reach our goals?” You’ll need to transform plans for change into measurable results by assigning accountability, knowing which decisions to manage and which to delegate, and ensuring that teams work together effectively.

How well do you translate strategy into high-performance results? Do you know when as a leader to step in or, conversely, step back?

3. Talent manager–Leaders engage today’s talent.
As a talent manager, you’re in charge of optimizing team’ performance. You must answer the question, “Who goes with us on our business journey?” You need to know how to identify, build and engage talent for immediate results. See Engaged and Energized Employees.

Do you know which skills you have and where to find talent in your organization? How do you ensure that your top talent turn in their best efforts?

4. Human-capital developer–Leaders build the next generation.
As a human-capital developer, you must answer the question, “Who stays and sustains the organization for the next generation?” Just as talent managers ensure shorter-term results through people, human-capital developers make sure the organization has the longer-term competencies required for future strategic success. See Leverage Your Top Talent.

Do you have a workforce strategy for present positions but also for future needs? Do you have a succession plan for your highly valued leaders and professionals?

5. Learner: Invest in yourself.
Leading others ultimately begins with us. You need to ask the question, “What don’t I know about myself and my behavior that gets in the way of me being a powerful, effective leader? You can’t expect to influence followers unless you invest time and energy on your personal proficiency, individual strengths and emotional and social intelligence.

How do you come across to others? When was the last time you did a SWOT (strengths, weaknesses, opportunities and treats) on yourself? Are you working with a mentor or coach to provide insights into your blind spots as well as build on your strengths?

Management Success Tip:

All leaders must excel at personal proficiency. That’s a given. Without a foundation of competency, credibility and confidence, you cannot ask others to follow you. Most successful leaders excel in at least one of the four core roles: strategist, executor, talent manager, or human capital developer. The higher you rise in an organization, the more you need to develop excellence in the remaining domains.

Do you want to develop your Management Smarts?

The 2013 Millennial Impact Research Report – Focus on Benchmarks

Black Twist Pen on Notebook

The fourth annual Millennial Impact Research report was published in July and it inspired a flurry of articles about this important topic for nonprofits. This report deals exclusively with the relationship of Millennials with nonprofits and how to engage them and increase their engagement level with you. At my blog, Marion Conway – Consultant to Nonprofits I wrote an overview of the report covering the highlights and takeaways for the three main categories of the report: connect, involve and give. Here’s the link:

Millennial Impact Research Report – Highlights and Takeaways

The Millennial Research Report has many in-depth features including brief videos of respondents. It is very accessible and well organized and I encourage you to see the whole report if you are interested in engaging this demographic – 18 – 34 year olds with your nonprofit.

One of the best features of this report is its recommendation section – called Millennial Impact Benchmarks. The Millennial Impact Benchmarks provide a path that any organization can follow to develop its culture toward Millennial engagement. The system is three phases levels—Millennial Inviting, Millennial Immersion, and Millennial Impact each describing how you can work with Millennials to connect, involve, and give at each level.

Here is a description of each level:

01-Inviting

Inviting – Millennial Inviting is the first level of Millennial engagement. No matter its size or the resources of your nonprofit, every organization can adopt the strategies and cultural changes to take the first step and involve Millennials

02-ImmersionImmersion – Millennial Immersion is the second level of Millennial engagement. Organizations that reach the benchmarks of this level have designed programs with Millennials, not just for them. At this stage, Millennials are actively participating in unique ways to help the cause enhance awareness and outreach efforts of the community.

03-ImpactImpact – Millennial Imoact is the third level of Millennial engagement. The ultimate goal – the pinnacle of a Millennial engagement strategy – is to provide leadership, service and truly transformational opportunities for Millennials to affect the direction of the community.

http://www.themillennialimpact.com/benchmarks

Benchmarks-Overview

The full Benchmarks section with four detailed grids can be found here.

An important way we make progress on any front is to assess where we are, set benchmark goals to attain and develop and follow an action plan. This reportk provides a roadmap for doing just that in engaging with Millennials. There’s no time like now to begin.

Marion Conway

Pearl Izumi’s Thoughtless Advertising – a Crisis Management Mistake

Woman looks speechless

THINK before you communicate!

[Editor’s note: Thank you to reader Kim May for bringing this case to our attention! If you see a topic you think would make for a good blog post, send it on over to erik@bernsteincrisismanagement.com]

Would a picture of a dead dog with a concerned-looking man performing CPR make you want to buy a running shoe? Seems like a pretty obvious no, yet somehow Pearl Izumi execs gave the go-ahead to run an ad depicting just that in Canadian Running magazine. Have a look at this ad:

Pearl Izumi dead dog

Crisis Management 101 dictates that an organization, before doing any type of communication, considers how it may be received by stakeholders. It’s no secret that animal lovers can be fiercely protective, many people still carry wounds from lost pets, and animal rights groups do not hesitate to make a scene over even perceived cruelty to our furry friends, meaning this was one VERY predictable crisis.

While publishing the initial ad was an undeniably foolish move, Pearl Izumi went all in once it recognized the need for crisis management. An sincere apology was posted to its Facebook wall, and the company shared a couple videos from, and donated a cool $10,000 to, the Humane Society.

The steps Pearl Izumi has taken should help neutralize the reputation damage it was taking, and it’s certainly nice for the Humane Society to get a hefty donation, but it has to hurt a bit to think that, if their advertising folks had spoken with their PR people about potential downsides, the situation could have been avoided altogether.

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For more resources, see the Free Management Library topic: Crisis Management
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[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]